Running discussion on SP, page-45276

Unfortunately this thread is getting a bit nasty , possibly because there are alot of ignorant posters who dont understand this graphic.

Guess where AVZ is ?

I dont like where the SP is just like everyone else, but good deals take time.

Its important that AVZ gets the right deals that benefit the coy LONG TERM.

I think @BlueSkies1711, hit the nail on the head, Nigel has a tricky balancing act , appeasing the DRC govt, appeasing the chinese who have been in the DRC for over 30 years and have built relationships with past DRC govt and no doubt the current one.

Nigel also has to appease the FIRB.

Nigel needs to appease Beisha wish to get Europe / USA involved in OTs so China doesnt get ideas of pulling AVZ under the rug....

The ORPHAN period of a mining cycle is super boring, but super important, because it defines the coy future prospects.

This is a period where patience is a virtue if you want to get the biscuit at the end.

I am here for the biscuit, however long it takes.

AVZ will be a producer, DRC needs it , the world needs it, me thinks there will be plenty of biscuits ( $$$ ) to be earnt in the long run.

Patience.




IMO