AVZ Discussion 2022

[PhatCatz]

.... Kobold specifically have said as part of their proposed deal, they don't want to antagonise China and will compensate AVZ for ANY lost stake (Bezos, Gates etc have interests in China- Bezos took a very anti-trump stance on the Tarriff situation so its not like the US is one uniform entity without its own internal politics either, thats why I say Kobold are ONE potential way forward). In exchange Kobold have asked AVZ to agree to a framework... AVZ have agreed AND publicly stated its a non-binding framework. If AVZ management decide the framework has not led to an attractive position for SH, it doesn't have to proceed. Kobold obviously feel they can get to a place where all parties are happy.... given the project economics I do too (thats why I think SP guesses or premature accusations of low ball offers are not yet warranted).

What I assume this will all mean is once all the details are worked out, we will be made aware of a potential plan. Until then we are all just reading tea leaves on this one. What people do not realise though is AVZ while massive to us, is a little pebble of value in the grand ambitions of the players discussing things now, TRILLIONS of dollars for the them vs a few billion +/- on this deal is not going to get them out of Africa (maybe out of Manono until its more attractive to commit the capital but as long as their is value in it for them, they will pay).

That last part is where my mind is at but maybe in a slightly different view. The minerals security pact or whatever you want to call is is for DRC commodities not Manono specifically. Some discussions on here (at least the feeling I get) is that the whole minerals for security deal is based on Manono alone.

The pact will go ahead with or without a Manono so the “it as to go to USA under the security deal” is a BIG call and I feel as you stated in the grand scheme of things Manono whilst huge isn’t the be all and end all in the DRC. It’s a fraction of mineral wealth.

I’d rather we mine this but that will be difficult, second option would be to sell this to the highest bidder no matter who they are.

 

[Doc]

I previously asked but can anyone explain the steps AFTER they get and accept an offer?

How are you all guaranteed to get that money?

Can AVZ not just have those funds and use them as they like?

“you all” you like to ask questions for a non holder

 

[j19]

$1 aud plus. Stop with the 40c talk. None of the large holders pushing for 40c.

 

[Runningmate]

“you all” you like to ask questions for a non holder

I’ve been a holder for many years and still have shares, I’m hoping it gets an amazing offer just as much as anyone else.

No negativity here

I’m simply asking a question that no one is answering? Maybe I’m just soo stupid and ignorant of this and its obvious but if so please someone explain ?

What happens next after the payment of accepted by AVZ
?

 

[Samus]

AVZ Warriors,

I realise that it has been a long road for everyone, financially and mentally and I have the greatest sympathy for all sufferers. For instance, I have had to sell assets to keep me and the misses afloat and we are starting to run on fumes. While the ICSID option sounds good($10 billion) it will not give you the desired result. For one, it will be a long road(years) and I bet you London to a brick on that you are not going to get money out of a broke DRC. We are just fortunate that the Trump administration has realised the importance of securing critical minerals and preventing China owning them and dominating the supply chain and price, and our unique mammoth once in a lifetime deposit is right in their cross hairs. Therefore I think the Kobold offer and any other American interest(a non-binding interest can bring other bidders) is a God send and I would gladly take the offer knowing that this really is the only way out. From what I understand in articles we could be looking at weeks to a few months when all is signed.

How great would that be for long suffering holders considering we have had to wait 3 years!

Bison is right to say we do not know the Kobold offer so why presume anything......but I will say this:

The price of lithium has fallen dramatically since the boom as you can see in the share price of our competitors; it is a buyers market. Sohh....as much as we have the largest deposit globally the lithium price must be considered, the fact we do not have a mine yet, as well as a discount for sovereign risk. I am just being realistic and think this is honestly our only option, and who knows what the price will be.

Sincerely, M8

Hi mining8, sounds like you've gone from being one of the biggest AVZ pumpers off all time to softening up like Jens because times are a little bit tough.
ICSID is good leverage for negotiations and should help establish a baseline. Those DRC scum shouldn't get away with their rampant corruption and at least if something 'else' goes wrong we've got the backup that the world bank can try to recover our damages.
DRC agreements are worth a piece of piss, that's the biggest lesson we've learned.

 

[aon]

That last part is where my mind is at but maybe in a slightly different view. The minerals security pact or whatever you want to call is is for DRC commodities not Manono specifically. Some discussions on here (at least the feeling I get) is that the whole minerals for security deal is based on Manono alone.

The pact will go ahead with or without a Manono so the “it as to go to USA under the security deal” is a BIG call and I feel as you stated in the grand scheme of things Manono whilst huge isn’t the be all and end all in the DRC. It’s a fraction of mineral wealth.

I’d rather we mine this but that will be difficult, second option would be to sell this to the highest bidder no matter who they are.

Anyone suggesting a low ball offer as acceptable (imo) be it here (TSE), on X, or HC for that matter, is a traitor to the cause; the message needs to stay on point, any offer below Fair Compensation for all AVZ investors is unacceptable, end of. Sure, if it's just to get the ball rolling fine, however, stop telling us all how tough it is at this time for the lith sector, no one gives a fg toss, that its tough at this time, all potential buyers will be buying this for the future, the next 30+ years!

 

[Xerof]

I’ve been a holder for many years and still have shares, I’m hoping it gets an amazing offer just as much as anyone else.

No negativity here

I’m simply asking a question that no one is answering? Maybe I’m just soo stupid and ignorant of this and its obvious but if so please someone explain ?

What happens next after the payment of accepted by AVZ
?

Horses and carts come to mind

Too soon mate, leave it until there is something on paper to chew on, and all will be revealed

 

[cruiser51]

I’ve been a holder for many years and still have shares, I’m hoping it gets an amazing offer just as much as anyone else.

No negativity here

I’m simply asking a question that no one is answering? Maybe I’m just soo stupid and ignorant of this and its obvious but if so please someone explain ?

What happens next after the payment of accepted by AVZ
?

We wait till the money is in the bank and after that invite Nigel for a piss up.

 

[DMasonic]

1. Watch the status of the ICSID case. If and when AVZ actually do suspend the case it will be a strong signal that an agreement has been reached, including a sale price.
2. Hopefully any agreement includes a waiver of capital gains tax by the DRC government. It would be untenable for the DRC to benefit from their corrupt activities that forced AVZ to sell.
3. It really annoys me that Zijin may benefit from their corrupt activities. They should be contributing to the AVZ payout.
4. We wait.

 

[Spikerama]

Anyone suggesting a low ball offer as acceptable (imo) be it here (TSE), on X, or HC for that matter, is a traitor to the cause; the message needs to stay on point, any offer below Fair Compensation for all AVZ investors is unacceptable, end of. Sure, if it's just to get the ball rolling fine, however, stop telling us all how tough it is at this time for the lith sector, no one gives a fg toss, that its tough at this time, all potential buyers will be buying this for the future, the next 30+ years!

Exactly this.

That's why I reckon anyone quoting prices... any price (apart from the meme of $12) is a traitor because all you are doing is sentiment signaling; which is only helpful to a buyer testing for softness. Same as downward pressure in trading. Price testing basically. Weak hands. All that shit. Fuck, you guys should know all this better than me.

Point being, if you are ok will a shit outcome as in cents in a dollar, why do you have to call it from the roof tops or spooge it all over the social apps? The truthful answer is you don't. You just have to shut up and wait and see how low it turns out. Right?

So then, what's the real reason you are shopping out lowball prices?

 

[Samus]

$1 aud plus. Stop with the 40c talk. None of the large holders pushing for 40c.

Stop with the fucking $1 talk!

MINIMUM!

 

[DiscoDanNZ]

Exactly this.

That's why I reckon anyone quoting prices (apart from the meme of $12) is a traitor because all you are doing is sentiment signaling; which is only helpful to a buyer testing for softness. Same as downward pressure on trading. Price testing basically. Weak hands. All that shit. Fuck you guys should know all this better than me.

Point being, if you are ok will a shit outcome as in cents in a dollar, why do you have to call it from the roof tops or spooge it all over the social apps? The truthful answer is you don't. You just have to shut up and wait and see how low it turns out.

$12 can buy many $2 parties

 

[tonster66]

$12 it is

 

[Spikerama]

$12 can buy many $2 parties

It can also buy many $2 panties.

 

[Flight996]

Think it's not happening?...think again.

Ref: https://www.africaintelligence.com/...-contract,110446801-bre?cxt=PUB&did=110249983

Cheers
F

 

[Skar]

Think it's not happening?...think again.

View attachment 84314
Ref: https://www.africaintelligence.com/central-africa/2025/05/12/blackwater-s-erik-prince-hiring-former-french-soldiers-for-security-contract,110446801-bre?cxt=PUB&did=110249983

Cheers
F

Gee.... I wonder if any other nations will jump on board the US bandwagon of trying to derisk mineral investment to compete with China...

G7 Cooperation to De-Risk Minerals Investments in the Global South

The G7 must act decisively on critical minerals security at this year’s summit. Establishing a dedicated G7 investment fund could unlock high-priority projects, de-risk investments, and catalyze private capital—strengthening supply chains and reducing key vulnerabilities.

www.csis.org

 

[Yaseen]

These 'mofo billionaires' became so while reducing their risk over time to lose more then ... you know the end.
They want this resource ... sure, no doubt about it. So what? But they will not want to have it w/o any securities while spent their names and trademark (and for shareholders interest). DRC is a business battleground.

It is not the fault of a potential investor what the situation is these days. They act like anyone else of us would do when we see a good risk reward ratio but don't want to lose even more or going the same bad trip as the former owner did.

They're getting it with their 'security for minerals' deal, so that's a moot point once its signed. They can cry about the risk all they like, but it's a bs ruse when they're waiting for a 'security for minerals' deal to be implemented before handing over the cash, so if they dont offer 'fair value' and 'partial compensation' (their words, not ours) then it's no deal. They can go take advantage of the next mug

 

[Spikerama]

They're getting it with their 'security for minerals' deal, so that's a mute point once its signed. They can cry about the risk all they like, but it's a bs ruse when they're waiting for a 'security for minerals' deal to be implemented before handing over the cash, so if they dont offer 'fair value' and 'partial compensation' (their words, not ours) then it's no deal. They can go take advantage of the next mug

Moot point, not "mute point"

 

[PhatCatz]

If the sub 5 bucks calls are true. it will be a bitter pill to swallow getting reamed by so called allies. China we could understand. It’s how they operate. But from the US. Cuts deep man.

Albo and Penny won’t say shit. Yet be the first with hands out collecting tax when/if this ever sells.

 

[Yaseen]

Moot point, not "mute point"

that too