AVZ Discussion 2022
- Thread starter GazDix
- Start date
No matter, the journalist is on point with some pertinent analysis of the situation.
However one imagines the US team has already done their DD on the DRC interlocutors given Comminere has already been singled out as not wanted...by Kobold from memory.
Rechnerhand
Regular
=> Dodd-Frank's Section 1502 ... Tin+Tantalum from Manono would fall under this as conflict materials.
FYI --> Building Critical Minerals Cooperation Between the United States and the Democratic Republic of the Congo
BREAKING NEWS:
lellep
Regular
Hello, I am home (sick) and have spent some time deep-diving into our investment.
Recent developments in the DRC-U.S. minerals negotiations suggest a potential catalyst for our Manono lithium project, particularly with reports of Erik Prince engaging with Congolese leadership. According to an article in Africa Intelligence (March 31, 2025), Prince, founder of Blackwater, has proposed deploying private military contractors to secure mining operations in the DRC, targeting threats like the M23 rebels in the east. This aligns with President Félix Tshisekedi’s minerals-for-security framework, currently under discussion with the Trump administration, and could significantly impact AVZ’s position.
Tshisekedi’s administration is under pressure. The failed coup attempt in May of 2024 and M23’s control over 40% of North Kivu, with key eastern territories including mineral-rich zones slipping from the government's grasp into the rebel's hands has left Tshisekedi desperate.
In response, Tshisekedi has deepened his ties with the U.S, evidenced by the release of the three American citizens involved in the coup to U.S. custody following talks with Trump’s Africa envoy, Massad Boulos. This move, alongside the cancellation of Kinshasa’s lobbying efforts in Washington, signals a strategic pivot to secure American support and Felix's own confidence in a deal being met.
Enter Erik Prince, his reported proposal is to provide security services potentially including armed personnel and logistical support, which could stabilize regions like Tanganyika Province, home to MANONO. With the U.S. eyeing critical minerals to counter China’s dominance (notably Zijin Mining’s stake in Manono’s northern section, Prince’s involvement could facilitate operational security for Western-backed projects. For AVZ, this might accelerate the reinstatement of our mining permit and enhance Manono’s appeal for a takeover.
I am happy to hear your views on this!
Recent developments in the DRC-U.S. minerals negotiations suggest a potential catalyst for our Manono lithium project, particularly with reports of Erik Prince engaging with Congolese leadership. According to an article in Africa Intelligence (March 31, 2025), Prince, founder of Blackwater, has proposed deploying private military contractors to secure mining operations in the DRC, targeting threats like the M23 rebels in the east. This aligns with President Félix Tshisekedi’s minerals-for-security framework, currently under discussion with the Trump administration, and could significantly impact AVZ’s position.
Tshisekedi’s administration is under pressure. The failed coup attempt in May of 2024 and M23’s control over 40% of North Kivu, with key eastern territories including mineral-rich zones slipping from the government's grasp into the rebel's hands has left Tshisekedi desperate.
In response, Tshisekedi has deepened his ties with the U.S, evidenced by the release of the three American citizens involved in the coup to U.S. custody following talks with Trump’s Africa envoy, Massad Boulos. This move, alongside the cancellation of Kinshasa’s lobbying efforts in Washington, signals a strategic pivot to secure American support and Felix's own confidence in a deal being met.
Enter Erik Prince, his reported proposal is to provide security services potentially including armed personnel and logistical support, which could stabilize regions like Tanganyika Province, home to MANONO. With the U.S. eyeing critical minerals to counter China’s dominance (notably Zijin Mining’s stake in Manono’s northern section, Prince’s involvement could facilitate operational security for Western-backed projects. For AVZ, this might accelerate the reinstatement of our mining permit and enhance Manono’s appeal for a takeover.
I am happy to hear your views on this!
Last edited:
still 1
Spikerama
Regular
@Frank @JAG
Fifty One.. Up your.. *nope, not gonna say it.
Fifty One.. Up your.. *nope, not gonna say it.
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
Retrobyte
Hates a beer
You'll be able to afford 4 soon
Skar
Regular
Quality over quantity.... unless you are AVZ with the highest quantity and second highest quality.
Uglybob
Regular
That sounds more like a threat than a compliment.
Frank
Top 20
lellep
Regular
The lobbyists objective was to push the Minerals for security deal, which have now been halted. Felix must be confident a deal with the US could be … IMMINENT
Frank
Top 20
Why Alphamin relaunches its activities in the DRC
On 9 April 2025, Alphamin Resources announced the gradual resumption of its production activities at the Bisie tin mine in the Democratic Republic of the Congo (DRC) in North Kivu province. In a statement, the company stated that the decision followed the withdrawal of the “armed groups” in the area.A few days ago, the M23 rebels and their Rwandan supporters moved from the city of Walikale, 48 kilometres from the mine, towards Nyabiondo and Masisi, more than 130 kilometres east of the mining site.
Believing that the safety of its employees and subcontractors was no longer guaranteed, Alphamin had decided, a month earlier, to temporarily suspend its operations in Bisie. At the time, the rebels were in Kashebere, 172 kilometres from the site.
The resumption of operations comes at a time when the armed groups are closer to the mine, suggesting that other factors may have influenced the company’s decision.
American interests
It can now be said that the revival of Alphamin’s activities in Bisie has been encouraged by the US government.
“It was very sad to see them suspend their operations ... We definitely encourage them to resume operations,” said Massad Boulos, President Donald Trump’s senior adviser for Africa, at a press conference held on April 9 in Kigali, Rwanda.
Massad Boulos then completed a multi-day visit to the Great Lakes region.
According to the US State Department, the mission was to “foster efforts to achieve lasting peace in the eastern DRC” and to “promote US private sector investment in the region.”
In the global competitive environment for access to critical metals, the Bisie tin mine, which provided more than 6% of the global supply in 2024, represents a strategic challenge for US interests.
Alphamin Resources, which operates the site, is 57% owned by Denham Capital, an investment fund founded in 2004 and based in Massachusetts, USA.
In addition, Gerald Metals, a trader in metals and associated raw materials, remains the exclusive buyer of the production of Bisie tin until 2028, in accordance with an agreement initially concluded in 2018 and renewed in January 2024.
Founded in 1962 in the United States, this company markets all of Bisie's production, mainly for high-tech industries.
Strength market
During the temporary suspension of its operations in the DRC, Alphamin Resources continued to fuel the market, with a production of 4,270 tons in the first quarter of 2025.
But a prolonged interruption would have reduced global tin supply, especially as recent earthquakes in Myanmar – a country that provides about 10% of the world’s tin supply – have also disrupted production.
For this reason, the resumption of activities was welcomed by the International Tin Association (ITA), which believes that it should help to avoid the high tension feared in the second quarter on this market.
With the announcement of the resumption of Alphamin Resources’ business in the DRC, the price of the raw material fell: the ton of tin was traded at 33,650 dollars on the London Stock Exchange, compared to 34,930 dollars when the Bisie mine was announced.
Despite the suspension of its operations in March, Alphamin’s stock has increased by more than 27 per cent since March 13, and ended the Toronto Stock Exchange at 0.77 on April 9, 2025.
bankable.africa
Frank
Top 20
I dunno, would be nice to hear from Nigel.
Good luck with that if indeed negotiations are at the tipping point.
Silence is gold right now until a formal announcement drops.
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