AVZ Discussion 2022

[hedrox]

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.

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...

 

[hedrox]

 

[PhatCatz]

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!

 

[Rechnerhand]

01 May 2025 --> DRC mining: President Félix Tshisekedi expected in Washington to finalize partnership with Trump administration

02 May 2025 --> Doubts arise about planned DRC-Rwanda peace agreement

 

[aon]

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.

"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 .

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.....

 

[Carlos Danger]

02 May 2025 --> Doubts arise about planned DRC-Rwanda peace agreement

Nikolas is writing articles from a dystopian future where proofreading has become extinct

 

[Spikerama]

Nikolas is writing articles from a dystopian future where proofreading has become extinct
View attachment 83522

Yes, definitely getting a bit ahead of themselves.

 

[pow4ade]

BlackWater to secure and tax DR Congo’s vast mineral wealth

Erik Prince, a prominent supporter of former US President Donald Trump and the founder of the private military company Blackwater, has entered into an agreement with the Democratic Republic of Cong…

www.military.africa

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.

 

[Frank]

https://x.com/_smogdaddy/status/1917871670179905873

 

[Longunvest]

HC Post ,
ozpolarbear
RIO AGM

I attended the RIO AGM today. Some brief comments below from the AGM pertaining to lithium which may be relevant to AVZ considering the media reports of RIO’s potential interest in Manono.
Please dont rely on these notes in any form whatsoever for your investment decisions as these are just my own personal notes for my own use, which might not be completely accurate.
Please refer to hotcrapper RIO forum, where more relevant and accurate info from other shareholders might be available.

Several comments on lithium made by both Dominic Barton (chairman) and Jakob Stausholm (CEO).

Electricity demand to grow at 6 times pace over coming years (I think 2030 was mentioned)

Much more aluminium, lithium, copper, iron would be needed.

Purchase of Arcadium was a significant moment and we are evolving. Over long term, we find lithium very attractive. Forming a potential world leading business.

Why purchased Arcadium rather than PLS or MIN → We considered demand, asset by asset, etc. and found Arcadium best fit considering assets in Quebec, Argentina, etc. Purchase was small impact on our share price. We want battery grade lithium. Cost curve considered. Argentina – Bolivia-Chile triangle is attractive for lithium. We are looking at it for decades to come and at lower cost curve.

Looking for non CO2 generating energy sources

It is is shareholder long term interest that we decarbonise.

We believe in climate change

Talks already on by car manufacturers of recharging for 500 km in 5 minutes and they are focusing on EVs rather than hydrogen. We are confident about lithium

My comments
RIO in earlier years was a predominantly iron company but also being a lithium shareholder, I was impressed by the fair amount of talk that RIO gave to lithium this year.

Company in my view seems very committed to lithium, not jut for lithium mining but also from the point of view of being one of the major companies committed to decarbonisation.

I got the view that company is looking at lithium from a very long term view and dominating the market – low cost, huge lithium assets (and we all know which asset perfectly fits that description https://hotcrapper.com.au/styles/default/xenforo/clear.pnghttps://hotcrapper.com.au/styles/default/xenforo/clear.png)

I got the view that RIO in coming years aims to be in lithium what it is in iron right now.

B/ Conversation with X

I contemplated bringing up the question of RIO’s potential interest in Manono (media reports) during the AGM but did not out of respect for the proceedings of the RIO AGM, and as a RIO shareholder too.

If negotiations are on, it is very unfair (and naive) to expect any reasonable answer and as a shareholder of RIO, I don’t want to put directors on the spot. Similarly, shareholders of AVZ who expect Nigel to talk about all this and put up announcements would IMO be disappointed for the same reason. You don’t talk much during negotiations – simple!

Nevertheless, I had a brief 1 minute conversation with a very high profile figure of RIO (who I’ll just call “X” for anonymity) and I got a very polite answer but as completely expected, I got nothing conclusive.