AVZ Discussion 2022

hedrox

Regular
It's nice to talk about the value of the tin, but realistically if they're digging up and processing lithium the tin will just be a secondary by-product, and only if infrastructure is added to process that. The only way tin will be a big revenue earner is if the ore mined is sent to two separate processing plants - one for lithium and one for tin. That might be a smart way for the eventual miners to set up the mine, so that either option can be ramped up or down depending on prices at the time.
In the last DFS AVZ included the Tin and the cost of the seperate refining process.....the 2 billion US$ LOM is net income after costs. AVZ would be stupid not to include the Tin.....for sure it's a by product, but still very profitable.
Screenshot 2025-05-01 at 12.59.24.png


And there are a few other by products { SN, TA, FE2o3,P20S } which are not included yet....but might be in the BFS which is not released yet...
 
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hedrox

Regular
Screenshot 2025-05-01 at 13.07.52.png
 
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PhatCatz

Regular
It's nice to talk about the value of the tin, but realistically if they're digging up and processing lithium the tin will just be a secondary by-product, and only if infrastructure is added to process that. The only way tin will be a big revenue earner is if the ore mined is sent to two separate processing plants - one for lithium and one for tin. That might be a smart way for the eventual miners to set up the mine, so that either option can be ramped up or down depending on prices at the time.
Don’t forget the tin!
 
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aon

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


"They always want it all, and will stop at nothing to get it."

hmmm,
Spot on Flight, what a dumb bunch of stupid bas...ds they have proved to be.
Just think about the extra shit they have now brought to their sweet little honey pot deal, of raping and pilaging the DRC for all these years, unabaited, now they better learn how to share :ROFLMAO:.

And to think if they wanted 13359 in its entirety 3-4 years ago, instead of trying to steal it by bribing every stupid, corrupt, greedy, grubby DRC pollie and their mates with chump change, they could have simply written a cheque to the true owners for a few billion and owned the lot, lock stock and barrel.

Now and in the future, they risk being given crumbs if they are lucky, and their dirty, low-life way of doing business will be further exposed to the masses, which means more media, more attention to how they should have been conducting themselves, now that there's a new kid on the block.

So is it PAY DAY 💲💲💲💲💲💲💲💲💲 here...... or are we off to court.....
 
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Spikerama

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pow4ade

Regular

These guys don't fuck around. The few and best military guys I know (serious killers not armchair generals) are now private contractors working in places they don't disclose to me. Sometimes I get videos sent of dusty bases with air sirens blaring and jokes about 'tonight's fireworks'.

They’re pulling serious FIFO money on steroids, and they’re damn near impossible to outbid as they are extensively vetted and monitored. It's far more competitive to get into this space than you think.

Blackwater is heading to the DRC with one clear mission: secure U.S. investments and ensure taxes go to the DRC (Felix's) coffers. As private contractors, they’re not bound by the same ethical constraints as official military forces.

I can imagine if they get in the way, they’ll deal with the Chinese ‘Handlers’ fast. Easy to spot, quietly redirected to black sites, and gone. The CCP will never admit they were even there.
Think you'll find that Blackwater itself is not involved in this agreement but rather Prince's new company FSG founded in 2014. Prince sold Blackwater in 2011.

This deal has been in the pipeline since late last year when an agreement was signed but not implemented till now. It primarily involves FSG providing mine security and tax collection. FSG has been working with Chinese mining operations for some time in DRC.

Pretty sure Trump intends utilising private military companies to enforce agreements, if need be, but at the moment he's relying on minerals agreements to entice Rwanda to stop the war, under the threat of heavy sanctions. Hence the MOU just signed.
 
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