AVZ Discussion 2022

[Panther22]

Ours...

It's currently one of our most powerful assets and singularly the greatest insurance policy we have against getting completely fucking ripped off

Agree. As much as we all want out of this shitshow with a suitable cheque l would hate to think we get under compensated and all the bad actors walk away scott free and the fines disappear. I am counting the days to ICSID so that all the dirt and corruption is brought before the world and some heads roll. That way a more true value for Monano will be on hand and those that want it will have to get much closer to the true value if they want own it and take away some of the Chinese domination.
When the true value comes out at ICSID they, whoever they are, will have to pay much closer to true value.
Who ever ends up with Monano is on a winner, a gold mine (Lithium actually and don't forget the tin). Lithium prices will rise as demand increases.

Love Spikes countdown clock, look forward to seeing it each morning.

GLTAH.

 

[Spikerama]

Thirty Three, till the Third Degree.

 

[wombat74]

Ours...

It's currently one of our most powerful assets and singularly the greatest insurance policy we have against getting completely fucking ripped off

Exactly . So why would they let the ICISD run ?

 

[Winenut]

Exactly . So why would they let the ICISD run ?

Well

There's only one way to stop it for every other party that has an interest (or is interested) in Manono and that is to.....

 

[Rechnerhand]

Declaration of Principles By U.S. Embassy Kinshasa

" ...
The Participants expect this framework to be accompanied by the launch or expansion of significant investments, including those facilitated by the S. government and U.S. private sector, aimed at transforming the regional economy to the benefit of all participating countries.
The Participants commit to explore options to link this framework to other international or regional economic development initiatives, including in infrastructure
The Participants commit to launch and/or expand cooperation on shared priorities such as hydropower development; national park management; derisking of mineral supply chains; and transparent, formalized, and licit end-to-end mineral value chains (from mine to processed metal) that link both countries, in partnership with the S. government and U.S. investors.
..."

 

[Mute22]

Declaration of Principles By U.S. Embassy Kinshasa

" ...
The Participants expect this framework to be accompanied by the launch or expansion of significant investments, including those facilitated by the S. government and U.S. private sector, aimed at transforming the regional economy to the benefit of all participating countries.
The Participants commit to explore options to link this framework to other international or regional economic development initiatives, including in infrastructure
The Participants commit to launch and/or expand cooperation on shared priorities such as hydropower development; national park management; derisking of mineral supply chains; and transparent, formalized, and licit end-to-end mineral value chains (from mine to processed metal) that link both countries, in partnership with the S. government and U.S. investors.
..."

hydropower development hydropower development hydropower development

 

[Frank]

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

 

[Hudnut]

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.

 

[Rechnerhand]

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.

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.

 

[Flekman11]

Ours...

It's currently one of our most powerful assets and singularly the greatest insurance policy we have against getting completely fucking ripped off

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]

Amen

View attachment 83356

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]

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.

 

[TheCount]

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

When we win I'll make you a case of home-made hard lemon squash mate..
Cheers.

 

[Frank]

https://x.com/AndrewJ44546683/status/1917134088773001314

 

[wombat74]

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.

"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.

 

[CashKing]

When we win I'll make you a case of home-made hard lemon squash mate..
Cheers.

Thx mate but going to need more hard liquor when we win

 

[Frank]

Thirty Three, till the Third Degree.

Let me guess

Thirty Two Fuck Youz

 

[Rechnerhand]

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

 

[Aeolian]

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

RDC-USA : Félix Tshisekedi attendu à Washington pour finaliser le partenariat avec l’administration Trump - 24 News Agency

Le chef de l’État congolais, Félix Tshisekedi est attendu à Washington ce jeudi 1er mai 2025 pour la confirmation et la finalisation du partenariat RDC-USA, après sa validation par le Bureau ovale. C’est ce qu’indique un communiqué publié ce mardi 29 avril par le Département d'État américain en...

24newsagency.com

 

[Doc]

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]

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.
Fingers crossed things about to get serious