AVZ Discussion 2022

[Bin59]

The Tsieleka news site appears to have informative up to date articles - another good one to browse (& bookmark).

RDC: un projet du budget de 14,6 milliards Usd envisagé pour l’exercice 2023 - Tsieleka

Le ministre du budget a présenté au conseil des ministres de vendredi 2 septembre les premiers chiffres du projet de loi des finances exercice 2023. Ces projections sont évaluées en équilibre en recettes et en dépenses, à 29.511,1 milliards de FC (14,6 milliards d’USD). Ce qui dégage un taux de...

www.tsieleka.com

 

[Der Geist]

Der Geist I have been a fan of your work, but he is a troll, if you can’t see that I think you are wearing blinkers. Either way, there’s a massive difference between those that post opposing views and those that troll. I prefer to know as much as I can about projects, companies and their management as I can, but I’ve put him on ignore. As far as Deboss he has provided a lot of information as well as moral support to worried shareholders. Now I really am off to bed

Not fully tested in my view. A troll will stick to a negative narrative irrespective. Let’s see

If anyone recalls earlier this year i tweeted a video of Friedland inviting a Benchmark Minerals interviewer to engage in the Socratic method. This is what I believe in.

From what I gather, it appears management and ASIC have been communicating on the delicate matter of the Congolese jurisdiction and Chinese as soon as all this emerged last year - recall Lomela1 on hotcrapper? Cong trying to stir to no avail??.

So soon as something became publically material, media speculation, and the decree stamping AVZ’s endorsement we saw a suspension in trading and escalating tensions in the Congo. Which appears to have died down. Not sure it’s over yet. And next year is election year. I think there’s enough time to get most stuff sorted before then.
So basically there may be no repercussions on any apparent breach of continuous disclosure rules because disclosure may have meant falling into the trap that Cong’s likely blackmail was intending. Besides that I am not sure how this managing CD requirements is managed as I don’t ask around much about it. All will come out eventually.

And, last words for today. If AVZ had been less publically circumspect on the scope of it’s pre-emptive rights, by reference to the Dathcom agreement, which parts, we would have all had clarity to the point AFR-Tom would not have dared to treat AVZ as a meek victim of Chinese plotting. But I guess legal eagles had fun instead

 

[Der Geist]

For the simple reason no one has taken up the offer to address the CD concerns raised. (correct me if wrong). A lot of people must surely stay off forums when they see people being mugged as a troll, yes?
My post before this one explains further my views on this.

I’ve looked into the alias conspiracy and can say with my perspective (since this is not hotcrapper ) I have significantly contributed to many posters posting over the last 4 years, I just wouldn’t go there unless you want to troll shareholders yourself.

Further, I’m more interested in the message than the messenger.

As “Der geist” implies, a Hegelian mode of thinking, saying and unsaying and all that dialectical tensionality really is the real Rubik’s cube that keeps the west cranking

‘I’m not R2D2’ - But then claims people are feeling threatened by him. That’s a flat out lie, you just have to read the responses to the drone to see that is quite clearly not the issue. Not even a paragraph in an your at it….of course your not R2D2 or any of the 247 other aliases you ‘don’t’ use and naturally the timing is all coincidence, come on mate really, really

‘the reason why I think people may not welcome me is something I’ve reflected on’ - oh good that’s refreshi…oh wait

‘So if I’m not welcomed it’s because they don’t understand or haven’t followed my rationale thoroughly.’ - never mind


You are clearly an intelligent individual but for fuck sakes stop treating us all like dickheads with your many aliases and bloody back and forth conversations with yourself. Frankly that is bat shit crazy. Don’t bother picking this apart either for one or two misplaced words to pounce on, I’m not ‘attacking’.

I’m trying to do you a favour by saying just use this Der Geist account on TSE, it’s disrespectful and deceitful playing many ‘characters’ to seemingly push an agenda, you will lose peoples goodwill and trust. Of course everything I’ve said here is just my opinion but if you have been reading through the pages you will know that the accounts aswell as flip-flopping is what gets people annoyed.

Many on here have moved here because they are sick of those games, the BS shorter crap that goes on at the crapper as well as the click bait trolls paid and unpaid, this place is great please do keep it that way.

You as a researcher should be well respected and I hope we get to see that side of you as it would add to any forum.
Looking forward to the future

 

[Doc]

For the simple reason no one has taken up the offer to address the CD concerns raised. (correct me if wrong). A lot of people must surely stay off forums when they see people being mugged as a troll, yes?
My post before this one explains further my views on this.

I’ve looked into the alias conspiracy and can say with my perspective (since this is not hotcrapper ) I have significantly contributed to many posters posting over the last 4 years, I just wouldn’t go there unless you want to troll shareholders yourself.

Further, I’m more interested in the message than the messenger.

As “Der geist” implies, a Hegelian mode of thinking, saying and unsaying and all that dialectical tensionality really is the real Rubik’s cube that keeps the west cranking

“As “Der geist” implies, a Hegelian mode of thinking, saying and unsaying and all that dialectical tensionality really is the real Rubik’s cube that keeps the west cranking”

Come on mate! Why talk like a Sesquipedalian ( had to google that one! ) Not sure if you’re trying to impress yourself? Doesn’t impress others I can assure. Gets real monotonous to read to be honest and does take away from what may be pertinent points in your posts. Just my opinion.

 

[Bin59]

Not fully tested in my view. A troll will stick to a negative narrative irrespective. Let’s see

If anyone recalls earlier this year i tweeted a video of Friedland inviting a Benchmark Minerals interviewer to engage in the Socratic method. This is what I believe in.

From what I gather, it appears management and ASIC have been communicating on the delicate matter of the Congolese jurisdiction and Chinese as soon as all this emerged last year - recall Lomela1 on hotcrapper? Cong trying to stir to no avail??.

So soon as something became publically material, media speculation, and the decree stamping AVZ’s endorsement we saw a suspension in trading and escalating tensions in the Congo. Which appears to have died down. Not sure it’s over yet. And next year is election year. I think there’s enough time to get most stuff sorted before then.
So basically there may be no repercussions on any apparent breach of continuous disclosure rules because disclosure may have meant falling into the trap that Cong’s likely blackmail was intending. Besides that I am not sure how this managing CD requirements is managed as I don’t ask around much about it. All will come out eventually.

And, last words for today. If AVZ had been less publically circumspect on the scope of it’s pre-emptive rights, by reference to the Dathcom agreement, which parts, we would have all had clarity to the point AFR-Tom would not have dared to treat AVZ as a meek victim of Chinese plotting. But I guess legal eagles had fun instead

“Besides that I am not sure how this managing CD requirements is managed as I don’t ask around much about it. All will come out eventually.”

I feel confident AVZ manage their CD obligations as per the ASX rules:

https://www.asx.com.au/documents/about/abridged-continuous-disclosure-guide-clean-copy.pdf

See Rule 3.1 which is relevant to AVZ imo:

3.1A Listing rule 3.1 does not apply to particular information while each of the following requirements is satisfied in relation to the information:

3.1A.1 One or more of the following 5 situations applies:

 It would be a breach of a law to disclose the information;
 The information concerns an incomplete proposal or negotiation;
 The information comprises matters of supposition or is insufficiently definite to warrant disclosure;
 The information is generated for the internal management purposes of the entity; or
 The information is a trade secret; and

3.1A.2 The information is confidential and ASX has not formed the view that the information has ceased to be confidential; and
3.1A.3 A reasonable person would not expect the information to be disclosed.

(Especially given the nature of the issues at hand imo).

 

[TDITD]

For the simple reason no one has taken up the offer to address the CD concerns raised. (correct me if wrong). A lot of people must surely stay off forums when they see people being mugged as a troll, yes?
My post before this one explains further my views on this.

I’ve looked into the alias conspiracy and can say with my perspective (since this is not hotcrapper ) I have significantly contributed to many posters posting over the last 4 years, I just wouldn’t go there unless you want to troll shareholders yourself.

Further, I’m more interested in the message than the messenger.

As “Der geist” implies, a Hegelian mode of thinking, saying and unsaying and all that dialectical tensionality really is the real Rubik’s cube that keeps the west cranking

A considerable amount of dancing around the message I charitably offered to you. Certainly a convoluted way to admit to many aliases but thank you for at least doing so, with the expected theatrics.

 

[LOCKY82]

@Der Geist mate I think you'll be more than welcome here if you're straight up, but if you keep popping up after you've had a dictionary for breakfast, talking in riddles and alluding to this and that, people might not take to that so well.
I do think you're a very switched on individual and could offer a lot here, debate and information. Maybe just dim down the waffle

 

[Dijon101]

guys...



Let it go.

Back to discussing AVZ

 

[Spikerama]

@Der Geist mate I think you'll be more than welcome here if you're straight up, but if you keep popping up after you've had a dictionary for breakfast, talking in riddles and alluding to this and that, people might not take to that so well.
I do think you're a very switched on individual and could offer a lot here, debate and information. Maybe just dim down the waffle

I agree wholeheartedly. The tone is all wrong. Doesn't fit the culture.

 

[Winenut]

The one that uses the droid name from SW

Thanks for that

I only asked because there seemed to be so many

 

[cruiser51]

Thanks for that

I only asked because there seemed to be so many

There is an entire team, which popped at the same time selling complete misinformation, clogging up TSE.

Has more to do with one individual having a personality clash , he/she could do with a visit to a psych.

Maybe just ask yourself why Geist with his team of psychos suddenly pops up here flogging his shit, try to see through his web of nonsense, don't get confused by his bullshit.

He has not changed from his MoO on twitter, same Geist, same shit.

 

[Samus]

Not fully tested in my view. A troll will stick to a negative narrative irrespective. Let’s see

If anyone recalls earlier this year i tweeted a video of Friedland inviting a Benchmark Minerals interviewer to engage in the Socratic method. This is what I believe in.

From what I gather, it appears management and ASIC have been communicating on the delicate matter of the Congolese jurisdiction and Chinese as soon as all this emerged last year - recall Lomela1 on hotcrapper? Cong trying to stir to no avail??.

So soon as something became publically material, media speculation, and the decree stamping AVZ’s endorsement we saw a suspension in trading and escalating tensions in the Congo. Which appears to have died down. Not sure it’s over yet. And next year is election year. I think there’s enough time to get most stuff sorted before then.
So basically there may be no repercussions on any apparent breach of continuous disclosure rules because disclosure may have meant falling into the trap that Cong’s likely blackmail was intending. Besides that I am not sure how this managing CD requirements is managed as I don’t ask around much about it. All will come out eventually.

And, last words for today. If AVZ had been less publically circumspect on the scope of it’s pre-emptive rights, by reference to the Dathcom agreement, which parts, we would have all had clarity to the point AFR-Tom would not have dared to treat AVZ as a meek victim of Chinese plotting. But I guess legal eagles had fun instead

"Not fully tested in my view. A troll will stick to a negative narrative irrespective. Let’s see"

Most genuine holders have developed a 6th sense for troublemakers from years in the trenches on HC. I'd not be surprised if the droid is already gone.

This place has been a haven for holders to discuss the stock without the associated bs. We have our disagreements but at least we're all on the same page in wishing the best interests and success of the company, the level of mutual respect has been fairly high in comparison to most forums despite greatly varied opinions.

The community model works, talking in riddles isn't likely to go down all that well here. All are welcome until they're not, an ethos that needs to be preserved if this isn't to descend into another HC shitshow.

 

[Birdman7]

"Not fully tested in my view. A troll will stick to a negative narrative irrespective. Let’s see"

Most genuine holders have developed a 6th sense for troublemakers from years in the trenches on HC. I'd not be surprised if the droid is already gone.

This place has been a haven for holders to discuss the stock without the associated bs. We have our disagreements but at least we're all on the same page in wishing the best interests and success of the company, the level of mutual respect has been fairly high in comparison to most forums despite greatly varied opinions.

The community model works, talking in riddles isn't likely to go down all that well here. All are welcome until they're not, an ethos that needs to be preserved if this isn't to descend into another HC shitshow.

Totally agree!

 

[Birdman7]

For the simple reason no one has taken up the offer to address the CD concerns raised. (correct me if wrong). A lot of people must surely stay off forums when they see people being mugged as a troll, yes?
My post before this one explains further my views on this.

I’ve looked into the alias conspiracy and can say with my perspective (since this is not hotcrapper ) I have significantly contributed to many posters posting over the last 4 years, I just wouldn’t go there unless you want to troll shareholders yourself.

Further, I’m more interested in the message than the messenger.

As “Der geist” implies, a Hegelian mode of thinking, saying and unsaying and all that dialectical tensionality really is the real Rubik’s cube that keeps the west cranking

Possibly the most contrived piece of written tripe I have read in a very long time

 

[MoneyBags1348]

“Besides that I am not sure how this managing CD requirements is managed as I don’t ask around much about it. All will come out eventually.”

I feel confident AVZ manage their CD obligations as per the ASX rules:

https://www.asx.com.au/documents/about/abridged-continuous-disclosure-guide-clean-copy.pdf

See Rule 3.1 which is relevant to AVZ imo:

3.1A Listing rule 3.1 does not apply to particular information while each of the following requirements is satisfied in relation to the information:

3.1A.1 One or more of the following 5 situations applies:

 It would be a breach of a law to disclose the information;
 The information concerns an incomplete proposal or negotiation;
 The information comprises matters of supposition or is insufficiently definite to warrant disclosure;
 The information is generated for the internal management purposes of the entity; or
 The information is a trade secret; and

3.1A.2 The information is confidential and ASX has not formed the view that the information has ceased to be confidential; and
3.1A.3 A reasonable person would not expect the information to be disclosed.

(Especially given the nature of the issues at hand imo).

Thanks for that link @Bin59. Perhaps if shareholders had had the opportunity to talk to Nigel for an extended period of time (and I mean not relenting from trying to wear him down like I did at Sydney) they may start to form a different opinion. My view following Sydney was that a capital raise was imminent (at $0.13c = 20% discount of the then $0.16c) though Nigel gave no clue, and since then that if Nigel had disclosed everything he knew, our share price would probably be sitting at around $0.40c and we wouldn’t have raised $75 million @ $0.50c so any whinging is uncalled for. Nigel has said all along we own 60% of Dathcom as well as the extra 15% from Dathomir. When you speak to him, you can tell he doesn’t like not being able to disclose information but he is smart enough and experienced enough to know what he’s doing, in my view that is

 

[TheCount]

"Not fully tested in my view. A troll will stick to a negative narrative irrespective. Let’s see"

Most genuine holders have developed a 6th sense for troublemakers from years in the trenches on HC. I'd not be surprised if the droid is already gone.

This place has been a haven for holders to discuss the stock without the associated bs. We have our disagreements but at least we're all on the same page in wishing the best interests and success of the company, the level of mutual respect has been fairly high in comparison to most forums despite greatly varied opinions.

The community model works, talking in riddles isn't likely to go down all that well here. All are welcome until they're not, an ethos that needs to be preserved if this isn't to descend into another HC shitshow.

I'm a bit more straight forward/blunt in my approach to others.

After the initial wise words from @Freehold I went on an adventure to soak up a huge amount of reading.

After about 6 months I rested upon the opinion that AVZ was "the one". I reference the fact that 1 in a hundred minnow/junior miners make it to production. AVZ is that one, I am certain of it.

Circling back to the reason for this post - my 6th sense calling out BS is afforded to ANYONE negative about AVZ, whether they have constructive information (0.1% of posts) or not (99.9% of posts).

AVZ will rule supreme for generations and anyone with a contrary comment is full of shit and has not done any research or are paid trolls repeating their masters' narrative. Those meat puppets can get fucked.

Mine and my family's futures are in a far better state than 5 years ago - thanks AVZ.
The future is going to be great!

Cheers.
TC.

 

[MoneyBags1348]

Experience also tells us that it’s usually those who buy in late at a higher price without having done due diligence and fully researched the company, project and risks (or have perhaps fallen victim to crapper ramper’s who played down sovereign risks) that cry foul and want to draw attention to things that happened a year ago, I’ve learned the hard way and am still learning (and for some reason am still posting here on a daily basis) it’s what happens on the stock market. I hate it when people who have no idea suggest to me that it’s gambling when I’ve put years of research into companies. One of my ventures included thinking about putting $100K into A2M when it was $1 going for a surf, coming home and seeing the price had gone up 10% so I put that $100K into another company and instead of making $2 million I ended up losing $70K. It’s what happens when you buy and sell shares, but you can also see how some posters post negative comments because they think it will make the share price go down and allow them to buy in cheaper, it’s human nature, just like I’m obviously an addictive nature and can’t seem to get off this fucken forum…. Note, head punch to self . PS Love your work Count!

 

[ChrisU]

“Besides that I am not sure how this managing CD requirements is managed as I don’t ask around much about it. All will come out eventually.”

I feel confident AVZ manage their CD obligations as per the ASX rules:

https://www.asx.com.au/documents/about/abridged-continuous-disclosure-guide-clean-copy.pdf

See Rule 3.1 which is relevant to AVZ imo:

3.1A Listing rule 3.1 does not apply to particular information while each of the following requirements is satisfied in relation to the information:

3.1A.1 One or more of the following 5 situations applies:

 It would be a breach of a law to disclose the information;
 The information concerns an incomplete proposal or negotiation;
 The information comprises matters of supposition or is insufficiently definite to warrant disclosure;
 The information is generated for the internal management purposes of the entity; or
 The information is a trade secret; and

3.1A.2 The information is confidential and ASX has not formed the view that the information has ceased to be confidential; and
3.1A.3 A reasonable person would not expect the information to be disclosed.

(Especially given the nature of the issues at hand imo).

My confidence tapered upon reading more, see page 5. on subjective opinion, versus objective.

It is not easy to escape disclosure requirements. There is no clause for “fair go”.

The “decision” dished out by a court in Lubumbashi was a verdict of the jurisdiction. Corrupt as it may well be it’s an adverse action intended to affect the progress of the company, that if I had known about in January I would have taken some shares off the table. Everyone is here, to hear the heart beat of AVZ and knows they would do same upon learning of the adverse actions of a Dathcom partner.

May be Der Geist is right, when the malfeasance and heat turned up advice was, go into suspension. When Zijin reacted on its website that must have been decisive for AVZ and fits chronology. But the Lubumbashi judgment or “decision” is not a “supposition” or “speculation” is a reasonable view to hold imo

AVZ needs to explain its reasoning.

 

[Samus]

I'm a bit more straight forward/blunt in my approach to others.

After the initial wise words from @Freehold I did and went on an adventure to soak up a huge amount of reading.

View attachment 15888

After about 6 months I rested upon the opinion that AVZ was "the one". I reference the fact that 1 in a hundred minnow/junior miners make it to production. AVZ is that one, I am certain of it.

View attachment 15889

Circling back to the reason for this post - my 6th sense calling out BS is afforded to ANYONE negative about AVZ, whether they have constructive information (0.1% of posts) or not (99.9% of posts).

AVZ will rule supreme for generations and anyone with a contrary comment is full of shit and has not done any research or are paid trolls repeating their masters' narrative. Those meat puppets can get fucked.

View attachment 15890

Mine and my family's futures are in a far better state than 5 years ago - thanks AVZ.
The future is going to be great!

Cheers.
TC.

That's probably fair to a degree and one could admire your conviction.
I doubt anyone would be here if they believed otherwise - long term.
It's what's inbetween that isn't so black and white and there are many shareholders in different situations.
Having taken your approach but also relying on the ability to take profits along the way or at least at some point puts recent shenanigans and the suspension in a bit of a different light. Especially at a key time when everyone believed we were headded to DFS and FID.
I think however from previous posts that you also understand that, the frustrations of dealing with a corrupted system and the somewhat opaque approach from management as well as their continued lack lustre projections. Just wanting to make the distinction.
I'd like to think that's one of the key differences between here and HC at least amongst genuine shareholders.
Dunno maybe I'm dreaming?
Personally, once I'm free carried and paid off some debt I couldn't really give a toss how long it takes as long as we get there. I'll be kicking back on the Amalfi coast before you can say boo.
Right now I need this shit to be sorted and it's getting a bit long in the tooth.

 

[Winenut]

That's probably fair to a degree and one could admire your conviction.
I doubt anyone would be here if they believed otherwise - long term.
It's what's inbetween that isn't so black and white and there are many shareholders in different situations.
Having taken your approach but also relying on the ability to take profits along the way or at least at some point puts recent shenanigans and the suspension in a bit of a different light. Especially at a key time when everyone believed we were headded to DFS and FID.
I think however from previous posts that you also understand that, the frustrations of dealing with a corrupted system and the somewhat opaque approach from management as well as their continued lack lustre projections. Just wanting to make the distinction.
I'd like to think that's one of the key differences between here and HC at least amongst genuine shareholders.
Dunno maybe I'm dreaming?
Personally, once I'm free carried and paid off some debt I couldn't really give a toss how long it takes as long as we get there. I'll be kicking back on the Amalfi coast before you can say boo.
Right now I need this shit to be sorted and it's getting a bit long in the tooth.

Maybe my villa will end up close to yours?

Although I do like Liguria as well