If you go down to the Crapper / Outhouse / Dunny in the Dark tonight you will find another Top 5 AVZ Post
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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likely demand the DRC to restore the full Mining Licence to AVZ unconditionally if it wants the ICSID Cases to be fully withdrawn.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
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