AVZ Discussion 2022

[wombat74]

Think they're just taking a leaf out of Zijin/Comminiere's book - Fake it till you make it. If I read it in the news, it must be true, even if I was the one that wrote the news...

Felix saying : Bill if I can stay in office another 5 years I'll be as rich as you .

 

[JNRB]

Production early 2030's???

Geezez

Zijin steal the fucking shit and look like producing in 2026

Zijin are full of shit.

 

[JNRB]

And a lump of coal can be turned into a billion dollar diamond by putting it under enough pressure but no one is valuing coal based on the price of diamonds.

Right now China controls the lithium (as a chemical) supply chain. Which is part of the reason why they have managed to suppress the price of spod (and devalue everyone - remember Chris Ellison "if your rock your god"), the other part is they have expensive to use local supply (a different source of lithium called Lepidolite), which they either force their companies to use or subsidise it some other way. So the price of lithium spod has to be lowered to compete with the subsidised price of Lepidolite... some mines even have to operate at a loss in particularly bad economic times or just shut down altogether (CATL has a very large mine in China they start up/shut off as a means of controlling the global price), this has a follow on effect of killing off exploration (as its no longer as investable, we have all seen our portfolios plummet) and consequently crippling new supply coming online (which hyper inflates the price) - the real value is therefore not straight forward, its a multi varable euqation.

The hope is that overtime through a combination of it being too expensive to keep using China local supply, global demand increasing beyond China's ability to manipulate and alternate non-China supply chains coming online, they cant keep doing what they are doing... China see these dangers to their supremacy too, which is why they are going ham buying up control of all global mines & stock and also why the US need to combat China's influence in this space, seems Washington FINALLY gets it (or is finally willing to do something about it).

Point being, depending on how we are positioned, it gives us some leverage and value but we are still just the biggest shiniest rock in a global pile of rocks... the value can only be pushed so far and no one is going to factor in our historic struggles (as a positive) or pay up for pain and suffering through the ordeal.

In 12-18 months when legal issues are resolved, damages applied, funding, a more positive point in the cycle and a diversified global chemical supply chain.... its just too far to speculate on and what the value will be.

I will run out the door right now for $1ps because I can invest the tied up capital elsewhere, if anyone wants an extra million shares.

What a stupid fking analogy.
Firstly, manufactured diamonds are a profitable business.

Secondly,
Have you never read a mining BFS/DFS?
It factors in the cost of processing.

Lets sub some values here:
"You can turn spodumene into an expensive car battery with the right processing but no-ones valuing lithium based on the demand for EV's"

Coal is literally one of the ONLY things people mine that isn't priced on its potential to be transformed into something more valuable and even that you gave an example of it being turned into something more valuable.

 

[JNRB]

I am a first time poster so apologies if this has already been covered in a previous post reply. Genuine question: How do you actually purchase shares in AVZ at the moment given that it is delisted from ASX?

You offer someone $12 for an off-market transfer

 

[Spikerama]

An Italian ,a Scotsman and a Chinese man are hired at a construction site.
The foreman points out a huge pile of sand and says to the large, muscular, Scotsman he says, "You're in charge of shoveling."
To the slightly less muscular but still large Italian man, he says, "You're in charge of sweeping."
And to the skinny Chinese man he says, "You're in charge of supplies."
He then says, "Now, I have to leave for a little while. I expect you men to make a dent in that pile of sand."
So the foreman goes away for a couple of hours and when he returns, the pile of sand is untouched. He asks the Italian, "Why didn't you sweep any of it?"
He replies "I no hava no broom, you saida to the Chinese guy that he wasa ina charge of supplies, but he hasa disappeared and I no coulda finda him nowhere."
The foreman turns to the Scotsman and says, "And you, I thought I told you to shovel this pile."
He replied, "Aye, ye did lad, bit ah couldnae git masel' a shuvl! Ye left thon wee Chinese mannie in chairge of supplies, bit ah couldnae fin' him onywhar."
The foreman is really pissed off now and storms off towards the pile of sand to look for the Chinese guy. As he approaches the mound, the Chinese guy leaps out from behind the sand and yells…
"SUPPLIES!"

Oldie but a goodie mate. The version I heard was building a railroad in Africa and it was the Indians, the Italians and the Chinese.

 

[wombat74]

Oldie but a goodie mate. The version I heard was building a railroad in Africa and it was the Indians, the Italians and the Chinese.

Thanks mate . Last joke I posted with Chinese in it I was threatened with extinction by TSE officials . I think tolate hovers around TSE and reports anything that offends him . I better delete it before I get busted .

 

[BRICK]

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*Hopefully a Stiffy that won't go down for a month or two

What will you be at $12.50?

 

[Mute22]

Confucious also say, 'It is good to meet girl in park. But far better to park meet in girl.'

Confucious say, man who goes to bed with itchy tushy wakes up with smelly finger.

 

[Thaz]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

 

[ptlas]

Kobold should get Zijin in as sub contractors. Producing by 2027 !!!

Possibly, they would wanna cut out the Chinese.
Maybe a western miner will be used.

 

[Prod]

Confucious say, man who goes to bed with itchy tushy wakes up with smelly finger.

Confucius says, man who walks through airport terminal doors sideways is going to Bang-Kock.

 

[ozmacca]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

Mate my timeline reads exactly as that does, except for 2 yrs away from LSL and no hospital visits (touch wood, all the best with that).
What a time to be alive

 

[BRICK]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

Good time to spare a thought for John

 

[Frank]

https://x.com/TDrywallact/status/1905568934868517053

https://x.com/RandallRandwick/status/1905551160783897027

 

[pow4ade]

A recent YouTube comment:

It's good that Tesla's are being vandalised and smug progressives are cancelling the car. Not only will the price drop but normal people will now be able to drive the car without feeling embarrassed.

 

[Nellie17]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

Family and health are definitely more important than money, but when you have money, it definitely makes things a lot easier. Especially your health!
I can assure you, the more money I get out of this shit show (fingers crossed ), the hell of a lot happier I will be!
Things are happening, we just need to hang in there! Multiple billion dollar deals don't happen overnight!
Ps - The people behind KoBold (no matter what they are worth), don't pay overs for anything. They will screw anyone & everyone down, if they can make a dollar out of it!

Also a big hello to Easthesiology (I know that you're watching xx).

Cheers & good luck to all genuine holders.

Cheers,
Nellie xxx

 

[Frank]

https://x.com/TDITDistaken/status/1905353109234483688

 

[Frank]

A recent YouTube comment:

It's good that Tesla's are being vandalised and smug progressives are cancelling the car. Not only will the price drop but normal people will now be able to drive the car without feeling embarrassed.

 

[wombat74]

Family and health are definitely more important than money, but when you have money, it definitely makes things a lot easier. Especially your health!
I can assure you, the more money I get out of this shit show (fingers crossed ), the hell of a lot happier I will be!
Things are happening, we just need to hang in there! Multiple billion dollar deals don't happen overnight!
Ps - The people behind KoBold (no matter what they are worth), don't pay overs for anything. They will screw anyone & everyone down, if they can make a dollar out of it!

Also a big hello to Easthesiology (I know that you're watching xx).

Cheers & good luck to all genuine holders.

Cheers,
Nellie xxx

LoL Nells .

 

[Nellie17]

LoL Nells .

G'day Wombles,Post in thread 'AVZ Discussion 2022' https://thestockexchange.com.au/threads/avz-discussion-2022.78/post-453963

You mentioned to a few posters that you have your ear to ground and from my memory, 'it is happening'!
What are you hearing Wombie?

Nells xx