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29/05/25
16:54
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Originally posted by Gouldians:
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All I'm saying is Nigel, from AVZ side of the equation , is happy to accept USD259.25M for 30.5% as of Jan 8 2025. Why do people think its going to suddenly be worth more than that? The US aren't going to sort all the sovereign risk and also pay a premium. When AVZ halted trading it had a market cap of ~AUD2.7B. The lithium price was much much much higher too. So lets say a AUD1.5B price is in the ball park; its way off the dollars people are talking about. All I'm saying is a bit of a reality check is needed so people aren't too disappointed if/when an offer arrives.
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what does the company (AVZ) get in return? Far more than just the $$$. put a value on all CATHs contacts, experience and abilities then add that to the sum and you have a fair value. or was it going to be CATH the silent partner…