AVZ Discussion 2022

[JNRB]

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.

 

[JNRB]

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.

 

[BEISHA]

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.

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

 

[JNRB]

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.

 

[LOCKY82]

https://www.reuters.com/world/three-americans-jailed-over-failed-congo-coup-are-now-us-custody-us-diplomats-2025-04-08/

 

[bloke383]

https://x.com/FranckFwamba/status/1909552105435640272

The Americans and the DRC will have to work with
@AvzMinerals
whose project is a viable and sustainable package that is beneficial for all.

Yes Franck , correct . It is AVZ's project and we hold all the aces . A fact that seems to be missed or ignored by all those throwing around stupid low ball offers .
The project would also be benefiting the local Congolese today if it had been allowed to progress without all the corruption .

 

[Mute22]

Spare a thought for the locals in the of the DRC.

If it's not the rebels in the West, it's the floods in the East destroying livelihoods.

 

[Winenut]

Spare a thought for the locals in the of the DRC.

If it's not the rebels in the West, it's the floods in the East destroying livelihoods.

Just for correctness the rebels are in the East and the floods are in the West....cheers

 

[pow4ade]

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

(from 11:00...transcript available)

Sure it's a big call given conventional wisdom holds that a mine takes 5-7 years to develop after discovery. Yet Zingin has pretty much turned that on its head with forecast DSO from CDL early next year.

As the kid says, in the context of "China's human capital situation and the quality of their engineering procurement construction firms":

....when you have smart people working on an issue and there's a national security lens to having things get built, they get done fast...

Question is whether Kobold/Rio are capable of matching such timelines. I reckon they'll have a red hot go at it. Felix and Trump will insist they do.

 

[Frank]

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.

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

*To add,

https://x.com/hibaggywaggys/status/1909620861671555422

 

[Scoota30]

Inside the EV startup secretly backed by Jeff Bezos

Well, well, well... isn't this a coincidence.

 

[Frank]

https://x.com/liarliar__1/status/1909511925173461499

https://x.com/brendo726/status/1909710342919483825

 

[Spikerama]

 

[Frank]

https://x.com/anonymous_seeu/status/1909781145748947026

https://x.com/Outcast_North/status/1908890544077484397

*To remind,

"I look forward to working with President Félix Tshisekedi and his team to stimulate US private sector investment in the DRC, especially in the mining sector, with the shared goal contributing to the prosperity of our two countries," he added.

Kobold’s proposal to develop the Manono deposit, which it describes as “a large-scale, long-term lithium mine,” comes as the DRC faces legal disputes over the project.

Resolving these issues could help Kinshasa close its case with AVZ Minerals, which has led state-owned Cominière to pay 39.1 million in penalties.

Further boosting Kobold’s position are recent U.S. tariffs targeting various countries, including Indonesia and China, major players in the lithium battery supply chain.

Washington’s recent measures could see American investment in the DRC as global demand for lithium continue to rise.

*To add,

AVZ vs DRC @ ICSID - Final Countdown

Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).

avz-icsid-final-countdown.netlify.app

 

[cruiser51]

View attachment 81855

https://x.com/liarliar__1/status/1909511925173461499

View attachment 81857

​

https://x.com/brendo726/status/1909710342919483825

View attachment 81859


View attachment 81858

Don't forget Antoinette N'Samba Kalambayi calls herself today Honorary Minister of Mines.
She might have to commit harakiri too, before AVZ gets a guernsey.
Too much dirty linen in the cabinet.

 

[Frank]

View attachment 81861

 

[Frank]

Don't forget Antoinette N'Samba Kalambayi calls herself today Honorary Minister of Mines.
She might have to commit harakiri too, before AVZ gets a guernsey.
Too much dirty linen in the cabinet.

https://x.com/anonymous_seeu/status/1909789229850431779

https://x.com/anonymous_seeu/status/1909788752328950104

 

[Spikerama]

View attachment 81869

View attachment 81870

View attachment 81871

Poor old Hazard. Don't worry mate. He will be found and he will be dealt with. Even if we have to collectively put in several hundred thousand dollars. It's just a matter of time.

*tick tock

 

[RHyNO]

View attachment 81873

https://x.com/anonymous_seeu/status/1909789229850431779

View attachment 81872

https://x.com/anonymous_seeu/status/1909788752328950104

View attachment 81874


View attachment 81876

Awesome stuff, the suspension of lobbyists is a huge move! HUGE! It creates exactly the landscape for a swift deal before courts expose everything. Felix and cronies do not want this at court, they will lose and lose face, Rio, kobalt, CATH have a clear avenue to access us and DRC govt. just hope our legal backers at CATH don’t limit our ability to negotiate?