AVZ Discussion 2022

[wombat74]

Speculation/Theory

1. July 6. CMOC and Geca has long been rumoured to be part of the new JV and have expressed interest in Congolese lithium. CATL also present in these discussions.

View attachment 40684

2. Also July 6. African Battery Metals change the date of their upcoming conference. Moving a conference 3 months before an event is no mean feat. With hotels and flights booked from many attendees, they would need a significant reason to do so. Old venue unavailable? More capacity required? Core announcement concerning a battery hub? What better place to make the latter.

View attachment 40685

3. It is of note that AVZ were the lead sponsor at this event, announced Sept 26 2022 with the original dates announced alongside with it. This was the one of the first posts they made with respect to the 2023 event tying AVZ directly to the event. Did they have any discussions with AVZ as to why they would make a good fit as lead sponsor? Was it just money? Refer back to the article in 1, take note of the phrasing "ambitious battery project" and "Manono".

View attachment 40686

4. Recently the two companies were in the headlines. Gecamines claiming CMOC owed them $7.6 billion USD.
A $1.5 Billion Hoard of Copper and Cobalt Is Piling Up in Congo - BNN Bloomberg
At the heart of the issue is state miner Gecamines’ claim that CMOC has been lying about its mineral reserves and owes the company $7.6 billion in royalties and interest.

5. July 19. CMOC and Gecamines came to an agreement, $7.6 billion USD to $0.8 billion USD reduction from the initial Gecamines claim. Quite the discount.
UPDATE 3-China's CMOC agrees to pay $800 million to end row with Congo's Gecamines | Reuters
“CMOC will further consolidate partnerships with Gecamines and expand co-operation in the new energy and other sectors,” it said. The firm is “committed to economic development and people’s welfare in Congo and making a greater contribution to co-operation between China and Congo,” it said.

6. Why would Gecamines give such a discount? Do they have any direct interest in the upstream battery sector? See the below article from June 27 2023. The quote is of note.
DR Congo sounds alarm about cobalt prospects | Financial Times (ft.com)
The new head of Gécamines, the Democratic Republic of Congo’s state mining company, said the country had missed the opportunity to leverage its dominance in the cobalt market and attract investment off the back of the metal vital for batteries in electric cars and electronics.

7. Furthermore, the CMOC and CATL relationship extends further than the meeting above.
China's CATL to take near 25% stake in CMOC | Reuters

8. Could the $6.6 billion USD saving that CMOC just made with Geca be used toward the purchase of something else?
6.6 billion USD minus DRC Tax (28%) = 4.8 billion USD
USD to AUD = 7 billion AUD
Divided by 3.5 billion shares on issue = $2 AUD/Share

This would align with Nigel comments at roadshows in regard to takeover needing to be above $1.50 ($2 is still to low IMO) and would put any (frivolous or otherwise) class action suits to bed. Hope this absolutely speculative post is off interest to others. I have no inside information concerning any of the above topics.

Changes to the Battery Metal dates to Sept 2023 was announced last year . AVZ announced last month they were suing the DRC gov . So can we believe since the ICSID announcement 6 weeks ago AVZ are now in a better position?

 

[timb89]

Changes to the Battery Metal dates to Sept 2023 was announced last year . AVZ announced last month they were suing the DRC gov . So can we believe since the ICSID announcement 6 weeks ago AVZ are now in a better position?

Can you cite your sources in regard to Battery Metal date?

This was post on Facebook on April 26 2023. Showing the old date.

This was posted on July 6 2023. Showing the new date. No other posts of Facebook exist showing a change in between.

"Can we believe since the ICSID announcement 6 weeks ago AVZ are now in a better position?"

You're referring to the announcement on June 9th 2023 titled "Confirmation of Registration of the Request for ICSID Arbitration Proceedings against the Democratic Republic of Congo". My answer to your question, yes, I believe they are in a better now as of June 9th. The only way you could not believe that is if you presume DRC wanted to be sued. I don't know how much of a better position, but I believe its better.

 

[wombat74]

Can you cite your sources in regard to Battery Metal date?

This was post on Facebook on April 26 2023. Showing the old date.

View attachment 40691

This was posted on July 6 2023. Showing the new date. No other posts of Facebook exist showing a change in between.

View attachment 40692

"Can we believe since the ICSID announcement 6 weeks ago AVZ are now in a better position?"

You're referring to the announcement on June 9th 2023 titled "Confirmation of Registration of the Request for ICSID Arbitration Proceedings against the Democratic Republic of Congo". My answer to your question, yes, I believe they are in a better now as of June 9th. The only way you could not believe that is if you presume DRC wanted to be sued. I don't know how much of a better position, but I believe its better.

I was referring to this September 2022 tweet by Africa Battery Metals . Yes it's since been moved forward a week . Could be a few reasons (other than positive ) as to why AVZ are still listed . Like the organisers don't know what the f--k is going on . I'm not being negative . Just putting it out there for consideration . I'm enjoying the positivity ,but always maintain a healthy dose scepticism while remaining hopeful .

 

[timb89]

I was referring to this September 2022 tweet by Africa Battery Metals . Yes it's since been moved forward a week . Could be a few reasons (other than positive ) as to why AVZ are still listed . Like the organisers don't know what the f--k is going on . I'm not being negative . Just putting it out there for consideration . I'm enjoying the positivity ,but always maintain a healthy dose scepticism while remaining hopeful .
View attachment 40697

Just for clarity sake, I am only pointing out there is a relationship between the date change and the COMC/CATL. Whether its good or bad is completely up to interpretation.

 

[Pokok]

So really after the last couple of days of discussion we are no closer to really knowing what is going on , its all just speculation , so shall I hold off telling the boss to shove his job right up his ass

 

[Carlos Danger]

shall I hold off telling the boss to shove his job right up his ass

 

[wombat74]

On another positive note DEBOSS is liking Aug 7th. To be fair I threw in extra winks

DEBOSS
@DEBOSS7788
Really looking forward to 7 August 2023......... IYKYK













https://twitter.com/nomisb109

 

[Pokok]

On another positive note DEBOSS is liking Aug 7th. To be fair I threw in extra winks

DEBOSS
@DEBOSS7788
Really looking forward to 7 August 2023......... IYKYK













https://twitter.com/nomisb109

Too many winks and not 1 pineapple ,,, discussed

 

[Xerof]

On another positive note DEBOSS is liking Aug 7th. To be fair I threw in extra winks

DEBOSS
@DEBOSS7788
Really looking forward to 7 August 2023......... IYKYK













https://twitter.com/nomisb109

Presumably it’s his birthday?

 

[Carlos Danger]

On another positive note DEBOSS is liking Aug 7th. To be fair I threw in extra winks

DEBOSS
@DEBOSS7788
Really looking forward to 7 August 2023......... IYKYK













https://twitter.com/nomisb109

330 years and a weekend after champagne was invented. Coincidence?

 

[cruiser51]

On another positive note DEBOSS is liking Aug 7th. To be fair I threw in extra winks

DEBOSS
@DEBOSS7788
Really looking forward to 7 August 2023......... IYKYK













https://twitter.com/nomisb109

Aug 7th is Picnic Day in NT.

 

[Bray]

Dunno why he’s stoked on august 7th, some messed up shit happened over the years

Historical Events on August 7

Historical events for the 7th of August. See what famous, interesting and notable events happened throughout history on August 7.

www.onthisday.com

 

[wombat74]

Aug 7th is Picnic Day in NT.

I should have known it had something to do with food . DEBOSS spending his AVZ $$$$ millions eating his way around the country .

 

[Samus]

He's been proven full of shit time and again so far, as have all the whispers to date. Or at least the detractors have foiled anything positive from ever eventuating.

 

[9cardomaha]

ffs, deboss and all the other cunts with these predictions and whispers of something happening and nothing has. I thought something was happening in days, then july and now august! lots of positivity by those in the "know" but fuck all to show for it so far. sick of being treated like a fucking mushroom by management but understand it I suppose, although if this goes on much longer I'm sure my head will explode. one day something will be announced and one of these cunts will be able to claim their whisper was right.

btw I dont know, so 7th aug could be fucking anything. I think knowing how genuine shareholders must be feeling, dropping these fucking opaque/cryptic messages leaving avz sh's to hope in vain he's referring to something positive on avz is a really cunt thing to do.

Take a leaf from my book if your cock is detachable - rinse it under cold water, and take a nap.

You'll feel better, trust me

 

[Remark]

ffs, deboss and all the other cunts with these predictions and whispers of something happening and nothing has. I thought something was happening in days, then july and now august! lots of positivity by those in the "know" but fuck all to show for it so far. sick of being treated like a fucking mushroom by management but understand it I suppose, although if this goes on much longer I'm sure my head will explode. one day something will be announced and one of these cunts will be able to claim their whisper was right.

btw I dont know, so 7th aug could be fucking anything. I think knowing how genuine shareholders must be feeling, dropping these fucking opaque/cryptic messages leaving avz sh's to hope in vain he's referring to something positive on avz is a really cunt thing to do.

Psst! The announcement is coming out tomorrow.

Full disclosure - I'm just guessing but if it does I am legend

 

[Samus]

Psst! The announcement is coming out tomorrow.

Full disclosure - I'm just guessing but if it does I am legend


View attachment 40700

I'm saying Thursday!

 

[Mute22]

On another positive note DEBOSS is liking Aug 7th. To be fair I threw in extra winks

DEBOSS
@DEBOSS7788
Really looking forward to 7 August 2023......... IYKYK













https://twitter.com/nomisb109

With fellow shareholders spinning bullshit like these, who needs enemies?

 

[9cardomaha]

I'm saying Thursday!

That is very aoon.

 

[Samus]

That is very aoon.

Yes I'm not telling which Thursday.