PP…This is an excellent presentation…plenty of PR and hard...

PP…

This is an excellent presentation…plenty of PR and hard facts…The plant commissioning as per AGM has gone always been mid-2014. The picture of the second-hand gear...is exactly what you see….a 3 year old used Plant capable of installation within Time Line Scheduling…We are in the Para State where there is heavy weather conditions…plant rusts, I’ve seen a hell of a lot worse…”get used to it” …it’s going to make AVB and AVB shareholders a lot of money!!!

Being suspicious and cynical when it concerns Investor Presentations is a healthy reaction…But unnecessary in this case; if it leads to significant outcomes for AVB….So what does it signal? It signals AVB management are teeing up finance…and there are several suitors lining up, as we speak…It’s also good PR for AVB…The potential “financiers” want hard figures…while the Presentation pitches at both the shareholders and potential "financiers”...

So why the sudden Sales Pitch? Potentially to firm up and seal a deal that’s potentially already in the works…The Vale Deal will not potentially occur for 9 months…However, AVB needs the finance now…AVB is currently examining the best available funding options…So it will come down to a stringently calculated CB analysis leading to a straight forward opportunity cost outcome…Hence, AVB is IMO heading in the direction of full funding.. Hence nothing has changed…. it is still a great company and a great presentation to match…

dyor…