AVZ Discussion 2022

[Skar]

KoBold throwing in risk factors to justify any low-ball offer. Compare the risk factors they list above to what’s been proposed by the US - DRC Minerals Deal and work out yourselves if you think KoBold’s risks are bullshit. Here’s my views

Political stability: A bullshit excuse when the US is paying Erik Prince to ensure security in the east of the country

Infrastructure limitations: More bullshit when the US deal includes infrastructure and the Lobito corridor

Regulatory uncertainty: More bullshit when part of an agreement includes regulatory certainty

Legal resolution: More bullshit when AVZ has so many ICC and ICSID rulings in its favour

Market volatility: More bullshit when lithium prices are at their lowest and demand is set to multiply

Chinese competition: This one is fucken laughable when they are proposing to give Zijin the north

Community relations: Probably best to refer this point to Zijin bribing the local chief

My read on it is different, Kobold are probably going to need raise capital, its not like Bezos will self fund the acquisition. I think this is more a presales wet the appetite for American investors.

So... while it would be advantageous for AVZ to exit, they are cashed up and can see through any legal disputes now, right into the peak resurgence of the next lithium bull run, where as they acknowledge its massively in DRC/US interests for quick resolution and production (target 2028)... very favourable for our negotiations "shit or get off the pot" deal making.

We all know how good the asset is thats why we are here, Kobold also seem to acknowledge it (its pure porn for their AI mineral targeting technology). I dunno, we have come this far, lets just see how talks go... if it all falls apart management can resume legal challenges as necessary.

 

[whales]

On the one hand it seems like good news, on the other hand Zijin gets the north (including CDL and our camp with the core library), we suspend ICSID arbitration, and KoBold comes in taking all the credit while acquiescing to the fat thief, and until we know different KoBold isn’t offering us anything substantial

Some here already suggested we would lose the north and the ICSID case would be suspended, and while this announcement regarding a settlement should be an occasion for celebration, it doesn’t feel like that to me

Most likely the fat thief said to KoBold, I’ll sign the license over to you if you force AVZ to drop the ICSID arbitration and stop their shareholders exposing my corruption, then I can go on lying to the people of the DRC and not have my record of corruption made public to the whole world through the ICSID

I’m just disappointed that we were finally in the position of a major legal win and now we suspend the ICSID case. As far as shareholders comments affecting negotiations, that’s bullshit, and seeing we have no sway in the negotiations there’s no reason we should be locked out of commenting as well

I put over half a million dollars into AVZ so KoBold, the fat idiot and anyone else who doesn’t want shareholders to comment can just put us on ignore, because it’s not going to happen


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My read on it is different, Kobold are probably going to need raise capital, its not like Bezos will self fund the acquisition. I think this is more a presales wet the appetite for American investors.

So... while it would be advantageous for AVZ to exit, they are cashed up and can see through any legal disputes now, right into the peak resurgence of the next lithium bull run, where as they acknowledge its massively in DRC/US interests for quick resolution and production (target 2028)... very favourable for our negotiations "shit or get off the pot" deal making.

We all know how good the asset is thats why we are here, Kobold also seem to acknowledge it (its pure porn for their AI mineral targeting technology). I dunno, we have come this far, lets just see how talks go... if it all falls apart management can resume legal challenges as necessary.

The return on investment for lithium and tin after 3 years of production out of Manono more than covers AVZ T/O .
IMO Kobold wants the fair negotiated value to be acceptable to AVZ
Also TRUMP needs to be seen win win in the DRC
The LOBITO investment needs MANONO
I am confident in NF for a very good deal.

 

[Rechnerhand]

What actually is the basis for Kobold to evaluate AVZ's binding interests in Manono project and at which size? --> 60, 75, 90% ... complete 13359 or partial ... or are they talking about the Manono Extension project ... Depending on this Kobold or whoever is just able to quantify a bid.

Kobold is no miner - for DRC this is a door opener but no solid base that material can be value added locally. Kobold will just develop the project.

They still call it 'Manono Lithium deposit' ... not mentioning it in the original version ... they forgot the Tin.

Who are 'AVZ development' partner they will work with cooperatively? ... Cominiere?

This all is at the same level of 'Declaration of Principles' between DRC and Rwanda. JMO

 

[lellep]

IMO Rio Tinto will not be left out of the equation. Kobold dont have the experience or equipment to develop Manono. They would need to partner up with a miner with experience, such as Rio or Lyten with Rio being the obviouse choice due to their past experience with "difficult political juristictions". I also believe the North will be settled in a seperate deal with Zijin, possibly including cath? The DRC wont dare to piss off China.

I think Nigel is just as exhausted as we are, probably even more after all of the false promises and travelling around the world the past three years.
I find it hard to believe he wants to continue mining somewhere else after this!

Great job Nigel and the team for getting us this far!

Now the only question remains: What is a fair price for AVZ's 75% interest in Manono?

 

[PhatCatz]

IMO Rio Tinto will not be left out of the equation. Kobold dont have the experience or equipment to develop Manono. They would need to partner up with a miner with experience, such as Rio or Lyten with Rio being the obviouse choice due to their past experience with "difficult political juristictions". I also believe the North will be settled in a seperate deal with Zijin, possibly including cath? The DRC wont dare to piss off China.

I think Nigel is just as exhausted as we are, probably even more after all of the false promises and travelling around the world the past three years.
I find it hard to believe he wants to continue mining somewhere else after this!

Great job Nigel and the team for getting us this far!

Now the only question remains: What is a fair price for AVZ's 75% interest in Manono?

Knowing our luck KoBold TO AVZ, and then immediately flip 25% of the holding to Rio for the price they paid acquiring us… just our fucking luck that will happen.

 

[Frank]

Honestly Dave...I don't think Nigel wants to go on after this saga. He is most probably looking forward to a happy retirement with his family and the $$$ of his 51 million shares. He will most probably do the best to avoid a massive tax bill and will act accordingly in our interest...
Good luck everybody

He will probably need most of those $$$$$ to spend on a Therapist

Just to get over / recover from this "Shit Show" imo

Three Volumes of Shit over 3 Yrs = Volumes of Therapy for all of us ( Especially Nigel )

 

[Mouthpiecenomnom]

I want to toss out the idea of getting a small piece of Kobold shares as a possibility.

Think of the value of those shares in 5 or ten years. Incredible potential with A-list financial backers!

 

[Yaseen]

Wonder how Mr.Pei is feeling? That's what he gets for trying to do us over in the first place. Maybe CATH would like to make a bigger offer now for the full 75% instead (minus the American security)

Wonder if the arabs are still sniffing us out

Come on Kobold show us the money, so we can see if there's anyone else waiting to out bid you, Yes, I know it will take time to fine tune any deal given our circumstances, but a bidding war is what we want to see to push Kobolds initial (no doubt opportunistic low offer) shitty offer off the table.

 

[Goat]

The Kobold offer is going to be cents on the dollar in the current environment and proceedings. There is no way they're going to say to AVZ "sure, we'll pay you the $10B you think it's worth".
The only way the offer will be fair value is if Felix the pussycat personally signs a decree granting the ML and a clear path forward co-signed by one of Donald Trumps delegates with military backing. Anything else is not worth chicken shit.
ICSID retraction would be business suicide, I'm pretty sure Nigel aint stupid.

 

[Small Trader]

This all sounds quite positive, but I can't imagine Nigel accepting poor compensation in favour of a much-anticipated end to this odyssey.

The ICSID procedure is currently AVZ's strongest and only legal lever to regain its full rights!

As long as there is no watertight deal that protects the interests of the shareholders, the ICSID proceedings should not be stopped. It is the best safeguard against a rotten compromise.
Felix has ripped us off for years, why should he act differently now?

 

[wombat74]

The Kobold offer is going to be cents on the dollar in the current environment and proceedings. There is no way they're going to say to AVZ "sure, we'll pay you the $10B you think it's worth".
The only way the offer will be fair value is if Felix the pussycat personally signs a decree granting the ML and a clear path forward co-signed by one of Donald Trumps delegates with military backing. Anything is not worth chicken shit.
ICSID retraction would be business suicide, I'm pretty sure Nigel aint stupid.

50% discount . $5Bil USD . Call it $4Bil USD and ride on Bezos's Rocket Penis . I won't go just in case the f--ken thing blows up , but for the rest of you it's a chance of a life time .

 

[Xerof]

US6.2b

 

[Dave Evans]

My read on it is different, Kobold are probably going to need raise capital, its not like Bezos will self fund the acquisition. I think this is more a presales wet the appetite for American investors.

So... while it would be advantageous for AVZ to exit, they are cashed up and can see through any legal disputes now, right into the peak resurgence of the next lithium bull run, where as they acknowledge its massively in DRC/US interests for quick resolution and production (target 2028)... very favourable for our negotiations "shit or get off the pot" deal making.

We all know how good the asset is thats why we are here, Kobold also seem to acknowledge it (its pure porn for their AI mineral targeting technology). I dunno, we have come this far, lets just see how talks go... if it all falls apart management can resume legal challenges as necessary.

The return on investment for lithium and tin after 3 years of production out of Manono more than covers AVZ T/O .
IMO Kobold wants the fair negotiated value to be acceptable to AVZ
Also TRUMP needs to be seen win win in the DRC
The LOBITO investment needs MANONO
I am confident in NF for a very good deal.

What actually is the basis for Kobold to evaluate AVZ's binding interests in Manono project and at which size? --> 60, 75, 90% ... complete 13359 or partial ... or are they talking about the Manono Extension project ... Depending on this Kobold or whoever is just able to quantify a bid.

Kobold is no miner - for DRC this is a door opener but no solid base that material can be value added locally. Kobold will just develop the project.

They still call it 'Manono Lithium deposit' ... not mentioning it in the original version ... they forgot the Tin.

Who are 'AVZ development' partner they will work with cooperatively? ... Cominiere?

This all is at the same level of 'Declaration of Principles' between DRC and Rwanda. JMO

This is the kind of cash that KoBold can associate with (not including the other investors they have recently mentioned)

Jack Ma worth US$28 billion
Bill Gates worth US$107 billion
Jeff Bezos worth US$211 billion
BHP worth AU$190 billion
RIO worth US$102 billion
Elon Musk worth US$327 billion

Total = Around $1 trillion

I think AVZ’s 75% ownership is still to be proven in the ICC which could take some time and I wouldn’t be surprised if KoBold use this as another excuse for a discount as well as wanting AVZ to sign a deal before the ICC proves beyond doubt our full ownership of 75% of Dathcom

I also suspect they will get the fat thief to sign the agreement as quick as possible so they can move fast with a negotiated offer. I personally wouldn’t lose any sleep if the fat idiot’s plane went down on the way to the US for the signing. For three years I’ve stayed positive and for some reason KoBold comes along and I just don’t trust them

Time for me to drop a few mercyndol and neurophen plus so I can sign off here and hopefully not look at TSE again at least until tomorrow. Pity your not here to mix me a few of your famous 2 litre jug mixes of margaritas to wash them down @Xerof

 

[Samus]

Kobold can say whatever they want, I'm sure I won't be the only shareholder who'll be happy to leave some money in the AVZ coffers to sue the fuck out of zijin for damages. Fuck those lowlife Chinese assholes to hell and back.

 

[Xerof]

@Dave Evans

Mate, I’m battling a bad dose of Covid, which I have duly handed over to my wife despite precautions. Been 10 days now and still reeling from it. Bastard. Got it 2 days after getting back from Dubai, so possibly a strain not covered by recent vax.

Rest assured I’ll be back on the Margherita bandwagon soon enough.

I can see the situation is going to be analysed to death for the next couple of months, so I might stay in bed for the duration

In Nige we trust

I see Shane is having psychotic episodes on X - needs some Li

 

[Carlos Danger]

US6.2b

 

[Pokok]

@Dave Evans

Mate, I’m battling a bad dose of Covid, which I have duly handed over to my wife despite precautions. Been 10 days now and still reeling from it. Bastard. Got it 2 days after getting back from Dubai, so possibly a strain not covered by recent vax.

Rest assured I’ll be back on the Margherita bandwagon soon enough.

I can see the situation is going to be analysed to death for the next couple of months, so I might stay in bed for the duration

In Nige we trust

I see Shane is having psychotic episodes on X - needs some Li

Quick recovery

 

[Mute22]

No simultaneous announcement from our management with Kobold just dropping this on Linkedin is kind of bonkers.

Assuming all hands of the skeleton crew are on deck 24/7 right now, which I am more than ok with.

 

[Yaseen]

kobold can suck arse if they're looking for a discount for risk. They're literally coming in under a minerals for security deal, if you ask me that should add another.......$12, If we were worth circa $US6,5b which factored in the risk, then we are now worth more to any American company, not less, so dig deep in those big pockets boys

None of this $1p/s bs, minimum needs to be about ATH plus royalties or plus some Kobold shares

 

[Skar]

This is the kind of cash that KoBold can associate with (not including the other investors they have recently mentioned)

Jack Ma worth US$28 billion
Bill Gates worth US$107 billion
Jeff Bezos worth US$211 billion
BHP worth AU$190 billion
RIO worth US$102 billion
Elon Musk worth US$327 billion

Total = Around $1 trillion

I think AVZ’s 75% ownership is still to be proven in the ICC which could take some time and I wouldn’t be surprised if KoBold use this as another excuse for a discount as well as wanting AVZ to sign a deal before the ICC proves beyond doubt our full ownership of 75% of Dathcom

I also suspect they will get the fat thief to sign the agreement as quick as possible so they can move fast with a negotiated offer. I personally wouldn’t lose any sleep if the fat idiot’s plane went down on the way to the US for the signing. For three years I’ve stayed positive and for some reason KoBold comes along and I just don’t trust them

Time for me to drop a few mercyndol and neurophen plus so I can sign off here and hopefully not look at TSE again at least until tomorrow. Pity your not here to mix me a few of your famous 2 litre jug mixes of margaritas to wash them down @Xerof

So AVZ was/is prepared to go the distance with Cath's backing to get a mine (and have the plan). Its Kobold / US / DRC that are advocating for a quick/quiet exit. AVZ are willing to do whats right and legally defend our rights (and we raised the funds to do it), not whats quick BUT AVZ are willing to do whats quick if its in the interest of shareholders. They know what we have, they are the guys that measured it, that built it, that did all the work and then got sidelined by "circumstances".

Basically what is playing out now is what SHOULD have played out 4 years ago when China was the only game in town and the US was asleep at the wheel on critical mineral supply, US have FINALLY woken up and I think we are about to see just what US overkill is. Remember there is hundreds of billions of dollars in Manono and many TRILLIONS at stake in Africa, we are the ones being woo'd away from Cath/CATL and over to the US.