AVZ Discussion 2022

[Carlos Danger]

KoBold has reportedly proposed a compromise: AVZ would receive compensation for dropping its claims, Zijin would retain control of the northern section of Manono, and KoBold would develop the southern portion. The U.S. company also suggested that minority shares be held directly by the Congolese state rather than Cominière.

By extrapolation any compensation for AVZ dropping its claims would have to include the value of both north and south as part of that compensation amount or its not in shareholder interest to drop the claims (notwithstanding an appropriate discount of total value for immediacy if its a lump sum vs royalty or delayed payment arrangement).

There is leverage available here to show DRC as an investable region on the international stage if they make it right.

That doesn’t say or imply AVZ will receive compensation specifically for the north

I’m sure KoBold are willing to pay for the whole tenement but let Zijin have the north just not to antagonise China. While antagonising China by rat fucking CATH. Makes perfect sense.

Defo agree that this is all a test by Trump to see how investible the DRC is for the gringos

 

[cruiser51]

 

[DMasonic]

And if an "Australian" company was developing the resource in Manono just maybe, just maybe with co-operation and support of the Australian Government they could have assisted other "Australian" companies in the broader global lithium market somehow for the wider benefit of all Australian lithium miners....ya know?

Sort of sounds strategic doesn't it?

I wonder, strategically, if the existing Australian lithium miners are happy to see Manolo undeveloped as long as possible?
Less lithium supply is in their interests. Particularly given the recent CATH agreement would give CATH/China all the output for the first five years.

 

[Spikerama]

Would you believe I'm on the fucking wagon at the moment!!!

Might need to change your name mate, to Wine?No!

 

[ptlas]

You've got another 200K plus in that one. As a corollary, my first car was a Toyota Coronally. Eventually died on the backroads of Tasmania at over 330K

Did it have a coronary?

 

[Hudnut]

And what would you have them do?

Anything other than nothing.

 

[Mute22]

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See you all in December

 

[j.l]

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Similar comment from him on this one:

 

[wombat74]

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Looks like the offer from Kobold was too low ?

 

[Carlos Danger]

Looks like the offer from Kobold was too low ?

They wanted a no ML discount below the all time high like Jens was suggesting which would open possibility of class action against bod without key legal cases (particularly Dathomir) being resolved imo

 

[protoje]

Considering Kobold are a company specialising in the use of AI, this recent update from Grok is interesting - and being influenced by all of the X posts

 

[Frank]

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[Frank]

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[Frank]

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[Frank]

Well pointed out Frank, that grab from Ronny Jackson, after the point that you highlighted, demonstrates everything from Chinese corruption to a flawed legal system. It confirms everything AVZ have been up against. Would make a great little video to go along side the Celestin Keybaya tape! I know its been around for a while but the Celestin tape, I must say, is simply brilliant in its presentation and impact - well done Spike.

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*Fyi, Sounds like the "Fruits" of the DRC Tree are rotten to the Core, "Not been Tasteful"

 

[Frank]

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[wombat74]

They wanted a no ML discount below the all time high like Jens was suggesting which would open possibility of class action against bod without key legal cases (particularly Dathomir) being resolved imo

I guess we have our starting point . Kobold throw in a low ball offer . Next!

 

[JNRB]

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1. If Kobold want to get in early and pre-empt the legal hearings then they need to pay for the privilege. ICSID claims are a FLOOR.

2. If they don't the run the risk of losing it to CATH - and rightly so as CATH are the ones that have stumped up the legal fees and agreed to fight in our corner. Taking a stake in Green Lithium holdings ties their incentives to ours, same can't be said for Kobold.

3. Why is Graeme Johnston commenting on this at all? I would not have thought X would be the appropriate forum for the company to be making any sort of comment on these actions, and if they were I would not have thought GJ would be the right person to make them....

It's an odd comment.... but I still think Kobold wouldn't have gotten the ball rolling with this if they hadn't already decided they wanted the resource. They want it because they know the long-term value of it, and they aren't going to lose it to the Chinese just because they tried to low-ball AVZ

 

[Winenut]

1. If Kobold want to get in early and pre-empt the legal hearings then they need to pay for the privilege. ICSID claims are a FLOOR.

2. If they don't the run the risk of losing it to CATH - and rightly so as CATH are the ones that have stumped up the legal fees and agreed to fight in our corner. Taking a stake in Green Lithium holdings ties their incentives to ours, same can't be said for Kobold.

3. Why is Graeme Johnston commenting on this at all? I would not have thought X would be the appropriate forum for the company to be making any sort of comment on these actions, and if they were I would not have thought GJ would be the right person to make them....

It's an odd comment.... but I still think Kobold wouldn't have gotten the ball rolling with this if they hadn't already decided they wanted the resource. They want it because they know the long-term value of it, and they aren't going to lose it to the Chinese just because they tried to low-ball AVZ

"3. Why is Graeme Johnston commenting on this at all? I would not have thought X would be the appropriate forum for the company to be making any sort of comment on these actions, and if they were I would not have thought GJ would be the right person to make them...."

Fucking ABSOLUTELY

Geezuz I can't believe that shit was posted by Graeme on X

I mean ffs!

Cone of fucking silence and then old Gra Gra decides to drop the beans on how it's all supposed to be going down?????

Fucking amateur hour....assuming the screen shots etc are true

 

[Winenut]

If anyone is wondering why I'm on the wagon I simply wanted to see how far I could go.........

without a personality