AVZ Discussion 2022

[Azzler]

Thank god you’re not on Nigel’s negotiation team.

Seriously though, I think there is a lot (and I mean a lot) of fat to trim to get anywhere near the 1 buck mark you’re stating. Looking beyond the actual deposit value, AVZ have the only good legal title to Manono and that will be proven at the ISCID. That alone is worth everything at this stage.

So lets establish that you and Cruiser believe that those buying Manono, are reading this forum, and we as shareholders, should be bluffing to achieve better payout value?
Because that's exactly what you seem to be saying.

If so I'm saying in response that this is very naive, and are you fucking serious?
Responding that you're glad I'm not on Nigels negotiating team, tells me you think what we say here is a part of the negotiating team.

God damn boi...
God damn...

BLUFFS ON AN OBSCURE FORUM WILL FUCKING NOT CHANGE THE SALE VALUE OF AVZ!!!
holy fuck I can't believe I even have to say this....

This is a forum for investors to discuss and inform and speculate.
Absolutely nothing said here will affect the outcome.

If people are "bluffing" with their "$12 or fuck off, $12 or full ISCID" on this forum, then they're doing a disservice to investors who log in here just to try to get a sense of what's happening and where we're at.

 

[Azzler]

AVZ have the only good legal title to Manono and that will be proven at the ISCID. That alone is worth everything at this stage.

But what do you think this means if the DRC fluff AVZ for 10 years?
Despite good legal title, they've fluffed us for the last 3 years right?

 

[PhatCatz]

So lets establish that you and Cruiser believe that those buying Manono, are reading this forum, and we as shareholders, should be bluffing to achieve better payout value?
Because that's exactly what you seem to be saying.

If so I'm saying in response that this is very naive, and are you fucking serious?
Responding that you're glad I'm not on Nigels negotiating team, tells me you think what we say here is a part of the negotiating team.

God damn boi...
God damn...

BLUFFS ON AN OBSCURE FORUM WILL FUCKING NOT CHANGE THE SALE VALUE OF AVZ!!!
holy fuck I can't believe I even have to say this....

This is a forum for investors to discuss and inform and speculate.
Absolutely nothing said here will affect the outcome.

If people are "bluffing" with their "$12 or fuck off, $12 or full ISCID" on this forum, then they're doing a disservice to investors who log in here just to try to get a sense of what's happening and where we're at.

Apologies if my post came across as a dig it was mostly facetious in nature. I agree with you on a lot of your posts and I understand the position you are trying to make with regards to your recent posting.

I think the issue I have (not with you personally) is that with the information we have publicly available some TSE posters and X users have seemed to jump straight to the heavily discounted “returned items bin” pricing for AVZ. We have the only good legal title for the Manono deposit that will be certified at the ISCID, we have funding to see this battle out IF it goes through the courts, we have a fast developing USA public interest in critical minerals WITH some strong anti corruption conditions AND the curveball is the Chinese who I doubt won’t go softly into the night. They will be working hard behind the scenes scheming mostly with the DRC government I’d imagine.

AVZ is positioned smack bang in the middle of this three way tug of war between the DRC, USA and China. If Manono was a minnow we’d be dead and buried years ago without a whimper stolen by the Chinese but fortunately for us shareholders it’s not. It’s the pinnacle in lithium hard rock and everyone wants it.

Nigel and Co. have a few hands they can play to get the best value for shareholders. While it’s not ideal to go through the ISCID it is a huge bargaining chip for AVZ and I’ll back the BOD if this race goes the full Flemington straight.

Again, I can’t stress this enough. AVZ have the only good legal title for Manono in its entirety. This is critically important at the pointy end.

I suspect ISCID outcomes might be a trigger for a TO as well. I don’t necessarily believe that DRC alone will be left to fend for themselves if they owe AVZ $10b plus. I’ll be fairly confident the USA will bail them out with some sort of deal. ISCID provides an approximate value for damages, it settles ownership issues, it will provide an absolutely perfect opportunity for the DRC Government to implement a “corruption into the mining sector” review to “clean up” as per USA request. However, if Felix is to be publicly found guilty of corruption himself then I’m a bit unsure how that can be navigated but I’m sure there’s a few pages out of Trumps book he can take. aka “it wasn’t me” by Shaggy vibes .

 

[tonster66]

We seem to be focusing on the USA and DRC agreement and how much the US will pay for Manono, but what about the Chinese. What happens if we get to the court steps and the Chinese make an offer to good to refuse eg. $10b and AVZ accepts this offer and sells to the Chinese, giving China total control of Manono with no court case but legal ownership, what would happen then? This is a possibility. The US need to come up with a decent offer or China will get it.
Just my thoughts

 

[wombat74]

I hold a similar target of $1-2, regardless of true value. For no other reason than tempering expectations keeps me sane lol.

Also not expecting a sale for AVZ to be announced prior to the DRC/RWANDA security deal being signed and ratified. Be nuts for Kobold or whoever to commit billions without US commitment locked in.

So, for me, it's now a two month minimum wait, at which point our negotiations can be finalised, automatically rendering ICSID redundant and discontinued.

Thus anytime from July onwards for a sale/TO, with money in the bank EOY.
Works for me, happy daze.

Just to keep things interesting I'm going with a result prior to the ICISD start date . Remembering both sides have already put their cases forward . So we hit the ground running from day one with Lawyers arguments .From day one exposing Corrupt Ministers/Officials .

 

[Roon]

Just to keep things interesting I'm going with a result prior to the ICISD start date . Remembering both sides have already put their cases forward . So we hit the ground running from day one with Lawyers arguments .From day one exposing Corrupt Ministers/Officials .

Though will the start date get pushed back due to the DRC challenge on jurisdiction?

 

[Spikerama]

Just to keep things interesting I'm going with a result prior to the ICISD start date . Remembering both sides have already put their cases forward . So we hit the ground running from day one with Lawyers arguments .From day one exposing Corrupt Ministers/Officials .

It's Twenty Five till we eat them alive.

 

[wombat74]

Though will the start date get pushed back due to the DRC challenge on jurisdiction?

Yeh you'd have to expect it . Chinese play book .

 

[PhatCatz]

We seem to be focusing on the USA and DRC agreement and how much the US will pay for Manono, but what about the Chinese. What happens if we get to the court steps and the Chinese make an offer to good to refuse eg. $10b and AVZ accepts this offer and sells to the Chinese, giving China total control of Manono with no court case but legal ownership, what would happen then? This is a possibility. The US need to come up with a decent offer or China will get it.
Just my thoughts

Obviously looking in from the outside and not knowing what’s actually going on…

I think for this reasons the Chinese might ironically be the reason AVZ shareholders get a decent return given the circumstances. Yes I know those corrupt mutts put us in this situation but I also think they’ll try to make USA pay and not get a freebie. Actually, I’d be absolutely gobsmacked if they (CATH specifically) have not already put in an offer greater than what KoBold have allegedly put forward.

Also I fully suspect that any TO will get huge financial support from respective governments whether Chinese or US. So while $10 billion is a huge amount for a single company to invest in one asset…. A 4 way JV propped up by significant Government seed funding makes things much easier to sell to shareholders but also to financiers and Governments.

Let’s just say I’ve been sleeping comfortably the past few months. 🫡

 

[PutUsernameHere]

We seem to be focusing on the USA and DRC agreement and how much the US will pay for Manono, but what about the Chinese. What happens if we get to the court steps and the Chinese make an offer to good to refuse eg. $10b and AVZ accepts this offer and sells to the Chinese, giving China total control of Manono with no court case but legal ownership, what would happen then? This is a possibility. The US need to come up with a decent offer or China will get it.
Just my thoughts

I'm of a similar opinion, at the moment the conversation is circulating around being bought out entirely via the ISCID route, which is optimal in my opinion if a fair value or higher offer comes in. Everyone is assuming that going down the ISCID process will take years for the DRC to provide us with any compensation being awarded as DRC will drag their heels or ignore the verdict and stall paying anything, and discount anything they do pay us. But isn't the purpose of ICC & ISCID to confirm our legal title and seek compensation? I may have misunderstood at some point, but if no fair offer is made or verdict acted on, once we have confirmed legal title, what is stopping AVZ from continuing to proceed to mining ourselves?

Before this all got locked up, for years the "we're going mining" was the chant of the threads. A buyout has now become that chant because the preference for holders is to gtfo of the DRC with a profit (or a loss depending what value you're pedaling) and clean our hands of it. But with good legal title, what's stopping us from going back to plan A? Or at least start to develop it until a fair value sale is offered, which one would assume 'fair' would continue to rise the more the project is progressed... Would it just be a lack of DRC awarding an ML in which case the asset remains locked up for years to come? Does ICC/ISCID have the power to rule that DRC must issue an ML or can they only deal with financial compensation alone?

Just musings, I may be completely misunderstanding in the above,

 

[Skar]

I hold a similar target of $1-2, regardless of true value. For no other reason than tempering expectations keeps me sane lol.

Also not expecting a sale for AVZ to be announced prior to the DRC/RWANDA security deal being signed and ratified. Be nuts for Kobold or whoever to commit billions without US commitment locked in.

So, for me, it's now a two month minimum wait, at which point our negotiations can be finalised, automatically rendering ICSID redundant and discontinued.

Thus anytime from July onwards for a sale/TO, with money in the bank EOY.

Just trying to work back to your price, more learned people can chime in here where I am off.

3.5B shares on issue, so $1-2 is 3.5~7B price for 840 million tones @ 1.6% DSO or around 200 million tones of SC6... measured (plus all the excess projected they didn't drill once they had a commercial plan to enter production beyond 30+ years). So 200M SC6 at a current rate of around $800/t USD (historic peak of around $5000/t, with demand projected to exponentially compound from 2030 and beyond as we electrify the planet and move to solid state battery tech with longer ranges and duty cycles).

Even if we calculate at base rates for the above thats 160B USD rev, so operating costs of what? 1/3? Round down to 100B USD or 150B AUD, then development, financing, Africa, technology and what other risk considerations bring you down to 7B?

 

[Mute22]

Just trying to work back to your price, more learned people can chime in here where I am off.

3.5B shares on issue, so $1-2 is 3.5~7B price for 840 million tones @ 1.6% DSO or around 200 million tones of SC6... measured (plus all the excess projected they didn't drill once they had a commercial plan to enter production beyond 30+ years). So 200M SC6 at a current rate of around $800/t USD (historic peak of around $5000/t, with demand projected to exponentially compound from 2030 and beyond as we electrify the planet and move to solid state battery tech with longer ranges and duty cycles).

Even if we calculate at base rates for the above thats 160B USD rev, so operating costs of what? 1/3? Round down to 100B USD or 150B AUD, then development, financing, Africa, technology and what other risk considerations bring you down to 7B?

 

[Doc]

We seem to be focusing on the USA and DRC agreement and how much the US will pay for Manono, but what about the Chinese. What happens if we get to the court steps and the Chinese make an offer to good to refuse eg. $10b and AVZ accepts this offer and sells to the Chinese, giving China total control of Manono with no court case but legal ownership, what would happen then? This is a possibility. The US need to come up with a decent offer or China will get it.
Just my thoughts

Dont give a rats arse what happens then. We get our money, get drunk on an AVZ Australia/NZ tour and live our lives happily.

 

[Frank]

We seem to be focusing on the USA and DRC agreement and how much the US will pay for Manono, but what about the Chinese. What happens if we get to the court steps and the Chinese make an offer to good to refuse eg. $10b and AVZ accepts this offer and sells to the Chinese, giving China total control of Manono with no court case but legal ownership, what would happen then? This is a possibility. The US need to come up with a decent offer or China will get it.
Just my thoughts

*Fyi, In other News, I see where,

Saudi Arabia and US to sign mining deal​

The Kingdom of Saudi Arabia said on Tuesday that it is set to discuss and sign a mining cooperation agreement with the United States.

According to Saudi’s state news agency, the cabinet let by Prince Mohammed bin Salman has authorized the Minister of Industry and Mineral Resources to engage with US officials on a draft memorandum of cooperation.

The deal, which will focus on collaboration in mining and mineral resources, is expected to be signed with the US Department of Energy, the cabinet’s statement reads.

This move comes as Saudi Arabia accelerates its drive to become a global hub for battery and electric vehicle manufacturing.

The Kingdom is investing heavily in mining and industrial development as part of its broader strategy to diversify the economy away from oil dependence under Vision 2030.

Minister of Industry and Mineral Resources Bandar bin Ibrahim Alkhorayef has outlined plans to import raw materials and manufacture batteries using a mix of local and imported metals.

In parallel, Saudi Arabia is seeking to expand its footprint in international mining markets.

In January, Saudi officials and Chile’s state-owned miner Codelco began early-stage discussions on potential joint investments in the copper sector.

Saudi Arabia is also exploring lithium imports from Chile for domestic processing.

The country has also made strategic investments abroad through Manara Minerals Investment Co.—a joint venture between the Public Investment Fund (PIF) and Saudi Arabian Mining Company (Ma’aden).

In 2023, Manara acquired a 10% stake in Vale Base Metals, the $26 billion copper and nickel spinoff from Vale.

www.mining.com/saudi-arabia-and-us-to-sign-mining-deal/

https://x.com/AfricaMediaHub/status/1919649282782622109

 

[Scoota30]

"Felix, you don't hold the cards!"

 

[BEISHA]

A
@mute2 I see your passion , my frustration was the same for a few years , but , but now on my 4 marriage I have learnt to shut my mouth and not be baited from toxic people , stay calm mate

it took four marriages for you to learn to shut your mouth ?

Now thats what i call a expensive learning experience......

 

[Hudnut]

We seem to be focusing on the USA and DRC agreement and how much the US will pay for Manono, but what about the Chinese. What happens if we get to the court steps and the Chinese make an offer to good to refuse eg. $10b and AVZ accepts this offer and sells to the Chinese, giving China total control of Manono with no court case but legal ownership, what would happen then? This is a possibility. The US need to come up with a decent offer or China will get it.
Just my thoughts

And then the Chinese pull out somewhere during the takover, *after* we've had to make the takeover announcement and piss off US investors.
While they continue to mine.
Arseholes.

 

[whales]

"Felix, you don't hold the cards!"

View attachment 83949

That is an alternative view indeed.
I thought Felix is the only person that can avoid going to court by simply issuing a Predidential Decree awarding a ML to AVZ for the entire tenement with conditions .
Once this is awarded then AVZ can negotiate to US a take over.
Who would appose him FT as he can blanket it under Minerals for Security .
Zijin know they have no legal rights and would not follow a path to ICC as it would expose their corruption.
Should find out soon enough .
All Imo

 

[wombat74]

That is an alternative view indeed.
I thought Felix is the only person that can avoid going to court by simply issuing a Predidential Decree awarding a ML to AVZ for the entire tenement with conditions .
Once this is awarded then AVZ can negotiate to US a take over.
Who would appose him FT as he can blanket it under Minerals for Security .
Zijin know they have no legal rights and would not follow a path to ICC as it would expose their corruption.
Should find out soon enough .
All Imo

And after a deal is struck the Chinese will bring out a 1 Billion tonne high grade JORC for CDL . Chinese Chess .

 

[Goldenboy]

From Amovatio on the Crapper.

Danny, did you give any thought to the chronology of current and future events in relation to your statement? Why would AVZ walk away and cancel the legal proceedings when the Court hearing is scheduled to kick off in under 4 weeks? AVZ would lose its strategic advantage if it withdrew the legal proceedings before the ICSID without any form of confirmed settlement to our claim.
What would be the catalyst for a buyout/payout to occur when the USA hasn’t signed an Agreement with the DRC and there is no commitment from either party to include AVZ’S CLAIM in the settlement terms. KoBold metals and RIO would not be interested until the USA Administration has a formal legal commitment.
AVZ Lawyers and the ICSID judicial party are about to issue subpoena's on the DRC to ensure they have adequate time to arrange flights to the hearing.
The ICSID Hearing may not be a critical timeline on the agenda of the USA but you can bet it’s a high priority for the DRC.
Why hasn’t the DRC been more proactive in looking for a settlement? The answer is simple, they just don’t understand the context of International Law and don’t get the actions they orchestrated against AVZ were in fact illegal.
I don’t think they even understand the complexity of the organisation that has to happen for delegates from the DRC, Cominiere, Dathomir, Zijin Mining group and the President of the DRC all having to attend the Court Hearing to take the stand and answer questions from AVZ Lawyers to give context to the depth of corruption and fraudulent actions that caused AVZ's Mining Licence to be cancelled. I can see them all lining up one by one and throwing each other under the bus if the Court hearing is to go ahead.

The DRC is about to learn in a big way what is going to happen one way or another and very soon. Any agreement the DRC signs with the USA (before June) will most certainly include, the settlement terms AVZ has submitted under its claim before the ICSID Hearing or should the ICSID Hearing go ahead as scheduled the payment terms from the verdict decided upon from the ICSID including the totality of fines and sanctions that are handed down (2-3 months post hearing).
IMO the USA has already stipulated to the DRC and Rwanda they need to sign a Peace Deal asap before the USA will sign off on any Minerals deal. The Declaration of Principles which they both signed was a significant step they both signed for peace and prosperity in their regions More recently both regions submitted their terms to the USA administration for the Peace deal suggesting these ISSUES are of extreme importance.

The compelling date for the DRC, more importantly, is very soon (before June), not in a couple of months, so this is becoming very urgent for them and they seem to be moving quickly, with very good reason.
In President Trumps's first 100 days he suspended the payment of $4M in international AID to the DRC and Rwanda and said he would review this over the next 3 months. Well that time is about now so the USA is also using this as leverage.

If the price being paid to AVZ is going to come from USA financial sources or investment companies there is every reason for the DRC to get a settlement done with AVZ asap. The total investment being discussed with the USA including the Lobito corridor and other Mining projects for copper, cobalt, uranium and many other critical minerals on the USA agenda put the payout to AVZ as being relatively small.
Nigel and Piper lawyers are in the USA so we know their presence in country has significance and meetings/ negotiations we can assume are happening to bring about an amicable resolution.
AVZ SHS would all be hoping a settlement announcement is made very soon or we continue with our Claim before the ICSID.