AVZ Discussion 2022
- Thread starter GazDix
- Start date
Gotta go a step bigger / further out.View attachment 47718
Welcome to TSE Schmi
Yes, clearly things have changed with the Cami website and having given it a bit of thought over night, i refer to the above statement as a possible reason for that.
The second half of that statement is the most poignant imo, .........Entry into MOU will be a significant step towards the development of the Manono project, it will also maintain positive working relationships with all stake holders.
Could it be that MANONO LITHIUM is the amalgamation of the newly formed MOU ?
Now what entities could be involved in that MOU ?
Clearly AVZ will be part of it, CATH too, whispers that CMOC could be involved and of course DRC govt.
Will Zijin be involved ?..........I think not, ICC arbitration will find that ROFR was not legal, therefore they were not a participant in Dathcom in the first place.
What about Cominiere ?.........I think not, they had to cede 15% of their interest in Dathcom to DRC govt regardless.
On that Cami website, there is a clear definition between Roche Dure and CDL.
Could it be that exploitation ML gets awarded to AVZ for RD, thus activating the $240m Cath deal and a JV arrangement is concocted between AVZ, CMOC & CATH to explore CDL ?
Remember, DRC govt wouldnt want such a big project ( CDL ) to lay idle , whilst RD is constructed and AVZ only did a few drills in the southern part of CDL , so not alot of definition work was done on that project the last few years, so it would make sense to get other parties to join AVZ to accelerate that development.
As long as AVZ maintains 51% control, i would have no problem with that scenario.
The win , win ( positive working relationships with stake holders ) is that ICSID court case against DRC govt gets dropped , China still has significant involvement with Manono and tells Dathomir / Cong / Zijin to pull their head in...
Hopefully, come 23/11/23 at the AGM, MOU progress might have reached a stage whereby Nige could reveal more about this equation, therefore MMGA is irrelevant.
Its just my musings and i remain hopeful.
imo
I'm guessing that MoU will also cover something about processing.
That's one of the big sweeteners that we can offer to DRC without giving up project equity or tenements. With CATH as partners, it's also one of the big advantages we have over zijin. CATH have processing experience and can help set that up in the DRC, which is ultimately the bug picture goal for them - much more than just mining royalties. Would be a big win-win.
By comparison what does zijin offer? Mining only, shipped off to be processed in China, often fudging the numbers to minimise tax revenue. Oh and with a side-serve of human rights abuses for the local population.
My question to Nigel would be:
"When stating 'maintain positive working relationships with all stakeholders', who specifically are the stakeholders that will continue to be involved with the project post-awarding of the mining license?"
Absolutely, Cath have heaps more advantages than Zijin, we purportedly have a good working relationship with them, they have capital clout and processing skills to energise the battery hub vision, plus one has to assume their integrity is much better....
I dont believe Zijin will be in the equation at all, nor cominiere, hence why they have colluded to seek financial compensation from AVZ thru ICC arbitration which is baseless.
I dont believe AVZ have to give up project equity or concession on CDL, but will have to formulate a JV to progress it, which is standard practice in Australian mining if its not your core project.
Lets see what transpires.
I need to share a concern that CATH may be behind Bin Guo, which is the ultimate creator of MMGA. I am not sure whether it is CATH or Huayou or Yibin Tianyi or all of them. But based on what I have heard, CATH can not be trusted fullyAbsolutely, Cath have heaps more advantages than Zijin, we purportedly have a good working relationship with them, they have capital clout and processing skills to energise the battery hub vision, plus one has to assume their integrity is much better....
I dont believe Zijin will be in the equation at all, nor cominiere, hence why they have colluded to seek financial compensation from AVZ thru ICC arbitration which is baseless.
I dont believe AVZ have to give up project equity or concession on CDL, but will have to formulate a JV to progress it, which is standard practice in Australian mining if its not your core project.
Lets see what transpires.
MoneyBags1348
Top 20
Absolutely, Cath have heaps more advantages than Zijin, we purportedly have a good working relationship with them, they have capital clout and processing skills to energise the battery hub vision, plus one has to assume their integrity is much better....
I dont believe Zijin will be in the equation at all, nor cominiere, hence why they have colluded to seek financial compensation from AVZ thru ICC arbitration which is baseless.
I dont believe AVZ have to give up project equity or concession on CDL, but will have to formulate a JV to progress it, which is standard practice in Australian mining if its not your core project.
Lets see what transpires.
A perfect time to put on a classic song for you BEISH….
BEISH, the best thing about my generation was we had the music to get us through anything, don’t worry about waiting for the fat lady to sing….
sometimes you just have to let yourself live in the music rather than the moment, hope you enjoy this song as much as I do
Last edited:
Winenut
Go AVZ!
TheGermanOne
Emerged
Avz should negotiate a blocking stake for a possibel newly formed northern PR at a minimum. And then the jv with cominiere and zijin can work over there and dathcom with their PE in the south can move on... my idea for a dealSorry BEISH, I’m afraid you are wrong mate. Cominiere and Zijin clearly trying to steal CDL…. Fat Tail (MMGA) are in on it
CAMI clearly want DRC to have greater ownership of projects and if they can’t get it from RD, they will try and get through Cominiere having a JV with Zijin
All illegal of course, and all in my opinion
I’m signing off now mate, as usual I already spend too much time here
Ever watched Make Amani Great Again?
BRICK
Regular
I’m signing off now mate, as usual I already spend too much time here ......
I am in the same generation as you Money, love Aerosmith, love slash aka Guns n Roses, here is a couple of other songs that depict AVZ predicament in the DRC.........enjoy.
I’m signing off now mate, as usual I already spend too much time here ......
I am in the same generation as you Money, love Aerosmith, love slash aka Guns n Roses, here is a couple of other songs that depict AVZ predicament in the DRC.........enjoy.
Here's one for those MMGA goons.
BRICK
Regular
LithiumKing
Regular
Is there anyone good with photo shop that can put a small picture of tommy turd in the background?
" Changels coming to AVZ "
Cocky sons of bitches hey ?
Wow, cant wait for the update.....
Cant wait till the AGM , will they be there for some question time ?
BRICK
Regular
Mate, My moneys on an all in brawl fueled by those Solo Cans" Changels coming to AVZ "
Cocky sons of bitches hey ?
Wow, cant wait for the update.....
Cant wait till the AGM , will they be there for some question time ?
Similar threads
