AVZ Discussion 2022

[M.Bison]

Fuck that. I’d rather we just go mining with Rio and CATH. That will return fair value for shareholders.

Fuck KoBold for trying to screw us over by leveraging off the DRC/USA minerals deal. Kobold go use your fancy AI and find the trillions in other commodities throughout the DRC. The minerals deals extends beyond Manono your fucking Septic tanks.

People are just massively jumping the gun here. Why fuck kobold? We don’t know what they’ve offered and they’ve put us back on the radar.
Nigel has indicated they are working with Kobold to come to a deal. If he’s hearing them out then we need to give them the benefit of the doubt.

 

[Mute22]

Fair take. The price I am talking about is not miles off ATH though.

You can see Jens' POV too though yea? He is around 60s. Probably just wants his money and to relax. I'm getting towards that point too. I think that is a reasonable position. People on here calling him a fkwit. He's just over it. Ready for a resolution.

I'm sure, yo-'He' is over it, like us all.

 

[Goldenboy]

$11.99

$11.99

 

[Winenut]

View attachment 84267

View attachment 84268

all of this is sooooo fucking right!

 

[TheCount]

Except that America are investing BILLIONS in Africa to get TRILLIONS out. There is no rush for a sale of AVZ... if Manono is not a part of the initial US investment, the US are still building the Lobito corridor... Kobold have many many other assets they are investing in in Africa (ours is just the best - thus it deserves a premium).

We can find another US partner down the line or we can proceed through courts with Cath. This perception of a rushed sale/last chance nonsense is pure propaganda. This is the START of a massive global shift, Africa investment from 2025+ will go parabolic, the population is growing, western ones are declining.

I don't expect our management to sell out shareholders cheaply now. Nigel has made it clear from the start he knows what he has. Dont let the tree shaking rob us all of a fortune. Transformation is happening.

@Skar the forum has become a better place with your return. You unfortunately kept away for a while but now you’re back, the conversation is measured, honest, and fair.

Thank you.

 

[Pokok]

I'll show this to my wife . It looks very satisfying.

I love a good belly rub and I have the belly to rub

 

[Samus]

In most arbitration cases the amount awarded is lower than initial damages claim. Then DRC delay and don't pay and settle for a lower amount...then they don't pay that.

Will holding out for longer make Kobold come up further due to the opportunity they are missing whilst delaying? Possibly. I suspect that is what Nigel is trying to do right now, hence the announcement said the framework was non binding. DRC is letting the north be developed by Zijin with our case pending. Will they do the same with the south regardless of legality? Unsure.

People are wondering why Jens is saying what he's saying and I think this is why.

I'm in my 30s. $5-10m is enough for me to buy the house, cars etc that I want and to only work if I feel like it. I want the money now though, not when I'm 50. Jens has more shares and much older than me

So I see both sides of it. $1.00 to $1.30 is NOT really fair value for the project, but we are not dealing with people that are fair.

I am SICK of waiting.

Well thanks for emerging to present us with this low-ball opinion.
I'd rather see where ICSID goes than accept what you're spruiking here.

Yeah I'm over it, over getting pillaged by criminals. We've endured years of this shit already so pay up or fuck off.

 

[Pokok]

wino you still on the wagon

 

[BEISHA]

Has Jens been playing golf with Nige again? attempting to soften SHs with the sale price..

Nah, Jens is playing golf with Hoots.

Who gives two hoots ?

 

[Dijon101]

Battle fatigue should not make us forget what we are sitting on, it's worth, the energy transition that is happening or how much the US want this resource.

Nigel has gotten us this far, and removing emotion I trust he will get us the best possible deal possible.

(If not you can all invest in my martini bar and we can just drink what ever is left on our return of our AVZ investment )

 

[Chase]

Nah, Jens is playing golf with Hoots.

Who gives two hoots ?

Hoots needs a good flogging Biesh

 

[Chase]

Hoots needs a good flogging

Battle fatigue should not make us forget what we are sitting on, it's worth, the energy transition that is happening or how much the US want this resource.

Nigel has gotten us this far, and removing emotion I trust he will get us the best possible deal possible.

(If not you can all invest in my martini bar and we can just drink what ever is left on our return of our AVZ investment )

Yeah exactly mate

 

[SAS123]

$1.50

Heard it here

 

[PhatCatz]

People are just massively jumping the gun here. Why fuck kobold? We don’t know what they’ve offered and they’ve put us back on the radar.
Nigel has indicated they are working with Kobold to come to a deal. If he’s hearing them out then we need to give them the benefit of the doubt.

Thanks Bison.

I guess I am trigger happy! I agree, jumped the gun and probably will need to wait and see.

But reading the tea leaves…

 

[Goldenboy]

$1.50

Heard it here

Fact or fiction ??

 

[Samus]

$1.50

Heard it here

Haven't you got anything better to do flog?

 

[PhatCatz]

I wouldn’t mind delving a little bit more into this supposed royalties sweetener that KoBolds alleged “initial” offer contained. I wouldn’t be completely against inclusion of such thing as long as it’s legally watertight and in no way can be removed from Manono. I’m sceptical of royalties given it’s not money in the hands initially but it could create long term value for holders. Say 2% of revenue? Only issue is that there can be many ways to like… not pay or similar? How would such a thing be locked into the lithium and tin extracted from that very specific resource? Can see a world where mining titles/projects or companies are cut and sold, desolved etc that leaves us hanging onto our balls waiting for payments.

 

[Hudnut]

Fair take. The price I am talking about is not miles off ATH though.

You can see Jens' POV too though yea? He is around 60s. Probably just wants his money and to relax. I'm getting towards that point too. I think that is a reasonable position. People on here calling him a fkwit. He's just over it. Ready for a resolution.

Depending on how you averaged up/bought in and the way we might be taxed on this, the ATH might see some people well under water.

I want everyone here to come out in front, not behind. The ATH won't get us there.

 

[Hudnut]

Also, let's not get too excited about what Jens posted.
It's just more speculation on a sale price by another punter, and I don't believe he has any inside info.
He has been wrong many times before.

So, situation the same as yesterday and waiting for something from the Company.

 

[ptlas]

Has Jens been playing golf with Nige again? attempting to soften SHs with the sale price..

He's made some questionable statements over the years.
Always been suspicious.