AVZ Discussion 2022

[aanti.dumb]

and a strong supportive bilateral alternative to the Chinese option of rape and pillage....

Im in two minds about the US getting involved. The US Gov foreign policy in the last 20 years doesn't seem to go to well for 3rd world countries like the DRC. The US is also known for unscrupulous tactics and the odd snack here and there.. They are just better at PR. Perhaps this will work in AVZ's favour. Time will tell.

 

[jsbuser]

So when the Chinese screwed us over on barley sales and the USA moved straight in to fill the gap, that was strong bilateral support?

There is only one lithium deposit in the DRC, so which other supply are the USA after again? Or two, if you split Roche Dure and CDL up.

You dont really think they've just turned up to support their Australian buddies now do you?

 

[Frank]

Good timing and follow up by the US.

RDC : Amos Hochstein, coordonnateur présidentiel spécial de Joe Biden, en visite à Kinshasa du 12 au 13 septembre

Le diplomate américain Amos Hochstein, coordonnateur présidentiel spécial du président Joe Biden pour les Affaires énergétiques internationales, visitera la République démocratique du Congo du 12 au 13 septembre 2022. L'annonce a été faite ce dimanche 11 septembre par l'ambassade des États-Unis...

7sur7.cd

*To add fwiw,

DRC-USA cooperation: Joe Biden sends a new envoy to Kinshasa

From September 12 to 13, Amos Hochstein will discuss with Congolese actors on investments, particularly in the mining sector.

Kinshasa expects to welcome a new emissary from US President Joe Biden on Monday.

Amos Hochstein, the US President's Special Coordinator for International Energy Affairs, will stay in the capital of the Democratic Republic of Congo from September 12 to 13.

According to a press release from the United States Embassy in Kinshasa, Amos Hochstein will use his two days on mission in the DRC to “discuss issues relating to the mining sector and investments”.

Tomorrow Tuesday, at the end of his Congolese journey, the Special Coordinator of the American President for International Energy Affairs, will fix the opinion on the quintessence of his mission during a press conference scheduled for 3:30 p.m.

Hochstein after Blinken

Amos Hochstein's mission to Kinshasa comes just a month after the visit of another Joe Biden envoy.

Anthony J. Blinken, the American Secretary of State, had stayed in the Congolese capital from August 9 to 10.

His visit, also two days, allowed him to discuss with his hosts on several areas and particularly on the investment sector.

One of two points at the heart of Amos Hochstein's mission.

Of course, the field of action explored by Anthony J. Blinken turned out to be much broader.

Indeed, according to the spokesperson for the US State Department, the Secretary of State had come ''to discuss the mutual interest in ensuring the holding of free, inclusive and fair elections in 2023, by promoting respect for human rights and protecting fundamental freedoms.

It also focused on "the fight against corruption, support for trade and investment, actions to deal with climate change, increasing agricultural resilience...".

The aim was also to support “regional African efforts to promote peace in eastern DRC and the wider Great Lakes region”.

The mining challenge

In view of the objectives of the two missions, we understand, therefore, the importance that the Biden administration attaches to investment in the DRC, and particularly to the mining sector.

Precisely in a context where several economic powers are now jostling in search of strategic minerals.

It is this rush for Congolese minerals that has become an issue in the region, especially since it has sparked numerous armed conflicts.

This prompted Anthony J. Blinken to ask neighboring countries of the DRC to stop supporting armed groups like the M23.

But what displeased many Congolese was to learn that, once in Kigali, the American Secretary of State began to dissuade Kinshasa from supporting the FDLR.

This balancing act is not to the taste of the majority of Congolese.

www.mediacongo

Food for thought on the Road to Mining Manono Bro

 

[MoneyBags1348]

*To add fwiw,

DRC-USA cooperation: Joe Biden sends a new envoy to Kinshasa

From September 12 to 13, Amos Hochstein will discuss with Congolese actors on investments, particularly in the mining sector.

Kinshasa expects to welcome a new emissary from US President Joe Biden on Monday.

Amos Hochstein, the US President's Special Coordinator for International Energy Affairs, will stay in the capital of the Democratic Republic of Congo from September 12 to 13.

According to a press release from the United States Embassy in Kinshasa, Amos Hochstein will use his two days on mission in the DRC to “discuss issues relating to the mining sector and investments”.

Tomorrow Tuesday, at the end of his Congolese journey, the Special Coordinator of the American President for International Energy Affairs, will fix the opinion on the quintessence of his mission during a press conference scheduled for 3:30 p.m.

Hochstein after Blinken

Amos Hochstein's mission to Kinshasa comes just a month after the visit of another Joe Biden envoy.

Anthony J. Blinken, the American Secretary of State, had stayed in the Congolese capital from August 9 to 10.

His visit, also two days, allowed him to discuss with his hosts on several areas and particularly on the investment sector.

One of two points at the heart of Amos Hochstein's mission.

Of course, the field of action explored by Anthony J. Blinken turned out to be much broader.

Indeed, according to the spokesperson for the US State Department, the Secretary of State had come ''to discuss the mutual interest in ensuring the holding of free, inclusive and fair elections in 2023, by promoting respect for human rights and protecting fundamental freedoms.

It also focused on "the fight against corruption, support for trade and investment, actions to deal with climate change, increasing agricultural resilience...".

The aim was also to support “regional African efforts to promote peace in eastern DRC and the wider Great Lakes region”.

The mining challenge

In view of the objectives of the two missions, we understand, therefore, the importance that the Biden administration attaches to investment in the DRC, and particularly to the mining sector.

Precisely in a context where several economic powers are now jostling in search of strategic minerals.

It is this rush for Congolese minerals that has become an issue in the region, especially since it has sparked numerous armed conflicts.

This prompted Anthony J. Blinken to ask neighboring countries of the DRC to stop supporting armed groups like the M23.

But what displeased many Congolese was to learn that, once in Kigali, the American Secretary of State began to dissuade Kinshasa from supporting the FDLR.

This balancing act is not to the taste of the majority of Congolese.

www.mediacongo


View attachment 16449


View attachment 16448


View attachment 16447

Food for thought on the Road to Mining Manono Bro

I notice Biden is using the same Vulcan Nerve Pinch that Spock uses Frank…. by the way, if you see @JAG pass this on to him from me

 

[JAG]

I notice Biden is using the same Vulcan Nerve Pinch that Spock uses Frank…. by the way, if you see @JAG pass this on to him from me

 

[Rediah]

Given the option to pick between US and China to be involved in DRC, of course US will be the best choice.

BUT hoping they don't give too much freedom to DRC...

 

[Largus Averta]

So when the Chinese screwed us over on barley sales and the USA moved straight in to fill the gap, that was strong bilateral support?

There is only one lithium deposit in the DRC, so which other supply are the USA after again? Or two, if you split Roche Dure and CDL up.

You dont really think they've just turned up to support their Australian buddies now do you?

To be fair there's cobalt and copper in the DRC too.

What if they are just making sure everything is honky dorey for Elon to build a battery factory there with cheap labour?

 

[TDITD]

Good timing and follow up by the US.

RDC : Amos Hochstein, coordonnateur présidentiel spécial de Joe Biden, en visite à Kinshasa du 12 au 13 septembre

Le diplomate américain Amos Hochstein, coordonnateur présidentiel spécial du président Joe Biden pour les Affaires énergétiques internationales, visitera la République démocratique du Congo du 12 au 13 septembre 2022. L'annonce a été faite ce dimanche 11 septembre par l'ambassade des États-Unis...

7sur7.cd

Oh shit that’s 10% for the big guy, I hope that’s coming out of CATLS share

 

[Samus]

Presumably the US would prefer Australia was in control of Manono but who knows, they haven't showed any interest in offtakes etc.
Nobody wants a piece of corruption pie other than the chinese it seems. They thrive on it like a blowfly on a shit.

 

[Charbella]

www.africaintelligence.com
DRC/UNITED STATES : US disillusioned over failure to turn DR Congo away from ...

7 days ago — The visit was confidential, the subject strategic. The US diplomat Amos Hochstein is used to these trips not appearing on any official ...

Anyone here have access to this article?

 

[Samus]

A delegation

led by @AmosHochstein met with representatives of the American company Piedmont Lithium, which is in

to conclude mining agreements. 1/2
Improving the business climate is the

for more

investments that lead to beneficial, sustainable and inclusive economic development. 2/2

 

[Frank]

Oh shit that’s 10% for the big guy, I hope that’s coming out of CATLS share


View attachment 16452

*Speaking of "The Cat in the Hat " and other related Crap, I see where,

BMW counting on better battery cells to power EV ambition

• BMW Group says it will produce round lithium-ion cells with longer ranges and faster charging
• To supply the battery cells needed for the NEUE KLASSE models, BMW Group has awarded contracts for construction of battery cell factories to CATL and EVE Energy

The BMW Group says it is taking a huge leap in technology for energy density, charging speed and range with its plans to use newly developed round battery cells from 2025 within its NEUE KLASSE models.

These sixth generation BMW round cells come with a lower cobalt content and a higher nickel content on the cathode side.

On the anode side, the silicon content will be increased and as a result, the cell’s volumetric energy density will improve by more than 20 percent.

The company says these cells will be produced at roughly half the cost of the prismatic cells BWW currently uses in battery cell factories across six locations in key markets – two in China, two in Europe and two in North America with an annual capacity of up to 20 GWh.

BMW Group says it has already awarded contracts in the two-digit billion-euro range for construction of battery cell factories to China’s CATL and EVE Energy.

“We have also reached agreement with our partners that they will use a percentage of secondary material for the raw materials lithium, cobalt and nickel, as well as utilising green power for production, to ensure CO2-reduced manufacturing,” BMW Group Service and Sales Manager Joachim Pusch says.

Food for thought on our Hungry CAT - "Manono Mustard" you can't top that

Now cough up the dough or scat

Cheers

Frank

 

[Samus]

A delegation

led by @AmosHochstein met with representatives of the American company Piedmont Lithium, which is in

to conclude mining agreements. 1/2
Improving the business climate is the

for more

investments that lead to beneficial, sustainable and inclusive economic development. 2/2

Where does Piedmont get its lithium?

Piedmont will not operate the mines in Quebec or Ghana but has agreed to buy at least half of each company's production of a lightly processed type of lithium known as spodumene concentrate.

 

[Remark]

Piedmont not a fan of the DRC apparently...

"“Ghana is one of Africa’s most successful nations, with a strong mining tradition and an increasingly diverse economic base. In naming Ghana as the headquarters for its entire African business earlier this year, Twitter described Ghana as a ‘Champion for Democracy’. Euler-Hermes regularly rates Ghana among the lowest-risk jurisdictions in the region, and Transparency International rates Ghana ahead of other lithium-rich countries such as Argentina, China, Brazil, Mexico, Bolivia, Mali, and the DRC in its annual corruption perception rankings."

Piedmont Expands Spodumene Resources Through Investments In IronRidge Resources - Piedmont Lithium

Supports Piedmont’s Plan to Become America’s #1 Producer of Lithium Hydroxide PLL to acquire 9.47% of IronRidge Resources (“IRR”) and a 50% interest in IRR’s Ghana-based lithium portfolio $15mm equity placement and 50% project interest to be earned through staged investments over 3-4 years...

piedmontlithium.com

 

[Winenut]

So when the Chinese screwed us over on barley sales and the USA moved straight in to fill the gap, that was strong bilateral support?

There is only one lithium deposit in the DRC, so which other supply are the USA after again? Or two, if you split Roche Dure and CDL up.

You dont really think they've just turned up to support their Australian buddies now do you?

Nope

I don't think the US is there to save AVZ by any means

The DRC will decide who it wants to do business with

The US is there to further their own interests of course

The DRC can determine which is their preferred business partner...

Communist China or Democratic US or little old Aussie AVZ or whoever they like

Of course I hope it's more mutual and democratic than rape and pillage

But that's up to Felix and the Congolese people I guess

Let's hope for their sake they make good decisions...

 

[blu]

 

[Carlos Danger]

Nice summary Carlos . At this point I'm more concerned about the Cong/Dathomir case . As we know we've never held the Cominiere 15% and as I understand it has no bearing on whether we get the ML or not . The Dathomir 15% is a trickier matter imo as it will pull us back to 60% and could then bring up issues with the Cath deal . A 3 day verdict is now 2 weeks overdue. In terms of Zijin . Personally I never thought they would quietly go away . These pricks are going to keep at it until they either get want they want or have used up all their scheming and dodgy tactics . IMO
Regards to coming out of suspension soon . Is there a possibility we could start trading again without the ML in hand ? I'm still
going with Fox and Nellie's predictions , but it's important to look at different scenarios .

I'm not concerned about Dathomir. The announcement on Friday and previous ones make it clear AVZ has 75% of Dathcom. Cong is trying to get more money not get the 15% back. I don't think we will need to pay him anything as his arguement is a joke but if we do it's not the end of the world.

There are 3 scenarios that could lead to AVZ trading again without the mining license imo

1. The ASX refuse to allow management to extend the voluntary suspension at the end of one of the deadlines. The announcement on Friday could have been prompted by the ASX wanting clarification on certain issues to prevent this happening.

2. AVZ runs low on money and is unable to raise funds through private placement or debt so is forced to raise on market. Maybe they can do a cap raise while suspended I'm not sure but they would most likely need to be trading or have a firm date for trading to get investors to fully subscribe.

3. The mining license is rejected by the DRC government and a takeover buyer is unable to be found.

All of these scenarios are unlikely and are obviously not something that management would be happy with. But they are possible.

 

[Dazmac66]

One question that keeps me thinking is why we have a never ending series of two week extensions as opposed to one month or more? The BOD would realise the constant disappointment of extensions is confidence sapping to shareholders. They must truly believe that the decision is imminent or they wouldn't put shareholders through this rollercoaster ride. It must be painfully disappointing for them having to announce these extensions every two weeks,surely we are imminently poised this week!

 

[Tursty]

Read the last AVZ ASX announcement from Friday.
Oops sorry.

The Announcement on Friday was an update on the arbitration proceedings which are (assumed) to be to do with the 15% AVZ have pre-emptive rights over, and the boatman report. They are all to do with ownership of Dathcom and may well impact share price, but not specifically why the ML is being held up right?

Is there anything official that links these to be one and the same issue, or are we assuming they are the same problem. I.e. The ML requires clean, uncontested ownership, or is there a possibility the ML hold up has nothing to do with these ownership issues and is being delayed by something we don’t know about?

Sorry if that seems like a naive question. I can find plenty of speculation around why these two issues might be linked, but like a lot of people have said - unless its from the company, take it with a grain of salt - so just curious if I have missed something formal that confirms the ownership challenges are the reason for the ML delay. Or is it possible its just the DRC bureaucracy taking forever to process the paperwork for...any number of reasons.

 

[Charbella]

A delegation

led by @AmosHochstein met with representatives of the American company Piedmont Lithium, which is in

to conclude mining agreements. 1/2
Improving the business climate is the

for more

investments that lead to beneficial, sustainable and inclusive economic development. 2/2

A delegation

led by @AmosHochstein met with representatives of the American company Piedmont Lithium, which is in

to conclude mining agreements. 1/2
Improving the business climate is the

for more

investments that lead to beneficial, sustainable and inclusive economic development. 2/2

Looking at the photos, I don’t believe Amos Hochstein is all the way in DRC to discuss Piedmont Lithium. Nothing confidential or strategic about these photos.