AVZ Discussion 2022

[Skar]

With respect to Manono being locked up for years to come are there no possibilities of a TO during and after the ISCID cases?

Its a loaded question, anything is possible but realistically who wants to buy shares of an asset when the % ownership and pathway forward is unclear? So that rules out before/during UNLESS DRC Gov settle with us as part of a sale (which is Kobolds plan). So that only leaves after for a sale and again it requires DRC to acknowledge/allow a pathway forward.

I see three outcomes:

1. US-DRC peace deal reached, kobolds plan comes together we get compensated well.
2. US-DRC peace deal reached but kobolds does not compensate us enough or the BOD otherwise decides its not in shareholders interests, and we either go back to ISCID or are placed into the new US-DRC good governance "parallel system" (and/or get a better offer from Kobold or another US\Arab\G7 buyer willing to implement Kobolds framework with more compensation for AVZ).
3. US-DRC peace deal falls through and we continue ISCID (and mining with Cath is our only way forward). This would be a very bad outcome but its where we were last year.

 

[Xerof]

Still getting mentions in the American media cycle is a good sign imo.

Congo's coltan miners dig for world's tech — and struggle regardless of who is in charge

Nestled in the green hills of Masisi territory in Congo, the artisanal Rubaya mining site hums with the sound of generators, as hundreds of men labor by hand to extract coltan, a key mineral crucial for producing modern electronics and defense technology

abcnews.go.com

In recent weeks, two U.S. companies opened doors to production in the region. Nathan Trotter, a U.S. firm, signed a letter of intent with Rwanda-based Trinity Metals, which owns Rwanda's largest tin mine. And KoBold Metals, which uses Artificial Intelligence to further energy transition and is backed by billionaire Bill Gates, brokered a deal to buy Australia’s AVZ Minerals’ interest in Congo's Manono lithium deposits.

The US and DRC have 'brokered' an MOU for a security for minerals deal.

AVZ and Kobold have a NON-BINDING agreement. ( a bit like our agreement with CATH - it's not done until its done)

Kobold are obscenely overly-keen

 

[Uglybob]

The US and DRC have 'brokered' an MOU for a security for minerals deal.

AVZ and Kobold have a NON-BINDING agreement. ( a bit like our agreement with CATH - it's not done until its done)

Kobold are obscenely overly-keen

As long as the 'overly-keen' attitude continues into the 'fair compensation' stage then I'm good with it.

 

[Frank]

A bakers dozen and we push that button.


View attachment 84764

A bakers dozen and we push that button.

 

[cruiser51]

Interesting video Kobold from 36:50

https://x.com/i/broadcasts/1YqGookyyMvGv

The body language of the Kobold representative is interesting.

 

[Spikerama]

A bakers dozen and we push that button.

View attachment 84773


View attachment 84774

No need to shout Frank.

And stop fucking up my design.

 

[wombat74]

The body language of the Kobold representative is interesting.

I can only see her head .

 

[whales]

The body language of the Kobold representative is interesting.

She appeared frustrated that Kobold are ready to go ahead with the project but like us all waiting for the mining licence to be re issued to Dathcom .Felix is keen but now needs to act on restoring ML .

 

[cruiser51]

I can only see her head .

Ok I better rephrase, her head language was interesting.
I think she should have gone to the toilet before the interview.

 

[hedrox]

Good to hear from the horses mouth...

 

[ptlas]

Ok I better rephrase, her head language was interesting.
I think she should have gone to the toilet before the interview.

Either she has never been taught how to project the appropriate body language or she was so nervous that she forgot everything.
She was also unprepared, but that may be the same problem.
I felt that while vaguely answering the Q, she was more interested in promoting the company.

The head and eye movements were unforgivable from a management PoV. And made her appear untrustworthy
Her posture was similar to leaning forward into a propped up phone for Whats App. Surely not.
On that performance, she's not destined for the top.
And yes, I've studied body language.

 

[wombat74]

Good to hear from the horses mouth...
View attachment 84779

Where is this from ? He took down his LinkedIn account .

 

[Hodlandwin69]

Where is this from ? He took down his LinkedIn account .

Seems like that's the screenshot from a month ago. Doesn't seem new. Very happy to be corrected

 

[Winenut]

Good to hear from the horses mouth...
View attachment 84779

Reckon this is from months and months ago?

Strange to post it now

 

[hedrox]

Where is this from ? He took down his LinkedIn account .

actually not sure when he posted it ,after checking it again....it was only a screen shot on X.

 

[wombat74]

Either she has never been taught how to project the appropriate body language or she was so nervous that she forgot everything.
She was also unprepared, but that may be the same problem.
I felt that while vaguely answering the Q, she was more interested in promoting the company.

The head and eye movements were unforgivable from a management PoV. And made her appear untrustworthy
Her posture was similar to leaning forward into a propped up phone for Whats App. Surely not.
On that performance, she's not destined for the top.
And yes, I've studied body language.

Maybe she was jet lagged ? Food poisoning ? yada yada.....................
However I interpreted the DRC Lawyer as saying , all foreign investors need to bring very large brown paper bags stuffed with crisp US $100 bills . Playing by DRC rules . Wouldn't trust that dude as far I could throw him. imo

 

[wombat74]

actually not sure when he posted it ,after checking it again....it was only a screen shot on X.

Yeh it's old mate .

 

[wombat74]

actually not sure when he posted it ,after checking it again....it was only a screen shot on X.

A screen shot from who's feed . I can't find it

 

[Xerof]

A screen shot from who's feed . I can't find it

some fuckwit determined to undermine the whole process

 

[hedrox]

ICSID is our biggest trump card on the negotiation table...Kobold have to give an appropriate offer for Manano before ICSID starts, But honestly, if Kobold has to wait till court rulings are done...this will through a big brick between the US DRC mineral deal. I wouldn't expect that to happen..
But if you put yourself in Kobolds shoes, they still would have the same interest in purchasing Manano after ICSID rulings...
So...no hurry for Nigel....The best chess game I witnessed