AVZ Discussion 2022

[Carlos Danger]

LINK: https://x.com/AndrewJ44546683/status/1953231125708709929


View attachment 89360

Andrew 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

 

[Carlos Danger]

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.

This you?

If so you would fit in perfectly in the secret squirrel chat imo

 

[harros111]

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!!!

ditto regards harros111

 

[Skar]

This you?

If so you would fit in perfectly in the secret squirrel chat imo

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I still chuckle at the fact they tried to dig a well out of the way and hit lithium there too

 

[Hodlandwin69]

Andrew 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

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 6.2billion

 

[KentCStrait]

Ceasefire in doubt as Rwanda-backed rebels kill hundreds in eastern DR Congo

 

[FatCatz]

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!!!

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.

Still though, it had its use but idiots have to ruin it. We are all guilty of it, but now the echo chamber is spread across three or four platforms now.

Regardless, this is closing soon. AVZ is at the final hour. Not long now.

 

[Xerof]

There are no new insights in the private thread. It is simply a place where Yaseen, Tolate etc can’t disturb the peace with either stupid fucking posts or deletions of genuine research

This thread also never had ‘sensitive’ information shared either, so you’re really not missing much except level headed conversation

 

[tolate]

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..!.

 

[tolate]

There are no new insights in the private thread. It is simply a place where Yaseen, Tolate etc can’t disturb the peace with either stupid fucking posts or deletions of genuine research

This thread also never had ‘sensitive’ information shared either, so you’re really not missing much except level headed conversation

Maybe we hope KOBOLD has a level head...imo

 

[Xerof]

Go for it, the floors yours here

Nobody gives a fuck

 

[Xerof]

 

[yaseenmeoncebefore]

This you?

If so you would fit in perfectly in the secret squirrel chat imo

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BAHAHAHAH Carlos!!!

Didn't you get the memo? You are supposed to be pretending that the secret thread has all the good info. That way whinenut and Remark can try to satisfy their need for narcissistic supply by choosing who does or doesn't have access to the thread.

You exposing that the thread is full of unsubstantiated shite that never comes true goes against what they are trying to do...but you already knew that without me having to say it...yet you still posted it anyway...that is legendary lol

You are alright in my book

 

[Xerof]

read my memo you dumbfuck

Just all of the team without you, your alter ego’s and toilet

No secrets

 

[yaseenmeoncebefore]

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.

Yes, it is as simple as viewing and posting the thread as per normal and placing people you don't want to hear from on ignore. What you are not taking into account though, is that just because someone is technically an adult, this does not mean that they possess logical reasoning or critical thinking skills.

I would also disagree that it is odd for keyboard warriors to feel the need for a safe space. People experiencing emotional distress and mental health issues will often try to use safe spaces, as trying to operate in the wider community can be too overwhelming for someone going through a mental health crisis. Hence the need for the mental health therapy thread.

 

[yaseenmeoncebefore]

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.

 

[Mute22]

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

Conversion rate used: Roughly 1 USD ≈ 1.6 AUD

 

[Anchorman]

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..!.

That’s a BIT OFF, imo…!
Nigel’s words have STARTED LANDING..!!! court wins, arbitration…!!
The LOCKE stuff is REDUNDANT — they’re chasing MONEY because they know the value…!
Not just HOPE anymore…signs are there if you look!!!
Stuck or like LOADED SPRINGS?????? Or just REMINDING people what’s ACTUALLY HAPPENED…! OMG… imo..!!
BRING IT ON

 

[PutUsernameHere]

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

Can you do US$12b please? And for safety sake maybe reverse it from Implied Share Price of AUD$12.00 as well please
Just to keep things aligned with all expectations

 

[Hudnut]

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 would work if other grown adults wouldn't quote or reply to people you put on ignore.