Ann: ICSID Arbitration Proceedings, page-401

First 401 Last

Share
Profile

Follow
Roon-Aus

1,025 Posts.

1171

14/06/23

13:00

Post #: 68279808
Share

Originally posted by Skar: ↑

If its a choice between 0 (i.e it being stolen, unjustly reclaimed or AVZ bled out in legal disputes until we have no more operating cash and can't fight to maintain the claim) and 3B... then yeah I'll take 3B now (bird in the hand), I know how good the resource is and how much of a discount that is factoring in future earnings but thats the incentive for someone to buy it - the asset is great, the circumstances are not. Whoever buys it not only needs a bucketload of capital, they need the political connections (which might amount to a good supply of brown paper bags) to get it to mine. AVZ has done everything the right way ethically and legally but has been mischaracterised and basically cheated out of what we rightfully should have earned.

If AVZ (Dathcom) has an ML the game instantly changes (thats was what I was waiting on 14 months ago when it was imminent, ML, BFS, updated 10mpta study, FID - there are many catalyst events... as any of those land you can easily double that 3B (until then, I'd take a safe exit and protect my capital given the last ~14 months of uncertainty).

Then again, who the F knows, maybe ML is imminent.

GLTAH

Expand

This is precisely my thinking! I think a growing number of SH's are starting to trend towards this mindset, based on some recent discussions ive been having. Make it happen Nige!

AVZ Price at posting: 78.0¢ Sentiment: Hold Disclosure: Held
15 Upvote

0 Great analysis

Reply

Top Stories

ARD

Argent begins search for VMS mineralisation at Kempfield Cu-Pb-Zn-Au-Ag play in NSW

Week 33 Wrap: US recession fears forgotten; RBNZ’s surprise rate cut; more iron ore trouble

Bitcoin: Current State of Play & Where to Next | Swyftx

M2R

EIS co-funded campaign sees Miramar kick off maiden drilling at Bangemall, Gascoyne WA

SVL

Court of Appeal upholds environmental group's challenge to Silver Mines Ltd's Bowden project

WNX

Wellnex sees first special access scheme prescriptions for new Wellness Life brand

EQR

EQ Resources transitions historic Mt Carbine tungsten mine to owner-operator system

VTM

Victory Metals dips -8% even as company set to grow heavy REE resource at North Stanmore

Emerald & Azure score Digger & Dealer awards

IMD

IMDEX to receive $10M in out-of-court settlement with Boart Longyear over downhole tool patent

There are more pages in this discussion • 75 more messages in this thread...

First 401 Last

Add AVZ (ASX) to my watchlist

Ann: ICSID Arbitration Proceedings, page-401

Top Stories

Argent begins search for VMS mineralisation at Kempfield Cu-Pb-Zn-Au-Ag play in NSW

Week 33 Wrap: US recession fears forgotten; RBNZ’s surprise rate cut; more iron ore trouble

Bitcoin: Current State of Play & Where to Next | Swyftx

EIS co-funded campaign sees Miramar kick off maiden drilling at Bangemall, Gascoyne WA

Court of Appeal upholds environmental group's challenge to Silver Mines Ltd's Bowden project

Wellnex sees first special access scheme prescriptions for new Wellness Life brand

EQ Resources transitions historic Mt Carbine tungsten mine to owner-operator system

Victory Metals dips -8% even as company set to grow heavy REE resource at North Stanmore

Emerald & Azure score Digger & Dealer awards

IMDEX to receive $10M in out-of-court settlement with Boart Longyear over downhole tool patent

Featured News