Clearly you have not been ready my posts .... $4 never going to...

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readyaimfire

12,595 Posts.

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04/06/25

10:24

Post #: 79306767
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Originally posted by Rattlerock ↑

There are still a lot of unresolved issues with AVZ, starting with the 75% Dathcom stake. The ICC decision on the 5% and 10% SPAR disputes with Dathomir is pending, and there’s no guarantee both will go AVZ’s way.

This isn’t a clean-cut mine that AVZ owns outright and is selling. What AVZ holds is a legal claim over what they argue was a wrongful expropriation. That’s very different from a free and clear asset sale. And when it comes to potential suitors like KoBold, who pride themselves on transparency and ESG principles, AVZ’s governance history isn’t exactly a selling point.

So while it’s tempting to throw around $4/share numbers, the reality could land much lower, depending on legal outcomes. It’s better to expect less and be surprised on the upside, than build your hopes around best-case numbers and end up bitterly disappointed.

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Clearly you have not been ready my posts .... $4 never going to happen .... But

ASIC are the Arbiter of governance issues so as theres been no action in 3 years there are no issues other than in some punters minds.

Gouldy seems to claim 44.5 % and magically the $259 million for the other part vanishes whilst also ignoring the ....

"Subject to certain conditions, CATH may contribute all project development costs to the Phase I Manono Project joint venture pursuant to a capital expenditure funding agreement to be agreed between CATH and GLH;"

so 17 cents by Gouldy numbers is BS.

End of the day it could be less but still way more than today

AVZ Price at posting: 78.0¢ Sentiment: None Disclosure: Held
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0 Great analysis

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Clearly you have not been ready my posts .... $4 never going to...

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