AVZ Discussion 2022
- Thread starter GazDix
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I would be ecstatic with $3 - $4 TO......If you go down to the Crapper / Outhouse / Dunny in the Dark tonight you will find another Top 5 AVZ Post
View attachment 79188
This is an interesting article. Will Tshisekedi agree to the request from the US to hand back control of the North and South mines to AVZ.
I am sure AVZ Board are keeping all options open with only 84 days left before the ICSID case is heard.
We should be very sceptical as to the intentions of DRC President Felix Tshisekedi.
Why hasn't his administration had discussions with AVZ and CATL before now rather than seek an engagement from the US.
The US has suspended aid to the Congo along with the World Bank. This has crippled the DRC.
The DRC is running out of money fast and the M23 Rebels and Rwanda are seeking to seize control of the DRC's critical mining interests.
So now Tshisekedi is forced onto the front foot to have discussions with the US and seek a meeting with President Trump.
Tshisekedi is starting to lose control, if he hasn't already and his own life is at serious risk.
Where are your Chinese mates now Tshisekedi?
Why hasn't Beijing come to your aid? Where are the cries for help from Zijin?
The AVZ Board has undoubtedly briefed the US Administration about the impending ICSID and ICC legal cases against the DRC and what determination it will be seeking if these legal cases proceed to a verdict from the Courts.
$10B immediately leaps out from the Feasibility Study and expansion results released by AVZ.
AVZ has a great opportunity to obtain significant leverage here from this US engagement in the lead up to the ICSID case being heard.
By the end of month we will also know the outcome of the Zijin appeal in Paris, which should be defeated and spell the end for Zijin.
The US is not going to ask AVZ to roll over or to make a concession for the Congolese.
More importantly, President Trump is most likely going to send a delegation to Angola to get the M23 Rebels and Rwanda to withdraw on the threat if this fails the US will take military action to restore Order in the region.
In the meantime, while these negotiations are happening in Africa President Trump's team will likely demand the DRC to restore the full Mining Licence to AVZ unconditionally if it wants the ICSID Cases to be fully withdrawn.
This is the only way forward for you Tshisekedi to save face internationally and retain your power base at least in the short term.
IMO there is still a role for CATL in this project if the US obtains control because Tesla and others will want CATL support. This will keep Beijing (China) happy.
The US would really like to push forward to secure access to Critical Minerals supply from the DRC region and to develop the Lobito Rail Corridor but Tshisekedi you are going to have to take a back seat while the US Administration does its work to purchase the Mining Licence off AVZ and manage the development of the region moving forward.
The involvement of the US and more importantly President Trump is fantastic news for AVZ Shareholders and I just hope the US pays a generous price to take the Mining Licence off AVZ for $3-$4 US per share.
That will make all Long term Shareholders happy.
Go AVZ and bring this deal home.
Amovatio
Food for thought
Frank
P.S
View attachment 79194
Sorry @ptlas , i couldnt STFU.
My bad.
Carlos Danger
Top 20
I agree it’s too early to rule CATH out completely. It will all depend on Felix. Trump demanding AVZ get paid is a test of how investable the DRC is for the gringos.
But when the chips were down CATH showed their true red colours. The irony that AVZ management are in Washington on CATH’s dime is amazing. If CATH get rat fucked and we make a little less money I won’t care.
This could serve as a good baseline for a buyout.
How much bigger is Manono?
www.mining.com
How much bigger is Manono?
Rio Tinto seeks to raise up to $9 billion for Arcadium Lithium buyout
Rio is tapping the US investment-grade bond market to raise as much as $5 billion to repay a loan used to buy Arcadium.
www.mining.com
heaps bigger but not a producer, not even close.This could serve as a good baseline for a buyout.
How much bigger is Manono?
Rio Tinto seeks to raise up to $9 billion for Arcadium Lithium buyout
Rio is tapping the US investment-grade bond market to raise as much as $5 billion to repay a loan used to buy Arcadium.
Producing yet or not matters a hell of a lot more when its a purely business-based acquisition.
When it's a geopolitical play between 2 global superpowers, I think the scale, umm... tips the scales
RHyNO
Regular
Can someone smarter than me, most of you I’m sure, quickly explain how we sell this thing? Say Trump steps in and gives Felix a good paddlin and agrees to help out with his M23 problem and in exchange we get our rights back and the ML, Nigel (bless him) realises mining without owning the biggest military force in the world is problematic because of the corrupt dogs that run the country. So says let’s entertain offers. Now Elon Tusk steps in says I’ll give you the equivalent of $2 per share. Nigel says, thanks mate I’m into it let me check with the shareholder base. Then what? Do we vote? What’s the majority required? Thanks in avzance
R
R
oxxa23
Regular
how often has a turn of events, or additional events happened and we've said "fuck you could make a movie out of this, how's the plot twists..."
and well, here we are again... a year ago, who would have been tripping out on mushies thinking donald trump and possibly elon musk could ride in on horses and possibly save avz's day... due to the fact rwandan backed m23 rebels were striking the fear of god into felix... so felix needs trump's help and trump is desperate for felix's resources due to chinese monopoly and imposed restrictions... fark me.
and well, here we are again... a year ago, who would have been tripping out on mushies thinking donald trump and possibly elon musk could ride in on horses and possibly save avz's day... due to the fact rwandan backed m23 rebels were striking the fear of god into felix... so felix needs trump's help and trump is desperate for felix's resources due to chinese monopoly and imposed restrictions... fark me.
oxxa23
Regular
in short, before one of the whiz's like carlos put's a 3 page technical essay down on it off the top of his cranium, it would need voting on...
the main thing i believe they'll try to do to make it all better tax wise is to have our shares bought off us in AVZ, rather than the project... to enable capital gains discount on the sale of our shares.... or rollover relief should we get shares in the acquiring company and dont wish to cash them in and pay tax...
I'm not worried about capital gains tax - the ability to buy shares that plummet 70% from my buy in price gives me plenty of scope to offset capital gains.
I look forward to a dedicated capital gains tax dodging thread because the f#cking useless Australian government doesn't deserve the hundreds of millions they will receive in cgt from the sale of AVZ. Penny Wong and Albo on the radio this morning dribbling on about some lady picking up a baby wombat. FMD!!
I look forward to a dedicated capital gains tax dodging thread because the f#cking useless Australian government doesn't deserve the hundreds of millions they will receive in cgt from the sale of AVZ. Penny Wong and Albo on the radio this morning dribbling on about some lady picking up a baby wombat. FMD!!
RHyNO
Regular
Could not agree more!! Not to mention the literal millions in tax dollars spent to create a critical minerals stance that is then completely ignored along with 20k citizens.I'm not worried about capital gains tax - the ability to buy shares that plummet 70% from my buy in price gives me plenty of scope to offset capital gains.
I look forward to a dedicated capital gains tax dodging thread because the f#cking useless Australian government doesn't deserve the hundreds of millions they will receive in cgt from the sale of AVZ. Penny Wong and Albo on the radio this morning dribbling on about some lady picking up a baby wombat. FMD!!
Mute22
Regular
Yesterday's article is now publicly available via The Courier, would be the best way to share on socials.
They allow comments on the article
They allow comments on the article
Mute22
Regular
Still nothing from the AFR, really showing their true colors (commie red) and who runs the show over there.
www.afr.com
AVZ News, Analysis, Announcements & Results | AVZ Minerals | AFR
The latest AVZ Minerals [AVZ] news, articles, data and analysis from The Australian Financial Review
TheCount
Regular
This is exactly why I want a capital return and not Income. 10% CGT in SMSF and 25% in my company (no discount available but there are other tax reducing methods available). Not to gloat, but my buy-in is 7c to 10c so I'm watching with laser vision...I'm not worried about capital gains tax - the ability to buy shares that plummet 70% from my buy in price gives me plenty of scope to offset capital gains.
I look forward to a dedicated capital gains tax dodging thread because the f#cking useless Australian government doesn't deserve the hundreds of millions they will receive in cgt from the sale of AVZ. Penny Wong and Albo on the radio this morning dribbling on about some lady picking up a baby wombat. FMD!!
I still get a paywall on this one too?
ICC/ICSID pressure has reached steaming point. The pot has been on the boil for a while and Felix the pussycat is starting to look like a soaked feline in a balmy stinky asian pho soup shop. Something was about to give....
CATH have all of a sudden become the saving grace, but fortunately for them, their crystal ball was working long before Trump has chucked his hat in the ring. CATH were very much aware of Trumps chess game long before they stumped up the cash, lets say it was a very smart calculated investment.
Trump goes bunta on the universe and says I'm gunna tax all you bastards out there for crap that comes in to the US of A, we're going manufacturing baby.
Trump asks Elon, "hey babe, whaddya need for you and I to make the green moula beyond comprehension??"... Elon says "gimme energy"..
Trump goes "Sure Elon, lets go grab the biggest Li resource in the world and whilst we're there send em bombs, army and feel good vibes in exchange for a spot in between Felixs' silky bed sheets and we'll probably jag some other tasty minerals they have".
The Oz government is a freaking disgrace still.
Zijin basically has zero fire power now. CATH will still have some form of sway depending on how strong/weak Trump goes with Felix.
I'm thinking a figure of $10-20B will be the buyout price, Nige walks away with a pair of golden balls and us early shareholders who got in early days and held on will be millionaires.
All my opinion, could be BS.
PS. IF anyone has any spare shares for sale, I'll take em..
CATH have all of a sudden become the saving grace, but fortunately for them, their crystal ball was working long before Trump has chucked his hat in the ring. CATH were very much aware of Trumps chess game long before they stumped up the cash, lets say it was a very smart calculated investment.
Trump goes bunta on the universe and says I'm gunna tax all you bastards out there for crap that comes in to the US of A, we're going manufacturing baby.
Trump asks Elon, "hey babe, whaddya need for you and I to make the green moula beyond comprehension??"... Elon says "gimme energy"..
Trump goes "Sure Elon, lets go grab the biggest Li resource in the world and whilst we're there send em bombs, army and feel good vibes in exchange for a spot in between Felixs' silky bed sheets and we'll probably jag some other tasty minerals they have".
The Oz government is a freaking disgrace still.
Zijin basically has zero fire power now. CATH will still have some form of sway depending on how strong/weak Trump goes with Felix.
I'm thinking a figure of $10-20B will be the buyout price, Nige walks away with a pair of golden balls and us early shareholders who got in early days and held on will be millionaires.
All my opinion, could be BS.
PS. IF anyone has any spare shares for sale, I'll take em..
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RHyNO
Regular
Some heroes don’t wear capes!
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