AVZ Discussion 2022

whales

Regular
Yeah. Anyone who is from now on trying to play games against AVZ will lose out. Simple as that really. I’m wondering if Zijin those corrupt fuckers are putting a package together. For mine, they would be stupid not to given any deal with between the USA and DRC will see them lose a fair chunk of what they’ve stolen. Whoever is the first to offer minimum 5 bucks p/s wins it all. Small fry for these players and will return at least 20 times that over its life of mine.
Zijin / China cannot offer security to DRC for minerals.
They will need to do business with Kobold after AVZ is adequately compensated and hands over the rights to Manono.
 
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BRICK

Where’s Zeebot 😶‍🌫️
KoBold Metals is using modern technology and artificial intelligence to find and develop critical minerals needed for electric cars and green energy.


Lol, no need for modern technology or AI..........Manono is DSO from surface Kobold ;)
Don’t forget the tin
😬
 
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CHB

Regular
Zijin / China cannot offer security to DRC for minerals.
They will need to do business with Kobold after AVZ is adequately compensated and hands over the rights to Manono.

There's no reason why they can't pay the money and act as a blocking stake. They're already illegally progressing the north.
 
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Frank

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Only one wink? Yeah, nah Deboss, you're not even trying.
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Yaseen

Regular
Grok seems to be on the ball

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JNRB

Regular
IMO, all amounts below $7 are a cop-out and is a low-ball offer.

$12 Minimum.

$10ps + shares in the acquiring entity would be highly ideal imo.

My personal 'just do it - fking sign away' figure is $50ps. :D
$7 minium
+$5 geopolitical advantage premium
=$12

easy
 
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Yaseen

Regular
Considering Grok's accuracy with the above question, I think we can trust Grok with its US$9billion estimate. Now show me the money

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JNRB

Regular
Agree, however STFU with merch mate......I have those rights ok :ROFLMAO:
you'll have to sort that out with Nige 😉
I think we might be nearing the point of needing a new cap.

But lots of other opportunities. NF plushie, Celestin kibeya punching bag, various pineaple related parephanalia, the list goes on
 
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Remark

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Frank

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djhome

Member
Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
 
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JNRB

Regular
Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
When I first saw the news re Kobold I'd just logged on to share some speculation on when the US might take action positive for AVZ.
My reasoning was that Trump needs a geopolitical win to wave around. Tariffs, Palestine, Ukraine... all not playing out how he would like. So he wants a win to wave around, and doubly-so if it's something that reinforces the idea of his 'minerals-for-security' policy. And by helping the Aussies Trump gets to show he's not de-facto against ALL former allies - as long as there's something in it for the US. So USA wanting to take action sooner rather than later.

Add on top of that the impending deadline for tribunal hearings (oh and the militia rampaging across their country) and DRC wants action sooner rather than later.

And Kobold knows the further we get through arbitration and securing our own claim, the deeper entrenched we become with CATH, so they want sooner rather than later.

Kobold have done their homework. Some on here have already speculated they made a lowball offer last year that was (rightly) flat-out rejected. Someone has leaked the news about the offer which puts pressure on accelerating action.
Wild speculation here but working backwards from ICSID:
- If AVZ is giving up it's rights and position in arbitration this all needs to be settled well in advance, say 4 weeks
- Another month of actually getting shit sorted out (do we need a special AGM?) 4 weeks
- Leaves us with 2 weeks for them to decide on where between $15B and $30B they want to offer.

I'll go from date the announcement leaked and say 4th April for an offer.
 
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Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
December 25th
jericho-a-little-bit-of-the-bubbly-wine.gif
 
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SERA2g

Founding Member
@Winenut (s) I joined twitter to post information that could reach a wider audience and now I’m reading Jens post scenarios saying we don’t have the ML and there’s in country risk

I already posted a comment on the ML and as far as the in country risk KoBold would supposedly face….

According to the reports, part of any agreement between the DRC and the US includes US military support and permission for the US to have military bases in the DRC which significantly reduces in country risk. Add to that Trump has signed an Executive Order to use US Defence funds for accessing critical minerals. Doesn’t sound like KoBold is taking on too much risk to me

Jack Ma (KoBold) worth US$28 billion
Bill Gates (KoBold) worth US$107 billion
Jeff Bezos (KoBold) worth US$211 billion
Elon Musk (Tesla) worth US$327 billion

Add to the above that KoBold has a joint venture partnership with BHP to look for battery minerals

BHP worth $200 billion

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If I was MD, I would say to the DRC, US and KoBold…. @Winenut (s) wants $12 and so do we, otherwise you can let Zijin and Vominiere deal with the M23 militia and the US and KoBold can look for low grade lithium somewhere else because the ICC and ICSID (World Bank) support our right to ownership

In the end I’m sure Nigel will get what he feels is the best deal for shareholders, especially when he knows it’s shareholders money he’s sitting at the table with

The truth is I’m spending too much time on the forums again thinking about AVZ, it’s now 2:46am here in Newy and I should be asleep
How do you have any time at all to think about AVZ when you spend half your day posting vengeful shit on the Brainchip threads. Lol.
 
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Colaci78

Member
Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
May the 4th be with you!
 
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BRICK

Where’s Zeebot 😶‍🌫️
Here is the thread to discuss anything AVZ related…

Just to kick on a discussion. Any bets on when the mining license will be granted or a TO price announcement.

🔥 May 4th maybe
Errrr mining licence reinstated.....

;)
 
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RHyNO

Regular
It’s an easy get! Bezos and the crew buy it at discount $3.50 Trump ensures DRC are compliant using military force. America dominates lithium trade. Albanese sits around with his thumb in his ass apologising to the ABC and the LGBTIQZUIPTRY community for not preventing all hate crimes in the Middle East.
 
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