AVZ Discussion 2022

[Flexi]

All offers coming now will be way below the true value of the resource. It is as expected. They will try and get it as cheap as possible before the IICSD hearing begins. However as we near the start of the case they will up their offers closer to $10 billion because they know if the case begins, not only will the corrupt pricks be exposed, but the minimum starting price will become $10 Billion as they know our chances of winning the case are high. Some people say Congo is broke and cant pay, but who ever wants to mine the good stuff from the ground will first need to pay the fine to us, before they can begin mining.
My realistic expectations (and hope) is for a price around $2 US. But I will be pushing for $12.00 to cover pain suffering AND a public hanging of the GREEN WITCH and FAT LIPS in the Manono town square, this is non negotiable . All in my opinion .

 

[Winenut]

Personally I'm not super excited about royalties

I want the cash up front and FUCK being tied to anything happening in the DRC

That fucking place is a basket case and I don't want the value inherent in my shares paid "on the drip" by royalties with the chance that those DRC cunts pull some more fucking "fun and games" and "paper bag diplomacy" potentially fucking my financial future for a second time

 

[Doc]

Personally I'm not super excited about royalties

I want the cash up front and FUCK being tied to anything happening in the DRC

That fucking place is a basket case and I don't want the value inherent in my shares paid "on the drip" by royalties with the chance that those DRC cunts pull some more fucking "fun and games" and "paper bag diplomacy" potentially fucking my financial future for a second time

 

[Spikerama]

It’s the same reporter that broke the original story that Trump administration wants AVZ to get paid in any deal for Manono

None of y’all were questioning his sources then lol

The 1.5b is extremely believable and on brand for KoBold. The real question is why on earth would Nigel be considering this enough to send representatives to the meeting. Would need to be the greatest royalty deal of all time, possibly ever, to get my vote.

Thing is mate, your vote and mine will not have very much sway. The T20 own more than half the register, so it will come down to those who have hundreds of millions of shares and what they want in the end.

If I had that many shares, some of these lowball figures wouldn't sound too bad.

 

[BRICK]

He's probably making sh1t up to yank our chain . Could have been Tommy's bum chum for all we know .

HOLD... My fucking beer

Edit: oh fuck me his name is Brad not bob.... hah

 

[BRICK]

Personally I'm not super excited about royalties

I want the cash up front and FUCK being tied to anything happening in the DRC

That fucking place is a basket case and I don't want the value inherent in my shares paid "on the drip" by royalties with the chance that those DRC cunts pull some more fucking "fun and games" and "paper bag diplomacy" potentially fucking my financial future for a second time

Or there is a civil war or war with Rawanda

 

[Wil_Mar]

Hi All,

I know someone that knows Brad. Please see his response:

Someone’s probably leaked it to him on the proviso of anonymity

Brad wouldn’t speculate. It would’ve come from somewhere. Probably whoever told him about the US involvement.

 

[Wil_Mar]

Sounds legit. I know someone who knows someone that had a delicious steak & a nice full bodied red with Nigel.

Nigel refused to comment on the steak, apparently.

Mates a Journo. Simply asked about weather the pricing bit was pure speculation or source based.

 

[Retrobyte]

Personally I'm not super excited about royalties

I want the cash up front and FUCK being tied to anything happening in the DRC

If it goes down this way then you'd still have your shares and can sell them if you don't want to hold onto them to get future royalties. How the black market prices that is another story of course!

 

[Xerof]

Any agreed Royalties will go to the Company to whom they are agreed with, not directly to AVZ shareholders, but yeah 1 or 2% of sales revenue will be a steady amount of dosh, which should cover on-going corporate expenses

The asset sale will also go through the various entities back to AVZ, and AVZ MAY distribute part of it, but unless any TO is 100% for AVZ, we are going exploring somewhere else as a well cashed up going concern, with a relist

I want cash, and I want it NOW thanks

US1.5b doesn't cut my mustard

Our mate August on X has a good ball-park figure for Rio to chew on - 6b to 9b

 

[JasonM]

Mates a Journo. Simply asked about weather the pricing bit was pure speculation or source based.

I'm sure he got it from somewhere, doesnt mean its anywhere near the final bid. likely the first bid but not the last. Nigel will have to convince his shareholders, so any bid would need to stack up and past the pub test.

I think its difficult for those external to assess what fair value is at this point so I'm trying not to anchor to anything and obviously hoping its a good outcome. Certainly if its under a $1/$1.50, I'll be disappointed given the pain with all gone through. All that said though, I'm a motivated seller and want out, so dont want to wait for icid outcomes and the years it may take to collect the dosh, also dont want royalities.

In the end, just hoping I can get out and hoping Nigel gets us a good deal. I'm semi confident he'll stand his ground as he has over the last few years and not give into a low ball offer. There have been so many twists and turns over the last few years who knows whats ahead of us.

 

[Wil_Mar]

I'm sure he got it from somewhere, doesnt mean its anywhere near the final bid. likely the first bid but not the last. Nigel will have to convince his shareholders, so any bid would need to stack up and past the pub test.

I think its difficult for those external to assess what fair value is at this point so I'm trying not to anchor to anything and obviously hoping its a good outcome. Certainly if its under a $1/$1.50, I'll be disappointed given the pain with all gone through. All that said though, I'm a motivated seller and want out, so dont want to wait for icid outcomes and the years it may take to collect the dosh, also dont want royalities.

In the end, just hoping I can get out and hoping Nigel gets us a good deal. I'm semi confident he'll stand his ground as he has over the last few years and not give into a low ball offer. There have been so many twists and turns over the last few years who knows whats ahead of us.

I’ll preface that I don’t think I added anything valuable given that it could be the source speculating as well haha

 

[Frank]

Fyi, Some good Shit going down the Crapper today

View attachment 80794

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*Ez Edit
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[Frank]

https://x.com/kempy68/status/1906323611260227779

Its Me Mario
@kempy68
$AVZ I have been banging on about we should not acpt below ATH of $1.36. R we forgetting the TIN? This adds big $. ? is this not being put out in social media? We have the upgraded BFS too, so let’s call it $2.50 at a min. To suggest 67c is a slap in the face!
@KoBold
@RioTinto
8:32 PM · Mar 30, 2025
795
Views

https://x.com/kempy68/status/1906323611260227779

https://x.com/AugustCohen4/status/1906016791823818976

 

[Frank]

https://x.com/lotiongang1/status/1906473489567248659

 

[Pokok]

I'm sure he got it from somewhere, doesnt mean its anywhere near the final bid. likely the first bid but not the last. Nigel will have to convince his shareholders, so any bid would need to stack up and past the pub test.

I think its difficult for those external to assess what fair value is at this point so I'm trying not to anchor to anything and obviously hoping its a good outcome. Certainly if its under a $1/$1.50, I'll be disappointed given the pain with all gone through. All that said though, I'm a motivated seller and want out, so dont want to wait for icid outcomes and the years it may take to collect the dosh, also dont want royalities.

In the end, just hoping I can get out and hoping Nigel gets us a good deal. I'm semi confident he'll stand his ground as he has over the last few years and not give into a low ball offer. There have been so many twists and turns over the last few years who knows whats ahead of us.

You must be a young investor I don't have time on my side son

 

[wombat74]

Rio Tinto reportedly eyeing AVZ Minerals-linked lithium deal in the Democratic Republic of Congo

Adrian RausoThe West Australian
Mon, 31 March 2025 11:15AM
Adrian Rauso

Manono Credit: AVZ Minerals/TheWest


Rio Tinto is reportedly keen to ride on the coattails of a deal in the Congo that could unlock a big piece of the world’s largest hard rock lithium deposit and save stranded shareholders of AVZ Minerals.
Government officials from the Democratic Republic of Congo and Rio Tinto higher-ups held discussions in recent weeks about developing the Roche Dure mineral resource into a lithium mine, according to Bloomberg.
Rio’s interest in the Roche Dure comes as the United States and the DRC negotiate a potential critical minerals and security partnership.

China has grown its influence in the DRC in recent years, effectively locking out Western companies from doing mining deals.
But now the DRC is entertaining a deal with the Trump Administration as the central African country struggles to suppress a Rwanda-backed rebellion in its eastern provinces.

Bloomberg last week reported that KoBold Metals, which counts the ultra-rich Bill Gates and Jeff Bezos as investors, is interested in Roche Dure. KoBold and Rio are supposedly mulling a joint venture to build and run Roche Dure.
KoBold’s proposal also reportedly aims to resolve a long-drawn dispute involving AVZ Minerals, China’s Zijin Mining Group and the DRC government, according to a letter seen by Bloomberg.

KoBold’s plan is contingent on AVZ receiving “appropriate compensation” and agreeing to transfer all its interests in the DRC.
Roche Dure was first discovered and defined by AVZ as part of its Manono mining project.
AVZ was developing the Manono— touted as “the biggest lithium discovery on the planet” — but in 2023 the DRC’s government controversially revoked and split the licence, giving Zijin the northern portion.

The value of West Perth-based AVZ, which was listed on the ASX, was savaged by the licence drama and its shares are currently delisted.
AVZ is fighting a bitter legal battle in hopes of winning back the whole deposit. Adding to the drama, The West Australian in December revealed that AVZ is under investigation by the Australian Federal Police over bribery allegations.

AVZ has denied the bribery allegations.

Rio’s purported move in the Congo comes as the Anglo Australian miner pours significant sums into lithium investments across the globe, despite the battery commodity’s depressed price.
Rio last year spent more than $10 billion to buy Arcadium Lithium and separately is building a lithium mine in Argentina. It also plans to build run lithium operation in rural Serbia, despite fierce local community opposition.

 

[JNRB]

For everyone loudly re-enforcing our strong MINIUM position on this, a few point to remember that seems to get left out.

1. ICDIS compensation claim is 10B plus additional amounts to be determined

2. Since our ATH, and going into suspension, we increased the resource size by 45%!!

3. Dont forget the Tin!




(And 4. Look at expected lithium pricing for the next 20 years, NOT the current slump induced by market manipulations specifically intended to crush competition and allow China to maintain supply chain dominance)

 

[BRICK]

Rio Tinto reportedly eyeing AVZ Minerals-linked lithium deal in the Democratic Republic of Congo

Adrian RausoThe West Australian
Mon, 31 March 2025 11:15AM
Adrian Rauso

Manono Credit: AVZ Minerals/TheWest


Rio Tinto is reportedly keen to ride on the coattails of a deal in the Congo that could unlock a big piece of the world’s largest hard rock lithium deposit and save stranded shareholders of AVZ Minerals.
Government officials from the Democratic Republic of Congo and Rio Tinto higher-ups held discussions in recent weeks about developing the Roche Dure mineral resource into a lithium mine, according to Bloomberg.
Rio’s interest in the Roche Dure comes as the United States and the DRC negotiate a potential critical minerals and security partnership.

China has grown its influence in the DRC in recent years, effectively locking out Western companies from doing mining deals.
But now the DRC is entertaining a deal with the Trump Administration as the central African country struggles to suppress a Rwanda-backed rebellion in its eastern provinces.

Bloomberg last week reported that KoBold Metals, which counts the ultra-rich Bill Gates and Jeff Bezos as investors, is interested in Roche Dure. KoBold and Rio are supposedly mulling a joint venture to build and run Roche Dure.
KoBold’s proposal also reportedly aims to resolve a long-drawn dispute involving AVZ Minerals, China’s Zijin Mining Group and the DRC government, according to a letter seen by Bloomberg.

KoBold’s plan is contingent on AVZ receiving “appropriate compensation” and agreeing to transfer all its interests in the DRC.
Roche Dure was first discovered and defined by AVZ as part of its Manono mining project.
AVZ was developing the Manono— touted as “the biggest lithium discovery on the planet” — but in 2023 the DRC’s government controversially revoked and split the licence, giving Zijin the northern portion.

The value of West Perth-based AVZ, which was listed on the ASX, was savaged by the licence drama and its shares are currently delisted.
AVZ is fighting a bitter legal battle in hopes of winning back the whole deposit. Adding to the drama, The West Australian in December revealed that AVZ is under investigation by the Australian Federal Police over bribery allegations.

AVZ has denied the bribery allegations.

Rio’s purported move in the Congo comes as the Anglo Australian miner pours significant sums into lithium investments across the globe, despite the battery commodity’s depressed price.
Rio last year spent more than $10 billion to buy Arcadium Lithium and separately is building a lithium mine in Argentina. It also plans to build run lithium operation in rural Serbia, despite fierce local community opposition.

no low balls figure in here...

 

[Goldenboy]

Saw this on HC …… coincidence ???

Rio Tinto prices US$9.0 billion of notes