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❤️elphamale Profile
❤️elphamale

@lithiumanalysis

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3K
Following
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Victorian based s-curve investor, #Lithium analyst & occasional commentator. All comments & analysis IMO, please DYOR.

Australia
Joined April 2019
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@lithiumanalysis
❤️elphamale
1 year
$AVZ #Lithium Happy New Year!🎉 Pre-Completion Funding 🗝️ points: 1. Locke litigation funding facility no longer required.✅ 2.Drawdowns scheduled as US$10m by EO Jan 2025,➕ two further US$5m drawdowns as & when required by AVZ’s budgeted requirements.✅ https://t.co/8Timuflh0c
@OnlyACartwright
Space Princess
1 year
#Thunderbirds Are Go!
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@lithiumanalysis
❤️elphamale
14 hours
Merry Xmas @AvzMinerals & $AVZ holders🎄 Since👇post the value of RD's M&I resources & reserves have🚀 SC6 price has > 2x & valuations4 #Lithium deposits🆙2-4x w/likely higher vals. in '26 & beyond. Selling RD in a🚀#Li market =🦣💰🐄so OK 2wait 4a SALE w/🆕normal 'fair value'📎.
@lithiumanalysis
❤️elphamale
8 months
$AVZ No ML? No probs, all part of the negotations w/#RDC & pot. buyers. Otherwise🆙2 US$10B compo via ICC+ICSID.✅ 0⃣Infra/roads/rail? BS‼️CanB done. eg.Kamoa Copper DRC Country Risk Prem.? ~9% C👇 + Sector risk(8-16%) =17-25% total max. eg; US$9.5B val. less 17-25% =US$2-2.20p/s
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@lithiumanalysis
❤️elphamale
2 months
📢Shareholder alert 'Fair value' for $AVZ's 75% owned #Manono🦣 has just gone🆙according to @jpmorgan. With @KoBold_Metals framework agreement due to expire soon, they'd want to get their skates on as #Lithium/time no longer on their side.🚀 @AvzMinerals Let the bidding begin!🤑
@TSoumyaraj
Theo Soumyaraj
2 months
🚨 #LithiumAlert! J.P. Morgan just flipped bullish on #Lithium 🔋 🔋 J.P. Morgan flips bullish from surplus to multi-year deficit 2025-2030! 😳⚡ ESS demand exploding: +50% in 2025 & +43% in 2026, taking 36% of total demand by 2030! 💥 💰 Prices upgraded but still very
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@lithiumanalysis
❤️elphamale
3 months
📢Franck Fwamba appointed Project Manager for the #RDC Minister of Mines, Louis Watum! Congratulations @FranckFwamba, may your in depth knowledge of the $AVZ file help guide the 🆕MoM in denouncing the actions of #Cominiere & reinstating PR13359 to its rightful owner #Dathcom.🙏
@Zoom_eco
Zoom Eco
3 months
#RDC : Franck Fwamba nommé Chargé de missions du Ministre des Mines, Louis Watum !| via @Zoom_eco https://t.co/CstAOV4oZU
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@lithiumanalysis
❤️elphamale
8 months
$AVZ No ML? No probs, all part of the negotations w/#RDC & pot. buyers. Otherwise🆙2 US$10B compo via ICC+ICSID.✅ 0⃣Infra/roads/rail? BS‼️CanB done. eg.Kamoa Copper DRC Country Risk Prem.? ~9% C👇 + Sector risk(8-16%) =17-25% total max. eg; US$9.5B val. less 17-25% =US$2-2.20p/s
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@lithiumanalysis
❤️elphamale
8 months
$AVZ The problem with Mick's mansion analogy is that he believes there r similar Manonos elsewhere. But we know that there's NO other #Lithium HR deposit that is of similar SCALE+GRADE.🦣 Manono = FREAK OF NATURE & should B valued as such by purchaser less std. country risk disc.
@mickdavo1
Mick
8 months
@emil_jens Unfortunately people see just see the asset. But people are comparing the same ‘Mansion’ in double bay vs the exact same build in the suburbs. Might be a similar build but the location is vastly different and will ultimately be a different price.
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@lithiumanalysis
❤️elphamale
9 months
$AVZ 'One of Massad Boulos’ primary missions will B2 facilitate the recovery and resale of a contested #lithium project, currently in the sights of mining giant Rio Tinto.' 'The KoBold-Rio Tinto Partnership: A Strategic Alliance.' 🤔US$4B (Rio)+$2B (KoB) ? https://t.co/FI27GFAwzf
Tweet card summary image
english.congovirtuel.com
The Democratic Republic of Congo (DRC), rich in strategic minerals such as lithium and cobalt, finds itself at the heart…
@Rechnerhand
Rechnerhand 🇺🇦 🏳️‍🌈
9 months
"KoBold, Rio Tinto, and the DRC: Trump's Special Envoy Massad Boulos on a Mission to Broker a Lithium Mining Deal in Manono" - https://t.co/UcaFdTqVxN $AVZ #Manono #KoboldMetals #RioTinto #MassadBoulos #DRC
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@lithiumanalysis
❤️elphamale
9 months
" $AVZ is in bilateral talks with the U.S, authorities to have its license reinstated in its ENTIRETY." i.e. @AvzMinerals seeking original PR13359 (north & south) to be reinstated.✅ Sell Roche Dure 2 western co. #Zijin is welcome 2purchase CDL (💎of the north) for a fair price.
@KiengeKki
KIKI KIENGE
9 months
#Mines_RDC🇨🇩 #Manono_lithium 10.000.000.000 $us English version
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@lithiumanalysis
❤️elphamale
9 months
$AVZ A$2-2.70 p/share = MINIMUM compensation for Roche Dure, the worlds largest #Lithium #spodumene deposit. Still a bargain4 @RioTinto @KoBold_Metals but anything less is predatory & quite frankly insulting. Looking forward2 ICC&ICSID finale📢 No substitutes 4 🦣GRADE & SCALE🥇
@JSAUSUAP
JS
9 months
@AugustCohen4 $AVZ 7.2B to 9.5B AUD is roughly $2.05 to $2.70 per share AUD, not $1-1.70 as you mentioned. $2-2.70 a share is a range quite fair to shareholders imo while still being a somewhat of a bargain for the buyer given the resource
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@lithiumanalysis
❤️elphamale
10 months
$AVZ investors big picture.🖼️ CATL's prospectus SPEAKS VOLUMES.📢 Beyond 13TWh (11x current) 🌎demand by 2050!🚀 Explains CATL's JV CATH renewed support for @AvzMinerals to bring its 75% owned Manono #Lithium project into production ASAP. Thanks2 @sparkes_dwayne for his X summary
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@lithiumanalysis
❤️elphamale
11 months
$AVZ file📂 Cases of #Zijin violations⚠️cont. to be heard around the world. Latest case: Argentina 🇦🇷left unimpressed! When will @Presidence_RDC @SuminwaJudith @kizpaka @ConstantMutamba @ChrisKitungwa et al realise that their struggling #RDC🇨🇩 is better without these tyrants?👿
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@lithiumanalysis
❤️elphamale
1 year
$AVZ the truth continued.. But as we know, @CelestinKibeya & his delusions of grandeur aided by evil #Zijin & certain Govt. officials #corruption had other ideas.
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@lithiumanalysis
❤️elphamale
1 year
The truth: If the #RDC 🇨🇩 had followed their own mining code & awarded PR13359 to $AVZ #Dathcom in ‘22 after extensive studies, legitimate funding & Favourable Technical Opinion (FTO), then by law the champions @cominiereSA would in fact own 0% of ‘13359’ today.
@lithiumanalysis
❤️elphamale
1 year
From the $AVZ file. 📂 Funniest thing I’ve heard in a while👇👇 Comedy gold🏅from @cominiereSA makin’ me smile🙂 What a whopping pile 💩 Ready for it?? ‘13359 is completely Cominière’😂 Let not truth get in the way of this astonishing one liner (gonna frame this one boys)🤭
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@lithiumanalysis
❤️elphamale
1 year
From the $AVZ file. 📂 Funniest thing I’ve heard in a while👇👇 Comedy gold🏅from @cominiereSA makin’ me smile🙂 What a whopping pile 💩 Ready for it?? ‘13359 is completely Cominière’😂 Let not truth get in the way of this astonishing one liner (gonna frame this one boys)🤭
@cominiereSA
COMINIERE SA
1 year
@_smogdaddy @NewsTangan6635 13359 est totalement Cominière
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@lithiumanalysis
❤️elphamale
1 year
"I've been getting pressure. U know what they say, pressure makes diamonds." #GoutGout, fastest 16y.o. EVER over 200m +🇦🇺🏃Record👏 $AVZ 🔷@AvzMinerals Embrace the pressure & go win! 20k+ shareholders R the tailwind behindU🥊 @ausgov pls support ALL Oz/African National Treasures.
@WorldAthletics
World Athletics
1 year
FASTEST 16-year-old EVER 👀 🇦🇺's Gout Gout storms to 20.04 over 200m in Brisbane 🔥 Oceania record ✅ National record ✅ Fastest time ever by a 16-year-old ✅ 2nd on the U18 all-time list ✅ Peter Norman's Australian record stood for 56 years 😮‍💨 📸 Casey Sims
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@lithiumanalysis
❤️elphamale
1 year
Att: $AVZ shareholders 2 support your company, 2 reduce costs & improve efficiency, all holders R encouraged 2 opt 4 electronic-only communications via email.📧 How? C⬇️ Note: Many have not yet selected this option so pls update at your earliest & spread the word to >20k holders.
@AVZMinYianni
AVZ Shareholders’ Advocate
1 year
🚨 Important Follow-Up for Australian $AVZ Shareholders 🚨 Following my previous post, the image below outlines the simple process to update your profile on the Automic portal. To support the company to reduce costs and improve efficiency, all shareholders are encouraged to opt
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@lithiumanalysis
❤️elphamale
1 year
https://t.co/c2q1ZbAiYL C👇 @FirefinchLtd directors STILL doing all they can to prevent a new set of eyes entering the room?🧐 What are they hiding? @TRAVmoneyofmine Appreciate if U could alert $FFX s/holders & encourage them to vote 4 'no fee' independent director Matt Mitchell
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@lithiumanalysis
❤️elphamale
1 year
Next up? $AVZ has submitted & will pursue the immediate payment of the daily fines imposed on @cominiereSA by the ICC emergency abitrator. As of today, estimated penalties accrued on account of Cominière's continuing breaches of the emergency relief is approx. US$75 million.⏰
@lithiumanalysis
❤️elphamale
1 year
Brilliant stuff! Evil #Zijin @cominiereSA plan to starve $AVZ has failed! A$1.4m raised👇 'The funds will be used to meet operational costs &, until entry into a binding litigation funding facility, fund the ongoing legal proceedings 2 which AVZ & its subsidiaries are a party.'✅
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@lithiumanalysis
❤️elphamale
1 year
Brilliant stuff! Evil #Zijin @cominiereSA plan to starve $AVZ has failed! A$1.4m raised👇 'The funds will be used to meet operational costs &, until entry into a binding litigation funding facility, fund the ongoing legal proceedings 2 which AVZ & its subsidiaries are a party.'✅
@AvzMinerals
AVZ Minerals Limited
1 year
$AVZ is pleased to announce the completion of a successful fundraising and provides an update on the continuing negotiations. Full announcement 👉 https://t.co/7jwPK6IsnA #AVZ #ManonoLithiumandTinProject #DRC
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