AVZ Discussion 2022

[Sparrowhawk12]

Yes, converted, but I don't know how to save the translation

" Chinese companies are trying to get hold of all the lithium deposits on the black continent by all means, thus guaranteeing its supply chain and reassuring its position of world leadership "

" China's strategy in DR Congo in particular and in Africa in general, is to monopolize lithium "

" By 2050, lithium needs could be multiplied by 57, with its deposits, the DR Congo can place itself alongside Australia and Chile as one of the three major lithium producers in the world, of course if the DR Congo was starting the exploitation of its ore, which should start this year, but blocked by mysterious maneuvers in the agreements of the Congolese State company and the Australian partner, AVZ MINERALS."

"With the visit of Congolese President Felix Tshisekedi to China from the 24th to the 29th of this month, China intends to reassure its hold on Congolese lithium."


I certainly hope your eyes are wide open Felix on your visit to China.........the time of reckoning is NOW, are you going to let your country continue to fall down the rabbit hole and thus allow China to dictate to not only your country but the world, or will you have a strong pair of gonads and fight back against the oppressive regime as per your mantra at the beginning of your presidency to fight corruption and provide your people with a better life ?

Your legacy could be imperial, or it could be compared to the low life Kabila..........its in your hands pal.

View attachment 37224


imo

Kiki also finished article with "It is up to the Congolese head of state, Félix Tshisekedi, to cede or not, the monopoly of lithium to China".

I suspect (60% hopeful) that C & Z are out of Manono PR13359 going forward & hence C & Z lodged claims for damages with ICC. Either they are out or they are trying to scare off, delay to after elections ...; whoever Dathcom's new JV partner(s) will be before it gets finalised.

I think I read PR05 FT is meeting PR Xi on 26/5. I'm hoping we hear meaningful leaks in the days after that and hoping for AVZ Ann's by early to mid-June.

IMO, Sparrowhawk

 

[Frank]

 

[Frank]

Kiki also finished article with "It is up to the Congolese head of state, Félix Tshisekedi, to cede or not, the monopoly of lithium to China".

I suspect (60% hopeful) that C & Z are out of Manono PR13359 going forward & hence C & Z lodged claims for damages with ICC. Either they are out or they are trying to scare off, delay to after elections ...; whoever Dathcom's new JV partner(s) will be before it gets finalised.

I think I read PR05 FT is meeting PR Xi on 26/5. I'm hoping we hear meaningful leaks in the days after that and hoping for AVZ Ann's by early to mid-June.

IMO, Sparrowhawk

According to the presidential press, Felix Tshisekedi will meet, this Friday, May 26, 2023, Chinese President Xi-Jinping, face-to-face, during which the two heads of state will revitalize the Sino-Congolese economic partnership.

www.mediacongo.net/article-actualite-122337_rdc_chine_felix_tshisekedi_est_arrive_a_pekin_pour_une_visite_officielle.html

 

[Frank]

View attachment 37150

BHP-backed Tanzania nickel miner in talks for offtake contracts

BHP Group-backed Lifezone Metals, which is developing a nickel mine in Tanzania, is negotiating supply deals with several electric vehicle manufacturers and battery makers as the race for energy transition metals intensifies, its CEO said.

The process run by RBC Capital Markets to sell yet-to-be-produced metal from Lifezone’s Kabanga Nickel project has attracted strong interest from EV and battery companies, some of which have been to the mine site, CEO Chris Showalter said.

Lifezone Metals, which plans to list in New York this year via a blank-check acquisition deal that values the firm at around $1 billion, owns the Kabanga nickel and cobalt mine and refinery in north-west Tanzania.

BHP currently holds a minority stake in Kabanga and has an option to raise its interest in the mine to 51% and subsequently become its operator, Showalter said.

The global miner is pivoting back to Africa after exiting the continent in 2015 when it spun off South32.

The Tanzanian government also holds a minority stake in Kabanga.

Via the deals currently under discussion, Lifezone could sell its share of output, equivalent to 40% of the metal produced at the facility, to help raise the capital it requires for the mine’s development, Showalter said.

“Primarily what we are looking for is a prepayment structure,” Showalter told Reuters.

“In our view this would replace the more traditional project finance portion of the project funding.”

EVs and battery manufacturers wanting to secure supplies from the mine could have to compete for offtake rights, Showalter, a former investment banker, said.

Nickel, key to growth in electric vehicles, is used in lithium-ion batteries, and helps vehicle manufactures to use less cobalt.

Indonesia currently accounts for around 40% of the world’s nickel supply, with much of it controlled by Chinese companies.

With BHP’s backing, there is potential to expand on plans to produce about 60,000 tons of refined nickel from initial expectations of about 40,000 tons, Showalter said.

 

[Xerof]

BHP-backed Tanzania nickel miner in talks for offtake contracts

BHP Group-backed Lifezone Metals, which is developing a nickel mine in Tanzania, is negotiating supply deals with several electric vehicle manufacturers and battery makers as the race for energy transition metals intensifies, its CEO said.

The process run by RBC Capital Markets to sell yet-to-be-produced metal from Lifezone’s Kabanga Nickel project has attracted strong interest from EV and battery companies, some of which have been to the mine site, CEO Chris Showalter said.

Lifezone Metals, which plans to list in New York this year via a blank-check acquisition deal that values the firm at around $1 billion, owns the Kabanga nickel and cobalt mine and refinery in north-west Tanzania.

BHP currently holds a minority stake in Kabanga and has an option to raise its interest in the mine to 51% and subsequently become its operator, Showalter said.

The global miner is pivoting back to Africa after exiting the continent in 2015 when it spun off South32.

The Tanzanian government also holds a minority stake in Kabanga.

Via the deals currently under discussion, Lifezone could sell its share of output, equivalent to 40% of the metal produced at the facility, to help raise the capital it requires for the mine’s development, Showalter said.

“Primarily what we are looking for is a prepayment structure,” Showalter told Reuters.

“In our view this would replace the more traditional project finance portion of the project funding.”

EVs and battery manufacturers wanting to secure supplies from the mine could have to compete for offtake rights, Showalter, a former investment banker, said.

Nickel, key to growth in electric vehicles, is used in lithium-ion batteries, and helps vehicle manufactures to use less cobalt.

Indonesia currently accounts for around 40% of the world’s nickel supply, with much of it controlled by Chinese companies.

With BHP’s backing, there is potential to expand on plans to produce about 60,000 tons of refined nickel from initial expectations of about 40,000 tons, Showalter said.

View attachment 37233

But then that stupid MoM goes and offers CMOC to extract nickel from the DRC, without any contestable bidding.

FMD, it's either paper bags, or some oral

 

[cruiser51]

*Apologies for Not Posting this and other recent Tweets on the "Other Thread" - AVZ Discussion 2023, after being asked to comply time and time again, by some who's gone MIA and who's name i can't remember My Bad

Anyway, Looks like the Best thing about that 2023 Thread, apart from being Dead as a Door-nail, Is the Tumbleweeds

View attachment 37225

From this item last paragraph:

"It is estimated that 90% of the Congo's mining exports go to China, but its contribution to GDP does not exceed 30%," said Jean-Pierre Okenda, director of extractive industries for Resource Matters, an NGO which is calling for greater transparency in the negotiations.

Tshisekedi is expected to raise the issues during his trip to Beijing. However, "the real negotiations with the Chinese side will only start when the president returns," one of the sources told Reuters.

 

[wombat74]

Kiki also finished article with "It is up to the Congolese head of state, Félix Tshisekedi, to cede or not, the monopoly of lithium to China".

I suspect (60% hopeful) that C & Z are out of Manono PR13359 going forward & hence C & Z lodged claims for damages with ICC. Either they are out or they are trying to scare off, delay to after elections ...; whoever Dathcom's new JV partner(s) will be before it gets finalised.

I think I read PR05 FT is meeting PR Xi on 26/5. I'm hoping we hear meaningful leaks in the days after that and hoping for AVZ Ann's by early to mid-June.

IMO, Sparrowhawk

With only 6 months to the elections would Felix want any fall out either way ?Is it safer for him to hold off and keep it as a work in progress? I am sure the Chinese would be happy to go along with that . Surely in a few months time we are not still sitting here in the cone of silence wondering what's going on ? I think we are all intelligent enough to know what's going on . Punters might need to tell the AVZ Team what's going on if they haven't figured it out by then so they can reduce their salaries and instigate Plan B . Unless of course they have sorted it out by then. In which case they can give us access to our money . IMO

 

[Dijon101]

Are you thinking about the rail line in the other direction to the port of Banana?

Could be..

It's been awhile

 

[MoneyBags1348]

@Frank @Sparrowhawk12

My view for a long time now is Tshisekedi is trying to work out how the DRC can get a bigger stake in Manono. We all know Celestin Kibeya is corrupt but I think Tshisekedi wants Cominiere to be part of the joint venture after ceding 10% to the government or wants a greater portion ceded to it via another avenue.

Obviously Cominiere has nothing to contribute other than corruption, but remember that deluded corrupt nut job (Kibeya) saying he wanted to control the finances.



One thing that has come from this, a lot of us shareholders now know how to spell and pronounce Tshisekedi’s name

The farce continues

 

[wombat74]

"the real negotiations with the Chinese side will only start when the president returns," one of the sources told Reuters.

If history is anything to go by , Felix is going to make a few stop overs on the way home .

 

[MoneyBags1348]

@Frank @Sparrowhawk12

View attachment 37234

My view for a long time now is Tshisekedi is trying to work out how the DRC can get a bigger stake in Manono. We all know Celestin Kibeya is corrupt but I think Tshisekedi wants Cominiere to be part of the joint venture after ceding 10% to the government or wants a greater portion ceded to it via another avenue.

Obviously Cominiere has nothing to contribute other than corruption, but remember that deluded corrupt nut job (Kibeya) saying he wanted to control the finances.



One thing that has come from this, a lot of us shareholders now know how to spell and pronounce Tshisekedi’s name

The farce continues

 

[cruiser51]

"the real negotiations with the Chinese side will only start when the president returns," one of the sources told Reuters.

If history is anything to go by , Felix is going to make a few stop overs on the way home .

Sight seeing in Taroko National park, fly over the Spratney Islands, followed by a stopovers in Manila, Hanoi, Kuala Lumpur, Brunei and Jakarta to gauge the general feelings about the China's behaviour in the South China Sea?

It would be an absolute eye opener for Felix, vely educational.

 

[MoneyBags1348]

Sight seeing in Taroko National park, fly over the Spratney Islands, followed by a stopovers in Manila, Hanoi, Kuala Lumpur, Brunei and Jakarta to gauge the general feelings about the China's behaviour in the South China Sea?

It would be an absolute eye opener for Felix, vely educational.

I was watching a CIA operative - analyst the other day saying he thought China would take Taiwan in the next few years. Not by military force, they could take it legally the same way they recently took back Hong Kong…. Or some shit

 

[cruiser51]

Sight seeing in Taroko National park, fly over the Spratney Islands, followed by a stopovers in Manila, Hanoi, Kuala Lumpur, Brunei and Jakarta to gauge the general feelings about the China's behaviour in the South China Sea?

It would be an absolute eye opener for Felix, vely educational.

Felix is now in the same time zone as Perth, wink wink, nudge nudge.

 

[MoneyBags1348]

Felix is now in the same time zone as Perth, wink wink, nudge nudge.

If he looks out the window he might see this

I’ve obviously got too much time on my hands today cruiser…. Time to log out and do something useful

 

[Winenut]

I was watching a CIA operative - analyst the other day saying he thought China would take Taiwan in the next few years. Not by military force, they could take it legally the same way they recently took back Hong Kong…. Or some shit

China wants Taiwan's semi-conductor and advanced chip technologies and manufacturing...it's a recipe for global control on the tech side

Just a sideline from global control of Lithium

https://www.euronews.com/next/2023/...-between-china-and-taiwan-put-their-supply-at

 

[Mr Inappropriate]

"China intends to reassure its hold on the Congolese lithium."

Interesting way of putting it . I wasn't aware China had a hold on DRC's lithium apart from trying to steal 15% of the Manono project .It's up to Felix. He's in a very prickly situation. Does he have the balls to go against China ?

On the available evidence, no.

 

[Xerof]

Are you here Randall? Must say, your mantra is on the money

 

[Xerof]

And @JAG , I see you have narrowed your focus

 

[cruiser51]

On the available evidence, no.

I'm afraid that Felix's balls are in a Chinese

It's hard to make a smart decision in that position.