AVZ Discussion 2022

[Anthony Van Dyck]

Re: Roche Dure was measured at approx. 317Mt tonnes of spodumene ore at 1.63% converting to about 12.9Mt LCE

You may need a bigger boat because:

In January 2024, Roche Dure Measured, Indicated, and Inferred Mineral Resource increased to 669 million tonnes (Mt) grading 1.61% Li2O, 690ppm Sn, and 33ppm Ta, containing 10.79 Mt of lithium oxide. Measured + Indicated = 500Mt, and Inferred = 169Mt.

Your recalculations will be interesting.

Cheers
F

Lol completly missed that, with those numbers i will be able to buy a bigger boat.

Was trying to be really conservative with my numbers and show even with lower numbers how much its worth.
It's hard to calculate "fair value" when its the biggest in the world.
Also probably not the best thing to be comparing it to however it was recent

Kobolt better have deep pockets

p.s. If anyone thinks 0.63c is fair value im more than happy to take you up on that offer

 

[Samus]

Yes I see some of your posts. but to be honest I don't have time to hang on every persons musings so I check in occasionally when I have a spare moment. Look it's obviously not good and I think @zeeb0t should be able to figure out what's what if he ever pokes his head in.

May serve as a reminder to people that misuse of the Report function can result in a complete ban.

You just be sure to check on these posts a bit later mate.

 

[Pokok]

Put them on ignore.
No need too argue.
Save your emotions.
Preserve the integrity of the thread.
Preserve the site.

It ain't difficult.

I know I've had a few goes in the past; won a few battles, maybe lost a few.

BUT

Do you want to fight continual wars?

I cant work out who to put on ignore , some new people do a first post but have been here for a few years staying silent

 

[Samus]

Put them on ignore.
No need too argue.
Save your emotions.
Preserve the integrity of the thread.
Preserve the site.

It ain't difficult.

I know I've had a few goes in the past; won a few battles, maybe lost a few.

BUT

Do you want to fight continual wars?

Doesn't matter if you have them on ignore or not once they target you.
I've got them all on ignore.

 

[Spikerama]

You just be sure to check on these posts a bit later mate.

Ok I will.

 

[Jazz]

Different story from China when the shoes on the foot….

“In the lead-up to election day, Prime Minister Anthony Albanese said the government had been working "for some time" to get the port back into Australian hands.

But Xiao, who visited Darwin port last weekend, said the lease signed between Landbridge and the NT government 10 years ago was completely legitimate.

The ambassador also said the Chinese company had invested heavily in the port.

Xiao said he was hoping the federal and Northern Territory governments "will create a fair, transparent, and predictable business environment" for Chinese enterprises in Australia.”

China warns Australian government over plan to retake Darwin port

amp.9news.com.au

 

[Stockinvesting]

Just passing on .........someone posted in The Australian article on AVZ over the weekend , that BOD are well aware that SH expectations are above ATH and mentioned circa of 1.50 and being fully franked was his mail. Anything less and the BOD are aware it may trigger legal action against them.

"Someone posted in the Austalian article....."
WTF?.. Who?. What does this even mean?
What BS! How do you "post" in a newspaper article?

"..mentioned circa of $1.50......"

Who????? WTF????? Explain yourself. What crap!

Please, PRODUCE THE ARTICLE!!

 

[Pokok]

Different story from China when the shoes on the foot….

“In the lead-up to election day, Prime Minister Anthony Albanese said the government had been working "for some time" to get the port back into Australian hands.

But Xiao, who visited Darwin port last weekend, said the lease signed between Landbridge and the NT government 10 years ago was completely legitimate.

The ambassador also said the Chinese company had invested heavily in the port.

Xiao said he was hoping the federal and Northern Territory governments "will create a fair, transparent, and predictable business environment" for Chinese enterprises in Australia.”

China warns Australian government over plan to retake Darwin port

amp.9news.com.au

That would break my heart

 

[Azzler]

Why all yall cunce loosin yall minds?

 

[Samus]

Why all yall cunce loosin yall minds?

All fun and games here Azzler, just waiting on our payout and then gone!

 

[Samus]

Looks like the troll doesn't like you either sorry @Azzler

 

[Azzler]

Looks like the troll doesn't like you either sorry @Azzler

What choo talkin bout Willis?

 

[zeeko]

As long as AVZ does not publish an explicit request to shareholders that ALL shareholders must be registered with Automic in order to receive, for example, a special dividend or other special payment, I believe that custody at the custodian bank is sufficient.

Normally, the bank is the registered holder, but it acts for and on behalf of the beneficial owner, which is me.
It is the same for me: my shares are held by my bank (DKB) at a custodian or partner bank.

I assume that in the event of a TO, or any kind of end to AVZ, the shareholders will be informed of how to proceed.

I would not currently transfer the shares to another broker in advance for no reason, which would also enable them to be held at Automic, and this would probably involve costs.

At the moment, however, nothing is clear and I remain on hold.

Or does anyone have any specific information about this?

I am also of a similar mind, but have seen mixed advice on the forum here. So I contacted AVZ directly and here is what they said:

"Automic Group has always been the share registry holder of AVZ shares, that has not changed. If your shares are held with a custodial holder they would remain the custodian of your shares.

Unless you have received any formal written notification from your custodial holder in relation to your shares they should remain the holder on your behalf.

AVZ will continue to provide all shareholders with updates via the company website."


Like you, I will hold the line and not go through the hassle/cost of registering with Automic unless management advise me to do so.
Cheers

 

[Xerof]

Can one of you guys explain how AVZ might be in a position to fully frank a payout. Don’t they have to have paid company tax in Australia to be able to pass on a franking credit? Ignorant Kiwi asking for a friend

 

[Samus]

Can one of you guys explain how AVZ might be in a position to fully frank a payout. Don’t they have to have paid company tax in Australia to be able to pass on a franking credit? Ignorant Kiwi asking for a friend

I'd tell you but I'm not allowed to talk here sorry.

 

[Xerof]

I'd tell you but I'm not allowed to talk here sorry.

Nor am I apparently

 

[Rechnerhand]

worth a read --> Remarks for Launch of Bureau of African Affairs Commercial Diplomacy Strategy

 

[LOCKY82]

worth a read --> Remarks for Launch of Bureau of African Affairs Commercial Diplomacy Strategy

AI summary

The speech outlines a strategy to strengthen U.S.-Africa business partnerships and increase U.S. exports and investment in Africa. The strategy includes six key actions:
* Making Commercial Diplomacy a core focus of U.S. engagement in Africa.
* Working with African government partners to implement market reforms.
* Implementing key infrastructure projects.
* Increasing commercial diplomacy trips.
* Connecting more U.S. companies and capital to Africa.
* Advocating for structural reforms to U.S. trade promotion and financing tools.
The speech emphasizes a shift from prioritizing development assistance to promoting trade and private investment.

 

[Winenut]

Can one of you guys explain how AVZ might be in a position to fully frank a payout. Don’t they have to have paid company tax in Australia to be able to pass on a franking credit? Ignorant Kiwi asking for a friend

100% Mr Photocopier

Cannot pay a franked dividend unless you have paid 30% corporate tax in Oz

And AVZ ain't paying corporate tax in Oz until all it's accumulated losses are absorbed

Tell your friend

 

[Carlos Danger]

Can one of you guys explain how AVZ might be in a position to fully frank a payout. Don’t they have to have paid company tax in Australia to be able to pass on a franking credit? Ignorant Kiwi asking for a friend

If AVZ don't pay tax on the sale of Manono in DRC or SIngapore then we won't be eligible for relief from double taxation in Australia and it will need to be paid by either AVZ or the recipients of the dividend imo