AVZ Discussion 2022

[Skar]

This is a great post and I think it does accurately explain why some large holders have been "talking down" the price as they want to exit.

Going the full way through ICSID will be a long term disaster and is highly unlikely to obtain a satisfactory return for anyone in terms of timing or proceeds. What potentially could obtain a better return, is stalling for another couple of years until the lithium price improves. If the lithium price is 2 or 5 times what it is now then it makes it much easier to support and negotiate a higher valuation. The issue is that this is RISKY and no one knows when the price will increase and by how much. AVZ have a potential buyer lined up now which the DRC Government appear to support. The political environment can always change though. If the deal falls through, when will another buyer step up? Will the DRC Government let South Manono continue to sit there waiting for another buyer to step up in several years? The issue is we don't know, as the DRC Government are not trustworthy or reliable. If AVZ end up taking the Kobold deal, will holders end up kicking themselves in years to come? I would say highly likely that the answer is yes, however not taking the deal is also a BIG risk.

If the DRC gov agree to a way forward with Kobold... it sets the precedent on how any future deals need to be done too, in the event Kobold do not present fair value to AVZ shareholders. In such event it also strengthens our position in ICSID hearings.

 

[j.l]

Does anybody got this article from this weekend in The Australian? Who wrote it?

@hedrox, I think it was this comment on the article that @Funtimes1 was referring to, not the actual article itself. I think. As others have said, the article is just a rehash of previous stuff.

 

[Goat]

FFS! All this BS about price talk sub dollar is giving me the irks!

We know what it's worth, what they pay is anyones guess, but lets aim high for now. 800MT of 1.6% and digging can start with ya kids sandpit shovel.

AVZ is in the head of the chair. If they choose to tell Kobold to EAD due to a lowball offer, the ICSID progresses and the DRCs dirty laundry gets aired for the ENTIRE WORLD to see. CATH will happily stump up all the dollars to build a mine.
USA wants the minerals so they are not going to let it go, I believe a deal is already stitched up with price, now it's just how the hell the USA and Kobold can get the DRC to deliver on promises.

 

[wombat74]

This is a great post and I think it does accurately explain why some large holders have been "talking down" the price as they want to exit.

Going the full way through ICSID will be a long term disaster and is highly unlikely to obtain a satisfactory return for anyone in terms of timing or proceeds. What potentially could obtain a better return, is stalling for another couple of years until the lithium price improves. If the lithium price is 2 or 5 times what it is now then it makes it much easier to support and negotiate a higher valuation. The issue is that this is RISKY and no one knows when the price will increase and by how much. AVZ have a potential buyer lined up now which the DRC Government appear to support. The political environment can always change though. If the deal falls through, when will another buyer step up? Will the DRC Government let South Manono continue to sit there waiting for another buyer to step up in several years? The issue is we don't know, as the DRC Government are not trustworthy or reliable. If AVZ end up taking the Kobold deal, will holders end up kicking themselves in years to come? I would say highly likely that the answer is yes, however not taking the deal is also a BIG risk.

Let's add to that any changes to the supply landscape that may eventuate while we are stuck for years in the courts . Like advancements in technology that require less Lithium / a few more major deposit discoveries . Better to get this sorted now and get the flock out this scum hole .
Bird in the hand.........yada yada yada .

 

[wombat74]

Fuck Jens, he shouldn't be promoting low ball offers. He should just STFU like we have been asked to do. He is just a SH too.

Set the bar low then surprise to the upside .Will make the medicine taste like champagne .

 

[wombat74]

@wombat74

Mate, what’s the ground telling your ear now, after yesterdays announcement? Seems to me there is optionality still available to anyone who’s interested and there is no deal yet

I'd be surprised if it wasn't Kobold .

 

[Pokok]

FFS! All this BS about price talk sub dollar is giving me the irks!

We know what it's worth, what they pay is anyones guess, but lets aim high for now. 800MT of 1.6% and digging can start with ya kids sandpit shovel.

AVZ is in the head of the chair. If they choose to tell Kobold to EAD due to a lowball offer, the ICSID progresses and the DRCs dirty laundry gets aired for the ENTIRE WORLD to see. CATH will happily stump up all the dollars to build a mine.
USA wants the minerals so they are not going to let it go, I believe a deal is already stitched up with price, now it's just how the hell the USA and Kobold can get the DRC to deliver on promises.

the only thing on my mind now is $13.79

 

[LOCKY82]

the only thing on my mind now is $13.79

$USD ??

 

[Miljew91]

Great write up by Anatol on the LTR thread on the Crapper....it shows clearly how desperate the world is for Lithium..

View attachment 85460

Anatol is a known pumper leading the ltr crew to not sell during their near 6bn take over which we all know fell through.

Zijin and kobold coming online with expansions plans like pls waiting in the back ground will hands down fill the supply gap. Last predictions were low pricing until 2032... Soooo much pumping, just not in the right situations!

 

[Dazmac66]

Haven't posted a lot lately but here is a thought- if you are thinking of scribing a few paragraphs about why your investment is only worth a few cents then how about you just hold off for a few weeks. Ya dumb cunts!!

 

[timb89]

Haven't posted a lot lately but here is a thought- if you are thinking of scribing a few paragraphs about why your investment is only worth a few cents then how about you just hold off for a few weeks. Ya dumb cunts!!

Well fucking said.

 

[ptlas]

Super yacht, on the crapper:

Well you are correct kiara in my op, if boatman and co (the paid for' gang of grubs') had not unleashed their well orchestrated planned and timely attack on AVZ when they did, I believe we would have seen a much higher ATH. Not only that, but if this disgraceful attack gets light of day in ICSID it will likely expose ALL of those corrupt players for the damage they deliberatly bestowed on the company, AVZ its BoD and its innocent SH.

Simply AVZ and its SH should be preparing to go mining now, to be one of the biggest and possibly one of the most succesful lith miners the DRC if not the World has seen, instead we are being forced to entertain selling to 100 x billionares because of out of control corruption in the DRC at its worst.
And inaddition we have had to listen to for some time now s... ....s ....s rabbiting on about they dont want to deal with AVZ or NF because they refused to offer brown bags full of .... to anyone, pff, simply clowns.

What a joke that is, some sort of uneducated reverse psychology, from the #@$*>&*F# m..... which I guess is suppose to bamboozle..... who?

SYhttps://hotcrapper.com.au/images/smilies/cool.png




More to the point, since when was the sale price of an asset limited to the previous highest value + a tiny percentage?

Not sure that we're going mining, but KoBold are not the only ones that can jump into bed with Rio.

 

[PutUsernameHere]

Can someone remove this troll who keeps posting the same thing on repeat over and over?

I am sick of reading it.

Samus trolls Yaseen, Yaseen says leave me out of it. Samus trolls Yaseen, Yaseen says leave me out of it. Samus trolls Yaseen, Yaseen says leave me out of it.

Mate, with no due respect. Shut the fuck up

 

[LOCKY82]

Haven't posted a lot lately but here is a thought- if you are thinking of scribing a few paragraphs about why your investment is only worth a few cents then how about you just hold off for a few weeks. Ya dumb cunts!!

Another troll!!

 

[Spikerama]

It took the dumb cunt three years to finally realise he can moderate members everyday posts with his two user accounts and now he's having a field day. Report, report, report people. Yaseen/j19 is destroying tse single handedly...

Samus just give it up dude. I don't have a problem. All I see is you dickheads banging on about this day in day out. Enough already.

Some people say the ignore function is useful but really, I never put people on ignore. If I'm not interested in what someone has to say I find it quick easy to simply scroll to the next post. Truly. It's not that hard.

I don't know why people get so triggered by this kind of shit. It's really childish. And the amount of energy and heartache you generate trying to call out all this mind numbing, silly little personal beef. These people aren't even worth the 1 milliwatt worth of electricity you type in complaining. Even that is a waste of energy.

Let it go.

 

[zeeko]

If you want to move your holdings to Automic, open a ticket with IBKR and let them know what you want to do. At this stage, your shares are held through a custodian, and the AVZ office doesn't know you as a holder. Your name won’t appear on the registry, and you don’t have an SRN or HIN because you don’t directly own the shares.

IBKR will send you some forms to sign and to upload back to them. This is a manual process, and it typically takes around two weeks. They will charge you approximately $100 for the entire process.

Awesome, thanks for that info. Is it necessary to go through this process though? If AVZ seals a deal and we all get paid out will I not receive payment for my shares?

 

[rfarlz]

Hey everyone, long time lurker first time poster. It's great to finally have a bit of optimism after the last few years!

I saw some posts referencing the share registry, which prompted me to actually check my Automic account, does this look right?

It shows the change to Issuer Sponsored from CHESS, which makes sense since we were delisted, but if Automic is the registry AVZ is using, why does my holding show as zero? I used Selfwealth as my trading platform when we were listed, and there is no mention of AVZ in my holdings on that platform either.
Is there any action I need to take here? Do I need to re-register my issuer sponsored shares with Automic? How would I go about that?

 

[Dazmac66]

Another troll!!

Are you serious?

 

[Doc]

Here we go again.....

 

[Doc]

Samus just give it up dude. I don't have a problem. All I see is you dickheads banging on about this day in day out. Enough already.

Some people say the ignore function is useful but really, I never put people on ignore. If I'm not interested in what someone has to say I find it quick easy to simply scroll to the next post. Truly. It's not that hard.

I don't know why people get so triggered by this kind of shit. It's really childish. And the amount of energy and heartache you generate trying to call out all this mind numbing, silly little personal beef. These people aren't even worth the 1 milliwatt worth of electricity you type in complaining. Even that is a waste of energy.

Let it go.

Rather then call people dickheads you could just scroll on if you don't like Samus' post....its literally what you said you do