AVZ Discussion 2022

[Mute22]

Just throwing this out there for a different perspective.

However, Massad Boulos and his entourage are not in Kinshasa to work on their all-over tans.

DRC : Trump administration reluctant to strike minerals deal with Kinshasa - 03/04/2025 - Africa Intelligence

Congolese officials who have travelled to Washington have failed to dispel the Trump administration's scepticism about a strategic minerals deal with Félix Tshisekedi's presidency. - 4/3/2025

www.africaintelligence.com

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Do you have access to the actual article?

We know the DRC envoys were in Washington not that long ago pitching this.

I doubt there would be this much media coverage of this specific meeting if this wasn't the primary purpose of Massad's visit to Kinshasa.

 

[Flight996]

Do you have access to the actual article?

We know the DRC envoys were in Washington not that long ago pitching this.

I doubt there would be this much media coverage of this specific meeting if this wasn't the primary purpose of Massad's visit to Kinshasa.

Sorry, I can't get the full article via my usual paywall bypass websites, and can't justify forking out $2,200 for articles of unknown authenticity.

Cheers
F

 

[PutUsernameHere]

Hey mate, you need to bear in mind, this might be an asset sale, not a TO, especially if there’s an ongoing royalty. We could be a cashed up entity looking for a new tenement to explore. North Korea sound alright?

If that happens, most decent thing to do would be to approach Deterra to purchase the royalties via combination of cash and shares. Then utilise the capital received to offer shareholders a buyback so we can still access 50% CGT discount.

I'm a few winos deep so not sure exactly the timing of how it would all work and probably not in the order of above. But would essentially offer shareholders a cashout for our troubles without needing to receive the funds via dividend which would affect a lot of people's income more significantly. But still gain exposure to ongoing royalties.

OR. Big stretch so stay with me
Part Divie, part buyback. Best of both worlds. Company then offers existing shareholders ONLY a repurchase of shares at a considerably lowered (to the value of discounted royalties price) price, to a maximum number of previously owned shares. Then sells the ongoing royalties at a marginal discount to Deterra on a x:y shares exposure.

Allows the company to not have to relist. Ensures shareholders get their fair value, and retain exposure via alternate listed company with a value add of generic royalties exposures.

C'mon Nigel, is that really too much to ask after everything else you've dealt with?

 

[BRICK]

Just throwing this out there for a different perspective.

However, Massad Boulos and his entourage are not in Kinshasa to work on their all-over tans.

DRC : Trump administration reluctant to strike minerals deal with Kinshasa - 03/04/2025 - Africa Intelligence

Congolese officials who have travelled to Washington have failed to dispel the Trump administration's scepticism about a strategic minerals deal with Félix Tshisekedi's presidency. - 4/3/2025

www.africaintelligence.com

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Ah well . It was almost too good to be true.
Wonder if it’s too late to return my case of bubbly?

 

[Frank]

https://x.com/brendo726/status/1907710242424816049

https://x.com/EleboReaga76684/status/1907730866844930116

https://x.com/lequotidien509/status/1907731399626326086

US delegation arrives in Kinshasa for peace and investment mission

A large joint White House-State Department delegation of US officials arrived on Wednesday, April 2, 2025, on a French airline Air France flight from Washington, DC, via Paris, as part of a peace and investment mission to the Democratic Republic of Congo (DRC), the ACP noted.

The delegation is led by Senior Advisor to the US President, Massad Boulos, with Deputy Assistant Secretaries of State Coronah Sanders, Devin Kesington, and Zach Snuder, as well as Dan Dimirhan, National Security Director for Africa.

This delegation also plans to travel to Rwanda, Uganda, and Kenya for the same mission.

"Senior Advisor Boulos and Deputy Assistant Secretary of State for African Affairs Coronah Sanders will travel to the Democratic Republic of the Congo, Rwanda, Kenya, and Uganda beginning April 3," the State Department wrote on its website Tuesday, announcing the mission.

"During this trip, Mr. Boulos and his team will meet with heads of state and business leaders to advance efforts toward lasting peace in the eastern Democratic Republic of the Congo and promote U.S. private sector investment in the region," it read.

Mr. Boulos has been appointed Senior Advisor to the U.S. President for Africa, Arab, and Middle Eastern Affairs.

 

[CashKing]

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https://x.com/brendo726/status/1907710242424816049

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https://x.com/EleboReaga76684/status/1907730866844930116

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https://x.com/lequotidien509/status/1907731399626326086

US delegation arrives in Kinshasa for peace and investment mission

A large joint White House-State Department delegation of US officials arrived on Wednesday, April 2, 2025, on a French airline Air France flight from Washington, DC, via Paris, as part of a peace and investment mission to the Democratic Republic of Congo (DRC), the ACP noted.

The delegation is led by Senior Advisor to the US President, Massad Boulos, with Deputy Assistant Secretaries of State Coronah Sanders, Devin Kesington, and Zach Snuder, as well as Dan Dimirhan, National Security Director for Africa.

This delegation also plans to travel to Rwanda, Uganda, and Kenya for the same mission.

"Senior Advisor Boulos and Deputy Assistant Secretary of State for African Affairs Coronah Sanders will travel to the Democratic Republic of the Congo, Rwanda, Kenya, and Uganda beginning April 3," the State Department wrote on its website Tuesday, announcing the mission.

"During this trip, Mr. Boulos and his team will meet with heads of state and business leaders to advance efforts toward lasting peace in the eastern Democratic Republic of the Congo and promote U.S. private sector investment in the region," it read.

Mr. Boulos has been appointed Senior Advisor to the U.S. President for Africa, Arab, and Middle Eastern Affairs.

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Just get a Fucking Deal Done

 

[Nellie17]

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https://x.com/brendo726/status/1907710242424816049

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https://x.com/EleboReaga76684/status/1907730866844930116

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https://x.com/lequotidien509/status/1907731399626326086

US delegation arrives in Kinshasa for peace and investment mission

A large joint White House-State Department delegation of US officials arrived on Wednesday, April 2, 2025, on a French airline Air France flight from Washington, DC, via Paris, as part of a peace and investment mission to the Democratic Republic of Congo (DRC), the ACP noted.

The delegation is led by Senior Advisor to the US President, Massad Boulos, with Deputy Assistant Secretaries of State Coronah Sanders, Devin Kesington, and Zach Snuder, as well as Dan Dimirhan, National Security Director for Africa.

This delegation also plans to travel to Rwanda, Uganda, and Kenya for the same mission.

"Senior Advisor Boulos and Deputy Assistant Secretary of State for African Affairs Coronah Sanders will travel to the Democratic Republic of the Congo, Rwanda, Kenya, and Uganda beginning April 3," the State Department wrote on its website Tuesday, announcing the mission.

"During this trip, Mr. Boulos and his team will meet with heads of state and business leaders to advance efforts toward lasting peace in the eastern Democratic Republic of the Congo and promote U.S. private sector investment in the region," it read.

Mr. Boulos has been appointed Senior Advisor to the U.S. President for Africa, Arab, and Middle Eastern Affairs.

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Yeah the delegation is there alright! The only problem is that they are staying at the Fleuve Hotel!!!

 

[Nellie17]

Yeah the delegation is there alright! The only problem is that they are staying at the Fleuve Hotel!!!
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Friday night funny! Isn't that what you say

Cheers,
Nellie xx

 

[Winenut]

Friday night funny! Isn't that what you say

Cheers,
Nellie xx

It's only Thursday!

 

[Nellie17]

It's only Thursday!

I'm always one step ahead! Ha ha, I just realised!

But it's Friday now!!

Nells xxx

 

[BEISHA]

That sucks, you like fishing?

a bit dodgy if you asked me......

 

[Scoota30]

Trump is going to war with everyone in order to onshore manufacturing and critical minerals back to the US for national security purposes.
Felix enters the room a month ago begging for US security assurances to save his ass from M23.
Kobold writing letters to Felix saying they want to develop Manono.

There is no world where the US doesn't get their hands on Manono IMO. Whether something happens in the next week, or the next 59 days the writing is on the wall. Trump will do almost anything to get this bag

 

[pow4ade]

At the heart of this dynamic, the partnership between KoBold Metals, a company specializing in mineral exploration using artificial intelligence, and Rio Tinto, a major player in the global mining industry, is of paramount importance. This strategic alliance aims to exploit Congolese mineral deposits more efficiently and sustainably, while meeting the growing demands of the global market.

Is the journo jumping the gun or is the partnership all but a done deal?

Kobold and Rio have been in a partnership since 2023 in Thunder Bay, Canada exploring a prospect for copper, nickel, cobalt and lithium:

https://www.northernontariobusiness...-nickel-cobalt-and-lithium-in-neebing-6848264

So the writer is entitled to presume a partnership is indeed in the air given in the report that US special envoy, Massad Boulos, is meeting in Kinshasa with Felix and business leaders. Further:

One of Massad Boulos’s primary missions will be to facilitate the recovery and resale of a contested lithium project, currently in the sights of mining giant Rio Tinto.

https://english.congovirtuel.com/ko...on-to-broker-a-lithium-mining-deal-in-manono/

 

[obe wan]

Just throwing this out there for a different perspective.

However, Massad Boulos and his entourage are not in Kinshasa to work on their all-over tans.

DRC : Trump administration reluctant to strike minerals deal with Kinshasa - 03/04/2025 - Africa Intelligence

Congolese officials who have travelled to Washington have failed to dispel the Trump administration's scepticism about a strategic minerals deal with Félix Tshisekedi's presidency. - 4/3/2025

www.africaintelligence.com

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Don’t worry about it … everything’s gonna be alright

BREAKING: Massad Boulos, Trump’s Africa Advisor, Meets President Tshisekedi in Kinshasa | Xtrafricahttps://static.wixstatic.com/media/67cd72_423dfc521b5b49f4bbd79e2af48c9585~mv2.webp

Massad Boulos, Trump’s Africa Advisor, meets DRC President Tshisekedi in Kinshasa to discuss U.S.-Africa ties and regional security. | XTRAfrica

www.xtrafrica.com

 

[Bin59]

https://x.com/AugustCohen4/status/1907835261351776629

 

[Bin59]

 

[Bin59]

https://x.com/TinaSalama2/status/1907849423477977182

 

[Xerof]

Well, as August mentions - his range is USD7b to USD9b, as US institutional investors just won't go to USD14b.

9B isn't too far from Nigels 10B, so maybe we meet in the middle on this?

 

[JNRB]

My math isn't great but
(7b< >9b / 14b)* 10B = $12per share right?

Jokes aside, it's good to see the numbers in discussion moving towards something more reasonable (towards, not at )

 

[j.l]

https://x.com/AugustCohen4/status/1907835261351776629

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Let's go, let's go!

Interesting comment about toning things down on X, hmm