AVZ Discussion 2022

Mute22

Regular
Being a gay Nazi was my favourite part of being involved in AVZ! Has the BOD said we need to stop being gay nazis? I don’t know I can stay a part of this if I need to stop being a gay Nazi.
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Uglybob

Regular
Is this connected with the amount of Lithium mines in China temporary shut down?

Next question...
Why is China driving up the Lithium prices at this very moment?
Could it be to make it more difficult for Kobold to make an acceptable Dollar offer?

Don't forget China doesn't do anything by accident, there is always a reason behind it.
Just my thoughts for what they are worth.
I have wondered about the price increase. Are they cooking the books still, or are the rumours about who's in charge and how broke China is actually close to the mark. At least they are covering it up better than the Orange turnip and his problems.
 
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ozmacca

Regular
I’m getting on board with the not trusting Kobald as far as we could kick them train. Haven’t seen discussed on here yet, is there a chance that with their “technology” (ie resource AI scanning some shit) they’ll try and stitch us and determine pegmatite around the borders of our mining area and get license for there, and try and avoid paying us out? I.e instead of paying us $12bn they’ll dig deeper in a shitter area nearby that may ultimately prove more financially attractive given they don’t have to pay us?

Edit: happy to delete this , but trying to to see all angles of the pricks attack
 
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Roon

Regular
I’m getting on board with the not trusting Kobald as far as we could kick them train. Haven’t seen discussed on here yet, is there a chance that with their “technology” (ie resource AI scanning some shit) they’ll try and stitch us and determine pegmatite around the borders of our mining area and get license for there, and try and avoid paying us out? I.e instead of paying us $12bn they’ll dig deeper in a shitter area nearby that may ultimately prove more financially attractive given they don’t have to pay us?
I don't see that as a high likelihood. They've honed in Roche Dure and IMO are just doing what they can to ensure the DRC Government see them as the preferred/only partner, and by extension also playing hard-ball business to ensure that A) we accept a low-ball offer, and that B) all other potential suitors are boxed out of the game.

Unsurprising really, but it does seem to be working to an extent, given the DRC partnership framework.

We could try push back if it comes to that and they're not willing to level a reasonable offer, but I think it's almost certain that this will end with Kobold now. Its just a question of fair value, which we obviously have a different perspective on. I don't think after the non-binding agreement we made that they will come out and try to absolutely rat-fuck us in terms of going around us to get the licence without a payout, given the reputational and possibly legal implications after basically admitting its ours, they'll just try and rat-fuck us on price. Which is understandable, if not acceptable.

Im content to wait for the offer that is eventually informed by AVZ management to shareholders. After all this time, I dont believe NF will be bowing down, and if they suggest accepting a price then I'd bet thats about as good as we can get. It'll be a hell of a lot less than I think some expect, but I do believe that at least we will get some kind of a compensatory return, rather than waiting years-on-years for the legal/arbitration actions to reach a payout. Which may never end up being delivered anyway.

I think we just need to be patient a little longer and the pathway will become clear
 
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ozmacca

Regular
I don't see that as a high likelihood. They've honed in Roche Dure and IMO are just doing what they can to ensure the DRC Government see them as the preferred/only partner, and by extension also playing hard-ball business to ensure that A) we accept a low-ball offer, and that B) all other potential suitors are boxed out of the game.

Unsurprising really, but it does seem to be working to an extent, given the DRC partnership framework.

We could try push back if it comes to that and they're not willing to level a reasonable offer, but I think it's almost certain that this will end with Kobold now. Its just a question of fair value, which we obviously have a different perspective on. I don't think after the non-binding agreement we made that they will come out and try to absolutely rat-fuck us in terms of going around us to get the licence without a payout, given the reputational and possibly legal implications after basically admitting its ours, they'll just try and rat-fuck us on price. Which is understandable, if not acceptable.

Im content to wait for the offer that is eventually informed by AVZ management to shareholders. After all this time, I dont believe NF will be bowing down, and if they suggest accepting a price then I'd bet thats about as good as we can get. It'll be a hell of a lot less than I think some expect, but I do believe that at least we will get some kind of a compensatory return, rather than waiting years-on-years for the legal/arbitration actions to reach a payout. Which may never end up being delivered anyway.

I think we just need to be patient a little longer and the pathway will become clear
Mate give me ATH and I’ll fuck off in to the central coast sunset wearing 90s 3/4 length boardies to the Beachcomber shooting pistols double dumping a coupla red mitsubishis
 
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Roon

Regular
Mate give me ATH and I’ll fuck off in to the central coast sunset wearing 90s 3/4 length boardies to the Beachcomber shooting pistols double dumping a coupla red mitsubishis
Couldn't have said it better myself
 
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JNRB

Regular
I don't see that as a high likelihood. They've honed in Roche Dure and IMO are just doing what they can to ensure the DRC Government see them as the preferred/only partner, and by extension also playing hard-ball business to ensure that A) we accept a low-ball offer, and that B) all other potential suitors are boxed out of the game.

Unsurprising really, but it does seem to be working to an extent, given the DRC partnership framework.

We could try push back if it comes to that and they're not willing to level a reasonable offer, but I think it's almost certain that this will end with Kobold now. Its just a question of fair value, which we obviously have a different perspective on. I don't think after the non-binding agreement we made that they will come out and try to absolutely rat-fuck us in terms of going around us to get the licence without a payout, given the reputational and possibly legal implications after basically admitting its ours, they'll just try and rat-fuck us on price. Which is understandable, if not acceptable.

Im content to wait for the offer that is eventually informed by AVZ management to shareholders. After all this time, I dont believe NF will be bowing down, and if they suggest accepting a price then I'd bet thats about as good as we can get. It'll be a hell of a lot less than I think some expect, but I do believe that at least we will get some kind of a compensatory return, rather than waiting years-on-years for the legal/arbitration actions to reach a payout. Which may never end up being delivered anyway.

I think we just need to be patient a little longer and the pathway will become clear
Dont forget Koko are not just working against other bidders, theyre working against ICSID and our existing partnership with CATH.

Yes, I deliberately named them incorrectly. As long as they're trying to play hard-ball, they get a diminutive nickname.
 
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Bray

Regular
Mate give me ATH and I’ll fuck off in to the central coast sunset wearing 90s 3/4 length boardies to the Beachcomber shooting pistols double dumping a coupla red mitsubishis
Hahaha iconic memory, we had blue Mitsubishis though 😵‍💫
Kobold can’t fuck us otherwise we’ll be sending their shitty beef back to Texas
 
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Rediah

Regular
Bit late for Friday night humour, but here it is…


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tolate

Member
Gee sounds like AVZ has opened another CHAPTER...imo

AVZ slams Congo-KoBold deal over disputed lithium project​

AVZ argues the new KoBold agreement violates ICSID orders, undermining international legal proceedings and raising concerns about Congo’s respect for arbitration rulings.
 

hedrox

Regular
Another nice move on Friday in the lithium market....above 10 $ US a Kilo....love the trend 💯
Screenshot 2025-07-26 at 08.25.55.png
 
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hedrox

Regular
Tin chart last week......Ducks are lining up nicely..
Screenshot 2025-07-26 at 08.30.01.png
 
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obe wan

Regular
Gee sounds like AVZ has opened another CHAPTER...imo

AVZ slams Congo-KoBold deal over disputed lithium project​

AVZ argues the new KoBold agreement violates ICSID orders, undermining international legal proceedings and raising concerns about Congo’s respect for arbitration rulings.
You’re a typical low-IQ chinese cretin who’s dumb enough to think you’re cleverer than everyone else; you pair well with eastwood.

Old NF was right in sacking your useless ass ; he gave you a job out of pity & you know that.

I reckon he’ll have fun with at least one of you muppets after this shitshow is over
 
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Goat

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To be an optimist, the fair value depends on how secure the resource is. So the more assurances Kobold get from the US, the DRC, and perhaps other parties, then the fair value only goes up.

But on the other hand, yes they're probably also trying to fuck us
 
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Flight996

Regular

Such lovely spoken words. I almost teared-up.

However, I wonder how many days until the usual DRC grubs revert to type and resurrect their corrupt rent-seeking behavior, or attempt siphoning off KoBold's funds for themselves. It's a matter when, rather than if.

Those useless kleptocrats can't help themselves. They will continue to game the system for personal benefit at every opportunity. You can't un-spot a leopard.
 
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Resources is spelled ressources in French. 🤷
 
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Remark

Top 20
Gee sounds like AVZ has opened another CHAPTER...imo

AVZ slams Congo-KoBold deal over disputed lithium project​

AVZ argues the new KoBold agreement violates ICSID orders, undermining international legal proceedings and raising concerns about Congo’s respect for arbitration rulings.
Fuck off Leonard
 
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