AVZ Discussion 2022
- Thread starter GazDix
- Start date
And Chi-nah has a lot of sunk costs (legitimate and illegitimate) in the DRC.
I find it almost unsettling at this stage of the game that we are hearing bugger-all from these rodents and their corrupt DRC proxies about a potential sale of Manono to western interests. Not a whisper. The pricks have to be up to something underhand. It's in their DNA.
Cheers
F
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Mute22
Regular
The 'Something happening on the 10th of April' has been bandied around since early this year.
I'm going to go ahead and assume that may have been the original date for the US delegation visit / minerals negotiation which has already occurred so I wouldn't look too much into it.
On another note, an interesting post from our favorite yank:
I'm going to go ahead and assume that may have been the original date for the US delegation visit / minerals negotiation which has already occurred so I wouldn't look too much into it.
On another note, an interesting post from our favorite yank:
Sure sure sure 'national security' is important. But your missing the bigger picture even from your own quote.Donald J. Trump (@realDonaldTrump)
Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and...truthsocial.com
Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and other Countries, is no longer sustainable or acceptable.
Critical minerals are already in the crosshairs of this administration, now we have what is practically a proclamation of economic war. Anyone thinking 10B USD for Manono wasn't feasible, you slap a national security label on our asset and you betcha it is.
Time for US to pony up if they want supply chain surety.
What's more important to Trump right now than national security?
> Sticking it to China.
LOCKY82
Regular
Things you do waiting for news haha,Breaking News!
grok's AI is pretty good BTW minus the spelling
Mute22
Regular
I know there have been a lot of positive developments recently, and it's encouraging to see some mentions of big names interested partnering/purchasing, but with the sheer complexity of this situation, the pessimist in me (and my gut feeling) still says we’re a long way from the finish line.
I just don’t see this being resolved in the next few months and I think our cases will begin as negotiations are still underway in the background.
I only say this to help keep expectations in check as the Board of Directors continues to navigate what is clearly a legal and geopolitical quagmire. Remaining stoic is tough, but necessary here for all holders if only for your own mental health.
I just don’t see this being resolved in the next few months and I think our cases will begin as negotiations are still underway in the background.
I only say this to help keep expectations in check as the Board of Directors continues to navigate what is clearly a legal and geopolitical quagmire. Remaining stoic is tough, but necessary here for all holders if only for your own mental health.
Mr Inappropriate
Regular
10 April. I went looking for “where’s the money, Lebowski?”, this seemed good enough
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How many Indo wives you got over there ?
Spikerama
Regular
that makes 3 of us, u, me, n Potok, well Potok sounds like he's got a harem goin onHow many? I'dno.
*actually I shouldn't laugh. My wife is Indo.
Spikerama
Regular
Well actually she's Singaporean Malay but her family stems from West Java.
Alright just sharing some more of my spitballing / speculation.
When I'm working with dates I always like to map things out visually on planners/calendars/timelines.
Here is my rough record of events / future assumptions for our current direction. (don't quote me on exact dates)
I am running on the assumption that IF there is a deal, it will be sorted prior to the ICSID.
Doing so:
- has huge value to DRC for changing their images as a corrupt country that's bad for business (key to US invovement)
- has huge value to potential buyers as every step more that AVZ fights secures their own position and raises the buy-in required for new parties
- pre-empts any deal with with CATH
I am also running on the assumption:
- that now US interest is public and serious deals are being considered, there is some time pressure to preempt a counter proposal from the Chinese
- RIO and Kobold both have already done their due-diligence on the resource and are thoroughly aware of its potential.
- Any deal would require an EGM, and despite time pressures 4 weeks notice is still appropriate.
- There needs to be at least a week or 2 after the EGM to actually finalise and sign an agreement.
- Even if an agreement were close, the board would not agree to 'postpone' any hearings, because they know they would be roasted alive by shareholders.
So, this is what the key events over the past/future couple of months look like on a timeline.
For me, we are entering into the period where IF there were a serious offer, I would expect it to be made.
It's not direct, but it roughly lines up with the mysterious "10th of April" so I wonder if that had something to do with the BoD imposing a timeline to enter serious discussions?
The hopeful part of me would speculate that the board has already been talking numbers with these parties.
News stories about a deal between DRC and US being 'close' would also suggest this. Even if they haven't yet made an offer, I'm sure Kobold et al know what they would need to offer to get this over the line, and are proceeding based on that being viable.
Again, all just my rough workings-out because I like to see these things visually but I thought I'd share it here.
When I'm working with dates I always like to map things out visually on planners/calendars/timelines.
Here is my rough record of events / future assumptions for our current direction. (don't quote me on exact dates)
I am running on the assumption that IF there is a deal, it will be sorted prior to the ICSID.
Doing so:
- has huge value to DRC for changing their images as a corrupt country that's bad for business (key to US invovement)
- has huge value to potential buyers as every step more that AVZ fights secures their own position and raises the buy-in required for new parties
- pre-empts any deal with with CATH
I am also running on the assumption:
- that now US interest is public and serious deals are being considered, there is some time pressure to preempt a counter proposal from the Chinese
- RIO and Kobold both have already done their due-diligence on the resource and are thoroughly aware of its potential.
- Any deal would require an EGM, and despite time pressures 4 weeks notice is still appropriate.
- There needs to be at least a week or 2 after the EGM to actually finalise and sign an agreement.
- Even if an agreement were close, the board would not agree to 'postpone' any hearings, because they know they would be roasted alive by shareholders.
So, this is what the key events over the past/future couple of months look like on a timeline.
For me, we are entering into the period where IF there were a serious offer, I would expect it to be made.
It's not direct, but it roughly lines up with the mysterious "10th of April" so I wonder if that had something to do with the BoD imposing a timeline to enter serious discussions?
The hopeful part of me would speculate that the board has already been talking numbers with these parties.
News stories about a deal between DRC and US being 'close' would also suggest this. Even if they haven't yet made an offer, I'm sure Kobold et al know what they would need to offer to get this over the line, and are proceeding based on that being viable.
Again, all just my rough workings-out because I like to see these things visually but I thought I'd share it here.
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