AVZ Discussion 2022

[Winenut]

Without speculating on what any offer might be or what Jens has been throwing around on twitter, he based his assumptions on us not having the ML

It’s worth remembering that AVZ is the only company who completed a DFS, Environmental Report and all other requirements to legally obtain the ML

NOT ZIJIN and NOT KOBOLD

Totally agree Dave

AVZ 100% fulfilled every single requirement to legally obtain the ML and are the ONLY ones to have done so

I truly hope that carries significant weight in whatever negotiations might be happening and extends right through to all the legal proceedings which are still very much in progress

 

[Schnitzelfresser]

Which makes me think is why there is a media leak now and who is it?

The DRC?
AVZ?
US/Kobold?
Cominiere/Zijin/same bagster

To inform the shareholder base could be an instrument to pressure AVZ into a uncomfortable deal if there was a real "offer" in 2023 of Kobold which was rejected by NF. Shareholders want the money now and most are prepared to leave out a possible huge win due to no time left.

 

[Dave Evans]

Totally agree Dave

AVZ 100% fulfilled every single requirement to legally obtain the ML and are the ONLY ones to have done so

I truly hope that carries significant weight in whatever negotiations might be happening and extends right through to all the legal proceedings which are still very much in progress

@Winenut (s) I joined twitter to post information that could reach a wider audience and now I’m reading Jens post scenarios saying we don’t have the ML and there’s in country risk

I already posted a comment on the ML and as far as the in country risk KoBold would supposedly face….

According to the reports, part of any agreement between the DRC and the US includes US military support and permission for the US to have military bases in the DRC which significantly reduces in country risk. Add to that Trump has signed an Executive Order to use US Defence funds for accessing critical minerals. Doesn’t sound like KoBold is taking on too much risk to me

Jack Ma (KoBold) worth US$28 billion
Bill Gates (KoBold) worth US$107 billion
Jeff Bezos (KoBold) worth US$211 billion
Elon Musk (Tesla) worth US$327 billion

Add to the above that KoBold has a joint venture partnership with BHP to look for battery minerals

BHP worth $200 billion

BHP teams up with KoBold Metals to explore battery minerals

BHP has partnered with KoBold Metals, a mineral exploration company, to explore battery minerals in Australia and other countries.

www.mining-technology.com

If I was MD, I would say to the DRC, US and KoBold…. @Winenut (s) wants $12 and so do we, otherwise you can let Zijin and Vominiere deal with the M23 militia and the US and KoBold can look for low grade lithium somewhere else because the ICC and ICSID (World Bank) support our right to ownership

In the end I’m sure Nigel will get what he feels is the best deal for shareholders, especially when he knows it’s shareholders money he’s sitting at the table with

The truth is I’m spending too much time on the forums again thinking about AVZ, it’s now 2:46am here in Newy and I should be asleep

 

[Retrobyte]

Speaking of the Crapper, I haven't been visiting there much for many months, but one thing I noticed today is that when posts are moderated I can still see the post that was moderated. This adds to the entertainment value for sure!

 

[dollarbills]

@Winenut (s) I joined twitter to post information that could reach a wider audience and now I’m reading Jens post scenarios saying we don’t have the ML and there’s in country risk

I already posted a comment on the ML and as far as the in country risk KoBold would supposedly face….

According to the reports, part of any agreement between the DRC and the US includes US military support and permission for the US to have military bases in the DRC which significantly reduces in country risk. Add to that Trump has signed an Executive Order to use US Defence funds for accessing critical minerals. Doesn’t sound like KoBold is taking on too much risk to me

Jack Ma (KoBold) worth US$28 billion
Bill Gates (KoBold) worth US$107 billion
Jeff Bezos (KoBold) worth US$211 billion
Elon Musk (Tesla) worth US$327 billion

Add to the above that KoBold has a joint venture partnership with BHP to look for battery minerals

BHP worth $200 billion

View attachment 80046

BHP teams up with KoBold Metals to explore battery minerals

BHP has partnered with KoBold Metals, a mineral exploration company, to explore battery minerals in Australia and other countries.

www.mining-technology.com

If I was MD, I would say to the DRC, US and KoBold…. @Winenut (s) wants $12 and so do we, otherwise you can let Zijin and Vominiere deal with the M23 militia and the US and KiBold can look for low grade lithium somewhere else because the ICC and ICSID (World Bank) support our right to ownership

In the end I’m sure Nigel will get what he feels is the best deal for shareholders, especially when he knows it’s shareholders money he’s sitting at the table with

The truth is I’m spending too much time on the forums again thinking about AVZ, it’s now 2:46am here in Newy and I should be asleep

I wonder if Jens knows of some figures getting thrown around behind closed doors and is now trying to soften shareholders expectations with comments like that.
Otherwise why keep pushing it?

 

[Spikerama]

I wonder if Jens knows of some figures getting thrown around behind closed doors and is now trying to soften shareholders expectations with comments like that.
Otherwise why keep pushing it?

Jens likes to pretend he knows stuff but has proven time and time again his cluelessness. He's an idiot and he should just shut up for once.

 

[Goldenboy]

100% correct there Spike!!!!



$12...$12...$12.....

Sorry....couldn't help myself......

That’s $12 and a bottle of good California red

 

[Goldenboy]

I wonder if Jens knows of some figures getting thrown around behind closed doors and is now trying to soften shareholders expectations with comments like that.
Otherwise why keep pushing it?

Jens knows nothing. $1++ (??????????)

 

[Miljew91]

View attachment 80051

This couldn't be more wrong

 

[Frank]

View attachment 80036

Do yourself a favour and visit it once in a while

You never know what you might see written on the Dunny Door

For an Unlisted Co we kick arse on the Crapper

Go AVZ - Go Arnobay

Giddy - Up

Well, It looks like a few of you may have visited the other place ( where you go for No 2's )

Good on you for giving it a Crack and pushing our Boy / Girl Arnobay to No 1 on the Top 5

Keep up the pressure - Keep up the Fight here there and Everywhere when you can i say

Even if it feels a bit uncomfortable over on the

Food for thought

GLTAH's

Cheers

Frank

 

[Frank]

https://x.com/NevetsdunnDunn/status/1903916690020409744

 

[Jazz]

This couldn't be more wrong

I guess it’s not a bad story to spread?

 

[Frank]

https://x.com/brendo726/status/1903891254947250382

https://x.com/GregWri46392/status/1903791833144332441

 

[Frank]

https://x.com/EmmaDay76/status/1903738293852008699

 

[BRICK]

In my humble opion re Jens comment about "without" ML...

We got our mining licence mate.

If you give me something then steal it back from me, its still fucking mine.

 

[PhatCatz]

It’s crazy to me that some shareholders would be happy to take 1 buck (around $3.5bn buyout) when we will be laying claim to over $10bn in a few months.

I highly doubt any meaningful offers will come before then and we can use the very likely positive outcome for AVZ as an anchor in compensation. The courts are a huge negotiating lever we have.

Unless an offer too good to refuse comes forth in the next month which will be around the compensation claims. We drop the case, get paid out and also get compensated for the north. I think anything less than $12 billion as a package is a poor result for the 21k shareholders. Think it works out to around $4 bucks after taxes. Minimum.

 

[wombat74]

"The Company remains ready and willing to resolve the prevailing dispute amicably and remains flexible on the terms and conditions of any settlement": AVZ Minerals .

ICSID is a pressure point . The objective is to resolve matters before it gets that far . DRC expected AVZ coffers would run dry . We are in new territory . ICSID verdicts take on average 425 days . You would expect a push is on to get this sorted pre ICISD .imo

 

[hedrox]

UPDATED Equities Club research...... Glad they changed it...well done Equities Club

 

[Strongman]

In my humble opion re Jens comment about "without" ML...

We got our mining licence mate.

If you give me something then steal it back from me, its still fucking mine.


View attachment 80077

Hey mate nice to see this again. You 100 % correct. Minister signed the decree and all that was left was for CAMI to calculate surface rights which of course would have been paid immediately then we got the licence. That is on 4 May 22 and a week later we are in suspension .
Iam so keen for this to be over with hopefully a decent payout in the near future caveat being i want to see every one of those corrupt fuckers pay a heavy price for putting us through this 3 year shitfight.

 

[BRICK]

Hey mate nice to see this again. You 100 % correct. Minister signed the decree and all that was left was for CAMI to calculate surface rights which of course would have been paid immediately then we got the licence. That is on 4 May 22 and a week later we are in suspension .
Iam so keen for this to be over with hopefully a decent payout in the near future caveat being i want to see every one of those corrupt fuckers pay a heavy price for putting us through this 3 year shitfight.

Likewise, however i just expected we would probably be in court for 10 years hence being slack on sorting out my holding.

So id set my mind to this long term timeframe.

Interesting that the old big mac eating orange mans administration may now bring all of this to a head in some way shape or form..

Going to be an interesting few months.