AVZ Discussion 2022

[Frank]

https://x.com/anonymous_seeu/status/1909781145748947026

https://x.com/Outcast_North/status/1908890544077484397

*To remind,

"I look forward to working with President Félix Tshisekedi and his team to stimulate US private sector investment in the DRC, especially in the mining sector, with the shared goal contributing to the prosperity of our two countries," he added.

Kobold’s proposal to develop the Manono deposit, which it describes as “a large-scale, long-term lithium mine,” comes as the DRC faces legal disputes over the project.

Resolving these issues could help Kinshasa close its case with AVZ Minerals, which has led state-owned Cominière to pay 39.1 million in penalties.

Further boosting Kobold’s position are recent U.S. tariffs targeting various countries, including Indonesia and China, major players in the lithium battery supply chain.

Washington’s recent measures could see American investment in the DRC as global demand for lithium continue to rise.

*To add,

AVZ vs DRC @ ICSID - Final Countdown

Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).

avz-icsid-final-countdown.netlify.app

 

[cruiser51]

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https://x.com/liarliar__1/status/1909511925173461499

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https://x.com/brendo726/status/1909710342919483825

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Don't forget Antoinette N'Samba Kalambayi calls herself today Honorary Minister of Mines.
She might have to commit harakiri too, before AVZ gets a guernsey.
Too much dirty linen in the cabinet.

 

[Frank]

View attachment 81861

 

[Frank]

Don't forget Antoinette N'Samba Kalambayi calls herself today Honorary Minister of Mines.
She might have to commit harakiri too, before AVZ gets a guernsey.
Too much dirty linen in the cabinet.

https://x.com/anonymous_seeu/status/1909789229850431779

https://x.com/anonymous_seeu/status/1909788752328950104

 

[Spikerama]

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Poor old Hazard. Don't worry mate. He will be found and he will be dealt with. Even if we have to collectively put in several hundred thousand dollars. It's just a matter of time.

*tick tock

 

[RHyNO]

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https://x.com/anonymous_seeu/status/1909789229850431779

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https://x.com/anonymous_seeu/status/1909788752328950104

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Awesome stuff, the suspension of lobbyists is a huge move! HUGE! It creates exactly the landscape for a swift deal before courts expose everything. Felix and cronies do not want this at court, they will lose and lose face, Rio, kobalt, CATH have a clear avenue to access us and DRC govt. just hope our legal backers at CATH don’t limit our ability to negotiate?

 

[protoje]

One more sleep til the 10th… will see if it means anything! As much as I appreciate all your wisdom and input I am excited about the day I’m not refreshing this page all day in the hope of news. I’m sure I’m not alone in that sentiment. News is imminent surely!

 

[Hudnut]

Sure it's a big call given conventional wisdom holds that a mine takes 5-7 years to develop after discovery. Yet Zingin has pretty much turned that on its head with forecast DSO from CDL early next year.

As the kid says, in the context of "China's human capital situation and the quality of their engineering procurement construction firms":

....when you have smart people working on an issue and there's a national security lens to having things get built, they get done fast...

Question is whether Kobold/Rio are capable of matching such timelines. I reckon they'll have a red hot go at it. Felix and Trump will insist they do.

"Slavery gets shit done."

 

[JasonM]

One more sleep til the 10th… will see if it means anything! As much as I appreciate all your wisdom and input I am excited about the day I’m not refreshing this page all day in the hope of news. I’m sure I’m not alone in that sentiment. News is imminent surely!

look I hope so, but I think anything happening on the 10th (or 11th if its 10th us time) is BS.

 

[Winenut]

Inside the EV startup secretly backed by Jeff Bezos

Well, well, well... isn't this a coincidence.

I thought this was interesting

This to me is a very smart strategy

Make the base affordable so everyone can get one.....resolves the most basic of business requirements being a margin of profitability (even if only small) and provides liquidity and cashflow

Then in this day and age of everyone needing/wanting to be unique and promote their individuality you have endless add-ons and customisation accessories that adds your personality and flavour to the vehicle and just happen to be items that deliver to the business better inherent margins thereby increasing profitability

I think it very smartly taps into the gen "whatever it is" thing being that whole individuality/personality/stand out/I'm unique/need vibe that seems to be the current paradigm

Do I sound too fucking philosophical and thereby somewhat weird???

Feel free to let me know

 

[Skar]

Inside the EV startup secretly backed by Jeff Bezos

Well, well, well... isn't this a coincidence.

Gee I wonder what kinds of competitive opportunities are possible with a 104% tariff on chemicals coming out of China into the US market.

 

[Xerof]

I thought this was interesting

View attachment 81877

This to me is a very smart strategy

Make the base affordable so everyone can get one.....resolves the most basic of business requirements being a margin of profitability (even if only small) and provides liquidity and cashflow

Then in this day and age of everyone needing/wanting to be unique and promote their individuality you have endless add-ons and customisation accessories that adds your personality and flavour to the vehicle and just happen to be items that deliver to the business better inherent margins thereby increasing profitability

I think it very smartly taps into the gen "whatever it is" thing being that whole individuality/personality/stand out/I'm unique/need vibe that seems to be the current paradigm

Do I sound too fucking philosophical and thereby somewhat weird???

Feel free to let me know

 

[Winenut]

You never let me down Mr Photocopier.....

 

[cruiser51]

Gee I wonder what kinds of competitive opportunities are possible with a 104% tariff on chemicals coming out of China into the US market.

That is if those chemicals are not on China's no-go list.
China have slowly aimed to become the major supplier of all sort of materials, including Lithium, and now exercises that power as a weapon at will.

Another thing to consider...

While China has made significant economic strides and is now the world's second-largest economy, it is still considered a developing country by many international organizations, including the UN and the World Bank.

China should lose the classification being a developing country, which is outright bullshit, as soon as possible, like yesterday.
It outgrew the developing country status more than 20 years ago.
With that status come many advantages and countries without that status simply have to deal with China with one arm tied behind their back.

Just consider the power games China plays and the build up of its army, navy and airforce.

A developing country does not have the resources to do that.

 

[JNRB]

I thought this was interesting

View attachment 81877

This to me is a very smart strategy

Make the base affordable so everyone can get one.....resolves the most basic of business requirements being a margin of profitability (even if only small) and provides liquidity and cashflow

Then in this day and age of everyone needing/wanting to be unique and promote their individuality you have endless add-ons and customisation accessories that adds your personality and flavour to the vehicle and just happen to be items that deliver to the business better inherent margins thereby increasing profitability

I think it very smartly taps into the gen "whatever it is" thing being that whole individuality/personality/stand out/I'm unique/need vibe that seems to be the current paradigm

Do I sound too fucking philosophical and thereby somewhat weird???

Feel free to let me know

My first phone was a Nokia 3200. It had a clear housing, but it came with a special cutter shaped to the phone that you could use to punch out a cutout from whatever image you liked and use it as your new cover. Was great.

Most cars are pretty boring (to me) so I love the idea of being able to customise it more. Not to mention if you want to increase the usable life then sometimes after a few years you might just want to change it up. I can't remember who but someone recently made a concept car that could change colour. Was crazy

 

[cruiser51]

I thought this was interesting

View attachment 81877

This to me is a very smart strategy

Make the base affordable so everyone can get one.....resolves the most basic of business requirements being a margin of profitability (even if only small) and provides liquidity and cashflow

Then in this day and age of everyone needing/wanting to be unique and promote their individuality you have endless add-ons and customisation accessories that adds your personality and flavour to the vehicle and just happen to be items that deliver to the business better inherent margins thereby increasing profitability

I think it very smartly taps into the gen "whatever it is" thing being that whole individuality/personality/stand out/I'm unique/need vibe that seems to be the current paradigm

Do I sound too fucking philosophical and thereby somewhat weird???

Feel free to let me know

That's what suddenly stopping with your most favourite beverage does to you!!

 

[ptlas]

Sure it's a big call given conventional wisdom holds that a mine takes 5-7 years to develop after discovery. Yet Zingin has pretty much turned that on its head with forecast DSO from CDL early next year.

As the kid says, in the context of "China's human capital situation and the quality of their engineering procurement construction firms":

....when you have smart people working on an issue and there's a national security lens to having things get built, they get done fast...

Question is whether Kobold/Rio are capable of matching such timelines. I reckon they'll have a red hot go at it. Felix and Trump will insist they do.

Gun lithium analyst.
Does his mum know he's not in school?

 

[ptlas]

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Another sad reminder that these c.... trying to make a fast buck cause much more than financial hurt.

 

[Frank]

 

[LEFOOL]

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Another sad reminder that these c.... trying to make a fast buck cause much more than financial hurt.

' i tried blocking you' wait what...?!
i mean fuck me... the ignore button is there for a reason, you press it once and thats all.. bye bye toilet ya fuckwit