AVZ Discussion 2022

[Ancient]

So ultimately what you are saying is we need DRC Government support . Wow, absolute genius.

Nah, my point is that maybe the arbitration that I was previously commenting on are less important to the overall scenario than many believe. Just sharing some thoughts on that mate. No need to be so hostile.

@Lucas Don Velor I think they would only want to give AVZ 49% if they had to. I don't think they have to for the right price they could own 100%... I think this TIA and some of the info in it could be necessary at this stage but could easily change in the future. Others have raised good points like CATH having the need for a western partner for commercial reasons and I also acknowledge that's relevant and a good point that counters my thoughts. Other good points do as well. I'm just trying to open up discussion to get various people's input to what might be going on.

 

[cruiser51]

Nah, my point is that maybe the arbitration that I was previously commenting on are less important to the overall scenario than many believe. Just sharing some thoughts on that mate. No need to be so hostile.

@Lucas Don Velor I think they would only want to give AVZ 49% if they had to. I don't think they have to for the right price they could own 100%... I think this TIA and some of the info in it could be necessary at this stage but could easily change in the future. Others have raised good points like CATH having the need for a western partner for commercial reasons and I also acknowledge that's relevant and a good point that counters my thoughts. Other good points do as well. I'm just trying to open up discussion to get various people's input to what might be going on.

One wonders why you have been lurking here and kept all this wisdom for yourself for 2 whole years.

Looks like a very selfish act to me.
We do share info here.

Ever tried to share all your wisdom with Shano, Tasmania's gift to Australia?
He and his maters buy AVZ shares for 1 cent.

Shano is still full of energy about BNB, go and have a chin wag with him.
He would love it.

You two would have a lot to share and never have a dull moment.

Btw, Zijin and anything DRC would hate a continuation of the arbitration cases with AVZ.
They haven't done that well so far through the arbitration courts.
You probably missed that tiny bit while you were only lurking.

 

[Ancient]

One wonders why you have been lurking here and kept all this wisdom for yourself for 2 whole years.

Looks like a very selfish act to me.
We do share info here.

Ever tried to share all your wisdom with Shano, Tasmania's gift to Australia?
He and his maters buy AVZ shares for 1 cent.

Shano is still full of energy about BNB, go and have a chin wag with him.
He would love it.

You two would have a lot to share and never have a dull moment.

Btw, Zijin and anything DRC would hate a continuation of the arbitration cases with AVZ.
They haven't done that well so far through the arbitration courts.
You probably missed that tiny bit while you were only lurking.

It's not wisdom. I just wanted to further add to a discussion and provoke some others to share their thoughts. There's no doubt I have a bunch of things wrong but I'm just doing my best based on what I do know.

Not sure what you are getting at suggesting to talk to that Shane person. If my understanding is right they basically scammed a bunch of people into giving away their shares and I think that's absolutely disgusting.

There's no need to be rude to me about sharing some views on the current situation.

I agree that they probably wouldn't want the arbitration to continue. I didn't mean the arbitration isn't useful. It definitely helps apply pressure to negotiate. I was more commenting on the fact some people think the ICC case will result in some massive and immediate win. My thought is directly (the ruling) maybe not so much important if they're still hostile within the country then the block Is still there.

 

[JNRB]

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

but don't know if there's any corresponding restrictions for AVZ to sell to a saudi company for example.

Saudi's and CATH would probably be quite happy with a JV. Both own the mine, CATH makes batteries in middle east

 

[cruiser51]

It's not wisdom. I just wanted to further add to a discussion and provoke some others to share their thoughts. There's no doubt I have a bunch of things wrong but I'm just doing my best based on what I do know.

Not sure what you are getting at suggesting to talk to that Shane person. If my understanding is right they basically scammed a bunch of people into giving away their shares and I think that's absolutely disgusting.

There's no need to be rude to me about sharing some views on the current situation.

I agree that they probably wouldn't want the arbitration to continue. I didn't mean the arbitration isn't useful. It definitely helps apply pressure to negotiate. I was more commenting on the fact some people think the ICC case will result in some massive and immediate win. My thought is directly (the ruling) maybe not so much important if they're still hostile within the country then the block Is still there.

I will not comment on your provocation (call it whatever you wish to call it), however I could call you sir in the future, if that makes you sleep better.

There seems to be some lack of understanding from your side after two years of lurking, sir.

Maybe reading and understanding company announcements, without being selectively too one-sided could be helpful before making silly comments, sir.

You ask why CATH would want AVZ in the equation, sir.

Maybe you have noticed, ZIJIN and the DRC are asking exactly the same question.

There are several arbitration cases ongoing about that fact, sir.

How about asking all these parties why there seems to be a slight hold-up in the process, ever considered that thought provoking idea, sir?

 

[BEISHA]

Do you mean this one?

Zijin find out they can't steal Manono

A light-hearted look at the moment Zijin discover their bribes and corruption doesnt work anymore in a more democratic DRC under Mr.Tshisekidi with a certain Mr.Alingete from the IGF hunting down criminal behaviour.

www.captiongenerator.com

Cheers,
Nells x

Aagh Nells, thats comedy GOLD !

 

[BEISHA]

In my opinion CATH are positioning for acquisition. Imo there's on going negotiations between avz and drc re. Mining licence and one of the questions that has come from drc is how on earth are you going to fund and build this? Avz responded by getting clarity on the partnership with CATH to show drc government the means.

However, I also believe that CATH fully intend to gain full control of as much of the project as they can. My rationale here is I don't see them needing avz at all in the picture. The only value we bring is the fact we own the project. The long term value to CATH by owning the additional % in the project even if it is the lower of the theorised %'s significantly outweighs the price that most shareholders would probably accept. If that is the case then the next thing I would ask is, is it possible in terms of capital for CATH and that answer is definitely yes. Tldr; that it makes no sense for avz to retain any % as this is against the desires for all parties involved.

Respectfully, i disagree with your post in its entirety.

In my opinion CATH are positioning for acquisition. Imo there's on going negotiations between avz and drc re. Mining licence and one of the questions that has come from drc is how on earth are you going to fund and build this? Avz responded by getting clarity on the partnership with CATH to show drc government the means

You state its your opinion, but you give off the vibe that you are a fly on the wall......

I also dont appreciate your disparaging comments regards to AVZ.......

The only value we bring is the fact we own the project.

Are you for real ?

Not only do we own the project, we found the project, we found and defined the greatest hard rock lithium project on the planet, produced a mind blowing DFS, received 3 favourable opinions.

Show some respect.

This is not a attack.........just a retort.

capisce ?