AVZ Discussion 2022

[obe wan]

So the Mrs and I are looking at buying a property - given the current market - it would be extremely great if we could access these (not an insignificant amount) funds.

It would be also great if on open - they would confirm ML, DFS, and all the bells and whistles we've been promised and it'll shoot up to the previous high of $1.30 - and hopefully beyond.

Not sure it will head straight for the dollar mark ; there's something like 138m that need to be sold ETF / index funds ...theres more than that in shorts at around 145m that will be in the market for those ETF / Index shares, but i reckon there will likely also be over 100m or more that will be sold as people will just want cash out for a multitude of reasons.

Canaccord whom sold on ML / decree ann, I'd imagine would be keen to get back on board at the lower price considering they made a motsa on sales prior to suspension ; so they'll be absorbing I reckon....after the dust settles and ML license in hand, id imagine that it should start to climb back north

 

[Thaz]

Not sure it will head straight for the dollar mark ; there's something like 138m that need to be sold ETF / index funds ...theres more than that in shorts at around 145m that will be in the market for those ETF / Index shares, but i reckon there will likely also be over 100m or more that will be sold as people will just want cash out for a multitude of reasons.

Canaccord whom sold on ML / decree ann, I'd imagine would be keen to get back on board at the lower price considering they made a motsa on sales prior to suspension ; so they'll be absorbing I reckon....after the dust settles and ML license in hand, id imagine that it should start to climb back north

haha yeah, totally understand that.

This is me (and everyone else) right now.

 

[Doc]

Not sure it will head straight for the dollar mark ; there's something like 138m that need to be sold ETF / index funds ...theres more than that in shorts at around 145m that will be in the market for those ETF / Index shares, but i reckon there will likely also be over 100m or more that will be sold as people will just want cash out for a multitude of reasons.

Canaccord whom sold on ML / decree ann, I'd imagine would be keen to get back on board at the lower price considering they made a motsa on sales prior to suspension ; so they'll be absorbing I reckon....after the dust settles and ML license in hand, id imagine that it should start to climb back north

Faaaark, imagine being able to talk about the day to day gyrations of the SP!!
Ahhh those were the days….

 

[Winenut]

Faaaark, imagine being able to talk about the day to day gyrations of the SP!!
Ahhh those were the days….

 

[Li-AusPol]

Not sure it will head straight for the dollar mark ; there's something like 138m that need to be sold ETF / index funds ...theres more than that in shorts at around 145m that will be in the market for those ETF / Index shares, but i reckon there will likely also be over 100m or more that will be sold as people will just want cash out for a multitude of reasons.

Canaccord whom sold on ML / decree ann, I'd imagine would be keen to get back on board at the lower price considering they made a motsa on sales prior to suspension ; so they'll be absorbing I reckon....after the dust settles and ML license in hand, id imagine that it should start to climb back north

Nige eluded to this in the Brisbane road show

- that he expected an initial drop to SP due to ASX 200 funds exiting
- then followed by SP recovery with the coming news/milestones that they expect to release after ML

I’ll be loading up on any major SP weakness

There’s another Lithium stock on the ASX without any resource define that’s MC is almost the same as AVZs

Crazy times

 

[BRICK]

So the Mrs and I are looking at buying a property - given the current market - it would be extremely great if we could access these (not an insignificant amount) funds.

It would be also great if on open - they would confirm ML, DFS, and all the bells and whistles we've been promised and it'll shoot up to the previous high of $1.30 - and hopefully beyond.

Oh i fucking hear you there....

Im in the same boat.

 

[Samus]

Nige eluded to this in the Brisbane road show

- that he expected an initial drop to SP due to ASX 200 funds exiting
- then followed by SP recovery with the coming news/milestones that they expect to release after ML

I’ll be loading up on any major SP weakness

There’s another Lithium stock on the ASX without any resource define that’s MC is almost the same as AVZs

Crazy times

Wonder if he also expected the suspension to last 10+ months?
If we ever open we'll get smashed imo. Could be a slow road to recovery given the mine build will take at least 2 years (undoubtedly a lot longer in Africa time) and the sovereign risk is off the charts beyond anyone's wildest expectations.
Hope for the best though, I'd like to offload for a decent price sooner than later.

 

[Flight996]

Nige eluded to this in the Brisbane road show

- that he expected an initial drop to SP due to ASX 200 funds exiting
- then followed by SP recovery with the coming news/milestones that they expect to release after ML

I’ll be loading up on any major SP weakness

There’s another Lithium stock on the ASX without any resource define that’s MC is almost the same as AVZs

Crazy times

If you are talking about PMT, which BTW is currently up another 15% today, according to Commsec its MC is $165.2m versus AVZ $2.75b.
I understand there are approximately 20m outstanding options and warrants, including 750,000 at CD$12.50 expiring in 2026. It's kinda difficult getting an exact MC because of the dual listing arrangement.

Cheers
F

 

[Li-AusPol]

If you are talking about PMT, which BTW is currently up another 15% today, according to Commsec its MC is $165.2m versus AVZ $2.75b.
Commsec's MC takes into account all outstanding shares and options.

Cheers
F

Oh dear, plz read their company presentation on 13/1 - asx announcement

I thought you would have worked it by now

 

[Flight996]

Oh dear, plz read their company presentation on 13/1 - asx announcement

I thought you would have worked it by now

Thanks Li-Auspol
Page 17 of PMT's company presentation dated 13 Jan 2023:
Fully diluted market cap = CD$600m, and close to 25% of AVZ's $AU2.7b MC.

 

[TDITD]

Not sure it will head straight for the dollar mark ; there's something like 138m that need to be sold ETF / index funds ...theres more than that in shorts at around 145m that will be in the market for those ETF / Index shares, but i reckon there will likely also be over 100m or more that will be sold as people will just want cash out for a multitude of reasons.

Canaccord whom sold on ML / decree ann, I'd imagine would be keen to get back on board at the lower price considering they made a motsa on sales prior to suspension ; so they'll be absorbing I reckon....after the dust settles and ML license in hand, id imagine that it should start to climb back north

Definitely going to be some selling due to many wanting/needing to access their cash.
The BOD said at the shitshow that they are aware of the situation and lining up the announcements so to speak, they will need too.
With lithium going strong and remaining strong we are with any luck in the 'rising tide lifts all boats' scenario and the drop isn't too bad.

I'm interested to see those announcements out and watch how long it takes for AVZ to start moving up again. There is a nagging part of me that is expecting the market to have lost faith in the BOD and DRC and in that case price would then stagnate and only really start to move a few months out from first concentrate produced.

Certainly hope not, what's others opinions on this when we open back up?

 

[TDITD]

Thanks Li-Auspol
Page 17 of PMT's company presentation dated 13 Jan 2023:
Fully diluted market cap = CD$600m, and close to 25% of AVZ's $AU2.7b MC.

View attachment 28249

Its 1 to 10 isn't it?
so your 165m is actually 1.65B, remember this is very early stage too. Im in with a little @60c. Waiting now for the mining cycle to do what its done to AVZ to PMT then I'm in like a DRC politician whose been offered a bag full of snacks

 

[Li-AusPol]

Thanks Li-Auspol
Page 17 of PMT's company presentation dated 13 Jan 2023:
Fully diluted market cap = CD$600m, and close to 25% of AVZ's $AU2.7b MC.

F, what happened to your $165 million fully diluted MC?????

Fyi todays SP hit $1.68 at its high

PMT is 10-1 to PMET Canadian listing

So….. 1.68 x 10 = 16.8

Then x by 1.07 (AUD to CAD) conversion

You get 17.98 CAD equivalent MC at this price is 1.9 billion AUD (AVZ is only 2.7billion AUD)

CAD PMET SP is lagging miles behind ASX PMT
It’s $12.40 CAD with MC of 1.31 billion - plz refer to photo of MC in attachment

That’s over 1100% higher than the MC you think it is at $165 million

Crazy you didn’t know

Sorry to everyone that this is cross promoting - just wanted to help F out with his incorrect MC beliefs

 

[Flight996]

Its 1 to 10 isn't it?
so your 165m is actually 1.65B, remember this is very early stage too. Im in with a little @60c. Waiting now for the mining cycle to do what its done to AVZ to PMT then I'm in like a DRC politician whose been offered a bag full of snacks

60c is great buying TDITD.

I would have thought its MC is MC, which takes into account all shares, options and CDIs (ie $CD600m is its enterprise value). I have not previously dipped my toes into dual listings, so I have a bit to learn.

Cheers
F

 

[Rediah]

F, what happened to your $165 million fully diluted MC?????

Fyi todays SP hit $1.68 at its high

PMT is 10-1 to PMET Canadian listing

So….. 1.68 x 10 = 16.8

Then x by 1.07 (AUD to CAD) conversion

You get 17.98 CAD equivalent MC at this price is 1.9 billion AUD (AVZ is only 2.7billion AUD)

CAD PMET SP is lagging miles behind ASX PMT
It’s $12.40 CAD with MC of 1.31 billion - plz refer to photo of MC in attachment

That’s over 1100% higher than the MC you think it is at $165 million

Crazy you didn’t know

Sorry to everyone that this is cross promoting - just wanted to help F out with his incorrect MC beliefs

To the left, to the left

 

[M.Bison]

F, what happened to your $165 million fully diluted MC?????

Fyi todays SP hit $1.68 at its high

PMT is 10-1 to PMET Canadian listing

So….. 1.68 x 10 = 16.8

Then x by 1.07 (AUD to CAD) conversion

You get 17.98 CAD equivalent MC at this price is 1.9 billion AUD (AVZ is only 2.7billion AUD)

CAD PMET SP is lagging miles behind ASX PMT
It’s $12.40 CAD with MC of 1.31 billion - plz refer to photo of MC in attachment

That’s over 1100% higher than the MC you think it is at $165 million

Crazy you didn’t know

Sorry to everyone that this is cross promoting - just wanted to help F out with his incorrect MC beliefs

Easy there tiger.

 

[TDITD]

Easy there tiger.

 

[TDITD]

$AVZ
https://www.sadc.int/latest-news/an...orridor-transit-transport-facilitation-agency

If issue with above official link use this news report on it
https://www.thestar.com.my/news/wor...ntries-sign-deal-to-improve-transport-network

 

[Li-AusPol]

Easy there tiger.

 

[Fletch77]

Pretty much sums up the avg AVZ Investor.


Shine Head Their Doesn’t The Where Shoved Sun


Make a sentence from the above. Sums up a lot of folk.

GOD HELP EM

Guys it only takes 2 paid members to report this fuckwits posts and get them removed.

Enough reports he’s gone for good.