AVZ Discussion 2022
- Thread starter GazDix
- Start date
CashKing
Regular
Tell us More MichaelThese are just my 2 cents ... no value out of my mouth ...
At least 4 names are now known for who are trying to particpate in the Manono-jungle ... alongside official U.S. representatives aka U.S. government.
In parallel the ongoing disputes which makes it obvious in which direction the outcome will be.
In case the "Fantastic 4" are forced to speed up the discussion with DRC officials as they are in turn and a hurry to state their confidence about the M23 movements then I guess we're talking about an involvement for the RD-asset. (Keep in mind that the U.S. already helped the DRC in regards to M23 and the Alphamin Ressource in the north ... )
Everything AVZ can resist and proceed in their ICSID case will help them and the "Fantastic 4" to exceed the upcoming project when their asset is being reassigned to the origin 13359 area.
This is my view to the area where the fruits are in the ground.
Then and in parallel ... DRC stopped to sell raw material as wanted more of the fruits locally which means for our "Fantastic 4" that they have at least 2 options ...
1. Pressure for DRC is that high they will give the "Fantastic 4" a special permit to deliver raw material to e.g. the U.S. for further added value making which helps for sure Mr. MAGA. On the other side DRC is aware of this win-win situation and will get from my perspective a higher value in military support and/or in infrastructure. That is in so called short term (before ICSID decision) and finally only for RD area.
2. In the 2nd scenario, the raw material must remain in the country and be processed, which means that our “Fantastic 4” will have to think about the corresponding infrastructure on site in the medium term (without ICSID and only RD), which in my view would help the DRC much more. However, if the pressure of securing material is the main focus for Mr. MAGA, then that would also be a conceivable scenario.
Why to mention this?
This leads to the final questions to the “Fantastic 4”
- how to bring (processed/raw) material to port?
- How to get access to adequate energy?
These 2 questions are just present in my head as the group size just makes sense when there're more then just digging acctivities which are pretty easy to handle as being on surface.
So, my thinking as these "Fantastic 4” represents a kind of Dathcom 2.0 that some will focus on the energy topic, one to the transport and others to the processing/raw material ... and do not forget the Tin!
And everything above will getting even more interesting when ICSID case is closed before (hand over ML to Dathcom) or has a final outcome in favour of AVZ.
This is just my thinking ... which changes from time to time and represents a snapshot.
cruiser51
Top 20
Please take ownership of your own posts.
Saying 'I didn't know what I was posting, is at the same level, as saying but but I was pissed mate'
Just grow up.
PutUsernameHere
Regular
Probably anyone with a brain
When the revenue figure of $840b (or $300b for that matter) in your post was SO far away from anyone else's expectation, was there ever a point in the thought process where you went...hang on...there might be a fundamental error in the methodology/calculation here?
No J, there was not one point where that thought occurred mate. I'm an innovator and a strong independent woman, and ain't nobody going to hold me down
I'm not sure who pissed in your wheatbix J, but it wasn't me
I'd ask for your constructive input but:Joined: 7.00pm
Posted: 7.11pm
Last active: 7.11pm
Have you read much else that's been posted or did something I said rub your Jimmy's the wrong way and it took you 10mins to decide that this would be the best thing you could first post on TSE? Join us on the lighter side champ, hopium does wonders for one's mental health - US$12+++
BRICK
Where’s Zeebot 😶🌫️
Ah apologies cruiser but where did I post that i didn’t know what I was posting?
I think you may have missed that my post blaming the nut was a joke!
And yes I posted a meme of trump and Putin dressed as gimps. Which obviously was offensive to a few. Sorry all those offended by it.
Zeebot removed said offensive meme and I take full ownership of it as well.
One thing I’ll never do however is personally attack other posters as I have a lot of respect for a lot of the posters here like you, spike and especially the Winenut!
Thanks
CashKing
Regular
j19
Member
No J, there was not one point where that thought occurred mate. I'm an innovator and a strong independent woman, and ain't nobody going to hold me down
I'm not sure who pissed in your wheatbix J, but it wasn't me
Joined: 7.00pm
Posted: 7.11pm
Last active: 7.11pm
Have you read much else that's been posted or did something I said rub your Jimmy's the wrong way and it took you 10mins to decide that this would be the best thing you could first post on TSE? Join us on the lighter side champ, hopium does wonders for one's mental health - US$12+++
I know there was no point where any logical thought occurred. My question was rhetorical.
Have I read much else you ask? Well, I have read enough to know that the Avenger's post that you originally quoted referred to $29.75b gross revenue for the LIFE OF THE MINE. Therefore there would be no intelligent reason to multiply that figure by 29.
I am on the light side. I am excited by what figure we might ACTUALLY get, not made up figures with no bearing in reality or logic.
I must say it is ironic that you question my constructive input, the best things I could post and what I have read, given your own recent posts.
As it happens I read a fair bit. I read a lot more than I write. I ask key questions to those who may have valuable information (this post is not one of those times
). Maybe in these discussions I have come across more information than you about the upcoming offer.
Frank
Top 20
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
Rechnerhand
Regular
There is no 'current share price' ...
cruiser51
Top 20
You don't have to apologise.Ah apologies cruiser but where did I post that i didn’t know what I was posting?
I think you may have missed that my post blaming the nut was a joke!
And yes I posted a meme of trump and Putin dressed as gimps. Which obviously was offensive to a few. Sorry all those offended by it.
Zeebot removed said offensive meme and I take full ownership of it as well.
One thing I’ll never do however is personally attack other posters as I have a lot of respect for a lot of the posters here like you, spike and especially the Winenut!
Thanks
You can post whatever you feel is appropriate.
Who am I, to tell you what to do?
However, I have used the ignore button and you are in the same bucket as Yaseen etc.
There are people here, I do appreciate.
That's life.
LOL What a total crock of shit.
Also no one is putting that much effort into creating a website for a lowball valuation unless they're being paid to do it.
So our new low-ball anchor price has moved from 0.60c (from the random journalist) to $1.35 from some random git who i speculate is being paid to try and set low expectation. Keep doubling it a few more times and we'll start getting somewhere.
Lots of factors missing in that valuation. It looks like some high school homework.
For starters, strategic factors mentions geopolitical an regulatory risk in the DRC (downside), but not the incentive for the USA to ensure strategic control over the resource (upside).
That includes locking in access to Lithium for use by their Industries, and also ensuring China can't further monopolise and manipulate Li price.
The possible value of the Tin and Tantalum aren't included in the simplistic valuation.
No mention of how operating margin is calculated or compared to other resources. We can shovel this stuff off the surface at Manono.
Also nothing about Saudis looking for investment into a longer term easily accessed energy based replacement for oil.
I don't think they've priced in the strategic value of the asset at all, and overstated the geopolitical risk given that the interested parties can exert a lot more influence than AVZ can. Especially given our impotent and disinterested Government.
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In other words, they've done whatever they could to produce the lowest number possible while trying to present a veneer of authenticity.
bloke383
Regular
From the article above
Competition for Manono’s lithium is intensifying. Anglo-Australian mining giant Rio Tinto has reportedly expressed interest in the deposit, adding pressure on the Congolese government to resolve disputes and capitalize on Western interest. This rivalry between Kobold Metals and Rio Tinto could strengthen Kinshasa’s negotiating position but also accelerate decision-making in a sector where China remains dominant.
More of this competition please .
rocknrolla
Regular
Have a funny feeling a deals been done and we’re just waiting on pieces above to fall in place.
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