AVZ Discussion 2022

[Frank]

Kobold and Rio have been in a partnership since 2023 in Thunder Bay, Canada exploring a prospect for copper, nickel, cobalt and lithium:

https://www.northernontariobusiness...-nickel-cobalt-and-lithium-in-neebing-6848264

So the writer is entitled to presume a partnership is indeed in the air given in the report that US special envoy, Massad Boulos, is meeting in Kinshasa with Felix and business leaders. Further:

One of Massad Boulos’s primary missions will be to facilitate the recovery and resale of a contested lithium project, currently in the sights of mining giant Rio Tinto.

https://english.congovirtuel.com/ko...on-to-broker-a-lithium-mining-deal-in-manono/

 

[Frank]

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[Skar]

lets not play the holier than thou card here, us in the west have massive blood on our hands via our ridiculously corrupt leaders. The only difference is we are more sophisticated in our approach and our bought and paid for mainstream media are more cunning and professional at hiding the fraud and lies of our government

How you see the US or the west is how I see EVERY global leader. My view on war is its all about (poor to regular) people fighting other people to decide where to pay their taxes. Thats why even when nations go to war, commerce still continues through ideologically opposed viewpoints (iphones are made in China and Europe clamours to buy gas/oil from Russia) and even now billionaires stand to lose a lot of money with the new US tariffs but the impact to average joes like you or me probably won't be all that felt (but the news will sensationalise it all like its the apocalypse or the end of world order).

The full potential of Manono is MASSIVE on the lithium market, the full potential of transnational African minerals is many many magnitudes more for the US and thats why I have hope of a good outcome for us.

 

[CHB]

Isn't the best outcome now not to push for a ML for AVZ as that means CATH will get a decent chunk of ownership?

Think we're better off pushing for the North to come back to us, confirming AVZ ownership and guarantees for any future owner to progress development of the mine?

 

[Dazmac66]

Rio share price getting hammered! Any chance we can do a share swap today or Monday as part of the deal? Im very happy for this to move quite quickly.

 

[Stockinvesting]

My thoughts (FWIW)....
ML around 10/4...... then on sell

 

[Azzler]

Isn't the best outcome now not to push for a ML for AVZ as that means CATH will get a decent chunk of ownership?

Think we're better off pushing for the North to come back to us, confirming AVZ ownership and guarantees for any future owner to progress development of the mine?

Not an issue, the DRC need only tell CATH they can not have ownership in Manono, which will void the agreement.

 

[CHB]

Not an issue, the DRC need only tell CATH they can not have ownership in Manono, which will void the agreement.

Hopefully that's the case... Cause the figures banded around whilst nice, isn't too exciting

 

[Skar]

Not an issue, the DRC need only tell CATH they can not have ownership in Manono, which will void the agreement.

Sure they can tell Zijin that too then before the ICC/ICSD does.

 

[LEFOOL]

https://x.com/AugustCohen4/status/1907835261351776629

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That's bloody promising tbh but i'm more impressed with Massad's perfect French... old school Lebanese aye, his French is better than old mate Felix haha

 

[hedrox]

Trump Administration Backs African Lobito Rail Plan, Envoy Says

The US said it remains committed to the Lobito Corridor project that links critical minerals deposits in central Africa to an Atlantic port, signaling a bright spot…

financialpost.com

 

[hedrox]

 

[Remark]

 

[Scoota30]

Been quiet of late @geo_au ?

 

[hedrox]

High Voltage: Lithium's price recovery could shock you - Stockhead

Lithium surpluses could erode quicker than you think, leading to potential price shocks in the next two years.

stockhead.com.au

 

[Pokok]

Been quiet of late @geo_au ?

Don't worry mate he is watching and reading

 

[Frank]

Let's go, let's go!

Interesting comment about toning things down on X, hmm

https://x.com/Outcast_North/status/1908010943398707404

RIP John

https://x.com/TDrywallact/status/1908015272096883103

 

[Mute22]

Alright, folks, this is probably a good time to remind everyone to keep your OPSEC tight. I’m not a big enough holder to be getting winks or steak dinners, but if you hear anything from management, your industry, or anywhere else - no, you bloody didn’t.

If it helps, picture yourself working on the Manhattan Project. Loose lips sink ships, and we’re at a critical stage where we need all opposing parties second-guessing themselves, assuming everyone else is making moves.

This is a great place to have a bit of banter, but let’s not forget, these channels are definitely being watched by paid FUD agents and criminals, not just to gather intel but to sow doubt and confusion. Stay sharp.

 

[Frank]

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[Spikerama]

So look, I know I'm going to get flamed for this but just out of interest, I went down and checked out some of the BYD EVs this week.

One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought his head was going to split in two.

He exclaimed, 'No!... Car no go space!... Car go on road!'