AVZ Discussion 2022

[Carlos Danger]

Surely you can wait few weeks for your answer, then you will hopefully be jumping with joy.

A few weeks from now is Halloween. I’ve screenshotted this and will be checking back in. Let’s hope it is a time of treats and not tricks.

Happy Halloween everyone!

 

[RHyNO]

We must be informed of what the remuneration paid to management is before we can vote on it.

There better be a box marked -$200,000

 

[Flight996]

Yeah defo this is all orchestrated by Mupande / Cominiere / Zijin due to snacks

Slightly different timeline of events regarding the FROR tho

21/7/21 - Cominiere write to AVZ asking for an ‘opinion’ on their intent to sell the 15% to Zijin

4/8/21 - AVZ reply to Cominiere saying yo dipshits we have FROR what is the price we want to buy (This is within the 40 day time limit outlined in Article 9.1 (b) of the Dathcom JVA)

Crucially Cominiere never reply because they are too busy snacking

30/8/21 - 40 day time limit expires

The purported acquisition of the 15% by Zijin is then approved and registered in the RCCM (I don’t know the exact date this occurred but it was sometime in September 2021 according to Zijin)

20/9/21 – AVZ submits offer to purchase the 15% from Cominiere to the MoP at the market valuation of $154m USD established in the DFS which is to be done in a split of cash and AVZ shares (The date of 2071 shown is obvs a translation issue the original doc shows 2021)

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Don’t forget this old chestnut too which is the basis for everything that has happened regarding 15775 imo although all events post the Dathcom JVA purported termination is irrelevant legally as it should have gone through the ICC which is what AVZ are talking about in the screenshot you posted but I have said that many times. If the Dathcom relinquishment is valid the northern section should have gone through the tender process outlined in the mining code which never occurred even with Cominiere's relinquishment for Manono Lithium.

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So, in just this small part of the wider sordid affair, we have:

Cominiere failing to honor AVZ's pre-emtive right.
Cominiere failing to honour AVZ's right to match any third party offer.
Cominiere not responding to AVZ's offer.
Cominiere corruptly selling 15% of Dathcom to Zijin Mining below market value.
Cominiere corruptly siphoning off approx $US6m from the sale.
Cominiere not refering the resulting dispute for arbitration.

 

[Mute22]

The ads on TSE mobile are so egregious.

I feel like I’m getting Deboss’s X feed every time I refresh the page.

 

[Remark]

The ads on TSE mobile are so egregious.

I feel like I’m getting Deboss’s X feed every time I refresh the page.

I think you'll find they're based on your search history. So, self inflicted IMO

 

[Mute22]

I think you'll find they're based on your search history. So, self inflicted IMO

The full page ones on mobile of instagram models pop up across all devices even ones I have no history on!

Feel like a perv opening TSE at work.

 

[Remark]

The full page ones on mobile of instagram models pop up across all devices even ones I have no history on!

Feel like a perv opening TSE at work.

Maybe worth mentioning it to @Zeebot. I was getting full page ads in Chinese for a while there but no Instagram models unfortunately.

 

[Goldenboy]

Maybe worth mentioning it to @Zeebot. I was getting full page ads in Chinese for a while there but no Instagram models unfortunately.

So I was getting Chinese instagram models …. Where have I gone wrong ???

 

[Azzler]

How you people live with out using an ad blocker is beyond me!!!
It's so obnoxious.

Do yourself a massive favor, please!

uBlock Origin - Free, open-source ad content blocker.

uBlock Origin is not just an “ad blocker“, it's a wide-spectrum content blocker with CPU and memory efficiency as a primary feature. Developed by Raymond Hill.

ublockorigin.com

 

[Mute22]

How you people live with out using an ad blocker is beyond me!!!
It's so obnoxious.

Do yourself a massive favor, please!

uBlock Origin - Free, open-source ad content blocker.

uBlock Origin is not just an “ad blocker“, it's a wide-spectrum content blocker with CPU and memory efficiency as a primary feature. Developed by Raymond Hill.

ublockorigin.com

I do for desktop, but don’t have one on mobile

 

[Doc]

Someone able to fill us in on this Kobold Metals stuff doing the rounds on X? They tried to get onsite with cominiere? To what end?
More twists and turns then a cheap garden hose

 

[Mr_Tones83]

Someone able to fill us in on this Kobold Metals stuff doing the rounds on X? They tried to get onsite with cominiere? To what end?
More twists and turns then a cheap garden hose

True answer... nobody knows at this point.
A lot of speculation, but I'm willing to wager that it's another breach of ICC orders by Cominiere

 

[Mute22]

https://www.linkedin.com/in/elliot-kahn-08aa3870/

 

[wombat74]

Someone able to fill us in on this Kobold Metals stuff doing the rounds on X? They tried to get onsite with cominiere? To what end?
More twists and turns then a cheap garden hose

They going to buy out AVZ ? geo_au

 

[Mr_Tones83]

They going to buy out AVZ ? geo_au

No chance. They're exploration only, not a mining company.

 

[PhatCatz]

https://www.wsj.com/articles/silicon-valleys-newest-unicorn-is-a-mining-company-9d22ea6c

Same company? Has some pretty big names associated with it.

 

[Mute22]

Obviously Chinese and DRC officials are untouchable, but what would the AUS government do if Australian citizen Kahn Elliot Gardener was proven to be breaking ICC orders on behalf of Kobold Metals?

 

[Goldenboy]

Obviously Chinese and DRC officials are untouchable, but what would the AUS government do if Australian citizen Kahn Elliot Gardener was proven to be breaking ICC orders on behalf of Kobold Metals?

I don’t think that the AUS government gives a flying fuck on a Friday ( or any day for that matter ) about AVZ. That’s pretty much proven.

 

[wombat74]

No chance. They're exploration only, not a mining company.

KoBold Metals, a California-based mining startup, is exploring the Democratic Republic of Congo (DRC) for critical minerals, including lithium:

• 
  Investment plans
  KoBold Metals is close to investing in the DRC, and has already bid on an asset. The company's CEO, Kurt House, says the DRC is likely the best place in the world for the materials they're looking for.
  • Backers
    KoBold Metals has backers including Bill Gates, Jeff Bezos, Richard Branson, Ray Dalio, and BHP Ltd.

Billionaire-backed KoBold Metals widens lithium hunt​

 

[Carlos Danger]

KoBold Metals, a California-based mining startup, is exploring the Democratic Republic of Congo (DRC) for critical minerals, including lithium:

• 
  Investment plans
  KoBold Metals is close to investing in the DRC, and has already bid on an asset. The company's CEO, Kurt House, says the DRC is likely the best place in the world for the materials they're looking for.
  • Backers
    KoBold Metals has backers including Bill Gates, Jeff Bezos, Richard Branson, Ray Dalio, and BHP Ltd.

Billionaire-backed KoBold Metals widens lithium hunt​

LOL