AVZ Discussion 2022

[Carlos Danger]

Anyone care to guess how much AVZ will be offered at auction, bearing in mind there are 3.5 billion shares on offer?

$6.2b USD

Cominiere are a 25% shareholder of Dathcom therefore are a party to the ICSID proceedings as a claimant

Specific Claims:
* USD 6.243 billion to compensate for the complete destruction of the value of the Manono Project.
* USD 2.081 billion to Dathcom for losses related to the same destruction.

6.243 + 2.081 = 8.324

6.243 / 8.324 = 75%

2.081 / 8.324 = 25%

Are the 10b bros ok?

 

[Frank]

https://x.com/DominicFurfaro/status/1912056874985464128

 

[Rechnerhand]

Just How Badly Does Donald Trump Want Access to Critical Minerals?

" ... Despite the clear difficulties, some U.S. firms are keen to do business with the D.R.C. Bloomberg News reported that KoBold Metals, a company that counts Bill Gates and Jeff Bezos among its investors, was planning a major offer to develop a giant lithium mine in the southern Congolese town of Manono. The deal would require some sort of compensation for the Australian company with a stake in the project (in a cautionary note, the government in Kinshasa effectively prevented that firm from operating, and later cut a separate deal with a Chinese company) and would rely on a planned extension of a railway corridor to the Atlantic coast of neighboring Angola, to ship lithium concentrates to the U.S. KoBold began exploring mining in Manono before last year’s election, but a deal between the Trump Administration and Tshisekedi’s government would give the firm more confidence to invest, a source close to the negotiations told me. ..."

 

[Frank]

Getting Cominiere out of your life is just about akin to trying to rid yourself of herpes or the pox

https://x.com/MinMinesRDC/status/1912136163248271638

 

[Stockinvesting]

Just How Badly Does Donald Trump Want Access to Critical Minerals?

" ... Despite the clear difficulties, some U.S. firms are keen to do business with the D.R.C. Bloomberg News reported that KoBold Metals, a company that counts Bill Gates and Jeff Bezos among its investors, was planning a major offer to develop a giant lithium mine in the southern Congolese town of Manono. The deal would require some sort of compensation for the Australian company with a stake in the project (in a cautionary note, the government in Kinshasa effectively prevented that firm from operating, and later cut a separate deal with a Chinese company) and would rely on a planned extension of a railway corridor to the Atlantic coast of neighboring Angola, to ship lithium concentrates to the U.S. KoBold began exploring mining in Manono before last year’s election, but a deal between the Trump Administration and Tshisekedi’s government would give the firm more confidence to invest, a source close to the negotiations told me. ..."

What's the source please?

 

[Winenut]

What's the source please?

https://www.newyorker.com/news/the-...donald-trump-want-access-to-critical-minerals

 

[Stockinvesting]

https://www.newyorker.com/news/the-...donald-trump-want-access-to-critical-minerals

View attachment 82473

Cheers. Thanks.

 

[Doc]

I’m worried about the lack of winks lately….

 

[Mute22]

I’m worried about the lack of winks lately….

Who really knows how long these behind-the-scenes discussions have been going on before the media started picking it up.

If things are only now starting to heat up, 46 days is barely any time to untangle this mess, strike a deal with the US, bring in new parties, and somehow get the DRC to sign off on a resolution that compensates shareholders. The DRC is clearly still trying to walk a tightrope between US and Chinese interests — and both sides are dug in, locked in this 'wolf warrior' standoff on every front, unwilling to budge. Meanwhile, we’re the ones stuck in the middle of this geopolitical tug-of-war.

I still believe no deal will be reached before the deadline. They'll likely drag it out until the very last minute, until the final verdict looms and only then will they come to the table.

Long story short, my gut says we’re still months away from a resolution. But damn, I’d be over the moon if it came sooner!

 

[Doc]

Who really knows how long these behind-the-scenes discussions have been going on before the media started picking it up.

If things are only now starting to heat up, 46 days is barely any time to untangle this mess, strike a deal with the US, bring in new parties, and somehow get the DRC to sign off on a resolution that compensates shareholders. The DRC is clearly still trying to walk a tightrope between US and Chinese interests — and both sides are dug in, locked in this 'wolf warrior' standoff on every front, unwilling to budge. Meanwhile, we’re the ones stuck in the middle of this geopolitical tug-of-war.

I still believe no deal will be reached before the deadline. They'll likely drag it out until the very last minute, until the final verdict looms and only then will they come to the table.

Long story short, my gut says we’re still months away from a resolution. But damn, I’d be over the moon if it came sooner!

Yeah I’d say the first catalyst has to happen before anything moves with AVZ and that’s the US signing a deal. Kobold or anyone for that matter will not drop billions without an iron clad guarantee that the mine will get up and running.They’d have seen the absolute shit show AVZ has been in for years. They’ll know more too when ICSID starts as that’s all made public ( wont be a good look for the DRC ). They’d also want the security of the US deal sorting any shit fuckery cominieire/zijin would still try.
More of a wait I reckon, Easter next year?

 

[Spikerama]

Who really knows how long these behind-the-scenes discussions have been going on before the media started picking it up.

If things are only now starting to heat up, 46 days is barely any time to untangle this mess, strike a deal with the US, bring in new parties, and somehow get the DRC to sign off on a resolution that compensates shareholders. The DRC is clearly still trying to walk a tightrope between US and Chinese interests — and both sides are dug in, locked in this 'wolf warrior' standoff on every front, unwilling to budge. Meanwhile, we’re the ones stuck in the middle of this geopolitical tug-of-war.

I still believe no deal will be reached before the deadline. They'll likely drag it out until the very last minute, until the final verdict looms and only then will they come to the table.

Long story short, my gut says we’re still months away from a resolution. But damn, I’d be over the moon if it came sooner!

Like I said last week or was it the week before.? I reckon we will still be talking about this at Christmas and well past page 3000.