AVZ Discussion 2022

pow4ade · Monday at 11:00 PM

JNRB said:
Or completely forgetting we have a partnership with CATH!!!! Yes Kobold backed by big money but CATH is already a HUGE company and a leader in the field.

We don't have a partnership with CATH. Rather we have an agreement subject to certain conditions being met. Namely a ML to AVZ, which won't be happening now.

Further, the US has stipulated there be no Comminere or Chinese involvement in the RD structure. Hence under the Kobold proposal China only gets the North.

CATH is not only out but outplayed lol. But thanks for the unsecured $10 million.

Goldenboy · Monday at 11:14 PM

Remark said:
Here's the link.

https://x.com/ClmentMuya2/status/1929260492536615118

Although, after a quick search I can't seem to find any MSM posts to corroborate this

I am having trouble verifying this.

JNRB · Tuesday at 12:20 AM

pow4ade said:
We don't have a partnership with CATH. Rather we have an agreement subject to certain conditions being met. Namely a ML to AVZ, which won't be happening now.

Further, the US has stipulated there be no Comminere or Chinese involvement in the RD structure. Hence under the Kobold proposal China only gets the North.

CATH is not only out but outplayed lol. But thanks for the unsecured $10 million.

US don't get to dictate squat until they stump up some cash.

No China IF usa buys.
But still possibly China as alternative.

Call the framework with CATH what you will, there were terms set out in an agreement to develop the project with CATH's cash in a way that's still beneficial to AVZ.

Until Kobold betters that deal they can sucks an egg

pow4ade · Tuesday at 7:59 AM

JNRB said:
US don't get to dictate squat until they stump up some cash.

No China IF usa buys.
But still possibly China as alternative.

Call the framework with CATH what you will, there were terms set out in an agreement to develop the project with CATH's cash in a way that's still beneficial to AVZ.

Until Kobold betters that deal they can sucks an egg

You're relying on the pre-Trump arrangement. Things have changed and will remain so unless China's counters with their own security for minerals offer.

Thus right now FT is beholden to Trump's dictates which includes no China involvement in RD.

Repeat after me: Trump is my saviour.

Skar · Tuesday at 8:12 AM

pow4ade said:
We don't have a partnership with CATH. Rather we have an agreement subject to certain conditions being met. Namely a ML to AVZ, which won't be happening now.

Further, the US has stipulated there be no Comminere or Chinese involvement in the RD structure. Hence under the Kobold proposal China only gets the North.

CATH is not only out but outplayed lol. But thanks for the unsecured $10 million.

AVZ is conscious of the broader geopolitical challenges in achieving a resolution in
relation to the Manono Project, however it appreciates the opportunity that has emerged to explore a resolution of the current issues relating to the Manono Project, which it will continue to pursue in a constructive and open manner in the best interests of its shareholders and other key stakeholders, including Suzhou CATH Energy Technologies.

CATH certainly seemed to be cutting their losses when AVZ were struggling for litigation funding and only came through with slightly better terms at the last mile when we had the other vultures money secured. Still they are a key stakeholder, I still wonder if NF is using them for leverage or if they have been as supportive as indicated.... were they part of the board spill drama?

Bonsoir · Tuesday at 8:16 AM

pow4ade said:
You're relying on the pre-Trump arrangement. Things have changed and will remain so unless China's counters with their own security for minerals offer.

Thus right now FT is beholden to Trump's dictates which includes no China involvement in RD.

Repeat after me: Trump is my saviour.

Ah that maybe true to a certain extent but if kobolds offer is insufficient we move onto Arbitration ( not my preferred path )

We get desired Arbitration outcome and wait for next offer from kobold or any other interested parties.

Repeat after me : Nigel is my saviour.

pow4ade · Tuesday at 8:33 AM

Bonsoir said:
Ah that maybe true to a certain extent but if kobolds offer is insufficient we move onto Arbitration ( not my preferred path )

We get desired Arbitration outcome and wait for next offer from kobold or any other interested parties.

Repeat after me : Nigel is my saviour.

It would be fair to assume other western aligned players are waiting in the wings if Kobolds deal is deemed insufficient.

Hence if we resume arbitration it would only until such time that a more favourable deal is secured. At which point arbitration would be discontinued.

And yes, Nigel is our saviour, too.

KMoney · Tuesday at 8:36 AM

Apology accepted. I should have said hello first. Fingers crossed we can all share a virtual round of the top shelf soon!

Bonsoir said:
Your timing was not good to emerge on TSE with all these trolls emerging recently, I apologise if you are not a troll.

KMoney · Tuesday at 8:43 AM

Doc said:
View attachment 85992

ptlas · Tuesday at 9:48 AM

Bonsoir said:
Ah that maybe true to a certain extent but if kobolds offer is insufficient we move onto Arbitration ( not my preferred path )

We get desired Arbitration outcome and wait for next offer from kobold or any other interested parties.

Repeat after me : Nigel is my saviour.

One potential problem with Trump is that a deal is foisted on DRC whereby KoBold is given sole access to Manono (or S. Manono).

Once again AVZ would be between the proverbial rock..... Accept KoBold's potentially derisory offer, or attempt to get another partner that has no military protection because it's not KoBold.

Trump is not your saviour. Possibly.

Bonsoir · Tuesday at 9:58 AM

ptlas said:
One potential problem with Trump is that a deal is foisted on DRC whereby KoBold is given sole access to Manono (or S. Manono).

Once again AVZ would be between the proverbial rock..... Accept KoBold's potentially derisory offer, or attempt to get another partner that has no military protection because it's not KoBold.

Trump is not your saviour. Possibly.

Trump is the mule that carries our saviour in Nigel.

ptlas · Tuesday at 10:00 AM

Bonsoir said:
Trump is the mule that carries our saviour in Nigel.

Fingers X

Frank · Tuesday at 1:12 PM

https://x.com/US_SrAdvisorAF/status/1929643120901476487

Doc · Tuesday at 2:16 PM

KMoney said:
View attachment 86053

Mate ive known of trolls on HC that have been posting much longer then that, whats your point? You're a successful troll on HC? Congrats
Oh and

JNRB · Tuesday at 3:06 PM

pow4ade said:
You're relying on the pre-Trump arrangement. Things have changed and will remain so unless China's counters with their own security for minerals offer.

Thus right now FT is beholden to Trump's dictates which includes no China involvement in RD.

Repeat after me: Trump is my saviour.

Trumps influence may well be a game changer for us .
OR
TACO.

Nothing happened yet.
Also, the agreement is "no Chinese involvement in Manono IF USA BUYS IT".
Manono is the jewel in the crown of the usa-drc agreement, but not tis entire scope. They can only block China out ONCE THEY BUY IT ie after we have been given an offer that we can accept.
There is nothing in the usa-drc deal that stops them doing business with China still.

1. It's entirely plausible that usa could increase there investments in DRC under the umbrella of a security agreement AND manono still gets developed with AVZ/CATH without us involvement.

2. It's hopefully redundant speculation because would only happen if KoBold made a stupidly low offer, which I think they are too smart for and able to see the bigger picture.

3. All that is just to say though that in out negotiations with Kobold we don't just get down on our knees and accept whatever they give us. We have other viable options now, its on KoBold to offer something better.

Xerof · Tuesday at 4:08 PM

Where are they?

Xerof · Tuesday at 4:17 PM

Samus said:
Who?

The other viable options. We’d sniff them on the breeze….

wombat74 · Tuesday at 4:21 PM

It's already a done deal with Kobold . Hinges now on the DRC gov not giving it the f--k around. IMO

PhatCatz · Tuesday at 4:56 PM

Zijin! are you reading this? Better get ready to pay up.

Bin59 · Tuesday at 5:01 PM

“As others have posted Manono is a project that has a 50+yr LOM , money making machine, the ultimate lithium package that cannot be matched for sheer grade & scale, lithium spot is shit, but it wont remain like that for too much longer, therefore a tight arse offer wont cut it no matter what”

Spot on @BEISHA, Kobold Metals’ Josh Goldman sees the long term value in large projects like ours, in 2024 he said:

“We care enormously what the price of these commodities is in 2035 and we don't care what it is in 2024," Goldman stated, stating that the company has enough capital to focus on the long-term investment. He believed that lack of capital is not an issue but rather a lack of availability of high-quality projects”

AVZ’s Manono project is a high quality project with studies completed - we want a fair price!

KoBold Metals Announces Historic Copper Discovery In Zambia - Ivanhoe Mines (OTC:IVPAF), BHP Group (NYSE:BHP)

KoBold Metals discovers huge copper deposit in Zambia, backed by billionaires like Bill Gates and Jeff Bezos, aiming for first production in 2030s.

www.benzinga.com

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