AVZ Discussion 2022

[Xerof]

Good post by Winenut:

This was my thinking too Skar

I couldn't see why a valuation would be based on 75% of the old totality of PR13359 when it "appears" Zijin is going to get the north in the carve up and negotiations

Agreed too that Cominiere shouldn't have 25% of the south (and it appears Kobold have given them a big fuck you as part of the deal anyway)

I do however wonder about the 10% that had to be ceded to the DRC Govt and whether that might still be in play????

Not sure????

So are we looking at 90% of the south for the $ mark on a valuation????

Whatever it is I hope it ends up truly being "fair" compensation for AVZ and all shareholders

 

[Slipperysucker]

The best way to maintain the deleted posts is to reply to the affected posters on mass which in turn will still show the deleted content.

Solidarity!

Agreed

 

[Mouthpiecenomnom]

Imma need about tree-fiddy.

 

[whales]

I see it as between ISCID & ICC disputes we are seeking return of ownership over the whole lot, for the 75% + option to purchase the additional 10% that we should've had in the first place. $6.2B+ is for a buyout of the entire thing from Kobold. If they then want to cede the north, give 10% of the south to DRC, and whatever tf else they want to do, that's on them. But we're going through the courts to go back to where we should have been prior to suspension, before the tenement was illegally split.

We need to be paid and compensated for the whole thing, and that's what we should be seeking fair value for. Whoever takes over after that can do whatever tf they want, but "fair compensation" needs to be for the whole thing.

Kobold Metals plans to list on the NYSE
What value would that present with Mining from Manono at a scale of 10 MTPA.
Their return on investment T/O of AVZ would be Paid back very quickly.
IMO Bezos/ Gates do not having an issue with finding the funds for a fair valuation .
Maybe a royalty from Kobold Metals may be positive for shareholders but would rather be completely out of the DRC.

 

[Retrobyte]

Hello all, I took notes during the entire conferance and used good old reliable Grok to summarize what i wrote, enjoy!

KoBold Metals’ Plans (Jennifer Fendrick):
KoBold aims to quote- “enter the DRC in a big way,” leveraging her prior U.S. State Department experience with the DRC. She highlighted KoBold’s Zambia copper project (90% local staff) as a model for community investment and confirmed KoBold will send a team to DRC Mining Week, held in the DRC. Fendrick also noted a potential KoBold IPO in a few years, with shares issued to employees and a possible DRC listing.

The DRC has a stock exchange? I'm keen to find out if there's a local manufacturer of paper bags, and invest heavily in that company.

 

[LOCKY82]

The DRC has a stock exchange? I'm keen to find out if there's a local manufacturer of paper bags, and invest heavily in that company.

I might short their pineapple industry, looks like it might take a big hit in the coming months

 

[PhatCatz]

i thought the 6.2bn was loss of value in terms of damages/loss progress/revenues etc. not the actual deposit?

 

[Doc]

Kobold Metals plans to list on the NYSE
What value would that present with Mining from Manono at a scale of 10 MTPA.
Their return on investment T/O of AVZ would be Paid back very quickly.
IMO Bezos/ Gates do not having an issue with finding the funds for a fair valuation .
Maybe a royalty from Kobold Metals may be positive for shareholders but would rather be completely out of the DRC.

Bezos just sold 5B worth of stock didn’t he?
He cashed up to chip in for Manono

 

[ptlas]

Let’s be clear — USD $6.2 billion isn’t some aspirational number. It’s AVZ’s formal ICSID claim, backed by DLA Piper — one of the world’s top legal firms — and reflects the fair market value of AVZ’s 75% stake in one of the largest undeveloped lithium projects on the planet. That’s the floor, not the ceiling.

KoBold’s $3B valuation is irrelevant. If they want Roche Dure, they’ll need to raise or borrow. The project’s value isn’t limited by what’s in KoBold’s bank account. And with US strategic backing and security guarantees now in place, the old sovereign risk discount no longer applies — if anything, DLA’s valuation is conservative.

Let’s not forget — shareholders have had their capital locked up and the company delisted, all under the premise of protecting shareholder value. We’ve been told time and time again that AVZ expects to win at ICSID and ICC. For management to now turn around and accept a lowball offer would be a complete betrayal of everything we’ve been led to believe.

It’s also clear that those pushing for a quick, cheap exit are mostly early holders. But many retail investors came in later, off the back of AVZ’s own guidance and public assurances. They stand to lose the most if this is wrapped up below fair value — and they won’t just cop it quietly.

There are also serious tax implications to consider. Depending on how any payout is structured — whether it’s a dividend, a buyback, or a liquidation — late-in investors could lose even more if it denies them access to the CGT discount. If the structure isn’t handled correctly, the ATO will take a much bigger bite — and that alone could trigger legal action.

A deal at $6B+ brings this to a clean close — and even at that level, KoBold is walking away with the deal of the century. With the scale of the resource and the long-term upside, they’ll still make more money than God.

Let's be clear, $6.2 billion is not what AVZ values Manono at.

Let's also be clear that in the absence of any official numbers, FROM AVZ ONLY, everything else is BS designed to lower the price.

If KoBold, or anybody else, are serious players at a fair price, then they need to name that fair price.

 

[Xerof]

Bezos just sold 5B worth of stock didn’t he?
He cashed up to chip in for Manono

He filed with a 12 month window to get it done, but doesn’t mean he hasn’t done it already

 

[ptlas]

Bezos just sold 5B worth of stock didn’t he?
He cashed up to chip in for Manono

Chip in.
AKA paying his share, not the total price.

 

[LOCKY82]

Bezos just sold 5B worth of stock didn’t he?
He cashed up to chip in for Manono

https://www.cnbc.com/2025/05/02/jeff-bezos-discloses-plan-to-sell-up-to-4point8-billion-in-amazon-stock.html

Jeff Bezos, the founder of Amazon, has disclosed a plan to sell up to 25 million shares of Amazon stock, potentially worth around $4.8 billion. This plan, revealed in a regulatory filing, is scheduled to conclude by May 29, 2026. The move comes at a time when Amazon is navigating global trade dynamics and tariff concerns. Bezos's decision to sell shares is structured under a pre-arranged trading plan to avoid insider trading accusations.

 

[Xerof]

Bezos just sold 5B worth of stock didn’t he?
He cashed up to chip in for Manono

Gates is going to give away 140billion, where do we sign?

 

[ptlas]

i thought the 6.2bn was loss of value in terms of damages/loss progress/revenues etc. not the actual deposit?

That point has been made many times, by you, me and many others.
$6.2 bn is just part of Bezos pumping smoke out of his rs and mirrors.

 

[LOCKY82]

I'm sure they will finance a lot of what's needed, these guys never dish out their own money directly if they don't have to

 

[PhatCatz]

That point has been made many times, by you, me and many others.
$6.2 bn is just part of Bezos pumping smoke out of his rs and mirrors.

im not as active on these forums as others, but I just saw a few posts today/yesterday mentioning the Manono lithium and tin deposit valued at 6.2bn which wasn't my recollection! glad i wasn't misremembering things wrong!

 

[Carlos Danger]

That point has been made many times, by you, me and many others.
$6.2 bn is just part of Bezos pumping smoke out of his rs and mirrors.

im not as active on these forums as others, but I just saw a few posts today/yesterday mentioning the Manono lithium and tin deposit valued at 6.2bn which wasn't my recollection! glad i wasn't misremembering things wrong!

Completely wrong

The $6.2b USD is the amount named by AVZ in court documents for the destruction of value for its share of the Manono project

Has absolutely nothing to do with Bezos lmfao

 

[Winenut]

@Remark

The ongoing auto-deletion of my posts continues

Old mate is still at it

You can't see these anymore or click on the links although I can see them in my feed so from my end it sort of looks like things are okay......but they're not

There have been no notifications to me from admin that my posts have been moderated/deleted

Site is wildly compromised

DYOR

 

[ptlas]

Completely wrong

The $6.2b USD is the amount named by AVZ in court documents for the destruction of value for its share of the Manono project

Has absolutely nothing to do with Bezos lmfao

So the value of lithium, tin and tantalum was $6.2bn and is now reduced to zero???

 

[Winenut]

and.....

it's gone