i dont mind a bidding war, just as long as uncle sam wins..........FUCK CHYNA !
AVZ Discussion 2022
- Thread starter GazDix
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Retrobyte
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KoBold said that to advance the plan AVZ would need to receive “appropriate compensation” and agree to transfer all its interests in Congo. Once all disputes are resolved, Zijin would keep the northern section of the deposit, and the US company would develop the southern portionMaybe an opportunity to get Bloomberg to look more closely at the AVZ Minerals Story and Cominiere’s Corruption
THE AVZ MINERALS STORY
Since 2017 in the DRC, AVZ Minerals has spent over $140 million on Acquiring Equipment for Infrastructure, Soil Sampling, Field Mapping, Consulting, Drilling, Metallurgical Testing, Completing a FEED Study, Environmental Study and Impact Assessment Reports including Groundwater Management, a 160...thestockexchange.com.au
Cominiere’s Corruption
Cominiere’s Corruption Investors, mining companies, battery maker’s and EV manufacturer’s around the world know the story of AVZ Minerals and how DRC state miner Cominiere seized the Manono lithium project from Dathcom and sold it to Chinese Zijin Mining Follow the links below to see 1. The...
I posted AVZ’s story to Bloomberg. Will let you know if they respond via email
View attachment 79915
That implies if ZIJIN pay appropriate compensation to AVZ as legally we own the North and South, then and only then once AVZ transfer all of its interests in Congo to Kobold ... can it allow and approve of Zijin keeping the North.
It is totally inappropriate to award Zijin the right to the North as compensation to develop only Roche Dure,
AVZ went into this dispute originally because DRC illegally carved up the tenement.
Spikerama
Regular
Ok I got this looking and functioning a bit better now and it works ok on Mobile too. I still need to work on the scrolling story (placeholders only on mobile) but at least we have this.
If anyone wants to PM me a screenshot of what it looks like on theirs please do I'd love to see in order to address any major issues. As it even changes for me on the various laptops and PC's I have around the house. Thanks.
ICSID Arbitration Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
If anyone wants to PM me a screenshot of what it looks like on theirs please do I'd love to see in order to address any major issues. As it even changes for me on the various laptops and PC's I have around the house. Thanks.
Here are my thoughts on the takeover offer by Kobold. As a long-term shareholder since December 2016, I've experienced the ups and downs alongside the company—riding the high to 36c, watching it drop to 4c, and then seeing it rise again to 1.36c. Throughout all these fluctuations, we’ve remained steadfast in our belief in the potential of renewable energy and its ability to help shape a better future for the world.
That said, I cannot accept anything less than $3.50 per share in this deal. I also question why Kobold would be willing to give away control of the north. To my understanding, the situation is still pending with both ICC and ICDIS. As far as I’m concerned, the north is not theirs to offer, as it hasn’t been fully settled yet. If Zijin intends to retain control over the north, they must pay a fair and equitable price for it—nothing less. The value of these assets should be fully recognised, and we, as shareholders, deserve fair compensation in exchange for giving up our stake.
We find ourselves in an incredibly strong position, with only 70 days remaining until the ICDIS. This is a critical point in time, especially given the strategic nature of the mineral resources we control. Given the high demand for such minerals, and the central role they will play in the future of renewable energy, it’s perplexing and concerning to see any move toward undervaluing these assets.
With the Democratic Republic of the Congo (DRC) positioning itself to attract more Western investment, it seems counterproductive—if not outright misguided—that we would be considering selling ourselves cheaply. The global shift toward renewable energy is accelerating, and the minerals we possess are crucial to this transformation. Why, then, would we let such a valuable resource sit idle or be handed away at a bargain price?
Nigel, as the decision-maker, is sitting with a winning hand of cards. Our position is strong, and our resource is of the highest quality. The strategic importance of this mineral to the future of renewable energy cannot be overstated. The world’s increasing demand for these minerals, combined with the DRC’s focus on attracting Western investors, puts us in a position of power. We have the leverage to negotiate a deal that reflects the true value of these assets.
If anything, we are where we are today precisely because of the exceptional quality of our resource, and it’s this value that should guide any discussions about its future. Selling ourselves short now would be a missed opportunity, one that could have far-reaching consequences for shareholders, for the company, and for the role we can play in driving the renewable energy revolution. We must stand firm and demand a fair price that reflects both the strategic importance of what we hold and the substantial value that is yet to be realised.
From what I’ve gathered, Kobold is moving quickly in response to recent news coverage from outlets like Australian Financial Review and Bloomberg. The buzz around our strategic position, combined with the potential for these minerals in the renewable energy sector, is clearly catching attention. Kobold’s urgency reflects the value of what we hold, but it’s important to remember that we should not be selling ourselves short in the process.
As I’ve said before, we shouldn’t accept anything less than $3.50 per share. This is not a time to settle for less, especially when our resource is so critical to the future of renewable energy. We are in a prime position, with major players like Kobold showing interest, and we must ensure that the price we accept reflects the true worth of our company and its assets. We’ve endured the highs and lows of the market, and now is the time for us to capitalise on the long-term potential of our investment. Anything less than $3.50 per share would be an undervaluation of what we have built and the opportunities that lie ahead.
It’s also important to recognise the emotional toll this journey has taken on many shareholders. Many of us have suffered significant mental and emotional strain, and even relationship challenges, due to the uncertainty and volatility of our investments. However, we have carried on because we truly believed that, in the end, there would be justice—that our patience and dedication would be rewarded.
If Zijin manages to acquire the north without paying a fair price for it, then it would be a clear violation of that sense of justice. It would send a message that shareholders, who have endured so much over the years, are not valued or respected. For those of us who have stuck with this company through thick and thin, this is not just about financial compensation—it’s about fairness. If we allow Zijin to take control of such a valuable asset without proper payment, it undermines the very principles of equity and fairness that we believed would guide this process. $3.5 and nothing less!
Anyone who believes we should accept the current offer or risk walking away with $0 is kidding themselves. The situation is far more complex, and there’s too much at stake. The DRC cannot afford to let this resource sit idle—it’s far too valuable. No reputable company would consider investing in this resource without the proper fines being paid and the outstanding issues with ICC and ICDIS being resolved first.
The DRC’s ability to attract Western investment hinges on addressing these concerns, and no serious player would move forward without that clarity and resolution. We are in a strong position, and it's crucial that we demand a fair price. The risks of accepting a lowball offer far outweigh any potential short-term gain, and we cannot afford to let this opportunity slip away for anything less than its true worth. This is the moment for us to secure a fair deal that reflects the strategic value of our holdings and the long-term potential they offer.
That said, I cannot accept anything less than $3.50 per share in this deal. I also question why Kobold would be willing to give away control of the north. To my understanding, the situation is still pending with both ICC and ICDIS. As far as I’m concerned, the north is not theirs to offer, as it hasn’t been fully settled yet. If Zijin intends to retain control over the north, they must pay a fair and equitable price for it—nothing less. The value of these assets should be fully recognised, and we, as shareholders, deserve fair compensation in exchange for giving up our stake.
We find ourselves in an incredibly strong position, with only 70 days remaining until the ICDIS. This is a critical point in time, especially given the strategic nature of the mineral resources we control. Given the high demand for such minerals, and the central role they will play in the future of renewable energy, it’s perplexing and concerning to see any move toward undervaluing these assets.
With the Democratic Republic of the Congo (DRC) positioning itself to attract more Western investment, it seems counterproductive—if not outright misguided—that we would be considering selling ourselves cheaply. The global shift toward renewable energy is accelerating, and the minerals we possess are crucial to this transformation. Why, then, would we let such a valuable resource sit idle or be handed away at a bargain price?
Nigel, as the decision-maker, is sitting with a winning hand of cards. Our position is strong, and our resource is of the highest quality. The strategic importance of this mineral to the future of renewable energy cannot be overstated. The world’s increasing demand for these minerals, combined with the DRC’s focus on attracting Western investors, puts us in a position of power. We have the leverage to negotiate a deal that reflects the true value of these assets.
If anything, we are where we are today precisely because of the exceptional quality of our resource, and it’s this value that should guide any discussions about its future. Selling ourselves short now would be a missed opportunity, one that could have far-reaching consequences for shareholders, for the company, and for the role we can play in driving the renewable energy revolution. We must stand firm and demand a fair price that reflects both the strategic importance of what we hold and the substantial value that is yet to be realised.
From what I’ve gathered, Kobold is moving quickly in response to recent news coverage from outlets like Australian Financial Review and Bloomberg. The buzz around our strategic position, combined with the potential for these minerals in the renewable energy sector, is clearly catching attention. Kobold’s urgency reflects the value of what we hold, but it’s important to remember that we should not be selling ourselves short in the process.
As I’ve said before, we shouldn’t accept anything less than $3.50 per share. This is not a time to settle for less, especially when our resource is so critical to the future of renewable energy. We are in a prime position, with major players like Kobold showing interest, and we must ensure that the price we accept reflects the true worth of our company and its assets. We’ve endured the highs and lows of the market, and now is the time for us to capitalise on the long-term potential of our investment. Anything less than $3.50 per share would be an undervaluation of what we have built and the opportunities that lie ahead.
It’s also important to recognise the emotional toll this journey has taken on many shareholders. Many of us have suffered significant mental and emotional strain, and even relationship challenges, due to the uncertainty and volatility of our investments. However, we have carried on because we truly believed that, in the end, there would be justice—that our patience and dedication would be rewarded.
If Zijin manages to acquire the north without paying a fair price for it, then it would be a clear violation of that sense of justice. It would send a message that shareholders, who have endured so much over the years, are not valued or respected. For those of us who have stuck with this company through thick and thin, this is not just about financial compensation—it’s about fairness. If we allow Zijin to take control of such a valuable asset without proper payment, it undermines the very principles of equity and fairness that we believed would guide this process. $3.5 and nothing less!
Anyone who believes we should accept the current offer or risk walking away with $0 is kidding themselves. The situation is far more complex, and there’s too much at stake. The DRC cannot afford to let this resource sit idle—it’s far too valuable. No reputable company would consider investing in this resource without the proper fines being paid and the outstanding issues with ICC and ICDIS being resolved first.
The DRC’s ability to attract Western investment hinges on addressing these concerns, and no serious player would move forward without that clarity and resolution. We are in a strong position, and it's crucial that we demand a fair price. The risks of accepting a lowball offer far outweigh any potential short-term gain, and we cannot afford to let this opportunity slip away for anything less than its true worth. This is the moment for us to secure a fair deal that reflects the strategic value of our holdings and the long-term potential they offer.
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Dave Evans
Regular
This is what it looks like on my iPhone @Spikerama 
ICSID Arbitration Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
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Frank
Top 20
Not far enough Bro - Please try harder next timeI would gladly lose my investment if I could see that piece of shit Celestin Kibeya & his pillow biting sidekick Alain Monga drawn and quartered.
Wait, did I go too far
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Not sure Felix is in a position to play silly buggers . His country is being f--k over by rebels and his pathetic reputation is being f--ked over by trying to f--k over AVZ . As Trump would point out ,Felix doesn't hold any cards . The obvious part of the deal that has given this the go ahead is Zijin keep the North . Which one could argue has been their plan all along in the event AVZ secured funding for ICSID .
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JAG
Top 20
Ok I got this looking and functioning a bit better now and it works ok on Mobile too. I still need to work on the scrolling story (placeholders only on mobile) but at least we have this.
ICSID Arbitration Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).avz-icsid-final-countdown.netlify.app
If anyone wants to PM me a screenshot of what it looks like on theirs please do I'd love to see in order to address any major issues. As it even changes for me on the various laptops and PC's I have around the house. Thanks.
View attachment 79935
Spikerama
Regular
This is what it looks like on my iPhone @Spikerama
View attachment 79943
ICSID Arbitration Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).avz-icsid-final-countdown.netlify.app
Thanks M8
By the way, I look around the room and I see a lot of people quoting numbers. Yesterday we had $1.00 then $2.00. Some say it's $12 or go home. And now we have $3.50 being floated.
My personal opinion is that we shouldn't be quoting numbers. Just let the BOD get the best deal for us because they know the full story. Nige knows his geo, and I reckon he knows a few little secrets too but I would urge against settling on a dollar figure because how do we know what those who are vying for it are quoting? Say it's $5 dollars but shareholder consensus has already settled on $3.50. Or Say they are offering $14 but we've all said $12. We just don't know what is being thrown around and what little sweeteners or hard ball games are being chucked into the mix
I get it, it's fun to speculate but even quoting what we think is a highball figure, we could be low balling ourselves.
I reckon just leave it to the pros and don't show our collective hand in the meantime.
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Just out of curiosity I asked Grok how much we should be awarded. Interestingly, but not all that surprisingly, in a seperate question I asked, Grok thinks we'll get more if we go through the courts for damages as oppossed to just accepting a takeover. In summary DRC are up for about US$7billion according ot Grok, and more likely closer to AVZ's figure of US$9.5billion considering the lies, theft, manipulation, and fraud we all know has occurred. Surely management would be silly to accept any takeover too far south of $2
Attachments
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I prefer ChatGPT LOL
Total Compensation Estimate
Finally, combining both the value of AVZ's 75% share and the potential lost revenue, the fair compensation figure would be:
88,125,000,000 USD+30,843,750,000 USD=118,968,750,000 USD88,125,000,000 \, \text{USD} + 30,843,750,000 \, \text{USD} = 118,968,750,000 \, \text{USD}88,125,000,000USD+30,843,750,000USD=118,968,750,000USD
Final Estimated Compensation:
Approximately $119 billion USD.
In Nige we trust 🫡
Great post.
" I also question why Kobold would be willing to give away control of the north."
This bit I will speculatively answer.
Kobold currently has ZERO stake in Manono. Not even a tenuous dodgy bit held up by paper bags.
If the choice for them is:
1. Continue AVZ's fight for WHOLE tenement,
2. Close the dispute in the easiest way possible that allows them to still get an enormous stake in an enormous deposit,
Then it's easy to see why they would go for 2. That's also why they talk about it with phrases like "appropriate compensation" rather than buyout price.
Yes Zijin win big from this - Kobold would effectively be paying us off to end the dispute. But hey, if that's what they want to do, and they still get what they want out of it, that's good for them and good for us. As much as i want Zijin to rot in hell Im not gonna let that get in the way of being payed out appropriately for this saga.
So essentially Kobold is paying:
1. A takeover price for all of AVZ's interests in the South,
PLUS
2. Appropriate compensation for AVZ to close all current disputes so that the project can continue unimpeded.
(As far as I'm concerned all the valuations that have been thrown around pertain ONLY to 1, so whatever your number is, add something for 2.)
If their choice is that, or nothing, then that's why they're willing to pay and compromise.
But remember folks, those are KOBOLD's options, not OUR options. We are finally in a good position with this.
Winenut
Go AVZ!
100% correct there Spike!!!!
$12...$12...$12.....
Sorry....couldn't help myself......
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