AVZ Discussion 2022

[Winenut]

If anyone is wondering why I'm on the wagon I simply wanted to see how far I could go.........

without a personality

 

[Carlos Danger]

They wanted a no ML discount below the all time high like Jens was suggesting which would open possibility of class action against bod without key legal cases (particularly Dathomir) being resolved imo

Why is Graeme Johnston commenting on this at all? I would not have thought X would be the appropriate forum for the company to be making any sort of comment on these actions, and if they were I would not have thought GJ would be the right person to make them....

It's an odd comment.... but I still think Kobold wouldn't have gotten the ball rolling with this if they hadn't already decided they wanted the resource. They want it because they know the long-term value of it, and they aren't going to lose it to the Chinese just because they tried to low-ball AVZ

’Legal actions in the DRC’ is a very interesting comment for a guy facing 3 years in a Congolese jail if we don’t win against Dathomir at the ICC or Cong doesn’t admit the SPA’s were completed correctly imo

 

[aanti.dumb]

"3. Why is Graeme Johnston commenting on this at all? I would not have thought X would be the appropriate forum for the company to be making any sort of comment on these actions, and if they were I would not have thought GJ would be the right person to make them...."

Fucking ABSOLUTELY

Geezuz I can't believe that shit was posted by Graeme on X

I mean ffs!

Cone of fucking silence and then old Gra Gra decides to drop the beans on how it's all supposed to be going down?????

Fucking amateur hour....assuming the screen shots etc are true

I agree its not a good look GJ is responding this way but I think that AVZ leadership want to let all interested parties know that the fight for the project's ownership is continuing to be relentlessly pursued. Keep in mind the Yanks can be just as ruthless and cut-throat as the Chinese. Last thing we need is Kobold thinking its more cost effective to pay 500Million in snacks to steal the south than pay 12 Billion for potentially the whole thing. They need to know that if they do they will be taken all the way to the supreme court in the US (if AVZ has the $$).

 

[j.l]

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Can't find this comment now (no longer shows up on LinkedIn). The one I posted is still there though...

 

[BEISHA]

Penny Wong has been absolutely, completely, fucking useless and negligent

Same as fucking Albo

Totally asleep both of the fucking idiots in relation to the situation of an Australian listed company, 21000 mostly Australian shareholders with billions wiped from their investments stolen by China and the DRC through corruption and criminal activity and all in relation to a world-wide, strategic mineral and resource that of itself has potential repercussions for other Australian listed companies who are exploring for and developing lithium mines both here and abroad

I have fucking had enough of both of those useless fucks and their piss-weak words and vapid wank

Hand me the mantle....

 

[BEISHA]

Daz my good man......for you.....and only you......I shall.....acquiesce

acquiesce....

 

[BEISHA]

And what would you have them do?
Send in the army?
I’m a holder and hoping for a good result but truth is DRC is corrupt and Australia has zero leverage.
And, in any case, why would Australia be enthusiastic about helping a lithium project in DRC that will produce a large amount of lithium supply for China and undercut Australian Lithium producers?

And, in any case, why would Australia be enthusiastic about helping a lithium project in DRC that will produce a large amount of lithium supply for China and undercut Australian Lithium producers?

a )To assist 21000 australian mum and dads investors doing it tough.

b) to prevent China from controlling the lithium price, thus fucking over australian lithium coys in any case.

c) Income tax / GST......not a bad earner me thinks

Albo & Wong ....

 

[Mr_Tones83]

Maybe this has something to do with it

 

[Roon]

Maybe this has something to do with it

View attachment 80397

Part of the opposition's 'delay delay delay' tactics, I feel.

Perhaps Zijin are suggesting to do anything they can to drag the proceedings to the right..Gives them more time to establish 'their' mine on the northern tenement area as a fact on the ground, and perhaps time for the talked-about deal with the US to potentially flop, getting them and the DRC a better strategic environment to address their inevitable loss than that currently percolating

 

[BRICK]

Nice post on RNU @Dazmac66

Those sooks have no idea what real pain is hahah.

(sorry about the cross promotion all)

 

[Rediah]

Maybe I should attach the vid to my third correspondence to the senator the hon Penny Wong (aka Red Penny) when I remind her yet again that she has failed to respond in a meaningful way to any correspondence going back to 2022.

The only conclusion that I can draw for he failure to respond is that she and her department have a lot to hide.

Cheers
F

Based on what you’ve shared last week, I spoke with one of our fellow SH members, who initially considered raising this issue in his interview with 4BC Radio Brisbane. But then we decided against it for now, as it might come across as government shaming right before the elections and possibly harm our cause as we are not sure if BoD is in favour of such move.

Though we haven’t dropped the idea completely. We may create a short video to name and shame officials who have failed to support Australian assets and businesses.

 

[Spikerama]

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Frank... mate. Mate. That counter has the face of a dog licking piss off a thistle and it's making my toes curl.

I don't know why it appears like that on your monitor and no one else's but please mate. I spent nearly a week day and night trying to get it right and looking amazing and easy to read. Could you please take a few seconds each time you do a screen shot, to adjust your browser to 80% like you showed me in your PM?

Thanks kindly, Love your work.

 

[Mute22]

100% my own bullshit theory, but here’s what might be going down:

1. Months ago, Kobold made a low-ball offer for the South, implying to AVZ that they didn’t have the funds to see the ICSID case through—essentially asking, why take the risk? It was a classic test-the-waters move, but AVZ swiftly rejected as they had other deals in the background.
2. Now, with CATH in the picture, Kobold is back at the table, strategically planting media narratives about a deal being in progress. The goal, to pressure the Trump administration, the DRC government, and AVZ shareholders into playing ball and putting them in the picture for a longer term deal.
3. The supposed deal is for the South only, requiring AVZ to forfeit any stake in the North. To Nigel, this was completely unacceptable, even if the price for the South was good, walking away with zero compensation for the North wasn’t an option.
4. At this point, it’s a game of chicken. The DRC government must decide: do they risk the ICSID case ruling in AVZ’s favor for the North exposing themselves, or do they open themselves up to potential litigation and backlash to powerful individuals from Zijin—justified or not?
5. For now, they’re taking a back seat, following protocol, and letting ICSID decide. If AVZ wins and regains its rights, the play is clear, strike a deal with Kobold for the South, while Zijin is forced to compensate AVZ for the North.
6. Nigel has decided with all the fuckery from all sides, and no genuine offer of actual value on the table, the best course forward is to proceed with the ICSID to put an irrefutable value and compensation claim in place which can anchor all negotiation.

 

[Winenut]

And, in any case, why would Australia be enthusiastic about helping a lithium project in DRC that will produce a large amount of lithium supply for China and undercut Australian Lithium producers?

a )To assist 21000 australian mum and dads investors doing it tough.

b) to prevent China from controlling the lithium price, thus fucking over australian lithium coys in any case.

c) Income tax / GST......not a bad earner me thinks

Albo & Wong ....

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"b) to prevent China from controlling the lithium price, thus fucking over australian lithium coys in any case."

Exactly what I was suggesting in an earlier post

Didn't even think of the financial side for the Govt but you are correct could have been a huge generator of corporate tax revenue

 

[Carlos Danger]

Maybe this has something to do with it

View attachment 80397

I got ya jurisdiction right here

 

[Hodlandwin69]

100% my own bullshit theory, but here’s what might be going down:

1. Months ago, Kobold made a low-ball offer for the South, implying to AVZ that they didn’t have the funds to see the ICSID case through—essentially asking, why take the risk? It was a classic test-the-waters move, but AVZ swiftly rejected as they had other deals in the background.
2. Now, with CATH in the picture, Kobold is back at the table, strategically planting media narratives about a deal being in progress. The goal, to pressure the Trump administration, the DRC government, and AVZ shareholders into playing ball and putting them in the picture for a longer term deal.
3. The supposed deal is for the South only, requiring AVZ to forfeit any stake in the North. To Nigel, this was completely unacceptable, even if the price for the South was good, walking away with zero compensation for the North wasn’t an option.
4. At this point, it’s a game of chicken. The DRC government must decide: do they risk the ICSID case ruling in AVZ’s favor for the North exposing themselves, or do they open themselves up to potential litigation and backlash to powerful individuals from Zijin—justified or not?
5. For now, they’re taking a back seat, following protocol, and letting ICSID decide. If AVZ wins and regains its rights, the play is clear, strike a deal with Kobold for the South, while Zijin is forced to compensate AVZ for the North.
6. Nigel has decided with all the fuckery from all sides, and no genuine offer of actual value on the table, the best course forward is to proceed with the ICSID to put an irrefutable value and compensation claim in place which can anchor all negotiation.

NF has repeatedly said that we may have to forgo the North, and brushes it off as not a big deal due to the Mica

 

[Uglybob]

Considering Beizos is a billionaire who made his fortune by screwing over everyone with less money than him, I hold little hope about them paying a fair value. He's a financial predator and pure scum.

 

[Mute22]

NF has repeatedly said that we may have to forgo the North, and brushes it off as not a big deal due to the Mica

I highly doubt NF would want to walk away with 0 compensation for the North before we have our day in court just around the corner, unless an offer for the South was too good to walk away from.

 

[PhatCatz]

"3. Why is Graeme Johnston commenting on this at all? I would not have thought X would be the appropriate forum for the company to be making any sort of comment on these actions, and if they were I would not have thought GJ would be the right person to make them...."

Fucking ABSOLUTELY

Geezuz I can't believe that shit was posted by Graeme on X

I mean ffs!

Cone of fucking silence and then old Gra Gra decides to drop the beans on how it's all supposed to be going down?????

Fucking amateur hour....assuming the screen shots etc are true

My first thought as well but then realised its GJ. He has a track record of doing this stuff...

regardless, what he said does make sense but please man leave it for the boardroom. Unless the company endorsed his post... which would be odd.

 

[Skar]

View attachment 80348

View attachment 80349

Not sure if this is a showing of strength, from

100% my own bullshit theory, but here’s what might be going down:

1. Months ago, Kobold made a low-ball offer for the South, implying to AVZ that they didn’t have the funds to see the ICSID case through—essentially asking, why take the risk? It was a classic test-the-waters move, but AVZ swiftly rejected as they had other deals in the background.
2. Now, with CATH in the picture, Kobold is back at the table, strategically planting media narratives about a deal being in progress. The goal, to pressure the Trump administration, the DRC government, and AVZ shareholders into playing ball and putting them in the picture for a longer term deal.
3. The supposed deal is for the South only, requiring AVZ to forfeit any stake in the North. To Nigel, this was completely unacceptable, even if the price for the South was good, walking away with zero compensation for the North wasn’t an option.
4. At this point, it’s a game of chicken. The DRC government must decide: do they risk the ICSID case ruling in AVZ’s favor for the North exposing themselves, or do they open themselves up to potential litigation and backlash to powerful individuals from Zijin—justified or not?
5. For now, they’re taking a back seat, following protocol, and letting ICSID decide. If AVZ wins and regains its rights, the play is clear, strike a deal with Kobold for the South, while Zijin is forced to compensate AVZ for the North.
6. Nigel has decided with all the fuckery for all sides, the be course forward is to proceed with the ICSID to put an irrefutable value and compensation claim in place which can anchor all negotiation.

I just took it to mean go back to sleep for 12 months. The commodity cycle still at a low point. China still has its boot to the throat of lithium, CATL is rumoured to start up its shuttered Lepidolite mine again. CCP still subsidising the heightened cost of using Lepidolite which supresses the price of hard rock spod - allowing them to buy it and mines on the cheap (and I think it creates extra waste material...but not sure on the exact process... if someone knows whats going on with China happy hear it).

Until demand explodes beyond China ability to suppress and/or non-China supply chains for refinement come online... let the suits keep going. If US want to break China dominance they can pay us a fair price.