Skar
Regular
I still chuckle at the fact they tried to dig a well out of the way and hit lithium there too
To be fair, I believe they valued Dathcoms destruction at 6.2billion, but now the USA has a planned minerals for security deal that derisks the asset and the improved mineralisation estimates should, in theory, be worth more than 6.2billionAndrew should let DLA Piper know that they got it wrong when they valued the destruction of AVZ’s 75% holding in the Manono project at $6.2b USD
And to all the armchair valuation experts talking about resource size you keep forgetting to factor in the fact that licenses are time limited with ownership percentage needing to be returned to the state at regular intervals under the mining code
If you haven’t including that in your calculations it’s probably why you didn’t work out the $6.2b before it was released but I did imo
I wouldn’t be holding my breath for any new “insights” in the secret place. I used to visit here literally every few hours for the consolidation of X, or news articles. Nothing new or groundbreaking was rarely shared on TSE and those who did were promptly silenced.Don’t forget there are still plenty of us legitimate long term holders that are stuck in this hell hole with no invite to “the safe space” (and yes my request for an invite has been sent). Completely understand that you need to keep the trolls out and can’t take the risk on those of us with only a handful of posts but please don’t deny us from meaningful discussion…….maybe just post info but not respond to the muppets?? That way those of us left behind still have access to something…..we have all come too far and put up with too much shit to loose this avenue to info at the final hurdle!!!
Don't apologies @CDK222, call the shit behaviour out. It's a very odd reaction for a group of keyboard warriors to feel a need for "a safe space". If they are worried about a few trolls put them on ignore and don't respond, takes a few minutes but it's not that difficult. As grown adults, you would think they would have learned this skill already.
This mentality is a shame because it only punishes the genuine holders not the trolls, most of which just want some info in between announcements.
End of the day, a few posts in a chatroom is not going to change the outcome but hopefully they feel safe in the secret little chat room.
For any genuine shareholders of the non trolling variety, what I would say is just realise that what will be, will be, with this whole situation.
Try not to stress out about every small post or detail. It is a waiting game at this stage. If people are on here trolling and trying to get validation from creating private threads then just ignore their trolling. They do not have more information than other shareholders.
Register for the AVZ announcements to your email and then maybe try to limit check ins to two or three per month. Spend your time with friends and family because what will be, will be.
The most interesting recent development for me was Kiki's post. Nigel has been tight lipped with what he thinks is a fair value. However, I don't believe Kiki comes up with these posts totally independently. I think he has some type of connection with AVZ in order to provide positive PR for AVZ in the DRC.
Kiki suggests compensation sought may be between $3-5 billion USD. Not a total disaster and may be some sort of rough indication of a figure from the "AVZ side", although it is not directly from Nigel.
View attachment 89398
| Acquisition Price (USD) | Equivalent AUD (Billions) | Implied Share Price (AUD) |
|---|---|---|
| US$3.0 b | A$4.80 b | A$1.36 |
| US$3.5 b | A$5.60 b | A$1.59 |
| US$4.0 b | A$6.40 b | A$1.81 |
| US$4.5 b | A$7.20 b | A$2.04 |
| US$5.0 b | A$8.00 b | A$2.27 |
Certain posters S H REGURGITATE the same old RAMBLE...!..imo..
Nigel has promised a lot in the pass but nothing has happened...imo..!
The IMMINENT M L...!!
Locke deal that went on for 12 mths then didn't happen..!
Well not TRUE ..Locke is taking AVZ to court for MONEY...OMG..!
Just hope for AVZ SH, we get SOMETHING in the NEAR FUTURE, so we all can move ON..!.![]()
Can you do US$12b please? And for safety sake maybe reverse it from Implied Share Price of AUD$12.00 as well please
Acquisition Price (USD) Equivalent AUD (Billions) Implied Share Price (AUD) US$3.0 b A$4.80 b A$1.36 US$3.5 b A$5.60 b A$1.59 US$4.0 b A$6.40 b A$1.81 US$4.5 b A$7.20 b A$2.04 US$5.0 b A$8.00 b A$2.27
Conversion rate used: Roughly 1 USD ≈ 1.6 AUD
If they are worried about a few trolls put them on ignore and don't respond, takes a few minutes but it's not that difficult. As grown adults, you would think they would have learned this skill already.
That is the only problem. Back on HC I put all the trolls on ignore, and I put many people that routinely reply to the trolls on ignore. The problem then became that I am probably missing some good info because I have many many people on ignore.That would work if other grown adults wouldn't quote or reply to people you put on ignore.
One WOULD ASSUME ,You still taking NIGHT COURSES on how to swallow RATS...imo...!
THE M23 have not withdrawn yet out of the DRC or have they...!...imo
So when will this big DEAL HAPPEN..!
YOU can always invite them to your night courses...IMO...!
Some of us still try to combat the echo chamber effect.the echo chamber is spread across three or four platforms now
| Acquisition Price (USD) | Equivalent AUD (Billions) | Implied Share Price (AUD) |
| US$12.0 b | A$19.20 b | A$5.44 |
| US$11.5 b | A$18.40 b | A$5.21 |
| US$11.0 b | A$17.60 b | A$4.99 |
| US$10.5 b | A$16.80 b | A$4.76 |
| US$10.0 b | A$16.00 b | A$4.53 |
| US$9.5 b | A$15.20 b | A$4.30 |
| US$9.0 b | A$14.40 b | A$4.08 |
| US$8.5 b | A$13.60 b | A$3.85 |
| US$8.0 b | A$12.80 b | A$3.62 |
| US$7.5 b | A$12.00 b | A$3.40 |
| US$7.0 b | A$11.20 b | A$3.17 |
| US$6.5 b | A$10.40 b | A$2.94 |
| US$6.0 b | A$9.60 b | A$2.72 |
| US$5.5 b | A$8.80 b | A$2.49 |
| US$5.0 b | A$8.00 b | A$2.27 |
| US$4.5 b | A$7.20 b | A$2.04 |
| US$4.0 b | A$6.40 b | A$1.81 |
| US$3.5 b | A$5.60 b | A$1.59 |
| US$3.0 b | A$4.80 b | A$1.36 |
You need to qualify the exchange rate in your calculations.
Acquisition Price (USD) Equivalent AUD (Billions) Implied Share Price (AUD) US$12.0 b A$19.20 b A$5.44 US$11.5 b A$18.40 b A$5.21 US$11.0 b A$17.60 b A$4.99 US$10.5 b A$16.80 b A$4.76 US$10.0 b A$16.00 b A$4.53 US$9.5 b A$15.20 b A$4.30 US$9.0 b A$14.40 b A$4.08 US$8.5 b A$13.60 b A$3.85 US$8.0 b A$12.80 b A$3.62 US$7.5 b A$12.00 b A$3.40 US$7.0 b A$11.20 b A$3.17 US$6.5 b A$10.40 b A$2.94 US$6.0 b A$9.60 b A$2.72 US$5.5 b A$8.80 b A$2.49 US$5.0 b A$8.00 b A$2.27 US$4.5 b A$7.20 b A$2.04 US$4.0 b A$6.40 b A$1.81 US$3.5 b A$5.60 b A$1.59 US$3.0 b A$4.80 b A$1.36
Try this for breakfast…