AVZ Discussion 2022
- Thread starter GazDix
- Start date
Spikerama
Regular
That's awesome mate. So well done.
I feel like I need to make an applet out of it; where it clearly shows the needle approaching the danger zone.
Fucked if I know how though. My brain is already hurting.
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Scoota30
Regular
Has it been 3 decades already? It feels like a long time but not sure it's been that long yet?
Some interesting information....
Howard William Lutnick (born July 14, 1961) is an American billionaire businessman, philanthropist and politician who has been the 41st and current United States Secretary of Commerce since 2025.
Lutnick survived the September 11 attacks when he was at the World Trade Center.
Lutnick owns 60% of Cantor Fitzgerald, with a net worth of "at least $1.5 billion".
Cantor Fitzgerald, a financial services firm, was involved in a placement for AVZ Minerals Limited (ASX: AVZ) to raise $75 million for its Democratic Republic of Congo (DRC) project.
Soooo.....
Lutnick knows a bit about AVZ.
Interesting stuff.
Howard William Lutnick (born July 14, 1961) is an American billionaire businessman, philanthropist and politician who has been the 41st and current United States Secretary of Commerce since 2025.
Lutnick survived the September 11 attacks when he was at the World Trade Center.
Lutnick owns 60% of Cantor Fitzgerald, with a net worth of "at least $1.5 billion".
Cantor Fitzgerald, a financial services firm, was involved in a placement for AVZ Minerals Limited (ASX: AVZ) to raise $75 million for its Democratic Republic of Congo (DRC) project.
Soooo.....
Lutnick knows a bit about AVZ.
Interesting stuff.
The problem may be that if Felix caves to US wanting all of Manono, then the Chinese may come for him.
So rock and a hard place, but it would make it more difficult for US to take all of Manono without some concessions.
So maybe AVZ needs to continue with litigation for longer than we all would like.
Rechnerhand
Member
Based on what AVZ Minerals stated at 14 March 2025 and parties showed interest in the resource in the recent days I think it is (for sure - as there is no proof on the table) not totally clear why focus is on how much AVZ need to be valued for a so called fair asset deal ...
AVZ stated there " ... representatives of AVZ recently travelled to the US with a view to raising funds to support its endeavours to secure and develop the Manono Lithium Project including via a long-term commitment in respect to its share of the mineral offtake ... "
I read here they are confident in receiving confirmation via ICC and ICSID but will not of course looking for parties to sell their majority percentage to a high bidder. Funding the project is different then selling your asset and raising funds is a clear message at this point I guess. (Would be interesting to know in which pos. they trying to raise funds ... AVZ, AVZI, Dathcom ... ). Anyhow I'm not that sure we'll see a buyout based on this statement.
(Fun fact - they are not mentioning it there as the former "Manono Lithium and Tin Project". This could indicate that funds are exclusively reserved for their Lithium resource - JMO).
--> 31 January 2024
AVZ stated there " ... representatives of AVZ recently travelled to the US with a view to raising funds to support its endeavours to secure and develop the Manono Lithium Project including via a long-term commitment in respect to its share of the mineral offtake ... "
I read here they are confident in receiving confirmation via ICC and ICSID but will not of course looking for parties to sell their majority percentage to a high bidder. Funding the project is different then selling your asset and raising funds is a clear message at this point I guess. (Would be interesting to know in which pos. they trying to raise funds ... AVZ, AVZI, Dathcom ... ). Anyhow I'm not that sure we'll see a buyout based on this statement.
(Fun fact - they are not mentioning it there as the former "Manono Lithium and Tin Project". This could indicate that funds are exclusively reserved for their Lithium resource - JMO).
Rechnerhand
Member
"3Ts" ... tungsten, tantalum, tin ..... DRC Launches Strategic Plan to Secure 3T Minerals Amid Regional Smuggling Concerns --> "Manono Lithium and Tin Project" or just "The Manono Lithium Project"
Rechnerhand
Member
Not sure I got your point correct but this sounds like apple and orange ... selling my asset and have nothing to do with its further progress or raising funds to participate with them together in developing this project is not the same, isn't it?
Frank
Top 20
No matter, the journalist is on point with some pertinent analysis of the situation.
However one imagines the US team has already done their DD on the DRC interlocutors given Comminere has already been singled out as not wanted...by Kobold from memory.
Rechnerhand
Member
=> Dodd-Frank's Section 1502 ... Tin+Tantalum from Manono would fall under this as conflict materials.
FYI --> Building Critical Minerals Cooperation Between the United States and the Democratic Republic of the Congo
BREAKING NEWS:
lellep
Regular
Hello, I am home (sick) and have spent some time deep-diving into our investment.
Recent developments in the DRC-U.S. minerals negotiations suggest a potential catalyst for our Manono lithium project, particularly with reports of Erik Prince engaging with Congolese leadership. According to an article in Africa Intelligence (March 31, 2025), Prince, founder of Blackwater, has proposed deploying private military contractors to secure mining operations in the DRC, targeting threats like the M23 rebels in the east. This aligns with President Félix Tshisekedi’s minerals-for-security framework, currently under discussion with the Trump administration, and could significantly impact AVZ’s position.
Tshisekedi’s administration is under pressure. The failed coup attempt in May of 2024 and M23’s control over 40% of North Kivu, with key eastern territories including mineral-rich zones slipping from the government's grasp into the rebel's hands has left Tshisekedi desperate.
In response, Tshisekedi has deepened his ties with the U.S, evidenced by the release of the three American citizens involved in the coup to U.S. custody following talks with Trump’s Africa envoy, Massad Boulos. This move, alongside the cancellation of Kinshasa’s lobbying efforts in Washington, signals a strategic pivot to secure American support and Felix's own confidence in a deal being met.
Enter Erik Prince, his reported proposal is to provide security services potentially including armed personnel and logistical support, which could stabilize regions like Tanganyika Province, home to MANONO. With the U.S. eyeing critical minerals to counter China’s dominance (notably Zijin Mining’s stake in Manono’s northern section, Prince’s involvement could facilitate operational security for Western-backed projects. For AVZ, this might accelerate the reinstatement of our mining permit and enhance Manono’s appeal for a takeover.
I am happy to hear your views on this!
Recent developments in the DRC-U.S. minerals negotiations suggest a potential catalyst for our Manono lithium project, particularly with reports of Erik Prince engaging with Congolese leadership. According to an article in Africa Intelligence (March 31, 2025), Prince, founder of Blackwater, has proposed deploying private military contractors to secure mining operations in the DRC, targeting threats like the M23 rebels in the east. This aligns with President Félix Tshisekedi’s minerals-for-security framework, currently under discussion with the Trump administration, and could significantly impact AVZ’s position.
Tshisekedi’s administration is under pressure. The failed coup attempt in May of 2024 and M23’s control over 40% of North Kivu, with key eastern territories including mineral-rich zones slipping from the government's grasp into the rebel's hands has left Tshisekedi desperate.
In response, Tshisekedi has deepened his ties with the U.S, evidenced by the release of the three American citizens involved in the coup to U.S. custody following talks with Trump’s Africa envoy, Massad Boulos. This move, alongside the cancellation of Kinshasa’s lobbying efforts in Washington, signals a strategic pivot to secure American support and Felix's own confidence in a deal being met.
Enter Erik Prince, his reported proposal is to provide security services potentially including armed personnel and logistical support, which could stabilize regions like Tanganyika Province, home to MANONO. With the U.S. eyeing critical minerals to counter China’s dominance (notably Zijin Mining’s stake in Manono’s northern section, Prince’s involvement could facilitate operational security for Western-backed projects. For AVZ, this might accelerate the reinstatement of our mining permit and enhance Manono’s appeal for a takeover.
I am happy to hear your views on this!
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still 1
Spikerama
Regular
@Frank @JAG
Fifty One.. Up your.. *nope, not gonna say it.
Fifty One.. Up your.. *nope, not gonna say it.
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
Retrobyte
Hates a beer
You'll be able to afford 4 soon
Skar
Regular
Quality over quantity.... unless you are AVZ with the highest quantity and second highest quality.
Uglybob
Regular
That sounds more like a threat than a compliment.
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