AVZ Discussion 2022
- Thread starter GazDix
- Start date
Frank
Top 20
If you go down to the Crapper today, Your sure of a big surprise
If you go down to the Crapper today, You better go in disguise
For every Bear that ever there was, Will gather there for certain because
Today's the day the Teddy Bear's have their picnic
Every Teddy Bear whose been good
Is sure of a treat today
If you go down to the Crapper today, You better go in disguise
For every Bear that ever there was, Will gather there for certain because
Today's the day the Teddy Bear's have their picnic
Every Teddy Bear whose been good
Is sure of a treat today
Last edited:
Tshisekedi will be worried about more the the exposure of Cominiere and Dathomir re: denying AVZ the mining license.
IMO he will be exposed himself. He either benefited directly, or is protecting others he has benefited from in others lest they expose him.
His inaction during this whole thing speaks for itself.
Re: KoBold. They will absolutely do what they can, to get as much as they can, whlie payiing as little as they can.
We've been told they've already put in an offer. If that's true and we haven't heard about it, then it's a lowball.
They did gain access to our cores while consorting with the enemy, and are certainly not a friend.
ICSID may be in our favour re: setting a value if we eventually win. However, we will still have difficulties collecting any award, and other companies have had to settle for less than the award to actually get any cash.
Difficulties in collecting any award means we aren't guaranteed KoBold or anyone else will offer us that much.
Any amount offered will be weighed against risk of winning at ICSID, time in the courts, and difficulty of collection.
Not to mention the geopolitical risk associated with changes in Governments at either end in the meantime if this drags out. If anything happens to Trump or Tshidekedi electorally or healthwise in the meantime everything could change.
IMO he will be exposed himself. He either benefited directly, or is protecting others he has benefited from in others lest they expose him.
His inaction during this whole thing speaks for itself.
Re: KoBold. They will absolutely do what they can, to get as much as they can, whlie payiing as little as they can.
We've been told they've already put in an offer. If that's true and we haven't heard about it, then it's a lowball.
They did gain access to our cores while consorting with the enemy, and are certainly not a friend.
ICSID may be in our favour re: setting a value if we eventually win. However, we will still have difficulties collecting any award, and other companies have had to settle for less than the award to actually get any cash.
Difficulties in collecting any award means we aren't guaranteed KoBold or anyone else will offer us that much.
Any amount offered will be weighed against risk of winning at ICSID, time in the courts, and difficulty of collection.
Not to mention the geopolitical risk associated with changes in Governments at either end in the meantime if this drags out. If anything happens to Trump or Tshidekedi electorally or healthwise in the meantime everything could change.
Rechnerhand
Regular
An offer via Kobold Metals directly to AVZ I think is not on the agenda these days for at least one reason.
--> ongoing court cases (ICC, ICSID) where the official outcome related to a binding ML is pending.
This remains the question who was the receiver of a so called offer by Kobold Metals or is in exchange with them?
Based on the fact above and an absolutely unstable situation for foreign investors I would say the only logical communication partner at the moment is the political channel via U.S. governments and it is not an offer we would expect to see from an investor POV in public sector. With the situation above as a fact I would not agree to this point of mentioning this as a lowball ... not even this. My thinking is that Kobold made a kind of offer (MOU) to underline the credibility of the "declaration of principles". (Never underestimate Trump's ability to celebrate shows more then the business itself.) So far there is not achieved something countable and that is why I totally agree not to comment from AVZ side now any things happened at political stage w/o any substantial news for everything I've been invested there since 2017. And yes - their major asset is let run the ICSID case.
Bang on.
The most important fact being a US company or other actual companies from ‘genuine’ signatories to the convention need to adhere to any findings and award from ICSID.
That would have to be included in any TO with regard to AVZ.
Nobody who is potentially in discussions now wants that happening.
CashKing
Regular
A few more of them and you’ll be buying from the Furniture Gallery
Anyone else got that ad every fucking post ?
I mean it’s nice and all but just can’t afford it yet
If only there was a way to
Unlock heaps of cash
Samus
Top 20
TheCount
Regular
When we win I'll make you a case of home-made hard lemon squash mate..A few more of them and you’ll be buying from the Furniture Gallery
Anyone else got that ad every fucking post ?
I mean it’s nice and all but just can’t afford it yet
If only there was a way to
Unlock heaps of cash
Cheers.
"We've been told they've already put in an offer. If that's true and we haven't heard about it, then it's a lowball."
Yes we have . $1.5-2 Billion USD plus royalty payments according to a random Journo who probably had an inside running . So this sh1t ain't no secret . Unless the dude woke up one morning and pulled $1.5-2 Bill plus royalties out of his arse . I highly doubt it . Kobold makes it $4Billion usd plus royalty payments and we might be in the ball park .Lunch money for Besso and Gates.
Last edited:
CashKing
Regular
Frank
Top 20
Rechnerhand
Regular
Kinshasa is currently on a push to attract new players to the sector and talks are already under way with Washington after a Congolese senator pitching a minerals-for-security deal contacted U.S. officials.
Asked by Reuters on Monday about possible interest in Congolese minerals, Foreign Affairs Minister Maxime Prevot said Belgium had firms with the know-how to ramp up its role in the sector.
“We have globally recognised expertise with players like Umicore and John Cockerill, who have the capacity to process all these rare critical materials,” he said.
“If one day the opportunity arises to also be an investment partner, we will not pull back,” he added.
Belgium open to bigger role in Congo minerals sector, foreign minister says
Asked by Reuters on Monday about possible interest in Congolese minerals, Foreign Affairs Minister Maxime Prevot said Belgium had firms with the know-how to ramp up its role in the sector.
“We have globally recognised expertise with players like Umicore and John Cockerill, who have the capacity to process all these rare critical materials,” he said.
“If one day the opportunity arises to also be an investment partner, we will not pull back,” he added.
Belgium open to bigger role in Congo minerals sector, foreign minister says
I hope this is the final catalyst for Kobold or anyone interested to start putting serious offers in. Once this is signed you’d think that buying Manono off AVZ is significantly derisked so let the genuine offers roll in. ICSID is a good negotiating stick to have but personally would rather not go through years and years of trying to get money from a broke nation.DRC-USA: Félix Tshisekedi expected in Washington to finalize the partnership with the Trump administration
The Congolese Head of State, Félix Tshisekedi is expected in Washington this Thursday, May 1, 2025 for the confirmation and finalization of the DRC-USA partnership, after its validation by the Oval Office.
This is indicated by a press release published on Tuesday, April 29 by the US Department of State in charge of African affairs, which evokes a decisive turning point in what it describes as the "agreement of the century".
This partnership provides for the exploitation of mineral resources in the Democratic Republic of Congo in return for securing the east of the country, as well as a massive investment in infrastructure, estimated at nearly US$500 billion over a period of 15 years.
If the forces close to the power of Kinshasa are already welcoming this agreement, some voices of the opposition and civil society call on Félix Tshisekedi's regime to be cautious, in order to avoid selling out national wealth in a logic of remaining in power.
Faustin Kalenga
[URLunfurl="true"]https://24newsagency.com/rdc-usa-fe...er-le-partenariat-avec-ladministration-trump/[/URL]
Fingers crossed things about to get serious
Trump posted on his X Tweet
"Big news out of DRC soon"
Kobold mentioned "TO GO BIG in the DRC"
Now Felix goes to US final signing minerals for security.
Co incident that both Kobold and Trump use BIG
or deal has already been made and the final
missing item action is
Mining licence awarded to AVZ.
That will be" BIG news"
Stay tuned indeed Wombat there might be some whale breaching videos
Mute22
Regular
There’s clearly a lot of upside with the potential Kobold/Rio deal. The only downside, however, stems from heavy U.S. involvement and let’s be honest, their primary motivation is to shut out the Chinese, who would otherwise be the main competition.
As a result, we’re going to be locked out of sparking a true bidding war with other international players (Chinese) with our only path of receiving the ML to get an exit as a result of the much bigger US/DRC security and minerals deal.
We can only hope that their comments of 'Fair compensation' for AVZ takes into consideration we would be blocked from sounding a true market value.
As a result, we’re going to be locked out of sparking a true bidding war with other international players (Chinese) with our only path of receiving the ML to get an exit as a result of the much bigger US/DRC security and minerals deal.
We can only hope that their comments of 'Fair compensation' for AVZ takes into consideration we would be blocked from sounding a true market value.
Skar
Regular
See this is what is so perplexing about Kobold advocating to not antagonise China and allowing them to illegally keep the north as part of any deal.
That said, Amazon just fired a MASSIVE salvo at the Trump admin by listing Tarriff uplift separately, so who knows where/what will happen. I think forcing China to play nice/fair is fine but agree antagonising them is silly. More money to be made playing nicely (as long as China can be kept from bribery/cheating/stealing).
Still radio silence from the Chinese...the shit-eating rodents have to be up to something.
They're always up to something.
They have history, and I can't see them being satisfied with just CDL. It's not in their nature to share or be satisfied with half a resource. They always want it all, and will stop at nothing to get it.
I also can't see them working alongside the yanks at Manono and happily sharing electrical power from the Mpiana-Mwanga Hydroelectric Power Station, or processing facilities that convert spodumene into Li hydroxide (or carbonate) or loading and transport facilities.
The US and DRC are expected to sign a minerals-for-security agreement tomorrow, which gives the US preferential access to DRC minerals, and still not a peep from the world's rodents.
Cheers
F
They're always up to something.
They have history, and I can't see them being satisfied with just CDL. It's not in their nature to share or be satisfied with half a resource. They always want it all, and will stop at nothing to get it.
I also can't see them working alongside the yanks at Manono and happily sharing electrical power from the Mpiana-Mwanga Hydroelectric Power Station, or processing facilities that convert spodumene into Li hydroxide (or carbonate) or loading and transport facilities.
The US and DRC are expected to sign a minerals-for-security agreement tomorrow, which gives the US preferential access to DRC minerals, and still not a peep from the world's rodents.
Cheers
F
Last edited:
TheCount
Regular
OK, fine. A case for EVERY member of the forum that reacts to this post.Thx mate but going to need more hard liquor when we win
Will be ready to pick on the NSW Central Coast a week after I see a big fat deposit in my bank accounts.
Cheers.
Similar threads
