AVZ Discussion 2022
- Thread starter GazDix
- Start date
Let me know if there's anything else you need me to test
For me I think it's key that Kobold had been looking at the core library back around October/November so this has been in the works for awhile, even before Trump. They don't have the cash themselves for a buyout so not sure what the arrangement will be or the JVs in place.
My guess is that it will be within range of the arbitration claims +-30%
Bustedplugga
Emerged
I might be wrong but I think kobold is privately owned?
Spikerama
Regular
Just use this one for now JAG. It works on Desktop. Still need to work on the story text but I'm fried. Spent two days & nights on this.
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
Correct. CATL knows Trump wants them out so nothing short of a killer bid can save them IMO.
Yet it might be even too late for that given the way the geopolitical dynamic has dramatically shifted with the arrival of Trump lol.
Xi is smarting after losing the Panama ports to Blackrock and the Taiwanese chipmaker to Arizona.
Now the prospect of losing a resource like Manono/RD in quick succession is a personal setback and comes on top of emerging reports he has lost command of the PLA.
As you say, your move Panda boy.
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Kobold is not here to fuk around.
They know CATH has their fingers in the pie already, and had $$ to back it.
Kobold isn't going to make a half-arsed attempt to take this over just to see how it goes. A few here have already suggested ICC claim amount as a minimum threshold and I think that's probably right. I would expect a bit more just to hammer home the certainty of it and preempt any attempts from CATH to step in.
But fk me, what a way to finish the week.
Fingers crossed we're entering the final chapter of this shit-show saga.
Stay strong folks and have a good weekend.
They know CATH has their fingers in the pie already, and had $$ to back it.
Kobold isn't going to make a half-arsed attempt to take this over just to see how it goes. A few here have already suggested ICC claim amount as a minimum threshold and I think that's probably right. I would expect a bit more just to hammer home the certainty of it and preempt any attempts from CATH to step in.
But fk me, what a way to finish the week.
Fingers crossed we're entering the final chapter of this shit-show saga.
Stay strong folks and have a good weekend.
What's worse than losing influence (essentially control) of Manono? Losing it for peanuts.Correct. CATL knows Trump wants them out so nothing short of a killer bid can save them IMO.
Yet it might be even too late for that given the way the geopolitical dynamic has dramatically shifted with the arrival of Trump lol.
Xi is smarting after losing the Panama ports to Blackrock and the Taiwanese chipmaker to Arizona. Now losing a resource like Manono/RD in quick succession is a setback coming on top of emerging reports he has lost command of the PLA.
As you say, your move Panda boy.
Even if too late, I suspect the Chinese will try to force the yanks to pay full price for the privilege that is Manono.
I fully expect a 'package almost too good to refuse' is in motion from the Chinese. Even to save face.
I saw a post earlier that they 'saved' AVZ. Fuck them, they were deep dicking the scum who allegedly tried overthrow the board. My opinion of them could be swayed if they do indeed make this a bidding war though.
While I’d love to see a bidding war between CATL and KOBOLD metals- can’t help but feel the crit minerals deal for security is contingent on the US receiving the rights to south manono. I don’t think even a fair bid by China would be acceptable in this multiple moving parts type deal. Almost feels like geopolitically it’ll have to be a US firm that takes over.Correct. CATL knows Trump wants them out so nothing short of a killer bid can save them IMO.
Yet it might be even too late for that given the way the geopolitical dynamic has dramatically shifted with the arrival of Trump lol.
Xi is smarting after losing the Panama ports to Blackrock and the Taiwanese chipmaker to Arizona.
Now the prospect of losing a resource like Manono/RD in quick succession is a personal setback and comes on top of emerging reports he has lost command of the PLA.
As you say, your move Panda boy.
I’m still optimistic we’ll get a fair price - the 6bn++ odd damages noted by nige should hopefully be the floor in all this!
Other thought's on pricing -
If they're letting Zijin keep the North, and this deal wraps up all the ongoing arbitration shit, AVZ isn't going to accept a deal where we walk away getting LESS out of it than Zijin.
Gonna try really hard not to post ramble but this is exciting news. Maybe time to log off and go do something else for a bit
If they're letting Zijin keep the North, and this deal wraps up all the ongoing arbitration shit, AVZ isn't going to accept a deal where we walk away getting LESS out of it than Zijin.
Gonna try really hard not to post ramble
but this is exciting news. Maybe time to log off and go do something else for a bitYou'll need to translate the page, but another article here.
www.bizportal.co.il
גייטס ובזוס נלחמים על הליתיום של קונגו
חברת KoBold Metals הנתמכת על ידי ביל גייטס וג'ף בזוס מציעה לפתח אחד ממקורות הליתיום העשירים בעולם, בניסיון לבלום את ההשפעה הסינית בקונגו ולפתור סכסוך רווי מתחים על הזיכיון
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