AVZ Discussion 2022

[Cumquat Cap]

Painful having to just wait for these fools to make a decision/do the right thing - fucking over it

 

[Carlos Danger]

Who (individuals) are we in discussions /negotiations with ? Has Nigel mentioned any names ? Cominiere still beating their chests saying ICSID doesn't apply to them.

Nigel mentioned the possibility of sitting down to discuss the north with his excellency President 'Monsieur 73%' Tshisekedi in his interview with the tentacles of nine entertainment before xmas. Other than that negotiations will most likely be happening through the lawyers.

As a party of Dathcom technically this decision was a win for Cominiere. Their current ramblings are in line with all the other nonsense like OhAdA they've been crapping on about recently. Nothing more than the delusions of a fool that owes what it can't give. I enjoy it when they disparage and mock the arbitration courts decisions as it only helps us in our cases. Lucky for us Cominiere are too fucking stupid to realise that.

 

[Mr Clean]

With the lithium market imploding, it only reduces more supply from coming online. We might be fortunate in that our forced hiatus isn’t as costly as what we once thought. As long as Felix actually does something productive and resolved this stalemate.

 

[BRICK]

Painful having to just wait for these fools to make a decision/do the right thing - fucking over it

Painful to watch my other stonks down hard while AVZ is outperforming the market

 

[TLH]

Would AVZ still be profitable if we got the mine built in 2 years from now and the lithium tonnage remained the same?

I am still scratching my head as to how so many lithium experts got the demand predictions so wrong?
Was the demand based on trends or was there an assumption that everyone would suddenly run out and buy an electric car?

It seems nobody has any idea of potential future lithium demand. End of 2024, 2025 not until 2028.....

Could AVZ be that big that big that it is a primary reason the lithium price being manipulated?

 

[Doc]

Would AVZ still be profitable if we got the mine built in 2 years from now and the lithium tonnage remained the same?

I am still scratching my head as to how so many lithium experts got the demand predictions so wrong?
Was the demand based on trends or was there an assumption that everyone would suddenly run out and buy an electric car?

It seems nobody has any idea of potential future lithium demand. End of 2024, 2025 not until 2028.....

Could AVZ be that big that big that it is a primary reason the lithium price being manipulated?

Yes. Original DFS was done at $600 or $660/t if I recall ( came out a while ago ) and it was still making good profits. Price is still above those levels.
China smashing the price using inferior grade product but with the surge in demand they don't have anywhere near enough to keep downward pressure on the price. We should see an increase in price in next 6 months.
But what do I know, Im an AVZ investor..........

 

[Azzler]

Yes. Original DFS was done at $600 or $660/t if I recall ( came out a while ago ) and it was still making good profits. Price is still above those levels.
China smashing the price using inferior grade product but with the surge in demand they don't have anywhere near enough to keep downward pressure on the price. We should see an increase in price in next 6 months.
But what do I know, Im an AVZ investor..........

Yes and remember this, we were all very bullish when the DFS was out, now the price is well above that!
Just because it surged and came back doesnt mean shit.
With the current Lithium price we are singing, and this is just with a small plant, we're likely moving to 10MTpa.

Again, financially, we're well ahead with the current lithium price than when we did the financials with our DFS.

The story of a Lithium hyper demand outstripping supply is still real, and it won't be brief.

Now is the perfect time to sink investments into Lithium space. While everyone is worried and the prices are low.

Of course we're all hoping like fuck AVZ will be part of it and not have everything ripped off.

 

[TLH]

Yes and remember this, we were all very bullish when the DFS was out, now the price is well above that!
Just because it surged and came back doesnt mean shit.
With the current Lithium price we are singing, and this is just with a small plant, we're likely moving to 10MTpa.

Again, financially, we're well ahead with the current lithium price than when we did the financials with our DFS.

The story of a Lithium hyper demand outstripping supply is still real, and it won't be brief.

Now is the perfect time to sink investments into Lithium space. While everyone is worried and the prices are low.

Of course we're all hoping like fuck AVZ will be part of it and not have everything ripped off.

Thanks Doc & Azzler. I should have gone through the previous DFC myself- appreciated. I look forward to singing. What a ride it's been.

 

[Winenut]

Thanks Doc & Azzler. I should have gone through the previous DFC myself- appreciated. I look forward to singing. What a ride it's been.

Looking forward to hearing your voice

 

[Remark]

Caption this recent photo taken at a ministers event.

Best caption as voted by TSE @zeeb0t receives fresh Crays direct from the boat!

You can only caption once.
View attachment 54867

"What do you mean Congo Airways doesn't fly to Beijing?"

 

[Dijon101]

Caption this recent photo taken at a ministers event.

Best caption as voted by TSE @zeeb0t receives fresh Crays direct from the boat!

You can only caption once.
View attachment 54867

Jesus!

How many bags?!??!!
and I still can't afford to buy an apartment in Sydney!!

 

[cruiser51]

"What do you mean Congo Airways doesn't fly to Beijing?"

View attachment 54983

Dunno, it must have been a hot day in Beijing, or she was shit scared.
It looks she was sweating profusely under her arms on this piccie.

I learned at physics that there is a reason for everything.

 

[Carlos Danger]

No costs will be awarded until final decision in ICSID case

 

[pow4ade]

The enterprising DRC Leopards have played a draw against Morroco at the African Cup of Nations in the Ivory Coast:

Final group match against Tanzania Thurs 6 am. Go les Léopards.

 

[Pokok]

No costs will be awarded until final decision in ICSID case
View attachment 54996
View attachment 54997

well surprise surprise

 

[Remark]

Well this Twitter/X post explains all the long faces...

https://x.com/Outcast_North/status/1749776315782472007?s=20

 

[Cumquat Cap]

No costs will be awarded until final decision in ICSID case
View attachment 54996
View attachment 54997

Doesn't this just say they will be liable for the court fees if they lose the actual ICSID case (in a year or two) - surely someone in the DRC will step in prior to this, management have absolutely overstated their ability to penetrate higher levels of government it appears

 

[Dazmac66]

well surprise surprise

So basically there is no immediate penalty if they don't comply with the interim measures. What is the point of interim measures if there is no recourse for non-compliance?
And yes Remark, I did noticed the look of doom on the faces in the cominiere meeting. Thieving parasites!

 

[Bray]

Well this Twitter/X post explains all the long faces...

View attachment 55022

https://x.com/Outcast_North/status/1749776315782472007?s=20

Look like they’re ready to cop it no lube

 

[Remark]

MOM (ex?) selling to the Saudi's. For those not on Twitter/X

https://ezdubs-vod-api.com/result/1749114871499878607_fr_en