AVZ Discussion 2022

[Uglybob]

It's important to remember here that the US aren't coming in to save the day from a position of power. The Trumpster fire started a trade war with China without ensuring they had a good supply of everything they need first. US have no rare earth metals. China does.

The DRC deal is about more than just Li for the US, it's about sourcing a bunch of different stuff that China won't sell them any more.
Trump won't admit he screwed up so it'll be interesting to see what he'll do to make this happen in their favor, but end of the day if China offer more than Kobold, AVZ goes to them.

It comes down to business sense, not emotional warm and fuzzy feelings. I hate to say it, but China (Cath) has begrudgingly come to our aid to help fight off Kobold and the DRC so far. Without them I think we'd be in a worse spot than current. It'll be interesting to see where this lands.

 

[ptlas]

What is the delaying court tactic going to achieve at this hour? It’s not going to get the case thrown out or delayed weeks/months? Just seems an easy way to piss money up the wall in lawyer fees.

Zijin is continuing to prepare the north for production.
So the Chinese will not stand still, but delay and frustrate AVZ and the west while hoping for a miracle.
DRC will be receiving paper bags from alternative sources.
Plenty of mining in the country.
Normal service.

 

[Skar]

It's important to remember here that the US aren't coming in to save the day from a position of power. The Trumpster fire started a trade war with China without ensuring they had a good supply of everything they need first. US have no rare earth metals. China does.

Trump receives a lot of flack but he is very shrewd. China just settled with very favourable terms on the Tarriff situation.

The critical mineral supply is what they are sureing up now... it will take time to get up and running but its also on the G7 radar now too. Would be good to find a decent exit soon but its not the only (or last) good exit left. Once China supply dominance is disrupted they cant keep manipulating mineral price like they have which opens up more economic opportunity for western miners (everyone doing it tough now).

 

[cruiser51]

Zijin is continuing to prepare the north for production.
So the Chinese will not stand still, but delay and frustrate AVZ and the west while hoping for a miracle.
DRC will be receiving paper bags from alternative sources.
Plenty of mining in the country.
Normal service.

If you wish to operate in the DRC, compete with the Chinese and not be willing to be part of the bribing game, it is like having both arms tied behind your back and your legs in ankle chains.

Australian companies involved in overseas bribing get punished in Australia, if found out.
Chinese companies, especially state owned, don't have to deal with that inconvenience. So the trick for Australian companies is don't get found out, but the Chinese will dob you in anyhow.
So it is not really a level playing field.
I have been surprised AVZ has been able to get this far without losing any of their Australian team members, while playing with a straight bat.
Beside of huge lips and lenny of course, but they can be considered as (ex)samples without any further value.

 

[wombat74]

Lets not forget Nigel put his signature on this . MOU or not . Point number 5 stands out :Working at all possible speed to conclude the commercial agreement .

 

[Skar]

Australian companies involved in overseas bribing get punished in Australia, if found out.
Chinese companies, especially state owned, don't have to deal with that inconvenience. So the trick for Australian companies is don't get found out, but the Chinese will dob you in anyhow.
So it is not really a level playing field.

Exactly... https://www.csis.org/analysis/g7-cooperation-de-risk-minerals-investments-global-south

"with raw materials shipped back to China for processing. China then leverages its market power to manipulate commodity prices and restrict exports, making it increasingly difficult for Western companies to compete and attract private capital."

"The scale of capital required to create resilient supply chains is insurmountable by a single country. Figures for the cost of mineral investments needed for energy alone range from $590 billion to upwards of $2 trillion by 2040. Yet in 2023, G7 countries collectively committed just $13 billion to domestic and international critical mineral initiatives—an amount that falls drastically short.

A well-structured G7 Critical Minerals Investment Fund that pools capital from all seven nations towards high-priority projects can help de-risk projects, provide much-needed capital, incentivize private investment, and ensure guaranteed offtake of materials to G7 countries can counter the dominance of adversaries in the global minerals industry."

This is what I mean when I say, its on the radar.

 

[Skar]

Lets not forget Nigel put his signature on this . MOU or not . Point number 5 stands out :Working at all possible speed to conclude the commercial agreement .
View attachment 84363

For the benefit of all.... maybe we will get a juicy royalty after all.

 

[Dazmac66]

The following is from chat gpt, it explains what I was thinking when reading point 5. It also invokes the word that cannot be spoken amongst long term AVZ holders for fear of jinxing the whole shit show further! A deal is indeed imm.....!



The word **"the"** in the statement *"Working at all possible speed to conclude **the** commercial agreement"* plays a significant grammatical and contextual role. Here's the analysis of its importance:

### 1. **Definiteness and Specificity**

* **"The"** is a definite article. It signals that the **commercial agreement** being referred to is a **specific, identifiable** one, known to both the speaker and the audience.
* Without "the", if it said *"a commercial agreement"*, it would suggest **any** agreement, not a particular one.
* This implies that discussions, negotiations, or references to this agreement have already taken place, making it a **known entity**.

### 2. **Legal or Formal Context**

* In commercial or legal language, definite articles often imply **formal recognition**. "The commercial agreement" might refer to a **drafted or soon-to-be-signed document**, reinforcing its **official status**.

### 3. **Implication of Urgency and Focus**

* Using "the" suggests that **all current efforts** are focused on **one specific task** — finalizing **that** particular agreement.
* This narrows the scope, implying **priority and urgency** in completing that exact agreement.

### Summary

The word **"the"** indicates specificity, formal recognition, and focused urgency. Its use shapes the reader’s understanding of the sentence, signaling that the commercial agreement is not just any agreement, but a known and significant one, central to the action described.

 

[Stockinvesting]

The ICSID is a non starter IMO . I'm expecting Kobold to tweak their offer to get a deal done ASAP . Kobold nuppty on YouTube was almost blowing his load with excitement .

I agree Wombat. Every chance IMO.

 

[Retrobyte]

For the benefit of all.... maybe we will get a juicy royalty after all.

Maybe - but Kobold aren't listed so that would be interesting

 

[cruiser51]

For the benefit of all.... maybe we will get a juicy royalty after all.

Shares in Kobold could be a good alternative.

 

[Flight996]

And today there's this...

Ref:

DRC/Rwanda : Tensions mount over Trump's roadmap to end war in the east

The US president is aiming for the swift signing of agreements with Kinshasa and Kigali to bring peace in the DRC. But behind the scenes, negotiations are stalling on several points.

www.africaintelligence.com

Probably just 11th hour posturing by both sides in order to get the best negotiated deal.

Unfortunately, I do not have a subscription (US$1,226, AU$1,915/yr online only access), and the usual paywall bypass tools are not useful for this website.

Cheers
F

 

[LOCKY82]

Shares in Kobold could be a good alternative.

Ceo mentions going public in 3 to 5 years

 

[cruiser51]

Shares in Kobold could be a good alternative.

 

[PhatCatz]

For the benefit of all.... maybe we will get a juicy royalty after all.

What would a juicy royalty look like though? 1.5 to 2 % is what I’ve seen popped up. A percentage of what? Revenue? What would that look like in dollar terms?

 

[Samus]

We should also not forget the Chinese have ALREADY made an initial offer:

- Chip-in a huge chunk of cash to develop the project in return for a 30% stake and offer AVZ earn-in potential for further dow stream processing. As long as they get all the product.

It's on the Americans now to stump up a counter-offer that beats this. China may well offer their own total buyout after that, but they at least have made an offer to get this project moving in a way that's still attractive to AVZ holders

What was the Chinese offer again?
We'll steal it all for nothing

 

[Doc]

What was the Chinese offer again?
We'll steal it all for nothing

Well they half way there

 

[ptlas]

The shame

 

[ptlas]

The shame

 

[llhtom]

The shame




View attachment 84372

Don't post unless you reached the top. I guess that why you didn't get any special mention from Frank...just jk.