Felix promoting CKK after point blank evidence of his corruption is of equal concern . Promoting CKK after Marius Mihigo was supposedly setting the record straight .
I can understand FT keeping on Adele for political purposes, and Sama also, but I hardly see the electoral benefit that he could gain from promotion of CKK. It was a clear sign in my view that he is not on AVZ's side. That doesn't necessarily mean he's on the other side either, he may just have been hoodwinked as he was earlier during Covid by our opponents, but it's not an action that you'd think would be taken by someone who understands the situation and is thus amenable to our interests. I don't buy the argument that he's setting him up for a fall either.
Speaking as someone that hyped up lions all of last summer my opinion is that Felix is CORRUPT AS FUCK
From last years AGM:
We want to be a transformative resources company, delivering long term benefits for all stakeholders
Serge and Balthazar are critical pieces of the puzzle – presenting us to government and moving forward through a difficult time
Have 48mil in the bank, and we intend to have a 3-month rolling approval for budget. If things turn to the worst, we’ll take the decision to cut back on budget and save cash.
DFS numbers well and truly out of date now – due to prices spiking massively.
75% ownership totally undisputable. Can’t listen to any of the nonsense going on with third parties trying to claim percentages. We’ll be going to the next level in defending this if need be.
Capital requirements likely over US$600m now, even for 4.5 mpta plant.
Infrastructure is something we need to get sorted, to mobilize our equipment
Despite best efforts of people in country that say we don’t have the hydro facility – its undisputable that we do, its under the MOU and we are the one’s who will be refurbishing it. We’ll fight tooth and nail to keep M-P
Awakening the monster – still asleep now until ML, but it’ll be a game changer.
Good news coming in in the future on strip ratio
RD focus - very clean product. Old pegmatite boundary was being hidden, and a larger peg boundary now means more tonnes can come into the pit design.
Drilling programme for RD ongoing – 4 drill rigs operating 24/7. This will keep going until resource completed. We believe this will be a good boost for reserve tonnes, and strip ration.
We were looking at about a 20% LCE market share, based on demand, which could go higher.
We still retain first right of refusal of Cominere’s remaining percentage. “we will be purchasing that 15% if the hurdles are removed, as long as number is right”
C’s must cede its 10% to the government – under our JV agreement
Very confident of maintaining majority ownership moving forward.
We went into trading halt originally because of short selling campaign, and then decided to stay to protect shareholder value
Enemies doing a very good hatchet job on us in country, but that’s turning around
Don’t believe Jin Cheng have a leg to stand on – we’ll be taking them to task
We’ll be defending Dathomir – won’t be held up much longer. Legally we are on a very strong footing. Pretty sure it will be a positive outcome for us. It was only after we’d received the share certificates that they started messing around with legal actions
CATH meeting with us next week, to have an update. CATH still very keen
Intend to stay in suspension until ML delivered. No point in coming out without it and allowing short sellers to beat the price down.
Sustainability and ESG a main focus. Even though well be a bit of a black startup due to calcination needs, but that will be eased over time
DFI’s still at the table, still keen to get involved, and have large checkbooks interested in opening to us when ML delivered, and data rooms reopened
Funding should be well and truly covered - and can get more if required
We’ll be looking for additional O/Ts as expand – looking for geographical diversity
