AVZ Discussion 2022

[Stockinvesting]

Enough money for well into next year. They could easily get a decent cap raise done if required but they wont need that...as when the ML is issued Mr Pei will be paying for 9% minimum so thats US$90mil to AVZ coffers. AVZ can be the one to play the long game and the price will continue to rise.

ML. That's the key, obviously.

What you say makes perfect sense. I'm suggesting we're not going to get it. It'll be issued to whatever company takes us over.
I'm saying the entity will be Chinese.

Further, who would put more money into the company for a cap raise right now anyway. You'd have to be crazy.

Mate I hope I'm wrong.

Unfortunately there's not a skerrick of evidence to suggest we're doing anything other than treading water. Even the recent quarterly offered no glimmer of hope that I could see.

Same old, same old.

 

[Roon]

I know it's low ball Chilla.

That's my point.

No ML. No TO in vicinity of crazy predictions like $2 to $5.

It just isn't realistic. Chinese choking us, in for the long, long game. DRC corruption entrenched.

I believe I'm close to being on the money. Wish I didn't.

Agree. Without a ML we aren't getting over our ATH.

 

[Stockinvesting]

I believe you have been conditioned into looking at it from the enemies point of view and have capitulated after being worn down after all this time (anyone saying this shitshow hasn't worn them down is either telling huge porkies or a psychopath). That is exactly what they want all of us shareholders to do so we pressure the board into accepting a pitifully low TO offer like the one you shockingly mentioned. (Thank god we don't have ESS board for example)

Granted we are being choked, but you are missing all in our favour :

We have ICC cases where we WILL win (don't want hear ifs or buts, look at how MMCS went) - Big impact on leverage
We have a BFS that will value us far higher - Big impact on value
We are drilling for further resource - So so impact on value
We have Felix reshuffling Lukondes corrupt cesspit - Big impact on ML being delivered
We have access to a further $50 mil which it unfortunately looks like we will use - Big impact on our longevity to hold past ICC issues
We have pineapples - Big impact on Meme quality

Nigel and the BOD would never go for such a silly price which I bet they have already been given verbally

Jesus even the scam was at $1.5 AUD wasnt it ?

In my view 90cents is a crazy prediction when you factor in the cards we still hold. Thank god your not close to the money mate, very happy to have you wire me the difference from 90cents if this does get brought out, you know to keep you happy

Cheers. Good luck to us all.

 

[Carlos Danger]

That, imo, is reasonable.

PLS is currently at 14B market Cap.

for AVZ to get there - it'll need to increase SP by 7x.

= $5.46.

allow a 20% discount for not being in production which would be also offset, somewhat, by the resource and hopefully the updated DFS/BFS.

= $4.368.

I know it's low ball Chilla.

That's my point.

No ML. No TO in vicinity of crazy predictions like $2 to $5.

It just isn't realistic. Chinese choking us, in for the long, long game. DRC corruption entrenched.

I believe I'm close to being on the money. Wish I didn't.

This is the sensible path forward imo. Sell it to a major with a MC larger than the DRC's GDP.
Doubtful you'll see the sort of shenanigans afforded to a pissant explorer like AVZ by the criminals over there.
That's if they'll take it at a reasonable price after the sort of shit we've witnessed over the past 10+ months.
Personally I could live with $1 plus with anything more being a bonus. Beats loosing the lot which seems just as likely as any potential takeover right now. I'll take 50c over pissing my initial investment down the drain and put it down to experience.
The fact that neither the board nor the DRC can get this over the line to everybody's benefit in a red hot lithium market tells me everything I need to know.

Still prefer $10 or $12 to zijin though Wino...

They wont sell it unless at least 66-75% confirmed, ML rec'd, 10MTPA BFS done, Resource Upgrade done, PLS Study done, SEZ awarded. That is why $4-5 is a reasonable range if someone wants to buy it. A lot of that is done or nearly done and awaits ML for release, hence the $8mil spend per quarter on exploration and studies to have it all ready to go as soon as ML awarded.

Been reading some interesting positions on the potential TO prices

The value of the resource is increasing day by day as the Lithium deficit grows, the resource size is increased through drilling assessments and the price of the commodity climbs

The longer it takes for any of the potential players to stump up a decent offer the higher the price is going every single day

Get it into your heads potential buyers.....

$10

$10

$10...

Oh.....and $12 Zijin....fuckers

I believe you have been conditioned into looking at it from the enemies point of view and have capitulated after being worn down after all this time (anyone saying this shitshow hasn't worn them down is either telling huge porkies or a psychopath). That is exactly what they want all of us shareholders to do so we pressure the board into accepting a pitifully low TO offer like the one you shockingly mentioned. (Thank god we don't have ESS board for example)

Granted we are being choked, but you are missing all in our favour :

We have ICC cases where we WILL win (don't want hear ifs or buts, look at how MMCS went) - Big impact on leverage
We have a BFS that will value us far higher - Big impact on value
We are drilling for further resource - So so impact on value
We have Felix reshuffling Lukondes corrupt cesspit - Big impact on ML being delivered
We have access to a further $50 mil which it unfortunately looks like we will use - Big impact on our longevity to hold past ICC issues
We have pineapples - Big impact on Meme quality

Nigel and the BOD would never go for such a silly price which I bet they have already been given verbally

Jesus even the scam was at $1.5 AUD wasnt it ?

In my view 90cents is a crazy prediction when you factor in the cards we still hold. Thank god your not close to the money mate, very happy to have you wire me the difference from 90cents if this does get brought out, you know to keep you happy

Agree. Without a ML we aren't getting over our ATH.

A fair deal is one where both parties feel like they are giving a bit of ground. There is no chance AVZ management will sell for less than 1.38 or they will be opening themselves up to potential class action from investors that lost money. Also there is no chance anyone would pay more than 2.00 to takeover this shitshow as it currently stands unless there is a feverish bidding war.

The answer lies somewhere in the middle of 1.38 and 2.00 until the licence is registered. And I can't see management selling anytime soon after the licence is registered. Especially considering they have been promising the DRC government that they aren't just speculators. Would be a terrible look if we just turned around and flogged it off once getting the licence. Will only be sold if there is no action on finalising the licence from the DRC government in the next few months imo

 

[Chilla]

ML. That's the key, obviously.

What you say makes perfect sense. I'm suggesting we're not going to get it. It'll be issued to whatever company takes us over.
I'm saying the entity will be Chinese.

Further, who would put more money into the company for a cap raise right now anyway. You'd have to be crazy.

Mate I hope I'm wrong.

Unfortunately there's not a skerrick of evidence to suggest we're doing anything other than treading water. Even the recent quarterly offered no glimmer of hope that I could see.

Same old, same old.

They will not entertain any offer until ML awarded and the barrage of stacked up announcements hit the street and are reflected in the market. So there will be no TO until at least then.

There is plenty going on but will not be announced until the ML is awarded....you dont go telling the enemy all of your intel before you have a solid position.

Cap Raise would be to insto's and sophs...you wouldnt get invited. It would be easily filled but wont be necessary once Mr Pei hands over at least US$90 mil.

 

[Stockinvesting]

They will not entertain any offer until ML awarded and the barrage of stacked up announcements hit the street and are reflected in the market. So there will be no TO until at least then.

There is plenty going on but will not be announced until the ML is awarded....you dont go telling the enemy all of your intel before you have a solid position.

Cap Raise would be to insto's and sophs...you wouldnt get invited. It would be easily filled but wont be necessary once Mr Pei hands over at least US$90 mil.

Well I respectfully disagree mate.

Time will tell.

 

[Winenut]

Crankin' up around here

Something must be afoot

Lots and lots of low ballers poppin' in poppin' up pokin' around

Plenty know the underlying true value of this resource but want it too cheap

Get that ML in place and you know the score

$10

$10

$10

$12 Zijin....fuckers

 

[Thaz]

Crankin' up around here

Something must be afoot

Lots and lots of low ballers poppin' in poppin' up pokin' around

Plenty know the underlying true value of this resource but want it too cheap

Get that ML in place and you know the score

$10

$10

$10

$12 Zijin....fuckers

Fine fine

$20.
Take it or leave it.

 

[Winenut]

Fine fine

$20.
Take it or leave it.

Sold!

 

[Winenut]

You can direct deposit the funds to my account

I'll transfer the shares when we're back trading

 

[Samus]

At the end of the day many invest in the stock market so that our funds remain accessible if necessary. While some might be happy to be stuck in this situation for years to achieve something for many of us this is a shitful and very stressful situation. Especially off the back of what was stated in announcements leading up to suspension.
I'd like to see this trading on the back of some positive outcomes regardless of the licence, trouble is there still aren't any. Nothing is clear.

 

[Winenut]

AVZ administration preparing the copies of the $10 takeover transfer documents

 

[Doc]

Sold!

You know that was his offer for ALL your shares?

 

[Winenut]

You know that was his offer for ALL your shares?

It's okay....I only have 1

 

[Azzler]

The helplessness presented by the BOD is frightening

Hey Peter Clark,
eat the five cocks of Vishnu.
Enjoy.

 

[cruiser51]

Alles ist gut. Nichts hat sich verändert. Die Menschen leiden immer noch. Die Kinder haben immer noch Hunger und das Machtspiel mit den Korrupten kann weitergehen.

What does that have to do with the price of pineapples?

Maybe write a letter to the pope and suggest a day on the shovel in a cobalt mine.

 

[Misfits]

Not sure what titan means here. Cryptic in me says he was given info by a "taxi driver" and 240 "could "be the TO number..... Probably me looking too hard at it.

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titan64​

448 Posts.
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Date:01/02/23Time:19:53:18Post #:66015247

Have not posted for weeks , have sat back and once and a while would tap in here and see if the clown show has improved , but alas it has morphed into a complete freak show .
I had a Balinese Cab driver actually give me a line from the Matrix and he said AVZ is the one .
I said what do you mean .
The cab driver said there is only one , i said explain further . The cab driver sighed when there is one there is only one option .
Nigel knows the one , he does not give a flying f""k about cash burn , or the green mamba.
The one is soon , and so will the number 240.
Some great people here but ill stay away from the shorting freak show for another month .
Toilet will go when were you in Bali , you can not help some people .

 

[John25]

Still have $50mil undrawn equity capital facility available which was prepaid in shares as security. Smartest thing Nige has done imo.

No risk of running out of funds until end 2024 at current burn rate.

And if Nigel is fair dinkum he can sell his share in Klaus fuckers company & kick into AVZ slush fund …about time he gave back to the company to prove its a goer

 

[Dazmac66]

Why not start a takeover thread to get this off mainstream discussion. F#ck the corrupt c#nts. AVZ have gone by the book why not draw a line in the sand between right and wrong? All this talk of takeover is feeding the bottom feeders.

 

[ptlas]

ML. That's the key, obviously.

What you say makes perfect sense. I'm suggesting we're not going to get it. It'll be issued to whatever company takes us over.
I'm saying the entity will be Chinese.

Further, who would put more money into the company for a cap raise right now anyway. You'd have to be crazy.

Mate I hope I'm wrong.

Unfortunately there's not a skerrick of evidence to suggest we're doing anything other than treading water. Even the recent

The helplessness presented by the BOD is frightening

Fuck off