AVZ Discussion 2022

hedrox

Regular
You reckon? If you take the KoBold announcement in face value I’d agree. But AVZ released a follow up that was fairly clear a move setting up guardrails with clear mentions of non binding agreement.

I think KoBold were using its media sway to assert pressure on the AVZ board and DRC Government for self interest reasons. The good old “you’re so close to the holy grail all you have to do is reach out and grab it” temptation move. I think Nigel and board have taken it on board, Processed it, and keeping quiet as they negotiate further. They ain’t gonna bend over at the 12th hour when AVZ hand is the strongest it’s ever been!
Who said that Nigel is not in contact with Mr Pei as well. Nigel wouldn't talk about that in public I guess. ..
But this could be a reason that the negotiations between Kobold and AVZ are not binding.
I still believe their is more interest in Manano then we know of...imo
 
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Frank

Top 20
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*To remind,

Trump senior Africa adviser discussed peace plan with Rwanda, Congo leaders

President Donald Trump's senior adviser for Africa said on Thursday he spoke with the presidents of Rwanda and Democratic Republic of Congo about a draft peace deal this week, as Washington seeks to end a decades-long conflict in the region.

The United States is awaiting final feedback due this weekend from Rwanda and Congo on the draft agreement, Massad Boulos told Reuters in an interview in Washington.

The Trump administration, which has sought to strike peace accords in multiple regions and prioritized U.S. access to critical minerals, has been seeking to end the conflict in a region rich in tantalum, gold, cobalt, copper and lithium.

He added that there may still be amendments, but he hopes it can be concluded in coming weeks.


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Winenut

Go AVZ!
Looking forward to the weirdos moving on over the weekend so we can get back to discussing AVZ in a reasonable fashion

Man there's some emerged nut jobs on the scene lately.......

Wonder what that means????.....:unsure:
 
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You reckon? If you take the KoBold announcement in face value I’d agree. But AVZ released a follow up that was fairly clear a move setting up guardrails with clear mentions of non binding agreement.

I think KoBold were using its media sway to assert pressure on the AVZ board and DRC Government for self interest reasons. The good old “you’re so close to the holy grail all you have to do is reach out and grab it” temptation move. I think Nigel and board have taken it on board, Processed it, and keeping quiet as they negotiate further. They ain’t gonna bend over at the 12th hour when AVZ hand is the strongest it’s ever been!
Who said that Nigel is not in contact with Mr Pei as well. Nigel wouldn't talk about that in public I guess. ..
But this could be a reason that the negotiations between Kobold and AVZ are not binding.
I still believe their is more interest in Manano then we know of...imo
KoBold would be absolute morons to put out that announcement unless valuation was agreed

There’s still a lot of regulatory water to go under the bridge and the potential of a higher offer by another party which is why it is non-binding. The key issues are obviously Dathomir 15% and FROR 15% to keep Omni Brideway at bay if the price is below all time high. Also the fat cat in Kinshasa has to sign off on it which will only happen if the minerals for security deal with the gringos is finalised imo
 
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Xerof

High Hopes 1994


Come on team, the avatar, and the doxxing tells us what to do
 
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M.Bison

Regular
What did we do to deserve the absolute freakshows that turn up here.
 
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bloke383

Regular





The US faces an unprecedented national economic and security challenge, namely securing its critical mineral supplies without going through foreign adversaries. To obtain this in considerable quantities, with a view to reducing their dependence on China, mainly towards China, then becomes an objective to be achieved. This justifies the strategic partnership around the finality of the US and the DRC, which aims to ensure a secure supply of essential resources, including cobalt, copper, coltan, and lithium, in return for securing the eastern part of the DRC. However, the agreement tests Kinshasa to the test of good mining governance and the transparency required by Washington, which engages US private companies.
The US’s needs for strategic and critical minerals are more than obvious. The decree aimed at strengthening national security and economic resilience through targeted measures on these minerals strongly reaffirms this forcefully. He also unveils the “Thirstist” vision of an Africa rooted in shared economic opportunities, not conflicts, alluding to the war that the DRC has been experiencing for thirty years, a country that is replete with the quantity of minerals and is the object of no other lust. As a result, the agreement on minerals against security and development between Washington and Kinshasa, which is being finalized and is expected to boost the agreement between Congo and Rwanda, is set at a timely level.
In this dynamic, the US encourages US private-sector investors to storm the DRC for the exploitation of the above-mentioned minerals that its Hi-Tech industry needs. In other words, the Trump administration supports US private-sector companies, for which it is clearing the ground, to untie the cordon of their stock exchanges to invest in the Congolese mining sector, naturally through the Congolese private companies with which they will enter into partnerships.
For a win-win partnership, the senior adviser to the US President for Africa, Mr. Boulos, has not gone four paths to focus on the values that should govern this strategic partnership: good mining governance and transparency. This puts the Congolese government to the test, which some members are tired of excelling in a risky approach to public management to satisfy their petty interests.
As it emerges, the road is drawn and there are no other alternative schemes. This is to say that, under this deal, agreements of the kind of those formerly signed with Primera Gold and Primera Metal who, after having made the headlines, have failed to discourage and cannot be reissued. In the present case, mining concessions may not be taken in good form from third parties in order to dispose of them in favour of the deal or to seek to dispossess the owners of the mining titles by tripling to the mining Cadastre (CAMI).
The case of the Australian AVa Metals in a business relationship with the American KoBold Metals for the development of the Manono lithium deposit in the province of Upper Lomami, in the former Katanga, must serve as a lesson with the dispute between the ATA Metals-Comminière dispute, the outcome of which is known before the Court of Arbitration. The mining titles were at the centre of this dispute, namely the obtaining by Comminière of the extension of PR 13359 on its behalf with the CAMI, as well as the division of the PR formerly belonging to AV- Metals.
The Americans are thus calling for good governance and transparency, among other things, in the management of mining titles. However, if they carry the specifications of their private companies under this deal, the fact remains that the Congolese private mining companies with which the Tshisekedi Government will play to implement the agreement are, until then, a conundrum. Yet these should be inventoried and prepared to play effectively to bring the benefits of this partnership to the Congo.
To tell the truth, the Trump administration seems to have no time to lose. There is certainly progress, Mr Boulos, who revealed on Thursday 15 May that the preliminary draft of the peace agreement was sent to Presidents Tshisekedi and Kagame with whom he exchanged on the phone. On the other hand, Robert Friendland, founder and co-founder of Ivanhoe, whose company is the largest mining investor in the Lobito Corridor and is playing an increasingly central role in the formation of mineral supply chains across Africa and beyond, met US President Donald Trump and Saudi Crown Prince in Riyadh this week. There is no doubt that the issue of Congo was raised during the high-level gathering in Saudi Arabia, which highlighted the global focus on strategic mineral corridors and investment in infrastructure. As a reminder, the Lobito corridor asserts itself from being ready to connect Africa to the rest of the world.
In the process, the Rwanda-based mining group Trinity Metals signed a letter of intent during the week ending with the American company Nathan Trotter, one of the American leaders in tin refining and distribution. A first-step initiative towards the development of a supply chain for this ore to the US.
Affirming the largest tin mine in Rwanda, which houses more than 54,000 tons of minerals in Rutongo, north of Kigali, Trinity Metals, majority owned by Dublin-based Techmet, had already approached the United States last year by obtaining a USD 3.8 million fund from DFC, a US government development finance agency.
He plans to keep the top of the pipeline in the future, which seems like a propaganda action, since Alphamin resources, with its mine from Bisie to Walikale, produced 17,324 T of tin in 2024, compared to 12,568 T in 2023. The forecast is 17,500 T in 2025 following the known inconvenience with the rebel attacks against 20,000 T initially. These three years of Alphamin Resources production represent the reserves of the Rwandan mine in Rutongo.
The turmoil in Rwanda means that another era is coming. The Tshisekedi government, as well as Congolese companies, must be alert and vigilant so that they are not made of speed and thus find themselves in a vice.

From above
The US faces an unprecedented national economic and security challenge
The US’s needs for strategic and critical minerals are more than obvious
.
To tell the truth, the Trump administration seems to have no time to lose

Our friend AugustV on X stated "The US is not desperate for anything in this world."
He may need to reconsider .
 
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Skar

Regular
Its interesting I just watched a fast markets interview talking about lithium price expected to recover in 2027.... I wonder what impacts Manono coming online 27-28 would have.
 
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Spikerama

Regular
What did we do to deserve the absolute freakshows that turn up here.

I thought bison are supposed to have thick skins.
 

Frank

Top 20
DRC-US Deal on Critical Minerals: Kinshasa Put to the Test of Good Mining Governance and Washington's Transparency

The United States faces an unprecedented economic and national security challenge: securing its supply of critical minerals without relying on foreign adversaries.

Obtaining them in considerable quantities, with a view to reducing its dependence primarily on China, is therefore becoming an absolute must.

This justifies the strategic partnership around these minerals currently being finalized between the US and the DRC; this agreement aims to guarantee a secure supply of essential resources, notably cobalt, copper, coltan, and lithium, in exchange for securing eastern DRC.

However, the said agreement puts Kinshasa to the test of good mining governance and transparency demanded by Washington, which involves American private companies.

The US needs for strategic and critical minerals are more than evident.

The executive order aimed at strengthening national security and economic resilience through targeted measures on these minerals strongly reaffirms this.

It also reveals the "Trumpist" vision of an Africa rooted in shared economic opportunities, not conflict; a reference made in particular to the thirty-year war in the DRC, a country abundant in these minerals and a coveted commodity like no other.

Therefore, the minerals-for-security-and-development agreement between Washington and Kinshasa, which is currently being finalized and is expected to boost the peace agreement between Congo and Rwanda, is timely.

In this context, the United States is encouraging American private sector investors to target the DRC to exploit the aforementioned minerals, which are so desperately needed by its high-tech industry.

In other words, the Trump administration is, through this approach, supporting American private sector companies, for which it is clearing the way, to loosen their purse strings to invest in the Congolese mining sector, naturally through Congolese private companies with which they will establish partnerships.

With a view to achieving a win-win partnership, the US President's Senior Advisor for Africa, Mr. Boulos, has been unapologetic in emphasizing the values that must govern this strategic partnership: good mining governance and transparency.

This is thus putting the Congolese government to the test, some of whose members tirelessly excel in a risky approach to public management to satisfy their narrow interests.

As it appears, the path is clear and there are no other alternative plans.


This amounts to saying that, within the framework of this deal, agreements like those previously signed with Primera Gold and Primera Metal, which, after making headlines, failed, should be discouraged and cannot be repeated.

In this case, mining concessions properly belonging to third parties cannot be taken and sold for the benefit of the deal, or attempts to dispossess the owners of mining titles by tampering with the Mining Registry (CAMI).

The case of Australian AVZ Metals, currently doing business with American KoBold Metals for the development of the Manono lithium deposit in the Haut Lomami province of the former Katanga, should serve as a lesson, along with the AVZ Metals-Comminière dispute, the outcome of which is now known before the Court of Arbitration.

Mining titles were at the center of this dispute, namely Comminière's obtaining the extension of PR 13359 in its name from CAMI, as well as the spin-off of said PR, which formerly belonged to AVZ Metals.

The Americans are thus calling for good governance and transparency, among other things, regarding the management of mining titles.


However, while they are responsible for the specifications of their private companies within the framework of this deal, the Congolese private mining companies with which the Tshisekedi government will work to implement this agreement remain, so far, an enigma.

However, they should be inventoried and prepared to play effectively to ensure that Congo benefits from this partnership.

In truth, the Trump administration seems to have no time to waste.

Things are surely moving forward, according to Mr. Boulos, who revealed on Thursday, May 15, that the preliminary draft of the peace agreement has been sent to Presidents Tshisekedi and Kagame, with whom he spoke by telephone.

Furthermore, Robert Friendland, founder and co-founder of Ivanhoe, whose company is the largest mining investor in the Lobito Corridor and plays an increasingly central role in shaping mineral supply chains across Africa and beyond, met this week with U.S. President Donald Trump and the Saudi Crown Prince in Riyadh.

Undoubtedly, the Congo issue was discussed during this high-level meeting in Saudi Arabia, which underscored the global focus on strategic mineral corridors and infrastructure investment.

As a reminder, the Lobito Corridor boasts of being ready to connect Africa to the rest of the world.

In the wake of this, the Rwanda-based mining group Trinity Metals signed a letter of intent this past week with the American company Nathan Trotter, one of the leading American companies in tin refining and distribution.

This initiative represents a first step toward developing a supply chain for this mineral to the United States.

Claiming to own Rwanda's largest tin mine, which contains more than 54,000 tons of ore in Rutongo, north of Kigali, Trinity Metals, majority-owned by Dublin-based Techmet, had already approached the United States last year by securing a $3.8 million fund from the DFC, a U.S. government development finance agency.


He believes he will hold the upper hand in the sector in the future, which appears to be a propaganda move, given that Alphamin Resources, with its Bisie mine in Walikale, produced 17,324 tons of tin in 2024, compared to 12,568 tons in 2023.

The forecast is for 17,500 tons in 2025 following the inconveniences experienced with the rebel attacks, compared to an initial 20,000 tons.

These three years of production from Alphamin Resources represent the reserves of the Rwandan mine in Rutongo.

The unrest in Rwanda signifies that another era is coming.

The Tshisekedi government, as well as Congolese companies, must be alert and vigilant to avoid being caught out and finding themselves in a vice.


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Deepp

Member
Who said that Nigel is not in contact with Mr Pei as well. Nigel wouldn't talk about that in public I guess. ..
But this could be a reason that the negotiations between Kobold and AVZ are not binding.
I still believe their is more interest in Manano then we know of...imo
Also, we have mou for 49% downwards processing with CATH. Avz may sell mining and return 50% capital to share holder and invest 50% back with CATH for 49% stake. Just my thoughts.
 
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Frank

Top 20
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The Significance of the Manono Lithium Project

Manono !!!.jpg


KoBold's entrance into the Manono lithium project in southeastern DRC represents a strategic coup in the global race for battery metals.

This massive deposit is considered one of the world's largest hard rock lithium resources, with estimated reserves of 669 million tonnes of lithium-bearing ore.


What makes Manono particularly valuable:

Scale: Its sheer size places it among the top three global lithium deposits with Thacker Pass (USA) and Greenbushes (Australia)Quality:

High-grade spodumene with favorable extraction economics

Strategic location: Positioned in Central Africa's mineral-rich copper belt

Development potential: Capacity to produce an estimated 1.2 million tonnes of lithium carbonate equivalent annually at full operation

The project's development timeline projects initial production by 2028, with

KoBold committing a substantial $1 billion investment for infrastructure and mining operations.

Kobold planning to compensate AVZ for the Northern part of Manono

Kobold under the AVZ-Kobold framework to make an offer for the Southern part of Manono


This timeline positions Manono to enter production just as global lithium demand is projected to triple from current levels, driven primarily by electric vehicle battery manufacturing.

"Manono could supply up to 15% of global lithium demand by 2030, making it a cornerstone asset in the clean energy transition," according to mining industry analysts.

Sticking with AU$4.08 on back of -

A. A$2.5b for compensation on the northern side

B. A$9b for southern and hence overall approx. $A11.5b sale of Manono.


This won't relist and effective shareholder distribution of 'return of capital'.

Good luck all on Manono amongt the top 3 lithium projects in the world....

Won't go cheaply given Trump coming in securing Congo...he wants this deal.

I do deals, Trump does deals and it's one big year of USA deal-making...

Trade war deals, Greenland deal, Ukraine deal, DRC deal...yep

DRC in amongst the global Trump deals...won't go cheap

The Avenger​


*To remind,

The Trump administration, which has sought to strike peace accords in multiple regions and prioritized U.S. access to critical minerals, has been seeking to end the conflict in a region rich in tantalum, gold, cobalt, copper and lithium.



@KoBold_Metals.png


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whales

Regular
View attachment 84646

The Significance of the Manono Lithium Project

View attachment 84649

KoBold's entrance into the Manono lithium project in southeastern DRC represents a strategic coup in the global race for battery metals.

This massive deposit is considered one of the world's largest hard rock lithium resources, with estimated reserves of 669 million tonnes of lithium-bearing ore.


What makes Manono particularly valuable:

Scale: Its sheer size places it among the top three global lithium deposits with Thacker Pass (USA) and Greenbushes (Australia)Quality:

High-grade spodumene with favorable extraction economics

Strategic location: Positioned in Central Africa's mineral-rich copper belt

Development potential: Capacity to produce an estimated 1.2 million tonnes of lithium carbonate equivalent annually at full operation

The project's development timeline projects initial production by 2028, with

KoBold committing a substantial $1 billion investment for infrastructure and mining operations.

Kobold planning to compensate AVZ for the Northern part of Manono

Kobold under the AVZ-Kobold framework to make an offer for the Southern part of Manono


This timeline positions Manono to enter production just as global lithium demand is projected to triple from current levels, driven primarily by electric vehicle battery manufacturing.

"Manono could supply up to 15% of global lithium demand by 2030, making it a cornerstone asset in the clean energy transition," according to mining industry analysts.

Sticking with AU$4.08 on back of -

A. A$2.5b for compensation on the northern side

B. A$9b for southern and hence overall approx. $A11.5b sale of Manono.


This won't relist and effective shareholder distribution of 'return of capital'.

Good luck all on Manono amongt the top 3 lithium projects in the world....

Won't go cheaply given Trump coming in securing Congo...he wants this deal.

I do deals, Trump does deals and it's one big year of USA deal-making...

Trade war deals, Greenland deal, Ukraine deal, DRC deal...yep

DRC in amongst the global Trump deals...won't go cheap

The Avenger​


*To remind,

The Trump administration, which has sought to strike peace accords in multiple regions and prioritized U.S. access to critical minerals, has been seeking to end the conflict in a region rich in tantalum, gold, cobalt, copper and lithium.



View attachment 84647


View attachment 84648
Like the positivety of avenger post but we're does it specifically say Kobold will compensate AVZ for the Northern Section ...of 13359 ?
 
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whales

Regular
Nowhere. That part is made up. Reality is too hard for some people. Think of it like telling a relaxing bed time story to a special needs child.
But you cannot dispute the reality of
US investing 500 billion in the lobito corridor
Minerals for security deal
US heavily investing in critical minerals such as lithium and " Don't forget the tin " which Manono is a major tier 1
MOU signed by AVZ with Kobold just waking for the ink to dry
Do you think the reality of Kobold billion backers with Trump pressuring to obtain a strategic entrance into mining within the DRC for many years will be decided by a cheap T/O .?
The reality is just working on a fair value not that AVZ will not receive compensation
Ink is about dry with the Rwander /DRC signing of the peace accord then IMO will have further details regarding T/O
What is your reality?
 
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cruiser51

Top 20
Screenshot 2025-05-17 at 13.26.27.png
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Xerof

High Hopes 1994
If you don't get rid of your insulting avatar, three of us will simply keep wiping you off the threads. Have you noticed all your posts have a longevity of around 30 minutes

And all of a sudden your certainty has become a little vague. Show us the reports, and the detail of what might be negotiated for compensation, and what's happened to the 'reported' royalties

You're full of shit IMO
 
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JNRB

Regular
But you cannot dispute the reality of
US investing 500 billion in the lobito corridor
Minerals for security deal
US heavily investing in critical minerals such as lithium and " Don't forget the tin " which Manono is a major tier 1
MOU signed by AVZ with Kobold just waking for the ink to dry
Do you think the reality of Kobold billion backers with Trump pressuring to obtain a strategic entrance into mining within the DRC for many years will be decided by a cheap T/O .?
The reality is just working on a fair value not that AVZ will not receive compensation
Ink is about dry with the Rwander /DRC signing of the peace accord then IMO will have further details regarding T/O
What is your reality?
Lol that post got taken down pretty quickly.
Only briefly existed in this reality.
 
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Mute22

Regular
 
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Samus

Top 20
Yep but who will have the last laugh when millions of my shares bought for 4c and under and ATH is still approaching $10 million payout for me?

Disappointment for those trolling me and success for me
You've got problems buddy.
Pathological behavioral issues.
Might want to seek help!
 
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