AVZ Discussion 2022

[Papst]

If I recall correctly, Musk once directly reacted towards a request regarding AVZ on X or so, a couple of years ago. I believe, he said that Manono would be developed by another party already. (by AVZ and CATH at these days)

Despite his lowballing of Lithium supply, he of course should definitely be interested in Manono. Meanwhile, he is lurking around all of Trumps deals. Makes me wonder why he is not (in)directly involved in the DRC security deal, but Gates and Bezos instead. Or is he lurking in the background behind the scene?

If Musk would actually dare to mine lithium, at least HE could be in need of Kobold for their limited expertise. Musk also crashed a date night of Beezos and Trump December last year. They might have even discussed the Manono topic? And they might just send this low key wanna be explorer in front to lowball any offers?

 

[muks]

what disrespect given to Nigel and the board who have fought tooth and nail for this company. I can tell you right now Nigel has been given absolute hell from detractors and 'allegedly' some dodgy snack money might have been flaunted which has NEVER or EVER will be a consideration.

Trump isn't the sole reason. Far from it.

You're right, I should have worded my statement differently for the dumb cunts that are so literal. No disrespect to Nigel and the board intended. The point I'm trying to make is that without the Trump administration and KoBold as potential suitors, despite the legal victories thus far, there was very little, to no evidence, that we were going to see a financial resolution in the near term.

Now, there is a very real opportunity to wrap this saga up.

What is disrespectful is shitting on a potential deal, and the potential party to that deal, that Nigel and the board have worked incredibly hard to materialise, without even knowing the details. Whatever deal comes out, if Nigel and the board recommend it or accept it. You cunts better STFU and accept it too. End of story.

Countless shareholders have been hounding him to get us out of this mess. He trying to do just that. Now all of a sudden the same shareholders have changed their tune and now demanding that they only want out their terms. Ridiculous.

 

[Hudnut]

... alternate access ...

So to speak when you go back in 2024 you'll find this comment by a buddy of Trump that stated "Reacting to reports of rising lithium prices, Tesla CEO Elon Musk said the company could mine and refine lithium directly at scale. He explained that in reality there is no shortage of this element, since it is present almost everywhere on Earth".

Pretty easy.

"Almost everywhere on Earth".

Yeah, but not in one big, easily refinable, easily minable lump at surface.

He's welcome to go exploring and using low yield leaching dams if he wants to. Personally I'd prefer to scoop shovels of hard rock off the surface and shove it into a high battery grade yielding plant.

Elon says stupid stuff a lot of the time.

 

[Carlos Danger]

Sorry, but the only reason why AVZ is alive and kicking is due to our BOD!!

Without their hardwork and perserverance in obtaining Locke funding which forced Caths hand to provide better terms, then we would all be completely fucked.

The only reason we needed funding is because the bod burned $70m in just two years while the company was suspended including paying themselves $1.5m a year

Incompetent financial management leading to a desperate deal doesn’t make them heroes imo

 

[Carlos Danger]

Whatever deal comes out, if Nigel and the board recommend it or accept it. You cunts better STFU and accept it too. End of story.

No lol

That’s not the way company’s work

Not that we will get a vote as the requirement is a listing rule and not in AVZ’s constitution and we aren’t listed anymore

 

[Tinrattler]

I perfectly understand the large amount of people who dont like Trump, that's cool and all, but as the man says...
STFU!!! Trump is our Daddy now, it looks like he has fucking saved our collective livelyhoods! So what in the fucking fuck of fucks are you talking about with your anti Trump bullshit?

Footnote: Posted from a usually left leaning progressive person.

FUCK THE MAD KING WITH A BBRDONGA

 

[Retrobyte]

Looks like a bit of morning drinking going on today

 

[Mute22]

Wasn't Jens just giving his thoughts on what price we should be prepared to accept a few days ago?

Respect is earned not demanded Jens.

Not sure why he is willing to die this hill. Espousing the ICSID is a toothless tiger and we should be grateful get a fraction of value, essentially stolen by proxy.

 

[Skar]

Ill say it again, Fuck Trump, just because his agenda aligns with my investment does not mean I have to agree with him on anything or sing his praises. Did I mention fuck Trump? yeah fuck him and his war mongering neo-cons, and yep fuck Biden the senile child sniffer, and fuck Harris the batshit drunk bitch, fuck em all, they're all corrupt degenerate puppets to you know who. Wheres that list from his jewish mate Epstein btw? yerrrp, fuck these hypocrite clowns

The problem with Trump is people are programmed to hate him without knowing why or because of misinformation, which makes him very polarising. I think Trump is a bully, boisterous and quite arrogant\flamboyant but he is the most effective leader of the 21st century and I cannot argue against his results or the commonsense policy he has put in (Doge is a brilliant way to dismantle deepstate - take away their funding, Tarriffs worked, he has just killed it with the Saudis and may yet bring peace to the middle east AGAIN, also he is very very antiwar).

PS: The list was released by DOJ in February.

Edit: Also https://www.afr.com/world/north-ame...nvestment-pledge-on-gulf-tour-20250514-p5lyyk

Trump and the Saudi crown prince signed an agreement covering energy, defence, mining and other areas.

 

[Skar]

Wasn't Jens just giving his thoughts on what price we should be prepared to accept a few days ago?

View attachment 84475

Respect is earned not demanded Jens.

View attachment 84476

Not sure why he is willing to die this hill. Espousing the ICSID is a toothless tiger and we should be grateful get a fraction of value, essentially stolen by proxy.

I don't think price conversations help any but I really can't see them hurting any either. Not like a deal of this size will be disrupted by a few extremely minor shareholders. Management has asked us not to attack/insult anyone though which probably can hurt us a great deal - if the idea is to project unity and align all parties but we have discord across social media.

 

[Pokok]

Looks like a bit of morning drinking going on today

Vodka anybody

 

[Uglybob]

I think Trump has been a very useful idiot in this whole scenario. He's far from the shrewd negotiator which he claims himself to be. In fact it's well documented he'd be significantly richer if he'd put his daddy's money in bluechip stocks rather than building his empire. His complete lack of understanding of foreign economics has put the US in a quite desperate situation and that's where he's accidently come to our aid.

Zijin have never had reason to pay a fair price because the AVZ sale was an auction with only one bidder. They knew they could sit and wait it out without offering anything and they had all the time in the world. Now the US have come to the table, we have at least two interested parties. Now it's an actual event.

Hopefully Trumps desperation and negotiating skills will leads towards an acceptable outcome for holders, as long as they stroke his ego enough to keep his narcissistic side at bay.

 

[LOCKY82]

I don't think price conversations help any but I really can't see them hurting any either. Not like a deal of this size will be disrupted by a few extremely minor shareholders. Management has asked us not to attack/insult anyone though which probably can hurt us a great deal - if the idea is to project unity and align all parties but we have discord across social media.

I can't see people talking about price respectfully being an issue, and of course Kobold won't be deciding their offer based on random people's online price discussions. I'm sure everyone has a true price in their heads they would be happy with.
I don't think it's helpful or respectful these people online who are apparently "in the know" barking at people online to not speak about prices. We have been through the ringer and put our financial future on the line. Surely someone with 4 followers on x saying he would like $12 usd is not going to affect any outcome in anyway.

 

[Flight996]

No lol

That’s not the way company’s work

Not that we will get a vote as the requirement is a listing rule and not in AVZ’s constitution and we aren’t listed anymore

Hi Carlos

This issue of shareholder approval for selling the company's primary asset is interesting.

Noting that AVZ Minerals is no longer ASX listed, shareholder approval to sell PR13359 may/may not be required depending on what is written in the company's constitution. Unfortunately, the company's constitution is not a public document, and we shareholders have no automatic right to view it.

However, since AVZ was previously listed on the ASX where Listing Rule 11.2 governs the sale of a company's main assets...maybe that clause remains in the constitution. I don't know.

Cheers
F

 

[Xerof]

Hi Carlos

This issue of shareholder approval for selling the company's primary asset is interesting.

Noting that AVZ Minerals is no longer ASX listed, shareholder approval to sell PR13359 may/may not be required depending on what is written in the company's constitution. Unfortunately, the company's constitution is not a public document, and we shareholders have no automatic right to view it.

However, since AVZ was previously listed on the ASX where Listing Rule 11.2 governs the sale of a company's main assets...maybe that clause remains in the constitution. I don't know.

Cheers
F

Don't have time to look through it but....

https://static1.squarespace.com/sta...5968149853/AVZ+Constitution+November+2019.pdf

 

[Spikerama]

Nice to see affirmation of Seventeen. DRCs reputation will be in the latrine.

 

[Frank]

Sorry, but the only reason why AVZ is alive and kicking is due to our BOD!!

Without their hardwork and perserverance in obtaining Locke funding which forced Caths hand to provide better terms, then we would all be completely fucked.

Post Cath funding, the irony is that its been the ruthless , corrupt rebel forces intrusions in the DRC that has prompted the equally corrupt FT to put his tail between his legs , cap in hand and beg the US for protection in lieu of a critical mineral deal.

Music to Trumps ears , situations fell right in his lap and AVZs for that matter too, game changer.

Trump / Kobold is just a mere opportunist benefactor ..........nothing more.

imo

*Speaking of CATH,

https://x.com/Amovatio/status/1922646437185130765

*I'm Curious to see what CATH do about Kobold / US coming to our rescue at the 11th Hr.

China / Cath want / need Lithium, LOTS and LOTS of Lithium

Not to mention what do they plan to do with the $6B

The Timing is Very interesting indeed

Let the Games begin

Talk about

 

[Doc]

*Speaking of CATH,

View attachment 84487

https://x.com/Amovatio/status/1922646437185130765

*I'm Curious to see what CATH do about Kobold coming to our rescue at the 11th Hr.

Not to mention what they plan to do with the $6B

The Timing is Very interesting indeed

Talk about

View attachment 84489

 

[webclever]

Ever since Kobold got involved with AVZ, Cominière has gone completely AWOL. Hopefully, we’re close to finally drying the ink on this saga, and everyone walks away with a fair value offer. Personally, I’d love to see Celestin and his crew do some jail time too — that would be the icing on the cake.

 

[BEISHA]

*Speaking of CATH,

View attachment 84487

https://x.com/Amovatio/status/1922646437185130765

*I'm Curious to see what CATH do about Kobold coming to our rescue at the 11th Hr.

Not to mention what they plan to do with the $6B

The Timing is Very interesting indeed

Talk about

View attachment 84489

HMMMMMM.........indeed.

But one question, where is the other 6b going to come from ?