I agree 100% with your post . Things are out of Nigel’s control...

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Ronin1

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30/04/21

18:35

Post #: 52856810
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Originally posted by ericson: ↑

folks, folks. As you all know I’m firmly in the “this is being capped” camp and have been for a long time but low volume, fear , lack of new buyers ( retail and institutional) and impatience is causing the sp drift down .

the frustration is quickly targeted on NF. He understands that . I have made this flavour of post many , many tines . If you are SP sensitive in the near term or daily / weekly basis your in the wrong stock . Don’t get emotionally attached . If you see good opportunities elsewhere then you should be including them in your portfolio.
This is a long play and has always been since crash due to lack of TO. NF can’t speed certain things up , nada. Have patience and confidence in his work and focus on the achievements and not any short term delays .

If you want anyone to blame then blame fellow retailers across the world who clearly haven’t got a handle or clue on the sheer scale , potential of this project and its global significance in the li/ev/climate change disruption . AVZ ain’t going away at 15c, 20c, 25c, 30c...

If there was buying in U.K. alone retail the would be 50c . Double that if USA retail market had it in sight . China involvement and DRC has affected image but real problem is that we don’t have clarity on mine build and production terms. This will clear in the coming months - one way or the other . As I’ve said many times , the size of Chinese control / influence will depend on the west and others moving in their will , interest and money otherwise they’ll be buying off the Chinese . Period . It’s up to them . This is going to be the biggest source of li and tin in the next 20 years .
DRC play a huge part here. If Felix wants diversification of his economy and minerals and especially on li then he will need to back NF shortly with ML, SEZ and sovereign guarantees . This is his call . I very strongly believe that the manono project is being closely monitored by China and will be a constant chip in any state-aid deals ... shall we put it that way ... even if this is somewhat disguised .

folks all will become clear in a few months . One way or another . In the meantime we may see 0 buys and occasional 3m bored / scared / impatient sells taking us down 1.5c .

if NF dual listed in USA or U.K. then this would absolutely fly , even now. I hope NF and board have considered this seriously as the roadshows (whilst I understand their objectives ) are not really proving that effective . Get us listed on another western exchange if you want the SP ahead of finance decision AND get DRC to award that ML. Just my thoughts

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I agree 100% with your post . Things are out of Nigel’s control and yes it should be listed on ny or uk stock exchange.

Imo Ronin1

AVZ Price at posting: 17.5¢ Sentiment: Buy Disclosure: Held
9 Upvote

2 Great analysis

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