AVZ Discussion 2022

BEISHA

Top 20
Well that's true to a point Hemi,

because as we have seen a few times now, the fuckwits (đź‘‹) watch this forum like hawks looking to cherry pick and attack at any opportunity. I'm not interested in playing into their hands, to the ultimate detriment of us SHs. We have an investment here no point talking it down, it certainly wont help sell it nor negotiate the best outcome. But it can help the detractors in showing them a sentiment they can try and leverage.

It's a pretty much nailed on certainty to say everyone is over this, frustrated, and pissed off at the corruption that's blocked every single poster here as well as the grand total of 20,000 AVZ SHs, that's crazy. The shit thats happened in the last two years is ridiculous and worthy of a Netflix film. The opportunity cost lost alone is huge.

It still matters mate, end of the day if they are complete cunts then ICSID comes in and gives them the pineapple treatment we have endured, an by fuck it'll hurt them. I know it'll take forever, I know it'll be a real pain in the arse to get the $$ off them, but it WILL happen. The ball is in their court, negotiate in good faith or go bankrupt via ICSID.

Alternatively, if they got this mine up, these corrupt tits could then syphon off all that juicy tax money and also their share of profits in their holding percentage. But instead, a few simpletons hold this up for two years and in effect for literal peanuts in comparison to the possible $$ flow.

Slow clap boys, slow clap.
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BEISHA

Top 20
Establishment of the government: the strong message from Tshisekedi facing the leaders of the Sacred Union!

View attachment 64407

He no longer pampers them as he did during the first term.

Félix Tshisekedi used his signature to erase the “wrens” who thought they were competing for power with him.

In the Suminwa government, the president prioritized his own pawns, the rest hardly interested him anymore.

Fatshi already knew he was the winner in this battle against crooked Congolese politicians ready to bend ten thousand bows to obtain a position.

Despite the storm, nothing will change in the sense of reviewing his order, warns a member of the leader's inner circle.

His decision remains and will remain upheld.

Tshisekedi before the 2023 elections is not the Tshisekedi who won the presidential election.

The man has clearly metamorphosed. :unsure:

He dictates the course of action for his political family.

Fatshi refuses to give in to blackmail and establishes himself as the only leader of his camp to make the final decisions without consulting his so-called political partners. (y)

In the last days of consultations, the head of state showed his claws.

He allocated most of the portfolios to his party.

The other forces and their leaders are content with only small fry.


Overwhelmingly, the UDPS-Tshisekedi and its mosaics won 21 departments against 6 for the platform of Jean-Michel Sama Lukonde, the now ex-Prime Minister, and 3 for the UNC-A of Vital Kamerhe, the new president of the National Assembly and 2 for the AFDC-A of Modeste Bahati.

The presidential party made its 185 elected officials prevail over the 450 deputies who are members of the majority to grab the big loot.

The ACP-A of the former Kin government, Gentiny Ngobila, did not obtain any portfolio. However, it has a dozen national deputies.

A sign that mathematical calculation no longer influences the political options of the leader. Quite a symbol.

Tshisekedi's strong message

Now with his stick in hand, the President of the Republic whistles a sort of end of recess.

Those who thought they were untouchable are hit.

Even the virulent Jean-Pierre Bemba was transferred from Defense to Transport without flinching.

Bahati, unhappy with the sharing of responsibilities, was conspicuous by his absence at the last meeting of the presidium.

Two second-hand portfolios were assigned to him, namely Vocational Training as well as Labor and Employment emptied of its true substance, namely social welfare which includes the CNSS and the INPP, two big penny boxes now attached to the Ministry of health.

Kamerhe only received a “full” minister (Hydrocarbons), the other (Urban Planning) is only a simple delegate.

On the other hand, Tshisekedi considers himself relieved for having given pride of place to technocrats.

11 personalities with no clear political affiliation found key roles within the Suminwa government.

They are the VPM of the Economy Mukoko Samba, the Minister of Finance Doudou Fwamba Likunde Likombio, the Minister of Industry Louis Kabamba Watum, the Minister of Mines Kizito Pakabomba Kapinga, the Minister of Health Samuel Roger Kamba Mulamba, of the Minister of Gender Léonie Kandolo, the Minister of Tourism Didier Mpambia Musanga, of Agriculture Grégoire Mutshail Mutomb, of Foreign Affairs Thérèse Kayiwamba Wagner, of Hydraulic Resources and Electricity Teddy Luamba Muba and finally of the ESU Safi Somba Ayane.

The president is gradually distancing himself from political actors who have tarnished the image of the regime because of the widespread misappropriation of public funds.

Stuck, the banished praise the head of state

Tshisekedi removed many leaders of political groups from the executive.

Christophe Lutundula, Adèle Kahinda, Pius Muabilu…, the list is long. (y)

He didn't explain his choices to anyone.

Most of the leavers discovered their ostracism like everyone else on TV.

Faced with this harsh reality, the moral authorities could only bow.

They swallowed their pride and dealt with their disappointment.

The group leaders simply capitulated to the big Tshisekedi machine.

Because if he failed to flatten himself, anyone who dared to raise his head would have been crushed.

The elected officials lectured


USN elected officials threaten not to invest in the Suminwa government if corrections are not made to the copy deemed unbalanced and unrepresentative of the Suminwa executive.

A damp squib. However, they know full well that the head of state will never reverse his decision.

Tshisekedi is not used to discarding. He remains firm and does not move one iota from his starting positions.

Even if Kabuya, as a good politician, shows a glimmer of hope for the appointments of the frustrated in public companies, Tshisekedi moves forward and takes responsibility.

He alone will be accountable to the population at the end of his term.

The options already exercised, the protesters just have to line up.

Moreover, he had warned the elected officials during their last exchange that he would dissolve the Lower House if the blackmail returns as in the past legislature.

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Flight996

Regular
Yes but you make the statement like it's fact and not opinion.
If you're commenting from the sidelines without diving deeper to find out as much as you can what's going on, it's completely ignorant.
I don't mean to cause offence but why make these observations when you wouldn't have a clue what's going on in the background. It's completely ignorant conclusions.

I very much disagree with the conclusions you're making.

It's always good to have a variety of opinions and views on any subject. Group-think sucks.

At the same time we need the ability to read the room and draw some conclusions on where things are likely to go based on precidence and the available evidence.

The evidence to date, including AVZ announcements point to:
(1) potentially further arbitral wins, (2) ongoing lack of action by the DRC government in addressing endemic corruption and (3) a negotiated settlement in order that AVZ can extract value for its shareholders.

Regardless of arbitral outcomes, the DRC hierarchy, Cominiere, CAMI, Zijin and even CATL will most likely continue to roadblock and frustrate AVZ in order that it cannot make any meaningful progress at Manono.

Zijin, (inconjunction with Comminiere) is already drilling and developing Carriere de l'Este, restoring the Mpiana-Mwanga hydro-electric power plant, building access roads to the mine site...and probably passing off AVZ's drill cores as it own. The evidence is that the horse has bolted, and corruption so pervasive that it will be virtually impossible for AVZ to disentangle the mess and develop Manono.

Cheers
F
 
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Azzler

Top 20
It's always good to have a variety of opinions and views on any subject. Group-think sucks.

At the same time we need the ability to read the room and draw some conclusions on where things are likely to go based on precidence and the available evidence.

The evidence to date, including AVZ announcements point to:
(1) potentially further arbitral wins, (2) ongoing lack of action by the DRC government in addressing endemic corruption and (3) a negotiated settlement in order that AVZ can extract value for its shareholders.

Regardless of arbitral outcomes, the DRC hierarchy, Cominiere, CAMI, Zijin and even CATL will most likely continue to roadblock and frustrate AVZ in order that it cannot make any meaningful progress at Manono.

Zijin, (inconjunction with Comminiere) is already drilling and developing Carriere de l'Este, restoring the Mpiana-Mwanga hydro-electric power plant, building access roads to the mine site...and probably passing off AVZ's drill cores as it own. The evidence is that the horse has bolted, and corruption so pervasive that it will be vertually impossible for AVZ to disentangle the mess and develop Manono.

Cheers
F
Oh no I don't believe AVZ will be developing Manono. I'm not sure anyone is still holding on to that dream.
Regardless of non compliance, the pressure of ICSID will IMHO be enough to force the hand of the DRC, because they're complete and utter corrupt cunts.
The road out is a sale, MoU or not, ML or not.
 
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RHyNO

Regular
If the DRC govt claim we are the issue, which they absolutely do. And zinjin claim they have good legal rights which they do. And Nigel is cashing his performance bonus and not communicating anything at all with anyone. Which he is. And Locke are clearly out for the count. We should be putting every cent we have into ensuring no one sets fucking foot on our mine or any of our land. If there is “good legal title” there should be 300k au a year for a 20 person crew of the biggest motherfuckers any one can imagine to stand on our land and stop any of those dogs pissing in our yard. Nigel should fire the entire board and we should go into absolute lock down. If the “good legal title” is true and not just a lie. I suggested it was but apparently im wrong…so pony up boys!!
 
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SilentOne

Regular
Yes, while that's true as it currently stands, neither the DRC (and Cominiere) nor Zijin will be able to ignore the final ICC and ICSID decisions. In conjunction with the final decisions will come enforceable compensation, penalties and interest.

However, I think the corrupt pricks will simply delay and ignore interim orders until the 59th minute in the forlorn hope AVZ runs out of funds, and then make an offer to get us out of the room.

There is no white knight waiting to swoop in to save our butts. Zijin will eventually get the entire tenement; it's just a matter of time and price.

Jus' say'n

Cheers
F
F

I dont believe thats true - the West is not going to allow China to control the lithium market through theft.

Lets wait and see the outcome of the ICC and the ICSID.


Regards,

SilentOne
 
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SilentOne

Regular
It's always good to have a variety of opinions and views on any subject. Group-think sucks.

At the same time we need the ability to read the room and draw some conclusions on where things are likely to go based on precidence and the available evidence.

The evidence to date, including AVZ announcements point to:
(1) potentially further arbitral wins, (2) ongoing lack of action by the DRC government in addressing endemic corruption and (3) a negotiated settlement in order that AVZ can extract value for its shareholders.

Regardless of arbitral outcomes, the DRC hierarchy, Cominiere, CAMI, Zijin and even CATL will most likely continue to roadblock and frustrate AVZ in order that it cannot make any meaningful progress at Manono.

Zijin, (inconjunction with Comminiere) is already drilling and developing Carriere de l'Este, restoring the Mpiana-Mwanga hydro-electric power plant, building access roads to the mine site...and probably passing off AVZ's drill cores as it own. The evidence is that the horse has bolted, and corruption so pervasive that it will be virtually impossible for AVZ to disentangle the mess and develop Manono.

Cheers
F
AVZ does not need to disentangle anything - the SinBin transaction it has been reported as being based on illegal activity/corruption - if this is the case then in my opinion is, it has no standing. My thoughts are, just because they are working on the tenement illegally doesn't make it theirs - not a smart move.

You may have a key to a house it doesn't mean that you own it.

Regards,

SilentOne
 
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Pokok

Regular
Are you saying that once a company is delisted, it becomes impossible to keep any of their operations a secret?
That because you haven't heard of something happening, it means there must not be anything happening?
Just trying to get straight what you're saying.
Yes mate , I am saying I don't think anything is happening because it would have leaked by now .
 
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ChillaM

Member
P, your'e assuming that you must know everything that there is to be known about AVZ, because secrets are hard to keep - seems like logical fallacy.
I 'suspect' (without knowing for sure) that there are many many secrets and gaps in my knowledge, including about AVZ, of which I'm pig ignorant.
I don't know what I don't know, oink
 
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wombat74

Top 20
F

I dont believe thats true - the West is not going to allow China to control the lithium market through theft.

Lets wait and see the outcome of the ICC and the ICSID.


Regards,

SilentOne
Mate an ICSID result is years away . How are your arteries ? Plaque build up ok ?How's your mental health ? If you think shareholders should wait around for an ICSID result and the very remote possibility of compensation$$$ years later , you are living in a f--king fairytale world mate. Your narrative thus far has a million holes it .
 
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Samus

Top 20
Surely you can imagine that unless you're in the trenches, you would be completely unaware of any western involvement or influence?
The herald sun doesn't have a monopoly on all the goings on in the world.

The show ain't over yet, I'm just saying if you don't know, why draw such conclusions?
I didn't draw any conclusion Azz, just making a statement. I'm not a herald sun reader and whatever else that implies, which actually sounds like you're trying to tar me with the wrong brush.
My opinion is based on a broad cross section of media that one must delve into these days in order to find some semblance of the truth.
There are things out of whack in the world right now and the Chinese interfering in critical minerals across the spectrum including the monopoly and depressing of prices unfortunately looks like taking advantage of wider issues in the West in my view.
Without delving into the politics we've got two geriatrics vying for power at the top and things look just as bad or worse further down the food chain as predatory totalitarian nations take advantage of our weak positions.
It doesn't feel like we're focussed enough on problems like we're facing with AVZ when domestic supply chains are just as much under threat and take priority.
In my opinion.
 
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oxxa23

Regular
Fuck, take some chill pills people.... a bit of media telling us what we already knew re zijin not giving two fucks and everyone is in meltdown....

There is two forms of pressure that could get us a win here.... one is international courts.... the other is the USA and EU's desire not to let China dominate and manipulate....

Remember what sort of money both the usa and eu are throwing at their policies re not letting China dominate.... why would they be oblivious to manono and what it means to lithium.?

It's a political world, they can't just go in all guns blazing, especially when a govt hadn't even been finalised.


And rhino, not one bit of proof to say Locke is gone... albeit, nothing verbally to say they're staying either....

It's like an extra day to a weekend had given us all fears of a an extra day to stress and not get distracted with work.....
 
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SilentOne

Regular
Mate an ICSID result is years away . How are your arteries ? Plaque build up ok ?How's your mental health ? If you think shareholders should wait around for an ICSID result and the very very very very very very remote possibility of compensation$$$ years and years and years later , you are living in a f--king fairytale world mate. Your narrative thus far has a million holes it .
Wombat,

If you think you have what is required - feel free to run for a board position and lead the charge.

I dont think things have years to run - but hey if I am wrong then you will feel the pain.

I am steadfast supporting the Board - otherwise your other option is to support MMGA and lets see where that goes.

I am happy to see the litigation to its end - but would prefer not to. And no, I can't afford to lose my investment, but I am not going to be bullied either (and no I don't see you as a bully).

Interesting foot note - not only am I an Analyst the group I work with specialise in attempted suicide - so both my mental health is fine, and my well being is good - I am glad that you care.

I take a matter-of-fact position on AVZ - lets simply wait for the ICC & ICSID rulings to play out.

Wishing you the best.

SilentOne
 
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Wombat,

If you think you have what is required - feel free to run for a board position and lead the charge.

I dont think things have years to run - but hey if I am wrong then you will feel the pain.

I am steadfast supporting the Board - otherwise your other option is to support MMGA and lets see where that goes.

I am happy to see the litigation to its end - but would prefer not to. And no, I can't afford to lose my investment, but I am not going to be bullied either (and no I don't see you as a bully).

Interesting foot note - not only am I an Analyst the group I work with specialise in attempted suicide - so both my mental health is fine, and my well being is good - I am glad that you care.

I take a matter-of-fact position on AVZ - lets simply wait for the ICC & ICSID rulings to play out.

Wishing you the best.

SilentOne
What kinda of work involves analysing attempted suicides? You do mental health research or something?
 

Samus

Top 20
I'm not sure how anybody can place any faith in whatever sham of a new government the DRC comes up with after months of vying for positions of power for their friends and relatives. The place is a fucking joke, if they aren't all totally corrupt already give them a month or two just like we saw with Antoinette N'samba. It's a giant maffia network and embezzlement scheme.
Bring on ICSID.
 
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SilentOne

Regular
What kinda of work involves analysing attempted suicides? You do mental health research or something?
My point was that my mental health is fine - and if it wasn't then I have plenty of support - Wombat had asked me a question and I had answered it.

I think it's also important that people need to think about the consequences of their posting and the potential triggers associated with postings- we should focus on supporting each other rather that finding fault or a worst-case scenario - what brings us together makes us stronger.

Dont feed the enemy with negativity - lets simply wait for the outcomes of the ICC & ICSID - speculating serves no purpose other than potentially triggering people's anxieties.

Just my thoughts.

SilentOne
 
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SilentOne

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I'm not sure how anybody can place any faith in whatever sham of a new government the DRC comes up with after months of vying for positions of power for their friends and relatives. The place is a fucking joke, if they aren't all totally corrupt already give them a month or two just like we saw with Antoinette N'samba. It's a giant maffia network and embezzlement scheme.
Bring on ICSID.
Sam,

You might be correct - however its a new round of Paper Bags - its getting expensive for the criminal element. How many times can SinBin buy the same car before they get overwhelmed by its' fumes.

I know I am showing my age, but I am thinking Monty Python.

Regards,

SilentOne
 
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Samus

Top 20
Sam,

You might be correct - however its a new round of Paper Bags - its getting expensive for the criminal element. How many times can SinBin buy the same car before they get overwhelmed by its' fumes.

I know I am showing my age, but I am thinking Monty Python.

Regards,

SilentOne
Seems to me like they've been doing it for decades to the point where it's become a way of life. Hopefully I've just become a bit jaded but it's difficult to feel anything otherwise after the unbelievable shit we've witnessed for the past two years and now even the refusal to abide by or even acknowledge the rulings of various arbitrations.
They're of weak morals and character and China has got them by the balls.
 
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Dave Evans

Regular
Fuck, take some chill pills people.... a bit of media telling us what we already knew re zijin not giving two fucks and everyone is in meltdown....

There is two forms of pressure that could get us a win here.... one is international courts.... the other is the USA and EU's desire not to let China dominate and manipulate....

Remember what sort of money both the usa and eu are throwing at their policies re not letting China dominate.... why would they be oblivious to manono and what it means to lithium.?

It's a political world, they can't just go in all guns blazing, especially when a govt hadn't even been finalised.


And rhino, not one bit of proof to say Locke is gone... albeit, nothing verbally to say they're staying either....

It's like an extra day to a weekend had given us all fears of a an extra day to stress and not get distracted with work.....

I agree with you Ox. I posted that article here as more evidence of Zijin’s illegal actions (to add more proof to all the other illegal actions) not as a trigger to set off alarm bells. I also put it on a thread devoted to just Manono Lithium and in future I’ll just keep posting info to other threads.

I’m realising it’s too big a stretch for some people to use the information to help inform investors to what’s going on when they can more easily use it to spread their own fears to other investors who still believe the DLA Piper approach is the way to go and there’s a new DRC government that has only just formed in the last day or two.

Lukonde, Adele Kayinda, Antoinette N’samba all gone. Obviously no one else from the Steel City on TSE but whatever, get this into ya’s

 
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I agree with you Ox. I posted that article here as more evidence of Zijin’s illegal actions (to add more proof to all the other illegal actions) not as a trigger to set off alarm bells. I also put it on a thread devoted to just Manono Lithium and in future I’ll just keep posting info to other threads.

I’m realising it’s too big a stretch for some people to use the information to help inform investors to what’s going on when they can more easily use it to spread their own fears to other investors who still believe the DLA Piper approach is the way to go and there’s a new DRC government that has only just formed in the last day or two.

Lukonde, Adele Kayinda, Antoinette N’samba all gone. Obviously no one else from the Steel City on TSE but whatever, get this into ya’s


You can take the boy out of Novo, but not the Novo out of the boy!
 
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