AVZ Discussion 2022

[Dazmac66]

Until you stumble across an under-the-radar explorer in elephant territory with near-surface bonanza grades across wide intervals and a low buy-in price.

Cheers
F

NOPE - go as hard as you can young fella, I'm out! Sitting in the tinny on the Pumicestone Pasaage catching whiting with a coldie in hand.

 

[SilentOne]

LINK: https://x.com/bettyMuzalendo/status/2013653722274893844?s=20

 

[Sangster]

I think (hope) that if the DRC had previously offered KoBold Monano and that DRC had said it would be up to KoBold to sort AVZ out, any potential partner would just slot in where KoBold left off with the DRC gifting Cominiere's share to the buyer of AVZ's share

Hypothetical scenario:

1) DRC wants to look like everything is all legal and they aren't thieving, dishonourable, low life, self serving, short sighted, greedy, aid grabbing, untrustworthy... (15 mins and 2 pages later) arseholes.

2) We want to get paid fair value to quietly go away.

Therefore we pause arbitration preventing (for now) a final award that confirms point 1 above in the international courts. This allows our project to be added to the SAR list making various incentives and guarantees applicable. Now multiple parties currently in discussions with us can have greater confidence in buying us out and thanks to US government finance schemes applicable to SAR projects can afford to offer us a fairer price.

We take the best offer and leave Africa to the hyenas. USA gets the lithium and DRC pretend they never screwed us.

Upgrading my mood to cautiously optimistic.

 

[Goldenboy]

NOPE - go as hard as you can young fella, I'm out! Sitting in the tinny on the Pumicestone Pasaage catching whiting with a coldie in hand.

Maybe I am in the boat next to you …

 

[Hodlandwin69]

View attachment 94434

Given that Cominiere's only lithium asset is a 25% stake in our project, it sounds like Manono has been offered on the short-list disguised as a state owned asset. Either this is in direct contravention of Article 4 - Strategic Asset Reserve, point 5 below (couldn't clip the bottom off so ignore article 5 heading):

View attachment 94435

Or the intention is that we receive a suitable offer to quietly go away and pretend everything is nice and legal. Then again it does say "between the parties" which suggests to me it only applies to international legal obligations between DRC and USA.

Not sure whether to be angry or quietly confident. Perhaps I'll settle for agryfident until our next official update.

Last time I checked on the CAMI cadastre map portal, cominiere had 100% of PR13359.... So maybe that's that.

I imagine it'll end like this.
Cominiere make the sale to a US company such as Kobold for a miniscule amount, with the condition they pay AVZ a large amount to drop their claim for Manono

 

[Dazmac66]

Last time I checked on the CAMI cadastre map portal, cominiere had 100% of PR13359.... So maybe that's that.

I imagine it'll end like this.
Cominiere make the sale to a US company such as Kobold for a miniscule amount, with the condition they pay AVZ a large amount to drop their claim for Manono

How do you think the ICSID would receive this? Which US company is going to buy a deposit encumbered by an advanced world bank arbitration case? I can foresee another interim order stopping the DRC from offering PR13359 from being included on the auction list of no acceptable deal is tabled.

 

[Hodlandwin69]

How do you think the ICSID would receive this? Which US company is going to buy a deposit encumbered by an advanced world bank arbitration case? I can foresee another interim order stopping the DRC from offering PR13359 from being included on the auction list of no acceptable deal is tabled.

This is the exact leverage AVZ have. It can go to auction because AVZ want to sell it. AVZ will set the floor price, if AVZs minimum tenable value is not reached, then they would ask ICSID to impose an interim order, if it's a good value, then why would AVZ seek to pause the sale??

 

[Dazmac66]

This is the exact leverage AVZ have. It can go to auction because AVZ want to sell it. AVZ will set the floor price, if AVZs minimum tenable value is not reached, then they would ask ICSID to impose an interim order, if it's a good value, then why would AVZ seek to pause the sale??

Ahh I see what you are thinking?

 

[Sangster]

Last time I checked on the CAMI cadastre map portal, cominiere had 100% of PR13359.... So maybe that's that.

I imagine it'll end like this.
Cominiere make the sale to a US company such as Kobold for a miniscule amount, with the condition they pay AVZ a large amount to drop their claim for Manono

As I understand it the CAMI cadastre isn't the legal authority on the matter and in our case what it says is incorrect. That's part of why we're in court. The DRC has been ordered by the court to restore the correct ownership into our name for the south with ownership of the north to be amended once the court can unravel this mess.

But DRC want to pretend everything they did was legal. Politically connected criminals want to avoid prosecution. The state wants to avoid being exposed as entirely corrupt and unable to prosecute their criminal leadership. They want to save face, so that they can lure in more foreign wealth to embezzle.

On the surface it will likely appear to unfold as you imagine. But beneath it all the mining rights to Manono legally belong to us. That's the truth and it's why we must be paid to drop our case.

 

[Rechnerhand]

 

[Hodlandwin69]

View attachment 94444 View attachment 94445

13359 is the only lithium one

 

[Charbella]

LINK: https://x.com/bettyMuzalendo/status/2013653722274893844?s=20


View attachment 94438

Interesting take from chatgpt.

In pure economic and strategic terms, Cominière’s lithium asset is the most valuable item on that shortlist, by a clear margin — even though it is also the most legally complicated.

I’ll rank them properly and explain why, separating headline value from bankable value.

1.


Cominière – Lithium (Manono)

Most valuable on paper. Highest strategic value globally.

Why it tops the list

• One of the largest hard-rock lithium deposits in the world
• Lithium is the core battery metal for EVs and grid storage
• Critical to US strategic supply chains and decoupling from China
• Long-life asset with tier-1 scale

Reality check

• Legal dispute (AVZ) clouds bankability
• Value is enormous, but conditional on settlement

Verdict


Highest prize, highest leverage, highest complexity


2.


Gécamines – Mutoshi Copper-Cobalt + Germanium

Most bankable critical-minerals asset.

Why it’s extremely valuable

• Cobalt remains critical for EV batteries (despite chemistry shifts)
• Germanium is a high-value, niche strategic metal (defence, semiconductors)
• Copper adds scale and cashflow
• Asset already better understood by Western miners

Strategic angle

• Directly hits China’s dominance in cobalt processing
• Easier for US partners to finance and insure than Manono

Verdict


Best near-term, low-drama strategic asset

3.

Sakima – Coltan, Gold, Wolframite

Strategically important, fragmented value.

Why it matters

• Coltan (tantalum) and wolframite (tungsten) are defence-critical
• Gold provides cashflow ballast
• Strong geopolitical narrative for the US

Limitations

• Smaller, more dispersed assets
• ESG and traceability challenges
• Less “headline scale” than lithium or cobalt

Verdict
Strategic, but not transformative



Sokimo – Four Gold Permits

Financially valuable, strategically ordinary.

Pros

• Gold is universally financeable
• Lower technical risk

Cons

• Gold does not materially reduce China’s critical-minerals leverage
• Less aligned with US industrial policy priorities

Verdict
Good money, weak strategic story


Kisenge – Manganese, Gold, Cassiterite

Lowest value in aggregate.

Why

• Manganese is important but generally abundant globally
• Cassiterite (tin) has niche value but limited scale
• Assets are smaller and less differentiated

Verdict

Nice optionality, not a flagship


Final ranking (value + strategy combined)

1. Cominière – Lithium (Manono)
2. Gécamines – Mutoshi copper-cobalt + germanium
3. Sakima – Coltan / tungsten / gold
4. Sokimo – Gold permits
5. Kisenge – Manganese / tin / gold

The key insight (important)
From a US perspective:

• Lithium is the crown jewel
• Cobalt + germanium are the most actionable
• The rest are supporting pieces

From a DRC perspective:

• Offering lithium signals seriousness
• But it also forces resolution of existing disputes
• Which is why lithium is both the most valuable and the most sensitive

 

[Jacob Kiraz]

Will we see a offer this year for shareholders to ponder over ?

 

[Hodlandwin69]

Will we see a offer this year for shareholders to ponder over ?

My bets on yes

 

[Winenut]

I reckon If we don't see one in the next 3 months we're in for years of ICC and trying to claw money out of the DRC through the courts

 

[Sangster]

Will we see a offer this year for shareholders to ponder over ?

I'm also in the yes camp, but I'm just some arsehole on the internet with no real clue what's going on.

On a totally unrelated subject let's say some arsehole on the internet wanted to buy 8M shares in a delisted company from some other arsehole on the internet. What do you all think the legal fees could be?

 

[Jacob Kiraz]

My bets on yes

Your bets are on for a yes, i think it closed at 75 cents, would people take that tomorrow, do you really think where getting 1.50 upwards a share

 

[Dave Evans]

Your bets are on for a yes, i think it closed at 75 cents, would people take that tomorrow, do you really think where getting 1.50 upwards a share

@Winenut valued our shares at $12.00 per share and he’s been here since the beginning. He also used to be in charge of spell checking here and was a regular competitor for the ‘Mantle’

Unfortunately he’s started to get a bit worn down since KoBold stuck their noses into our affairs, however there are others here who still know the value of our shares, the desperation of those who are still trying to hide their corruption and the desperation of those who want our project

So here’s my opinion…. Start doing your own research

 

[Jacob Kiraz]

@Winenut valued our shares at $12.00 per share and he’s been here since the beginning. He also used to be in charge of spell checking here and was a regular competitor for the ‘Mantle’

Unfortunately he’s started to get a bit worn down since KoBold stuck their noses into our affairs, however there are others here who still know the value of our shares, the desperation of those who are still trying to hide their corruption and the desperation of those who want our project

So here’s my opinion…. Start doing your own research

Heres my tip im a shareholder and the company lead us down this path, have they passed on all info when people were buying, im telling you there not thinking about us

 

[Mr Inappropriate]

@Winenut valued our shares at $12.00 per share and he’s been here since the beginning. He also used to be in charge of spell checking here and was a regular competitor for the ‘Mantle’

Unfortunately he’s started to get a bit worn down since KoBold stuck their noses into our affairs, however there are others here who still know the value of our shares, the desperation of those who are still trying to hide their corruption and the desperation of those who want our project

So here’s my opinion…. Start doing your own research

$12 USD