AVZ Discussion 2022

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

It’s amazing what saving bits of information here and there can lead to. Here I was going back through a few notes and I came across the article written in The Australian that was later deleted. It was written by Brad Thompson, The Australian’s mining reporter 👇

IMG_9289.jpeg

Going by the article, the author and the relationship between Rupert Murdoch, Michael Bloomberg and KoBold, it seems KoBold came in with an initial very very low-ball offer.

Here’s the full article 👇

Perth-based AVZ Minerals’ Congo lithium hopes hinge on US envoy’s talks​

Brad Thompson

AVZ and KoBold representatives want to nail down a deal on the future of the southern portion of the Manono deposit from the talks starting on Tuesday.

If all goes well, AVZ could on-sell the Manono interest for up to $US1.5bn ($2.38bn) plus a royalty. But there is no assurance of any outcome, favourable or otherwise.

A deal will depend on the US standing up for AVZ’s legal claim over Manono, which AVZ has separately tried to assert through international justice. It is understood California-based KoBold wants to see AVZ “appropriately compensated” for Manono.

The US has indicated it is willing to back AVZ retrieving the southern licence to minimise antagonising China.

KoBold first cast its eye over the southern part of the deposit last October. It was invited to assess the disputed project by DRC-owned mining company Cominiere, which is involved in a legal battle over the asset with AVZ.

The US wants any sale by AVZ to not be complicated by residual links to China’s CATL – the world’s biggest electric vehicle battery manufacturer, which in January provided $20m in funding to AVZ to help the company finance the legal battle for Manono. It is understood both the US and KoBold favour a change of ownership based on the DRC and AVZ discontinuing legal action.


From the article above we can see the following

1) KoBold came in with even a lower low-ball offer than we gave them credit for

2) Cominiere invited KoBold to illegally trespass on our camp

3) The US wants us and the DRC to drop all arbitration when we have won all cases

I hope this makes shareholders even more determined to bring on the ICSID arbitration and Nigel more determined to get us a fair price
 
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JAG

Top 20
Amazing what saving bits of information can lead to? Ok, but how so in this case? Amazing that it leads you to reshare and rehash an old article that was widely discussed in late March?

Is this you discovering about the reported $US1.5b offer for the first time? Have you been asleep all this time or just under the influence tonight lol? Come on Dave. Get sober 😭😂😂😂😂
Fuck off Shane!!!!!
 
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JNRB

Regular
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Samus

Top 20
Fuck off Celestine Kibeya!!!!

Is that how you do it? Is that how you get on board this brain-dead, moron trend of accusing random posters of being detractors and getting it totally wrong?
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JAG

Top 20
Fuck off Celestine Kibeya!!!!

Is that how you do it? Is that how you get on board this brain-dead, moron trend of accusing random posters of being detractors and getting it totally wrong?
Finger Shut Up GIF by Cody Simpson
 
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JAG

Top 20
Says it all!!! Bye bye

F0B30372-AB2C-42A2-8D21-B210BDE1A586.jpeg
 
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Samus

Top 20
Oh, good one Lisette Kabanga. We all know it's you 😂😂😂

Am I doing it right? 😭😂😂
Never takes long for the troll to come out with you blow-ins!
 
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cruiser51

Top 20
Stop, take a breath and use your brain.

Let me put it to you like this. If you guessed my identity correctly with such limited information then you are MUCH more clever than what I am.

If you got it totally wrong then you are much dumber than what I am. I suppose I am the only one that knows for sure lol 😉
Oh noooo
It's the winker!!!!
 
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"...once the ink dries on the contract..."

The sort of language you use when things are pretty far progressed.
Deal is done imo

KoBold aren’t putting out an announcement titled ‘KoBold Metals to Acquire AVZ's Interests in the Manono Lithium Deposit in DRC’ with a document signed by Nigel that says that they and AVZ are ‘working with all possible speed to conclude the commercial agreement’ unless valuation negotiations are complete

The $6.2b USD question is what is the price
 
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BRICK

Where’s Zeebot 😶‍🌫️
Stop, take a breath and use your brain.

Let me put it to you like this. If you guessed my identity correctly with such limited information then you are MUCH more clever than what I am.

If you got it totally wrong then you are much dumber than what I am. I suppose I am the only one that knows for sure lol 😉
Is that you hoots?
 
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JohnJoyce

Regular
You could tell in old mates voice that the deal was done. Matter of time
 
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PhatCatz

Regular
Deal is done imo

KoBold aren’t putting out an announcement titled ‘KoBold Metals to Acquire AVZ's Interests in the Manono Lithium Deposit in DRC’ with a document signed by Nigel that says that they and AVZ are ‘working with all possible speed to conclude the commercial agreement’ unless valuation negotiations are complete

The $6.2b USD question is what is the price
You reckon? If you take the KoBold announcement in face value I’d agree. But AVZ released a follow up that was fairly clear a move setting up guardrails with clear mentions of non binding agreement.

I think KoBold were using its media sway to assert pressure on the AVZ board and DRC Government for self interest reasons. The good old “you’re so close to the holy grail all you have to do is reach out and grab it” temptation move. I think Nigel and board have taken it on board, Processed it, and keeping quiet as they negotiate further. They ain’t gonna bend over at the 12th hour when AVZ hand is the strongest it’s ever been!
 
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Papst

Member
While royalties could definetly materialise in a more appropiate compensation for our investment, I somehow don't feel comfortable making such deal with Kobold. They might just sell our deposit even further and we end up with roalties from Kobold but not from the Manono deposit?
Anyway, just jumping after shadows at this point in time...
 

hedrox

Regular
You reckon? If you take the KoBold announcement in face value I’d agree. But AVZ released a follow up that was fairly clear a move setting up guardrails with clear mentions of non binding agreement.

I think KoBold were using its media sway to assert pressure on the AVZ board and DRC Government for self interest reasons. The good old “you’re so close to the holy grail all you have to do is reach out and grab it” temptation move. I think Nigel and board have taken it on board, Processed it, and keeping quiet as they negotiate further. They ain’t gonna bend over at the 12th hour when AVZ hand is the strongest it’s ever been!
Who said that Nigel is not in contact with Mr Pei as well. Nigel wouldn't talk about that in public I guess. ..
But this could be a reason that the negotiations between Kobold and AVZ are not binding.
I still believe their is more interest in Manano then we know of...imo
 
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Frank

Top 20
1747404019872.png

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*To remind,

Trump senior Africa adviser discussed peace plan with Rwanda, Congo leaders

President Donald Trump's senior adviser for Africa said on Thursday he spoke with the presidents of Rwanda and Democratic Republic of Congo about a draft peace deal this week, as Washington seeks to end a decades-long conflict in the region.

The United States is awaiting final feedback due this weekend from Rwanda and Congo on the draft agreement, Massad Boulos told Reuters in an interview in Washington.

The Trump administration, which has sought to strike peace accords in multiple regions and prioritized U.S. access to critical minerals, has been seeking to end the conflict in a region rich in tantalum, gold, cobalt, copper and lithium.

He added that there may still be amendments, but he hopes it can be concluded in coming weeks.


1747404940943.png



Tick Tock.gif
 
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Winenut

GO AVZ!!!!
Looking forward to the weirdos moving on over the weekend so we can get back to discussing AVZ in a reasonable fashion

Man there's some emerged nut jobs on the scene lately.......

Wonder what that means????.....:unsure:
 
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You reckon? If you take the KoBold announcement in face value I’d agree. But AVZ released a follow up that was fairly clear a move setting up guardrails with clear mentions of non binding agreement.

I think KoBold were using its media sway to assert pressure on the AVZ board and DRC Government for self interest reasons. The good old “you’re so close to the holy grail all you have to do is reach out and grab it” temptation move. I think Nigel and board have taken it on board, Processed it, and keeping quiet as they negotiate further. They ain’t gonna bend over at the 12th hour when AVZ hand is the strongest it’s ever been!
Who said that Nigel is not in contact with Mr Pei as well. Nigel wouldn't talk about that in public I guess. ..
But this could be a reason that the negotiations between Kobold and AVZ are not binding.
I still believe their is more interest in Manano then we know of...imo
KoBold would be absolute morons to put out that announcement unless valuation was agreed

There’s still a lot of regulatory water to go under the bridge and the potential of a higher offer by another party which is why it is non-binding. The key issues are obviously Dathomir 15% and FROR 15% to keep Omni Brideway at bay if the price is below all time high. Also the fat cat in Kinshasa has to sign off on it which will only happen if the minerals for security deal with the gringos is finalised imo
 
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Xerof

Flaming 1967


Come on team, the avatar, and the doxxing tells us what to do
 
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M.Bison

Regular
What did we do to deserve the absolute freakshows that turn up here.
 
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bloke383

Regular





The US faces an unprecedented national economic and security challenge, namely securing its critical mineral supplies without going through foreign adversaries. To obtain this in considerable quantities, with a view to reducing their dependence on China, mainly towards China, then becomes an objective to be achieved. This justifies the strategic partnership around the finality of the US and the DRC, which aims to ensure a secure supply of essential resources, including cobalt, copper, coltan, and lithium, in return for securing the eastern part of the DRC. However, the agreement tests Kinshasa to the test of good mining governance and the transparency required by Washington, which engages US private companies.
The US’s needs for strategic and critical minerals are more than obvious. The decree aimed at strengthening national security and economic resilience through targeted measures on these minerals strongly reaffirms this forcefully. He also unveils the “Thirstist” vision of an Africa rooted in shared economic opportunities, not conflicts, alluding to the war that the DRC has been experiencing for thirty years, a country that is replete with the quantity of minerals and is the object of no other lust. As a result, the agreement on minerals against security and development between Washington and Kinshasa, which is being finalized and is expected to boost the agreement between Congo and Rwanda, is set at a timely level.
In this dynamic, the US encourages US private-sector investors to storm the DRC for the exploitation of the above-mentioned minerals that its Hi-Tech industry needs. In other words, the Trump administration supports US private-sector companies, for which it is clearing the ground, to untie the cordon of their stock exchanges to invest in the Congolese mining sector, naturally through the Congolese private companies with which they will enter into partnerships.
For a win-win partnership, the senior adviser to the US President for Africa, Mr. Boulos, has not gone four paths to focus on the values that should govern this strategic partnership: good mining governance and transparency. This puts the Congolese government to the test, which some members are tired of excelling in a risky approach to public management to satisfy their petty interests.
As it emerges, the road is drawn and there are no other alternative schemes. This is to say that, under this deal, agreements of the kind of those formerly signed with Primera Gold and Primera Metal who, after having made the headlines, have failed to discourage and cannot be reissued. In the present case, mining concessions may not be taken in good form from third parties in order to dispose of them in favour of the deal or to seek to dispossess the owners of the mining titles by tripling to the mining Cadastre (CAMI).
The case of the Australian AVa Metals in a business relationship with the American KoBold Metals for the development of the Manono lithium deposit in the province of Upper Lomami, in the former Katanga, must serve as a lesson with the dispute between the ATA Metals-Comminière dispute, the outcome of which is known before the Court of Arbitration. The mining titles were at the centre of this dispute, namely the obtaining by Comminière of the extension of PR 13359 on its behalf with the CAMI, as well as the division of the PR formerly belonging to AV- Metals.
The Americans are thus calling for good governance and transparency, among other things, in the management of mining titles. However, if they carry the specifications of their private companies under this deal, the fact remains that the Congolese private mining companies with which the Tshisekedi Government will play to implement the agreement are, until then, a conundrum. Yet these should be inventoried and prepared to play effectively to bring the benefits of this partnership to the Congo.
To tell the truth, the Trump administration seems to have no time to lose. There is certainly progress, Mr Boulos, who revealed on Thursday 15 May that the preliminary draft of the peace agreement was sent to Presidents Tshisekedi and Kagame with whom he exchanged on the phone. On the other hand, Robert Friendland, founder and co-founder of Ivanhoe, whose company is the largest mining investor in the Lobito Corridor and is playing an increasingly central role in the formation of mineral supply chains across Africa and beyond, met US President Donald Trump and Saudi Crown Prince in Riyadh this week. There is no doubt that the issue of Congo was raised during the high-level gathering in Saudi Arabia, which highlighted the global focus on strategic mineral corridors and investment in infrastructure. As a reminder, the Lobito corridor asserts itself from being ready to connect Africa to the rest of the world.
In the process, the Rwanda-based mining group Trinity Metals signed a letter of intent during the week ending with the American company Nathan Trotter, one of the American leaders in tin refining and distribution. A first-step initiative towards the development of a supply chain for this ore to the US.
Affirming the largest tin mine in Rwanda, which houses more than 54,000 tons of minerals in Rutongo, north of Kigali, Trinity Metals, majority owned by Dublin-based Techmet, had already approached the United States last year by obtaining a USD 3.8 million fund from DFC, a US government development finance agency.
He plans to keep the top of the pipeline in the future, which seems like a propaganda action, since Alphamin resources, with its mine from Bisie to Walikale, produced 17,324 T of tin in 2024, compared to 12,568 T in 2023. The forecast is 17,500 T in 2025 following the known inconvenience with the rebel attacks against 20,000 T initially. These three years of Alphamin Resources production represent the reserves of the Rwandan mine in Rutongo.
The turmoil in Rwanda means that another era is coming. The Tshisekedi government, as well as Congolese companies, must be alert and vigilant so that they are not made of speed and thus find themselves in a vice.

From above
The US faces an unprecedented national economic and security challenge
The US’s needs for strategic and critical minerals are more than obvious
.
To tell the truth, the Trump administration seems to have no time to lose

Our friend AugustV on X stated "The US is not desperate for anything in this world."
He may need to reconsider .
 
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