AVZ Discussion 2022

[CHB]

I’m sure within the 20,000 share holders in Oz and around the world there would be some pretty nasty characters that will not let this corruption slide into the annals of history, if we lose this I’m betting there will be a mechanism of consequences for those recalcitrant signatories and their lackies in some form or another. Not from me as I’m not a violent person.

Highly doubt it. Just a fantasy.

 

[kulturica]

Manono Lithium continuing to progress the north fits with what management have told us. What they haven’t told us is the expected timeline it will take to ‘prosecute these matters in the absence of a negotiated outcome with the DRC state’. The only clue we have came from the now silenced 9card who told us the FIRST hearing at the ICSID is in June 2025 which indicates we are looking at a long time yet before we get a decision which will most likely be ignored by the DRC government anyway. This is why I’m not a fan of hinted joy jumping in a few weeks especially to someone that says they’re suffering in the lead up to voting season. Reeks of champagne at xmas but I’m willing to give geo the benefit of the doubt for now like I said.

It’s pretty obvious to me that we’re going the distance and the DRC government are willing to play the long game legally in order to progress with China controlling at least the north. In the meantime the plan of our adversaries is to try and bankrupt us or topple Nigel in order to take control of the project for less than fair value. But our realisation of fair value is looking almost certainly like years of arbitration followed by more years of trying to recoup our award through seizing billions in assets from one of the poorest countries on earth whenever they happen to have something valuable in friendly jurisdictions. Like I’ve said repeatedly seeing any fair value return on our investment this side of 2030 will be a miracle imo

View attachment 70745
View attachment 70746

Hi Carlos, I appreciate your posts and your understanding of AVZ situation. I have a question. If you think that DRC will most likely ignore final ICSID decision, what is a reason behind their decision not to take ROCHE DURE, but only CDL ?

 

[BEISHA]

Hi All

I aint directing this post to anyone in particular, but i reckon the rag on @geo_au is a bit unfair.

I have done a few winks in the past, so not sure why i havnt received the treatment!

Yes realism is important, but in my opinion, one needs to retain hope that a favourable outcome is still possible, to not have hope, then one can really spiral out of control altogether...

It aint over till its over!!........just my opinion

There are a few things going on behind the scenes, confirmed to me by a number of sophs in the inner sanctum, i am not at liberty to say for many reasons and to be honest, i am still sceptical myself given all the rumours in the past didnt bear fruit , but i hold hope none the less and everyone should too.

Aside from that, personally i ask myself all the time, if we are truly fucked and our only hope is ICC / ISCID arbitration decisions which could take years to determine , then why hasnt DRC / COMINIERE given Zijin the green light to start construction on RD ?

What is the purpose of the lobito corridor initiative by the US ?

What is in it for them ?

Loading…

finance.yahoo.com

Now thats a really interesting article if true...... ( oops, i winked again)

Now if one had hope, then one could surmise that the purported MOU could be encapsulated with all of the above.

Food for thought.

 

[BEISHA]

Hi Carlos, I appreciate your posts and your understanding of AVZ situation. I have a question. If you think that DRC will most likely ignore final ICSID decision, what is a reason behind their decision not to take ROCHE DURE, but only CDL ?

what is a reason behind their decision not to take ROCHE DURE, but only CDL ?

You beat me to the punch........

 

[wombat74]

Hi Carlos, I appreciate your posts and your understanding of AVZ situation. I have a question. If you think that DRC will most likely ignore final ICSID decision, what is a reason behind their decision not to take ROCHE DURE, but only CDL ?

Correct me if I'm wrong ,but have they not extended the CDL border to take part of Roche Dure ?

The Roche Dure numbers and area is known .AVZ has done all the work . Spent 10s of million of $$$. It's sitting there like a ripe peach ready to be picked . In the mean time the scumbags steal the North ,drill and build a mine . While this is going on the remaining part of Roche Dure is intentionally left stranded in the hope AVZ go bust and p1ss off . After which Zijin will swoop and steal all of Roche Dure as well . China wants all of it . Always has .imo

 

[BEISHA]

Correct me if I'm wrong ,but have they not extended the CDL border to take part of Roche Dure ?

The Roche Dure numbers and area is known .AVZ has done all the work . Spent 10s of million of $$$. It's sitting there like a ripe peach ready to be picked . In the mean time the scumbags steal the North ,drill and build a mine . While this is going on the remaining part of Roche Dure is intentionally left stranded in the hope AVZ go bust and p1ss off . After which Zijin will swoop and steal all of Roche Dure as well . China wants all of it . Always has .imo

fair call, lets hope not

 

[wombat74]

fair call, lets hope not

Let's see if the Yanks want 2Billion + tonnes of high grade/quality Lithium to get in the hands of their enemy . I'd like to see an actual ICSID date locked in . Day and Date . Time and place . Lock it in .

 

[BEISHA]

Let's see if the Yanks want 2Billion + tonnes of high grade/quality Lithium to get in the hands of their enemy . I'd like to see an actual ICSID date locked in . Day and Date . Time and place . Lock it in .

Hell, i would just prefer if the US bought AVZ ( RD )out ASAP..........fark ISCID!

FIRB would approve in a heart beat.

Then we can all move on ASAP.

 

[kulturica]

Correct me if I'm wrong ,but have they not extended the CDL border to take part of Roche Dure ?

The Roche Dure numbers and area is known .AVZ has done all the work . Spent 10s of million of $$$. It's sitting there like a ripe peach ready to be picked . In the mean time the scumbags steal the North ,drill and build a mine . While this is going on the remaining part of Roche Dure is intentionally left stranded in the hope AVZ go bust and p1ss off . After which Zijin will swoop and steal all of Roche Dure as well . China wants all of it . Always has .imo

That is my point. Why not take everything if they will ignore FINAL ICSID decision ? Why they would hope AVZ will go bust, if they will not respect final ICSID decision anyway ? Yes, they took part of ROCHE DURE, because they need a lake (water) and I believe they intend fully to prepare CDL to be ready for mining, roads and everything else by the time ICSID is about to deliver final order. Only then Zijin will pay us out, but they will have ROCHE DURE and CDL ready to be mined and start making billions immediately instead of paying us now and than build mine, roads etc.. which will take few years. I know lot's of us were millionaires when AVZ share price was over 1 dollar or even 0.78 cents, but don't let fear of losing that to blind you. I really like Carlos common sense and I would like to hear his opinion. Our only danger of getting nothing out of this is, if we lose company to Chinese shareholders, so having enough votes to beat them is everything that we need to focus on. One more observation, I believe that Zijin decided to go this path, because this was the best way for them to secure this monster and eliminate competition from USA,Australia etc..They will get it at the end, but they will pay. Corporate games and we average shareholders should be scared ? Not me !

 

[JNRB]

Hi All

I aint directing this post to anyone in particular, but i reckon the rag on @geo_au is a bit unfair.

I have done a few winks in the past, so not sure why i havnt received the treatment!

Yes realism is important, but in my opinion, one needs to retain hope that a favourable outcome is still possible, to not have hope, then one can really spiral out of control altogether...

It aint over till its over!!........just my opinion

There are a few things going on behind the scenes, confirmed to me by a number of sophs in the inner sanctum, i am not at liberty to say for many reasons and to be honest, i am still sceptical myself given all the rumours in the past didnt bear fruit , but i hold hope none the less and everyone should too.

Aside from that, personally i ask myself all the time, if we are truly fucked and our only hope is ICC / ISCID arbitration decisions which could take years to determine , then why hasnt DRC / COMINIERE given Zijin the green light to start construction on RD ?

What is the purpose of the lobito corridor initiative by the US ?

What is in it for them ?

Loading…

finance.yahoo.com

Now thats a really interesting article if true...... ( oops, i winked again)

Now if one had hope, then one could surmise that the purported MOU could be encapsulated with all of the above.

Food for thought.

View attachment 70779

That was serious?
I just assumed that article was a joke

 

[Xerof]

For me, (and I have not heard from any contacts for fucking ages, and haven’t asked anyone for anything since the invitation to have a fireside chat with Nige) the most obvious way out of this shit is for AVZ to find a buyer for RD, acceptable to DRC, with them holding their 25%, yes, Cominiere keep the 15% ‘handed’ back by Z for their illegal swap into 15575, Z pays us a decent price for adjusted CDL, Cong might get a few extra pennies, the ML is irrevocably issued as part of the deal, court cases are dropped, the 30% tax for the asset sale is waived, and we all ride off into the fucking sunset with $3 per share

Waddayathink?

Edit: I have had a few Margaritas

 

[Spikerama]

For me, (and I have not heard from any contacts for fucking ages, and haven’t asked anyone for anything since the invitation to have a fireside chat with Nige) the most obvious way out of this shit is for AVZ to find a buyer for RD, acceptable to DRC, with them holding their 25%, yes, Cominiere keep the 15% ‘handed’ back by Z for their illegal swap into 15575, Z pays us a decent price for adjusted CDL, Cong might get a few extra pennies, the ML is irrevocably issued as part of the deal, court cases are dropped, the 30% tax for the asset sale is waived, and we all ride off into the fucking sunset with $3 per share

Waddayathink?

Edit: I have had a few Margaritas

I think you have had a few Margaritas.

 

[cruiser51]

Correct me if I'm wrong ,but have they not extended the CDL border to take part of Roche Dure ?

The Roche Dure numbers and area is known .AVZ has done all the work . Spent 10s of million of $$$. It's sitting there like a ripe peach ready to be picked . In the mean time the scumbags steal the North ,drill and build a mine . While this is going on the remaining part of Roche Dure is intentionally left stranded in the hope AVZ go bust and p1ss off . After which Zijin will swoop and steal all of Roche Dure as well . China wants all of it . Always has .imo

Looking at the map, I don't think that RD is included in the slice Zijin stole, but it looks like the border was redrawn to include Lake Likushi in its entirety.
To be able to process, I would think water is required.
So anybody trying to produce from RD is slightly snookered.
Access to power and water is required.

 

[Carlos Danger]

Hi Carlos, I appreciate your posts and your understanding of AVZ situation. I have a question. If you think that DRC will most likely ignore final ICSID decision, what is a reason behind their decision not to take ROCHE DURE, but only CDL ?

Art of the deal baby

They will probably try use that as a bargaining chip at some point if they can't make us run out of funds or replace Nigel with a stooge that will sell us out for peanuts

Management have been very clear in official announcements that they are willing to negotiate a compromise and Nigel even said in an interview if Felix is adamant that he wants Zijin to have the north it is something the bod are willing to sit down and talk about

My pessimism about timelines is only IF we need to go the distance

I just think we are better off hoping for the best but being mentally prepared for the worst case scenario of endless games like we have seen so far

 

[Samus]

Correct me if I'm wrong ,but have they not extended the CDL border to take part of Roche Dure ?

The Roche Dure numbers and area is known .AVZ has done all the work . Spent 10s of million of $$$. It's sitting there like a ripe peach ready to be picked . In the mean time the scumbags steal the North ,drill and build a mine . While this is going on the remaining part of Roche Dure is intentionally left stranded in the hope AVZ go bust and p1ss off . After which Zijin will swoop and steal all of Roche Dure as well . China wants all of it . Always has .imo

They took our core library and stole the camp we built as well as the section with the water.
It's a nice camp too but it won't be for long after the Chinese stand on the toilet seats for number 2's and smear shit all over the walls.
The whole thing is a disgrace!

 

[JNRB]

Art of the deal baby

They will probably try use that as a bargaining chip at some point if they can't make us run out of funds or replace Nigel with a stooge that will sell us out for peanuts

Management have been very clear in official announcements that they are willing to negotiate a compromise and Nigel even said in an interview if Felix is adamant that he wants Zijin to have the north it is something the bod are willing to sit down and talk about

My pessimism about timelines is only IF we need to go the distance

I just think we are better off hoping for the best but being mentally prepared for the worst case scenario of endless games like we have seen so far

Felix is adamant he wants Zijin to "have the north"
or
Felix is adamant he wants Zijin to "have the north for free"

Zijin can have the north.
They just have to fking pay for it.
(Pay US that is, not just pay off some corrupt locals).

 

[Penskefile]

PS Never thought I would support him but Trump would have this sorted in a flash.

Like he sorted COVID and rocket man ?

Trump , Cominiere, Zijin, Felix have alot in common

Please provide evidence to back up your claim that Trump is as corrupt as Cominiere, Zijin and Felix.

 

[wombat74]

Hell, i would just prefer if the US bought AVZ ( RD )out ASAP..........fark ISCID!

FIRB would approve in a heart beat.

Then we can all move on ASAP.

100% agree . However what locking in an ICSID date does is tells the Criminals who run the DRC government that the count down has begun . That a day has been set where all their lies and corruption will be exposed to the World . That these bunch of Chinese puppets who steal from their own people can never never be trusted .

 

[kulturica]

Art of the deal baby

They will probably try use that as a bargaining chip at some point if they can't make us run out of funds or replace Nigel with a stooge that will sell us out for peanuts

Management have been very clear in official announcements that they are willing to negotiate a compromise and Nigel even said in an interview if Felix is adamant that he wants Zijin to have the north it is something the bod are willing to sit down and talk about

My pessimism about timelines is only IF we need to go the distance

I just think we are better off hoping for the best but being mentally prepared for the worst case scenario of endless games like we have seen so far

Hi Carlos, thanks for your reply. That's what I am thinking. It's a game and deal will be made. But you mentioned few times in your previous posts that you think that DRC will ignore final ICSID decision. So which option is more logical to you ? That DRC and Zijin will use ROCHE DURE or CDL as bargaining chip to make a deal or DRC will completely ignore ICSID decision and not make a deal with AVZ, but then we are again coming to a question, why they didn't take everything by now ?

 

[Samus]

Hi Carlos, thanks for your reply. That's what I am thinking. It's a game and deal will be made. But you mentioned few times in your previous posts that you think that DRC will ignore final ICSID decision. So which option is more logical to you ? That DRC and Zijin will use ROCHE DURE or CDL as bargaining chip to make a deal or DRC will completely ignore ICSID decision and not make a deal with AVZ, but then we are again coming to a question, why they didn't take everything by now ?

They don't take everything because they know they are in the wrong and acting against the law and the mining code.
Chinese are using delay tactics to steal the Hydro power, build infrastructure and develop CDL.
CDL probably has enough lithium to mine it for 50 years, not to mention control lithium pricing across the globe.
So they will delay AVZ and appeal the damages awards holding everything up for years as they take it.
If they have to pay eventually it won't even matter to them because they already got what they wanted, all from looting and pillaging. So paying a few billion will mean nothing especially since the DRC government will have to foot that bill anyway and all the corrupt fucking assholes who caused this will be living lives of luxury as far away from DRC as possible.