AVZ Discussion 2022

Samus

Top 20
AVZ Warriors,

I realise that it has been a long road for everyone, financially and mentally and I have the greatest sympathy for all sufferers. For instance, I have had to sell assets to keep me and the misses afloat and we are starting to run on fumes. While the ICSID option sounds good($10 billion) it will not give you the desired result. For one, it will be a long road(years) and I bet you London to a brick on that you are not going to get money out of a broke DRC. We are just fortunate that the Trump administration has realised the importance of securing critical minerals and preventing China owning them and dominating the supply chain and price, and our unique mammoth once in a lifetime deposit is right in their cross hairs. Therefore I think the Kobold offer and any other American interest(a non-binding interest can bring other bidders) is a God send and I would gladly take the offer knowing that this really is the only way out. From what I understand in articles we could be looking at weeks to a few months when all is signed.

How great would that be for long suffering holders considering we have had to wait 3 years!

Bison is right to say we do not know the Kobold offer so why presume anything......but I will say this:

The price of lithium has fallen dramatically since the boom as you can see in the share price of our competitors; it is a buyers market. Sohh....as much as we have the largest deposit globally the lithium price must be considered, the fact we do not have a mine yet, as well as a discount for sovereign risk. I am just being realistic and think this is honestly our only option, and who knows what the price will be.

Sincerely, M8
Hi mining8, sounds like you've gone from being one of the biggest AVZ pumpers off all time to softening up like Jens because times are a little bit tough.
ICSID is good leverage for negotiations and should help establish a baseline. Those DRC scum shouldn't get away with their rampant corruption and at least if something 'else' goes wrong we've got the backup that the world bank can try to recover our damages.
DRC agreements are worth a piece of piss, that's the biggest lesson we've learned.
 
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aon

Regular
That last part is where my mind is at but maybe in a slightly different view. The minerals security pact or whatever you want to call is is for DRC commodities not Manono specifically. Some discussions on here (at least the feeling I get) is that the whole minerals for security deal is based on Manono alone.

The pact will go ahead with or without a Manono so the “it as to go to USA under the security deal” is a BIG call and I feel as you stated in the grand scheme of things Manono whilst huge isn’t the be all and end all in the DRC. It’s a fraction of mineral wealth.

I’d rather we mine this but that will be difficult, second option would be to sell this to the highest bidder no matter who they are.
Anyone suggesting a low ball offer as acceptable (imo) be it here (TSE), on X, or HC for that matter, is a traitor to the cause; the message needs to stay on point, any offer below Fair Compensation for all AVZ investors is unacceptable, end of. Sure, if it's just to get the ball rolling fine, however, stop telling us all how tough it is at this time for the lith sector, no one gives a fg toss, that its tough at this time, all potential buyers will be buying this for the future, the next 30+ years!
 
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Xerof

Flaming 1967
I’ve been a holder for many years and still have shares, I’m hoping it gets an amazing offer just as much as anyone else.

No negativity here

I’m simply asking a question that no one is answering? Maybe I’m just soo stupid and ignorant of this and its obvious but if so please someone explain ?

What happens next after the payment of accepted by AVZ
?
Horses and carts come to mind

Too soon mate, leave it until there is something on paper to chew on, and all will be revealed
 
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cruiser51

Top 20
I’ve been a holder for many years and still have shares, I’m hoping it gets an amazing offer just as much as anyone else.

No negativity here

I’m simply asking a question that no one is answering? Maybe I’m just soo stupid and ignorant of this and its obvious but if so please someone explain ?

What happens next after the payment of accepted by AVZ
?
We wait till the money is in the bank and after that invite Nigel for a piss up. ;);););););)
 
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DMasonic

Member
1. Watch the status of the ICSID case. If and when AVZ actually do suspend the case it will be a strong signal that an agreement has been reached, including a sale price.
2. Hopefully any agreement includes a waiver of capital gains tax by the DRC government. It would be untenable for the DRC to benefit from their corrupt activities that forced AVZ to sell.
3. It really annoys me that Zijin may benefit from their corrupt activities. They should be contributing to the AVZ payout.
4. We wait.
 
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Spikerama

Regular
Anyone suggesting a low ball offer as acceptable (imo) be it here (TSE), on X, or HC for that matter, is a traitor to the cause; the message needs to stay on point, any offer below Fair Compensation for all AVZ investors is unacceptable, end of. Sure, if it's just to get the ball rolling fine, however, stop telling us all how tough it is at this time for the lith sector, no one gives a fg toss, that its tough at this time, all potential buyers will be buying this for the future, the next 30+ years!

Exactly this.

That's why I reckon anyone quoting prices... any price (apart from the meme of $12) is a traitor because all you are doing is sentiment signaling; which is only helpful to a buyer testing for softness. Same as downward pressure in trading. Price testing basically. Weak hands. All that shit. Fuck, you guys should know all this better than me.

Point being, if you are ok will a shit outcome as in cents in a dollar, why do you have to call it from the roof tops or spooge it all over the social apps? The truthful answer is you don't. You just have to shut up and wait and see how low it turns out. Right?

So then, what's the real reason you are shopping out lowball prices?
 
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Samus

Top 20
$1 aud plus. Stop with the 40c talk. None of the large holders pushing for 40c.
Stop with the fucking $1 talk!
1000012993.jpg


MINIMUM!
 
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DiscoDanNZ

Regular
Exactly this.

That's why I reckon anyone quoting prices (apart from the meme of $12) is a traitor because all you are doing is sentiment signaling; which is only helpful to a buyer testing for softness. Same as downward pressure on trading. Price testing basically. Weak hands. All that shit. Fuck you guys should know all this better than me.

Point being, if you are ok will a shit outcome as in cents in a dollar, why do you have to call it from the roof tops or spooge it all over the social apps? The truthful answer is you don't. You just have to shut up and wait and see how low it turns out.

$12 can buy many $2 parties
 
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tonster66

Regular
$12 it is
 
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Spikerama

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Skar

Regular
Gee.... I wonder if any other nations will jump on board the US bandwagon of trying to derisk mineral investment to compete with China...

 
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Spikerama

Regular
They're getting it with their 'security for minerals' deal, so that's a mute point once its signed. They can cry about the risk all they like, but it's a bs ruse when they're waiting for a 'security for minerals' deal to be implemented before handing over the cash, so if they dont offer 'fair value' and 'partial compensation' (their words, not ours) then it's no deal. They can go take advantage of the next mug

Moot point, not "mute point"
 
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PhatCatz

Regular
If the sub 5 bucks calls are true. it will be a bitter pill to swallow getting reamed by so called allies. China we could understand. It’s how they operate. But from the US. Cuts deep man.

Albo and Penny won’t say shit. Yet be the first with hands out collecting tax when/if this ever sells.
 
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ptlas

Regular
I wish that the trolls would make a few more mute points.
 
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protoje

Regular
Exactly this.

That's why I reckon anyone quoting prices... any price (apart from the meme of $12) is a traitor because all you are doing is sentiment signaling; which is only helpful to a buyer testing for softness. Same as downward pressure on trading. Price testing basically. Weak hands. All that shit. Fuck you guys should know all this better than me.

Point being, if you are ok will a shit outcome as in cents in a dollar, why do you have to call it from the roof tops or spooge it all over the social apps? The truthful answer is you don't. You just have to shut up and wait and see how low it turns out. Right?

So then, what's the real reason you are shopping out lowball prices?
Absolutely fucking spot on - and the other thing is, sentiment is so easy to measure now with all this AI tech. It’s out of our hands so just shut the fk up everyone and let Nigel do his job. We all want $12. That’s all anyone should be posting.
 
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LEFOOL

Regular
I love you for this Spike :)
 

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Frank

Top 20
Totally agree here on ICSID

The whole legal avenue must continue

Proving up title, putting some metrics around the numbers/value, powerful, powerful, powerful bargaining chip

Absolutely correct negotiations can take place and deals can be made any time up to, during and after ICSID

ICSID is the one thing that can bring forward and help facilitate a meaningful and fair deal

Management dropping the legals would be a massive commercial blunder

It is only when everything is done and dusted and appropriate funds firmly in all shareholders bank accounts that the legal switch gets turned off

Anything else is a complete folly

Ditto Bro, I concur, Wise words indeed from our Wino (y) (y)

#Nail on Head ! .jpg



#ThumbsUp.png
 
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j.l

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