Plus hire a well connected lithium indestry jet commodity/lithium deal maker to do the deals. Steal him/ her from sqm if we have to. It's a long way down the track I know. But I prefer thinking about after shit fight than shit fight. Its healthier for me.
AVZ Discussion 2022
- Thread starter GazDix
- Start date
As much as you can, stay away from the babi. Infective conj. in newborns can be serious.
Difficult I understand.
Back to business.
The above posts are generally how I see it.
However, I don't understand what is to stop AVZ pulling the 24% once ML is issued and Com. gone and selling to Elon, BHP, Twiggy . Whoever, but at a much higher price.
If Z want it then they can then beat the new price in what effectively is an auction.
Happy if they do = more $$
(though maybe for strategic reasons it would need to go to 'The West').
Either way, I'll be gone at that point.
BTW
Dunno if I missed mention of this in a deleted post, but is nobody concerned that FT is trotting off to China like a good little boy in order to sort out previous wrongs?
If he is really serious, then surely he requires the transgressors to front up and fix it.
You dont sell anything or negotiate the sale by visiting the purchaser.
Cars, houses, land anything.
DRC owns the asset and should therefore call the shots.
Tail wagging the dog?
MoneyBags1348
Top 20
If that is true then that's great news!!!
It has taken a longer time than many of us here have wanted and in that time we may have lost a great contributor in @MoneyBags1348 .
But it is definitely a case of better late than never and you have my gratitude and thanks for doing so before more people left.
*Edit*
The culprit has more than just one user name so hopefully they all have been dealt with.
@zeeb0t
I am aware that you are a BRN shareholder and that it was the BRN supporters who set up The Stock Exchange Forum as a result of the trolling and lack of support from moderators on the hot crapper forum. I also am a BRN shareholder and realise that you and the others have a great deal of knowledge relating to AI. As I have been so committed to supporting the success of AVZ, I have have to completely overlooked what is happening on BRN and I have had to occasionally sell some of my BRN shares just to support myself.
Like other BRN holders I have been frustrated by what has happened with the company's share price and I understand fully the disappointment of not selling at $2, however (like you) I have great faith in the company and realise that like AVZ, patience is often the only way to move forward. I don't know how BRN is travelling at the moment because as I have said, I spend all my time focusing on AVZ, but I am no small shareholder in BRN, having 200,000 shares.
I needed to relate this to you, because I believe that this may help you understand what is going on in this forum. If you read the room properly you would realise that long term AVZ holders and contributors to this forum are getting 20 or more 'likes' per post and Der Geist and John Reed are lucky to get any. This is so obvious and it is not the result of a tribal mentality as they claim, these are genuine contributors - shareholder's concerns and frustration at your lack of seeing what has happened here.
For God's sake, surely you can see what has happened and continuing to happen!! Long term contributors, dedicated to AVZ's success are being undermined and you don't seem to realise. I am not sure if this is because you are focused on BRN and trading other stocks…. But you must surely realise what happened to you and all the other BRN holders, also happened to AVZ on hot crapper, and is now happening to AVZ on TSE.
I have read your comments on our thread, and I realise it takes 5 members to report a post and have it removed, which leads me to the conclusion that there are at least 5 trolls here working together!!!!!
As you have moderated me again a week ago, and prevented me from accessing my MoneyBags1348 account as well as preventing me from posting comments for the last week, I have still managed to carry out research and speak with other shareholders outside this forum. I also received an email from Ben Cohen (AVZ Joint Secretary) which I wanted to post on the thread but couldn't.
The tone of the email from Ben (which I will add to this post) does not in any way support the cryptic comments and speculations being put forward by wombat74 and der geist some of which are below:
wombat74 posts:
My spies also informed me dathomir is out
So maybe there is some truth to some of it
Nigel and crew are back in the DRC I believe
My source is in every way unrelated to an AVZ source
Der Geist replied with:
Wombat74 a long term holder in AVZ saw it as positive as well. But nothing is set as you know.
Think about it. If it feels like inadequate context, then ask the question ask the question ask the question. But don’t flame, when you can ask. Wombat74 accepted it as valid - I think you could apologise for thinking you can be nasty, yes? You also ignored my April 30 2022 RCCM discovery, didn’t you! Yes? Whose fault is that? Context within context, means do not bitch to me about seemingly trying to be enigmatic. This journo was mentioned earlier:
I have a lot of confidence the journo knows how to analyse complexity and you would too upon knowing who. Well even shareholders here can fill in the gaps.
The journo is very experienced, is on the ground in Kinshasa. And if I did a grading ( AVZ is the most certain, and this is from someone in Kinshasa now and not connected to AVZ at all. I wish I had more to offer, perhaps soon. I may join JR’s 2023 thread with anything Material
A little more definition emerging independent journalism in Kinshasa and @Dijon101 ‘s Uber are on the similar page at this point
I notice der geist and john reed also post numerous comments for shareholders to contact both Bloomberg as well as www.aspistrategist.org.au which I'm not suggesting is suspicious, I am just drawing your attention to it
Including
@Roon this might be for you.
Submissions | The Strategist
The Strategist style guide is available here (PDF). We welcome submissions of around 800 words of original analysis, book reviews, statistics or graphs related to defence, security and strategic policy. Please email us at editors@aspi.org.au We’ll accept longer pieces on a ...
We should get good coverage from Bloomberg as their Journalists covering this are well connected to Global Witness and CongoHoldup teams and other links beyond my scoping. Bloomberg has not done a piece on it since May 23 2022. I’m thinking why doesn’t Tom go to Kinshasa and be a real journalist?
Why don’t you email ASPI and let them know your Chinese interference theory?
After reading der geist's post to you on the forum today, my opinion is they continue to try and influence you and AVZ shareholders with mock sincerity while they carry out an agenda and refer to the majority here as tribal and 'herd' like. I simply ask you to look at the number of impassioned responses to and by shareholders who have been long term contributors trying hard to support AVZ, and while you are at it, ask why they have stopped posting.
It's not hard to see, please consider how you would react if you were an AVZ shareholder , counting the number of responses since the two members referred to joined this forum
Fortunately I have conversations outside of this forum with @Frank @Sammael @Winenut @JAG @cruiser51 and others whose phone numbers and emails I have. I'm not here to fuck around, I've got nearly 3million shares in AVZ and I still correspond directly with the company.
I edited some of Ben's reply to me as it related to specific questions I asked him. I had plenty more to say, but to be honest mate, I think I've finally had enough of the fucken bullshit here, maybe I will PM you who I think the trolls are, but at this stage you probably wouldn't take my opinions on board and I don't think I really give a shit anymore.
MoneyBags
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Winenut
Go AVZ!
It's not Cominiere that would be looking for the ROFR....they're ultimately supposed to be out of the JV in the long run
It is Zijin who would have the ROFR on any CATH deal "IF" Zijin became a JV partner with their claim to 15% prior to any % of Dathcom being offered to CATH
Winenut
Go AVZ!
Well since you're an occassional poster on the forum and member of the community firstly congrats on the newborn!
Very hectic time as a parent indeed so nothing but best wishes to you and the family on the arrival
Get yourself over that flu and with things settling down here hopefully you'll be on the comeback trail in all aspects real soon
With any luck you can now quietly slide into the background on the thread and catch up on the important stuff
Cheers!
Xerof
Have a Cigar 1975
So do we officially call CATH a Trojan Horse, or is that taking it a bit far?
@Carlos Danger is the 10% to the State a part of the DATHCOM JVA or Mining Code (or both)?
Anyone, has the twitter feed ref AVZ gone extra quiet, or is it just my feed?
Winenut
Go AVZ!
Good question(s)
Sparrowhawk12
Regular
DRC has been dependent on China investment for what, 20 years? PR05 is walking a tightrope slowly weaning DRC elites off corruption, mainly Chinese funded; whilst trying to open up for non-CN investment. He needs CN $ coming into DRC to keep economy going & stay in power, election ...etc. FT knows the world is watching and I think AVZ will get the ML because FT & his supporters want non-CN investment, balance, some independence and don't want DRC to keep being abused & robbed by CCP/China. IMO. Br Sparrowhawk
That's what I believe it could be used as, irrespective of what CATH's motives were at the the time of the agreement.
Don't forget that we are dealing with a totalitarian state.
Agreed
Very fair point.
I think it's highly debatable, was just putting it out there for discussion.
Would add though, that with an election looming, it's not a great look for a candidate addressing Chinese inspired corruption.
Mr Inappropriate
Regular
Just for fun i asked chatgpt to assess the readability of the DG post above. The response:
Based on the provided text, I can offer a general assessment of its readability. However, please note that readability is subjective and can vary depending on the individual's reading abilities and familiarity with the subject matter.
The text you provided appears to be moderately complex, containing a mix of conversational language and specific references. Some sentences are fragmented, and there are instances of repetition. Additionally, the text lacks clear organization and structure, which may make it challenging to follow for some readers.
Overall, the readability of this text seems to be at an intermediate level. It may require some effort to understand the intended meaning and context, particularly for readers who are not familiar with the mentioned individuals or topics.
9cardomaha
Regular
A couple of points worth discussing:
- I previously flagged the CPC's call that having one company dominate China's battery scene was not in the country's best interest - as our resident retired nun also flagged - this is important to understand that ZJ ownership of the project would be less beneficial to Mr Pei's interests.
- Given the CPC mandate to boost domestic competition in the battery space; ZJ's offtake agreements would be dictated by the government ie a much smaller supply to CATH/CATL.
- With the above in mind, Mr Pei's visit to Perth coupled with the comments we've heard like 'only interested in supply', 'going to 9% but still fronting the $240m', paint a pretty good picture.
- Mr Pei could potentially bankroll us through his own interests as mentioned above, and allow us to weather the storm.
- It is also plausible for CATH to forgo any % in ownership for just supply, negating ROFR in the scenario where ZJ do get a slice.
- While its easy to bash CATH for being silent and Chinese and assume the worst, there's more at play that should be considered.
- The totalitarian state works both ways and can actually impede CATH's plans by positioning ZJ with more control on how to assign offtake.
TDITD
Top 20
I too have posed this question to holders in private. Nothing is stopping CCP from threatening to essentially take away CATLs business in the homeland and handing it to loyalists, therefore possibly fatally injuring CATL.
CATL have maybe been genuine all along but if China.inc comes calling their loyalties will be clear. IMO.
It's then what China.inc want ? Happy with 24% and 1st option on lithium feed, or do they want a hostile TO ?
9cardomaha
Regular
This point exactly - CPC can dictate what CATH must do with 24% and what ZJ must do, which are all detrimental to CATH's domestic plans.
CPC cannot dictate what AVZ does, so i'd assume ZJ have government support, while CATH is being asked standdown - but what Mr Pei does with his money while still having CPC oversight is less clear cut than what a company like CATH must do when the CPC beckons.
Is it ok to come out and play now ?
Has the wicked multi niccer finally gone ?
Gosh i hope so....
Cause i didnt really appreciate being put in the....
and have to listen to.....
Just in case, better drop this interesting video for fear of being modded again for OFFTOPIC......
It may of been shared before, but doesnt hurt to learn the facts again according to our main man Marius Mihigo
Has the wicked multi niccer finally gone ?
Gosh i hope so....
Cause i didnt really appreciate being put in the....
and have to listen to.....
Just in case, better drop this interesting video for fear of being modded again for OFFTOPIC......
It may of been shared before, but doesnt hurt to learn the facts again according to our main man Marius Mihigo
Xerof
Have a Cigar 1975
Does anyone know if Michael J Kavanagh, an experienced journalist, who works for Bloomberg, and seems to write quite a number of articles about DRC matters, is on the ground in Kinshasa?
Asking for a friend who noticed that Sir Les DG, JR, ES etc etchas tweeted him suggesting he write an op-ed on the DATHCOM imbroglio
Asking for a friend who noticed that Sir Les DG, JR, ES etc etchas tweeted him suggesting he write an op-ed on the DATHCOM imbroglio
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Let's say at the end of the day it is the Chinese Communist Party which pulls the strings in the background.
To believe they are blind to the events in the world is being silly.
They will try to get the best deal possible, if it means Zijin not getting a geurnsey, so be it, they have more irons in the fire.
FT will work his hardest for the DRC, and AVZ is boxing in this game against these powerhouses.
In my eyes AVZ did the right thing and played squeaky clean by the rules, something the arseholes have to beat.
Carlos Danger
Top 20
Dathcom need to cede 10% to the DRC government under Article 71 (d) of the mining code
Cominiere are committed to being the party within Dathcom to cede the 10% to the DRC government under Article 5.1 (i) of the Dathcom JVA
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