AVZ Discussion 2022

Thaz

Regular
IMO, all amounts below $7 are a cop-out and is a low-ball offer.

$12 Minimum.

$10ps + shares in the acquiring entity would be highly ideal imo.

My personal 'just do it - fking sign away' figure is $50ps. :D
 
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BEISHA

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I dont trust Gates or Bezo's as far as I can throw them, not sure who's worse Cominiere or /Mr jabby jab I wanna make fake canncerous meat and GMO mozzi's while buying all the farm land and telling you cow farts are killing us'....yeah nah,,, will wait for the money in the bank

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Do you trust DEBOSS ?

Refer to @Mute22 recent post.


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Goat

Regular
I thought I would add a little extra information on KoBold and what I reckon any fair offer would be

Last year August Cohen alluded to the fact that US investors (specifically KoBold) had offered to pay off all parties involved in the dispute of our project and form a JV with the DRC

Also last year, I heard that the US backers who had showed interest in negotiating with us, pulled out of the negotiations because they thought we wouldn’t get the Locke litigation funding

Is the penny dropping yet?

It looks to me like the KoBold offer was made to Tshisekedi (suggesting they were bypassing us) so I wouldn’t be surprised if KoBold were hoping we wouldn’t get the litigation funding and they could just slip on in and squeeze a deal out on the cheap

Those billionaires (and the companies that I mentioned above who are involved with KoBold) have a combined net worth of US$873 billion

So here’s KoBold now waltzing in with their mates at Bloomberg and other media outlets suggesting they are doing us a favour, while trying to do a deal with Tshisekedi that probably involves a vaguely transparent and vaguely opaque version of the brown paper bag

The hide of them is that some of their media reports are alluding to the fact that they will act honestly while we are in a dispute that questions our honesty, legality and integrity

What do I think we are worth….

View attachment 80135

Thats US$9.8 billion and then you can add on reputational damage and future loss of earnings
Kobold would have rocks in their head to attempt an under table swipe.

If anyone can remember this:
Kobold was in the same room as AVZ already
 
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BEISHA

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US wants revised terms on Ukraine minerals deal, FT reports

The Trump administration is looking to renegotiate its proposed minerals deal with Ukraine which, if agreed on, would grant the US expanded access to the Eastern European resources, the Financial Times reported on Friday.
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The FT has learned, citing Ukrainian officials, that Washington wants to broaden the terms of the deal to include other assets, most notably a nuclear power plant that is currently under Russian control. It is also looking to add more specific provisions on American ownership of a joint investment fund.

These changes would, the sources said, essentially require a renegotiation of the unsigned minerals that fell apart last month.

The FT report comes a day after US President Donald Trump said that a minerals deal will be signed “shortly” following his talks this week with the Russian and Ukrainian leaders.

The pledge was made following his signing of an executive order to increase US production of critical minerals.

In addition to Ukraine, Trump said that his government is also looking at rare earths and minerals in other countries.

mining.com

*To remind,

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Game Over for Kagame: KoBold Metals and Bill Gates Move to Congo

The Democratic Republic of Congo (DRC) is finally receiving the attention and respect it deserves.

A powerful U.S. company called KoBold Metals, supported by billionaires Bill Gates and Jeff Bezos, is now preparing to invest in Congo’s rich lithium resources.

This move could bring huge change to the country and marks a major shift in global interest, away from Rwanda and into Congo, where the real value lies.

For years, Rwanda under Paul Kagame has been accused of stealing Congo’s natural resources, especially from the east of the country.

While the world turned a blind eye, Kagame’s regime continued to support rebel groups that caused violence in Congo, all to gain control of valuable minerals like cobalt and gold.

Rwanda’s so-called “success story” was built on Congo’s stolen wealth, but now the tide is turning.

Today, the world is seeing the truth, and Bill Gates, once close to Kagame, is moving his support to Congo.

This is not just business; this is justice.

KoBold Metals is using modern technology and artificial intelligence to find and develop critical minerals needed for electric cars and green energy.

Lithium is one of these minerals, and Congo’s Manono project holds one of the largest hard rock lithium deposits in the world.

KoBold wants to help develop it fairly, legally, and in partnership with the Congolese people.

In a letter to President Félix Tshisekedi, KoBold said the Manono area "has the potential to become a large-scale, long-lived lithium mine."

This is not a small promise.

This is a serious opportunity for Congo to grow its economy, create jobs, and become a global leader in clean energy minerals.

What is Lithium?

Lithium is a special metal used to make rechargeable batteries, like the ones in electric cars, smartphones, and solar power systems.

As the world moves to clean energy, lithium is becoming one of the most important resources on Earth.

That’s why countries and companies are racing to secure it.

Congo’s lithium, especially from the Manono project, could power the future of green energy worldwide

While Congo is working hard to attract honest investment, a legal fight between Australian company AVZ Minerals and Chinese firm Zijin has slowed progress.

Years ago, Congo canceled AVZ’s license and gave part of the land to China’s Zijin. :mad:

But now, with support from the U.S. and KoBold Metals, Congo has a chance to move forward with trusted partners, not those who want to take without giving back. (y)


Even more powerful is what this shift means for geopolitics in Africa.

The United States, through companies like KoBold, is showing it wants to support real partnerships with Congo, not just benefit from its resources.

This could help weaken Rwanda’s unfair influence, which has caused too much damage already.

Let’s not forget: Congo holds the world’s biggest supply of cobalt, the second-largest supply of copper, and large amounts of lithium, tin, and gold.

These are not just rocks but they are the future of the world’s energy, and Congo owns them.

www.xtrafrica.com

View attachment 80107

AVZ visits US, billionaire-backed KoBold now wants Manono

Messy ownership struggle for huge hard rock lithium deposit takes another turn

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KoBold Metals is using modern technology and artificial intelligence to find and develop critical minerals needed for electric cars and green energy.


Lol, no need for modern technology or AI..........Manono is DSO from surface Kobold ;)
 
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PhatCatz

Regular
Yeah. Anyone who is from now on trying to play games against AVZ will lose out. Simple as that really. I’m wondering if Zijin those corrupt fuckers are putting a package together. For mine, they would be stupid not to given any deal with between the USA and DRC will see them lose a fair chunk of what they’ve stolen. Whoever is the first to offer minimum 5 bucks p/s wins it all. Small fry for these players and will return at least 20 times that over its life of mine.
 
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whales

Regular
Yeah. Anyone who is from now on trying to play games against AVZ will lose out. Simple as that really. I’m wondering if Zijin those corrupt fuckers are putting a package together. For mine, they would be stupid not to given any deal with between the USA and DRC will see them lose a fair chunk of what they’ve stolen. Whoever is the first to offer minimum 5 bucks p/s wins it all. Small fry for these players and will return at least 20 times that over its life of mine.
Zijin / China cannot offer security to DRC for minerals.
They will need to do business with Kobold after AVZ is adequately compensated and hands over the rights to Manono.
 
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BRICK

Where’s Zeebot 😶‍🌫️
KoBold Metals is using modern technology and artificial intelligence to find and develop critical minerals needed for electric cars and green energy.


Lol, no need for modern technology or AI..........Manono is DSO from surface Kobold ;)
Don’t forget the tin
😬
 
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CHB

Regular
Zijin / China cannot offer security to DRC for minerals.
They will need to do business with Kobold after AVZ is adequately compensated and hands over the rights to Manono.

There's no reason why they can't pay the money and act as a blocking stake. They're already illegally progressing the north.
 
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Frank

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Yaseen

Regular
Grok seems to be on the ball

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JNRB

Regular
IMO, all amounts below $7 are a cop-out and is a low-ball offer.

$12 Minimum.

$10ps + shares in the acquiring entity would be highly ideal imo.

My personal 'just do it - fking sign away' figure is $50ps. :D
$7 minium
+$5 geopolitical advantage premium
=$12

easy
 
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Yaseen

Regular
Considering Grok's accuracy with the above question, I think we can trust Grok with its US$9billion estimate. Now show me the money

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JNRB

Regular
Agree, however STFU with merch mate......I have those rights ok :ROFLMAO:
you'll have to sort that out with Nige 😉
I think we might be nearing the point of needing a new cap.

But lots of other opportunities. NF plushie, Celestin kibeya punching bag, various pineaple related parephanalia, the list goes on
 
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Remark

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Frank

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djhome

Member
Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
 
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JNRB

Regular
Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
When I first saw the news re Kobold I'd just logged on to share some speculation on when the US might take action positive for AVZ.
My reasoning was that Trump needs a geopolitical win to wave around. Tariffs, Palestine, Ukraine... all not playing out how he would like. So he wants a win to wave around, and doubly-so if it's something that reinforces the idea of his 'minerals-for-security' policy. And by helping the Aussies Trump gets to show he's not de-facto against ALL former allies - as long as there's something in it for the US. So USA wanting to take action sooner rather than later.

Add on top of that the impending deadline for tribunal hearings (oh and the militia rampaging across their country) and DRC wants action sooner rather than later.

And Kobold knows the further we get through arbitration and securing our own claim, the deeper entrenched we become with CATH, so they want sooner rather than later.

Kobold have done their homework. Some on here have already speculated they made a lowball offer last year that was (rightly) flat-out rejected. Someone has leaked the news about the offer which puts pressure on accelerating action.
Wild speculation here but working backwards from ICSID:
- If AVZ is giving up it's rights and position in arbitration this all needs to be settled well in advance, say 4 weeks
- Another month of actually getting shit sorted out (do we need a special AGM?) 4 weeks
- Leaves us with 2 weeks for them to decide on where between $15B and $30B they want to offer.

I'll go from date the announcement leaked and say 4th April for an offer.
 
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Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
December 25th
jericho-a-little-bit-of-the-bubbly-wine.gif
 
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