AVZ Discussion 2022

Mining8

Member
Jens is on public record stating he holds 8 million shares, and he’s also previously mentioned selling part of his holding to cover his original outlay.

So no matter what happens from here — whether the offer is $0.50 or $5 — he doesn’t lose a cent. He’s likely walking away with millions either way. It’s not a criticism, but it does explain why he’s more relaxed about a lower return than those who came in later and still have serious capital at risk. For them, it’s not about how many millions they’re making — it’s about whether they even get out whole.

looks like everyone wants the cash and GTFO.......dont blame them.....i fit into that category but wont accept less than " fair value " !

As others have posted Manono is a project that has a 50+yr LOM , money making machine, the ultimate lithium package that cannot be matced for sheer grade & scale, lithium spot is shit, but it wont remain like that for too much longer, therefore a tight arse offer wont cut it no matter what.
I appreciate people wanting maximum for this deposit but you have to consider the lithium price. Also we are not a producing mine at full output and then there is sovereign risk. And just on the lithium price, Albermarle’s bid of $3 a share back in 2023 is not looking so hot now; current LTR price: 0.57c. The thing in our favour based on the drilling is we have the world’s largest and purest and cheapest to develop lithium deposit compared to inferior minnows like LTR.

Also a class action will get you no money, except misplaced vengeance. Nigel has done everything he can. It is not his fault but the fault of corrupt entities in the DRC and China which interrupted AVZ’s 100% legal process. He was told he would get the mining licence but corrupt entities took it away every time.

And…..going to the bitter end with the ICSID will get you no money either. The DRC is broke; and besides it will take years.

Our only hope is that Kobald or another American entity buys us out and the catalyst being the American government who realise if the Chinese get their hands on the world’s largest lithium deposit they will control lithium pricing and supply.
looks like everyone wants the cash and GTFO.......dont blame them.....i fit into that category but wont accept less than " fair value " !

As others have posted Manono is a project that has a 50+yr LOM , money making machine, the ultimate lithium package that cannot be matced for sheer grade & scale, lithium spot is shit, but it wont remain like that for too much longer, therefore a tight arse offer wont cut it no matter what.
 
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PhatCatz

Regular
It's real lol, everyone's so jumpy, TSE will be irrelevant in a couple weeks, just tough it out.
If it were AI generated or CAD, it wouldn't have the fish eye effect curving the wall at the bottom of the image, and likely would have more even grass appearance, where the grass on the left is splotchy and dead on areas.
Yeah it’s real. Reverse image search and it’s been used by a whole heap of organisations such as WWF etc. even got a different angle of the same establishment on Zijin own website 😂. Also google maps is your friend. All around the Zijin copper mine you have buildings with the exact same colour scheme.

Regardless, my own taxi driver reckons some juicy news will be forthcoming very soon. 🧐

Though this taxi driver is an idiot eve by their own admission so dunno what to think of it!

Even Kiki getting in on the price calls by punters 😂. $12 is the obvious result given the whole circumstance we find ourselves in. As others have noted, this is at an already generous discount.
 
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Frank

Top 20
1748830378096.png

1748830445234.png

1748830475036.png


 
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KMoney

Emerged
If that looks real to you then you sound like a troll to me, where have you been for the last 3 years.
Ha.

Three years?

I started accumulating at .06

So, no troll. Just know my shit when it comes to imagery due to my line of work. Sure it could still be doctored, but there aren’t any obvious signs.

As for any ‘emergence’ my HC account goes back to ‘16. Just new here 😉
 
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Uglybob

Regular
I've been looking into starting a new Forum for legacy members. It would be invite only. But not worth doing for a few short months unless enough people would want to swap over as it's a lot of effort to set up.

PM me if you are interested and I might delve a bit further into how to make something useful.
I'm pretty sure you have more IT nous than I, but would a discord channel work?
 
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Bonsoir

Regular
Ha.

Three years?

I started accumulating at .06

So, no troll. Just know my shit when it comes to imagery due to my line of work. Sure it could still be doctored, but there aren’t any obvious signs.

As for any ‘emergence’ my HC account goes back to ‘16. Just new here 😉


Your timing was not good to emerge on TSE with all these trolls emerging recently, I apologise if you are not a troll.
Ha.

Three years?

I started accumulating at .06

So, no troll. Just know my shit when it comes to imagery due to my line of work. Sure it could still be doctored, but there aren’t any obvious signs.

As for any ‘emergence’ my HC account goes back to ‘16. Just new here 😉
 
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Skar

Regular
What is being moderated and why?
 
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Skar

Regular
I appreciate people wanting maximum for this deposit but you have to consider the lithium price. Also we are not a producing mine at full output and then there is sovereign risk. And just on the lithium price, Albermarle’s bid of $3 a share back in 2023 is not looking so hot now; current LTR price: 0.57c. The thing in our favour based on the drilling is we have the world’s largest and purest and cheapest to develop lithium deposit compared to inferior minnows like LTR.

Also a class action will get you no money, except misplaced vengeance. Nigel has done everything he can. It is not his fault but the fault of corrupt entities in the DRC and China which interrupted AVZ’s 100% legal process. He was told he would get the mining licence but corrupt entities took it away every time.

And…..going to the bitter end with the ICSID will get you no money either. The DRC is broke; and besides it will take years.

Our only hope is that Kobald or another American entity buys us out and the catalyst being the American government who realise if the Chinese get their hands on the world’s largest lithium deposit they will control lithium pricing and supply.

The best place for us to be would be right in the middle of a US China bidding war for control of mineral supply, China has it locked down right now but the US want to establish one. Right now as you say the lithium price is in the toilet and we have a glut of supply so it wont happen now. The current market conditions will not last into the end of the decade and as non-china supply chains come online, China lose their ability to manipulate the market.

So the question is, what is fair value. Kobold will have to pay enough so that we don't want to knock them back and keep progressing ICSID and either use that as leverage to get an ML and progress or along the way get a better partner/sale. If the US deal goes through I think it changes the landscape of doing business in the DRC, which will hopefully bring opportunity for us. After all AVZ has over decades of supply, its very short term thinking to flip it for profit now, without factoring in the deacdes of value.
 
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BEISHA

Top 20
I appreciate people wanting maximum for this deposit but you have to consider the lithium price. Also we are not a producing mine at full output and then there is sovereign risk. And just on the lithium price, Albermarle’s bid of $3 a share back in 2023 is not looking so hot now; current LTR price: 0.57c. The thing in our favour based on the drilling is we have the world’s largest and purest and cheapest to develop lithium deposit compared to inferior minnows like LTR.

Also a class action will get you no money, except misplaced vengeance. Nigel has done everything he can. It is not his fault but the fault of corrupt entities in the DRC and China which interrupted AVZ’s 100% legal process. He was told he would get the mining licence but corrupt entities took it away every time.

And…..going to the bitter end with the ICSID will get you no money either. The DRC is broke; and besides it will take years.

Our only hope is that Kobald or another American entity buys us out and the catalyst being the American government who realise if the Chinese get their hands on the world’s largest lithium deposit they will control lithium pricing and supply.

You make valid points, but i think your most valid point is this one...

Our only hope is that Kobald or another American entity buys us out and the catalyst being the American government who realise if the Chinese get their hands on the world’s largest lithium deposit they will control lithium pricing and supply.

China already control lithium price with their dirty lepo mines, which are all subsidised by Xi, so just imagine if china controlled the entire Manono ?

So USA, what value is Manono to you on a strategic / geopolitical scale to prevent total dominance of China ?

If the USA puts up a low ball pathetic offer, then they are not fair dinkum.

Curious to know what CATL purpose to IPO in Hong Kong ?


I wouldnt be counting out a CATL counter offer to Kobold now that they are nicely cashed up...;)

Interesting times.
 
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Winenut

GO AVZ!!!!

Winenut

GO AVZ!!!!
You make valid points, but i think your most valid point is this one...

Our only hope is that Kobald or another American entity buys us out and the catalyst being the American government who realise if the Chinese get their hands on the world’s largest lithium deposit they will control lithium pricing and supply.

China already control lithium price with their dirty lepo mines, which are all subsidised by Xi, so just imagine if china controlled the entire Manono ?

So USA, what value is Manono to you on a strategic / geopolitical scale to prevent total dominance of China ?

If the USA puts up a low ball pathetic offer, then they are not fair dinkum.

Curious to know what CATL purpose to IPO in Hong Kong ?


I wouldnt be counting out a CATL counter offer to Kobold now that they are nicely cashed up...;)

Interesting times.

Very good post Beish

On another point just to remind our honest and valued contributors out there

1748838076498.png


Definitely worth remembering......
 
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BEISHA

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Doc

Top 8
Ha.

Three years?

I started accumulating at .06

So, no troll. Just know my shit when it comes to imagery due to my line of work. Sure it could still be doctored, but there aren’t any obvious signs.

As for any ‘emergence’ my HC account goes back to ‘16. Just new here 😉
So what’s your other account names then?

IMG_0189.png
 

Doc

Top 8
Ha.

Three years?

I started accumulating at .06

So, no troll. Just know my shit when it comes to imagery due to my line of work. Sure it could still be doctored, but there aren’t any obvious signs.

As for any ‘emergence’ my HC account goes back to ‘16. Just new here 😉

IMG_0189.png
 
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BEISHA

Top 20

Meanwhile.....

US & China trade wars just keep getting hotter ......

Wouldnt be at all surprised to see a similar war with Manono....

AVZ in the box seat...........holding all the cards.

View attachment 85989

imo
“China firmly opposes the US’s overstretching the concept of national security, abusing export controls, and maliciously blocking and suppressing China.”

Got to laugh, China accusing the US of the very thing they are pros at.....:poop::poop::ninja:,how does it feel with shoe on other foot ?

china-wtf-is-that.gif


“China will keep a close eye on relevant developments, and take resolute measures to firmly defend the legitimate and lawful rights and interests of Chinese companies,” he added.


Will that include Cath / Zijin aka Manono too ?


You get my drift folks ?
 
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JNRB

Regular
I appreciate people wanting maximum for this deposit but you have to consider the lithium price. Also we are not a producing mine at full output and then there is sovereign risk. And just on the lithium price, Albermarle’s bid of $3 a share back in 2023 is not looking so hot now; current LTR price: 0.57c. The thing in our favour based on the drilling is we have the world’s largest and purest and cheapest to develop lithium deposit compared to inferior minnows like LTR.

Also a class action will get you no money, except misplaced vengeance. Nigel has done everything he can. It is not his fault but the fault of corrupt entities in the DRC and China which interrupted AVZ’s 100% legal process. He was told he would get the mining licence but corrupt entities took it away every time.

And…..going to the bitter end with the ICSID will get you no money either. The DRC is broke; and besides it will take years.

Our only hope is that Kobald or another American entity buys us out and the catalyst being the American government who realise if the Chinese get their hands on the world’s largest lithium deposit they will control lithium pricing and supply.
Holy fukimg sheeeeet

How are people STILL trying to talk down our prospects.

Based on simple short-sightes metrics like lithium prices are this specific point in time on a 50+ year journey.

Or completely forgetting we have a partnership with CATH!!!! Yes Kobold backed by big money but CATH is already a HUGE company and a leader in the field.

..."Kobold is our only hope"
Total fkng bullshit and this is not Starwars. There is a possibility for an amazing win-win-win solution with Kobold that could be the best outcome for Shareholders, but not our only option.

If people want to try and justify why you think $12 is not the sp we should be expecting then by all means go for it that's what these forums are for, but at least stop being so goddamn half-arsed about it and stop ignoring all the potential for long-term value that's still there just because you want a short-term payout
 
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Winenut

GO AVZ!!!!
“China firmly opposes the US’s overstretching the concept of national security, abusing export controls, and maliciously blocking and suppressing China.”

Got to laugh, China accusing the US of the very thing they are pros at.....:poop::poop::ninja:,how does it feel with shoe on other foot ?

View attachment 85994

“China will keep a close eye on relevant developments, and take resolute measures to firmly defend the legitimate and lawful rights and interests of Chinese companies,” he added.

Will that include Cath / Zijin aka Manono too ?


You get my drift folks ?

Again very interesting points you have made on the geopolitical aspects of the AVZ Manono situation
 

JNRB

Regular
I have to respectfully disagree.

DRC will be pulling in billions under 'security for minerals' deal, if they try shifty business once yank companies are anchored in then I reckon Trump will bring his own version of Democracy, but either way the sovereign risk drops substantially, and I consider it almost spineless of some(with all due respect) to sit there and say the the court cases will bring us nothing, as that is exactly what our enemies and potential bidders want us to think, so I refuse to buy into those shenanigans, we should not be entertaining the idea whatsoever, it should be dismissed entirely , and in fact if any potential American bidder attempts to bring it up then we should call them out immediately and remind them theyre coming in from the wrong angle and seem very opportunistic considering the 'imminent' signing of the 'security for minerals' deal. Even under a worse case scenario the court cases brought us nothing short term well that really is totally insignifcant to any potential legitimate bidding company because they wont touch it until its sorted, so just 'no', if they bring that up in negotiations we should add another $1ps for their disingenuousness. It's our price on our terms or we'll be happy to take our $10b through the courts once the DRC starts rolling in transparent tax money under the 'security for minerals' deal, so if you want it pay 'fair price' or stop wasting our time trying to win bs psychological games.

I also dont subscribe to the idea that Kobold or another American company is our only hope. CATH arent about to just sit back and watch this float out of their hands, they went to the extent of blatantly lying to us tab the $240m every month while they were really trying to back door us to get us out of the picture, then when that didnt look like it was going to work they threw us $20m, they clearly want it bad, as to how they'd obtain it is another question, but the Chinese(Zijin) have outwitted us at every turn thus far (obviously due to their corruption), one thing we should of all learned is to never underestimate them again, theyre now sitting there on our ground about to mine while we've sat here begging for money just to keep the court cases going. Shareholders should let it play out and stop buying into the scare tactics of our detractors or those desperate for their money

Its a game of Poker, we have the better hand, and should be calling out all these bluffs. It's surely one of the most sought after resources on earth right now due to the high grade and efficiency to mine, so we need to be very firm with any lowballers
Should have read on before I replied but good to see I wasn't the only one calling out all this lowball rubbish
 
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Winenut

GO AVZ!!!!
Should have read on before I replied but good to see I wasn't the only one calling out all this lowball rubbish

We've been calling it out for quite a while

Might have missed a few of our posts???
 
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