AVZ Discussion 2022

[Frank]

https://x.com/TesongoVictor/status/1902256449465573590

https://x.com/brendo726/status/1902292892556906998

https://x.com/chasebundara/status/1902301509037248876

 

[pow4ade]

For those that are interested re ABC 7.30 report on now is a report relating to the DRC covering M23 and its dramatic grab for rich resources!!!!
Without a doubt werth a watch.

Yeah saw that M23 report, and noted the closing comment: DRCs critical minerals once seen as a blessing are turning into a curse.

So it was encouraging to hear that FT just had a surprise meeting with Kagame, despite their previous bad blood.

"The heads of state reaffirmed the commitment of all parties to an immediate and unconditional ceasefire" as agreed at an African summit last month, the statement said.

This meeting occurred within days of Felix meeting Trump's special advisor in Kinshasa. Things are definitely cooking.

https://www.theaustralian.com.au/ne...r/news-story/bf18fbde8a9f12d7530b9ffb54e01229

 

[Shire]

Listen to 24 sec mark. Unsure how to embed a video sorry and without X premium I can’t down the video so use link.

https://x.com/dbeledu/status/1902267206777409826?s=46

Spoiler alert: Fox speaking with Tshishekedi on minerals deal with Trump admin Tuesday

 

[RHyNO]

It’s such a win for trump to get this mine back to us. Embarrass Turnbull on his own agenda, embarrass Albo on his inherited agenda. Get his buddy musk all the lithium he needs. 21000 Australian investors love him. Cath loves him. Opens DRC to USA mining puts China back in box!! Art of the deal indeed. He pulls this off Trump is the davinci.

 

[hedrox]

RDC : condamnation Cominière dans l'affaire AVZ sur le Lithium de Manono, Jean-Pierre Okenda parle d'une suite logique du dossier - Surveillance.cd

La décision de la Chambre de Commerce International , CCI en sigle, de condamner la Société publique congolaise Cominière (donc l'État Congolais), à verser 39,1 millions d'euros à la Société australienne AVZ est, du point de vue analytique, "assez logique", pour n'avoir pas obtempéré aux...

surveillance.cd

 

[Dazmac66]

Doesn't CATH have 100% offtake agreement? Musk just happy to keep buying batteries from cath! Win -win for AVZ!

 

[Frank]

https://x.com/xanthusholdings/status/1902352040321306950

 

[Frank]

https://x.com/BenJovi81374403/status/1902516438658957501

 

[ptlas]

Doesn't CATH have 100% offtake agreement? Musk just happy to keep buying batteries from cath! Win -win for AVZ!

I was under the impression that AVZ could still pay $20m to bail from the deal. If so, it will be small change when we reach the business end.
But what do I know ? - my head is spinning with all of this shit atm.
Happy to be corrected.

 

[pow4ade]

Yeah saw that M23 report, and noted the closing comment: DRCs critical minerals once seen as a blessing are turning into a curse.

So it was encouraging to hear that FT just had a surprise meeting with Kagame, despite their previous bad blood.

"The heads of state reaffirmed the commitment of all parties to an immediate and unconditional ceasefire" as agreed at an African summit last month, the statement said.

This meeting occurred within days of Felix meeting Trump's special advisor in Kinshasa. Things are definitely cooking.

https://www.theaustralian.com.au/ne...r/news-story/bf18fbde8a9f12d7530b9ffb54e01229

Worth noting that this report in the Aussie has somewhat changed since last night, though not noted as updated. And no journalist attribution suggests a rewrite of a press release.

The overall positive tone has been modified to reflect a more cautious response to the talks, as it pertains to Rwanda's viewpoint.

One passage which was deleted altogether reported the talks were not publicly disclosed until after Felix has flown out of Doha lol.

Also I don't recall the additional detail relating to Qatar. FWIW.

 

[wombat74]

I was under the impression that AVZ could still pay $20m to bail from the deal. If so, it will be small change when we reach the business end.
But what do I know ? - my head is spinning with all of this shit atm.
Happy to be corrected.

Does AVZ need a ML if it's to off load Roche Dure to the US ? If not I'm guessing the Cath deal is void .

Conditions precedent to the transaction completion (with Cath). Completion is subject to satisfaction or waiver of certain conditions precedent, including: - the Mining Licence being granted to Dathcom.

 

[hedrox]

 

[Frank]

https://x.com/BehizyTweets/status/1902496416943239464

https://x.com/jehovahcar500/status/1902547032335917079

 

[oxxa23]

hey guys, just looking for some direction.... where the hell did we see or get proof of resource capital (aka carrot dick) increasing their shareholding after the unsolicited offers? I assumed it was annual report for 2024, but, wasn't in there... was there another top 20 floating around or something? perhaps i recall seeing it go up and then getting taken down....

actually just need it to help out with someone valuing their shares in avz for smsf audit purposes... they want to value them right down for beneficial purposes...

 

[Xerof]

@oxxa23

Only one I have seen is on AVZ website - top 20, as at 30 September 2024. Do you think they got more later?

 

[Dave Evans]

hey guys, just looking for some direction.... where the hell did we see or get proof of resource capital (aka carrot dick) increasing their shareholding after the unsolicited offers? I assumed it was annual report for 2024, but, wasn't in there... was there another top 20 floating around or something? perhaps i recall seeing it go up and then getting taken down....

actually just need it to help out with someone valuing their shares in avz for smsf audit purposes... they want to value them right down for beneficial purposes...

Under Resource Capital Investments mate

Top 20 Shareholders — AVZ Minerals Limited

avzminerals.com.au

https://static1.squarespace.com/static/5934d2ae6b8f5beeb5ba23f3/t/66fe4cec24c0e959b6ace031/1727941869357/202409+-+AVZ+Top+20+Shareholder+30+September+2024.pdf

 

[oxxa23]

Under Resource Capital Investments mate

View attachment 79736

Top 20 Shareholders — AVZ Minerals Limited

avzminerals.com.au

https://static1.squarespace.com/static/5934d2ae6b8f5beeb5ba23f3/t/66fe4cec24c0e959b6ace031/1727941869357/202409+-+AVZ+Top+20+Shareholder+30+September+2024.pdf

cheers dave... even had a look at your thread... much appreciated.

 

[PhatCatz]

didn’t Nigel say most of the unsolicited offers for AvZ shares were just amongst the MAGA and their masters just swap shares around? And that there weren’t actually huge number of “outsiders” selling shares to those scum?

 

[oxxa23]

@oxxa23

Only one I have seen is on AVZ website - top 20, as at 30 September 2024. Do you think they got more later?

i overlooked it on their website.... searched the annual rerport... missed the top 20... idiot...

cheers

 

[PhatCatz]

I was under the impression that AVZ could still pay $20m to bail from the deal. If so, it will be small change when we reach the business end.
But what do I know ? - my head is spinning with all of this shit atm.
Happy to be corrected.

I think this to me is at least an unknown that I have no real information on. I hope it’s as easy as a 20m “Break fee” to unravel the possible CATH partial ownership. It will have to happen before the ML is granted, but I feel the DRC will be pretty keen to not give a ML if we are to kick out CATH just to keep their Chinese masters happy but also probably in spite. Yea I know the media has reported that the USA want Chinese out completely but it’s hard for me to see how that will work. DRC will be best served to play the two superpowers off each other. Why I think China will be hard to remove from AVZ even with the supposed USA directions.