AVZ Discussion 2022

[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.

https://www.africaintelligence.com/central-africa/2025/04/03/trump-administration-reluctant-to-strike-minerals-deal-with-kinshasa%2C110408094-eve?cxt=PUB&did=110249983

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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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View attachment 81290

Let's go, let's go!

Interesting comment about toning things down on X, hmm

 

[Retrobyte]

Yeah the delegation is there alright! The only problem is that they are staying at the Fleuve Hotel!!!
View attachment 81276 View attachment 81276

Looks like North Korea have arrived at the auction!

 

[Shire]

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 )

There is a room full of people. Something has to leak soon!

 

[Xerof]

There is a room full of people. Something has to leak soon!

Only Celistine's pants

 

[Skar]

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?

Greenland or Ukraine post war would be better.

Like others have said though, I can't see Nigel wanting to take on another project so I will probably pocket my royalties as they come but would want the company to return any cash back to shareholders over buying another project/maintaining large overheads. I have backed too many other failed explorers and need to absorb some losses. My point was whatever deal is structured, has to be fair and not made at a concession (i.e give up the north without being compensated for it, just to get an early deal). We missed the last bull run, we are now at the low point in the cycle, as we head towards 2030 and beyond, we will have another bull run in lithium, self driving cars with solid state batteries and ESS taking off. So keep pursuing legal avenues until a fair deal emerges.

 

[RHyNO]

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Wise words, no one is adding more to the deal because 20000 Australian feelings got hurt when those corrupt knob ends took something from what they see (and admittedly is) as very minor player (if a player at all) in the geopolitical landscape they scrape their $$$ from. I respect Nigel and the guts it took to believe he could get this to mine. But that ship sailed when lost control of ML. Not his fault and nothing he could have done. Whoever buys this knows, you either buy us out and get the court cases dropped and dig all the lithium you need. Or you try flaunt the law and get caught out by the courts and lose possibly more. So a buyout between 4 and 8 billion is completely reasonable, clears the way for mining and tax to the DRC criminals, supplies lithium to USA for 50 years. And whoever gets it at that gets a tidy profit. We get above ATH and everyone here on TSE can close out our relationships with a good face to face and or jelly wrestle.

X

 

[tonster66]

Dare I say

 

[Spikerama]

Let's go, let's go!

Interesting comment about toning things down on X, hmm

I think he's right about being civil in how we communicate and act on social media. It's been bugging me for a while now and I know I've said all this before but I'm going reiterate just one last time.

As we move into what is potentially the final stages of this long and drawn out battle, I respect that every one is tired and just wants a resolution and tempers may be getting a bit short but I think we need to keep in mind that these potential deals could all fall over at any second for any reason.

I've always maintained that name calling and swearing at our detractors and obvious sealioning is not a good idea and it doesn't achieve anything more than sticking to the facts and presenting them in interesting and creative ways. It just makes the perpetrator come across as a recalcitrant tosser. Sure, it may make one feel good to be constantly acting like a cunt towards someone you hate but it doesn't make the rest of us feel good. Especially when we are tarred, by association as "the shareholders".

The facts are the most powerful part of this story. Not constantly calling people "Dickhead" or "Asshole"

I don't know August V much. I've seen him around but he seems quite connected and in the know. And he always conducts himself in a civil manner and makes very strong points. If he's saying this now, at this stage, I'm willing to trust there's a reason.

 

[blu]

Trump Envoy Says US-Congo Mining and Security Deal Moving Ahead

https://www.bloomberg.com/news/articles/2025-04-03/trump-envoy-says-us-congo-mining-and-security-deal-moving-ahead

 

[Flight996]

Brendo726 posted this on the other place:

Finally the DRC may be taking international arbitrations seriously following the recent ICC ruling awarding AVZ Minerals 39 million euros in penalties against Cominiere for ignoring ICC interim orders. Driven by the need for security and capital investment, and the US delegation currently in Kinshasa, the DRC has to be seen doing something positive around procedures and the rule of law.

Cheers
F

 

[Frank]

Strategic Minerals in Exchange for Security: Kinshasa and Washington Agree on a Way Forward

Recently appointed Senior Advisor for Africa to the US President, Massad Boulosa has been in Kinshasa since Thursday, April 3, where he was received by President Félix Tshisekedi at the African Union City.

Their meeting focused primarily on the security situation in the east and the economic outlook between the US and the DRC, two countries that maintain strategic cooperation.

Regarding the DRC's proposal to the US for a strategic minerals in exchange for security, Massad Boulosa explained that a compromise was reached with President Tshisekedi on the way forward for developing this partnership.

"You've heard about a minerals agreement.

"We have reviewed the DRC's proposal, and I am pleased to announce that the President and I have agreed on a path forward for its development," said President Donald Trump's Africa Advisor.

He added: "I look forward to working with President Félix Tshisekedi and his team to build a deeper relationship that benefits the Congolese and American people, and to stimulate U.S. private sector investment in the DRC, particularly in the mining sector, with the shared goal of contributing to the prosperity of both our countries."

Regarding the war in eastern DRC, President Trump's senior Africa advisor stated that the U.S. remains committed to helping end the conflict.

"We seek a lasting peace that affirms the territorial integrity and sovereignty of the DRC, and lays the foundation for a thriving regional economy."

This relationship has great potential, and we appreciate the opportunity to discuss the way forward with our counterparts here in Kinshasa,” he concluded.

 

[LOCKY82]

Seems like DRC finally trying to get this sorted although wouldn't hold my breath!
All it took was some rebels trying to overthrow the government ffs