AVZ Discussion 2022

[cruiser51]

That curriculum may need to be revised soon. Word is that Xi is on the way out...

Maybe Xi is only allowed to talk with Trump and go on jolly trips, to stop China losing face internationally, or maybe it is just feel good, fake news.....

June 5, 2025, 9:05 PM GMT+8 / Updated June 6, 2025, 1:25 AM GMT+8
By Rob Wile and Evelyn Cheng, CNBC

President Donald Trump and Chinese President Xi Jinping held a phone call Thursday amid ongoing tensions between the two superpowers — with a new in-person meeting planned soon.
Chinese state media and the Chinese foreign ministry said the call happened at the White House's request.
The Chinese foreign ministry said Thursday morning that the call was ongoing as of 9 a.m. ET.

In a Truth Social post just before 11 a.m., Trump said the call lasted about 90 minutes, but provided few details about it other than that it focused on trade.
He said a meeting will now be held "shortly" between representatives from the two nations at a location to be determined.
It’s the first known call between the two leaders in Trump’s second term, though the two spoke in January before Trump’s inauguration.
Trump had posted to social media early Wednesday to air his frustrations with how the conversations between the U.S. and China have been going.
“I like President XI of China, always have, and always will, but he is VERY TOUGH, AND EXTREMELY HARD TO MAKE A DEAL WITH!!!” Trump wrote at 2:17 a.m.
The U.S. and China have been locked in a heated trade war since the early days of Trump's second administration, with volleys of tariffs and retaliatory tariffs ratcheting up duties on billions of dollars’ worth of goods.

The current tariff level on Chinese imports brought into the U.S. is at least 30%.
That's down from the 145% punitive level Trump had imposed until a handshake agreement in Geneva last month led to a mutual stand-down that also saw China reduce its duties on U.S. imports down to 10% from 125%.
But tensions heated up again Friday after Trump accused China of violating the Geneva understanding, though without adding many specifics.
That prompted China to level a similar accusation against Trump on Monday.
A China spokesperson said Xi emphasized on the call that his nation has “ earnestly implemented” the Geneva agreement and that the U.S. should “revoke its negative measures against China.”

Trump remains fixated on closing America's trade deficit with China, which is the difference between how much the U.S. imports from China versus how much it exports.
On Thursday, fresh data showed the gap dropped sharply in April — with the deficit with China declining to $19.7 billion, the lowest level since March 2020.

"The sharp narrowing in the April U.S. international trade deficit tells us the temporary first-quarter splurge by businesses pulling-forward demand to get ahead of tariffs has run its course," Wells Fargo economists wrote in a note after the data was released.

Meanwhile use of low-cost e-commerce giants Temu and Shein has plunged in America following the closure of the so-called “de minimis” loophole that kept low-cost goods tariff-free.

Trump has pledged that his unprecedented tariffs gambit will lead to trade deals — but despite a flurry of promises and pronouncements that they are near, no firm deals have materialized.
Even the agreement with the U.K. announced last month from the Oval Office has been described as merely a "political pact" rather than a formalized, mutually beneficial trade agreement.

It's led to growing critiques that Trump's tariffs strategy has little to show so far besides scrambling the investment and hiring plans of businesses the world over.

Trump faces a particularly complex set of issues with China.
Alongside trade, he is also attempting to wrestle TikTok away from Chinese ownership, while seeking to stem the flow of illicit fentanyl that authorities say largely originates from Chinese manufacturers.

While there are signs of slowing fentanyl seizures at the U.S. -Mexico border, there has been no sign of progress on the TikTok talks.
A deadline that would force TikTok’s Chinese parent company ByteDance to sell the popular social media app or face a U.S. ban is set to expire June 19.
Trump now faces the prospect of having to extend the deadline for a third time.

 

[Flight996]

From what I hear he's being out-purged. Some of his loyalist generals in the PLA being disappeared...

That's how China rolls.

You can't un-spot a leopard.

 

[cruiser51]

That's how China rolls.

You can't un-spot a leopard.

The only way to un-spot a leopard:

Shoot it and process the body in a sausage machine and the skin into ladies' handbags.

 

[Xerof]

Good pick up. Interesting language.

Partial claim settlement could mean a percentage of the $10b USD claim as you say. I would think it could also mean part of the claim settled now with part to be settled later (ongoing royalty?). Obviously we do not know the details yet, but interesting pick up for sure.

Imo, the partial claim settlement mentioned in that original statement might relate to the partial award of €39m that AVZ was awarded by ICSID ??

 

[SilentOne]

Fusion power may never happen if we don't fix the lithium bottleneck​

Story by Jeremy Hsu
•

Nuclear fusion has the potential to deliver nearly limitless power – but before it can even get started, the world must build a massive supply of enriched lithium fuel from scratch.

“One of the biggest missing pieces of technology is the enrichment stage, where a specific type of lithium is concentrated,” says Samuel Ward at Woodruff Scientific LTD, a UK consultancy focused on nuclear fusion. “We don’t have a solution that can be scaled to produce the required quantities of fuel for a future fleet of fusion power plants.”

Full Story -

MSN

 

[Frank]

To seal the mining agreement, US elected officials demand guarantees of transparency

Negotiations around a strategic partnership with the United States in the mining sector are generating growing debate.

Kinshasa hopes to conclude this agreement quickly in the hope that it will allow for greater Washington's involvement in the search for peace in the eastern part of the country.

Three days ago, RFI revealed that President Félix Tshisekedi had established a strategic unit tasked with monitoring the discussions and preparing for the agreement's implementation.

But in Washington, five members of Congress are demanding clarification.

Even in the United States, doubts are beginning to appear.

Five members of Congress have just written to Massad Boulos, the White House Special Advisor for Africa.

In their letter, they ask a simple question : -

What exactly do the discussions between the United States and the DRC on minerals contain?

These elected officials are concerned, they say, about the lack of transparency regarding the conditions of access to Congolese resources, but also about how these riches will be managed.

They warn: without clear guarantees, this partnership could exacerbate conflicts and corruption, instead of bringing peace and development.

In the DRC, too, questions are multiplying.

Who is negotiating on behalf of the country?

What are the offers being made to the Americans?

And under what conditions?

"We need to understand the government's expectations in terms of the offer.

What are the main components of this offer made to the Americans regarding the exploitation of natural resources?" asks Jean-Pierre Okenda, a researcher on mining governance.

For him, it is above all important to avoid repeating the mistakes of the past.

He is thinking in particular of the famous Chinese contract of 2008, signed under the presidency of Joseph Kabila: minerals in exchange for infrastructure.

"Ultimately, Congo lost with the Chinese. We don't have the infrastructure today.

The second thing we lost is that the agreement was extremely unbalanced," he observes.

Finally, the American elected officials are requesting an official briefing on the ongoing negotiations.

They want clarification on the Declaration of Principles signed in April between Kinshasa and Kigali under American mediation, but also on how humanitarian issues will be addressed.

 

[j.l]

Maybe Xi is only allowed to talk with Trump and go on jolly trips, to stop China losing face internationally, or maybe it is just feel good, fake news.....

Probably getting a bit off topic for this thread, but I think there's something in what you say @cruiser51.

From what I've read, Chinese state media featured little about the call with Trump; indeed, initial reports apparently neglected to refer to Xi as 'president' (this was later corrected).

Lukashenko also just visited Xi, but he was hosted at Xi's home (house arrest?) and it was not a formal, working visit. Maybe Putin sent Lukashenko in to sniff around, or send a message of support to Xi (or a threat to the CCP)?

Anyway I'll stop here. Off topic as I said, and with all these conspiracy theories I'm peddling, people might start calling me S....

 

[Xerof]

.hane?

 

[j.l]

.hane?

You had to, didn't you?

 

[j.l]

@j.l

I’m watching him have a complete meltdown in his posts on X over the past few weeks.

Roger that, @Xerof.

I'm on both HC and X as well, and have been since around my time of entry into AVZ, albeit in 'read only' mode these days.

It's quite astonishing to see the poor creature spinning around and around in its own echo chamber. One might (might!) wonder what will become of it, if and when our situation reaches a resolution.

Anyway, as others wisely say, best not to give it air.

 

[Skar]

I've already been in contact with him - he's ok.
Like me, he's from Germany.
He is a shareholder and only reads the forum.
I don't know if he is Skar.

Nope, I am Aussie and only post on this account.

 

[Goat]

Despite MAGA and the extended cronies out there, they failed to take ownership of Manono.
Congrats everyone for holding tight.
The spamming accounts here and the extensive BS twitter activity is a sign they have been defeated. Now their narcissistic nature will flourish trying to justify anything they can.

Water tight NDA in place obviously, no price leaks.. But appears a deal is done and we know next week.

 

[LeahB]

Despite MAGA and the extended cronies out there, they failed to take ownership of Manono.
Congrats everyone for holding tight.
The spamming accounts here and the extensive BS twitter activity is a sign they have been defeated. Now their narcissistic nature will flourish trying to justify anything they can.

Water tight NDA in place obviously, no price leaks.. But appears a deal is done and we know next week.

Next week?


Edit: I'm guessing you may be getting expectation for next week from the anticipated date for the peace deal and minerals deal to be signed.

Peace agreement is expected to be signed on the week of June 15. June 15 is a Sunday and the US regards Sunday as the first day of the week. So I am interpreting this to mean that the expected date of signing to be within 15-21 June.

 

[Strongman]

Next week?


Edit: I'm guessing you may be getting expectation for next week from the anticipated date for the peace deal and minerals deal to be signed.

Peace agreement is expected to be signed on the week of June 15. June 15 is a Sunday and the US regards Sunday as the first day of the week. So I am interpreting this to mean that the expected date of signing to be within 15-21 June.

Just going a little further with that if the peace deal is signed say on the 16th then the Kobold/AVZ deal goes live pretty much immediately ie announced to the market on the 20th. Given AVZ is a public company ( albeit unlisted ) it will be required for shareholders to vote on the disposal of our principal asset. 75 % of the vote is required to pass the resolution and as far as iam aware AVZ have to give 21 days notice for an EGM to vote on the resolution ( sale agreement)
If that is the case why was the ICSID only suspended to 23 June ??

 

[cruiser51]

Just going a little further with that if the peace deal is signed say on the 16th then the Kobold/AVZ deal goes live pretty much immediately ie announced to the market on the 20th. Given AVZ is a public company ( albeit unlisted ) it will be required for shareholders to vote on the disposal of our principal asset. 75 % of the vote is required to pass the resolution and as far as iam aware AVZ have to give 21 days notice for an EGM to vote on the resolution ( sale agreement)
If that is the case why was the ICSID only suspended to 23 June ??

So we can immediately suspend the imminent ICSID arbitration case for another month.

Sorry it's Friday joke day.

 

[Strongman]

So we can immediately suspend the imminent ICSID arbitration case for another month.

Sorry it's Friday joke day.

Haha yeah i would have thought after the rolling suspensions after we were first suspended from asx and the never ending due diligence of the Locke deal the last thing Nigel would have wanted was to start rolling over the ICSID suspension. Maybe iam missing something here ?

 

[Strongman]

@j.l

I’m watching him have a complete meltdown in his posts on X over the past few weeks.

We’re all "classless bogans" according to the messiah, who continually repeats what he sees as his moment of glory, after getting completely fucked over by Santa Klaus.

AND, he’s now back as tendoji on the crapper, whispering to the classless bogans on there too.

Thank fuck he’s no longer here, unless he’s the prick deleting all our posts.

Lets see what happens to this one

Yeah that little bitch tendoji has completely lost the plot over on the crapper. He just doesnt understand that 99.9 % of the punters over there dont even read his dribble. He does always get one vote though and we all know who that tool is.
Basically tendjodi...shane...der geist or whomever he decides to call himself is just a lost and lonely man with a lot of bitterness he cant get past. Him and lost lenny need to get a room and have a good cry

 

[Lichione]

Haha yeah i would have thought after the rolling suspensions after we were first suspended from asx and the never ending due diligence of the Locke deal the last thing Nigel would have wanted was to start rolling over the ICSID suspension. Maybe iam missing something here ?

According to my search, don't think AVZ has to pass the vote by shareholders
1. As a delisted company, it does not need to follow ASX rule
2. It's not mandatory as per ASIC rule or Corporate Law. Largely based on avz constitue or governance rules
3. AVZ 2019 constitute removed the clause. And don't believe Governance rule has mentioned it. Please refer to Avz website.

Of course AVZ Bod can call the EGM.

I am not sure whether it is 75% or a simple majority will do, if EGM does happen

 

[Strongman]

According to my search, don't think AVZ has to pass the vote by shareholders
1. As a delisted company, it does not need to follow ASX rule
2. It's not mandatory as per ASIC rule or Corporate Law. Largely based on avz constitue or governance rules
3. AVZ 2019 constitute removed the clause. And don't believe Governance rule has mentioned it. Please refer to Avz website.

Of course AVZ Bod can call the EGM.

I am not sure whether it is 75% or a simple majority will do, if EGM does happen

Ok thanks mate. Given the ICSID suspension date of 23rd that definately makes sense. Exciting couple weeks for sure

 

[Rechnerhand]

DR Congo Joins UN Security Council as Non-Permanent Member ... in line with all efforts to finalize peace agreement and Minerals-for-peace deal ...