AVZ Discussion 2022

Frank

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wombat74

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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.
 
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CashKing

Regular
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 🥇 👍
 
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Frank

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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
 
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Aeolian

Member

DRC-USA: Félix Tshisekedi expected in Washington to finalize the partnership with the Trump administration​

IMG-20250429-WA0002.jpg

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

 
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Doc

Master of Quan

DRC-USA: Félix Tshisekedi expected in Washington to finalize the partnership with the Trump administration​

IMG-20250429-WA0002.jpg

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
 
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whales

Regular
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
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
 
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Mute22

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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.
 
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Skar

Regular
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.
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).
 

Flight996

Regular
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.

season 6 GIF


Cheers
F
 
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