AVZ Discussion 2022
- Thread starter GazDix
- Start date
Carlos Danger
Top 20
Unlikely imo
This document is scheduled to be published in the Federal Register on 01/07/2025
DEPARTMENT OF DEFENSE
Office of the Secretary
Notice of Availability of Designation of Chinese Military Companies
AGENCY: Office of the Under Secretary of Defense (Acquisition and Sustainment), Department of Defense.
ACTION: Notice of Chinese military companies operating in the United States.
SUMMARY: The Deputy Secretary of Defense has determined that the entities listed in the SUPPLEMENTARY INFORMATION section of this notice qualify as “Chinese military companies” in accordance with the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021.
SUPPLEMENTARY INFORMATION: Section 1260H of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021 (Pub. L. 116-283) requires the Secretary of Defense to identify and publish a list of “Chinese military companies” annually until December 31, 2030. Paragraph (b)(2) of this section requires the Secretary of Defense to publish the unclassified portion of such list in the Federal Register (FR).
The Deputy Secretary of Defense has determined that the following entities qualify as “Chinese military companies” in accordance with Section 1260H1:
Contemporary Amperex Technology Co., Ltd. (CATL)
Rechnerhand
Regular
Hey Nigel ... just in case you or the Top20 are not happy what Kobold is actually put as a bid on the table show them this alternative very close their home base and in case they say friendly 'Thank you but we want to invest in the DRC' then I would agree they are desperate or forced to get this asset.
" ... These metrics and context entrench the Project as a Tier 1, world-class lithium pegmatite asset. ..." --> Paxxxxx Baxxxxx Mexxxx
" ... These metrics and context entrench the Project as a Tier 1, world-class lithium pegmatite asset. ..." --> Paxxxxx Baxxxxx Mexxxx
Chase
Regular
Love ya Danger thanks mate for all posts but I don't understand this one?
Carlos Danger
Top 20
CATH is half owned by CATL
CATL have been designated by the USA Department of Defence as a Chinese military company
No chance the gringo king does a deal with a Chinese military company which is why KoBold specifically said they didn't want CATH as part of the deal in their letter to Felix in January imo
Frank
Top 20
American energy sector set to invest $100B in battery storage by 2030
Members of the US energy industry has committed to investing $100 billion over the next five years to build and buy American-made batteries for large, utility-scale deployments of battery energy storage systems (BESS).
Executives from the American Clean Power Association (ACP) and several utility company representatives said Tuesday that they were committed to a fivefold increase in active investments that could, according to the Association, lead to 100% American-made BESS projects – but that vision depends on both a streamlined permitting environment and predictable tax and trade policy, the ACP said.
This commitments “demonstrate what success can look like,” said ACP CEO Jason Grumet, adding that many industry players have been waiting in a sort of holding pattern until some long-term clarity develops around Trump’s tariff and trade policies.
“There is a remarkable tension right now between probably the best fundamentals for investment in the energy sector that we’ve seen in a generation and the greatest amount of uncertainty that we’ve seen in a generation.”
Those fundamentals involve rapidly dropping battery costs with increasing density – and that efficiency improvement is coming with reliability, too, Hyundai joining Tesla (and others) in delivering batteries good for hundreds of thousands of miles of driving.
The tension, of course, comes from the fact that most batteries, today, are made in Asia.
Form Energy CEO Mateo Jaramillo says his company sources more than 80% of its battery content in the US and much of the rest from Europe and “non-China Asia.” And, while they’re working to re-shore even more, they remain exposed to heavily tariffed Chinese-made inputs.
Form eventually hopes to source raw iron from US mines in Michigan and Minnesota – and they’re not alone. Executives from other companies spoke up as well:
COVID-era disruptions across the global battery supply chain convinced Fluence that an energy storage market as robust as the United States’ needed a stronger domestic manufacturing base, Fluence Americas President John Zurancik said in the press briefing.
The company’s U.S. investments are now bearing fruit as it expects to deliver its first U.S.-made lithium-iron-phosphate, or LFP, batteries this week for deployment later this year, he said.
Like Fluence, LG Energy Solution Vertech expects to significantly expand its U.S. manufacturing operations in 2025 and 2026.
The South Korean battery powerhouse will adapt existing production lines at its Holland, Michigan, factory to deliver 16.5 GWh of stationary storage batteries this year and add 11 GWh of new capacity in 2026, its CEO said in a statement provided by ACP.
Even industry stalwarts like Wärtsilä have begun sourcing components for the container-based Quantum 3 BESS system we covered last summer from a geographically diverse set of suppliers, with manufacturing capacity across different regions of North America, Asia, and Europe.
This should enable the company’s customers to take advantage of any local tax incentives while avoiding the kind of tariffs impacting global battery markets.
The ACP’s announcement adds about $85 billion to a set of “active investments” worth $10 billion to $15 billion, executives with the trade group said in a press briefing.
Electrek’s Take
Battery energy storage just makes sense – and it’s being leveraged in smart ways by companies like Zenobē, who are using smart BESS deployments to help hold down ratepayer costs while improving grid resilience and reliability.Volvo, too, is working to develop rapidly deployable BESS solutions that can support temporary job sites and disaster relief efforts.
Then there’s the rich people.
Located in Abu Dhabi, the world’s largest storage project will feature a 5.2 GW solar PV plant coupled with a 19 gigawatt-hour (GWh) BESS.
You can check that out here, then let us know what you think of all these projects in the comments.
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Dave Evans
Regular
Just to add to what @Carlos Danger said, I believe the US previously said they were putting sanctions on CATL for supplying critical minerals to China’s military
The other comments I’ve been holding onto and struggling not to put out there are that from all the information put out by KoBold, Bloomberg, Reuters, The Australian and nearly every other media source and announcement I’ve read, I wouldn’t be surprised if
1) AVZ has already stuck the deal with KoBold
2) They’re waiting for the fat fuckwit to say he will grant the ML to KoBold (and he’s waiting for AVZ to drop arbitration)
3) As posted (then deleted) in The Australian newspaper…. KoBold offering US$1.5b plus royalties plus compensation for the north. I believe The Australian was the first media source to mention that Zijin keep the north
4) US$1.5b = AU$2.3b which I believe was roughly what was thrown around at the last AGM. That equates to around AU$0.66c a share. Perhaps this is why Jens is throwing low-ball posts out on X.
I’d be filthy if this was the case. Royalties from KoBold would have to more than match fair value given its future earnings, and compensation for the north would have to be at least US$1.5b on top of the other offers.
We know when AVZ challenged Jin Cheng’s purchase of 15% of Dathcom in the ICC, Zijin themselves put a value on our project of US$5.6b. That’s AU$2.45 per share and that’s before the resource increased by 47% to 842Mt.
And any compensation for the north would have to come originally from Zijin and would have to be guaranteed because we know they are corrupt liars.
As far as KoBold goes, we know they’re not miners so I’m expecting they will form a joint venture with Rio Tinto.
Thats why I believe shareholders shouldn’t accept any low-ball offers. The DRC are desperate for security against Rwanda backed M23 rebels, KoBold is desperate for Manono and the US is desperate for DRC critical minerals. The only ones who shouldn’t be desperate now are us, we’ve waited three years for this ICSID case to start and now we’re only 18 days away
I know others might disagree, the above may just be a starting point and are just my opinions based on what I’ve read, the fact I don’t have 53million shares and wouldn’t accept any low-ball takeover offers
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David Krappenschitz
Regular
I know any opinions shared here ultimately probably won't mean shit, and I do trust that management will get the best outcome they can possibly get.
That being said $0.66c is crap. Given that as you put it, Zijin put a value of US $5.6B, and AVZ in total put US $10B, and August Cohen on X stating he thought fair value to AVZ would be US$5-7.5B.... to end up with US$1.5B or $0.66c would be getting completely shafted.
I would like to think that when Kobold say 'fair value' in their release they actually mean fair value, they know the value of the resource and have the pockets to pay up. But the voices of some prominent SHs seem to suggest to prepare for a lower buyout.
Mixed feelings atm. I can't wait for this shit to be over, but man $0.66c... to me fair value is like 3x that at least, circa $2+
gltah
Spikerama
Regular
For fuck sake. Stop quoting fucking prices!!!
David Krappenschitz
Regular
Spikerama
Regular
Better
After being on the wagon for so long you will be out in 30 mins
DiscoDanNZ
Regular
I was thinking more the DRC pineapple is Felix the Cat but his
is a pineapple but yeah that's probably close enough 
What a difference a year makes......
Dates for these images can be seen in the top left corner. "Our" camp in the top most edge of the image
Huge amount of earthworks to the south of the Camp in Manono. Seems to show a levee of some type, maybe a runway to fly the paper bags out?
I think the pin that says "Institute Tukankamanei" has been placed in error.
Dates for these images can be seen in the top left corner. "Our" camp in the top most edge of the image
Huge amount of earthworks to the south of the Camp in Manono. Seems to show a levee of some type, maybe a runway to fly the paper bags out?
I think the pin that says "Institute Tukankamanei" has been placed in error.
Mute22
Regular
Makes my blood fucking boil.
We should be shipping the product by now.
Must.. not... post... feelings... on X...
Do we us small shareholders have a choice in the matter or we just here for the ride??
Makes my blood fucking boil.
We should be shipping the product by now.
Must.. not... post... feelings... on X...
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