AVZ Discussion 2022

Doc

Master of Quan
*Patience can be Frustrating at the best of times, some of us have more than others, now i have to admit i didn't have a lot in the past, but since i jumped on this "Investing in Spec Stocks" rather than Blue Chips scenario to create the $$$$$ i need to buy a place of my own asap, well i've certainly learnt to be very bloody patient over the Yrs, due to losing more than a couple of good shirts along the way :oops:

Then i stumbled onto AVZ @ April 2018 - What a ride as i caught the falling knife from @ 0.22c to 0.04c then kept on topping up as funds allowed to my last purchase @ 0.18c in Dec 2020. Now having an Avg @ 6.5c where my conviction to Buy & Hold AVZ 22 times has paid off handsomely, some might say, "Paid Dividends" :)

Anyone who has been here long enough has certainly seen their share of Doubters, Trolls and Negative Naysayers, but if you ignored all the "Crap" did your research, stuck with your convictions, had the patience / intestinal fortitude to stick it out, then like me you've not only won back all those losses from the past, but are now way out in front, somewhere i could only imagine / dream of just a few Yrs ago :)

When i / we read articles like the one below, It just reinforces my conviction in my decision to invest heavily in a Company and a Country i truly believe in, sure the ML seems like it's taking forever, and some of us don't have "Forever" as someone used to say, " Your Health is your Wealth" Now i'm not getting any Younger or Healthier atm that's for sure, but i'm confident enough in my research, God knows i research the Shit outta everything, that we're on the right path, track, road with the right Company, at the right time, In the right Country that will have a profound effect on all our lives, not just SH's ( already has for most ) but more importantly the people of the DRC who deserve it more imo.

*To remind,

The DRC Battery Council: Building the sustainable battery supply chain of tomorrow

View attachment 3504

“The DRC is at the heart of the battery value chain, as it is home to about 70% of world's cobalt reserves,” UN Under-Secretary-General and executive secretary of the Economic Commission for Africa Vera Songwe said.

“The country’s mining sector currently accounts for 98% of exports, 18% of GDP and 11% of jobs.


“If the DRC captures 20% of the market share for battery production, it will add around US$54 billion to its income and raise its GDP tremendously.”

The head of state of the DRC and current chair of the African Union Commission (AU), Félix-Antoine Tshisekedi Tshilombo, also expressed his enthusiasm for the council to begin pursuing its goals: "The machine is now launched, it is necessary to start right after this forum."


Who’s involved?​


The key participants included representatives of Zambia, Tanzania and Morocco, the UN Economic Commission for Africa, African Union Commission and Afreximbank.

Other organisations included Africa Finance Cooperation, African Development Bank Group, Bosch Africa, The Arab Bank for Economic Development in Africa, and AVZ Minerals Ltd.

AVZ Minerals was the only aspiring mining company to be invited to the forum, which managing director Nigel Ferguson sees as a logical choice.

“We're sitting with one of the globally significant lithium and tin resources and the current geopolitical climate is gaining greater focus on green technology,” Ferguson said.

“The Australian Ambassador visited just recently and she said the DRC President, Felix Tshisekedi, was very keen on having more Australian companies come and do business in country because we've got a very good reputation for our technical expertise, our transparency and our professionalism.


“We also recognise the importance of having a local community that's realising benefit from a national asset.”

AVZ Minerals has built its brand on a near ‘zero emissions’ operation, with an independent greenhouse gas assessment confirming the Manono Lithium and Tin Project could have one of the lowest carbon footprints of any hard rock lithium mine in the world.

“The DRC and Africa are strategically positioned to play a pivotal role in the global transition to clean energy and decarbonisation and the Manono project will greatly assist to improve the fortunes of the Congolese people, which AVZ Minerals is very supportive (of),” Ferguson commented.

“Giving locals an opportunity to have a skill or a trade and uplift themselves is something that's very close to us,” Ferguson explained.

“The DRC is well endowed with not only natural mineral resources but also in their people. There’s a long history of mining in the country and many people are very technically capable.

“I'm absolutely comfortable with the fact that there's enough technical capacity here to be able to fulfil those roles.”

David McLachlan-Karr, the Resident and Humanitarian Coordinator of the UN in DRC, commented that the Congo has the capacity to change the distribution of benefits from the green mineral value chains.

“Investors believe in this project and are involved. The work will be very complex, requiring a focused approach,” McLachlan-Karr said.

“Investing in this sector in DRC won’t just yield financial returns, but will be vital for the global reaching of the Paris agreement, and improving lives in DRC.”


www.proactiveinvestors.com.au/ASX:AVZ/AVZ-Minerals-Ltd


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Well done Frank. Hasn’t been easy, I’ve never seen such a hated and trolled stock as AVZ. Just makes this success so much sweeter. I was an early investor in PLS @2c. Sold around 85c and put money into here. Regretted that decision for years watching AVZ SP tank from 37c but held on and now getting the reward for patience. AVZ is simply the best hard rock resource in the world, was always just a matter of time.
Enjoy your spoils
 
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Peterg

Member
Has anyone been in contact with AVZ management, to get some feedback on what the hell is going on. Delay after delay. I don't know if I can watch the SP tank again. Seems to be a lot of things happening in the DRC, including the new proposed battery factory 600 kms from AVZ. And the list goes on.
The deal with CATH should have been done and dusted, March they said.
 

JAG

Top 20
Has anyone been in contact with AVZ management, to get some feedback on what the hell is going on. Delay after delay. I don't know if I can watch the SP tank again. Seems to be a lot of things happening in the DRC, including the new proposed battery factory 600 kms from AVZ. And the list goes on.
The deal with CATH should have been done and dusted, March they said.
There are currently a few more cogs to adjust in the wheels mate..... Battery Plant being one of them.

Patience
You Must Star Wars GIF by Regal
 
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Bray

Regular
600km away from the mine is nothing; use Australia for reference..
All our coal and iron ore is exported for smelting, our timber is exported for milling, our grains for processing..
 
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JAG

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Inside EVs

CATL Announces Third-Generation CTP Batteries​

Mark Kane 3 hrs ago
http://a.msn.com/01/en-au/AAVGh8w?ocid=sf
https://twitter.com/share?url=http:...rer=http://a.msn.com/01/en-au/AAVGh8w?ocid=st
https://web.whatsapp.com/send?text=http://a.msn.com/01/en-au/AAVGh8w?ocid=sw



1648678200318.png


The new CTP (cell-to-pack) battery system for both LFP and NCM cells will be even more energy-dense.​

CATL, the world's biggest lithium-ion EV battery manufacturer, announced the third generation of its cell-to-pack CTP battery system, internally called Kirin or Qilin.
CATL CTP 3.0 battery
© InsideEVs CATL CTP 3.0 battery
The CTP is a system that utilizes prismatic battery cells that are combined into packs without modules to reduce complexity, weight, space and cost.
The latest CTP 3.0 will be available in two versions, for LFP and NCM battery cell chemistries, offering quite competitive energy density:
  • LFP:
    ≥ 160 Wh/kg
    ≥ 290 Wh/l
  • NCM:
    ≥ 250 Wh/kg
    ≥ 450 Wh/l
external_image © Provided by Inside EVs external_image
CATL says even that the Kirin battery can achieve 13% higher "power" on the pack level than the "4680 system," assuming the same cell chemistry and pack size. There is no word about Tesla, but it obviously points at Tesla's 4680-type cylindrical battery cells. Without viewing full specs of both types, we are not in a position to evaluate the differences.
According to the Chinese company, CTP 3.0 is ready for mass production, and its official market launch is expected in April.
One of the images presents also a modular CTP system, which, depending on the vehicle type, can use 1, 2 or 3 CTP packs:
external_image © Provided by Inside EVs external_image
Wu Kai, CATL's chief scientist, hinted also that in 2023 we will see mass production systems that allow 1,000 km (621 miles) of range on a single charge.

The CTP 3.0 vs others​

For reference, the BYD Blade Battery (LFP and CTP) was estimated at 140-150 Wh/kg in the case of the BYD Yuan model.
PushEVs.com points out that if Tesla would use the CATL's new batteries in the Made-in-China (MIC) Model 3/Model Y entry-level versions (instead of its current CATL's LFP cells and own battery pack) it could noticeably increase the range - by as much as 28%, assuming improvement from 125 to 160 Wh/kg.
We don't know how accurate the estimations of potential gains are, but for sure there is a chance for some improvements, which would translate into a higher range.
 
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There are currently a few more cogs to adjust in the wheels mate..... Battery Plant being one of them.

Patience
You Must Star Wars GIF by Regal
I just want ML to drop, then yoda be like, let's party!

Star Wars Reaction GIF
 
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Winenut

GO AVZ!!!!
Not a bad start to the day's trading :)
 
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Thaz

Regular
Has anyone been in contact with AVZ management, to get some feedback on what the hell is going on. Delay after delay. I don't know if I can watch the SP tank again. Seems to be a lot of things happening in the DRC, including the new proposed battery factory 600 kms from AVZ. And the list goes on.
The deal with CATH should have been done and dusted, March they said.

A suggestion, If you are discontent with management and the delays, perhaps you can give them a call to get feedback ?

Most of us understand that there are going to be delays , unfortunately, with a mine size this big and the plans the DRC has.

It's best for you to give them a call so there isn't any Chinese whispers / unsubstantiated information you're relying on.
 
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Fletch77

Regular
Has anyone been in contact with AVZ management, to get some feedback on what the hell is going on. Delay after delay. I don't know if I can watch the SP tank again. Seems to be a lot of things happening in the DRC, including the new proposed battery factory 600 kms from AVZ. And the list goes on.
The deal with CATH should have been done and dusted, March they said.
We are in the $1.20’s pre ML, which 95% of holders on this forum would be ecstatic about, and yet you sound a bit hysterical and worried about the share price tanking “again” ..

As some other posters above have mentioned, you should be thankful for the SP and understand that the delays with the ML are for battery plants etc and to our advantage long term.
 
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Fletch77

Regular
Besides the non existence of trolls over on this forum, it’s the running around with their hair on fire 🔥 because the ML hasnt happened yet holders that I haven’t missed..
 
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Thaz

Regular
Besides the non existence of trolls over on this forum, it’s the running around with their hair on fire 🔥 because the ML hasnt happened yet holders that I haven’t missed..
Agreed.

We all want the ML to drop. But it'd just a matter of when, not if.

Good things take time. No need to rush things through, and as I like to say. Do it once and do it right.
 
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JAG

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1648689516239.jpeg
 
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BRICK

Where’s Zeebot 😶‍🌫️
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BEISHA

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Reads a bit like a paid article, given it's not really news (the battery council was announced some weeks ago EDIT: November last year), but any publicity is good publicity for an ASX200 company! And the daily hour of power starts soon.
My only concern with AVZ is the chinese state coys doing a dodge and try to take ownership of AVZ via Dathcom, or some other path way, not that cluey on the corporate side of things, but that article doesnt suggest thats going to happen..........in the mean time, BRING ON THE ML !!
 
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BEISHA

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Winenut

GO AVZ!!!!
Geez that sell side has seriously thinned out

Buck thirty not far away at all....
 
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TheCount

Regular
So looking forward to dumping the old wheels and buying a new shiny one!!

Screen Shot 2022-03-28 at 3.40.28 pm.png


Cheers,
TC.
 
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Fletch77

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Thaz

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bloke383

Regular
no no no! You said CARDBOARD fibre!!
^ See .... accountants can be funny ... :geek:
 
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