AVZ Discussion 2022

[Rediah]

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Off to Perth for a totally work-related trip

I’ll be there this Tuesday and Wednesday and free in the evenings …

Those quads' feeling neglected, let me know if they need a service

 

[Flight996]

OmarsCominYo brings an interesting perspective to this deal.

While AVZ management is primarily focused on getting the best price for its 75% owned PR13359, what about the extension projects PR4029 and PR4030 that include visible pegmatites and additional prospective land. I understand that these extension projects are held 100% by AVZ Minerals, and there are no current disputes about their ownership or currency.

Is anyone aware if these are included in the deal for PR13359?

Cheers
F

 

[Frank]

This is the screenshot before they changed it

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https://x.com/_smogdaddy/status/1920960726128091477

 

[Frank]

https://x.com/Matt_Kilpatrick/status/1920614150117417372

https://x.com/KiengeKki/status/1920794179359141991

https://x.com/AshleeLaur39941/status/1920859216077594923

 

[BEISHA]

Stralia for Stralia, the yanks think the entire world is theirs, because they make bigger bombs.

The don had to be explained that Canada, same as the White House and Buckingham Palace, is not for sale.

He burped, farted and showed his false teeth in response, at the end of the day he is a show man overdosed on carotene.

Gotcha.

 

[Winenut]

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Gotcha.

Reckon they used to use it in a tanning product back in the day (1980’s) called “Orobronze” If people took it for long enough they turned a distinct shade of orange

 

[BEISHA]

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test test


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Now these are the two items i missed the most before we were all incarcerated !

 

[whales]

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https://x.com/_smogdaddy/status/1920960726128091477

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Thank you Frank
CEO Kurt certainly knows the potential of Manono and is excited to begin work once the ink drys.
Will he match that excitement with fair value to considering the wealth of its major shareholders.
IMO to put a hold on legal proceeding appears very positive outcome.

 

[Frank]

Thank you Frank
CEO Kurt certainly knows the potential of Manono and is excited to begin work once the ink drys.
Will he match that excitement with fair value to considering the wealth of its major shareholders.
IMO to put a hold on legal proceeding appears very positive outcome.

 

[BEISHA]

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https://x.com/schmi1000/status/1920760107383587289

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That bubble chart which doesnt represent the CDL drill campaign 12 - 18 months ago ........really needs to be sent to Kobald camp whilst in the thick of negotiations. Just demonstrates the enormous prize on offer .......

I am sure Nige has done so.

What a picture of beauty.

 

[Frank]

That bubble chart which doesnt represent the CDL drill campaign 12 - 18 months ago ........really needs to be sent to Kobald camp whilst in the thick of negotiations. Just demonstrates the enormous prize on offer .......

I am sure Nige has done so.

What a picture of beauty.

 

[BEISHA]

My take away from that interview . Deals pretty much done .

Agree, Kurt sounds very confident.

 

[Frank]

Kobold frothing over something WE, as a company and shareholders, took all the financial risk to uncover and prove up, only to have years of our own high levels of excitement and dreams at the time (and great relief at being fortunate enough to have been able to take those risks in backing the delineation of such a globally important resource) brutally crushed by corruption and staggering amounts of subterfuge. Like many, I've been holding for almost 9 years now, with my first tentative buy in December 2016, and the effects on my own health and financial situation from being dragged through this unwarranted and, frankly, incomprehensibly outrageous process, have been dire (and RIP John). Call me naive but this last decade has really put a dent in my faith in human nature that this is one aspect of how our global society works, with so many of the bigoted and corrupt getting away with their callous greed and self absorbed behaviour, at the expense of the most vulnerable on the ground in their own countries.

It should be of absolutely no surprise to AVZ shareholders that Kobold will be doing backflips at the idea of getting to be involved in developing the Manono project area, with, as we know, Roche Dure being the apparent jewel in the crown....because that is how we all felt after taking large amounts of early risk to invest in such exploration and having it turn out to be one of those few explorers that comes up Trumps (pun intended) with a globally vital resource. With the current geo political climate I don't believe that the importance of the scope of the Manono/Kitolo pegmatite system can be over-stated, politically or industrially, nor economically and socially for the communities in the Tanganyika Province.

By every reasonable international business and ethical yardstick, given the legitimate processes our company has followed in good faith throughout the last decade, and the enormity of risk we took in the early days, WE should be in the driver's seat developing the Manono Project...the entirety of the original PR13359, as well as the potential extension projects surrounding it (PR 4029 and PR 4030).

If Kobold/US Government want to now slide in and take the vast majority of the profits that will be generated by development of the Manono/Kitolo project area, based entirely on OUR years of discovery risk, hard work and following of all appropriate international business and mining codes, then we need to be very significantly compensated.

What figure do you put on 9 years of this difficult a journey and the turmoil and weight we have all had to endure from such nefarious actions outside of our control. Personally it's hard to quantify, but will rancour without a distinctly rewarding financial compensation for ALL holders of AVZ, for being effectively forced to relinquish a lifetime of dreams and hopes that came from being a part of the Manono development story for nearly a decade and is now finally on the cusp of becoming a tangible financial reality for whichever group takes the project forwards ....a story OUR company, AVZ, uncovered, proved up and took to the world stage, a story OUR company SHOULD be entitled to see through to the profit-sharing production stage if there was any justice for what we've been dragged through.

That loss of a lifetime of potentially generational opportunity and financial betterment is a bitter, bitter pill to swallow and one that will only, personally, be made vaguely palatable by very significant payment in compensation.

That loss of a lifetime of potentially generational opportunity and financial betterment is a bitter, bitter pill to swallow and one that will only, personally, be made vaguely palatable by very significant payment in compensation.

Does that include those delicious Dividends we were hopin' for $$$

 

[cruiser51]

That bubble chart which doesnt represent the CDL drill campaign 12 - 18 months ago ........really needs to be sent to Kobald camp whilst in the thick of negotiations. Just demonstrates the enormous prize on offer .......

I am sure Nige has done so.

What a picture of beauty.

The serenity is mind boggling, I would say they will finish with a super pit, with a looking platform, like Kalgoorlie.

 

[BEISHA]

Seriously, I am in awe of the shareholder hivemind here. You would have to be of a high intelligence of stupid (a compliment ..... ) to try to do the wrong thing by shareholders of this company. Anytime anything is posted on the web or announced anywhere, it is vetted, parsed for truthfulness, and tested for reliability within minutes.

I have said many times, TSE is the place for intel , respectful posting and swift extraction of trolls

That has been consistent throught this long arduous 3 yr journey.

AVZ TSE is in a league of its own.

 

[BEISHA]

They haven't bought it yet, but planning to buy it...
They might still have to go cap in hand to get the mula

I don't know who keeps them in check, could be Nigel with his tackling technique.

This is the latest fresh update from 3 hours ago.
https://x.com/KoBold_Metals
KoBold Metals

@KoBold_Metals
·
3h


KoBold Metals CEO Kurt House spoke with BBC World Service about the company’s planned investments in the DRC.

You definitely get the impression reading Kobald website that they are the conduit for US bidding of critical mineral projects.

US finally seeing the light that they need to be proactive in fighting back against china dominance.

Biden was integral in the lobito corridor initiative, now Trump following thru and executing the deals.

imo

 

[Skar]

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I expect the framework for a sale price range has been agreed to, not the exact price there are still too many variables. I think the DRC will need to agree to 1. Immediate ML obviously, 2. Zinjin/cominiere keep the 60:40 split in the north and in exchange cominiere is completely out of the south, kobold gets 100% of it as part of AVZ selling commercial interest to them. 3. SEZ conditions.

At no point in any of the messaging has Kobold tried to downplay or sell short what they are buying. I think there is a ceiling sale price that has been agreed to and a floor price and now its about negotiating out all the details to see exactly where in that range it will be.... I think thats why AVZ are saying non-binding and Kobold are saying hold my beer we got this.

I forgot about 4. Cath made whole probably an offtake.

 

[Doc]

I expect the framework for a sale price range has been agreed to, not the exact price there are still too many variables. I think the DRC will need to agree to 1. Immediate ML obviously, 2. Zinjin/cominiere keep the 60:40 split in the north and in exchange cominiere is completely out of the south, kobold gets 100% of it as part of AVZ selling commercial interest to them. 3. SEZ conditions.

At no point in any of the messaging has Kobold tried to downplay or sell short what they are buying. I think there is a ceiling sale price that has been agreed to and a floor price and now its about negotiating out all the details to see exactly where in that range it will be.... I think thats why AVZ are saying non-binding and Kobold are saying hold my beer we got this.

Ceiling is 10B
Floor is 9.8B

 

[Thaz]

Don't forget, arcadium lithium was acquired for 6.7bn... this was for 200k tonnes /yr ...


From memory, avz was planning on doing 700k per year?

6.7bn/200k X 700k X 75% = 17.5bn.

That's rough back of envelope calculations.

This isn't even factoring quality and the north.

 

[Spikerama]

It's still Twenty Two. Unless an announcement is due.