AVZ Discussion 2022

[ChrisU]

I’m

I just can't believe the lack of media coverage this whole debacle has received around the world. The Rio saga in Serbia was worldwide front page headlines yet we are lucky to have a few small stories in the business section highlighting the fact that the Chinese have robbed us blind . The lack of mention in the DRC weekly ministers meeting is beyond my comprehension. Someone said Felix has bigger fish to fry at the moment - really, wtf! Of course we all have an overly inflated view on the situation but it is truly staggering that such a resource that will be significant in the energy transition has not attracted more attention. It's like a never ending fucking nightmare! I just hope there is a good explanation at the end of it all to restore my faith in logic and humanity.

By media coverage you mean Western media coverage.
They can’t cope with complexity.

However, there are some good western journalists covering Congo and they would be regularly re-drafting their take. I am sure they also cooperate with Global Witness. I suspect some are connected to NGOs that serve GOs.

The entry of PLL to Kinshasa tells you all you need to know the US senses urgency is required

 

[ChrisU]

Objectively untrue. Just as bad as saying everything is going great. Not necessarily happening the way we would like or on the terms we would prefer but it is realistic to continue to expect value on this investment in the future.

It is realistic to express +|- .

I can not see how AVZ can pay Cong out after affronting Mr Johnson’s good name plus everything else Cong has done. AVZ can not embolden the mafia’s reception

 

[ChrisU]

Details and evidence or conjecture and opinion?

Rumours are filtering. They could be good rumours. And we can surmise PLL turning suggests the US are using all extra-territorial levers they have. Just like they did to force KabIla out of last election

 

[ChrisU]

Jean-Félix Mupande Kafwa, the untouchable and irremovable would he have become the emperor owner of the mining cadastre?​

October 18, 2022
Kiki Kienge

By Kiki Kienge
"And Jean-Félix Mupande Kapwa remained in his position as CEO of CAMI."
Director General of the CAMI (Mining Cadastre) for 17 years (since my presidency of 1+4), he seems to be the emperor for life for this state institution.
Despite a presidential order from Joseph Kabila, Jean-Félix Mupande Kapwa remained in his position as DG of the mining cadastre with the blessing of the minister at the time, Martin Kabwelulu thus violating the presidential order.
Under the reign of Felix Tshisekedi, who advocates the rule of law, Minister Willy Kitobo had tried to implement the presidential decree suspending Jean-Félix Mupande Kapwa for "insubordination", but now the Prime Minister himself, Ilunga Ilunkamba came to the rescue of his brother, reminding me Minister of Mines Willy Kitobo to "order", not to say disorder. "And Jean-Félix Mupande remained in his position as CEO of CAMI."
"The work of control of the management of the mining cadastre carried out by my auditors indicated several dysfunctions in this service of the Ministry of Mines which find the origin in the centralization of power around the Director General who decides alone without consulting the guardianship and even his own collaborators (...)", we can read in the correspondence of Thursday, January 07 of Minister Kitobo.
Arrived the turn of the Warriors of Sama Lukonde Kyenge, the new Minister of Mines Antoinette N'samba Kalambayi wanted in turn to put order in the disorder that has been at the head of the mining cadastre for at least 3 years. This time again as if by miracle, Jean-Félix Mupande had another guardian angel named Sama Lukonde Kyenge who will protect him from the rigor of Antoinette N'samba Kalambayi. "And Jean-Félix Mupande remained in his position as CEO of CAMI."
Chantal Lembo Bashizi, who has since been appointed head of the mining cadastre, has never taken office, unlike the representatives appointed by the same presidential order. It is a series of Novellas of the postponement of the handover and resumption between Jean-Félix Mupande and Chantal Lembo Bashizi Lembo that follow and maintain to this day Jean-Félix Mupande at the helm of CAMI.

But here is that the rigorous Minister of Mines, Antoinette N'samba Kalambayi maintains her decision to deprive Jean-Félix Mupande the right to engage the Mining Cadastre, it would be according to many sources at the base of the blockade (refusal since linked to the Chinese Cong Mao Huai "SimonCong" who fights AVZ?) despite the OK of the Ministry of Mines, to obtain the operating permit to the Australians of the AVZ in order to start lithium production in Tanganyika province. Already millions of US dollars committed to this project by AVZ, each of delay makes lose even more millions to investors and the Congolese State.

Recall that the exploitation of lithium in Manono in Tanganyika will generate more than 500 direct jobs and 2000 to 5000 indirect, an unexpected boon for the population of this province which sinks more and more into total misery despite its mineral and natural resources.
And Jean-Félix Mupande Kapwa remained in his position as CEO of CAMI.

This is the strongest article yet.

Get rid of him, they will all be scared

 

[ptlas]

It is realistic to express +|- .

I can not see how AVZ can pay Cong out after affronting Mr Johnson’s good name plus everything else Cong has done. AVZ can not embolden the mafia’s reception

Agree.
Besides if we pay he/someone else will come back with more bs.
Govt. needs to sort this.

 

[cruiser51]

Gee.... I love being told what to do by sanctimonious tossers

This is not HC, there is no need to wait for the stubborn tosser to delete his account.

 

[Spikerama]

Did you give the bottle a nudge last night mate ?

I did Wombie. Just a little. Could you tell?

But in the cold light of day, even though I can see how I might have worded things better,
my sentiment is still the same. We have Felix on a world tour saying 'Come partner with us in the DRC,
we've changed. It's gonna be awesome!' While back on home soil, almost his entire ministry is selling
a different narrative. No they are stealing it. Stealing themselves a complete opposite story.

Either he is batshit blind or simply willing to lie on the world stage just for the sake of his own glory
and really fucking stupid for thinking he'll get away with it. Which puts him in the same basket as
the rest of them.

Then you have this Jean-Felix Mupande Kuntass,
A barrage of articles that keep saying the same thing over and over.

The untouchable. The immovable.

Well that pretty much well sums it up right there doesn't it?
Because he holds the keys to the little fucking box with the special ink and special pen
that we need to get his fucken' John Hancock onto the Mining Licence with.
Hear that sound? It's the sound of no keys jangling.

Cast your mind back to right when we got the Decree. How much progress have we made
on the next step that was to follow? After more than 6 months, in suspension I might add.
Fucking none. No closer if we are going off available evidence.

We got a crane on site rusting away. Great! We've got and ICC Tribunal that should've taken 3 days
just evaporate into thin air. Now we've got posters say just climb into bed with Simon Kong and
suck his dick a little and all will be alright. No. Don't. Just don't.

And don't even bother quoting Nigel from the Annual Report because he's been using that language.
That rhetoric since the day he stepped into that position. "Likely" "Forthcoming" "Close" "Imminent" and now
"Soon" ..... Yay!!!

Define "soon" It's just words. Words that sound good in a glossy 132 page annual report
but really have no actual purpose but to kick the can a bit further down the road while the
board continues to take home $20,000 to 30,000 every month.

So over 6 months, for one person that's nearly 200K
6 months and no closer to ML or coming out of suspension.

Give me a fucken' break.

 

[Onthefm]

W

I did Wombie. Just a little. Could you tell?

But in the cold light of day, even though I can see how I might have worded things better,
my sentiment is still the same. We have Felix on a world tour saying 'Come partner with us in the DRC,
we've changed. It's gonna be awesome!' While back on home soil, almost his entire ministry is selling
a different narrative. No they are stealing it. Stealing themselves a complete opposite story.

Either he is batshit blind or simply willing to lie on the world stage just for the sake of his own glory
and really fucking stupid for thinking he'll get away with it. Which puts him in the same basket as
the rest of them.

Then you have this Jean-Felix Mupande Kuntass,
A barrage of articles that keep saying the same thing over and over.

The untouchable. The immovable.

Well that pretty much well sums it up right there doesn't it?
Because he holds the keys to the little fucking box with the special ink and special pen
that we need to get his fucken' John Hancock onto the Mining Licence with.
Hear that sound? It's the sound of no keys jangling.

Cast your mind back to right when we got the Decree. How much progress have we made
on the next step that was to follow? After more than 6 months, in suspension I might add.
Fucking none. No closer if we are going off available evidence.

We got a crane on site rusting away. Great! We've got and ICC Tribunal that should've taken 3 days
just evaporate into thin air. Now we've got posters say just climb into bed with Simon Kong and
suck his dick a little and all will be alright. No. Don't. Just don't.

And don't even bother quoting Nigel from the Annual Report because he's been using that language.
That rhetoric since the day he stepped into that position. "Likely" "Forthcoming" "Close" "Imminent" and now
"Soon" ..... Yay!!!

Define "soon" It's just words. Words that sound good in a glossy 132 page annual report
but really have no actual purpose but to kick the can a bit further down the road while the
board continues to take home $20,000 to 30,000 every month.

So over 6 months, for one person that's nearly 200K
6 months and no closer to ML or coming out of suspension.

Give me a fucken' break.

Well that about sums it up. I couldn't agree more.

 

[The Fox]

I assume there will be name tags at the roadshows but since none of us know each other's names, maybe the tags could have our forum handles instead. Or, we wear one of these ....

I’ll probably need a few of those please.

 

[BEISHA]

…when will people learn to focus on the stock not posters?

Back to stock:
“I think it’s complex, where is the better Good?”

Where is the better Good? If it’s true AVZ notified ASIC of Congo Jungle conditions?

My view is also it is hard to defend management on every point in the rule book

Anyone seen the full length transport study appendices T1 T2 in AVZ DFS? First one to locate “Infraology’s two reports… T.1 and T.2” , and I’ll delete my TSE
account


“ Infraology’s two reports can be seen in Appendices T.1 and T.2 of the DFS report.”

https://minedocs.com/20/Manono-DFS-04212020.pdf

#Please delete your TSE account.

If you read the DFS, the transport options are listed in the reports appendix 2.

Wording in DFS referencing the reports.

View attachment 19286

In Appendix 2, page 9-10, Transport option 1 and 2 is listed? What more do you want?

View attachment 19287

The mentioned T.1 and T.2 simply means, Transport option 1, and Transport option 2 as selected by AVZ from the report and detailed in the appendix.

Clear as day really.

Cart before the horse dudes.............

Lots more important things to focus on atm, like %%% ML , CDL exploration permit, ICC arbitration, Dathomir court case, SEZ, BFS update, FID , construction.................ffs.

But even before that, upcoming Perth Roadshow , AGM and getting out of fucking suspension.

But even before that..........compiling questions for the sophisticated investors within this forum to ask BOD at Perth Roadshow, as i didnt get a invite ( small fry in comparison ) and cant attend in any case to due work committments.

Just sayin.

 

[Bonsoir]

I did Wombie. Just a little. Could you tell?

But in the cold light of day, even though I can see how I might have worded things better,
my sentiment is still the same. We have Felix on a world tour saying 'Come partner with us in the DRC,
we've changed. It's gonna be awesome!' While back on home soil, almost his entire ministry is selling
a different narrative. No they are stealing it. Stealing themselves a complete opposite story.

Either he is batshit blind or simply willing to lie on the world stage just for the sake of his own glory
and really fucking stupid for thinking he'll get away with it. Which puts him in the same basket as
the rest of them.

Then you have this Jean-Felix Mupande Kuntass,
A barrage of articles that keep saying the same thing over and over.

The untouchable. The immovable.

Well that pretty much well sums it up right there doesn't it?
Because he holds the keys to the little fucking box with the special ink and special pen
that we need to get his fucken' John Hancock onto the Mining Licence with.
Hear that sound? It's the sound of no keys jangling.

Cast your mind back to right when we got the Decree. How much progress have we made
on the next step that was to follow? After more than 6 months, in suspension I might add.
Fucking none. No closer if we are going off available evidence.

We got a crane on site rusting away. Great! We've got and ICC Tribunal that should've taken 3 days
just evaporate into thin air. Now we've got posters say just climb into bed with Simon Kong and
suck his dick a little and all will be alright. No. Don't. Just don't.

And don't even bother quoting Nigel from the Annual Report because he's been using that language.
That rhetoric since the day he stepped into that position. "Likely" "Forthcoming" "Close" "Imminent" and now
"Soon" ..... Yay!!!

Define "soon" It's just words. Words that sound good in a glossy 132 page annual report
but really have no actual purpose but to kick the can a bit further down the road while the
board continues to take home $20,000 to 30,000 every month.

So over 6 months, for one person that's nearly 200K
6 months and no closer to ML or coming out of suspension.

Give me a fucken' break.

Now tell us what you really think lol….Love it !!!

 

[Winenut]

I did Wombie. Just a little. Could you tell?

But in the cold light of day, even though I can see how I might have worded things better,
my sentiment is still the same. We have Felix on a world tour saying 'Come partner with us in the DRC,
we've changed. It's gonna be awesome!' While back on home soil, almost his entire ministry is selling
a different narrative. No they are stealing it. Stealing themselves a complete opposite story.

Either he is batshit blind or simply willing to lie on the world stage just for the sake of his own glory
and really fucking stupid for thinking he'll get away with it. Which puts him in the same basket as
the rest of them.

Then you have this Jean-Felix Mupande Kuntass,
A barrage of articles that keep saying the same thing over and over.

The untouchable. The immovable.

Well that pretty much well sums it up right there doesn't it?
Because he holds the keys to the little fucking box with the special ink and special pen
that we need to get his fucken' John Hancock onto the Mining Licence with.
Hear that sound? It's the sound of no keys jangling.

Cast your mind back to right when we got the Decree. How much progress have we made
on the next step that was to follow? After more than 6 months, in suspension I might add.
Fucking none. No closer if we are going off available evidence.

We got a crane on site rusting away. Great! We've got and ICC Tribunal that should've taken 3 days
just evaporate into thin air. Now we've got posters say just climb into bed with Simon Kong and
suck his dick a little and all will be alright. No. Don't. Just don't.

And don't even bother quoting Nigel from the Annual Report because he's been using that language.
That rhetoric since the day he stepped into that position. "Likely" "Forthcoming" "Close" "Imminent" and now
"Soon" ..... Yay!!!

Define "soon" It's just words. Words that sound good in a glossy 132 page annual report
but really have no actual purpose but to kick the can a bit further down the road while the
board continues to take home $20,000 to 30,000 every month.

So over 6 months, for one person that's nearly 200K
6 months and no closer to ML or coming out of suspension.

Give me a fucken' break.

Thank goodness someone has cracked the shits slightly more than me and included lots of colourful language

I pass the mantle

Also glad to see you here again

I got a bit worried when your original post disappeared!

 

[TheCount]

Just finished the first two hours of 121 Mining‘s new Youtube videos and am more excited about the current delays.

1. Everyone is talking ‘decades’.
- decades of product requirement increases from a very low consumption base.
- decades before any new technology could compete with LFP. Forget Hydrogen (see 3.)
- decades of low competition due to current need for more and more resource invites more contenders.
- decades of everyone selling everything they have - there is no spare product available.
2. Bypass China in the future eg: USA Nth Carolina.
3. Lithium will not be redundant even if new technologies are discovered.
- It is "the only" solution for mass transport.
4. Only buy ‘hard rock spodumene’ as brine is not even close at present. USA thinks they can use geothermal brine in 10-15 years.
5. Starting to talk about Africa, even a few mentions (both positive and negative) on the DRC..
6. RIO needs Lithium as their current opportunities decay.
7. Only the Republicans can get the job done in the USA - watch the Senate elections.
8. ‘cost to produce’ versus revenue right now to value stocks, but, valuations past 5 years are still impossible.
9. The Middle East is slowly waking up to non-oil sources of revenue.
10. OEMs’ need to go direct to secure product. eg Ford to LTR.
11. The ASX has something like 900 Junior miners - only 5 will ever make it to production... How many are as advanced as AVZ?

I’m happy to sit on the sideline and let this play out - it takes years to be an overnight success.

TC.

 

[John25]

Na ..Sorry Nut …no mantle passing …You & Bags are streets ahead in the *^%##*%# stakes

Thank goodness someone has cracked the shits slightly more than me and included lots of colourful language

I pass the mantle

Also glad to see you here again

I got a bit worried when your original post disappeared!

 

[Winenut]

Na ..Sorry Nut …no mantle passing …You & Bags are streets ahead in the *^%##*%# stakes
View attachment 19326

Just 'cause I said circle jerk once....

 

[Winenut]

Na ..Sorry Nut …no mantle passing …You & Bags are streets ahead in the *^%##*%# stakes
View attachment 19326

To be honest I thought Bags had the mantle anyway

 

[Flight996]

I did Wombie. Just a little. Could you tell?

But in the cold light of day, even though I can see how I might have worded things better,
my sentiment is still the same. We have Felix on a world tour saying 'Come partner with us in the DRC,
we've changed. It's gonna be awesome!' While back on home soil, almost his entire ministry is selling
a different narrative. No they are stealing it. Stealing themselves a complete opposite story.

Either he is batshit blind or simply willing to lie on the world stage just for the sake of his own glory
and really fucking stupid for thinking he'll get away with it. Which puts him in the same basket as
the rest of them.

Then you have this Jean-Felix Mupande Kuntass,
A barrage of articles that keep saying the same thing over and over.

The untouchable. The immovable.

Well that pretty much well sums it up right there doesn't it?
Because he holds the keys to the little fucking box with the special ink and special pen
that we need to get his fucken' John Hancock onto the Mining Licence with.
Hear that sound? It's the sound of no keys jangling.

Cast your mind back to right when we got the Decree. How much progress have we made
on the next step that was to follow? After more than 6 months, in suspension I might add.
Fucking none. No closer if we are going off available evidence.

We got a crane on site rusting away. Great! We've got and ICC Tribunal that should've taken 3 days
just evaporate into thin air. Now we've got posters say just climb into bed with Simon Kong and
suck his dick a little and all will be alright. No. Don't. Just don't.

And don't even bother quoting Nigel from the Annual Report because he's been using that language.
That rhetoric since the day he stepped into that position. "Likely" "Forthcoming" "Close" "Imminent" and now
"Soon" ..... Yay!!!

Define "soon" It's just words. Words that sound good in a glossy 132 page annual report
but really have no actual purpose but to kick the can a bit further down the road while the
board continues to take home $20,000 to 30,000 every month.

So over 6 months, for one person that's nearly 200K
6 months and no closer to ML or coming out of suspension.

Give me a fucken' break.

Hi Spikerama

We are all equally frustrated by lack of progress, and lack of credible information over the past two years.
The only thing I can add is to save some vitriol for the board because that's really where our criticism should be focused. The board sets the strategic direction for the company (including identifying and minimising risks), and provides NF with the budget and resources to get a mine built. The board also tells Nigel what to say in the annual report and ASX announcements.

I would like to see some new blood on the board. The current membership seems out of its depth.

Cheers
F

 

[wombat74]

I did Wombie. Just a little. Could you tell?

But in the cold light of day, even though I can see how I might have worded things better,
my sentiment is still the same. We have Felix on a world tour saying 'Come partner with us in the DRC,
we've changed. It's gonna be awesome!' While back on home soil, almost his entire ministry is selling
a different narrative. No they are stealing it. Stealing themselves a complete opposite story.

Either he is batshit blind or simply willing to lie on the world stage just for the sake of his own glory
and really fucking stupid for thinking he'll get away with it. Which puts him in the same basket as
the rest of them.

Then you have this Jean-Felix Mupande Kuntass,
A barrage of articles that keep saying the same thing over and over.

The untouchable. The immovable.

Well that pretty much well sums it up right there doesn't it?
Because he holds the keys to the little fucking box with the special ink and special pen
that we need to get his fucken' John Hancock onto the Mining Licence with.
Hear that sound? It's the sound of no keys jangling.

Cast your mind back to right when we got the Decree. How much progress have we made
on the next step that was to follow? After more than 6 months, in suspension I might add.
Fucking none. No closer if we are going off available evidence.

We got a crane on site rusting away. Great! We've got and ICC Tribunal that should've taken 3 days
just evaporate into thin air. Now we've got posters say just climb into bed with Simon Kong and
suck his dick a little and all will be alright. No. Don't. Just don't.

And don't even bother quoting Nigel from the Annual Report because he's been using that language.
That rhetoric since the day he stepped into that position. "Likely" "Forthcoming" "Close" "Imminent" and now
"Soon" ..... Yay!!!

Define "soon" It's just words. Words that sound good in a glossy 132 page annual report
but really have no actual purpose but to kick the can a bit further down the road while the
board continues to take home $20,000 to 30,000 every month.

So over 6 months, for one person that's nearly 200K
6 months and no closer to ML or coming out of suspension.

Give me a fucken' break.

Have you been giving the coffee a nudge ? Actually it's a fair enough analysis . Like you I have also had similar experiences with other stocks in the past and generally it does not end well . Generally the companies only last until every cent is spent and salaries can no longer be paid . Fortunately for the AVZ team we still have a bank full so of course they are not going tell us we are pushing shit up hill. For now I'm just giving Nigel and crew the benefit of the doubt until we learn more at the Road Show .We will know if we are screwed or not in the next few weeks . An optimistic outlook will not cut it . They need to tell us with 100% certainty we are going mining . If they cant do that then they can get f--ked and give me my money back . Until then my glass is half full .

 

[ChrisU]

I’ll probably need a few of those please.

This is ideal if management are seeking to map who is who.
I am sure company shills here and elsewhere are informing.

 

[Winenut]

Anyone?