AVZ Discussion 2022

[tolate]

YES THIS ICSID case is """""WHAT a MEDIATION""""""

CONDUCT OF THE MEDIATION Rule 17 Role and Duties of the Mediator
(1) The mediator shall assist the parties in reaching a mutually acceptable resolution of all or part of the issues in dispute. The mediator has no authority to impose a resolution of the dispute on the parties.
(2) The mediator shall conduct the mediation in good faith and in an expeditious and cost-effective manner.
(3) The mediator shall treat the parties equally and provide each party with a reasonable opportunity to participate in the mediation.
(4) The mediator may meet and communicate with the parties jointly or separately. Such communication may be in person or in writing and by any appropriate means. Information received by the mediator from one party shall not be disclosed to the other party without authorization from the disclosing party

Rule 21 Mediation Procedure
(1) The mediator shall conduct the mediation in accordance with the Protocol and shall consider the views of the parties and the issues being mediated.
(2) The mediator may request that the parties provide additional information or written statements.
(3) The mediator may obtain expert advice with the agreement of the parties.

(4) """"""The mediator may make oral or written recommendations for the resolution"""""" of any issues being mediated, if requested by all parties.

 

[tolate]

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.

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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 ?...

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

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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 ?

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You know the drill.

I thought CONG still owns 15% ...???
That 20 mill has disappeared out of the AVZ LAWYERS ESCROW ACCOUNT..???
So one would think it was never paid to CONG, so he owns that %...!
In May 2021, Cong wrote to AVZ purporting to cancel the sale of Dathomir’s 15 per cent stake in Dathcom, citing the need for a valuation. AVZ says a valuation was not a pre-condition of the 2019 and 2020 share sale agreements and proceeded to make the final US$20m payment to Dathomir in August 2021, ahead of the deadline.

In April 2020, AVZ tabled a DFS on the Manono project that showed a herculean $US1 billion (AU$1.54 billion) post-tax net present value (NPV). By 2021 the project was starting to gain international notoriety with a number of parties looking to get in on the action.
AVZ says Cong then got a bad case of seller’s remorse, given he had previously signed binding agreements to sell 15 per cent of the project to AVZ for US$21 million at a total project valuation of US$140 million (AU$213.5 million).

 

[DiscoDanNZ]

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........

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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?

 

[Dazmac66]

In relation to the last sentence above see below.

Check out the hashtag - never really use acronyms but truly LMAO!

 

[Mute22]

View attachment 76076
In relation to the last sentence above see below.
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Check out the hashtag - never really use acronyms but truly LMAO!

LMAO. He's literally rolling out the red carpet for corruption.

 

[Lucas Don Velor]

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 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

 

[PhatCatz]

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.

 

[PutUsernameHere]

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.

 

[Pokok]

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

 

[DiscoDanNZ]

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]

LMAO. He's literally rolling out the red carpet for corruption.

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Seriously Celestin fell out of a clowns arse at birth

 

[BEISHA]

This you?
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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....

 

[BEISHA]

Nigel specifically mentioned it being a factor at the AGM

Did you go to the AGM ?

What did Nigel specify ?

 

[Hodlandwin69]

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

 

[BEISHA]

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

Well, i dodnt recall that, but maybe @EarleofBarrow , or @Scoota30 who were with me at the AGM can.

 

[j.l]

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.

 

[tolate]

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..!

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

 

[BEISHA]

Yes i have noticed the same issue even in his company ANN ,and is a concern to me as a AVZ S H..!

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]

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

 

[BEISHA]

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?

Coming to perth for another visit hey ?

Yes mate, i am in.

look forward to it

PM me