Hodlandwin69
Regular
Luckily it was some rebels and not us!
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Lets not get too excited just yet, Trump hates Albo, and everyone else involved has to this date tried to totally shaft us, literally everyone involved I would not be the least bit surprised if America and DRC are looking for any way possible to get around us, hence the "oh my bad can you help us MR.ICC bs" that seems to be coming from the DRC now, and the fact that Trump and Co. have zero regard for the UN or the other ICC(International Criminal Court) and instead are aiding Netanyahoo who has been charged with war crimes and genocide makes me know for certain that all these crooks will twist absolutely anything for a few bucks and their crooked agenda's
Tim will tell, show us the money you pack of frauds
Tim will tell, show us the money you pack of frauds
Skar
Regular
Except that they have already said AVZ needs to be compensated and that they want to encourage US PRIVATE investment... US is not China where the state comes in and takes ownership, communist style. The US want the minerals true but they want private citizens to fund it all (and to reap the rewards of doing that).
If there is any sense of impropriety, why would private investment start flowing in? Thats the bedrock of the minerals for security deal, too soon for whale pics to start flowing until we know specifics and what assurances etc will take shape but it will be an exciting two months.
Frank
Top 20
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We are talking about a country that killed 1 million people based on fabricated lies of weapons of mass destruction in Iraq along with stealing their gold, oil etc(and that's just one of the many many countries America and her allies has raped and pillaged in the last 100 years, whilst right now sending billions of American tax payers money to help what the ICC calls a genocide in Palestine where the Israelis just yesterday killed 14 aid workers and buried them in a mass grave in an attempt to hide it, Isreal being a country who literally fought for the legal right to rape Palestinians, it cant get worse than that) so lets not play the holier than thou card here, us in the west have massive blood on our hands via our ridiculously corrupt leaders. The only difference is we are more sophisticated in our approach and our bought and paid for mainstream media are more cunning and professional at hiding the fraud and lies of our government
In relation to "AVZ needs to be compensated" rest assured they are only saying that if they feel their back is against the wall, and that compensation will be as low as they hope to get away with, but for us and the board we know our value and we obviously want to stick to our guns and stick to a circa US$7b-10b+ figure based on all the facts, so let's just hope we win this one over the corrupt snakes who would ideally like to steal from us from every direction
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Frank
Top 20
Mining consolidation to speed up as Chinese demand growth slows
Joint ventures and asset sales are expected to accelerate in the mining industry, which is ripe for consolidation due to the slowdown in manufacturing and demand growth for industrial metals, particularly in top consumer China.
However, full-scale mergers and acquisitions activity among diversified miners could be hampered for now by prohibitive high costs and significant chances of eventual rejection, investors said ahead of a global gathering of the copper industry for the CESCO event in Santiago, Chile next week.
Reluctance to engage at a company level is seen in LSEG data showing M&A in mining sector fell 27% in value terms to $15 billion in the first quarter compared to the same 2024 period.
Since the start of 2024, BHP’s shares have slumped 26% and Rio Tinto has dropped 23%, while Glencore’s shares have collapsed 42%.
Companies such as BHP and Rio Tinto have robust balance sheets and are delivering handsome returns to shareholders, but they are approaching a period of stalled earnings growth.
With no other country able to pick up the slack left by China and trade wars triggered by US President Donald Trump’s import tariffs, miners are thinking more about creating value and strength through scale.
“We are seeing more discussions about partnering, joint ventures and asset sales,” said George Cheveley, portfolio manager at Investment Manager Ninety One.
Australia-listed BHP also recently formed a joint venture – Vicuña – with Lundin Mining.
Vicuña now owns the Filo copper project in Argentina and the Josemaria project in Chile.
Struggling with declining ore grades BHP is planning to invest $10.8 billion over a period of 10 years in Chile starting with the Escondida operation.
Instead of investing for growth, some have typically opted to boost shareholder returns with dividends and share buybacks.
“Our analysis suggests that valuation multiples are not responding to higher payout ratios and buybacks are no longer delivering strong returns making the pivot to growth more appealing,” said James Whiteside, head of corporate for metals and mining at Wood Mackenzie.
“Diversified companies seeking relevance through big payouts aren’t being rewarded, but the read across from copper miners is, investing in production growth pays.”
Historical precedents
“Historically, merger discussions often occur either at the very top of the cycle, because mining companies have a lot of money, or at the very bottom of the cycle, because there’s a need to find ways to create value,” said Christel Bories, chairman of French mining group Eramet.The ball started rolling in April 2023 when London-listed Glencore’s attempt to buy Teck Resources for $23 billion was rejected.
Glencore instead bought Teck’s metallurgical coal portfolio for $7 billion.
But it was when the world’s biggest miner BHP went hostile with a $49 billion bid for Anglo American, the mining world understood a restructuring of the industry was on the horizon.
“It’s important in the mining world for BHP to kick off the M&A cycle because it makes it easier for other CEOs to sell the idea to their boards,” said Liberum analyst Tom Price.
What has made selling the idea of M&A to company boards easier this time are forecasts of rocketing copper demand partly due to power grid replacement and upgrades and e-mobility which includes electric vehicles, scooters and bikes.
mining.com
www.xtrafrica.com
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Frank
Top 20
Skar
Regular
How you see the US or the west is how I see EVERY global leader. My view on war is its all about (poor to regular) people fighting other people to decide where to pay their taxes. Thats why even when nations go to war, commerce still continues through ideologically opposed viewpoints (iphones are made in China and Europe clamours to buy gas/oil from Russia) and even now billionaires stand to lose a lot of money with the new US tariffs but the impact to average joes like you or me probably won't be all that felt (but the news will sensationalise it all like its the apocalypse or the end of world order).
The full potential of Manono is MASSIVE on the lithium market, the full potential of transnational African minerals is many many magnitudes more for the US and thats why I have hope of a good outcome for us.
Stockinvesting
Regular
My thoughts (FWIW)....
ML around 10/4...... then on sell
ML around 10/4...... then on sell
Hopefully that's the case... Cause the figures banded around whilst nice, isn't too exciting
Skar
Regular
Sure they can tell Zijin that too then before the ICC/ICSD does.
LEFOOL
Regular
That's bloody promising tbh but i'm more impressed with Massad's perfect French... old school Lebanese aye, his French is better than old mate Felix haha
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