AVZ Discussion 2022

[Spikerama]

Here is Both next to each other, might be a bit easier for those that are on their phones.
Last Top 20 on AVZ Website was 28th Feb
& Today's one Posted by Kenno61 with today's date on it.

But the amount on Kenno's version is the exact same amount he had in Jan 2021. Something is awry.

 

[Remark]

But the amount on Kenno's version is the exact same amount he had in Jan 2021. Something is awry.

Misinformation? I love a good conspiracy theory.

 

[CashKing]

Misinformation? I love a good conspiracy theory.

Fills in the next 20 hours..

 

[LOCKY82]

I'm sure she's just there to disarm shareholders such as yourself when hoping to make a genuine enquiry.
I mean you've come away none the wiser armed with information you already knew
Oldest trick in the corporate book, the naive and innocent young secretary.
Bye bye troublesome shareholder.

Wasn't expecting anything to be fair she has her own job to do, but if you don't ask for anything you definitely won't get anything!
At least I know not to expect an announcement today. Logging my brain off from avz for the evening now.

 

[muks]

Everyone needs to calm down.

Kenno's Automic version only shows Ridgeback holdings.

The Offical AVZ top 20 released in Feb 22 includes Ridgeback Holdings and Nigel Ferguson COMBINED.

Nigel hasn't sold shit.

 

[Bin59]

The question is where did Nigel get the shares? - no sign of him buying in this report.​

​

Director Transactions​

AVZ directors must report any change in shareholding to the ASX within 5 business days.
See Director Transactions for all ASX companies.

Date	Director	Type	Amount	Price	Value	Notes
17/01/22	Graeme Johnston	Sell	+753,000	$0.865	($651,345)	On-market trade
13/01/22	Peter Huljich	Buy	+1,000,000	$0.92	$920,000	Conversion of securities
13/01/22	Peter Huljich	Exercise	1,000,000	$0.92	$920,000	Conversion of securities
13/01/22	Rhett Brans	Buy	+1,000,000	$0.92	$920,000	Conversion of securities
13/01/22	Rhett Brans	Exercise	1,000,000	$0.92	$920,000	Conversion of securities
13/01/22	Graeme Johnston	Buy	+1,500,000	$0.92	$1,380,000	Conversion of securities
13/01/22	Graeme Johnston	Exercise	1,500,000	$0.92	$1,380,000	Conversion of securities
13/01/22	Nigel Ferguson	Buy	+2,000,000	$0.92	$1,840,000	Conversion of securities
13/01/22	Nigel Ferguson	Exercise	2,000,000	$0.92	$1,840,000	Conversion of securities
13/01/22	John Clarke	Buy	+1,500,000	$0.92	$1,380,000	Conversion of securities
13/01/22	John Clarke	Exercise	1,500,000	$0.92	$1,380,000	Conversion of securities
03/12/21	Peter Huljich	Expiry	399,000	$0.615	$245,385	As advised by the company
03/12/21	Rhett Brans	Expiry	399,000	$0.615	$245,385	As advised by the company
03/12/21	Graeme Johnston	Expiry	532,000	$0.615	$327,180	As advised by the company
03/12/21	Nigel Ferguson	Expiry	798,000	$0.615	$490,770	As advised by the company
30/11/21	Peter Huljich	Buy	+1,101,000	$0.69	$759,690	Conversion of securities
30/11/21	Peter Huljich	Exercise	1,101,000	$0.69	$759,690	Conversion of securities
30/11/21	Rhett Brans	Buy	+1,101,000	$0.69	$759,690	Conversion of securities
30/11/21	Rhett Brans	Exercise	1,101,000	$0.69	$759,690	Conversion of securities
30/11/21	Graeme Johnston	Buy	+1,468,000	$0.69	$1,012,920	Conversion of securities
30/11/21	Graeme Johnston	Exercise	1,468,000	$0.69	$1,012,920	Conversion of securities
30/11/21	Nigel Ferguson	Buy	+2,202,000	$0.69	$1,519,380	Conversion of securities
30/11/21	Nigel Ferguson	Exercise	2,202,000	$0.69	$1,519,380	Conversion of securities
30/11/21	John Clarke	Buy	+2,202,000	$0.69	$1,519,380	Conversion of securities
30/11/21	John Clarke	Exercise	2,202,000	$0.69	$1,519,380	Conversion of securities
18/11/21	Peter Huljich	Issued	4,500,000	$0.575	$2,587,500	Issue of securities
18/11/21	Rhett Brans	Issued	4,500,000	$0.575	$2,587,500	Issue of securities
18/11/21	Graeme Johnston	Issued	7,000,000	$0.575	$4,025,000	Issue of securities
18/11/21	Nigel Ferguson	Issued	9,000,000	$0.575	$5,175,000	Issue of securities
18/11/21	John Clarke	Issued	6,750,000	$0.575	$3,881,250	Issue of securities
06/07/21	John Clarke	Buy	+333,333	$0.15	$49,999	Off-market trade
06/07/21	Nigel Ferguson	Buy	+333,334	$0.15	$50,000	Off-market trade
06/07/21	Graeme Johnston	Sell	+666,667	$0.15	($100,000)	Off-market trade
31/03/21	Graeme Johnston	Issued	2,000,000	$0.195	$390,000	Conversion of securities
31/03/21	Graeme Johnston	Expiry	2,100,000	$0.195	$409,500	As advised by the company
31/03/21	Graeme Johnston	Exercise	2,000,000	$0.195	$390,000	Conversion of securities
31/03/21	Rhett Brans	Issued	1,500,000	$0.195	$292,500	Conversion of securities
31/03/21	Rhett Brans	Exercise	1,500,000	$0.195	$292,500	Conversion of securities
31/03/21	Peter Huljich	Issued	1,500,000	$0.195	$292,500	Conversion of securities
31/03/21	Peter Huljich	Exercise	1,500,000	$0.195	$292,500	Conversion of securities
31/03/21	Nigel Ferguson	Issued	3,000,000	$0.195	$585,000	Conversion of securities
31/03/21	Nigel Ferguson	Exercise	3,000,000	$0.195	$585,000	Conversion of securities
31/03/21	John Clarke	Issued	3,000,000	$0.195	$585,000	Conversion of securities
31/03/21	John Clarke	Transfer	1,000,000	$0.195	$195,000	Off-market transfer
31/03/21	John Clarke	Transfer	1,000,000	$0.195	$195,000	Off-market transfer
31/03/21	John Clarke	Exercise	3,000,000	$0.195	$585,000	Conversion of securities
10/12/20	Peter Huljich	Issued	1,500,000	$0.098	$147,000	Issue of securities
10/12/20	Rhett Brans	Issued	1,500,000	$0.098	$147,000	Issue of securities
10/12/20	Graeme Johnston	Issued	2,000,000	$0.098	$196,000	Issue of securities
10/12/20	Nigel Ferguson	Issued	3,000,000	$0.098	$294,000	Issue of securities
10/12/20	John Clarke	Issued	9,000,000	$0.098	$882,000	Issue of securities
12/06/20	Rhett Brans	Buy	+1,500,000	$0.058	$87,000	Conversion of securities
12/06/20	Rhett Brans	Exercise	1,500,000	$0.058	$87,000	Conversion of securities
12/06/20	Peter Huljich	Buy	+1,500,000	$0.058	$87,000	Conversion of securities
12/06/20	Peter Huljich	Exercise	1,500,000	$0.058	$87,000	Conversion of securities
12/06/20	Nigel Ferguson	Buy	+3,000,000	$0.058	$174,000	Conversion of securities
12/06/20	Nigel Ferguson	Exercise	3,000,000	$0.058	$174,000	Conversion of securities
12/06/20	Graeme Johnston	Buy	+2,000,000	$0.058	$116,000	Conversion of securities
12/06/20	Graeme Johnston	Exercise	2,000,000	$0.058	$116,000	Conversion of securities
05/05/20	John Clarke	Buy	+1,000,000	$0.063	$63,000	On-market trade
11/07/19	Graeme Johnston	Exercise	4,000,000	$0.052	$208,000	Conversion of securities
11/07/19	Graeme Johnston	Buy	+4,000,000	$0.052	$208,000	Conversion of securities
11/07/19	Nigel Ferguson	Exercise	3,000,000	$0.052	$156,000	Conversion of securities
11/07/19	Rhett Brans	Exercise	1,500,000	$0.052	$78,000	Conversion of securities
11/07/19	Nigel Ferguson	Buy	+3,000,000	$0.052	$156,000	Conversion of securities
11/07/19	Rhett Brans	Buy	+1,500,000	$0.052	$78,000	Conversion of securities

Hide Rows

Director Interests​

The current holdings of AVZ directors.

Director	Last Notice	Direct Shares	Indirect Shares	Options	Convertibles
Graeme Johnston	17/01/2022	N/A	11,398,070	N/A	N/A
Peter Huljich	13/01/2022	0	5,101,000	N/A	N/A
Nigel Ferguson	13/01/2022	N/A	51,013,404	N/A	N/A
Rhett Brans	13/01/2022	N/A	7,064,158	N/A	N/A
John Clarke	13/01/2022	0	8,035,333	N/A	N/A

Shareholder Info​

Top 20 Shareholders​

About the Data​

The Top 20 Shareholders of AVZ hold 45.59% of shares on issue.

Name	Shares	Capital
Yibin Tianyi Lithium Industry Co Ltd	237,500,000	7.38%
Huayou International Mining (Hongkong) Limited	216,615,790	6.73%
BNP Paribas Nominees Pty Ltd ACF Clearstream	196,395,601	6.10%
Lithium Plus Pty Ltd	118,447,369	3.68%
Citicorp Nominees Pty Limited	102,707,869	3.19%
BNP Paribas Nominees Pty Ltd (Ib Au Noms Retailclient Drp)	99,756,295	3.10%
Certane Ct Pty Ltd (Richlink High-Tech Invest)	96,439,460	3.00%
HSBC Custody Nominees (Australia) Limited A/C 2	62,788,050	1.95%
HSBC Custody Nominees (Australia) Limited	48,950,713	1.52%
Hsbc Custody Nominees (Australia) Limited (Euroclear Bank Sa Nv A/C)	37,791,673	1.17%
Ridgeback Holdings Pty Ltd (The Ferguson Family A/C)	37,478,070	1.16%
Smartequity Eis Pty Ltd	32,150,000	1.00%
J P Morgan Nominees Australia Pty Limited	27,883,103	0.87%
Mrs Liyun Huang	27,500,000	0.85%
Mr Kevin Griffiths	26,288,400	0.82%
Stecol Consulting Pty Ltd (Cologna Family A/C)	23,435,500	0.73%
Mr Kai Guo	22,000,000	0.68%
Mr Craig Alan Doran	20,650,000	0.64%
Bnp Paribas Nominees Pty Ltd Six Sis Ltd (Drp A/C)	18,216,024	0.57%
BNP Paribas Noms Pty Ltd (Drp)	14,542,410	0.45%

Shareholder Distribution​

As reported in the most recent Annual Report.

Holding Size	1 - 1,000	1,001 - 5,000	5,001 - 10,000	10,001 - 100,000	100,001+	Total
No. of Shareholders	146	1,754	1,749	5,442	2,267

12 After Reporting Date Events ???

In early January 2022, AVZ commenced trading its ordinary shares on the OTCQX Best Market under the ticker symbol “AZZVF”.

On 13 January 2022, the Company issued 10,440,000 fully paid ordinary shares to employees, consultants and directors of the Company following the vesting of Performance Rights.

 

[CashKing]

But the amount on Kenno's version is the exact same amount he had in Jan 2021. Something is awry.

Just something to do with Automic Share Registry's way of doing things I'm sure.

 

[Sammy_da_Smile]

Damn we are edgy, jumping at shadows almost haha

 

[Frederick Will]

About as exciting as treading in dog shit

Did you mean treading or falling into a pool of dogshit

 

[Samus]

Did you mean treading or falling into a pool of dogshit

Well the mixed feelings of disappointment, disgust and anger are growing with each extension without proper explanation.
Personally I'm probably somewhere around the treading in it with bare feet at the moment.

 

[MoneyBags1348]

Misinformation? I love a good conspiracy theory.

A good conspiracy theory…. Ok I heard that taxi driver people keep referring to say “he lent his shares to himself and shorted them”…. Ok ok that’s enough, back to serious MoneyBags, I should know better when I know it’s all fun and games until someone gets hurt!

 

[DiscoDanNZ]

Well the mixed feelings of disappointment, disgust and anger are growing with each extension without proper explanation.
Personally I'm probably somewhere around the treading in it with bare feet at the moment.

Definitely feeling that squelch here

 

[EV Enthusiast]

Nigel Ferguson has 2 accounts you numpties.... And it clearly states on the company register online the AVZ website

The Automic register has not grouped both accounts and hence the account Ridgeback Holdings Pty Ltd is higher on the list. What a beat up...

 

[wombat74]

Nigel Ferguson has 2 accounts you numpties.... And it clearly states on the company register online the AVZ website

View attachment 10495

The Automic register has not grouped both accounts and hence the account Ridgeback Holdings Pty Ltd is higher on the list. What a beat up...

Yes , and his second account was just outside the top 20 and could not be seen by plebs . Didn't make sense he would sell . Never a dull moment in AVZ land .

 

[Spikerama]

Nigel Ferguson has 2 accounts you numpties.... And it clearly states on the company register online the AVZ website

View attachment 10495

The Automic register has not grouped both accounts and hence the account Ridgeback Holdings Pty Ltd is higher on the list. What a beat up...

Fair enough. I will duly accept the Numpty Dumpty crown. I draw the line at posting a meme of it though cos I hate them.

 

[Xerof]

Nigel Ferguson has 2 accounts you numpties.... And it clearly states on the company register online the AVZ website

View attachment 10495

The Automic register has not grouped both accounts and hence the account Ridgeback Holdings Pty Ltd is higher on the list. What a beat up...

Correct, and here's the detail. Actually, the second holding is as a beneficiary of Equity Plan Services, currently at number 11 on the charts

http://research.iress.com.au/IDS/ol...5D470000176100B5F7D8E540093D250091850000&ppv=

 

[wombat74]

Put your hand up if after this is all over you're never going to invest in Africa again . My fingers are touching the ceiling .

 

[CashKing]

Nigel Ferguson has 2 accounts you numpties.... And it clearly states on the company register online the AVZ website

View attachment 10495

The Automic register has not grouped both accounts and hence the account Ridgeback Holdings Pty Ltd is higher on the list. What a beat up...

Boatman would have already wrote an article about it if he had sold..

Phew, glad that didn't get leaked to the crapper

That's 1 hour gone 19 to go....

 

[DiscoDanNZ]

Put your hand up if after this is all over you're never going to invest in Africa again . My fingers are touching the ceiling .

I just bought shares the other week in an ASX listed miner/speccie with graphite potential in Mozambique, lessons have not been learned. It looks like they will be getting Graphite out of the ground in the Ukraine first...

 

[Kenno61]

Thanks X. Sounds like he knows his (and AVZ's) business inside out, and mate I completely understand where he is coming from, I'm like that myself. And AVZ aren't blameless. At the Sydney presentation Nigel said the ML was due that or the following month (can't remember which now) but my hand was up first come question time and the first thing I said to him was "That's not going to happen".... his reply was "Isn't it!?".... so I explained why, and sure enough, the next day, the announcement came out that it would be a month later than what had been said.

What I would stress is that I believe Nigel has a reason for doing the things he does, and rather than be dirty on him (like Der Geist) we have to trust he knows what he's doing and why. To put it another way, if he had disclosed everything he might have known, the share price wouldn't be where it is today, and would never have gotten to $1.30, so I believe we have to find a balance in his, and your own understanding.

The company may not have put out much information, but they know what is going on (except perhaps for the recent media trash) and have stuck to their guns that the claims are spurious and unfounded and they have been in discussions with the DRC, who are supportive of us, and can probably be evidenced by the recent decision that Cominiere's equity sale to Zigin was illegal.

I personally would appreciate Der Geist's research and assistance in anything and everything to do with the current situation

Finally, it was Frank who put me onto AVZ years ago, his research and contribution to shareholders is exceptional and I'm sure he knows how much he is appreciated and whoever the bloke is who tried to shit on him, get a hold on yourself mate, we all are anxious, but some of us grit our teeth and try and help overcome the problem, not shit on Frank who has never ramped and spends most of his time helping others!! And apologies to all for all my waffling

MoneyBags I am completely with you on this re Nigel. He has been working the DRC for over 20 years and knows EXACTLY what goes on there. None of these shenanigans would have surprised him, nor come from left field. IMO he knew/knows exactly what is/was happening and has DLA Piper watching our backs all along.
Also, if he or the BoD had have let on (what they think they knew) was happening it would have been completely self defeating to shout it from the rooftops, the sp possibly would have been reamed. Some things are better left unsaid until it's meant to be disclosed.
Personally I think they have played the long game well.
as for his shareholding I'm certain that it could be split into two different groups like mine are, personally and smsf.
Happy EOFY everyone, hopefully this covid bs is all behind us now and onwards and upwards!