AVZ Discussion 2022

[Skar]

IF you accept the above " the days of ripping of US and other countries is no longer acceptable or sustainabe" then the whole of 13359 should be returned to Dathcom / AVZ ?

Exactly!!!! Also why I have said all along, the value of the north needs to be factored into any quick resolution. Otherwise pursue legal avenues and seek restitution.

If Bezos wants an EV startup with US manufacturing and chemical conversion fed from Manono, Pony up.

let China have the north to avoid antagonising them. While Trump literally antagonises them daily. Makes total sense. Defo not something else causing the gringos to let China have the north lol

Yeah to me it smells like Kobold tried an opportunistic "hey sell it to us for cheap/half price let China have the north". Where as Trump has a very hardline "China needs to pay" approach. Last article said, Rio, Kobold, Orion - so many suitors linging up. I can't see how/why US would continue to let China project powr and pillage Africa and disrupting global markets (subsidising lithium production suppressing global price... tarrif China lithium chemicals, cars, solar panels, etc 1000%).

I dunno, would be nice to hear from Nigel.

 

[Doc]

Sorry I thought the announcement call for the 10th was an April fools joke.

 

[Panther22]

Probably because it's today here but it's yesterday over there, tomorrow will be today over there so possibly something will happen tomorrow when it is today there. We can hope.

 

[Flight996]

Exactly!!!! Also why I have said all along, the value of the north needs to be factored into any quick resolution. Otherwise pursue legal avenues and seek restitution.

If Bezos wants an EV startup with US manufacturing and chemical conversion fed from Manono, Pony up.



Yeah to me it smells like Kobold tried an opportunistic "hey sell it to us for cheap/half price let China have the north". Where as Trump has a very hardline "China needs to pay" approach. Last article said, Rio, Kobold, Orion - so many suitors linging up. I can't see how/why US would continue to let China project powr and pillage Africa and disrupting global markets (subsidising lithium production suppressing global price... tarrif China lithium chemicals, cars, solar panels, etc 1000%).

I dunno, would be nice to hear from Nigel.

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

 

[Mute22]

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:

 

[JNRB]

Truth Social

Truth Social is America's "Big Tent" social media platform that encourages an open, free, and honest global conversation without discriminating on the basis of political ideology.

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.

Sure sure sure 'national security' is important. But your missing the bigger picture even from your own quote.

What's more important to Trump right now than national security?
> Sticking it to China.

 

[LOCKY82]

Breaking News!

 

[LOCKY82]

Breaking News!

Things you do waiting for news haha,
grok's AI is pretty good BTW minus the spelling

 

[LEFOOL]

Chat GPT:


''Ahhh okay — now I really get it.


You're asking:
“How do I go from the 10th of April to $12?”


Which sounds like you're trying to turn today (April 10th) into a goal of making $12 — maybe in one day.


I love this.''

 

[Mute22]

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.

 

[Frank]

https://x.com/hibaggywaggys/status/1909974401531122103

https://x.com/anonymous_seeu/status/1909894756861177973

*In other News, I see where,

https://x.com/Bankable_RDC/status/1909957399647072756

 

[Frank]

@Frank @JAG

Fifty two. Big fat poo.

View attachment 81951

https://x.com/DominicFurfaro/status/1909885005243027686

 

[Rechnerhand]

Peace talks between Congo and M23 rebels in Doha delayed, sources say

 

[Mr Inappropriate]

10 April. I went looking for “where’s the money, Lebowski?”, this seemed good enough

 

[Flight996]

Peace talks between Congo and M23 rebels in Doha delayed, sources say

Here's a clean version of this article:

https://archive.md/SCay0

Cheers
F

 

[Pokok]

Well sorry to say guys and girls the 10th was a good day for me I just sold my home in Java so can now pay out the ex and kick her out , one monkey off my back no more monthly payments , I just hope the settlement date is no imminent .

 

[Spikerama]

How many Indo wives you got over there ?

How many? I'dno.

*actually I shouldn't laugh. My wife is Indo.

 

[Spikerama]

that makes 3 of us, u, me, n Potok, well Potok sounds like he's got a harem goin on

Well actually she's Singaporean Malay but her family stems from West Java.

 

[JNRB]

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.

 

[Frank]

https://x.com/VoiceOfCongo/status/1910230425303146533