AVZ Discussion 2022

Winenut

Go AVZ!
Absolutely 100%

I have it on good authority that the dropping of ICC/ICSID cases has been designated as the very "last" item to be executed in the series of events to complete the Manono transaction

And this specifically only occurs "after" proceed funds have been distributed to all AVZ shareholders and the booking of my holiday to Abruzzo, Umbria and Puglia is completed and flights and accommodation confirmed......

;)
I hope no-one took this post as serious

I have absolutely no connection to any good authority on AVZ matters......or on any matters for that matter!
 
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lellep

Regular
Do we need to get relisted before a potential TO? Or can that occur with our shares off-market?
 
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Pokok

Regular
I hope no-one took this post as serious

I have absolutely no connection to any good authority on AVZ matters......or on any matters for that matter!
Wine ?
 
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Pokok

Regular
I have good authority vodka helps connections to anything , especially home made
 
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CHB

Regular
Do we need to get relisted before a potential TO? Or can that occur with our shares off-market?
it can occur off market
 
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hedrox

Regular
Do we need to get relisted before a potential TO? Or can that occur with our shares off-market?
No need to get listed for a take over...
 
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Winenut

Go AVZ!
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Remark

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You're scaring me now @Winenut 😳

Just kidding, nice work Mr Nut! After this shitshow is over, maybe there will be room on the wagon for me:unsure:
 
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Mute22

Regular
I wish....sober since Feb 28th if you can believe it!

Not that I'm counting the days or anything....:rolleyes:
Enjoying a nice Claire Valley rielsing right now. You'd know what I'm talking about ;)

Anyway, I cannot wait to be freed from this corporeal prison.

I have held since 2017, in that time I have read literally every post on X (Twitter), Hotcrapper and TSE for 2,869 days at an average of 15 times a day.

That's 43,035 page refreshes (at least) and easily over a 100,000 posts.

Daily Show Crying GIF by CTV Comedy Channel
 
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Bray

Regular
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Frank

Top 20
DoL.jpg


The DRC suspends all lobbying contracts with American firms

In a press release published Monday, April 7, 2025, the spokesperson for the President of the Republic, Tina Salama, announced that the DRC is suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field.

"In light of the mutually expressed desire to relaunch strategic partnerships between the two administrations, the Democratic Republic of the Congo's approach emphasizes the imperative of prioritizing direct exchanges with the new American administration, through official and authorized channels.

Consequently, it is immediately suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field, including the contract with Earhart Turner LLC," the press release stated.

Tina Salama added that President Félix-Antoine Tshisekedi welcomes the strong and lasting relationship of cooperation and friendship between the United States of America and the Democratic Republic of Congo.

This decision comes a few days after the visit to Kinshasa of Massad Boulos, Senior Advisor for Africa to U.S. President Donald Trump.

On April 3, he mentioned a minerals agreement proposed by the DRC: "We have reviewed this proposal, and I am pleased to announce that the President and I have agreed on a path forward for its development. :unsure:

I look forward to working with President Félix Tshisekedi and his team to build a deeper relationship that benefits both the Congolese and American people.

We aim to stimulate U.S. private sector investment in the DRC, particularly in the mining sector, to contribute to the prosperity of both our countries."

He also emphasized that American companies are ready to establish operations in the DRC to stimulate local economies.

"We need a business-friendly environment to achieve this goal.

Rest assured, American companies operate with complete transparency and will stimulate local economies.

This involves multi-billion dollar investments, job creation, knowledge transfer, and infrastructure investments," he insisted.


mediacongo


Tin prices up 4.13% per ton on international markets

"Tin prices are rising on international markets during the week of April 7-12, 2025.

It is trading at $36,312 compared to $34,872 the previous week, an increase of 4.13% per ton," it read.

According to the same source, only tantalum is stable, with the price per kilogram at $227 this week.

mediacongo



Diagram-metals.png



*Don't forget the

Sn - Tin.jpg
 
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Yaseen

Regular
I remember when Felix suspended all new mining contracts or PE's a couple of years ago while he was 'cleaning up and reforming' the mining sector. Ah man the bs we've been through in the last 4+ years. Remember that fat turd telling Serge our ML is coming soon at that seminar about 3 and half years ago. I've lost track of time and how much bs this guy has spun. I do remember when he said show me proof of corruption and ill fix it.
 
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pow4ade

Regular
Gun lithium analyst predicting Manono can be up and running in 12 months once legal issues are untangled:

(from 11:00...transcript available)

 
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JNRB

Regular
Just spitballing more about how this is all going to play out.
Remember when we were going to get an SEZ?
I wonder if something similar will be part of the deal for Kobold and Ko. By buying out AVZ, they would essentially be covering the DRC's future debt from ICSID penalties. DRC partly offsets the cost through tax-breaks. This could only be justified as part of a bigger investment and development proposal, which is exactly what Yankees are proposing.

I am all for taxes being paid to DRC *if it goes towards improving life for citizens there* so I am totally fine with a short-term tax break to establish a long-term framework for development.

So
- tax breaks from DRC to mitigate their medium term losses in penalties,
- scrip or royalties as part of the buyout offer,
....shapes a deal from both ends where buyers can afford to offer shareholders what they deserve.
 
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JNRB

Regular
Gun lithium analyst predicting Manono can be up and running in 12 months once legal issues are untangled:

(from 11:00...transcript available)


"We need to rethink how we value projects, and how we value security of supply"

said in the context of China using its dominance of the lithium supply chain to suppress prices and squeeze out western competition.

The Americans are aware of this now.
All those ppl with their bullshit lowball numbers can't see the bigger picture. Or at least they're trying to make sure nobody else is paying attention to the bigger picture.
 
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BEISHA

Top 20
View attachment 81809

The DRC suspends all lobbying contracts with American firms

In a press release published Monday, April 7, 2025, the spokesperson for the President of the Republic, Tina Salama, announced that the DRC is suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field.

"In light of the mutually expressed desire to relaunch strategic partnerships between the two administrations, the Democratic Republic of the Congo's approach emphasizes the imperative of prioritizing direct exchanges with the new American administration, through official and authorized channels.

Consequently, it is immediately suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field, including the contract with Earhart Turner LLC," the press release stated.

Tina Salama added that President Félix-Antoine Tshisekedi welcomes the strong and lasting relationship of cooperation and friendship between the United States of America and the Democratic Republic of Congo.

This decision comes a few days after the visit to Kinshasa of Massad Boulos, Senior Advisor for Africa to U.S. President Donald Trump.

On April 3, he mentioned a minerals agreement proposed by the DRC: "We have reviewed this proposal, and I am pleased to announce that the President and I have agreed on a path forward for its development. :unsure:

I look forward to working with President Félix Tshisekedi and his team to build a deeper relationship that benefits both the Congolese and American people.

We aim to stimulate U.S. private sector investment in the DRC, particularly in the mining sector, to contribute to the prosperity of both our countries."

He also emphasized that American companies are ready to establish operations in the DRC to stimulate local economies.

"We need a business-friendly environment to achieve this goal.

Rest assured, American companies operate with complete transparency and will stimulate local economies.

This involves multi-billion dollar investments, job creation, knowledge transfer, and infrastructure investments," he insisted.


mediacongo


Tin prices up 4.13% per ton on international markets

"Tin prices are rising on international markets during the week of April 7-12, 2025.

It is trading at $36,312 compared to $34,872 the previous week, an increase of 4.13% per ton," it read.

According to the same source, only tantalum is stable, with the price per kilogram at $227 this week.

mediacongo



View attachment 81811


*Don't forget the

View attachment 81814

cone-of-silence-private-conversation.gif
 
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JNRB

Regular
44min
Paraphrasing a bit

"There's attempt/feeling across the industry that if enough producers move downstream it will loosen China's grip (on pricing) and there'll be more leverage. I think that's true, but unless you're a $30B company I don't know..."


OK so that's my new benchmark for valuing an asset capable of loosening China's grip on Lithium 😉

Sounds about right but I'll still take some royalties too.
 
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