AVZ (ASX) Ann: Resources Roadhouse Explorers Presentation

Originally posted by redapplecarts: ↑

Its actually very disturbing how information is being shared.

At first I thought some posters were full of BS about their “chats” with “Nige”. Increasingly, it appears these claims were true.

Some posters are motivated by impatience. Other, judging by their conspiracy leanings, are motivated by a need to feel special, like an insider. Neither agenda aligns with running a company professionally.

There are only so many hours in the day. If NF is only spending 15 minutes with every poster claiming to have one-on-ones, that leaves little time for anything else. And there is too much work to be done to spend any of it stroking brittle egos.

This is really starting to look like amateur hour. For the very first time, I am seriously reconsidering my AVZ holding. I mean think about it. Am I in crazy town here? Who could possibly believe unauthorized recordings and screenshots are a good thing?

Company communications require careful crafting. Words, context, format, presentation, audience, and timing are all critical. Unless of course, AVZ doesn’t care about that?

There is nothing wrong in AVZ marketing their story. ASX announcements aren’t always enough. I get that. But no company should want to lose control over how their story is framed.

For those who are more literal, what if, in the interest of being frank, NF worded a statement less carefully than he would otherwise? What if some beer-soaked middle-aged boof-head started spraying their pet prejudices in the background? What if one of a million other things that could go wrong remain unedited. None of this helps with offtakes. None of this helps with anything.

Are people so full of their own ego that they’d rather feel special than be invested in a successful company?

So many of you guys are all over NF, like seagulls on hot chips, squawking, “ME, ME, ME, ME”. The worrying thing is NF seems to be chucking some of you clowns chips.

Now, cue the clowns lining up to shout “Sell then”.

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Everything that he has said, has been in announcements. He is just more confident in saying it at the moment.

I can’t say any of the recent announcements I had really heard much about or expected:

- didn’t expect ganfeng as number 1.
- didn’t expect carbon study.
- didn’t expect hydro drill results to find lithium.

all we really know is that offtakes are in negotiations and financing the same? He now has mentioned they are with Chinese entities but again that’s not really anymore sensitive.

I don’t have too many issues with Nigel communicating with shareholders directly. He’s passionate about avz and is probably happy with his work of late.

I agree that some investor events are less professional than others, but avz is a maturing company, not a mature one yet. Small cap companies rely on loyal investors and it’s all starting to change as avz grows. But as I say, not many issues from me and i believe there will be more surprises soon.