AVZ Discussion 2022

Spikerama

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Sonic The Hedgehog Waiting GIF by Xbox
Hang on you old hedgehog. I'm not done yet.
 
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Pokok

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I know it's not Friday but I thought of a joke .
How come when a woman is pregnant
and everyone rubs her stomach and says congratulations
but no one rubs your balls and says good job ?
up to you :LOL:
 
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Pokok

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Alright folks this is a very basic version of the new counter. NOT FOR PUBLIC consumption just yet. (JAG hold your horses)


What I thought would be good is to have some scrolling text bites at the bottom to add context the the story. There's only one in there currently but you get the idea. I'd love it if any one wants to write a few more, I can work them in.

Mainly though, since everyone has their browsers at different size settings I'd love it if you could post me a screen shot of what it looks like on yours. My Chrome is set to 150 % and it looks like this which is close to how I like it.

View attachment 79740
The respondent is the DRC state

Technically Cominiere are a party to proceedings but as a claimant due to being a Dathcom shareholder

Both Zijin and Dathomir are not parties to the ICSID proceedings due to never being a shareholder of Dathcom and selling their shares in Dathcom eyes wide open because the lithium price was crashing and to avoid capex responsibilities respectively

IMG_0822.jpeg
 
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Azzler

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I'm feeling it in the air tonight.
Right? Yeah? Nah? wot ?!? Anyone else?! :)


Is it too early (probably) to start a pool?
I'm down for $3.60, $12.7 Billion buyout.

COME ON!!!! 💪
 
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protoje

Regular
I'm feeling it in the air tonight.
Right? Yeah? Nah? wot ?!? Anyone else?! :)


Is it too early (probably) to start a pool?
I'm down for $3.60, $12.7 Billion buyout.

COME ON!!!! 💪
$3.94 (USD $2.50)
AUD $13.79 billion (USD $8.748 billion)
 
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protoje

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JAG

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li 6.jpg
 
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wombat74

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I'm feeling it in the air tonight.
Right? Yeah? Nah? wot ?!? Anyone else?! :)


Is it too early (probably) to start a pool?
I'm down for $3.60, $12.7 Billion buyout.

COME ON!!!! 💪
My phone is running off the hook .
 
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j.l

Regular
I'm feeling it in the air tonight.
Right? Yeah? Nah? wot ?!? Anyone else?! :)
Better get those plums looked at mate.
But premature, methinks.
 
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Azzler

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PhatCatz

Regular
Whoever mines this deposit will control the lithium narrative for the next 50 years. You pay whatever price you can to have that power.

$U20 billion is a cheap price to pay to secure your future advanced technology sector... looking at your USA.
 
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j.l

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Whoever mines this deposit will control the lithium narrative...
Not sure if this was posted before. Pretty amazing to see the impact of Manono factored in by Benchmark Minerals.

1000010651.jpg


(presumably from Manono Lithium SAS though 😒)
 
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PhatCatz

Regular
Not sure if this was posted before. Pretty amazing to see the impact of Manono factored in by Benchmark Minerals.

View attachment 79774
I fully expect Manono to be the marginal cost producer for all the main lithium demand centres globally. Doubly so if this beast can be transported to the east and west coast of Africa. Remember, Manono is the highest grade, largest size, and lowest cost hardrock producer on the planet. It makes Greenbushes look second rate.

It will squeeze all the shitty small and expensive lithium mines to death and that's how it will control the lithium narrative for arguably as long as it mines. Whoever owns it will control who mines and who doesn't.

More importantly, beyond just the raw product, those who can take full advantage of this deposit and develop a fully integrated battery supply hub will destroy all other battery competitors. It's why China wants it, it's now why USA want it even if it's leader is a puppet of big oil.
 
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Azzler

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I fully expect Manono to be the marginal cost producer for all the main lithium demand centres globally. Doubly so if this beast can be transported to the east and west coast of Africa. Remember, Manono is the highest grade, largest size, and lowest cost hardrock producer on the planet. It makes Greenbushes look second rate.

It will squeeze all the shitty small and expensive lithium mines to death and that's how it will control the lithium narrative for arguably as long as it mines. Whoever owns it will control who mines and who doesn't.

More importantly, beyond just the raw product, those who can take full advantage of this deposit and develop a fully integrated battery supply hub will destroy all other battery competitors. It's why China wants it, it's now why USA want it even if it's leader is a puppet of big oil.
I don't care what it is anymore, just gimme the bux!
Jerry Seinfeld Laughing GIF
 
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Frank

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Last edited:
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ptlas

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I fully expect Manono to be the marginal cost producer for all the main lithium demand centres globally. Doubly so if this beast can be transported to the east and west coast of Africa. Remember, Manono is the highest grade, largest size, and lowest cost hardrock producer on the planet. It makes Greenbushes look second rate.

It will squeeze all the shitty small and expensive lithium mines to death and that's how it will control the lithium narrative for arguably as long as it mines. Whoever owns it will control who mines and who doesn't.

More importantly, beyond just the raw product, those who can take full advantage of this deposit and develop a fully integrated battery supply hub will destroy all other battery competitors. It's why China wants it, it's now why USA want it even if it's leader is a puppet of big oil.
We cannot stay with CATH in any way, shape or form.
If we do, it's guaranteed that they will manipulate the lithium price down to shaft us.
 
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Dom1974

Regular
Don’t want to be a party pooper but I think we need to temper down our expectations on what a sale would look like. I’m all for the maximum $ amount possible, but the US are doing us a favour in bailing us out of this shit hole if it all goes through, so any US company we deal with would know that and make an offer accordingly. Sovereign risk is massive regardless of US Govt backing and is another factor to consider. Can never trust these pricks even with DRC Sovereign Guarantee, because you know, they follow their own laws. Re: CATH, they saved our arse with the financial lifeline, so I don’t think they will be left out of negotiations in terms of future supply.
 
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