AVZ Discussion 2022

j.l

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What's happening on 10th of April please. Anyone?
On 10th April I'll be celebrating 2844 days since I purchased my first tranche of AVZ shares.

Ask me what I'll be doing on 11th April.
 
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BEISHA

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On 10th April I'll be celebrating 2844 days since I purchased my first tranche of AVZ shares.

Ask me what I'll be doing on 11th April.
What are you going to do on 11th April ?
 
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j.l

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Dijon101

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Frank

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Frank

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Frank

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Weekly Wrap: Gold Hits High, Copper Surges & an AVZ Trump Card

Trump vs China: The Battle for Manono Lithium

Just when the 21,000 shareholders of AVZ Minerals finally thought their investment was dead and buried, in steps probably the most famous person in the world to throw fuel back on the fire.

Who else but Donald Trump?

Big Don has entered the fight for Manono, transforming what was already a geopolitical flashpoint into a presidential chess match.

We covered AVZ Minerals in depth last year, tracking the journey from discovery to de-listing.

You can find the article here - arguably the most comprehensive timeline of the AVZ saga available anywhere (and now in need of an update).

AVZ Minerals: From $6 million to a $4.5 billion delisting. Inside the Congo lithium saga

AVZ Minerals: From $6 million to a $4.5 billion delisting. Inside the Congo lithium saga

7 May 2024

Read full story

For those who need a refresher, Manono is the world’s largest hard rock lithium deposit. ASX-listed AVZ lost control of it to Chinese-backed interests in what many consider a corporate heist, leaving shareholders holding the bag.

Now, the US has stepped in, using its critical minerals policy to push for AVZ’s reinstatement.

Recent legal rulings have favoured AVZ, with an international court awarding €39.12 million in damages and potentially paving the way for AVZ to reclaim Manono.


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What happened, and what does it mean for AVZ Minerals?

  • The Trump administration is “poised to insist control of the massive lithium deposit be handed back to AVZ,” according to The Australian.
  • US State Department officials confirmed they want to boost “responsible and transparent” development of DRC’s critical minerals – code for “not Chinese-controlled.”
  • If successful, the company may look to re-list on the ASX. Don’t forget that AVZ was valued at an incredible $4.5 billion at one point in time.
  • For shareholders who watched their investment evaporate when trading was suspended, this presidential intervention offers a glimmer of hope.
The situation distills to this: An Australian company owned the world’s largest lithium deposit in the DRC.

Chinese interests seized control with help from DRC officials.

Now, Trump is stepping in to reverse the takeover and hand it back to the Aussies.

This Trump-sized plot twist might just breathe life into other lithium plays too, and we daresay most ASX explorers with a decent lithium patch will be thinking about dusting off their investor decks this week.

AVZ now has the most powerful ally imaginable in their corner.

When you’re up against Chinese mining giants and the DRC government, having Trump on your side might be the only way to turn the tide.

We’ll keep watching this one closely.


Final Takeaways​

Well, that was one hell of a week.

Copper charging towards $5/lb, gold finally crashing through $3,000/oz - metal prices are on fire.

The sleepy commodities market just woke up, and small-caps with quality assets are getting a second look from investors.

Top End Energy has staked their claim in Kansas with a drill site locked in and operations on the horizon.

This patch of America is fast becoming ground zero for the natural hydrogen race.

And then there’s AVZ - back from the brink with the most unexpected supporter imaginable.

A US president stepping in to help an Australian company recover a lithium deposit from Chinese interests?

Nobody had that on their 2025 bingo card.


 
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cruiser51

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Thanks Cruiser… I think?

Although I reckon anyone with half a brain, let alone two Tasmanian brains, could work out I’m not Shane pretty easily….
That is one down and four to go.
Amotavio strikes me to have more than half a brain.

But to be honest, before I would give you my bank details I would be mighty careful, cause I don't know you from a bar of soap.
You might get a similar response from Amotavio.
 

cruiser51

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Written by Team Colitco March 15, 2025 9:12 pm

US Moves to Support AVZ in Congo Lithium Dispute​

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The United States is preparing to intervene in the ongoing dispute over the Manono lithium project in the Democratic Republic of Congo (DRC). The Australian reported that Washington aims to back Australian company AVZ Minerals in its legal battle to reclaim the lithium asset.
The US intervention aligns with its broader strategy to secure critical minerals and limit Chinese control over key global resources.

AVZ Secures Legal Victory Against DRC

AVZ Minerals announced a legal win on Friday against the DRC and China’s Zijin Mining over the Manono lithium mine. The International Court of Arbitration of the International Chamber of Commerce (ICC) ordered DRC’s state-owned Cominiere to pay a €39.1 million ($42.46 million) penalty for failing to comply with previous rulings.
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Figure 1: The Manono Lithium Mine
The dispute began after the DRC revoked AVZ’s mining permit in 2023, citing slow project development. The rights were later transferred to a unit of Zijin Mining, leading AVZ to challenge the decision in arbitration.
AVZ stated it would explore options to recover the penalty and is in early discussions with US-based entities to secure funding for the Manono project.

Manono Lithium Dispute Intensifies

AVZ asserts it holds legal rights over the entire deposit, but DRC authorities split the licence, allowing Zijin to proceed with mining operations in the northern section. AVZ is seeking redress through international arbitration, though previous favourable rulings have not been enforced.

US Plans for Manono Project

The US government aims to ensure the southern section of the Manono project is returned to AVZ. In exchange, AVZ is expected to sell the asset to a US entity.

A US State Department spokesperson confirmed ongoing discussions with DRC officials regarding responsible investment in critical minerals.
“The US has and continues to work with our DRC partners to boost US private sector investment in the DRC to develop mining resources in a responsible and transparent manner that contributes to the strength and prosperity of both the DRC and the US,” the spokesperson stated.

Geopolitical Ramifications of US Involvement

The dispute over Manono comes amid rising tensions between the US and China over global supply chains for critical minerals. Washington views Zijin as a state-controlled entity and seeks to limit its influence.
US officials reportedly plan to allow Zijin to retain control over the northern section of Manono to avoid direct conflict with China.

AVZ’s Struggles and US-CATL Tensions

AVZ, once valued at AUD 4.6 billion, faced significant setbacks after losing control of Manono. The company was delisted from the ASX in 2024 following a trading suspension in 2022.
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Figure 2: AVZ faced major setbacks after losing control of Manono
The US government has also raised concerns over AVZ’s financial ties to China’s Contemporary Amperex Technology Co. Limited (CATL), the world’s largest electric vehicle battery manufacturer. In January 2024, CATL provided AVZ with USD 20 million in funding.
In the same month, the US Department of Defence designated CATL as a “Chinese military company.” CATL has denied engaging in any military-related activities.

DRC’s Balancing Act Between US and China

DRC President Félix Tshisekedi is reportedly seeking a strategic agreement with the US to address security challenges, including conflicts with Rwandan-backed M23 rebels.
Jean Bele, a DRC businessman and physicist, highlighted the country’s complex position between the US and China.
“It is a very tricky situation,” Bele said. “US investment requires the respect of the environment, of human rights, and the many other things. Chinese investment is not doing that now.”

Chemaf Copper and Cobalt Dispute

Beyond the lithium dispute, the US is also monitoring another critical minerals conflict involving Chemaf Resources, a DRC-based copper and cobalt miner.
DRC’s state-owned mining company, Gécamines, has offered to acquire Chemaf to prevent China’s Norinco from expanding its interests in the country’s mining sector.
Picture3-1.png

Figure 3: US is monitoring conflict involving Chemaf Resources
Norinco already owns the Comika and Lamikal mines in partnership with Gécamines. The US sanctioned Norinco in 2021.

Future of US Investment in DRC

Washington seeks a critical minerals partnership with the DRC to counter China’s dominance and secure resources for defence and electrification.
“The US is open to discussing partnerships aligned with the Trump administration’s America First Agenda,” a State Department spokesperson said.
Jean Bele welcomed US investment, saying it promotes legal compliance, unlike some Chinese firms accused of bribery.
The lithium, copper, and cobalt disputes highlight the DRC’s central role in the US-China struggle for critical minerals.
 
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Bray

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Dave Evans

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The full transcript is a read and a half.
The delays, the tactics and even the balls to ask the emergency arbitrator to have AVZ pay all legal costs even after we won 🤣 fucking clowns.


After this latest win in the ICC @JAG (which follows on from all the other AVZ wins in the ICC), this seems an appropriate time to remind shareholders what the MMGA (Fat Tail stooges) did to try overthrow our BOD and undermine our challenges in the ICC and ICSID 👇

Over a period of 20 days ahead of the AVZ Minerals’ 2023 Annual General Meeting, Fat Tail Holdings (MMGA) initiated a media campaign using Alliance Advisors that included a series of announcements, social media statements, nine emails, mailed notices and videos targeting AVZ shareholders.

Amongst this barrage of media denouncing our BOD, the MMGA (Fat Tail) group made the following statements

THE ENTIRE AVZ BOARD MUST RESIGN

THE POSITION OF THE INCUMBENT BOARD IS UNTENABLE

THEIR TIME IS UP

THE BOD MUST RESIGN IMMEDIATELY

CHANGE IS NEEDED

WE URGENTLY NEED NEW DIRECTORS

THE AVZ BOD HAS NEGLECTED THEIR DUTY TO SHAREHOLDERS

THE BOD HAS IGNORED THE DEMANDS OF THE DRC GOVERNMENT

AVZ HAS OFFENDED THE DRC GOVERNMENT AND LITIGATION IS COUNTER PRODUCTIVE

NO REASONABLE EXPECTATION THAT INTERNATIONAL ARBITRATION WOULD RESULT IN RESTORED TITLE


THE CURRENT BOD CONTINUES TO DRAIN AVZ’s FUNDS ON HOSTILE LITIGATION AND IGNORED NEGOTIATION



I hope all AVZ shareholders will never forget who fought for the company and who fought against the company

And I hope when the day comes when shareholders are awarded their rightful returns on their investments that there will be a significant number of shareholders who combine their resources and seek retribution in the form of suing the pants off all those who conspired against us
 
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Goldenboy

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After this latest win in the ICC @JAG (which follows on from all the other AVZ wins in the ICC), this seems an appropriate time to remind shareholders what the MMGA (Fat Tail stooges) did to try overthrow our BOD and undermine our challenges in the ICC and ICSID 👇

Over a period of 20 days ahead of the AVZ Minerals’ 2023 Annual General Meeting, Fat Tail Holdings (MMGA) initiated a media campaign using Alliance Advisors that included a series of announcements, social media statements, nine emails, mailed notices and videos targeting AVZ shareholders.

Amongst this barrage of media denouncing our BOD, the MMGA (Fat Tail) group made the following statements

THE ENTIRE AVZ BOARD MUST RESIGN

THE POSITION OF THE INCUMBENT BOARD IS UNTENABLE

THEIR TIME IS UP

THE BOD MUST RESIGN IMMEDIATELY

CHANGE IS NEEDED

WE URGENTLY NEED NEW DIRECTORS

NO REASONABLE EXPECTATION THAT INTERNATIONAL ARBITRATION WOULD RESULT IN RESTORED TITLE

THE AVZ BOD HAS NEGLECTED THEIR DUTY TO SHAREHOLDERS

THE BOD HAS IGNORED THE DEMANDS OF THE DRC GOVERNMENT

AVZ HAS OFFENDED THE DRC GOVERNMENT AND LITIGATION IS COUNTER PRODUCTIVE

THE CURRENT BOD CONTINUES TO DRAIN AVZ’s FUNDS ON HOSTILE LITIGATION AND IGNORED NEGOTIATION



I hope all AVZ shareholders will never forget who fought for the company and who fought against the company

And I hope when the day comes when shareholders are awarded their rightful returns on their investments that there will be a significant number of shareholders who combine their resources and seek retribution in the form of suing the pants off all those who conspired against us
What about all the shareholders that were duped into selling their shares for 1cent a share ????….. they need to have some sort of retribution. ( I am not one of them ) Or perhaps they deserve to see their loss on paper due to their dis loyalty. Either way … a bitter pill to swallow.
 
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M.Bison

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After this latest win in the ICC @JAG (which follows on from all the other AVZ wins in the ICC), this seems an appropriate time to remind shareholders what the MMGA (Fat Tail stooges) did to try overthrow our BOD and undermine our challenges in the ICC and ICSID 👇

Over a period of 20 days ahead of the AVZ Minerals’ 2023 Annual General Meeting, Fat Tail Holdings (MMGA) initiated a media campaign using Alliance Advisors that included a series of announcements, social media statements, nine emails, mailed notices and videos targeting AVZ shareholders.

Amongst this barrage of media denouncing our BOD, the MMGA (Fat Tail) group made the following statements

THE ENTIRE AVZ BOARD MUST RESIGN

THE POSITION OF THE INCUMBENT BOARD IS UNTENABLE

THEIR TIME IS UP

THE BOD MUST RESIGN IMMEDIATELY

CHANGE IS NEEDED

WE URGENTLY NEED NEW DIRECTORS

THE AVZ BOD HAS NEGLECTED THEIR DUTY TO SHAREHOLDERS

THE BOD HAS IGNORED THE DEMANDS OF THE DRC GOVERNMENT

AVZ HAS OFFENDED THE DRC GOVERNMENT AND LITIGATION IS COUNTER PRODUCTIVE

NO REASONABLE EXPECTATION THAT INTERNATIONAL ARBITRATION WOULD RESULT IN RESTORED TITLE


THE CURRENT BOD CONTINUES TO DRAIN AVZ’s FUNDS ON HOSTILE LITIGATION AND IGNORED NEGOTIATION



I hope all AVZ shareholders will never forget who fought for the company and who fought against the company

And I hope when the day comes when shareholders are awarded their rightful returns on their investments that there will be a significant number of shareholders who combine their resources and seek retribution in the form of suing the pants off all those who conspired against us
Good point. On this note, I wonder if its possible to deem the way they went about obtaining their shares as illegal. I can't stand the thought of these flogs making a profit here.
 
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Dazmac66

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Not sure if Manono was discussed in this meeting between the US and Slim!
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