AVZ Discussion 2022

[LEFOOL]

Bullshit spike! Don't be a fucken softcock. Nothing could be more disappointing than the last 3 years. We deserve every single cent the we can can squeeze out the rich fuckers and multi nationals that want what we are entitled to, 3 years of reading the bullshit on hotcrapper, 3 years of feeling like a dickhead explaining to my wife that what has happened is not right, 3 years of working when I should have been fishing, 3 years of that fat c#nt and snake head living the high life! What would we all be doing right now if it wasn't for the corrupt c#nts. The BOD should be DEMANDING we get get 12 billion dollars US and not one cent less. That's what we would have right now if the ML had been stamped - or even twice that! Take the fuckers to the very highest courts that will reveal their treason to the poor bastards living in poverty. We deserve to count a shitload of chickens!

 

[Flight996]

Depending on who and how many entities bid on Manono, the best outcome may not necessarily be the highest cash offer. The best offer may end up being a mix. For example, RIO in conjunction with KoBold may offer a mix of cash + scrip + royalties.

While there are plenty of holders who understandably want to wash their hands entirely of the DRC and everything it represents, cash + scrip + royalties may be an attractive alternative for some shareholders, particularly those who bought their AVZ shares at single-digit prices and want to drip-feed their CGT liabilities across multiple years...

• cash compensation from Zijin Mining for the loss of Carriere de l’Este and its JORC compliant resource, plus​
• some cash from RIO for shareholders to pocket or invest elsewhere, plus​
• some RIO shares for those who want exposure to a big ASX listed diversified miner, and delayed exposure to CGT, plus​
• some ongoing royalties for those who want to retain long-term exposure to Manano’s big fat resource, which still retains numerous other unexplored pegmatites.

If constructed and presented well, this mix may be a decent alternative to an all-cash offer.

In any case, any proposal negotiated and accepted in principle by the board still needs the approval of ordinary shareholders.

Cheers
F

 

[JNRB]

Holy shit I had to scroll through a lot of bickering on here this morning. Is mercury in fking retrograde or something?

 

[cruiser51]

"Highly strung...playing the victim...ironic behaviour." Hmmmm

When you first blew in here, my first thoughts were that you were a little OTT.
Not for one moment did I suspect your agenda or motives though I 100% UNDERSTAND why others did.
I DMd one poster asking him to lay off you and why I thought they should and also in the interests of thread harmony. I did not necessarily think that they were going too far. No reply but I think they did wind it down.

Now lets get a few things very straight.
I am not a gatekeeper - nobody else is either. We are refugees from the crapper and have a tacit agreement to call out misbehaviour. It works extremely well, folks have apologised and for example some language has stopped as have girlie pics and some sexism.
I won't labour the point about the fantastic info', intel' and analysis that appears here on a daily basis.
Now it doesn't matter whether you, I or anyone else agree with this thread MO and the resulting decisions, that is what we have agreed to do and it has generally stoppped Crapper MkII, whilst maintaining humour and human interest.
I still get emotional goosebumps every time John is mentioned
With that in mind, perhaps you could show people here a little more respect, and not get strung up by anonymous bods on the interweb. Harmony.

I know that your remarks were not aimed at me, but I still think that you need to grow up.

Recently, I've been posting about people quoting prices that they would accept. I've made it clear why I think it sets a low bar for acceptance along wih a low bar for offers.

Since 22 March (two weeks) these were your posts and the prices you quoted or that I extrapolated from a sale divded by 3.52 billion shares:

$1.99 - 2.84
Auction
$2.50
$1.38 + royalties
$121 SP of Rio
$2.84
? + add $2.84
$2.56
$3.41
$2 hoping that management won't accept less.
$1.50
$2 sell to Zijin

So let's forget $121 as I presume Rio price was a joke.
Your prices vary between $1.38 + an undefined figure, and $3.41 which is almost 2.5 times as large.
What would you do if any reserve was not hit in the auction?

So yes enough of that.
Enough of whinging about your ' mistreatment ' here. The reaction to your posts was understandable.
What is not understandable is you outing grudges a year later.

Your OCD on prices and your changing with the tide is also beyond me.

So yes,

'enough of that, hopefully a lesson for many, and hopefully no matter how bad it gets, the overly paranoid gatekeepers can stay rational from now on. Now onwards, and upwards. '

There are no gatekeepers unless you believe there are. But I'm sure you're not paranoid.

Back to Suzuka and qualifying.

 

[LifesGood]

Holy shit I had to scroll through a lot of bickering on here this morning. Is mercury in fking retrograde or something?

Yes it is actually

 

[Spikerama]

Yes it is actually

Did you manage to purchase any shares LG?

 

[LifesGood]

Did you manage to purchase any shares LG?

No new shares. I only have my original holding from four or five years ago.

 

[LifesGood]

No new shares. I only have my original holding from four or five years ago.

I think I'll stay with that...just happy that my research looked liked it was right after all. I'm not experienced with off market trades so will take the advice to not go there.

 

[Azzler]

This just in...
"if you put dumb cunts on ignore...
dumb cunts will vanish into oblivion!"

 

[Azzler]

Global News Flash...
...beep bloop bleep bleep...
"Yaseen is a massive dumb cunt"
For real!

 

[Dazmac66]

S⅘s

This just in...
"if you put dumb cunts on ignore...
dumb cunts will vanish into oblivion!"

That Yaseen dude has been on ignore for so long I can't remember doing it.
As far as the bickering comment goes I hope Spike is not offended by my post last night. Wasn't aimed at you mate - love the work you do. Hope to shout you a beer one day!
Dazz.

 

[Frank]

https://x.com/DavidKWells/status/1908351766720299016

https://x.com/jehovahcar500/status/1908367764148092954

https://x.com/TheGermanOne86/status/1908452769037443550

https://x.com/brendo726/status/1908488644744405306

 

[Bray]

A lot of carry on tonight you MFs, bring back the love

 

[Frank]

*In other News i see where,

Trump, Tariffs and Tin​

US President Donald Trump’s tariff blitz has shocked financial markets, but the LME base metals complex got an early preview of the likely mayhem.

The imposition of 25% tariffs on U.S. imports of aluminum has dislocated the light metal’s global supply chain, while the threat of similar levies on copper has generated an unprecedented disconnect in transatlantic pricing.

Micro tariff turbulence is now overlaid with macro tariff turmoil as markets take fright at the risk of a full-blown trade war.

The London Metal Exchange’s index of base metals has slumped 6% this week as reciprocal tariffs moved from threat to reality.

Only one metal has escaped the tariff tsunami.

Tin continues to out-perform the rest of the LME pack buoyed by its own supply chain chaos.

Supply shocks rock tin

LME three-month tin gained 25% over the first quarter of 2025, eclipsing even gold’s stellar run.

A series of supply shocks has generated a roller-coaster ride for tin traders.

The market sold off on news the giant Man Maw tin mine in Myanmar would restart after an 18-month absence before rebounding when Alphamin Resources announced it was closing its Bisie mine in the Congo due to the escalating insurgency in the east of the country.

The devastating earthquake in Myanmar, throwing fresh doubt on Man Maw’s return, has propelled tin even higher.

Investors have rushed to join the action. Fund long positioning has hit record levels.


LME stocks are sliding and time-spreads tightening, adding to the volatility mix.

mining.com

*Don't forget the Tin - Man in Manono Bro

It's gotta be worth an Extra, Oh i dunno

 

[Doc]

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You in the wrong place muppet

 

[Hudnut]

 

[Mr Inappropriate]

Suspicious post. Steer clear of the links in that article.

@Doc and @Hudnut - can you please edit your posts to remove the quoted content.

 

[hedrox]

I remember the days when most shareholders were complaining, that Nigel decided to go on drilling after suspension instead of saving money for the upcoming court cases. Looking back to Nigel's decision....bloody master stroke!
Our resource doubled to 841 million tons...yes 841 million tons....not 400 million tons...get your numbers right Kobold Rio or whoever is interested to purchase our resource. Get your wallet out and compensate us appropriate ....56 days to go

 

[Winenut]

You in the wrong place muppet

"You in the wrong place muppet"

Probably posting while drunk........you know.......PUI

 

[Bin59]

Has it been mentioned before in discussions about the proposed minerals agreement that U.S. companies would gain exclusive access to the DRC's vast mineral resources, or has Joe got it wrong

https://x.com/Joe__Bassey/status/1908454931343827123

https://x.com/Joe__Bassey


Typical African
@Joe__Bassey

The Democratic Republic of Congo has officially started negotiations with the United States for a minerals-for-security deal. Under this proposed agreement, U.S. companies would gain exclusive access to the DRC's vast mineral resources, including cobalt, lithium, and uranium, crucial for global supply chains. In return, the U.S. would provide military assistance to help address the ongoing conflicts with armed groups in the country's eastern regions. Talks are still in the early stages, with both parties carefully evaluating terms that align with their national interests.


8:41 PM · Apr 5, 2025
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