AVZ Discussion 2022

[Linda Ava]

How Captain Jack Recovery can help you recover your bitcoin back

I will always be appreciative of their incredible abilities. @realcaptainjack on Telegram and Realcaptainjack@usa.com Email

 

[Miljew91]

 

[JNRB]

View attachment 93229

What is this dickhead on about? "Legally obligated to accept"?? Fuk off, what a crock of shit. If the team from koko are fkwits like this then its no wonder we haven't made a deal.

Hello there CATH.

 

[Flight996]

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We live in a democracy, which allows even the dumbest of cretins to express an opinion, regardless of how stupid or uninformed that opinion is. Democracy seems overrated.

 

[Seaworthy]

August is going hard on X this morning on behalf of KB, some may say a little too hard. I wonder why? He tagged AVZ in yesterday, came looking to engage with AVZ SHs IMV, keeps mentioning the ASIC bollocks, the guy stinks if you ask me. It seems KB shared the DRC strategy of attempting to bleed AVZ dry of $ hence all the fuckery. Well done to everyone giving it back to him. Thanksgiving next week so he might be pushing hard before he goes on hols and tags his LGBTIQ+ mate Chris in.

 

[Jongo]

How Captain Jack Recovery can help you recover your bitcoin back

View attachment 93223 I will always be appreciative of their incredible abilities. @realcaptainjack on Telegram and Realcaptainjack@usa.com Email

Hey Linda ... show us your tits or stick your BTC recovery up your arse.

 

[Jongo]

I rarely ever look at X, but this morning this post caught my attention. For those that are familiar with AugustV, does this statement sound plausible?

 

[Sangster]

Hey Linda ... show us your tits or stick your BTC recovery up your arse.

 

[Xerof]

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In what order would you think it should be done?

 

[Sangster]

Interesting take from the lobby group and adds even more complexity.

I've lost almost all respect for Von Batten. If they were intelligent they'd know it takes time to build case and if they'd been paying attention they'd have seen France and Belgium working with various Congolese social justice groups for the past few years to do just that.

They're either ignorant fools or just a bunch of muppets working for the Trump administration. Perhaps both.

 

[Sangster]

In what order would you think it should be done?

First one, then the other. Then repeat for about two and a half minutes.

 

[Xerof]

I rarely ever look at X, but this morning this post caught my attention. For those that are familiar with AugustV, does this statement sound plausible?

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If you want my opinion……big assumption……but anyway, you’re getting it

IMO, the sequence is broadly correct except for one item, the formal of offer needs to land on AVZ's table and be acceptable, before any permit is issued.

Augie's earlier exclusivity statement is rubbish, see AVZ update on that issue

I’d be quite happy if they fuck the sequence up, as that would allow AVZ to take a much better counterparty/country to ISCID for breaching the current unfulfilled ISCID orders

I realise that Felix is ‘holding out’ for troop withdrawal, but the pressure is really mounting on him, from all directions, not least the growing corruption publicity, from Belgium

 

[Xerof]

I've lost almost all respect for Von Batten. If they were intelligent they'd know it takes time to build case and if they'd been paying attention they'd have seen France and Belgium working with various Congolese social justice groups for the past few years to do just that.

They're either ignorant fools or just a bunch of muppets working for the Trump administration. Perhaps both.

I thought Lord Von was a lobbyist for the DRC (which qualifies them as ignorant fools btw)

 

[Dave Evans]

I rarely ever look at X, but this morning this post caught my attention. For those that are familiar with AugustV, does this statement sound plausible?

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I suspect you do spend a lot of time on X jongo. I also suspect you are August Cohen and you’ve posted this because of the backlash from these X posts.

Here’s Augie’s (I suspect you’re) tweets

August V
@AugustCohen4

$AVZ: Hello @lotiongang1
Hope you've been well. At this time,
@KoBold_Metals has *not* made a formal offer to @AvzMinerals to drop it's claims over Roche Dure. That said, per Australian securities law, once Kobold does make an offer AVZ is legally obligated to both inform shareholders an offer has been made, accept or reject it, and inform shareholders of its decision. That means when an offer is made you and all of us will know and also know the offer price.

2:53 AM · Nov 22, 2025
1,088 Views

https://x.com/AugustCohen4/status/1991897716386103439

August V
@AugustCohen4

Given the (quite serious) @asicmedia
lawsuit and current DRC gov't policy that compels AVZ to make a deal with Kobold (and only Kobold), it is in everyone's interests this dispute is resolved within in the next few months that adequately compensates shareholders for AVZ's development, litigation, and opportunity costs.

asic.gov.au
25-271MR ASIC sues suspended WA mineral exploration company AVZ Minerals and directors for disclo...

4:41 AM · Nov 22, 2025
302 Views

https://x.com/AugustCohen4/status/1991924918301200754

August V
@AugustCohen4

My "tune" has not changed - I want an amicable resolution to the dispute that is fair to all parties. The only thing that seems to have changed is your extremism on this issue and unwillingness to accept reality. And here's the cold reality: the policy of the DRC government is for AVZ to resolve the dispute with KoBold, the Australian security regulator is suing AVZ for misleading the public, and AVZ is running low on funds. If in the next few months, Kobold offers AVZ between $500-$1.1B, AVZ is legally obligated to accept it in the best interest of shareholders and then proceed to drop all legal and contractual claims- or it will run afoul of exasperated US investors.

5:59 AM · Nov 22, 2025
212 Views

https://x.com/AugustCohen4/status/1991944519546437895

 

[Dave Evans]

Here’s some of your previous comments Augie, I mean jongo

19/07/2025
#61,108

By asking Copilot a series of questions it has presented a detailed AVZ compensation mechanism and timeline. Whether Copilot is correct or not is another matter, but the essence of the 'compensation mechanism' is:

1. Independent Valuation.
2. Cash Componet.
3. Equity Component.
4. Escrow and Guarantees.
5. Milestone Bonuses.

I have not posted the detail regarding the AVZ compensation mechanism and timeline because I don't know how accurate it is. However, does anybody want to read the Copilot detail fwiw? Of course you could just interrogate Copliot, Grok, etc. and see what answers you get, but the answers depend on the questions that you present.


19/07/2025
#61,128

From Copilot ...

Key Timeline

Date	Milestone	Responsible Party
17 Jul 2025	Agreement in Principle signed	DRC / KoBold
31 Jul 2025	KoBold submits final permit applications Valuation panel appointed	KoBold / AVZ
15 Aug 2025	Valuation panel delivers fair-market report	Independent Panel
31 Aug 2025	Payment of first cash tranche (40 %)	KoBold (via escrow)
15 Sep 2025	Issuance of equity tranche (60 % in KoBold shares)	KoBold
?	Permit-Issuance Bonus paid (5 % of valuation)	Kobold
?	First-Discovery Bonus paid (10 % of valuation), Upon first resource announcement	Kobold

#61,129

And more ...

Compensation Mechanism

• Independent Valuation
  • Within two weeks of signing (by 31 July 2025), the parties appoint a three-member independent valuation panel (one each by AVZ, KoBold, and a mutually agreed–upon expert).
  • The panel issues a fair-market valuation report on AVZ’s existing exploration license and sunk costs.
• Payment Structure
  • Cash Component: 40 % of the final valuation payable in USD.
  • Equity Component: 60 % of the valuation paid in newly issued KoBold shares, subject to a lock-up period of 12 months.
  • Escrow & Guarantees: Cash portion held in escrow and released upon DRC permit issuance; share issuance contingent on DRC’s ministerial endorsement.
• Milestone Bonuses
  • Permit-Issuance Bonus: 5 % of valuation if KoBold secures the Manono exploration license by 31 July 2025.
  • First-Discovery Bonus: 10 % of valuation upon public announcement of a ≥1 Mt Li₂O equivalent resource.

BTW, I don’t think anybody said they wanted to read the copilot detail but you posted it anyway

Then you posted this

21/07/2025

#61,232​

I am expecting that the Kobold payments to AVZ will come in stages as described in my post from Saturday. However, after the AVZ fair value terms are finalised, perhaps AVZ will relist on the ASX before AVZ returns funds to shareholders. This approach will mean that market forces can put a value on AVZ based on the expected future cash flow from Kobold to AVZ. In the case where the AVZ payment includes an equity tranche in Kobold shares, and with the possibility that Kobold becomes publicly listed in the future, I imagine that future AVZ investors will place a high value on this because the future for Kobold is bright.

If AVZ does relist on the ASX, then existing shareholders can choose to sell via the ASX and hence, be eligible for the CGT discount where applicable. Another advantage of this approach is that if the Kobold payments are subject to escrow terms, the existing AVZ shareholders will be able to realise part or all of their profit much sooner and take that long overdue holiday.

Then there’s all your AI generated comments about independent valuations, valuation panels and payment structures.

I was going to list them all but I got bored so I’ll just leave you with this ridiculous comment you made two weeks ago

Jongo​

Regular​

• Nov 8, 2025
• #62,839

Regarding this point that you made, copied below, that is exactly my thinking. Noting that AVZ needs to move quick and secure an irreversible deal, and get the funds pronto. This will not be the time for AVZ to stuff around trying to squeeze a few extra cents out of the buyer.

"Here's hoping the US pressure to sign these agreements pays off and we can sneak in and quickly agree a sale that highlights America's investment in DRC and portrays Trump as a peacemaker, before the DRC-Rwandan house of cards falls down again..."

 

[Sangster]

I thought Lord Von was a lobbyist for the DRC (which qualifies them as ignorant fools btw)

Interesting, I'd not thought of it from that perspective. I don't use Twitter (the name hasn't changed for me on account of all the twits) and judge them only by what people share here. From my rather ignorant point of view they seem to be trying to prevent interruption to Trump's Minerals for Security thing. But it also fits they could be apologists for Tshisekedi's crimes and the general culture of short sighted greed that permeates Congolese society. I trust your judgement on this as you're level headed and undoubtedly better researched than me.

Whatever the case I believe the best thing for the Congolese people is for them to take the heads of their corrupt leaders as the French did in the 18th century. But the proceedings in Belgium are a good start and so Von Batten's comments on the matter irritate me.

 

[Dave Evans]

Interesting, I'd not thought of it from that perspective. I don't use Twitter (the name hasn't changed for me on account of all the twits) and judge them only by what people share here. From my rather ignorant point of view they seem to be trying to prevent interruption to Trump's Minerals for Security thing. But it also fits they could be apologists for Tshisekedi's crimes and the general culture of short sighted greed that permeates Congolese society. I trust your judgement on this as you're level headed and undoubtedly better researched than me.

Whatever the case I believe the best thing for the Congolese people is for them to take the heads of their corrupt leaders as the French did in the 18th century. But the proceedings in Belgium are a good start and so Von Batten's comments on the matter irritate me.

Von Batten is also an elite and blocks X members from replying to his tweets with reports on the corruption

 

[Sangster]

I rarely ever look at X, but this morning this post caught my attention. For those that are familiar with AugustV, does this statement sound plausible?

View attachment 93230

It may well be that he's promised to deliver the mining permit after certain conditions are met but Felix can't be trusted. Today he wants America to deal with his problem in the East. If they succeed then tomorrow Felix will want something else, like help with his legal situation.

So to answer your question; I think it's plausible that Felix has said something in line with August's comment, and that August believes it to be true, and that August also believes KoBold are the only option for AVZ.

But I think it's not plausible that Felix will keep his word, or that AVZ only has one option. If another party is happy to buy our interests and continue the fight to hold these pricks accountable, or fund us to do this in exchange for some future benefit, then the Fat Bastard can't prevent this.

Should KoBold fail to respect our legal rights, they will run afoul of 21,000 exasperated Australian investors.

 

[yaseenmeoncebefore]

It may well be that he's promised to deliver the mining permit after certain conditions are met but Felix can't be trusted. Today he wants America to deal with his problem in the East. If they succeed then tomorrow Felix will want something else, like help with his legal situation.

So to answer your question; I think it's plausible that Felix has said something in line with August's comment, and that August believes it to be true, and that August also believes KoBold are the only option for AVZ.

But I think it's not plausible that Felix will keep his word, or that AVZ only has one option. If another party is happy to buy our interests and continue the fight to hold these pricks accountable, or fund us to do this in exchange for some future benefit, then the Fat Bastard can't prevent this.

Should KoBold fail to respect our legal rights, they will run afoul of 21,000 exasperated Australian investors.

I am not trying to be argumentative, but in practice he absolutely can prevent another party from buying our interests. My understanding is that he ALREADY HAS blocked other interested parties. If he doesn't want someone to have Manono, he will simply block them the same way he is blocking AVZ. No one will spend billions to buy our interest in the project if they are told by the DRC Government that they will 100% never obtain a mining license. I get what you are saying, but a buyer would only pay a reasonable price to purchase the project to go mining. No one is looking to pay billions to then take up the fight for years with the DRC Gov.

Otherwise AVZ would just mine Manono ourselves. The whole reason for the sale is that Felix wants to benefit from the deal and will keep on blocking until he gets what he wants.

 

[Dazmac66]

I am not trying to be argumentative, but in practice he absolutely can prevent another party from buying our interests. My understanding is that he ALREADY HAS blocked other interested parties. If he doesn't want someone to have Manono, he will simply block them the same way he is blocking AVZ. No one will spend billions to buy our interest in the project if they are told by the DRC Government that they will 100% never obtain a mining license. I get what you are saying, but a buyer would only pay a reasonable price to purchase the project to go mining. No one is looking to pay billions to then take up the fight for years with the DRC Gov.

Otherwise AVZ would just mine Manono ourselves. The whole reason for the sale is that Felix wants to benefit from the deal and will keep on blocking until he gets what he wants.

Politicians come and go. Soon he will go!