AVZ Discussion 2022
- Thread starter GazDix
- Start date
Spikerama
Regular
I thought bison are supposed to have thick skins.
Frank
Top 20
DRC-US Deal on Critical Minerals: Kinshasa Put to the Test of Good Mining Governance and Washington's Transparency
The United States faces an unprecedented economic and national security challenge: securing its supply of critical minerals without relying on foreign adversaries.
Obtaining them in considerable quantities, with a view to reducing its dependence primarily on China, is therefore becoming an absolute must.
This justifies the strategic partnership around these minerals currently being finalized between the US and the DRC; this agreement aims to guarantee a secure supply of essential resources, notably cobalt, copper, coltan, and lithium, in exchange for securing eastern DRC.
However, the said agreement puts Kinshasa to the test of good mining governance and transparency demanded by Washington, which involves American private companies.
The US needs for strategic and critical minerals are more than evident.
The executive order aimed at strengthening national security and economic resilience through targeted measures on these minerals strongly reaffirms this.
It also reveals the "Trumpist" vision of an Africa rooted in shared economic opportunities, not conflict; a reference made in particular to the thirty-year war in the DRC, a country abundant in these minerals and a coveted commodity like no other.
Therefore, the minerals-for-security-and-development agreement between Washington and Kinshasa, which is currently being finalized and is expected to boost the peace agreement between Congo and Rwanda, is timely.
In this context, the United States is encouraging American private sector investors to target the DRC to exploit the aforementioned minerals, which are so desperately needed by its high-tech industry.
In other words, the Trump administration is, through this approach, supporting American private sector companies, for which it is clearing the way, to loosen their purse strings to invest in the Congolese mining sector, naturally through Congolese private companies with which they will establish partnerships.
With a view to achieving a win-win partnership, the US President's Senior Advisor for Africa, Mr. Boulos, has been unapologetic in emphasizing the values that must govern this strategic partnership: good mining governance and transparency.
This is thus putting the Congolese government to the test, some of whose members tirelessly excel in a risky approach to public management to satisfy their narrow interests.
As it appears, the path is clear and there are no other alternative plans.
This amounts to saying that, within the framework of this deal, agreements like those previously signed with Primera Gold and Primera Metal, which, after making headlines, failed, should be discouraged and cannot be repeated.
In this case, mining concessions properly belonging to third parties cannot be taken and sold for the benefit of the deal, or attempts to dispossess the owners of mining titles by tampering with the Mining Registry (CAMI).
The case of Australian AVZ Metals, currently doing business with American KoBold Metals for the development of the Manono lithium deposit in the Haut Lomami province of the former Katanga, should serve as a lesson, along with the AVZ Metals-Comminière dispute, the outcome of which is now known before the Court of Arbitration.
Mining titles were at the center of this dispute, namely Comminière's obtaining the extension of PR 13359 in its name from CAMI, as well as the spin-off of said PR, which formerly belonged to AVZ Metals.
The Americans are thus calling for good governance and transparency, among other things, regarding the management of mining titles.
However, while they are responsible for the specifications of their private companies within the framework of this deal, the Congolese private mining companies with which the Tshisekedi government will work to implement this agreement remain, so far, an enigma.
However, they should be inventoried and prepared to play effectively to ensure that Congo benefits from this partnership.
In truth, the Trump administration seems to have no time to waste.
Things are surely moving forward, according to Mr. Boulos, who revealed on Thursday, May 15, that the preliminary draft of the peace agreement has been sent to Presidents Tshisekedi and Kagame, with whom he spoke by telephone.
Furthermore, Robert Friendland, founder and co-founder of Ivanhoe, whose company is the largest mining investor in the Lobito Corridor and plays an increasingly central role in shaping mineral supply chains across Africa and beyond, met this week with U.S. President Donald Trump and the Saudi Crown Prince in Riyadh.
Undoubtedly, the Congo issue was discussed during this high-level meeting in Saudi Arabia, which underscored the global focus on strategic mineral corridors and infrastructure investment.
As a reminder, the Lobito Corridor boasts of being ready to connect Africa to the rest of the world.
In the wake of this, the Rwanda-based mining group Trinity Metals signed a letter of intent this past week with the American company Nathan Trotter, one of the leading American companies in tin refining and distribution.
This initiative represents a first step toward developing a supply chain for this mineral to the United States.
Claiming to own Rwanda's largest tin mine, which contains more than 54,000 tons of ore in Rutongo, north of Kigali, Trinity Metals, majority-owned by Dublin-based Techmet, had already approached the United States last year by securing a $3.8 million fund from the DFC, a U.S. government development finance agency.
He believes he will hold the upper hand in the sector in the future, which appears to be a propaganda move, given that Alphamin Resources, with its Bisie mine in Walikale, produced 17,324 tons of tin in 2024, compared to 12,568 tons in 2023.
The forecast is for 17,500 tons in 2025 following the inconveniences experienced with the rebel attacks, compared to an initial 20,000 tons.
These three years of production from Alphamin Resources represent the reserves of the Rwandan mine in Rutongo.
The unrest in Rwanda signifies that another era is coming.
The Tshisekedi government, as well as Congolese companies, must be alert and vigilant to avoid being caught out and finding themselves in a vice.
The United States faces an unprecedented economic and national security challenge: securing its supply of critical minerals without relying on foreign adversaries.
Obtaining them in considerable quantities, with a view to reducing its dependence primarily on China, is therefore becoming an absolute must.
This justifies the strategic partnership around these minerals currently being finalized between the US and the DRC; this agreement aims to guarantee a secure supply of essential resources, notably cobalt, copper, coltan, and lithium, in exchange for securing eastern DRC.
However, the said agreement puts Kinshasa to the test of good mining governance and transparency demanded by Washington, which involves American private companies.
The US needs for strategic and critical minerals are more than evident.
The executive order aimed at strengthening national security and economic resilience through targeted measures on these minerals strongly reaffirms this.
It also reveals the "Trumpist" vision of an Africa rooted in shared economic opportunities, not conflict; a reference made in particular to the thirty-year war in the DRC, a country abundant in these minerals and a coveted commodity like no other.
Therefore, the minerals-for-security-and-development agreement between Washington and Kinshasa, which is currently being finalized and is expected to boost the peace agreement between Congo and Rwanda, is timely.
In this context, the United States is encouraging American private sector investors to target the DRC to exploit the aforementioned minerals, which are so desperately needed by its high-tech industry.
In other words, the Trump administration is, through this approach, supporting American private sector companies, for which it is clearing the way, to loosen their purse strings to invest in the Congolese mining sector, naturally through Congolese private companies with which they will establish partnerships.
With a view to achieving a win-win partnership, the US President's Senior Advisor for Africa, Mr. Boulos, has been unapologetic in emphasizing the values that must govern this strategic partnership: good mining governance and transparency.
This is thus putting the Congolese government to the test, some of whose members tirelessly excel in a risky approach to public management to satisfy their narrow interests.
As it appears, the path is clear and there are no other alternative plans.
This amounts to saying that, within the framework of this deal, agreements like those previously signed with Primera Gold and Primera Metal, which, after making headlines, failed, should be discouraged and cannot be repeated.
In this case, mining concessions properly belonging to third parties cannot be taken and sold for the benefit of the deal, or attempts to dispossess the owners of mining titles by tampering with the Mining Registry (CAMI).
The case of Australian AVZ Metals, currently doing business with American KoBold Metals for the development of the Manono lithium deposit in the Haut Lomami province of the former Katanga, should serve as a lesson, along with the AVZ Metals-Comminière dispute, the outcome of which is now known before the Court of Arbitration.
Mining titles were at the center of this dispute, namely Comminière's obtaining the extension of PR 13359 in its name from CAMI, as well as the spin-off of said PR, which formerly belonged to AVZ Metals.
The Americans are thus calling for good governance and transparency, among other things, regarding the management of mining titles.
However, while they are responsible for the specifications of their private companies within the framework of this deal, the Congolese private mining companies with which the Tshisekedi government will work to implement this agreement remain, so far, an enigma.
However, they should be inventoried and prepared to play effectively to ensure that Congo benefits from this partnership.
In truth, the Trump administration seems to have no time to waste.
Things are surely moving forward, according to Mr. Boulos, who revealed on Thursday, May 15, that the preliminary draft of the peace agreement has been sent to Presidents Tshisekedi and Kagame, with whom he spoke by telephone.
Furthermore, Robert Friendland, founder and co-founder of Ivanhoe, whose company is the largest mining investor in the Lobito Corridor and plays an increasingly central role in shaping mineral supply chains across Africa and beyond, met this week with U.S. President Donald Trump and the Saudi Crown Prince in Riyadh.
Undoubtedly, the Congo issue was discussed during this high-level meeting in Saudi Arabia, which underscored the global focus on strategic mineral corridors and infrastructure investment.
As a reminder, the Lobito Corridor boasts of being ready to connect Africa to the rest of the world.
In the wake of this, the Rwanda-based mining group Trinity Metals signed a letter of intent this past week with the American company Nathan Trotter, one of the leading American companies in tin refining and distribution.
This initiative represents a first step toward developing a supply chain for this mineral to the United States.
Claiming to own Rwanda's largest tin mine, which contains more than 54,000 tons of ore in Rutongo, north of Kigali, Trinity Metals, majority-owned by Dublin-based Techmet, had already approached the United States last year by securing a $3.8 million fund from the DFC, a U.S. government development finance agency.
He believes he will hold the upper hand in the sector in the future, which appears to be a propaganda move, given that Alphamin Resources, with its Bisie mine in Walikale, produced 17,324 tons of tin in 2024, compared to 12,568 tons in 2023.
The forecast is for 17,500 tons in 2025 following the inconveniences experienced with the rebel attacks, compared to an initial 20,000 tons.
These three years of production from Alphamin Resources represent the reserves of the Rwandan mine in Rutongo.
The unrest in Rwanda signifies that another era is coming.
The Tshisekedi government, as well as Congolese companies, must be alert and vigilant to avoid being caught out and finding themselves in a vice.
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Also, we have mou for 49% downwards processing with CATH. Avz may sell mining and return 50% capital to share holder and invest 50% back with CATH for 49% stake. Just my thoughts.
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Frank
Top 20
The Significance of the Manono Lithium Project
KoBold's entrance into the Manono lithium project in southeastern DRC represents a strategic coup in the global race for battery metals.
This massive deposit is considered one of the world's largest hard rock lithium resources, with estimated reserves of 669 million tonnes of lithium-bearing ore.
What makes Manono particularly valuable:
Scale: Its sheer size places it among the top three global lithium deposits with Thacker Pass (USA) and Greenbushes (Australia)Quality:
High-grade spodumene with favorable extraction economics
Strategic location: Positioned in Central Africa's mineral-rich copper belt
Development potential: Capacity to produce an estimated 1.2 million tonnes of lithium carbonate equivalent annually at full operation
The project's development timeline projects initial production by 2028, with
KoBold committing a substantial $1 billion investment for infrastructure and mining operations.
Kobold planning to compensate AVZ for the Northern part of Manono
Kobold under the AVZ-Kobold framework to make an offer for the Southern part of Manono
This timeline positions Manono to enter production just as global lithium demand is projected to triple from current levels, driven primarily by electric vehicle battery manufacturing.
"Manono could supply up to 15% of global lithium demand by 2030, making it a cornerstone asset in the clean energy transition," according to mining industry analysts.
Sticking with AU$4.08 on back of -
A. A$2.5b for compensation on the northern side
B. A$9b for southern and hence overall approx. $A11.5b sale of Manono.
This won't relist and effective shareholder distribution of 'return of capital'.
Good luck all on Manono amongt the top 3 lithium projects in the world....
Won't go cheaply given Trump coming in securing Congo...he wants this deal.
I do deals, Trump does deals and it's one big year of USA deal-making...
Trade war deals, Greenland deal, Ukraine deal, DRC deal...yep
DRC in amongst the global Trump deals...won't go cheap
The Avenger
*To remind,
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.
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Like the positivety of avenger post but we're does it specifically say Kobold will compensate AVZ for the Northern Section ...of 13359 ?
But you cannot dispute the reality of
US investing 500 billion in the lobito corridor
Minerals for security deal
US heavily investing in critical minerals such as lithium and " Don't forget the tin " which Manono is a major tier 1
MOU signed by AVZ with Kobold just waking for the ink to dry
Do you think the reality of Kobold billion backers with Trump pressuring to obtain a strategic entrance into mining within the DRC for many years will be decided by a cheap T/O .?
The reality is just working on a fair value not that AVZ will not receive compensation
Ink is about dry with the Rwander /DRC signing of the peace accord then IMO will have further details regarding T/O
What is your reality?
Xerof
Flaming 1967
If you don't get rid of your insulting avatar, three of us will simply keep wiping you off the threads. Have you noticed all your posts have a longevity of around 30 minutes
And all of a sudden your certainty has become a little vague. Show us the reports, and the detail of what might be negotiated for compensation, and what's happened to the 'reported' royalties
You're full of shit IMO
And all of a sudden your certainty has become a little vague. Show us the reports, and the detail of what might be negotiated for compensation, and what's happened to the 'reported' royalties
You're full of shit IMO
Lol that post got taken down pretty quickly.
Only briefly existed in this reality.
Carlos Danger
Top 20
To be fair the ones trolling you will be pretty successful too if you’re right
You seem pretty sure of the price in all of your posts. Do you have an estimated time frame from your valuable information sources for the deal to be concluded?
Just wanna make sure I’ve got plenty of ice ready for the bubbly
Carlos Danger
Top 20
Carlos Danger
Top 20
Fair answer
That's pretty much how I see it. Felix did make that comment last week that he had been looking for a solution to the Manono problem for a long time. This deal seems to ticks every box for him so let's hope he's not too greedy.
If the price is floating between $1 and ATH then surely the ATH side of things would speed up the conclusion as we wouldn't need to worry about resolving the Dathomir and Cominiere FROR disputes to avoid Omni Bridgeway. I've long said that I wouldn't support any deal below ATH (if we get a vote) and I still stick by that. If management deliver above ATH it will be a phenomenal achievement given the circumstances imo
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cruiser51
Top 20
Be careful....
A fatal case of sildenafil citrate (Viagra) overdosage is presented.
The deceased was a 56-year old male found dead at home, with a past history of diabetes mellitus, hypertension, chronic alcoholism, anxio-depressive disorders, and erectile dysfunction.
The main autopsy findings were cardiomegaly (650 g) with dilated cardiomyopathy, diffuse coronary atherosclerosis with no sign of acute ischaemic disease, and extensive fibrosis of the myocardium, especially affecting the cardiac conducting tissue.
As measured by HPLC/MS, sildenafil concentration in post mortem blood (6.27 microg/mL) exceeded at least four times the highest therapeutic levels previously reported.
The results are discussed in the light of the literature about the cardiovascular side effects of sildenafil, with special emphasis on the recently evidenced arrhythmogenic potential of the drug.
This is the first report of a fatality caused by sildenafil overdosage.
Frank
Top 20
View attachment 84616
View attachment 84617
View attachment 84618
*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.
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).avz-icsid-final-countdown.netlify.app
He added that there may still be amendments, but he hopes it can be concluded in coming weeks.
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