AVZ Discussion 2022

[Skar]

Bit of a Tangent: My hypothesis is that china has been massively subsidising lithium (local lepidolite 0.2% rubbish) to establish domination of the global (EV) automative industry. I think they have done this now and are looking at removing those subsidies, under the guise of the environmental impacts and permitting irregularities (and its obviously not economical to keep it going).

I think this would explain the past months movement and hopefully signal a broader recovery supply/demand correction as the true underlying value of projects is transparently reflected in the market.

https://www.mining-technology.com/news/zangge-mining-production-halt/

https://source.benchmarkminerals.co...in-yichun-jiangxi-found-to-have-permit-issues

https://discoveryalert.com.au/news/chinas-lithium-giants-stumble-2025-market-crisis/

 

[hedrox]

Check out the US lithium market last night....LITHIUM is hot like chips !

 

[Hodlandwin69]

This are the words of a Supreme Court and High court lawyer.....

View attachment 88797

Tbh, that reads very much like LLM generated rather than a human supreme court lawyer... "According to financial news sources" "according to mining publications" do not hold up in the court of law lol

 

[KentCStrait]

Posted on X by Jens.

 

[Mouthpiecenomnom]

Bunch of goddamn over leveraged cowboys here. What happened to responsible investing?? Did your government create an economic environment in which your only choice was to heavily risk yourself on stocks they tax so they could benifit the ruling classes realestate investments with tax concessions while failing to offer even a fraction of protection on a fundamentally algorithmic rigged stock exchange, all the while raising prices on standard goods through a duopoly of supermarkets, all the while failing to charge international corporations for the commodities taken from the ground beneath you, all the while reminding you it is indeed not your ground but that of an indigenous race who are the only true owners of everything you have or ever will have. I mean jeez!!!

 

[protoje]

Someone give us a wink. A sideways head nod. Anything for some hopium. It’s getting fkn depressing. No wonder we’re all turning to binge drinking. Except for you Wino if you’re still on the dry.

 

[Chase]

Someone give us a wink. A sideways head nod. Anything for some hopium. It’s getting fkn depressing. No wonder we’re all turning to binge drinking. Except for you Wino if you’re still on the dry.

Just Jag AVZ hottie would do

 

[protoje]

Just Jag AVZ hottie would do

Or a cray.

 

[Skar]

Someone give us a wink. A sideways head nod. Anything for some hopium. It’s getting fkn depressing. No wonder we’re all turning to binge drinking. Except for you Wino if you’re still on the dry.

I think we need another 30 day countdown from that Australian Article supposedly when AVZ want this wrapped up.... nothing like an arbitrary clock.

 

[Xerof]

I think we need another 30 day countdown from that Australian Article supposedly when AVZ want this wrapped up.... nothing like an arbitrary clock.

Our countdown clocker is on holiday

 

[Hemicuda]

I think we need another 30 day countdown from that Australian Article supposedly when AVZ want this wrapped up.... nothing like an arbitrary clock.

no more countdowns depressing as fuck

 

[Samus]

I think we need another 30 day countdown from that Australian Article supposedly when AVZ want this wrapped up.... nothing like an arbitrary clock.

Trouble is that article seems to be a patchwork of half truths and bullshit with a few random figures mixed in (most likely wrong). It read like my toilet paper in the mornings.

 

[marksmann007]

IMO kobold will still make an offer to AVZ but are trying to ring fence RD for kobold only via DRC gov now various other parties are in discussions with AVZ. An arrogant & selfish move from kobold in an effort to curb a bidding war IMO.

 

[Samus]

IMO kobold will still make an offer to AVZ but are trying to ring fence RD for kobold only via DRC gov now various other parties are in discussions with AVZ. An arrogant & selfish move from kobold in an effort to curb a bidding war IMO.

Agreed, I also think they'll have to come pretty close to matching any offer or risk losing it. They've hopefully shot themselves in the foot at the same time as trying to stich this up.

 

[Pokok]

Could be worse.

You could have got divorced and now pay $800 a week in rent.

My world

 

[Pokok]

Someone give us a wink. A sideways head nod. Anything for some hopium. It’s getting fkn depressing. No wonder we’re all turning to binge drinking. Except for you Wino if you’re still on the dry.

I never binge drink , I drink every day for 3.5 years

 

[Pokok]

Trouble is that article seems to be a patchwork of half truths and bullshit with a few random figures mixed in (most likely wrong). It read like my toilet paper in the mornings.

yes mine also full of shit

 

[Mouthpiecenomnom]

.

Trouble is that article seems to be a patchwork of half truths and bullshit with a few random figures mixed in (most likely wrong). It read like my toilet paper in the mornings.

I think that many journalists don't understand that the 1.5 billion announced by kobold for development does not include any money for purchase of the asset. This is separate.

 

[Samus]

.

I think that many journalists don't understand that the 1.5 billion announced by kobold for development does not include any money for purchase of the asset. This is separate.

I think that figure was 1 billion anyway. The Australian 'journalist' is plucking numbers out of their arse. It's basically fake news, Ill researched, sensationalised, misleading and not factual.

 

[cruiser51]

Our countdown clocker is on holiday

My ticker says next week 31/7/2025, that is 1/8/2025 DRC time and probably needs an extra 14 days to allow for the Africa factor for the nest day.