AVZ Discussion 2022
- Thread starter GazDix
- Start date
I'm a bit out of the loop. What's the deal with this? Looks like an opinion piece by a journo that (at first glance) doesn't seem they've wrote anything too wrong or outlandish? I guess it's the confidential briefing heading but the vibe I get was it's click bait title and not anything produced for or by the DRC or USA government.
Winenut
Go AVZ!
Skar
Regular
So, the 10th they said...
Donald J. Trump (@realDonaldTrump)
Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and...
Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and other Countries, is no longer sustainable or acceptable.
Critical minerals are already in the crosshairs of this administration, now we have what is practically a proclamation of economic war. Anyone thinking 10B USD for Manono wasn't feasible, you slap a national security label on our asset and you betcha it is.
Time for US to pony up if they want supply chain surety.
go back a few pages and have a read
Retrobyte
Hates a beer
The last one highlighted is the best typo ever.
And thats a fair call too Spike.
It certainly has been a roller coaster for the ages thats for sure and everything in between so i get ya.
The great thing about this forum tho, despite the bleak outlook whereby it peaked to the point that AVZ finances looked to be bled dry by the evil forces and consequently fuckedy doo dar, no one here lost HOPE and neither did the BOD.
AVZ went from almost nothing.............to now holding all the cards.
Its been one hell of a ride and yes, the outcome is still in the air but as always , we remain hopeful of a decent result / ROI.
That being said, im a realist.............notice how i havnt expressed a post as to how much our supposed TO per share should be ?
US, DRC near minerals deal: report
A view of the Bisie tin mine in the DRC. Credit: Alphamin Resources
Posted By: Northern Miner Staff April 7, 2025
The United States and the Democratic Republic of Congo are discussing an agreement that would see U.S. companies take greater control of critical mineral assets in exchange for support for the Kinshasa government, the Financial Times reported.
Progress has been made on a potential deal, Massad Boulos, U.S. President Donald Trump’s senior adviser for Africa, said late last week. Boulos met with DRC President Félix Tshisekedi in Kinshasa Thursday and the pair discussed trade relations and other topics, according to a statement from the presidency.
“You heard about an agreement on minerals. We have taken note of the DRC’s proposal, and I’m happy to say that the President and I have agreed on a way forward for its development,” Boulos told reporters in Kinshasa. His comments were broadcast by Radio France Internationale.
‘Billions in investments’
U.S. mining investments in the DRC following the signing of a minerals deal could reach several billion dollars, Boulos was quoted as saying in the Congolese presidency statement.
Security remains a key stumbling block. The DRC, the world’s largest producer of cobalt, has been rocked for several months by intense fighting between Congolese government forces and armed rebel groups such as the Rwanda-backed M23. In January, M23 seized Goma, an important logistical hub city for mining in the region.
The U.S. wants to help bring the conflict to an end, Boulos said.
“Stimulating U.S. private sector investment in the DRC, particularly in the mining sector, is a shared goal that contributes to the prosperity of both our countries. But there can be no economic prosperity without security,” Boulos said in French. “The United States remains determined to support an end to the conflict, and we are discussing the next steps with our Congolese partners.”
DFC as underwriter
Under the outlines of the accord, the U.S. International Development Finance Corporation would underwrite some of the U.S. investments in the African country, Joseph Szlavik, a Washington-based lobbyist who is advising the DRC, told the FT. U.S. businesses are expected to start by investing in the DRC’s lithium deposits, the FT said.
U.S. startup KoBold Metals is among the companies that are interested in the DRC’s massive Manono lithium deposit, the FT said. Other possible investors are New York City-based Orion Resource Partners, Ivanhoe Mines (TSX: IVN) founder Robert Friedland, U.K.-Australian miner Rio Tinto (NYSE, ASX, LSE: RIO) and Saudi Arabia’s United Mining, said people familiar with the talks. KoBold, Orion and Rio Tinto declined to comment to the FT while Friedland and United did not respond to requests for comment from the newspaper.
Richly endowed in natural resources, the DRC accounts for more than 70% of cobalt’s global output. It also holds significant reserves of gold, copper, tin, lithium and tantalum.
“We expect more multilateral agreements, including private investment and government funding, as developed nations focus on securing the supply of critical minerals for their industries,” BMO Capital Markets analyst George Heppel wrote in a note published Monday.
American negotiators have already helped to reach an agreement that led to Rwandan-backed insurgents withdrawing from an area near Alphamin Resources’ (TSXV: AFM) tin mine in eastern Congo, Szlavik told the FT. Tin prices soared to their highest level in more than two years in mid-March following Alphamin’s suspension of its Bisie mine after M23 rebels threatened the area. Alphamin is contro
The question is .?Donald J. Trump (@realDonaldTrump)
Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and...truthsocial.com
Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately. At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A., and other Countries, is no longer sustainable or acceptable.
Critical minerals are already in the crosshairs of this administration, now we have what is practically a proclamation of economic war. Anyone thinking 10B USD for Manono wasn't feasible, you slap a national security label on our asset and you betcha it is.
Time for US to pony up if they want supply chain surety.
How much concession will the US give to Zijin / Comminiere regarding the North in order for Felix to avoid ICC and expose the corruption level ?
IF you accept the above " the days of ripping of US and other countries is no longer acceptable or sustainabe" then the whole of 13359 should be returned to Dathcom / AVZ ?
If it is not returned would expect some major tarriffs and sanctions from Carrier De Lest ?
I know many here have said that the North is gone.
Hopefully the US tells Felix we want the North and South now .?
It was supposed to be our asses, but I think it will be the fattest ass.
Freudian: Congo Lose
Frank
Top 20
Ok, it’s the 10th. Now what?
*Alphamin is majority-owned by US and UK-based Denham Capital and is one of the few US-linked projects in the country.
Alphamin to resume Congo tin mine, shares rally
Manono, the epicentre of the global battle for lithium: Kinshasa facing the giants
In Tanganyika province, in the south-eastern part of the Democratic Republic of the Congo, the basement of Manono now attracts the eyes of the entire world. Once a forgotten mining city, this locality is now at the heart of a large-scale geopolitical competition. The challenge is lithium, a strategic component of batteries essential to the global energy transition.
As the world gradually moves away from fossil fuels, lithium has become the “white gold” of the twenty-first century.
Demand is skyrocketing, driven by the rise of electric vehicles, renewable energy and storage technologies. In this unbridled race, the RDC, which houses one of the largest unused deposits of lithium in Manono, is becoming a key player.
Multinationals such as Kobold Metals, supported by Silicon Valley, or Rio Tinto, an Anglo-Australian giant, are aggressively on the issue.
Their interest goes beyond the economic logic alone: it is also about securing long-term supply for their respective countries.
A geopolitical opportunity for Kinshasa
For Kinshasa, this situation represents an unprecedented opportunity.
By diversifying its partners, the Congolese government is increasing its room for manoeuvre and avoiding excessive dependence, especially on China, already ultra-present in the strategic mineral sector (copper, cobalt, etc.).
A rapprochement under negotiation between Kobold Metals and Rio Tinto could strengthen the DRC's negotiating position.
It could also accelerate the implementation of long-blocked projects through technical or legal uncertainties.
This strategic repositioning would allow Kinshasa to impose new conditions: technology transfer, increased share for the state, compliance with environmental and social standards.
China’s Shadow, the US’s Promise
But the game is far from won.
China, which is already dominant in the exploitation and processing of African strategic minerals, is closely following the evolution of the Manono dossier.
It could respond with a strategy of competition or economic diplomacy in order to safeguard its interests.
For its part, the US – which, under the Trump administration, has its ambition to strengthen America’s presence in Africa – will need to go beyond declarations of intent.
In order to hope for better access to Congolese resources, Washington, D.C., will have to offer Kinshasa strong guarantees that are economical, security and infrastructural.
Manono, a symbol of a global challenge
More than just a mining project, Manono becomes a symbol.
A symbol of the growing tensions around critical resources, but also a test of the DRC's ability to defend its national interests in a highly competitive global environment.
The outcome of this battle will not depend solely on the mining giants or the major powers. It will rest above all on Kinshasa's ability to reconcile strategic ambition with the responsible, transparent and sovereign development of its wealth.
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Frank
Top 20
US, DRC near minerals deal: report
A view of the Bisie tin mine in the DRC. Credit: Alphamin Resources
The United States and the Democratic Republic of Congo are discussing an agreement that would see U.S. companies take greater control of critical mineral assets in exchange for support for the Kinshasa government, the Financial Times reported.
Progress has been made on a potential deal, Massad Boulos, U.S. President Donald Trump’s senior adviser for Africa, said late last week.
Boulos met with DRC President Félix Tshisekedi in Kinshasa Thursday and the pair discussed trade relations and other topics, according to a statement from the presidency.
“You heard about an agreement on minerals. We have taken note of the DRC’s proposal, and I’m happy to say that the President and I have agreed on a way forward for its development,” Boulos told reporters in Kinshasa. His comments were broadcast by Radio France Internationale.
‘Billions in investments’
U.S. mining investments in the DRC following the signing of a minerals deal could reach several billion dollars, Boulos was quoted as saying in the Congolese presidency statement.
The DRC, the world’s largest producer of cobalt, has been rocked for several months by intense fighting between Congolese government forces and armed rebel groups such as the Rwanda-backed M23.
In January, M23 seized Goma, an important logistical hub city for mining in the region.
The U.S. wants to help bring the conflict to an end, Boulos said.
“Stimulating U.S. private sector investment in the DRC, particularly in the mining sector, is a shared goal that contributes to the prosperity of both our countries. But there can be no economic prosperity without security,” Boulos said in French.
“The United States remains determined to support an end to the conflict, and we are discussing the next steps with our Congolese partners.”
DFC as underwriter
Under the outlines of the accord, the U.S. International Development Finance Corporation would underwrite some of the U.S. investments in the African country, Joseph Szlavik, a Washington-based lobbyist who is advising the DRC, told the FT. U.S. businesses are expected to start by investing in the DRC’s lithium deposits, the FT said.
U.S. startup KoBold Metals is among the companies that are interested in the DRC’s massive Manono lithium deposit, the FT said.
Other possible investors are New York City-based Orion Resource Partners, Ivanhoe Mines founder Robert Friedland, U.K.-Australian miner Rio Tinto and Saudi Arabia’s United Mining, said people familiar with the talks.
Richly endowed in natural resources, the DRC accounts for more than 70% of cobalt’s global output. It also holds significant reserves of gold, copper, tin, lithium and tantalum.
“We expect more multilateral agreements, including private investment and government funding, as developed nations focus on securing the supply of critical minerals for their industries,” BMO Capital Markets analyst George Heppel wrote in a note published Monday.
American negotiators have already helped to reach an agreement that led to Rwandan-backed insurgents withdrawing from an area near Alphamin Resources’ tin mine in eastern Congo, Szlavik told the FT.
Tin prices soared to their highest level in more than two years in mid-March following Alphamin’s suspension of its Bisie mine after M23 rebels threatened the area.
Alphamin is controlled by U.S.-based Denham Capital.
northernminer.com/news/u-s-drc-making-progress-on-minerals-deal-report
Investing in Critical Metals and Minerals to Power Energy Transition
Denham Mining pursues a flexible investment strategy.We partner with best-in-class management teams to help them acquire, earn-in, or to develop mines into production.
Our preferred entry point are projects that are at maximum two years from first production, or already in construction, ramp up or in production, and require capital for development, expansion and other value accretive activities.
Denham Mining can invest anywhere on the capital stack, ranging from ordinary equity, to preferred equity and subordinated or senior debt.
We have assembled a portfolio of tier one assets with high margins, long lives and upside potential.
Our focus on quality assets results in sustainable businesses that can produce cash flow for many years, providing flexibility to distribute cash or exit at an optimal time in the cycle.
www.denhamcapital.com/mining/
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Scoota30
Regular
can you define slightly? are we talking days or months.......Seems the expected announcement may be slightly delayed.
I’m disappointed as I’m sure you all are.
Carlos Danger
Top 20
The gringos are defo willing to pay for the whole tenement but let China have the north to avoid antagonising them. While Trump literally antagonises them daily. Makes total sense. Defo not something else causing the gringos to let China have the north lol
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