AVZ Discussion 2022

[BEISHA]

Hello, my English is not that good so everything is translated with Google, sorry.
what's going on now in the DRC with AVZ? the cami has changed something. View attachment 47667 View attachment 47668 View attachment 47669 View attachment 47670

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

 

[Carlos Danger]

Another thing I would ask , if the BoD lock in ICSID what are they going to be doing to earn their salaries ? Sitting around the office playing mahjong for the next couple of years ? Maybe for $20 bucks an hour but not for $350k a year thank you . They need to sort this sh1t out asap and get the AVZ show back on the road what ever it takes. IMO

Could be 9 of them soon too

 

[MoneyBags1348]

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

Sorry 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

 

[Carlos Danger]

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

Hope you're right. Given the citing of the Dathcom JVA termination by MoM on top of her ignoring our appeal to the illegal cancelling of our ML decree plus the way CKK and all the other Zijin hood rats have been celebrating I seriously doubt it. But it's defo possible.

Franck Fwamba said he is looking into who is involved with Manono Lithium so hopefully we will know soon. I did try checking the RCCM but it's still inaccessible. And there's no other companies house style search records for entities in the DRC that I know of.

 

[BEISHA]

Sorry 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

Well Money, everthing about this forum is about having a opinion in the absence of ASX announcements / AGM, so no one is right or wrong until the ...

Having said that, I am afraid you are wrong......

Cause your scenario is just inplausible , given what we all know about Zijin / Cominiere relationship.

time, plenty of it.........will tell eventually.

 

[whales]

On October 9th, AVZ makes an announcement regarding the progress towards a Memorandum of Understanding (MoU). Nigel Ferguson, after a meeting with the President, confidently assured presidential support. Prior photos captured Nigel grinning following discussions with the new Cami leadership, along with our ambassador's encounter with the President and our ongoing cooperation with other high-ranking DRC officials.

However, less than two weeks later, Carlos Danger states, "It is evident that, within the DRC legal system, we seem to have lost control over the tenement" (Carlos, I highly value your insight). Really, FFS can this be happening before our eyes? The only consolation I can draw comes from the final sentence below, emphasizing a "strict legal regulatory framework." Could it be that the relevant DRC institutions are merely addressing existing legally binding decisions, which may later be overturned through appeals and ICC judgments, ultimately resulting in the restoration of AVZ's ownership? I live in hope that this is what has been conveyed to Nigel by previously mentioned high-ranking officials.

View attachment 47713

No your legally binding assumption is wrong.
As 13359 was restored as a whole tenement.
It is now split.
Only positive can assume is Zijin no longer involved in Roche Dure allowing Dathcom additional 15 % with First Right of refusal bringing potentially 90% ownership over Roche Dure once Cong is resolved.
I personally would be glad to get into production than 5 years in the courts and uncertainty.

 

[Dazmac66]

In any shithole other than DRC, AVZ 90%! But money talks, what compensation will be offered if we have any less than 90%? This is the MoU in a nutshell I suspect.

 

[JNRB]

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

Gotta go a step bigger / further out.
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?"

 

[BEISHA]

Gotta go a step bigger / further out.
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.

 

[LX600]

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 fully

 

[MoneyBags1348]

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

 

[Winenut]

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 fully

Why do you think CATH are behind Bin Guo?

What is your evidence to that?

 

[TheGermanOne]

Sorry 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

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 deal

 

[cruiser51]

Why have the DRC/China jumped the gun here ? Why didn't they wait until after the AGM to steal the project from us ? Were they not confident the MMGA would get up? By stealing it now SH may cling to MMGA as a last hope / nothing left to lose option ? MMGA then betray AVZ take their snack bags and run . Looking forward to an update from Nigel in the coming days .

Ever watched Make Amani Great Again?

 

[BRICK]

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

Hang on, did someone say....

 

[cruiser51]

CATH and Yibin are connected vial CATL.

 

[BEISHA]

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

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.

 

[BRICK]

Well if its evening Sunday night tunes...

 

[wombat74]

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.

 

[wombat74]

Lets Rock!!!