AVZ Discussion 2022

djhome

Regular
Acquisition Price (USD)Equivalent AUD (Billions)Implied Share Price (AUD)
US$12.0 bA$19.20 bA$5.44
US$11.5 bA$18.40 bA$5.21
US$11.0 bA$17.60 bA$4.99
US$10.5 bA$16.80 bA$4.76
US$10.0 bA$16.00 bA$4.53
US$9.5 bA$15.20 bA$4.30
US$9.0 bA$14.40 bA$4.08
US$8.5 bA$13.60 bA$3.85
US$8.0 bA$12.80 bA$3.62
US$7.5 bA$12.00 bA$3.40
US$7.0 bA$11.20 bA$3.17
US$6.5 bA$10.40 bA$2.94
US$6.0 bA$9.60 bA$2.72
US$5.5 bA$8.80 bA$2.49
US$5.0 bA$8.00 bA$2.27
US$4.5 bA$7.20 bA$2.04
US$4.0 bA$6.40 bA$1.81
US$3.5 bA$5.60 bA$1.59
US$3.0 bA$4.80 bA$1.36

Try this for breakfast…
 
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KentCStrait

Regular
Acquisition Price (USD)Equivalent AUD (Billions)Implied Share Price (AUD)
US$12.0 bA$19.20 bA$5.44
US$11.5 bA$18.40 bA$5.21
US$11.0 bA$17.60 bA$4.99
US$10.5 bA$16.80 bA$4.76
US$10.0 bA$16.00 bA$4.53
US$9.5 bA$15.20 bA$4.30
US$9.0 bA$14.40 bA$4.08
US$8.5 bA$13.60 bA$3.85
US$8.0 bA$12.80 bA$3.62
US$7.5 bA$12.00 bA$3.40
US$7.0 bA$11.20 bA$3.17
US$6.5 bA$10.40 bA$2.94
US$6.0 bA$9.60 bA$2.72
US$5.5 bA$8.80 bA$2.49
US$5.0 bA$8.00 bA$2.27
US$4.5 bA$7.20 bA$2.04
US$4.0 bA$6.40 bA$1.81
US$3.5 bA$5.60 bA$1.59
US$3.0 bA$4.80 bA$1.36

Try this for breakfast…
You need to qualify the exchange rate in your calculations.

You appear to be using USD$1 = AUD$0.625. I think that's very generous. A more realistic value to calculate with would 0.67 or higher.
 

FatCatz

Member
Some of us still try to combat the echo chamber effect.

I post on footy forums etc. so have seen a very broad view of the “characters” that populate online platforms such as this. It’s critical to raise devil advocates, alternative views etc. against the grain but gee you open yourself up to the group think backlash “they are a troll” narrative.
 
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Uglybob

Regular
Realistically, there's nothing in the private thread right now. If you ignore the toilets two profiles and yaseen, there's no need for it.

Interesting vid on the history if the Li-Ion battery for those who like this sort of thing.

 

tolate

Member
Still swallowing rats in Night Class 101…!
Three years deep and AVZ still waiting on the BIG MOVE…!
M23 haven’t cleared... tension is STILL seen in the air…
Perhaps no deal lands until the DUST settles…???? imo..!!
More to the M23 SAGA...imo

M23 will likely remain in the talks to buy time to consolidate control over occupied areas in the eastern DRC.
M23 has expanded its well-organized parallel administration in the eastern DRC and largely replaced the DRC government since late February.[25] Staying in the talks gives M23 and Rwanda time to gain even greater leverage by consolidating stronger de facto control over occupied areas.
 

Anchorman

Emerged
More to the M23 SAGA...imo

M23 will likely remain in the talks to buy time to consolidate control over occupied areas in the eastern DRC.
M23 has expanded its well-organized parallel administration in the eastern DRC and largely replaced the DRC government since late February.[25] Staying in the talks gives M23 and Rwanda time to gain even greater leverage by consolidating stronger de facto control over occupied areas.
Not quite how I see it…! M23 playing the usual game, but the PRESSURE is mounting…!
They might look in control but the CRACKS are showing — regional forces circling, diplomacy heating…!
Can only buy time for so long before the table FLIPS…!
This SAGA’s is about how long they can pretend they have control!!… imo..!!
 

Skar

Regular
I post on footy forums etc. so have seen a very broad view of the “characters” that populate online platforms such as this. It’s critical to raise devil advocates, alternative views etc. against the grain but gee you open yourself up to the group think backlash “they are a troll” narrative.
I am over 40, I grew up without the Internet and the whole 'group think', comment for likes mentality. I only come here to find out things I don't know and get different perspectives, not affirmation and echos.

Back on point though, https://x.com/matt_fernley/status/1953352302141550957, even mainstream view points are we are off the bottom of the cycle (my watch list is mostly green again now too). So either Kobold (or other negotiating parties Nigel Mentioned in the last announcement), thinks longterm and prices in future value or we just keep going through arbitration till the value we see matches what others are willing to pay.
 
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