AVZ Discussion 2022
- Thread starter GazDix
- Start date
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Politics is, or should be, an emotionless process. Hence, diplomatic language.
USA, and probably almost everybody outside AVZ SHs and FT's political enemies ( opposition ), has absolutely no interest in DRC internal politics unless it impacts their interests.
FT will not be thrown under a bus and will not throw any of his cronies there unless, in the extremely unlikely event, he needs to.
To do so would weaken the mafia and would be an admission of corruption.
He will only go if US decides that somebody else is more useful. They obviously don't think that atm.
Look at President Grump, and the denial and inaction around the leaked chat. Maintain a united front.
Nuffin to see here guvnor.
There is also no international interest in 'justice'.
FT is not Slobodan Milosevic or even Charles Taylor.
The chances of him being held to account by anyone who wants 'his' lithium is as close to zero as to not be measurable.
As far as coming back for Tommy et al when this shit is over, I personally could not be less interested.
I'll not be contributing to a 'fighting fund' or being involved in the litigation.
I'll leave that to the ( hopefully ) wealthier peeps like the BoD who were far more wronged than us plebs.
I just want to move on.
I would follow it with interest but it won't happen.
Just to confirm what i have said multiple times regards to Graeme Johnston and this purported forgery claim.........its all BULLSHIT !
I spoke to GJ at length regards to this matter a couple of years ago and he looked me in the eye and claims its all fabricated.
This claim / determination has come about without GJ having a opportunity to defend.......FFS !
The BOD has done everything by the book, Cominiere / Dathomir / Zijin / DRC govt have done everything outside the book.
I trust our BOD, therefore i trust GJ.
Move on.
Skar
Regular
And a lump of coal can be turned into a billion dollar diamond by putting it under enough pressure but no one is valuing coal based on the price of diamonds.
Right now China controls the lithium (as a chemical) supply chain. Which is part of the reason why they have managed to suppress the price of spod (and devalue everyone - remember Chris Ellison "if your rock your god"), the other part is they have expensive to use local supply (a different source of lithium called Lepidolite), which they either force their companies to use or subsidise it some other way. So the price of lithium spod has to be lowered to compete with the subsidised price of Lepidolite... some mines even have to operate at a loss in particularly bad economic times or just shut down altogether (CATL has a very large mine in China they start up/shut off as a means of controlling the global price), this has a follow on effect of killing off exploration (as its no longer as investable, we have all seen our portfolios plummet) and consequently crippling new supply coming online (which hyper inflates the price) - the real value is therefore not straight forward, its a multi varable euqation.
The hope is that overtime through a combination of it being too expensive to keep using China local supply, global demand increasing beyond China's ability to manipulate and alternate non-China supply chains coming online, they cant keep doing what they are doing... China see these dangers to their supremacy too, which is why they are going ham buying up control of all global mines & stock and also why the US need to combat China's influence in this space, seems Washington FINALLY gets it (or is finally willing to do something about it).
Point being, depending on how we are positioned, it gives us some leverage and value but we are still just the biggest shiniest rock in a global pile of rocks... the value can only be pushed so far and no one is going to factor in our historic struggles (as a positive) or pay up for pain and suffering through the ordeal.
In 12-18 months when legal issues are resolved, damages applied, funding, a more positive point in the cycle and a diversified global chemical supply chain.... its just too far to speculate on and what the value will be.
I will run out the door right now for $1ps because I can invest the tied up capital elsewhere, if anyone wants an extra million shares.
AVZ would not of deposited money without clear authority to do so ( signatures from Dathomir )..........binding document
Its the same process if you were selling your house, you dont get to change your mind once you realised the value of your house went up 30%down the track.
Laughable.
Me thinks Celestine has a fair bit of ammo to throw FT under the bus too............
Birds of a feather.........stick together.
The general economic saying is that money today is worth more than money tomorrow. This is because money devalues with inflation, and there is an opportunity cost to holding cash when it can be invested elsewhere to deliver inflation-beating profits.
However, Manono, and Roche Dure in particular are yet to be developed and deliver profits for shareholders. I suspect your $1 today will be multiples in a year or two or three. I'm holding mine as long as it takes for a multi-multi-bagger profit (Min 5,000% profit).
Just thinking out aloud.
Cheers
F
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JAG
Top 20
Don't take this the wrong way however if you need an answer to your question, stay the f away from the stock market.
As cofusious says "man with hand in pocket is always on the ball" and I only have 1
cruiser51
Top 20
But his army is only armed with fighting sticks, catapults and mirrors.
BRICK
Where’s Zeebot 😶🌫️
Im happy to do an off-market transfer for $12.50 PS
thanks but no thanks. I do believe they are worth it though So if Kobold are offering a solution for all parties and to takeover Roche Dure , they must be 100% confident AVZ will win all court cases moving forward . Tells us they must of had access to information provided by AVZ Lawyers . Otherwise they could not /would not make an offer to both AVZ and the DRC. Tells us AVZ and Kobold have been in dialogue for quite some time . Tells us Kobold wouldn't make an offer to AVZ/DRC if AVZ couldn't win . Tells us scumbags like Kibeya are p1ssing in the wind with their last ditched effort to take down AVZ . imo
I agree with you here Wombat. I'm not sure why there wasn't more said about this article posted yesterday!
Gates and Bezos-Backed Startup Pursues Congo’s Lithium Resources
It is written in a way that basically states that KoBold developing Manono is a foregone conclusion:"KoBold's entry introduces Western competition in what has increasingly become a Chinese-dominated industry. This competitive dynamic adds complexity to the project's development and highlights its role in navigating resource nationalism in the global critical minerals race".
"KoBold's projected timeline, with production potentially beginning in the early 2030s, aligns strategically with the European Union's planned ban on internal combustion engine vehicles. "
"If KoBold can accelerate production and establish refining capacity outside China's sphere of influence, the project could significantly reshape global battery supply chains."
They are very confident that a deal will be done or very arrogant!
cruiser51
Top 20
I put my money on very arrogant!
Production early 2030's???
Geezez
Zijin steal the fucking shit and look like producing in 2026
PutUsernameHere
Regular
Think they're just taking a leaf out of Zijin/Comminiere's book - Fake it till you make it. If I read it in the news, it must be true, even if I was the one that wrote the news...
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