AVZ Discussion 2022

[Cumquat Cap]

Graeme doesn't sound too bullish in those responses - probably been through the ringer last few years.

He was circa 12 Million reasons to care about this fucking ML

 

[LOCKY82]

Ever considered what the final turd speed in a 6 inch vertical sewage drop line from the 125th floor on the way down could be?
Would they have an reinforced impact plate on the ground floor?

The logistics in buildings that size are mind boggling!

I hear at those heights they run the sewer pipes in Rollercoaster formation to slow down out of control turds

 

[BRICK]

I hear at those heights they run the sewer pipes in Rollercoaster formation to slow down out of control turds

ok ok

here we go:

 

[wombat74]

Graeme doesn't sound too bullish in those responses - probably been through the ringer last few years.

He was circa 12 Million reasons to care about this fucking ML

AVZ have come to the crossroads . Now we await the DRC's response .

 

[forestgump]

I wonder if he suing Brewer as well? Heard he lost almost all he had on WFE after having a coffee with that Brewer prick and getting the nod and wink and going all in.

Wasn't the only one who lost a bit on that one

 

[Xerof]

I saw on X a couple of days ago that they were sending one rep, a female diplomat IIRC

Here you are:

https://x.com/WuPeng_MFAChina/status/1747585924933066898?s=20

 

[cruiser51]

Here you are:

https://x.com/WuPeng_MFAChina/status/1747585924933066898?s=20

So if we send our disc jocky with dancing girl Wong, we will be right and not wrong.

 

[Panther22]

Wasn't the only one who lost a bit on that one

I lost plenty on WFE. Brewer is a rogue and that's putting it nicely. Would not touch anything he is involved in.

 

[cruiser51]

ok ok

here we go:

Great news they did consider the danger of super sonic turds, pity they used acoustic pipes.
Living on the 2nd floor would have been fun to hear them scream past from the top floor.

 

[Doc]

I lost plenty on WFE. Brewer is a rogue and that's putting it nicely. Would not touch anything he is involved in.

Yeah me too. That one stung. From that to this. FML

 

[Hodlandwin69]

For those wondering what's next, I don't know how DRC will respond, but we do have this in Perth to look forward to. Someone please go. I shall be working to stay afloat.

 

[Hodlandwin69]

For those wondering what's next, I don't know how DRC will respond, but we do have this in Perth to look forward to. Someone please go. I shall be working to stay afloat.
View attachment 54698

And then this one

 

[Bonsoir]

Piece of dog shit degeist/chatforumember posting on X tagging DRC president stirring up trouble.

 

[Elmitso]

ZJ v AVZ - ICC

Claim: AVZ does not recognize Zijin as a shareholder in Dathcom (15% ROFR)

Sep 2023 - hearing on jurisdiction completed
Nov 2023 - submissions on jurisdiction
Feb 2024 - verdict on jurisdiction - likely to rule in our favour

Nov 2023 - emergency submission to throw the case out in light of 15775 and the return of shares in Dathcom.
Dec 2023 - ruling on emergency submission to throw the case out - pending, but unlikely


AVZ v Dathomir - ICC

Claim: 10% from Dathomir which has been illegally terminated

Oct 2023 - provisional measures requested by AVZ to remove Dathomir's request to dissolve DATHCOM JV (given it is no longer part of the JV)
Verdict pending, highly likely to rule in our favour, Jan 2024


AVZ v Dathomir - ICC

Claim: 5% from Dathomir which has been illegally terminated

DLA requested consolidation with the above case to address all 15% at once.
Verdict will likely come alongside the provisional measures, likely to consolidate.


AVZ v Cominiere - ICC

Claim: Cominiere illegally terminated JVA and breached contractual obligations (including ROFR)

May 2023 - Emergency injunction 1 granted, 50k euros daily penalty for any action cominiere takes with adverse effects to Dathcom
Nov 2023 - Emergency injunction 2 granted, additional 50K penalty which now includes 15775 and restricts cominiere from working on the tenement
Dec 2023 - Panel constituted and hearing on measures for enforcement.
Verdict likely to come mid Jan 2024 on the enforcement of Emergency Injunction, before going into other remedies and issues


Cominiere + ZJ v AVZ - ICC

Claim: AVZ triggered ministerial decree 00031, and detractors claiming damages of $1b

Sep 2023 - ICC refused ZJ's request to delay and consolidate case with ZJ v AVZ.
Dec 2023 - Tribunal to be constituted followed by submissions
Verdict won't come till late 2024 - pure fund drainer IMO


AVZ v DRC - ICSID

Claim: DRC breached mining code and unlawful termination of 13359

Oct 2023 - AVZ files emergency request to maintain status quo
Nov 2023 - ICSID takes note of ICC and issues provisional measures to be heard in Dec 2023
Dec 2023 - first virtual hearing 11th Dec
Verdict will come before Christmas to order complete stop of development at Manono by companies other than Dathcom.

Does anyone have any info on whether the timelines for these are still correct? Some have happened, but most seem to indicate mid Jan.

 

[LX600]

‘ bide time to build stakes in overseas, high quality lithium plays, predominantly Africa’

Interesting post on x from Dwayne Sparkes:

1/2 A couple of days have passed now and I’ve slowly recovered from reading the GS supply table. Some more ramblings on the current lithium market whilst I sip my morning coffee (managed to get this one down).

Following on from my previous post regarding lepidolite production within China. The Chinese have shown that they are willing to mine spodumene at a near loss. It seems they aren’t too bothered about losses at the mining stage if it means greater control over the market. Alita with the whole Bald Hill mine debacle, were allegedly selling Spod concentrate from Bald Hill well below the current market price (70% under) to their Chinese offtake partner… See screenshotted article below.

So why is China suppressing the price with low grade internal sources? I believe Its to bide time to build stakes in overseas, high quality lithium plays, predominantly Africa given the Australians and Canadians aren’t willing to play ball. Chris and Gina are well aware of this, and its most likely they are aware that the lepidolite reserves are a short term band-aid solution.

As per my last post, you need roughly 84 tonnes of lepidolite ore to make 1 tonne of LCE. The contained lithium content of these low grade lepidolite mines is miniscule. The numbers below speak for themselves.

‘414 Mine’ has 130Mt @ 0.38% li2O.

Contained lithium = 0.0038 x 130Mt = 0.494 Mt li2O. That’s roughly 1.22Mt of LCE.

Compare that to Kathleen Valley. 156 Mt @ 1.4%.
Contained lithium = 0.014 * 156Mt = 2.184 Mt li20. That’s roughly 5.4Mt of LCE

So the ‘414 Mine’ is around 20% of Kathleen Valley in terms of contained lithium…

Also its not just about size, its how quickly can you get it out of the ground. $LTR for example is going to be a 4mtpa operation for 700,000kta SC6. You’ll need a 14.7mtpa operation to get the equivalent output from lepidolite grading 0.38% (414 Mine grade). And that's just the initial beneficiation stage...

 

[cruiser51]

Piece of dog shit degeist/chatforumember posting on X tagging DRC president stirring up trouble. View attachment 54704

If you look at his posts it is pretty clear he is attempting to drum up support and is behind the Omni Bridge effort.

It is also pretty clear it was him, who got several people, including me, suspended from hotcrapper in the last couple of weeks.

He is not asking me for support, because he knows very well that I would tell him to go fuck himself till he drops dead, nasty piece of shit.

It was the same reason he tried to wurm his way into TSE and probably still is, under his trade mark modus of operandi, ie a multitude of aliases.

The only thing he can not hide is his confused rambling on.

I wonder, with his obsession, if he has time to consider the speed of ultra sonic turds.

 

[DiscoDanNZ]

Anyone else looking forward to building the mine for free with all the fine money? Maybe it's one of the alternative funding arrangements Nigel used to talk about.

 

[BRICK]

Piece of dog shit degeist/chatforumember posting on X tagging DRC president stirring up trouble. View attachment 54704

Confucius say, man who douse himself in petrol and light match is gonna get real burnt.

 

[Carlos Danger]

 

[BRICK]

My god that creep is really trying his hardest to drum up something out of about as much as a handful of fart air.


Shame Eastwood as CFM on HC posts a post on HC where he suggests that AVZ may have made a slightly inaccurate statement 6 years ago.

Shane Eats-wood then posting under Der Geist on Twitter, refered to his own post in HC, states that "an AVZ shareholder", (meaning himself) is making allegations against AVZ....

allegations meaning crap posted on some crap forum.
Crap posted meaning endless long posts detailing exactly squat, but suggesting maybe something innacurate might have been stated 6 years ago.
Endless drivel but no evidnece or proof of what he's trying to scare up.

But there isn't even an allegation, there's just a question which is posed, "Did AVZ lie?"

Thats all he's got..

a question he himself posed.

What a fucking wanker.

It would appear that he is making a schoolyard attempt to create social media evidence and the like to be able to use in the future me thinks.
The way it’s all written looks like it’s intended to be referred back to in the future