AVZ Discussion 2022

[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.

View attachment 76081
View attachment 76082

Seriously Celestin fell out of a clowns arse at birth

 

[BEISHA]

This you?
View attachment 76071

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

 

[BEISHA]

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

Why doesnt dathomir have a CNTS next to its name ?

Cmon, get it together.

 

[DiscoDanNZ]

Coming to perth for another visit hey ?

Yes mate, i am in.

look forward to it

PM me

Yeah managed to squeeze a day at Freo into a 40th weekend in Boddington. Will do.

Why doesnt dathomir have a CNTS next to its name ?

Cmon, get it together.

Too many CNTS gets confusing

 

[Xerof]

@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

 

[Winenut]

@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

Interesting on the DRC holding 25%

Will look into that and update on more concrete info

 

[Xerof]

Interesting on the DRC holding 25%

Will look into that and update on more concrete info

Yeah, only an opinion, but based on the announcement, where there's no mention of how any movement up or down from 75% in holding is to be catered for via the holding in GLH, I'm resigning myself to this already being a part of the negotiations