AVZ Discussion 2022

[Spikerama]

So look, I know I'm going to get flamed for this but just out of interest, I went down and checked out some of the BYD EVs this week.

One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought his head was going to split in two.

He exclaimed, 'No!... Car no go space!... Car go on road!'

 

[Pokok]

Dave said to dad I'm getting married but I am still a virgin
Don't worry Dave I will book the hotel room next to yours and guide you
After the reception they go to the room but Dave needs to go to the bathroom
But the bride needs to go also but cant wait so she shits in a shoe box
When Dave comes out he steps in the box and screams
There is shit in this box
Dad calmly yells out
Roll her over Dave

 

[LEFOOL]

So look, I know know I'm going to get flamed for this but just out of interest, I went down and checked out some of the BYD EVs this week.

One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought is head was going to split in two.

He exclaimed, 'No! Car no go space! Car go on road!'

 

[Spikerama]

Dave said to dad I'm getting married but I am still a virgin
Don't worry Dave I will book the hotel room next to yours and guide you
After the reception they go to the room but Dave needs to go to the bathroom
But the bride needs to go also but cant wait so she shits in a shoe box
When Dave comes out he steps in the box and screams
There is shit in this box
Dad calmly yells out
Roll her over Dave

Lovely one for the ladies.
R.I.P Nells & Ashlee, et al

 

[cruiser51]

Table 1. New Tariff Regime for AGOA Countries


Table with 4 columns and 31 rows.

		Country	Tariff Rate (%)	Key exports	size of US export market relative to total imports
1		Angola	42	Oil (exempt)	Not significant
2		Botswana	47	Diamonds	Not significant
3		Benin	20	Soybean Meal/Nuts	Not significant
4		Cabo Verde	20	Fish Mollusks	Not significant
5		Chad	23	Petroleum (exempt)	Very significant
6		Comoros	10	Vanilla/Cloves	Significant
7		Djibouti	20	Delivery Trucks	Not significant
8		Democratic Republic of Congo	21	Petroleum/Copper (petroleum is exempt; copper may be)	Not significant
9		Eswatini	20	Minerals/Precious Stones (minerals may be exempt; specifics not yet provided)	Not significant
10		Gambia	20	Fish/Mollusks	Not significant
11		Ghana	20	Petroleum/Cocoa (petroleum exempted)	Significant
12		Guinea Bissau	20	Coconuts, brazil nuts, cashews	Not significant
13		Ivory Coast	31	Cocoa	Significant
14		Kenya	20	Vaccines/Apparel (pharmaceuticals exempted)	Significant
15		Lesotho	60	Apparel	Very significant
16		Liberia	20	Rubber, diamonds, palm oil	Very significant
17		Mauritania	20	Excavation machinery, iron pipes	Not significant
18		Mauritius	50	Apparel	Very significant
19		Madagascar	57	Apparel	Very significant
20		Malawi	27	Tobacco/Tea/Sugar	Significant
21		Mozambique	26	Precious Stones/Titanium	Not significant
22		Namibia	10	Pearls/Precious Stones	Not significant
23		Nigeria	24	Crude Oil/Gas (exempted)	Significant
24		Republic of Congo	20	Petroleum/Copper/Wood (petroleum exempted; copper may be)	Not significant
25		Rwanda*	20	Coffee	Not significant
26		Senegal	20	Processed Fish	Not significant
27		Sierra Leone	20	Palm Oil	Not significant
28		South Africa	31	Precious Stones/Metal/Transport	Very significant
29		Tanzania	20	Precious Stones/Apparel	Not significant
30		Togo	20	Soybeans/Fake Hair	Not significant
31		Zambia	27	Precious Stones/Copper (copper may be exempt)	Not significant

DRC will be hit with a 21% tariff on sweet potatoes, lithium and paper bags payable at the US post office when collected.
If the paper bags are filled in the USA and returned to the DRC, there will not be a refund on the tariff of 21% paid.

 

[Spikerama]

So look, I know know I'm going to get flamed for this but just out of interest, I went down and checked out some of the BYD EVs this week.

One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought is head was going to split in two.

He exclaimed, 'No! Car no go space! Car go on road!'

On the bright side I can now put swastikas on my Cybertruck and people will just think it's been vandalised

 

[Frank]

So look, I know know I'm going to get flamed for this but just out of interest, I went down and checked out some of the BYD EVs this week.

One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought is head was going to split in two.

He exclaimed, 'No! Car no go space! Car go on road!'

https://x.com/lithiumanalysis/status/1907557722146689141

 

[CHB]

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https://x.com/Outcast_North/status/1908010943398707404

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RIP John


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https://x.com/TDrywallact/status/1908015272096883103

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I remember last time we were told to be respectful as well...and what do you know, DRC fucked us over.. jeez that felt like almost a year ago now..they can go fuck right off

Honestly who gives a shit at this stage. Just take it to the courts and strand the asset for all i care. (yes i know everyone's situation is different and i understand that)

 

[BRICK]

 

[BRICK]

 

[BRICK]

And my personal favorite..

 

[JNRB]

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https://x.com/lithiumanalysis/status/1907557722146689141

View attachment 81361

I only give this number any credit because elphamale has posted so much good analysis in the past. But if 6B is the number Kobold etc want to work towards then I'd still be expecting royalties alongside that.

- palatable purchase price for yanks (/rio)
- they still get the geopolitical strategic advantage they're after with lithium access
- AVZ holders get to share in the profit and upside exposure to lithium price recovery over coming years.

Not gonna type it out again, but subbing that into my earlier, very sophisticated, formula
...(x*y)=$12/share
Funny, same result

I know a lot of peeps just want payout but BoD has to go for best value overall, and that may well be one where upfront purchase price is offset against earnings in the future. Its more or less what our pathway with CATH is too, and most people were pretty excited at the option of 50% ownership of a processing plant.

If we were gonna get screwed over, IMO it would have happened already. NF et al doing great job of holding form for the best outcome for Shareholders.

 

[CHB]

I only give this number any credit because elphamale has posted so much good analysis in the past. But if 6B is the number Kobold etc want to work towards then I'd still be expecting royalties alongside that.

- palatable purchase price for yanks (/rio)
- they still get the geopolitical strategic advantage they're after with lithium access
- AVZ holders get to share in the profit and upside exposure to lithium price recovery over coming years.

Not gonna type it out again, but subbing that into my earlier, very sophisticated, formula
...(x*y)=$12/share
Funny, same result

I know a lot of peeps just want payout but BoD has to go for best value overall, and that may well be one where upfront purchase price is offset against earnings in the future. Its more or less what our pathway with CATH is too, and most people were pretty excited at the option of 50% ownership of a processing plant.

If we were gonna get screwed over, IMO it would have happened already. NF et al doing great job of holding form for the best outcome for Shareholders.

condino on X had posted long time ago a table on the SP based on different size outputs. I can't seem to find it..

But we would be able to get a rough estimate on royalties based on that right? i'm going to guess something like 2% of the profit divied up by the SOI

 

[Retrobyte]

 

[Spikerama]

condino on X had posted long time ago a table on the SP based on different size outputs. I can't seem to find it..

But we would be able to get a rough estimate on royalties based on that right? i'm going to guess something like 2% of the profit divied up by the SOI

Stop counting your chickens folks. You are just setting yourself up for another disappointment

 

[Mute22]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

 

[protoje]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

Cmon Spike. It’s Friday night.

 

[ptlas]

I only give this number any credit because elphamale has posted so much good analysis in the past. But if 6B is the number Kobold etc want to work towards then I'd still be expecting royalties alongside that.

- palatable purchase price for yanks (/rio)
- they still get the geopolitical strategic advantage they're after with lithium access
- AVZ holders get to share in the profit and upside exposure to lithium price recovery over coming years.

Not gonna type it out again, but subbing that into my earlier, very sophisticated, formula
...(x*y)=$12/share
Funny, same result

I know a lot of peeps just want payout but BoD has to go for best value overall, and that may well be one where upfront purchase price is offset against earnings in the future. Its more or less what our pathway with CATH is too, and most people were pretty excited at the option of 50% ownership of a processing plant.

If we were gonna get screwed over, IMO it would have happened already. NF et al doing great job of holding form for the best outcome for Shareholders.

Kobold wants

I want to buy the house next door for $20.
I don't want the garden, but want the owners to be fairly compensated.

 

[Spikerama]

Cmon Spike. It’s Friday night.

Oh I get ya. It was a joke. My bad.

 

[Roger2018]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

Agree unfortunately! at least its at the pointy end of this! FFS been in for 7 yrs now!