AVZ Discussion 2022
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Dave Evans
Regular
After midnight again so not last post of yesterday, first post of today. I’m all for KoBold buying us out but at the moment all they’re doing in the media is credit grabbing, talking us down and making out they are doing us a favour 
Dave Evans
@DaveEva12049801
Try reading the full AVZ Minerals Story and get the facts first in the links below
https://thestockexchange.com.au/threads/the-avz-minerals-story.158326/
https://thestockexchange.com.au/threads/cominieres-corruption.254349/
KoBold owners & BHP combined net worth over US$500 billion
https://x.com/DaveEva12049801/status/1903803924878184677
Dave Evans
@DaveEva12049801
It’s worth remembering that AVZ is the only company who completed a DFS, seven Environmental (ESIA) Reports and all other requirements to legally obtain the ML. NOT ZIJIN and NOT KOBOLD
I understand KoBold don’t want to offend Tshisekedi, but we tried that too and the fat arsehole still screwed us over. This time he’s desperate to get US support and get a deal done and KoBold are desperate for Manono’s lithium, that’s why they tried to get into our core library without permission last year.
There’s not a real man amongst them, AVZ shareholder’s have been putting up with the likes of these types of people trying to screw us over for three years and now we’re close to major rulings in the ICC and ICSID arbitration cases these clowns all want to pretend we aren’t even involved in the negotiations.
Just to let you know what these blokes are really like, they are even putting in the articles that AVZ had their offices raided by the AFP (drawing suspicion on AVZ) but they’re not adding in that nothing resulted from the raids.
If Nigel’s got a deal done well and good, all we’re doing is holding the others accountable in our own way and all we want is for them to cut the BS, sign the deal, give us the money and F¥€K OFF
Dave Evans
@DaveEva12049801
Try reading the full AVZ Minerals Story and get the facts first in the links below
https://thestockexchange.com.au/threads/the-avz-minerals-story.158326/
https://thestockexchange.com.au/threads/cominieres-corruption.254349/
KoBold owners & BHP combined net worth over US$500 billion
https://x.com/DaveEva12049801/status/1903803924878184677
Dave Evans
@DaveEva12049801
It’s worth remembering that AVZ is the only company who completed a DFS, seven Environmental (ESIA) Reports and all other requirements to legally obtain the ML. NOT ZIJIN and NOT KOBOLD
I understand KoBold don’t want to offend Tshisekedi, but we tried that too and the fat arsehole still screwed us over. This time he’s desperate to get US support and get a deal done and KoBold are desperate for Manono’s lithium, that’s why they tried to get into our core library without permission last year.
There’s not a real man amongst them, AVZ shareholder’s have been putting up with the likes of these types of people trying to screw us over for three years and now we’re close to major rulings in the ICC and ICSID arbitration cases these clowns all want to pretend we aren’t even involved in the negotiations.
Just to let you know what these blokes are really like, they are even putting in the articles that AVZ had their offices raided by the AFP (drawing suspicion on AVZ) but they’re not adding in that nothing resulted from the raids.
If Nigel’s got a deal done well and good, all we’re doing is holding the others accountable in our own way and all we want is for them to cut the BS, sign the deal, give us the money and F¥€K OFF
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SERA2g
Founding Member
Hi Dave
Not true. Here you go: https://thestockexchange.com.au/threads/avz-discussion-2022.78/post-379008
I am pretty sure I've posted similar stuff on HC.
Like I said, I've always been supportive of AVZ and the shareholder base. This is the first time I've posted shit on these threads and it's after months of watching you do it to BRN.
Try posting with integrity.
Cheers
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oxxa23
Regular
Metals, Minerals, and Mining: How the CCP Fuels Conflict and Exploitation in Africa
The House Foreign Affairs Africa Subcommittee holds a hearing titled, "Metals, Minerals, and Mining: How the CCP Fuels Conflict and Exploitation in Africa," ...
www.youtube.com
Dave Evans
Regular
Metals, Minerals, and Mining: How the CCP Fuels Conflict and Exploitation in Africa
The House Foreign Affairs Africa Subcommittee holds a hearing titled, "Metals, Minerals, and Mining: How the CCP Fuels Conflict and Exploitation in Africa," ...
Thanks @cruiser51 and @oxxa23
Thats well worth watching. The US is so desperate to get into the DRC and get their critical minerals that they can hardly get a word out without their desperation spilling into the meeting.
One interesting point made at 1hr 20min into the meeting is they mention that when the Chinese pay a bribe in the DRC wend are able to compete without competition.
At least now they’re finally coming out with what we have been saying for years.
Reports On Zijin Mining’s Violations
Read multiple reports on Zijin Mining’s violations Non fiction journalists reports on Zijin Mining 👇 Zijin’s poisoned legacy A toxic spill last year blackened the name of Chinese metals giant Zijin Mining. But, in Fujian, its broken promises and environmental failures have a longer history...
thestockexchange.com.au
Ongoing Corruption Makes International Investment Dangerous In The DRC
Why the DRC is too dangerous to invest in and why the DRC won’t prosper while corruption continues under the protection of the President and corrupt officials Corruption in the DRC has remained under the Tshisekedi government. The DRC government and mining sectors are rife with bribes...
thestockexchange.com.au
Artisanal Mining And Chinese Companies In The DRC
On top of forced evictions and serious human rights abuses by Chinese companies operating in the DRC, up to 2000 people per year die in Chinese owned artisanal mines every year...
thestockexchange.com.au
ZIJIN OPERATING IN THE DRC
Multiple media sources report that Chinese mining company Zijin Mining while operating in Africa (the DRC, Guyana and other states) and other countries has committed bribery, illegal fraud, threatening Mines.cd founding journalist with death, human rights and other violations in Kolwezi...
thestockexchange.com.au
x.com
x.com
What’s interesting is that at 6min 25sec into the video they say that Trump recently paused the enforcement of the Foreign Corrupt Practices Act
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Skar
Regular
So the question is what is "appropriate compensation" to AVZ, if there is someone with enough clout, to get all parties to align, with the right guarantees and AVZ waive all rights, disputes and transfer all ownership claims?
Last I heard, the size of the resource was 842Mt (with a lot of room for expansion), with a current price of around $900/t and a historical high of ~$5000/t (we are at the bottom of the lithium cycle but it wont stay there long, especially when self driving cars take off. For me, thats the real demand tipping point for petrol to electric shift, with ESS backup for unreliable power generation from renewables for countries like Aus - where somehow paying more for power locally but sending coal overseas for cheap power for them makes sense).
The infrastructure and security of the asset is also not in place, nor is the funding (given it relies on the ML for investment but we are/were literally past all hurdles to obtaining one). So potential buyers willing to take on that risk are limited (or can muscle in, in other ways like Zijin have - their time will come in court).
So factoring all that in, depending on how a deal can be structured, is it royalties and free carry 1-5%, could it be a $ sale price proportional to size of the asset and expected profits or a proportional value conversion of stock into the new owner for shareholders?
They have already mentioned Zinjin would get the north, kobold the south and AVZ would have to relinquish legal disputes, i.e AVZ would need to be adequately compensated for both north and south as part of resolution.
I am intrigued by the possibilities but not getting my hopes up on a "mega payday", but maybe I might be something back other than invested capital and a lesson (which was my previous target in all this mess).
Last I heard, the size of the resource was 842Mt (with a lot of room for expansion), with a current price of around $900/t and a historical high of ~$5000/t (we are at the bottom of the lithium cycle but it wont stay there long, especially when self driving cars take off. For me, thats the real demand tipping point for petrol to electric shift, with ESS backup for unreliable power generation from renewables for countries like Aus - where somehow paying more for power locally but sending coal overseas for cheap power for them makes sense).
The infrastructure and security of the asset is also not in place, nor is the funding (given it relies on the ML for investment but we are/were literally past all hurdles to obtaining one). So potential buyers willing to take on that risk are limited (or can muscle in, in other ways like Zijin have - their time will come in court).
So factoring all that in, depending on how a deal can be structured, is it royalties and free carry 1-5%, could it be a $ sale price proportional to size of the asset and expected profits or a proportional value conversion of stock into the new owner for shareholders?
They have already mentioned Zinjin would get the north, kobold the south and AVZ would have to relinquish legal disputes, i.e AVZ would need to be adequately compensated for both north and south as part of resolution.
I am intrigued by the possibilities but not getting my hopes up on a "mega payday", but maybe I might be something back other than invested capital and a lesson (which was my previous target in all this mess).
Hi Dave
Re: ...that’s why they tried to get into our core library without permission last year.
This issue has been on our radar since late 2024, and we are still no closer to the full story. AVZ has previously said that nobody has accessed the core library without permission, which we should believe.
However, I find this turn of phrase interesting because it also infers that someone has accessed it with permission.
If someone has accessed the core library with permission, was it KoBold or another potential suitor? Alternatively, was it Locke or CATH in order to see first-hand the cores that help to underscore AVZ's behemoth resource.
I just don't know, but would love to understand more about it, and in the process put one more piece of the jig-saw puzzle in place.
Cheers
F
Dave Evans
Regular
I remember seeing the photos of them on Twitter and I think Kibeya was with them. I heard they tried to get in to the core library but were turned away. By security or whoever I can’t remember, perhaps someone else can confirm.
@Mute22 posted this on Monday
I’m checking out for the day now mate
Winenut
GO AVZ!!!!
I agree
The corollary to the statement "nobody has accessed the core library without permission" is that somebody "has accessed the core library with permission"
The statement in the announcement wasn't categorically a straight forward "nobody has accessed the core library"
So much going on recently
Can't believe the amount of coverage we are finally getting going from almost zero to front page news everywhere in less than a couple of months
Really hope this translates to a great outcome for all shareholders and a near term exit from the three year shit show
Did I mention I love using the word "corollary"......
TheCount
Regular
How many shares do they have now? Never forget the shit they put us through but they will have a huge payday when the people they tried to usurp come home with the goodies……Can you post those Fat Tail Pricks walking out unsuccessfully mate ??
Possibly someone with Ai
That could Be hilarious to keep us going
It’s kinda happening hey
GLTAH
Frank
Top 20
*I stopped it here for good reason, Why ? Have a listen to find out
Well pointed out Frank, that grab from Ronny Jackson, after the point that you highlighted, demonstrates everything from Chinese corruption to a flawed legal system. It confirms everything AVZ have been up against. Would make a great little video to go along side the Celestin Keybaya tape! I know its been around for a while but the Celestin tape, I must say, is simply brilliant in its presentation and impact - well done Spike.View attachment 80290
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*I stopped it here for good reason, Why ? Have a listen to find out
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Yeah absolutely totally agree . It is such a huge relief to see that the shit show that our board has had to deal with over the past 3 years finally being recognized by the people that matter.Totally agree
That nearly 7 minutes of Ronny Jackson just fucking says it all
Ol' Ronny has a bit of a chequered past
Great summary and thanks to @Frank for the original post
Encourage everyone to watch this video
Thanks @Frank for posting
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