AVZ Discussion 2022
- Thread starter GazDix
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Mute22
Regular
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Lucas Don Velor
Regular
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!
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!
The Lobito Corridor: Washington’s Answer to Belt and Road in Africa | Geopolitical Monitor
With the launch of the Lobito Corridor, Washington has made clear its intention to compete with China’s Belt and Road Initiative in Africa.
www.geopoliticalmonitor.com
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.
PutUsernameHere
Regular
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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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
DiscoDanNZ
Regular
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.
Winenut
GO AVZ!!!!
Seriously Celestin fell out of a clowns arse at birth
Yes , that is my notes, yes i did go to the AGM, but that is old news Carlos .....much like Locke was a means to a end to snare a whale....
Hodlandwin69
Regular
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
I attended the AGM, and my notes were cited above.
I'm the first to admit that I have a sh*t memory (as an aside, I'm fortunate to have my wife to remind me about things like 5th April 2022
, which by the way was a tongue in cheek post, not a sob story).Having said that, my recollection of Nigel's comments is more that he was ruminating (I've always wanted to use that word) on the topic, rather than explicitly stating the facts of the situation.
With the greatest respect, I think we know that Nigel from time to time likes to talk of what may be rather than what is.
As @Carlos Danger once wisely said, trust what's written in an announcement rather than what's said at an AGM.
Yes i have noticed the same issue even in his company ANN ,and is a concern to me as a AVZ S H..!I attended the AGM, and my notes were cited above.
I'm the first to admit that I have a sh*t memory (as an aside, I'm fortunate to have my wife to remind me about things like 5th April 2022
Having said that, my recollection of Nigel's comments is more that he was ruminating (I've always wanted to use that word) on the topic, rather than explicitly stating the facts of the situation.
With the greatest respect, I think we know that Nigel from time to time likes to talk of what may be rather than what is.
As @Carlos Danger once wisely said, trust what's written in an announcement rather than what's said at an AGM.
With the greatest respect, I think we know that Nigel from time to time likes to talk of what may be rather than what is...imo
Winenut
GO AVZ!!!!
Because there seems to be a bit of postivity around regarding the potential outcomes falling the way we would all prefer I have done up one more of my world famous forward looking corporate structure charts
I know Carlos was super keen for me to do at least one more
Anyway after a bit more of this
and a bit more of that
I've come up with this
Would love it if this paints the final picture so fingers crossed
I know Carlos was super keen for me to do at least one more
Anyway after a bit more of this
and a bit more of that
I've come up with this
Would love it if this paints the final picture so fingers crossed
Coming to perth for another visit hey ?
Yes mate, i am in.
look forward to it
PM me
Why doesnt dathomir have a CNTS next to its name ?Because there seems to be a bit of postivity around regarding the potential outcomes falling the way we would all prefer I have done up one more of my world famous forward looking corporate structure charts
I know Carlos was super keen for me to do at least one more
Anyway after a bit more of this
View attachment 76089
and a bit more of that
View attachment 76090
I've come up with this
Would love it if this paints the final picture so fingers crossed
View attachment 76094
Cmon, get it together.
DiscoDanNZ
Regular
Yeah managed to squeeze a day at Freo into a 40th weekend in Boddington. Will do.
Too many CNTS gets confusing
Xerof
Flaming 1967
@Winenut
IMO, the 75% will be it. The DRC will hold the other 25%
You have the fucktards correctly positioned, but you could add in a flush toilet, so that eventually, them, SMEGMA and shitstain can slip quietly off the bottom of the chart
speaking of shitstains, @BEISHA could you delete your post with his post in it please. The smell is intolerable
IMO, the 75% will be it. The DRC will hold the other 25%
You have the fucktards correctly positioned, but you could add in a flush toilet, so that eventually, them, SMEGMA and shitstain can slip quietly off the bottom of the chart
speaking of shitstains, @BEISHA could you delete your post with his post in it please. The smell is intolerable
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