AVZ Discussion 2022

BEISHA

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Well fark me , now @whales has piquet my interest with the Amovatio post, so i went to the dark side to check out the responses there.....after sifting thru 80% of toilet shit, i came across another good post from a poster who is completely wasted on that site........

1736957291107.png


Scarpa = Legend
 
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cruiser51

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I believe

No disrespect Whales, but most of the posters who came to TSE either wanted to get away from that shit hole HC for their mental sanity and / or were permanently banned........so not many are really going to re vist the place, hence why nobody has picked up what Amovatio had posted.

That being said ,i am glad you shared the post here cause in my opinion, he / she is spot on the money.

I believe this restructured agreement with Cath / AVZ will be the only ticket in town regards to developing Manono, I really dont believe Zijin will be part of the equation..........period.

View attachment 76056

Very powerful statement above !


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The key take aways within this second statement for me.......

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Enticing !

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of course !

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Read that statement over and over again.........third party consents including PROC , fascinating, what could that mean i wonder ?...:unsure:

Chinese Govt approval ?........nudge nudge wink wink, pull your head in Zijin and tow the party line maybe ? Cong fuck off

View attachment 76066

Prohibited parties...........you mean Zijin / dathomir / Cominiere ?


Yeah, i think this restructure proposal is genius , it benefits the DRC in so many ways if they had a brain, a way forward to fulfill the battery hub dream just in time for the next lithium boom, a chance to avoid embarrassing arbitration decision that will only go one way , be extremely costly and damaging geo politically plus finally it would provide jobs for the locals and boost the coffers exponentially.......all in one nice restructured package CATH / AVZ

Yes, as i mentioned before AVZ hold all the cards and are in control ( as it should be )

Finally, i mentioned this before and wont mention it again........arbitration fees have been paid, there is no foot off the throttle!

How do i know ?

View attachment 76068


You know the drill.
I thought John the winking Greek has less hair than this winker.
 
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BEISHA

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1736957478543.png


I reckon ole mate @cruiser51 is on the money too.

Fuck Zijin and fuck Cominiere more !
 
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BEISHA

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I reckon Beisha is on the money too, Fuck Zijin!
Looks like the WA boys are still up and about ......;)
 
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JNRB

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Zijin will launch arbitration against the DRC government if they are excluded and they would win the case

You mean two wrongs make a right do you ?

Zijin / DRC arbitration would be the biggest clown show on earth.

The chinese like to save face.

And i am sure the relationship would suffer immeasurably to the point Zijin current and future operations in the DRC could suffer some large setbacks as a result.

Worth it ?

I think not.
Yes. This. 100%.
Nothing to add. Everyone just read that.
I don't know why people think Zijin taking Cominiere to court is a risk that seriously factors into the equation.
 
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- the president now has a problem: either AVZ litigates or Zijin does (implication here seemed to be 'negotiate')
- AVZ's remaining portion of the subdivided 13359 holds 95% of the DFS value with a life of 50-100years
- MoM must now come to the table and talk
Zijin will launch arbitration against the DRC government if they are excluded and they would win the case

You mean two wrongs make a right do you ?

Zijin / DRC arbitration would be the biggest clown show on earth.

The chinese like to save face.

And i am sure the relationship would suffer immeasurably to the point Zijin current and future operations in the DRC could suffer some large setbacks as a result.

Worth it ?

I think not.
Yes. This. 100%.
Nothing to add. Everyone just read that.
I don't know why people think Zijin taking Cominiere to court is a risk that seriously factors into the equation.
Nigel specifically mentioned it being a factor at the AGM
 
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DiscoDanNZ

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Well fark me , now @whales has piquet my interest with the Amovatio post, so i went to the dark side to check out the responses there.....after sifting thru 80% of toilet shit, i came across another good post from a poster who is completely wasted on that site........

View attachment 76069

Scarpa = Legend

That is a great post, 5th paragraph I found interesting. So the theory is that AVZ will just be a conduit for the Chinese to control Manono? Does Nigel have a 4 step plan in place?

AVZ sign deal with CATH
CATH does all the work
AVZ collects paychecks
AVZ Profit

On my phone so couldn't make it a fancy flowchart like @Winenut.

P.S. @BEISHA beer in Freo on Friday the 21st of Feb?
 
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Dazmac66

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1000008010.png

In relation to the last sentence above see below.
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Check out the hashtag - never really use acronyms but truly LMAO!
 
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Mute22

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Some quality posts @BEISHA

The new JV is an amazing opportunity for us... AVZ (Aussies) mine the product, China gets to process the product (also DRC with a hydroxide/carbonate plant) and the US transports the product (Lobito)... the above is a simplified vision of the potential future, as I'm sure there's many more moving parts, however this is a true win-win-win, if it plays out this way!

 
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PhatCatz

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That is a great post, 5th paragraph I found interesting. So the theory is that AVZ will just be a conduit for the Chinese to control Manono? Does Nigel have a 4 step plan in place?

AVZ sign deal with CATH
CATH does all the work
AVZ collects paychecks
AVZ Profit

On my phone so couldn't make it a fancy flowchart like @Winenut.

P.S. @BEISHA beer in Freo on Friday the 21st of Feb?
Whilst the deal can be taken with some skepticism, I think this is the route China is now trying ot take. Good cop v bad cop. CATH v Zijin. I also agree with Scarpa and most of his thoughts in that post quoted above regarding the US (and possibly future EU sanctions on companies that are military linked (esp. chinese)). I think having CATH as the 'good cop' with AVZ to control Manono allows China to 1. save face, 2. thy legally get this settled up and have essentially 'control' of the deposit, and 3. CATH (AFAIK) are a fairly 'clean' company (for Chinese standards) and thus product from Manano can readily flood the global markets and feed into the hands of what the Chinese want. Suppress, suppress and suppress via cheap goods to curb off non-chinese competition and investment.

What is currently public and in writing does seem like a good win-win deal but let's see how this plays out. Always a surprise or two when it comes to the Chinese. Not even considering the ineptness of the DRC officials who make shit up on the spot. LEt's clean these guys out via the courts and get this back on track.
 
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Try and track down the broker that the elderly lady would have used

No-one of that era did anything in shares without a broker

I'll post some more tips

Absolutely been through it
I've had some clients with share portfolios where everything was still only listed on paper. Was near impossible to find a cost base 😅

@Pokok it's a little dodge, but assuming he* knows her HIN, last name and postcode you could potentially try for a single company login with those companies registries. I don't believe you can do anything other than vote or glean information by doing so, but that's potentially the quickest way to simply find out if they exist.
 
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Pokok

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ATO / her accountant is another idea

They might have a record of a recent tax return listing at least some of the holdings if she was claiming franking credit refunds on them
Thanks Carlos I have sent him all the info you and wino sent me I will let you know the result , he said thanks to this community
 
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DiscoDanNZ

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I've had some clients with share portfolios where everything was still only listed on paper. Was near impossible to find a cost base 😅

@Pokok it's a little dodge, but assuming he* knows her HIN, last name and postcode you could potentially try for a single company login with those companies registries. I don't believe you can do anything other than vote or glean information by doing so, but that's potentially the quickest way to simply find out if they exist.

If you get caught just say you have a connection to AVZ and the DRC, laws no longer apply.
 
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Winenut

GO AVZ!!!!
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BEISHA

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BEISHA

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Did you go to the AGM ?

What did Nigel specify ?
I attended, exact phrase I can't recall, but I agree with what that poster said.
Something along the lines of DRC has cucked itself, whereby they've dug themselves in deep shit where if they drop the case and go with AVZ, zijin will then litigate them. And something along the lines of perhaps a deal will need to be done. Unsure if he mentioned the north being involved in that or not
 
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