I remember the statement of Klaus in the Axinocapital Interview from 14th january so I heard it again a few times:
„In the last 8 weeks all license’s got canceled, and the partner need to sit together to make a new deal over roche dure. But this is not in relation to the manono north license but have a general impact in the transfer of licenses.“
Klaus repeated the cancelation of all Manono Licenses at the begin of the video and in the middle. So I think it was no mispronounced from him.
It looks like Klaus is on the money and have the better insights and after his statement he is in the DRC since the end of january (said in the Interview in 2 weeks...so maybe before the 28th january) and tries to close the deal with manono north as soon as possible. He expect that something will definitive move in the next 3 months.
I have send the Interview to the management after I saw it the first time and I'm sure axinocapital did the same.
I asked the management what it means the manono licenses got canceled but I got no response. So our Management must had a information about a cancelation process.
Two weeks later the MoM canceled the decrees. So it looks like its truth the partner need to sit together to make a new deal over roche dure.
The final question: Is AVZ still a part of the partners who need to make a new deal over roche dure or not? Did they got informed about a cancelation?
If not it would be a really bad sign.
A other thought...AJN stated the nothern part is under dispute, to acquire it the dispute need to be settled. One option...cancel the decree to make it free for a new aquiration process.
Now the question is are both parts of the license are automatically rejoined together after the cancellation??
I think a lot is being kept secret from us, it looks like there is only the possibility that avz is in negotiations and still a part or we really have already been thrown out without information. But "seeking legal advice and needed discussion to clarify the intentions of the DRC and fighting for a just outcome" in comparison to "The Company is steadfast in its resolve of achieving a positive outcome for shareholders" are two worlds that give me the feeling that we could no longer sitting at the negotiating table anymore.
Hi Schemozzel, can we agree on the split has been cancelled by the MoM as per Decree 32? How can this not have an the impact on the Manono north license as stated by Klause? Pretty clear it's no longer on the table.
Can we also agree on the DRC wants to get this project underway as soon as possible? Is this scenario possible by removing AVZ from the picture and giving it to the Chinese? The Amercians will do nothing and watch the Chinese winning the EV race through corruption?
If Nigel is smart he should be engaging with the Americans at the highest level NOW! Nigel needs to put his pride aside and get help.
I was under the impression from the roadshow, Nigel doesn't think any governments would step in and help. If you don't ask, you don't get.