AVZ Discussion 2022

[Dave Evans]

Love ya Danger thanks mate for all posts but I don't understand this one?

Just to add to what @Carlos Danger said, I believe the US previously said they were putting sanctions on CATL for supplying critical minerals to China’s military

The other comments I’ve been holding onto and struggling not to put out there are that from all the information put out by KoBold, Bloomberg, Reuters, The Australian and nearly every other media source and announcement I’ve read, I wouldn’t be surprised if

1) AVZ has already stuck the deal with KoBold

2) They’re waiting for the fat fuckwit to say he will grant the ML to KoBold (and he’s waiting for AVZ to drop arbitration)

3) As posted (then deleted) in The Australian newspaper…. KoBold offering US$1.5b plus royalties plus compensation for the north. I believe The Australian was the first media source to mention that Zijin keep the north

4) US$1.5b = AU$2.3b which I believe was roughly what was thrown around at the last AGM. That equates to around AU$0.66c a share. Perhaps this is why Jens is throwing low-ball posts out on X.

I’d be filthy if this was the case. Royalties from KoBold would have to more than match fair value given its future earnings, and compensation for the north would have to be at least US$1.5b on top of the other offers.

We know when AVZ challenged Jin Cheng’s purchase of 15% of Dathcom in the ICC, Zijin themselves put a value on our project of US$5.6b. That’s AU$2.45 per share and that’s before the resource increased by 47% to 842Mt.

And any compensation for the north would have to come originally from Zijin and would have to be guaranteed because we know they are corrupt liars.

As far as KoBold goes, we know they’re not miners so I’m expecting they will form a joint venture with Rio Tinto.

Thats why I believe shareholders shouldn’t accept any low-ball offers. The DRC are desperate for security against Rwanda backed M23 rebels, KoBold is desperate for Manono and the US is desperate for DRC critical minerals. The only ones who shouldn’t be desperate now are us, we’ve waited three years for this ICSID case to start and now we’re only 18 days away

I know others might disagree, the above may just be a starting point and are just my opinions based on what I’ve read, the fact I don’t have 53million shares and wouldn’t accept any low-ball takeover offers

 

[David Krappenschitz]

Just to add to what @Carlos Danger said, I believe the US previously said they were putting sanctions on CATL for supplying critical minerals to China’s military

The other comments I’ve been holding onto and struggling not to put out there are that from all the information put out by KoBold, Bloomberg, Reuters, The Australian and nearly every other media source and announcement I’ve read, I wouldn’t be surprised if

1) AVZ has already stuck the deal with KoBold

2) They’re waiting for the fat fuckwit to say he will grant the ML to KoBold (and he’s waiting for AVZ to drop arbitration)

3) As posted (then deleted) in The Australian newspaper…. KoBold offering US$1.5b plus royalties and compensation for the north. I believe The Australian was the first media source to mention that Zijin keep the north

4) US$1.5b = AU$2.3b which I believe was roughly what was thrown around at the last AGM. That equates to around AU$0.66c a share. Perhaps this is why Jens is throwing low-ball posts out on X.

I’d be filthy if this was the case. Royalties from KoBold would have to more than match fair value given its future earnings, and compensation for the north would have to be at least US$1b on top of the other offers.

We know when AVZ challenged Jin Cheng’s purchase of 15% of Dathcom in the ICC, Zijin themselves put a value on our project of US$5.6b

And any compensation for the north would have to come originally from Zijin and would have to be guaranteed because we know they are corrupt liars.

As far as KoBold goes, we know they’re not miners so I’m expecting they will form a joint venture with Rio Tinto.

Thats why I believe shareholders shouldn’t accept any low-ball offers. The DRC are desperate for security against Rwanda backed M23 rebels, KoBold is desperate for Manono and the US is desperate for DRC critical minerals. The only ones who shouldn’t be desperate now are us, we’ve waited three years for this ICSID case to start and now we’re only two weeks away

I know others might disagree, the above are just my opinions based on what I’ve researched and the fact I don’t have 53million shares to accept a low-ball offer

I know any opinions shared here ultimately probably won't mean shit, and I do trust that management will get the best outcome they can possibly get.

That being said $0.66c is crap. Given that as you put it, Zijin put a value of US $5.6B, and AVZ in total put US $10B, and August Cohen on X stating he thought fair value to AVZ would be US$5-7.5B.... to end up with US$1.5B or $0.66c would be getting completely shafted.
I would like to think that when Kobold say 'fair value' in their release they actually mean fair value, they know the value of the resource and have the pockets to pay up. But the voices of some prominent SHs seem to suggest to prepare for a lower buyout.

Mixed feelings atm. I can't wait for this shit to be over, but man $0.66c... to me fair value is like 3x that at least, circa $2+

gltah

 

[Spikerama]

I know any opinions shared here ultimately probably won't mean shit, and I do trust that management will get the best outcome they can possibly get.

That being said $0.66c is crap. Given that as you put it, Zijin put a value of US $5.6B, and AVZ in total put US $10B, and August Cohen on X stating he thought fair value to AVZ would be US$5-7.5B.... to end up with US$1.5B or $0.66c would be getting completely shafted.
I would like to think that when Kobold say 'fair value' in their release they actually mean fair value, they know the value of the resource and have the pockets to pay up. But the voices of some prominent SHs seem to suggest to prepare for a lower buyout.

Mixed feelings atm. I can't wait for this shit to be over, but man $0.66c... to me fair value is like 3x that at least, circa $2+

gltah

For fuck sake. Stop quoting fucking prices!!!

 

[David Krappenschitz]

For fuck sake. Stop quoting fucking prices!!!

$12

 

[Dijon101]

It's like people don't know insurance companies initially reject all claims as a company policy because 30% of people with a legitimate claim are too lazy to go after what they are owed..

With insurance companies their first offer is $0


YOU NEVER ACCEPT THE FIRST OFFER.

 

[Spikerama]

$12

Better

 

[Pokok]

I'm in!

After being on the wagon for so long you will be out in 30 mins

 

[DiscoDanNZ]

You referring to this ?
View attachment 84376

I was thinking more the DRC pineapple is Felix the Cat but his is a pineapple but yeah that's probably close enough

 

[Spikerama]

It's only Eighteen, 'till we drop the guillotine.

 

[Scoota30]

 

[Jazz]

What a difference a year makes......
Dates for these images can be seen in the top left corner. "Our" camp in the top most edge of the image

Huge amount of earthworks to the south of the Camp in Manono. Seems to show a levee of some type, maybe a runway to fly the paper bags out?

I think the pin that says "Institute Tukankamanei" has been placed in error.

 

[Mute22]

What a difference a year makes......
Dates for these images can be seen in the top left corner. "Our" camp in the top most edge of the image

Huge amount of earthworks to the south of the Camp in Manono. Seems to show a levee of some type, maybe a runway to fly the paper bags out?

I think the pin that says "Institute Tukankamanei" has been placed in error.




View attachment 84398




View attachment 84399

Makes my blood fucking boil.

We should be shipping the product by now.

Must.. not... post... feelings... on X...

 

[Colaci78]

Just to add to what @Carlos Danger said, I believe the US previously said they were putting sanctions on CATL for supplying critical minerals to China’s military

The other comments I’ve been holding onto and struggling not to put out there are that from all the information put out by KoBold, Bloomberg, Reuters, The Australian and nearly every other media source and announcement I’ve read, I wouldn’t be surprised if

1) AVZ has already stuck the deal with KoBold

2) They’re waiting for the fat fuckwit to say he will grant the ML to KoBold (and he’s waiting for AVZ to drop arbitration)

3) As posted (then deleted) in The Australian newspaper…. KoBold offering US$1.5b plus royalties plus compensation for the north. I believe The Australian was the first media source to mention that Zijin keep the north

4) US$1.5b = AU$2.3b which I believe was roughly what was thrown around at the last AGM. That equates to around AU$0.66c a share. Perhaps this is why Jens is throwing low-ball posts out on X.

I’d be filthy if this was the case. Royalties from KoBold would have to more than match fair value given its future earnings, and compensation for the north would have to be at least US$1.5b on top of the other offers.

We know when AVZ challenged Jin Cheng’s purchase of 15% of Dathcom in the ICC, Zijin themselves put a value on our project of US$5.6b. That’s AU$2.45 per share and that’s before the resource increased by 47% to 842Mt.

And any compensation for the north would have to come originally from Zijin and would have to be guaranteed because we know they are corrupt liars.

As far as KoBold goes, we know they’re not miners so I’m expecting they will form a joint venture with Rio Tinto.

Thats why I believe shareholders shouldn’t accept any low-ball offers. The DRC are desperate for security against Rwanda backed M23 rebels, KoBold is desperate for Manono and the US is desperate for DRC critical minerals. The only ones who shouldn’t be desperate now are us, we’ve waited three years for this ICSID case to start and now we’re only 18 days away

I know others might disagree, the above may just be a starting point and are just my opinions based on what I’ve read, the fact I don’t have 53million shares and wouldn’t accept any low-ball takeover offers

Do we us small shareholders have a choice in the matter or we just here for the ride??

 

[Doc]

Makes my blood fucking boil.

We should be shipping the product by now.

Must.. not... post... feelings... on X...

 

[Dazmac66]

Zijin have always known they will eventually have to pay! Nigel should keep the phone handy, let it ring 8 times and then just say $5b US for CDL or see you in Washington - click!

 

[Earlyspeed]

What a difference a year makes......
Dates for these images can be seen in the top left corner. "Our" camp in the top most edge of the image

Huge amount of earthworks to the south of the Camp in Manono. Seems to show a levee of some type, maybe a runway to fly the paper bags out?

I think the pin that says "Institute Tukankamanei" has been placed in error.




View attachment 84398




View attachment 84399

These photos are triggering for AVZ shareholders! As if that runway pictured is a massive middle finger to shareholders and ethical business practices.

Its great to see the recent developments and perhaps finally we've had a little bit of luck with the DRC needing an urgent security agreement. The only road out might have been the ICSID proceedings otherwise.

Regarding everyone's comments regarding potential sale price of project interest, I'm sure Nigel and the Board wouldn't even be in the room singing MOUs unless indicative fair value was roundabouts. A revenue royalty kicker in any contract would be a good outcome allowing shareholders a slice of any future super sized pricing in a lithium bull market. With that being said, $US12/share is a nice round number that I can certainly get around!