AVZ Discussion 2022

cruiser51

Top 20
Thanks for the reply - you make good points.

Re. Zijin I think it's very possible they'll keep the north as part of some kind of compromise/negotiation (Which of course is completely fucked).

You and some others commented that CATH won't want to mine because they would rather focus on their core business. Good point. However, I also think they would consider an unknown mining company from Aus quite a high risk to go through the rest of the process if this project is indeed highly strategic for them. It also might not be and rather just be a supply diversification strategy or contingency.

Another good point re having a 'western' partner owning the mine as some countries/companies requirements around supply chains.

What do you mean limitations on who Cath can sell to sorry? I am a little confused on this.

@TheCount what would you like to know?

@cruiser51 sorry mate I didn't get what you were referring to? Ive read the announcements but maybe I misunderstood something
It is pretty simple.
Take both contracts and see the difference.
 

Winenut

GO AVZ!!!!
If Zijin do end up in some way retaining the north through all this and we get the south with our good friends CATH who gets camp Colline?
 
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cruiser51

Top 20
If Zijin do end up in some way retaining the north through all this and we get the south with our good friends CATH who gets camp Colline?
Read my lips....

Fuck Zijin.
Howzat? Does it explain?
 
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Winenut

GO AVZ!!!!
Read my lips....

Fuck Zijin.
Howzat? Does it explain?
1737013221688.gif

:ROFLMAO:
 
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tolate

Emerged
If Zijin do end up in some way retaining the north through all this and we get the south with our good friends CATH who gets camp Colline?
Yes sounds all good to me as a AVZ S H
Im not going to be GREEDY as some...!
Cath is in charge but has better conditions.
Cath being chinese might help AVZ to get a M L...?????
Now that would be awesome.....!
 

Winenut

GO AVZ!!!!
Oh dear

I have an idiot on ignore and some shit still manages to come through

What's up with that???? @zeeb0t
 
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TheCount

Regular
Thanks for the reply - you make good points.

Re. Zijin I think it's very possible they'll keep the north as part of some kind of compromise/negotiation (Which of course is completely fucked).

You and some others commented that CATH won't want to mine because they would rather focus on their core business. Good point. However, I also think they would consider an unknown mining company from Aus quite a high risk to go through the rest of the process if this project is indeed highly strategic for them. It also might not be and rather just be a supply diversification strategy or contingency.

Another good point re having a 'western' partner owning the mine as some countries/companies requirements around supply chains.

What do you mean limitations on who Cath can sell to sorry? I am a little confused on this.

@TheCount what would you like to know?

@cruiser51 sorry mate I didn't get what you were referring to? Ive read the announcements but maybe I misunderstood something
Welcome back Shane.
 
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Ancient

Member
Righto. I see how things are. After lurking for a long time I wanted to finally join a discussion and I get immediately met with hostility.
 
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Roon

Regular
Righto. I see how things are. After lurking for a long time I wanted to finally join a discussion and I get immediately met with hostility.
Don't worry about it, happens to everyone here at some point. Can't be questioning the party line!
 
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Panther22

Regular
Thanks for the reply - you make good points.

Re. Zijin I think it's very possible they'll keep the north as part of some kind of compromise/negotiation (Which of course is completely fucked).

You and some others commented that CATH won't want to mine because they would rather focus on their core business. Good point. However, I also think they would consider an unknown mining company from Aus quite a high risk to go through the rest of the process if this project is indeed highly strategic for them. It also might not be and rather just be a supply diversification strategy or contingency.

Another good point re having a 'western' partner owning the mine as some countries/companies requirements around supply chains.

What do you mean limitations on who Cath can sell to sorry? I am a little confused on this.

@TheCount what would you like to know?

@cruiser51 sorry mate I didn't get what you were referring to? Ive read the announcements but maybe I misunderstood something
AVZ hardly an unknown miner to CATH. There was the 24% - $240 million arrangement between the two companies before Zijin and Comminere started their shit.
 
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cruiser51

Top 20
Righto. I see how things are. After lurking for a long time I wanted to finally join a discussion and I get immediately met with hostility.
Maybe better stick to lurking only.

If you wish to bait people, HC is the place to go. 👉👉👉👉👉
 
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cruiser51

Top 20
Don't worry about it, happens to everyone here at some point. Can't be questioning the party line!
It is not about following the party line Roon, you are smarter than that.

It is all about asking leading questions and playing silly bugger.
It is called baiting.

If somebody comes through the revolving door with that mentality, he should not expect applause, better revolve the full 360 circle.

If it smells like a troll, walks like a troll and quacks like a troll, it highly likely is a troll.

 
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DiscoDanNZ

Regular
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Winenut

GO AVZ!!!!
Eeeeewwwww
And I thought you were a streetwise shonky accountant.

Says the man who's first response was "Eeeeewwwww" :ROFLMAO::ROFLMAO::ROFLMAO:
 
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Xerof

Flaming 1967
Hey Wino, one of your boxes adds up to 101. Thought I'd mention it before someone else works it out

😂😂
 
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Winenut

GO AVZ!!!!
Its not even Friday yet and it feels like the good ol' days.....
 
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Ancient

Member
AVZ hardly an unknown miner to CATH. There was the 24% - $240 million arrangement between the two companies before Zijin and Comminere started their shit.
I didn't mean that AVZ were unknown to CATH overall. I meant it in the sense that they were unproven for execution and that if manono was important for them strategically then they might not want the risk of having an unproven company develop it. My perspective at the time of the previous TIA was completely opposite and I believed the intentions (of avz) were to leverage that strategic supply to negotiate a good partnership position. Which I believe was a very good outcome for AVZ. I believed the knowledge that CATH brought to the table was of significant value when it came to chemical production and I believed that was necessary to make this project as profitable as possible considering the transport costs. I believe that a part of the process for CATH to partner in the first place they would be privy to the ins and outs of this project and they know better then anyone.

However, I also believe that over time the importance to CATH has been more solidified and hence not wanting the additional risk of execution out of their control. I think this is also why we're seeing the recent announcement / TIA. Because the game has changed and they are here to win.
 
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