AVZ Discussion 2022

[TDITD]

Everyone's entitled to go off the deep end at some point, it's madness what we've been through, and given nothing from management, they deserve to cop it at the AGM for that.

Everyone seems super negative and bitter right now, but let me offer some of my optimistic thoughts.

Ownership claims are simply rubbish, and illegal. There's no way they somehow end up with some of the project.
I belive Zijin did bow out to the DRC, but they need the ICC to make a ruling against them, because they cant simply say "Yeah my bad, we acted deliberately with corruption, and we arent getting shareholders money back that we payed a deposit for."
They need the ruling against them, which is why they haven't cancelled proceedings at the ICC, otherwise we're saying that AVZ's lawyers are blatant lyers, or that Zijin blatantly lied to the DRC government (on video), and none of that makes sense.
So Ownership claims are in the bin I'm sure of it... oh and the MMC thing, they had 3 rulings against them in the court in Perth, in the DRC and the ICC.
All of that stuff is worrying for sure, but none of it is going anywhere and I'm sure most on here also know Cong has no merit to persue jack shit too.

I believe this case is so high profile that the risk of getting brown paper bagged up AVZ's asshole just isn't a reality now.

I must admit I don't have any bearing on the issue with CDL cutoff, I've been privetely told that it's sorted in our favor, but regardless... we still have a gigantic high grade deposit with or without it... but I think it's still ours anyway.

We have Nigel stating in the annual report that we will return to trading "soon", we have that other DRC liason guy Marius Mushagalusa Mihigo recently stating on twitter that the mining licence will be released soon, and momentum laywers commenting on that to "watch this space".

AVZ begin their roadshow in 9 days time.

Truely, why in the fuck would they do a victory lap around Australia with having had no progress, still in suspension, still no licence?
The AGM is right after the roadshow, so it's not like they needed a platform to inform shareholders of information as they have a stage for that the following week on the 15th of November!

It makes no sense at all to think they would organise a roadshow if it wasn't in fact a victory lap, and an opportunity to share the plan and vison moving forward.

Although recent rumors of birthdays didn't pan out, I think there is still something in it, whatever people were being told, it seemed to point to things being sorted very soon.

I say this with so much hope, I admit it, but I think we are coming out of suspension next week, with all the news to flow.

So fuck it, I'm gonna make the call that we are trading next week, ML and all the other goodies in hand.

Best of luck to all holders. xoxo

 

[ChrisU]

Dude..........i was just about to post a similar rant myself, but you beat me to it.

Love the intel, love the laughs, but after catching up on 12 pages worth , awarding countless likes, the MMC update was the final nail in the coffin.......I am fucking TIRED.


View attachment 19703

My brain is fried...........

View attachment 19704


And to add the cherry on top..........


DOW was up 748 pts on Friday night.........MACRO is going bullish.


View attachment 19707

Every AVZ shareholder is entitled to feel completely gutted and frustrated to fuck right now !!

I cant wait to fully vent come the AGM.


View attachment 19708

I’m not being a company shill saying this but, expect security to be hired. This is what happened with one BGS meeting when a management there were very unpopular.

 

[BEISHA]

While i am on the wacky tobaccy.........

a) hate the fucking french language

b) hate the fucking fact the DRC govt officials are plump whilst the common folk are starving to death...

c) hate the fucking China state govt.

d) hate the fucking fact the world desperately needs supply of lithium but the china state govt / DRC govt is holding the obvious solution up ( MANONO )

e) hate the fucking fact that AVZ management havnt abided by the golden rule of continuous disclosure

f) hate this fucking messy shit show in general.

@MoneyBags1348

Am i giving @TDITD a run for his money ?

 

[TDITD]

While i am on the wacky tobaccy.........

View attachment 19718

a) hate the fucking french language

b) hate the fucking fact the DRC govt officials are plump whilst the common folk are starving to death...

c) hate the fucking China state govt.

d) hate the fucking fact the world desperately needs supply of lithium but the china state govt / DRC govt is holding the obvious solution up ( MANONO )

e) hate the fucking fact that AVZ management havnt abided by the golden rule of continuous disclosure

f) hate this fucking messy shit show in general.

@MoneyBags1348

Am i giving @TDITD a run for his money ?

Out for lunch with some friends today, wife said in the conversation ‘well at least I know my husband won’t cheat on me’. I replied ‘shows how much you know I’ve been getting fucked by AVZ every single night for years now’
They laughed, she laughed, I laughed…..then died just a little more inside.

 

[BEISHA]

https://wwos.nine.com.au/cricket/t20-world-cup-2022-australia-smashed-by-new-zealand-in-opening-match-results-video-highlights/a71531da-9b69-4c82-8fd0-98bbf5a3bc4

Fucking hate New Zealand now too..........

 

[The Fox]

I’m not being a company shill saying this but, expect security to be hired. This is what happened with one BGS meeting when a management there were very unpopular.

I think that's enough, that’ll do pig....that’ll do, now bugger off.

 

[Spikerama]

While i am on the wacky tobaccy.........

View attachment 19718

a) hate the fucking french language

b) hate the fucking fact the DRC govt officials are plump whilst the common folk are starving to death...

c) hate the fucking China state govt.

d) hate the fucking fact the world desperately needs supply of lithium but the china state govt / DRC govt is holding the obvious solution up ( MANONO )

e) hate the fucking fact that AVZ management havnt abided by the golden rule of continuous disclosure

f) hate this fucking messy shit show in general.

@MoneyBags1348

Am i giving @TDITD a run for his money ?

g) I hate the fact you have some wacky baccky and I dont.

 

[ChrisU]

I think that's enough, that will do pig....fuck off.

View attachment 19724

I think that's enough, that will do pig....fuck off.

Opinions and research expressed are my own as an u

 

[wombat74]

Out for lunch with some friends today, wife said in the conversation ‘well at least I know my husband won’t cheat on me’. I replied ‘shows how much you know I’ve been getting fucked by AVZ every single night for years now’
They laughed, she laughed, I laughed…..then died just a little more inside.

 

[John25]

While i am on the wacky tobaccy.........

View attachment 19718

a) hate the fucking french language

b) hate the fucking fact the DRC govt officials are plump whilst the common folk are starving to death...

c) hate the fucking China state govt.

d) hate the fucking fact the world desperately needs supply of lithium but the china state govt / DRC govt is holding the obvious solution up ( MANONO )

e) hate the fucking fact that AVZ management havnt abided by the golden rule of continuous disclosure

f) hate this fucking messy shit show in general.

@MoneyBags1348

Am i giving @TDITD a run for his money ?

 

[ptlas]

 

[Winenut]

View attachment 19726

Gets a vote but too many correct and neat indentations

 

[John25]

Gets a vote but too many correct and neat indentations

Not Alcohol fuelled plus more +*%##^% needed …too polite as well …actually dont think BEISHA has it in him ,think hes missing @Flashpoint …oh those were the days my friend

 

[John25]

Looks like its the West only thread again …

 

[Der Geist]

and I'm sure the CCP is grateful for your support.

Give me the number........please

Contact Royal Viking for a game plan

 

[Der Geist]

. Yes they keep dragging it down looking for trolls.

============

With all of AVZ’s woes coming to a head in 2022 in a business environment that is inclined to what we call ‘corruption’, it is reassuring CATH engaged AVZ for the TIA and did not abandon. HuaYou also did not sell its shares. Nor Bin Guo’s Lithium plus to my knowledge. Zijin’s proxy did.

Of course many of us are wary of Chinese involvement including management. When I met Nigel in 2019 at the Sydney RIU conference, he was very keen to head ‘West’. Some of us may recall the Swiss engagement and German as well. Even the GHG report signalled a lot, not least company statements on strategic locations.

But the reality was and is the Chinese partners have a well oiled machine to succeed in DRC. We know that.

This brings me to the point of this post which is not so clear to western audiences.

“the Ningde era occupies the leading market and directly drives upstream lithium power materials and equipment enterprises closer to the Ningde era”

I want to draw your attention to lower case “the” in “the Ningde Era”. 宁德-时代, suggesting that this is CATL’s time, it’s dominion.

This is how the Chinese often use the word ‘Era’ 时代 ‘Shídài’. It is almost dynastic in connotation. In fact we probably have all intuited this fact but we just see it as marketing. But for the CCP and CATL, it really is the Shídài of CATL reflecting the Shidai of China in the world. It is a gigantic hiving entity that draws all the ‘nutrients’ supply chains in and around itself. When the domestic supply chain entities consider an IPO listing it is as a CATL supply chain entity.

Therefore for AVZ, CATH is a client of CATL. And, yes you guessed it, AVZ is an irritant regards to integration into it’s shidai.

Recall that CATL IPO listing commenced at a time the market was still heating up for lithium but in same month offical EV subsidy plans started to be leaked disconnecting lower range vehicles and lower energy density Li battery companies from the ‘boob’ hence a domino effect on supply and demand. (AVZ’s 37cps happened in January), but by June when CATL listed the market was in decline. (We know what Eckhof did signalling that, and despite we were (and are) waiting on BNB’s IPO plans to emerge + more.). Result is CATL worked to pick up cheap pickings including as you know Yibin looking to get a board seat on the cheap. 4.5cps was humiliating. Thanks to the Australian Government they didn’t get a board seat. If they did however, what would that do for the current politics on AVZ shoring up it’s mandate over Manono’s key real estate?

CATL probably doesn’t care. It is developing sodium batteries to take the heat out of the lithium battery market. By the time Manono is in production the prices could be lower. But they may still be higher than anything AVZ’s DFS imagined.

As we often rehearse in our mind when we think about jurisdiction risk, it is occasionally noted the Congolese know what depending on one external state does for its sovereignty. The ‘SHIDAI hiving Ningde’ needs careful resisting Perhaps AVZ finding another partner besides CATH wiii pave the way to make the Chinese more respectful?

The USA really needs to see its client states and partners as ‘Americans’ too. The US needs to embrace AVZ more as one of its own just as it does with the 5 eyes.

A little more on the direction I see, is that China has embarked on the “ideological man” phase, ‘Marxist-Leninism’, with Xi Jingping its emblem of sanctity and authority to-be-on/par with Mao Zedong.

L

So you’re suggesting CATL has the power to manipulate market conditions in its favour?

 

[Der Geist]

View attachment 19666

Second q was a French diplomatic newsletter.source

What’s missing from MMCS claims is a chronology which shows when they first made an administrative appeal. My research back in March 2017, revealed that under the mining code admin appeals can happen without a limit and so executive discretion is required to allow repeats or not. MMCS never showed this stage nor appeal result justification.

There’s also nothing on what they were doing just about ownership rights and Nigel said they weren’t doing anything besides exploiting some artisanals. It was as simple as that.
A State can take back control if it has strategic interests to do so. Congolese appeared rough about it and that’s the sticking point.

Obviously a lot more respect for AVZ from Congolese.

 

[Longunvest]

Create an example against corruption and illegal business practices of the Chinese in #DRC #RDC! European politicians use your influence to support $AVZ a company your European Battery Alliance! #EBA250 #EUBatteryAliance #EUCommission
@fatshi13

 

[JasonM]

catching up on the thread this morning and its like wow everyone needs to chill a bit, saturday night bender or what it ain that great at the moment but it aint that bad either.

 

[Doc]

catching up on the thread this morning and its like wow everyone needs to chill a bit, saturday night bender or what it ain that great at the moment but it aint that bad either.

Going off recent history I actually thought it was a tame Saturday night. I’m a bit disappointed.
Maybe Winenut has me desensitized to a good rant