AVZ Discussion 2022

[BEISHA]

This is the kind of cash that KoBold can associate with (not including the other investors they have recently mentioned)

Jack Ma worth US$28 billion
Bill Gates worth US$107 billion
Jeff Bezos worth US$211 billion
BHP worth AU$190 billion
RIO worth US$102 billion
Elon Musk worth US$327 billion

Total = Around $1 trillion

I think AVZ’s 75% ownership is still to be proven in the ICC which could take some time and I wouldn’t be surprised if KoBold use this as another excuse for a discount as well as wanting AVZ to sign a deal before the ICC proves beyond doubt our full ownership of 75% of Dathcom

I also suspect they will get the fat thief to sign the agreement as quick as possible so they can move fast with a negotiated offer. I personally wouldn’t lose any sleep if the fat idiot’s plane went down on the way to the US for the signing. For three years I’ve stayed positive and for some reason KoBold comes along and I just don’t trust them

Time for me to drop a few mercyndol and neurophen plus so I can sign off here and hopefully not look at TSE again at least until tomorrow. Pity your not here to mix me a few of your famous 2 litre jug mixes of margaritas to wash them down @Xerof

so I can sign off here and hopefully not look at TSE again

Been hearing that for so long i cant remember

Admit it..........you cant stay away .

You really love us dont you

 

[BEISHA]

Kobold can say whatever they want, I'm sure I won't be the only shareholder who'll be happy to leave some money in the AVZ coffers to sue the fuck out of zijin for damages. Fuck those lowlife Chinese assholes to hell and back.

 

[PhatCatz]

$1.5b USD / 3.5b shares = $0.42 USD

Looks like The Australian was right. It better have royalties. Nigel securing himself a job too won’t go down well if there isn't residual benefits for shareholders at that valuation.

View attachment 84065

I can't find any of these supposed lines of text on the interwebs, nor a mining analyst going by the name of Jane Carter who works are Mac Group. I question the validity of it all. Just seems like some mashup of the supposed offer brought forward and chuck in a few bits of pieces of recent news to try to spin a story. I hope that's the bloody case! 65c is a fucking joke... can't even get a family holiday out of that shitbox offer after being subjected to 3 years of financial stress.

EDIT: oops didn't see the call out of fake news already!

 

[Frank]

Kobold can say whatever they want, I'm sure I won't be the only shareholder who'll be happy to leave some money in the AVZ coffers to sue the fuck out of zijin for damages. Fuck those lowlife Chinese assholes to hell and back.

Surely we can we Sue the Shit outta them for "Pain & Suffering" if nothing else Sam

To sue for pain and suffering, you'll need to establish that you've experienced emotional distress and other non-economic damages due to a personal injury.

This typically involves proving a connection between a negligence or breach of duty and the resulting emotional harm, along with seeking expert medical opinions and documenting the impact on your life.

Gather Evidence:

• Medical Records: Obtain comprehensive medical documentation detailing your injuries and their impact.
  

• Witness Statements: Collect any witness accounts related to the incident.
  
  
• Financial Records: Keep records of medical bills, lost wages, and other expenses related to your injury.
• Daily Journal: Document the impact of your pain and suffering on your daily life.
• 
  
• Seek Expert Opinions:
  • Consult with medical professionals (psychologists, psychiatrists) to assess the severity and impact of your emotional distress.
    
  
  
  
  
  
• A "pain and suffering calculator" is a tool, often found online, that estimates the potential compensation for emotional distress and physical pain related to an injury.

 

[BEISHA]

The cheques are just those rediculously large ceremonial novelty cheques, the real purpose of the ceremony is pissing on the tainted ground.

Fuck that going to DRC...........thats like Nortbridge on steroids ( the WA dudes will know what i mean )

You simply wont get back to OZ, it would be the last piss you take.

better make it a golden one if you are insistent and dont forget to update your will....

Enjoy.

 

[Frank]

The cheques are just those rediculously large ceremonial novelty cheques, the real purpose of the ceremony is pissing on the tainted ground.

Hey Dan, after we Piss on them, how about we give them a

 

[BEISHA]

Hey Dan, after we Piss on them, how about we give them a

View attachment 84091

@Nellie17

 

[Dave Evans]

so I can sign off here and hopefully not look at TSE again

Been hearing that for so long i cant remember

Admit it..........you cant stay away .

You really love us dont you

View attachment 84087

Caught me …. Yes after midnight again and not long ago added a post to the list of scumbag names in The Twitter Dirty Dozen thread. It’s not my fault the mercyndol and neurophen plus didn’t work, possibly due to my early days on magic mushrooms. They just don’t make drugs like they used to anymore

 

[djhome]

How come I never hear about the mix tape no more… I need the tunes again

 

[JNRB]

Important to remember KoBold are all in on exploration, and their business model is all about capitalising off the back of exploration success. They don’t want to develop anything and simply want partners or sales to deal with that.

They see more at this deposit is my view.

RIO.

It's worth remembering that Kobold are spring chickens and don't actually have a business model. They have some AI that they think gives them competent advantage, but thay could just as well mean knowing truly how much a great deposit is worth.

Their main competitive advantage is access to deep pockets.

It's also worth remembering they are planing to go public in the next few years.

 

[Underwaterdark]

Just to preface this, I am keen for the most beneficial outcome possible, been waiting a very long time like all of you

But:
$1b investment appears to be to get the mine going so they can get the product to the west.

We were looking at circa $1b with investments from Cath and other parties to build the mine.


Yes, the leaked info from the last Kobold rumour there was a $1.5b takeover offer.

But this was the first offer and I am sure Nige has been working hard to get something better.


But I am still unable to fathom the people that think we are getting $2-$4 or beyond?

Our highest trade on ASX was like $1.31 or $1.35 intraday.
This had a ML being issued imminently priced in, and us proceeding to mine.

What has happened since then to increase the perceived value?
Asset hasn't improved, market hasn't improved, we haven't been able to progress anything.

I very much doubt we will get hurt money just because we have had to wait all these years.
But happy to be proven wrong.

Tim will tell.

 

[wombat74]

G'day Lollipop,

I'm pretty sure the $1billion is to invest in building the mine, not to buy us out. Please check.

Cheers,
Nells xx

Shall we book the Story Bridge Nells ?

 

[PhatCatz]

Just to preface this, I am keen for the most beneficial outcome possible, been waiting a very long time like all of you

But:
$1b investment appears to be to get the mine going so they can get the product to the west.

We were looking at circa $1b with investments from Cath and other parties to build the mine.


Yes, the leaked info from the last Kobold rumour there was a $1.5b takeover offer.

But this was the first offer and I am sure Nige has been working hard to get something better.


But I am still unable to fathom the people that think we are getting $2-$4 or beyond?

Our highest trade on ASX was like $1.31 or $1.35 intraday.
This had a ML being issued imminently priced in, and us proceeding to mine.

What has happened since then to increase the perceived value?
Asset hasn't improved, market hasn't improved, we haven't been able to progress anything.

I very much doubt we will get hurt money just because we have had to wait all these years.
But happy to be proven wrong.

Tim will tell.

Can you also ask Tim when we are getting our fkn money.

 

[Dazmac66]

Just to preface this, I am keen for the most beneficial outcome possible, been waiting a very long time like all of you

But:
$1b investment appears to be to get the mine going so they can get the product to the west.

We were looking at circa $1b with investments from Cath and other parties to build the mine.


Yes, the leaked info from the last Kobold rumour there was a $1.5b takeover offer.

But this was the first offer and I am sure Nige has been working hard to get something better.


But I am still unable to fathom the people that think we are getting $2-$4 or beyond?

Our highest trade on ASX was like $1.31 or $1.35 intraday.
This had a ML being issued imminently priced in, and us proceeding to mine.

What has happened since then to increase the perceived value?
Asset hasn't improved, market hasn't improved, we haven't been able to progress anything.

I very much doubt we will get hurt money just because we have had to wait all these years.
But happy to be proven wrong.

Tim will tell.

So the world's wealthiest are scrambling to secure AVZ believing it is only worth $1:35 aud?

 

[Retrobyte]

This posted on the crapper, by someone saying there's a lot of fake stories around....so I bloody well hope this isn't accurate

 

[Papst]

Just to preface this, I am keen for the most beneficial outcome possible, been waiting a very long time like all of you

But:
$1b investment appears to be to get the mine going so they can get the product to the west.

We were looking at circa $1b with investments from Cath and other parties to build the mine.


Yes, the leaked info from the last Kobold rumour there was a $1.5b takeover offer.

But this was the first offer and I am sure Nige has been working hard to get something better.


But I am still unable to fathom the people that think we are getting $2-$4 or beyond?

Our highest trade on ASX was like $1.31 or $1.35 intraday.
This had a ML being issued imminently priced in, and us proceeding to mine.

What has happened since then to increase the perceived value?
Asset hasn't improved, market hasn't improved, we haven't been able to progress anything.

I very much doubt we will get hurt money just because we have had to wait all these years.
But happy to be proven wrong.

Tim will tell.

In fact, drilling has been done to improve the metrics significantly.
Additionally, during that time it was always clear that shit could happens in this jurisdiction. Now with the icsid in our back, things a significantly less unexpectedly risky. Still shitty though...

 

[Shire]

$1.5b USD / 3.5b shares = $0.42 USD

Looks like The Australian was right. It better have royalties. Nigel securing himself a job too won’t go down well if there isn't residual benefits for shareholders at that valuation.

View attachment 84065

Hey Carlos,

The statement from Kobold and AVZ mentioned they would “deploy more than $1B…”

It’s possible the $1.5B figure mentioned in The Australian refers to the total funds intended to be deployed in-country, aligning with that “more than $1B” comment. Just a thought.

Given how tightly the details have been held, I’m a bit sceptical that the actual purchase price leaked.

I also believe the purchase price was only a verbal offer at the time the article was written, and that we’ve since been waiting for Kobold’s best formal offer.

 

[Underwaterdark]

So the world's wealthiest are scrambling to secure AVZ believing it is only worth $1:35 aud?

They position it as they are doing everyone a favor, eg saving Avz, helping DRC.

But they know they will be getting a good deal.

Which is why it's happening now, and not 3-4 years ago.

 

[Carlos Danger]

Hey Carlos,

The statement from Kobold and AVZ mentioned they would “deploy more than $1B…”

It’s possible the $1.5B figure mentioned in The Australian refers to the total funds intended to be deployed in-country, aligning with that “more than $1B” comment. Just a thought.

Given how tightly the details have been held, I’m a bit sceptical that the actual purchase price leaked.

I also believe the purchase price was only a verbal offer at the time the article was written, and that we’ve since been waiting for Kobold’s best formal offer.

It specifically says the sell price

‘AVZ and KoBold representatives want to nail down a deal on the future of the southern portion of the Manono deposit from the talks starting on Tuesday. If all goes well, AVZ could on-sell the Manono interest for up to $US1.5bn ($2.38bn) plus a royalty. But there is no assurance of any outcome, favourable or otherwise.’

 

[Skar]

So the world's wealthiest are scrambling to secure AVZ believing it is only worth $1:35 aud?

Been thinking the illegal dis2olvement of the comminiere JVA, the president trying to seek a way out of the Manono problem, Kobold not wanting comminiere as part of the deal and the line compensating AVZ for lost stake.

What about if the way forward is for comminiere and zijin to keep the north in their 60/40 JVA and in exchange AVZ get some compensation & 100% of the south (669 MILLION TONES @ 1.65%), which as a raw unrefined material has a proven worth of more than 250B AUD (and multiples more unproven/undrilled given that was well over 30+ years of supply for us), they say 15% of global supply to come from Manono.

I think its been too long and shareholders have forgotten exactly what we have here. We have a company, with a development partner and a plan, we had all approvals in place, we were waiting on them to calculate the mining fee and get it rubber stamped for the license. If the DRC is to transition in the manner it seeks, we need to be given fair value. Anyone saying $1 or $2 (with 3.5B shares on issue, or ~7B as compared to the hundreds of billions in proven value.... yeah that is pennies on the dollar).

Obviously there is risk for the buyer but any sale needs to factor in future earnings. I am just thankful the opinions of anyone posting here dont really matter all that much and it will be settled by management.