DiscoDanNZ
Regular
Was 100% sure they were a bot until they recognised a joke.
AVZ Discussion 2022
- Thread starter GazDix
- Start date
no idea how they came up with that valuation. it seems reasonable to mark down the valuation given it was delisted but seems a bit arbitrary to come up with $0.15aud. anyhow it doesnt bother me, I know its true worth and its a lot higher than that. its amazing how many people have written avz off, its been dark at times but have always maintained the belief we would get out of this somehow. fingers crossed.
Is this a chatgpt reply or do you just have multiple personalities ?
DiscoDanNZ
Regular
Multiple operators
Retrobyte
Hates a beer
RHyNO
Regular
Agree mate, just curious perhaps you or someone else here might know this. To get the CGT discount, does the company have to relist? Or does Nigel have to shut AVZ down and return capital as you say? What are your and others thoughts on this process?
Geez I hope it’s legit. Just sent them 50k, they promised I’d double my money in a week!
KentCStrait
Regular
With the mining licence in place and sovereign risk neutralised by US backing, the floor valuation for Roche Dure is USD $6–8 billion, based on recent comparable transactions.
At that level, AVZ shareholders walk away satisfied, and the buyer — whether it’s Kobold or someone else — secures an asset that will generate extraordinary long-term returns.
If there’s competitive tension or multiple bidders, valuations could easily push toward USD $10–12 billion. This isn’t wishful thinking — the resource scale, global lithium demand, and geopolitical backing are all undeniable.
Frankly, anyone floating numbers below $6B either hasn’t done the work or is pushing an agenda. And if shareholders are forced into accepting a lowball outcome after years of obstruction and delay, a class action is inevitable — and no one sees a cent until that’s resolved.
It’s also critical that any distribution of proceeds to shareholders is executed via a share buyback or liquidation, not as a dividend or income-style return. If AVZ structures it in a way that denies shareholders access to the 50% CGT discount, it will absolutely trigger further legal action.
As for Jens now appearing to talk down the value of the project — I genuinely don’t understand his shift in position. He previously talked it up, so the change is confusing. It seems likely he was receiving information from someone on the ground in the DRC, and that pipeline may have dried up.
That said, if shareholders are materially harmed and it’s shown that public commentary influenced sentiment or misled investors, he could face legal consequences as well. No one is immune from scrutiny if this goes south.
At that level, AVZ shareholders walk away satisfied, and the buyer — whether it’s Kobold or someone else — secures an asset that will generate extraordinary long-term returns.
If there’s competitive tension or multiple bidders, valuations could easily push toward USD $10–12 billion. This isn’t wishful thinking — the resource scale, global lithium demand, and geopolitical backing are all undeniable.
Frankly, anyone floating numbers below $6B either hasn’t done the work or is pushing an agenda. And if shareholders are forced into accepting a lowball outcome after years of obstruction and delay, a class action is inevitable — and no one sees a cent until that’s resolved.
It’s also critical that any distribution of proceeds to shareholders is executed via a share buyback or liquidation, not as a dividend or income-style return. If AVZ structures it in a way that denies shareholders access to the 50% CGT discount, it will absolutely trigger further legal action.
As for Jens now appearing to talk down the value of the project — I genuinely don’t understand his shift in position. He previously talked it up, so the change is confusing. It seems likely he was receiving information from someone on the ground in the DRC, and that pipeline may have dried up.
That said, if shareholders are materially harmed and it’s shown that public commentary influenced sentiment or misled investors, he could face legal consequences as well. No one is immune from scrutiny if this goes south.
Underwaterdark
Regular
Maybe they will organise some sort of Share Buy Back program, instead of a special dividend, so cgt still comes in to play.
BRICK
Where’s Zeebot 😶🌫️
I fucken knew this biatch was a bot
Scapegoats and stolen millions: What the Mutamba case reveals about Tshisekedi’s regime
Congolese ruler Tshisekedi and his allies have made a habit of blaming Rwanda for nearly every crisis in the Democratic Republic of Congo. But while they cry foul across the border, they loot their…
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BRICK
Where’s Zeebot 😶🌫️
A bit of light reading . Surprise surprise the new Justice Minister is as rotten to the core as the rest of them .
ellenkampire.com
Scapegoats and stolen millions: What the Mutamba case reveals about Tshisekedi’s regime
Congolese ruler Tshisekedi and his allies have made a habit of blaming Rwanda for nearly every crisis in the Democratic Republic of Congo. But while they cry foul across the border, they loot their…
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Xerof
Flaming 1967
Our new entrant Anthony
My first post was moderated by the three stooges, as was your reply
Cumquat Cap
Regular
Fanciful to say the least, what if the offer is no where near that are we supposed to continue legal action against a bankrupt company for the foreseeable future?
Hoping for the most possible but competitive pressure is paramount, try and be realistic ffs
Xerof
Flaming 1967
I wasn’t speaking about you dear, and no, I’m not interested
Re: Roche Dure was measured at approx. 317Mt tonnes of spodumene ore at 1.63% converting to about 12.9Mt LCE
You may need a bigger boat because:
In January 2024, Roche Dure Measured, Indicated, and Inferred Mineral Resource increased to 669 million tonnes (Mt) grading 1.61% Li2O, 690ppm Sn, and 33ppm Ta, containing 10.79 Mt of lithium oxide. Measured + Indicated = 500Mt, and Inferred = 169Mt.
Your recalculations will be interesting.
Cheers
F
KentCStrait
Regular
Fanciful? What’s fanciful is pretending a Tier-1 lithium asset with a granted mining licence, US backing, and global strategic relevance is worth anything less than $6–8B. That’s not hopium — that’s what the numbers say when you compare it to other deals, and Roche Dure leaves those in the dust in both scale and grade.
If an offer comes in well below that, then yes — shareholders have every right to pursue legal action. And it won’t be against a “bankrupt company” — it’ll be against directors, advisors, and anyone else who facilitated a sale that doesn’t reflect market value. Precedent exists for that.
No one’s saying we hold out for the moon — but lowballing this now under the guise of “realism” isn’t smart, it’s submission. Competitive pressure is exactly what gets us a real price. Settling for crumbs before that pressure plays out is how value gets stolen.
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