AVZ Discussion 2022

[Skar]

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I expect the framework for a sale price range has been agreed to, not the exact price there are still too many variables. I think the DRC will need to agree to 1. Immediate ML obviously, 2. Zinjin/cominiere keep the 60:40 split in the north and in exchange cominiere is completely out of the south, kobold gets 100% of it as part of AVZ selling commercial interest to them. 3. SEZ conditions.

At no point in any of the messaging has Kobold tried to downplay or sell short what they are buying. I think there is a ceiling sale price that has been agreed to and a floor price and now its about negotiating out all the details to see exactly where in that range it will be.... I think thats why AVZ are saying non-binding and Kobold are saying hold my beer we got this.

I forgot about 4. Cath made whole probably an offtake.

 

[Doc]

I expect the framework for a sale price range has been agreed to, not the exact price there are still too many variables. I think the DRC will need to agree to 1. Immediate ML obviously, 2. Zinjin/cominiere keep the 60:40 split in the north and in exchange cominiere is completely out of the south, kobold gets 100% of it as part of AVZ selling commercial interest to them. 3. SEZ conditions.

At no point in any of the messaging has Kobold tried to downplay or sell short what they are buying. I think there is a ceiling sale price that has been agreed to and a floor price and now its about negotiating out all the details to see exactly where in that range it will be.... I think thats why AVZ are saying non-binding and Kobold are saying hold my beer we got this.

Ceiling is 10B
Floor is 9.8B

 

[Thaz]

Don't forget, arcadium lithium was acquired for 6.7bn... this was for 200k tonnes /yr ...


From memory, avz was planning on doing 700k per year?

6.7bn/200k X 700k X 75% = 17.5bn.

That's rough back of envelope calculations.

This isn't even factoring quality and the north.

 

[Spikerama]

It's still Twenty Two. Unless an announcement is due.

 

[Miljew91]

Don't forget, arcadium lithium was acquired for 6.7bn... this was for 200k tonnes /yr ...


From memory, avz was planning on doing 700k per year?

6.7bn/200k X 700k X 75% = 17.5bn.

That's rough back of envelope calculations.

This isn't even factoring quality and the north.

Avz = sc6
arcadium = LCE

Get it right dawg

 

[LX600]

Avz = sc6
arcadium = LCE

Get it right dawg

Based on research, no company is having the capacity to have 200k LCE per year. Not even albermale

 

[Mute22]

After thousands of hours of research, my visualised analysis on how AVZ ‘due diligence’ digests to Facebook 'Information'.

 

[lellep]

After thousands of hours of research, my visualised analysis on how AVZ ‘due diligence’ digests to Facebook 'Information'.

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Pretty much sums it up

 

[Dave Evans]

Avz = sc6
arcadium = LCE

Get it right dawg

Arcadium Lithium’s mines in total produce 75,000 Tonnes of LCE annually.

I don’t know what AVZ’s yearly production would be but Roche Dure alone has 26Mt of LCE so if AVZ produced the same amount of LCE per year as Arcadium, it would give us a mine life of over 300 years. Of course that’s before KoBold’s so called amazing AI technology discovers there’s actually even more lithium than what AVZ has already measured, indicated and inferred

Just imagine how much CATH-CATL could produce annually, and they offered us an option to acquire 49% interest in a Lithium Carbonate (LCE) conversion plant built by CATH

Can any of you imagine what sort of return that would give us shareholders, so there’s no excuse KoBold can’t stump up a fair offer

 

[CashKing]

Almost 3000 pages since we all moved here for the better.

Let’s hope we all get along until the end & after I don’t know

We all end up in a better position after all this bullshit and still talk shit with each other.

Or go our separate ways and find the next full fuxked up drama share to get into

GLTAH

 

[Pokok]

Question if a shareholder does not register his or her shares with Atomic where do they stand , and I might post a Sunday funny , I was travelling on Friday , no excuse uppercut for me

 

[JAG]

Question if a shareholder does not register his or her shares with Atomic where do they stand , and I might post a Sunday funny , I was travelling on Friday , no excuse uppercut for me

 

[Pokok]

Ok this was a question for a mate I told him long ago to register so if his shares go POOF who the fuck gets them

 

[JAG]

Ok this was a question for a mate I told him long ago to register so if his shares go POOF who the fuck gets them

Sorry mate, I wasn’t taking the piss.

 

[Pokok]

Understand , I got skinny like an old RINO , I said just do it and you will not have an issue , some people never listen

 

[Frank]

I have said many times, TSE is the place for intel , respectful posting and swift extraction of trolls

That has been consistent throught this long arduous 3 yr journey.

AVZ TSE is in a league of its own.

*Speaking of Trolls and all things that Stink - Hi Toilet you Turd

Working overtime as if your life depends on it i see

 

[Frank]

https://x.com/KiengeKki/status/1921106890043347149

https://x.com/liarliar__1/status/1921155951370940428

 

[pow4ade]

Just imagine how much CATH-CATL could produce annually, and they offered us an option to acquire 49% interest in a Lithium Carbonate (LCE) conversion plant built by CATH

Can any of you imagine what sort of return that would give us shareholders, so as far as I’m concerned KoBold can stump up a fair price or fuck off

From the day Trump championed our cause it was clear the mineral/security deal was contingent on no Comminere or Chinese involvement in Manono(RD).

FT wont grant CATH a ML and risk jeopardising the minerals/security deal. Hence Kobold's cockiness and wrapping their ann with talk of peace and security. The subtext being: only the US via Kobold can provide Felix the deal he craves.

Therefore the only counter-bids Nigel can realistically entertain are from non-Chinese companies, preferably US ones.

 

[Huntian]

X post and Youtube video regarding Kobold Metals recent BBC World Service discussion about Manono have now been removed

 

[DiscoDanNZ]

Almost 3000 pages since we all moved here for the better.

Let’s hope we all get along until the end & after I don’t know

We all end up in a better position after all this bullshit and still talk shit with each other.

Or go our separate ways and find the next full fuxked up drama share to get into

GLTAH

All comes down to what we get paid out I guess, would be nice if we finally got that $2 party. Send AVZ off with a bang and leave Nigel with the tab?