AVZ Discussion 2022
- Thread starter GazDix
- Start date
Frank
Top 20
*In other News i see where,
The imposition of 25% tariffs on U.S. imports of aluminum has dislocated the light metal’s global supply chain, while the threat of similar levies on copper has generated an unprecedented disconnect in transatlantic pricing.
Micro tariff turbulence is now overlaid with macro tariff turmoil as markets take fright at the risk of a full-blown trade war.
The London Metal Exchange’s index of base metals has slumped 6% this week as reciprocal tariffs moved from threat to reality.
Only one metal has escaped the tariff tsunami.
Tin continues to out-perform the rest of the LME pack buoyed by its own supply chain chaos.
Supply shocks rock tin
LME three-month tin gained 25% over the first quarter of 2025, eclipsing even gold’s stellar run.
A series of supply shocks has generated a roller-coaster ride for tin traders.
The market sold off on news the giant Man Maw tin mine in Myanmar would restart after an 18-month absence before rebounding when Alphamin Resources announced it was closing its Bisie mine in the Congo due to the escalating insurgency in the east of the country.
The devastating earthquake in Myanmar, throwing fresh doubt on Man Maw’s return, has propelled tin even higher.
Investors have rushed to join the action. Fund long positioning has hit record levels.
LME stocks are sliding and time-spreads tightening, adding to the volatility mix.
mining.com
*Don't forget the Tin - Man in Manono Bro
It's gotta be worth an Extra, Oh i dunno
Trump, Tariffs and Tin
US President Donald Trump’s tariff blitz has shocked financial markets, but the LME base metals complex got an early preview of the likely mayhem.The imposition of 25% tariffs on U.S. imports of aluminum has dislocated the light metal’s global supply chain, while the threat of similar levies on copper has generated an unprecedented disconnect in transatlantic pricing.
Micro tariff turbulence is now overlaid with macro tariff turmoil as markets take fright at the risk of a full-blown trade war.
The London Metal Exchange’s index of base metals has slumped 6% this week as reciprocal tariffs moved from threat to reality.
Only one metal has escaped the tariff tsunami.
Tin continues to out-perform the rest of the LME pack buoyed by its own supply chain chaos.
Supply shocks rock tin
LME three-month tin gained 25% over the first quarter of 2025, eclipsing even gold’s stellar run.
A series of supply shocks has generated a roller-coaster ride for tin traders.
The market sold off on news the giant Man Maw tin mine in Myanmar would restart after an 18-month absence before rebounding when Alphamin Resources announced it was closing its Bisie mine in the Congo due to the escalating insurgency in the east of the country.
The devastating earthquake in Myanmar, throwing fresh doubt on Man Maw’s return, has propelled tin even higher.
Investors have rushed to join the action. Fund long positioning has hit record levels.
LME stocks are sliding and time-spreads tightening, adding to the volatility mix.
mining.com
*Don't forget the Tin - Man in Manono Bro
It's gotta be worth an Extra, Oh i dunno
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Mr Inappropriate
Regular
I remember the days when most shareholders were complaining, that Nigel decided to go on drilling after suspension instead of saving money for the upcoming court cases. Looking back to Nigel's decision....bloody master stroke!
Our resource doubled to 841 million tons...yes 841 million tons....not 400 million tons...get your numbers right Kobold Rio or whoever is interested to purchase our resource. Get your wallet out and compensate us appropriate ....56 days to go
Our resource doubled to 841 million tons...yes 841 million tons....not 400 million tons...get your numbers right Kobold Rio or whoever is interested to purchase our resource. Get your wallet out and compensate us appropriate ....56 days to go
Bin59
Regular
Has it been mentioned before in discussions about the proposed minerals agreement that U.S. companies would gain exclusive access to the DRC's vast mineral resources, or has Joe got it wrong 
https://x.com/Joe__Bassey
Typical African
@Joe__Bassey
The Democratic Republic of Congo has officially started negotiations with the United States for a minerals-for-security deal. Under this proposed agreement, U.S. companies would gain exclusive access to the DRC's vast mineral resources, including cobalt, lithium, and uranium, crucial for global supply chains. In return, the U.S. would provide military assistance to help address the ongoing conflicts with armed groups in the country's eastern regions. Talks are still in the early stages, with both parties carefully evaluating terms that align with their national interests.
8:41 PM · Apr 5, 2025
·
65.9K
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https://x.com/Joe__Bassey
Typical African
@Joe__Bassey
The Democratic Republic of Congo has officially started negotiations with the United States for a minerals-for-security deal. Under this proposed agreement, U.S. companies would gain exclusive access to the DRC's vast mineral resources, including cobalt, lithium, and uranium, crucial for global supply chains. In return, the U.S. would provide military assistance to help address the ongoing conflicts with armed groups in the country's eastern regions. Talks are still in the early stages, with both parties carefully evaluating terms that align with their national interests.
8:41 PM · Apr 5, 2025
·
65.9K
Views
voice of experience
RHyNO
Regular
Is anyone else’s inner Australian nationalist (you’ve all got one even you Palestinian Champaign socialists) screaming “WHERE THE FUCK IS ALBO” why is the federal government so fucking useless!!……..dreams! “Today we’ve made some significant progress purchasing the largest lithium resource on the planet by supporting the DRC with our Australian peace keeping force and our miners have secured licenses throughout the DRC, if President Trump wants to tariff our lithium he’s more than welcome to, we have a lot”. In related news the prime minister has reopened the Elizabeth Holden plant to produce exclusively electric holdens for the Australian market, specifically the electric commodore and 1976 sandman so now all the cars on Australian roads don’t look like shit any more. Also we’ve closed the gap and deported all criminals.
Link deleted
Does anyone recall a part article mention of Manono project containing between 1.2 & 3 billion tonnes of lithium ore. Definitely read it but hoping it was part of a company announcement, maybe not. Luv to see a bubble graph with those figures, even half way from 841 Mt = 1.9 bil.
Blows the socks of top 7-8 top producers combined. Just a thought! Don't foget the tin. P
Winenut
GO AVZ!!!!
Frank
Top 20
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Winenut
GO AVZ!!!!
Here here Hedrox
View attachment 81538
*While i'm here, to add,
View attachment 81541
View attachment 81542
View attachment 81539
View attachment 81540
That point about Nigel being honest and not participating in corruption or bribes should not be lost on us
The fact that AVZ (Nige) played a straight bat at all times and stringently went the course of observing the rules and laws and including the general population and encouraging and developing all the social benefits and committing to training and employing locals and respecting the environment is the EXACT REASON we are in the strong legal, arbitration and negotiating position we are in
Full credit to Nigel and the team.....that's the sort of stuff you admire and respect and makes you proud to be an Australian and an AVZ shareholder
Samus
Top 20
Just remember guys we're supposed to be respectful to the sninvelling, thieving grubs in the DRC who stole our resource and life savings. So it's best to be polite to those filthy, lowlife assholes atm. 
We probably should be nice to the fucking Chinese crooks who stole our tenement too.
I hope management will not rest until until Manono Lithium is decimated off the face of the earth and the hydro facility is back in our hands.
It really would be nice to see some of the DRC criminals involved in our case having some justice served as well.
Nice as this all is atm, when are we going to start seeing some actual justice for the crimes against us?
Anyway at least this one image can warm our hearts in the meantime.
We probably should be nice to the fucking Chinese crooks who stole our tenement too.
I hope management will not rest until until Manono Lithium is decimated off the face of the earth and the hydro facility is back in our hands.
It really would be nice to see some of the DRC criminals involved in our case having some justice served as well.
Nice as this all is atm, when are we going to start seeing some actual justice for the crimes against us?
Anyway at least this one image can warm our hearts in the meantime.
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Bin59
Regular
Has it been mentioned before in discussions about the proposed minerals agreement that U.S. companies would gain exclusive access to the DRC's vast mineral resources, or has Joe got it wrong
https://x.com/Joe__Bassey
Typical African
@Joe__Bassey
The Democratic Republic of Congo has officially started negotiations with the United States for a minerals-for-security deal. Under this proposed agreement, U.S. companies would gain exclusive access to the DRC's vast mineral resources, including cobalt, lithium, and uranium, crucial for global supply chains. In return, the U.S. would provide military assistance to help address the ongoing conflicts with armed groups in the country's eastern regions. Talks are still in the early stages, with both parties carefully evaluating terms that align with their national interests.
8:41 PM · Apr 5, 2025
·
65.9K
Views
The article below mentions “privileged access” to minerals as well as a paragraph stating that the proposal includes the operational control for US companies, “exclusive” extraction and export rights, participation in a deep-water port project and the creation of a joint strategic mineral stockpile. Joe might have used this info for his message on X. I guess we’ll have to wait and see what any final agreement being offered looks like.
DRC proposes exclusive minerals deal to US
Congo has extended an offer to the US, proposing exclusive access to its critical minerals and infrastructure projects.
DRC proposes exclusive minerals deal to US
A partnership with the US will enable the DRC to diversify its economic alliances and reduce China's influence.March 5, 2025
The Democratic Republic of Congo (DRC) has extended an offer to the US, proposing exclusive access to its critical minerals and infrastructure projects, reported Bloomberg.
In return, the DRC is seeking security assistance to combat a rebellion that is allegedly supported by Rwanda.
In a direct appeal, Congo has requested an urgent meeting between President Felix Tshisekedi and US President Donald Trump.
The proposed pact is expected to grant US companies privileged access to minerals essential for the global energy transition.
The request, conveyed in a letter to US Secretary of State Marco Rubio, underscores the DRC’s pressing need for support as it contends with internal conflict.
Congo’s mining sector, a significant source of copper, is currently dominated by Chinese companies.
A partnership with the US will enable Congo to diversify its economic alliances and reduce China’s influence.
The proposal includes operational control for US companies, “exclusive” extraction and export rights, participation in a deep-water port project and the creation of a joint strategic mineral stockpile.
In exchange for these economic opportunities, the US would provide military training, equipment, and direct security assistance including access to military bases to protect strategic resources.
A US-Africa business group advocating for the DRC stated in the letter: “As the world’s largest supplier of cobalt and a major producer of lithium, tantalum and uranium, the DRC’s resources are integral to US industrial competitiveness and national security.”
The US State Department has expressed openness to discussions on potential partnerships in the mining sector. Such collaborations are envisioned to strengthen the economies of both nations.
However, the prospect of a deal remains uncertain. Previous attempts by Joe Biden to engage US companies with the DRC’s mineral wealth faced challenges due to concerns over corruption, environmental harm and labour issues.
Additionally, the US has historically been hesitant to support the DRC’s military, which has faced allegations of human rights violations.
Joshua Walker, programme director for the Congo Research Group at New York University’s Center on International Cooperation, highlighted the complexities of renegotiating mining contracts and the uncertainty surrounding the Trump administration’s capacity to mobilise US investors.
The commitment of the new administration to address Rwandan aggression in the DRC also remains unclear.
The letter, which was disclosed on the Foreign Agents Registration Act website, was sent by lobbyist Aaron Poynton on behalf of Pierre Kanda Kalambayi, chair of the Congolese Senate’s Committee on Defence, Security and Border Protection.
Similar letters were sent to other key US officials, indicating Congo’s pursuit of a minerals-for-security arrangement.
In February 2025, Congo initiated a state monopoly to oversee the production and export of artisanal cobalt.
Pedro...the upper estimate when fully drilled out is 1.2 BILLION Mt reported in announcements by AVZ in 2018......
I think this was a very conservative exploration target...my guess, fully drilled out, AVZ could reach easily the 2 BILLION Mt measured resource.....and here is why.
That's where we are....
And where are the upsides of Manono ?
Lets talk Carriere de Este pegmatite...Zijin must know that the northern part isn't a dud, they did their homework as well { AVZ did as well } The Mica story of Nigel...I take that with a grain of salt in that twisted situation at that time....Carriere de Este might have even a bigger resource than RD. RD is much smaller of size. I am surprised not to see any drilling results of Zijin yet.
And there are plenty of undrilled Pegmatites on AVZ's tenements...
But the actual depth of the deposit is 615 meter.....thats about 350 m of possible resource on top!
And here is my last reason why I believe our actual resource could be in the 2 Billion Mt...
The lakes...which covers a big portion of AVZ's tenement...
What will be underneath?...AVZ mentioned earlier they will explore that....but never did.
Historical drilling, before AVZ got Manono, suggests that there is another massive dipping ore body under water. Once Roche Dure is mined, all the water can be drained into the Roche Dure pit and another pegmatite will be on surface....Bingo
Ok...this are all only indicated possibilities...but I reckon you will get the drift.
2 billion Mt Lithium is not out of reach...IMO
And here we are....What is AVZ worth? That's the big Question now,
Love reading this. Always nice to be reminded of why I got into this, and why it's worth holding on for the right outcome.
It does make me feel like whatever deal we end up with would be structured to maintain some sort of exposure to those future benefits, because Nigel for sure is pushing to see full value for the project, not just the measured resource.
Or we push on with CATH and participate and in a battery behemoth that crushes the ex-DRC lithium market and leaves all western auto makers in the dust because they tried to screw AVZ with a tight-arse deal.
US has exempted lithium from Tarifs I believe. They can decide if they want to pay $15B* for the raw materials to drive their vaunted industrial re-revolution, or $100B in tariffs on imported cars and batteries.
Your move Yankees.
*rough figure working backwards from $12/share
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