AVZ Discussion 2022

pow4ade

Regular
"Those were the days"

There's nothing worth being nostalgic about when it comes to violence against the fairer sex. Even back then there was nothing more pathetic.
Just the way it was, is all. Certainly not nostalgic for it. :rolleyes:
 
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Retrobyte

Hates a beer
One of the adverts on the forum today ....

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cruiser51

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Roon

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Remark

Top 20
I think this is a fairly appropriate representation. Though we haven't had a pillow for a while
What, No pineapple?
 
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TheCount

Regular
The Count will advise tomorrow 🤣🤣🤣
Oh my…….

I am such a fucking amateur making my own gin…. So much to learn, so much to test, so much to just shut up and listen!!!

If only I had a shit-ton of cash and eyeing off retirement…

C’mon AVZ, the members of TSE need me to up my spirits game.

Yesterday started at Clovelly for some barefoot bowls and beers from 10am.

Next to the 4 pillars distillery in Surry Hills and into the private bar upstairs for tasting and learning much more about their process. $110 a head is steep but you could drink as much as you want.

IMG_6130.jpeg


The Count Distilllery will be modeled on this..

Future Son in Law is navy, so the ensuing pub crawl was into all the old pubs in Sydney.

Lord Nelson
Fortune of War
Hero of Waterloo
Hickson Distilllery
Duke of Clarence
The Barber Shop
Rambling Rascal

Tucked into bed with the Countess in the Swissotel by midnight and asleep by 12.01 😂

A good night. Haven’t been on a pub crawl for probably 20 years….. Will be how the AVZ roadtrip takes place eh!
 
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j.l

Regular
The article popped up on my phone this morning and hence, I presumed that it was a new article. Does the full article mention the article date?
Archived 2 months ago
 

marksmann007

Regular
Jeff Bezos sold $5.4billion worth of stock in Amazon on Friday June 27 as reported here.✅
This represents approximately 2.45% of his total shares.
Safe to say raising funds to buy AVZ at a fair price wouldn’t be difficult.
 
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j.l

Regular
Jeff Bezos sold $5.4billion worth of stock in Amazon on Friday June 27 as reported here.✅
This represents approximately 2.45% of his total shares.
Safe to say raising funds to buy AVZ at a fair price wouldn’t be difficult.
Had to pay for his wedding.
 
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Colaci78

Member
Jeff Bezos sold $5.4billion worth of stock in Amazon on Friday June 27 as reported here.✅
This represents approximately 2.45% of his total shares.
Safe to say raising funds to buy AVZ at a fair price wouldn’t be difficult.
While Jeff Bezos’s recent sale of approximately $5 billion in Amazon shares coincides with KoBold Metals—a mining startup backed by Bezos and Bill Gates—acquiring AVZ Minerals’ stake in the Manono lithium project in the Democratic Republic of Congo (DRC), there is no direct evidence linking the two events.





KoBold Metals has entered into a framework agreement to purchase AVZ Minerals’ interest in the Manono lithium deposit, one of the world’s largest hard rock lithium resources. This move aligns with U.S. efforts to secure critical mineral supplies and reduce reliance on Chinese-controlled sources.





Bezos’s stock sale was conducted under a pre-arranged trading plan and is consistent with his history of selling Amazon shares to fund various ventures, including his space exploration company, Blue Origin, and philanthropic initiatives.





While it’s plausible that proceeds from the stock sale could support investments like KoBold’s lithium project, no public statements have confirmed such a connection.
 
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Goldenboy

Regular
While Jeff Bezos’s recent sale of approximately $5 billion in Amazon shares coincides with KoBold Metals—a mining startup backed by Bezos and Bill Gates—acquiring AVZ Minerals’ stake in the Manono lithium project in the Democratic Republic of Congo (DRC), there is no direct evidence linking the two events.





KoBold Metals has entered into a framework agreement to purchase AVZ Minerals’ interest in the Manono lithium deposit, one of the world’s largest hard rock lithium resources. This move aligns with U.S. efforts to secure critical mineral supplies and reduce reliance on Chinese-controlled sources.





Bezos’s stock sale was conducted under a pre-arranged trading plan and is consistent with his history of selling Amazon shares to fund various ventures, including his space exploration company, Blue Origin, and philanthropic initiatives.





While it’s plausible that proceeds from the stock sale could support investments like KoBold’s lithium project, no public statements have confirmed such a connection.
Mate he is getting ready for a divorce settlement. One look and you can tell it’s going to cost him dearly. 😀😀
 
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Chase

Regular
Oh my…….

I am such a fucking amateur making my own gin…. So much to learn, so much to test, so much to just shut up and listen!!!

If only I had a shit-ton of cash and eyeing off retirement…

C’mon AVZ, the members of TSE need me to up my spirits game.

Yesterday started at Clovelly for some barefoot bowls and beers from 10am.

Next to the 4 pillars distillery in Surry Hills and into the private bar upstairs for tasting and learning much more about their process. $110 a head is steep but you could drink as much as you want.

View attachment 87802

The Count Distilllery will be modeled on this..

Future Son in Law is navy, so the ensuing pub crawl was into all the old pubs in Sydney.

Lord Nelson
Fortune of War
Hero of Waterloo
Hickson Distilllery
Duke of Clarence
The Barber Shop
Rambling Rascal

Tucked into bed with the Countess in the Swissotel by midnight and asleep by 12.01 😂

A good night. Haven’t been on a pub crawl for probably 20 years….. Will be how the AVZ roadtrip takes place eh!
Legend effort count!
 
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Winenut

GO AVZ!!!!
While Jeff Bezos’s recent sale of approximately $5 billion in Amazon shares coincides with KoBold Metals—a mining startup backed by Bezos and Bill Gates—acquiring AVZ Minerals’ stake in the Manono lithium project in the Democratic Republic of Congo (DRC), there is no direct evidence linking the two events.





KoBold Metals has entered into a framework agreement to purchase AVZ Minerals’ interest in the Manono lithium deposit, one of the world’s largest hard rock lithium resources. This move aligns with U.S. efforts to secure critical mineral supplies and reduce reliance on Chinese-controlled sources.





Bezos’s stock sale was conducted under a pre-arranged trading plan and is consistent with his history of selling Amazon shares to fund various ventures, including his space exploration company, Blue Origin, and philanthropic initiatives.





While it’s plausible that proceeds from the stock sale could support investments like KoBold’s lithium project, no public statements have confirmed such a connection.
1751193788201.gif
 
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pow4ade

Regular
This is only the beginning. Next stop: the US-DRC Mineral Partnership.
After the signing ceremony with Rubio, he turned to Boulos and called him an 'absolute superstar'. Then quipped, what's your next trick? Sudan, Boulous immediately replied. To which Rubio said, excellent, let's do it.

This Trump administration is certainly proving the naysayers wrong right now. More power to them.
 
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Pokok

Regular
Oh my…….

I am such a fucking amateur making my own gin…. So much to learn, so much to test, so much to just shut up and listen!!!

If only I had a shit-ton of cash and eyeing off retirement…

C’mon AVZ, the members of TSE need me to up my spirits game.

Yesterday started at Clovelly for some barefoot bowls and beers from 10am.

Next to the 4 pillars distillery in Surry Hills and into the private bar upstairs for tasting and learning much more about their process. $110 a head is steep but you could drink as much as you want.

View attachment 87802

The Count Distilllery will be modeled on this..

Future Son in Law is navy, so the ensuing pub crawl was into all the old pubs in Sydney.

Lord Nelson
Fortune of War
Hero of Waterloo
Hickson Distilllery
Duke of Clarence
The Barber Shop
Rambling Rascal

Tucked into bed with the Countess in the Swissotel by midnight and asleep by 12.01 😂

A good night. Haven’t been on a pub crawl for probably 20 years….. Will be how the AVZ roadtrip takes place eh!
I have been kicked out of all of them , want to have a session one afternoon . Back in Maroubra in 2 weeks . Work starts again thanks DRC , back to the grind
 
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hedrox

Regular
Personally I don't mind if the negotiations are going on for another 3 month while the lithium price is on the run...
its defiantly warming up in the lithium market...
Screenshot 2025-06-30 at 10.56.42.png
 
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Flight996

Regular
Personally I don't mind if the negotiations are going on for another 3 month while the lithium price is on the run...
its defiantly warming up in the lithium market...
View attachment 87827

China can't keep flooding its market indefinitely with nasty lepidolite in order to manipulate the price of imported product. There will be a time soon when the liabilities associated with the extraction and processing of this low grade material cannot be further absorbed by provincial budgets and processors...and then prices will change virtually overnight.
 
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Jongo

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Skar

Regular
China can't keep flooding its market indefinitely with nasty lepidolite in order to manipulate the price of imported product. There will be a time soon when the liabilities associated with the extraction and processing of this low grade material cannot be further absorbed by provincial budgets and processors...and then prices will change virtually overnight.
As long as they have a monopoly (or most of the purchasing power) on the chemical production/conversion, of course they can. Thats why non-china supply chains are so important. Think about how Woolies and Coles treat farmers, its a similar power dynamic.

They can stock up supply at "real market rates", then not buy and push the market into a supply glut and buy at the low prices... problem is thats not sustainable which is why we see such extreme commodity cycles or as Mr Lithium Lowry says "high prices fix high prices, low prices fix low prices". Without new entrants and exploration the market will quickly get constrained again, especially as demand increases.
 
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Flight996

Regular
As long as they have a monopoly (or most of the purchasing power) on the chemical production/conversion, of course they can. Thats why non-china supply chains are so important. Think about how Woolies and Coles treat farmers, its a similar power dynamic.

They can stock up supply at "real market rates", then not buy and push the market into a supply glut and buy at the low prices... problem is thats not sustainable which is why we see such extreme commodity cycles or as Mr Lithium Lowry says "high prices fix high prices, low prices fix low prices". Without new entrants and exploration the market will quickly get constrained again, especially as demand increases.
Putting environmental and social costs aside for the time being, there is a significant cost to deliberately choosing to extract the poorest and most labor and regulatory intensive lithium ore available in order to distort the market. Lepidolite grades are typically <1% lithium oxide, but the typical commercial spodumene mine is >1% lithium oxide. As a result, extraction and processing of low-grade lepidolite has created significant financial burdens for local authorities and producers because they have to manage the financial shortfall and higher interest rates.

Increased costs, including regulatory burdens and sustainability issues, distort the market and contribute to unsustainable indebtedness. Of course the central planners deny that this burden is unsustainable.

Nonetheless, you are right in saying that in contestable markets, high prices eventually fix high prices, and low prices eventually fix low prices. Nothing stays distorted forever.
 
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