AVZ Discussion 2022
- Thread starter GazDix
- Start date
Spikerama
Regular
You know you can edit your post right? If you see a typo.
Skar
Regular
Its a loaded question, anything is possible but realistically who wants to buy shares of an asset when the % ownership and pathway forward is unclear? So that rules out before/during UNLESS DRC Gov settle with us as part of a sale (which is Kobolds plan). So that only leaves after for a sale and again it requires DRC to acknowledge/allow a pathway forward.
I see three outcomes:
1. US-DRC peace deal reached, kobolds plan comes together we get compensated well.
2. US-DRC peace deal reached but kobolds does not compensate us enough or the BOD otherwise decides its not in shareholders interests, and we either go back to ISCID or are placed into the new US-DRC good governance "parallel system" (and/or get a better offer from Kobold or another US\Arab\G7 buyer willing to implement Kobolds framework with more compensation for AVZ).
3. US-DRC peace deal falls through and we continue ISCID (and mining with Cath is our only way forward). This would be a very bad outcome but its where we were last year.
Xerof
Flushed the Toilet
The US and DRC have 'brokered' an MOU for a security for minerals deal.Still getting mentions in the American media cycle is a good sign imo.
Congo's coltan miners dig for world's tech — and struggle regardless of who is in charge
Nestled in the green hills of Masisi territory in Congo, the artisanal Rubaya mining site hums with the sound of generators, as hundreds of men labor by hand to extract coltan, a key mineral crucial for producing modern electronics and defense technologyabcnews.go.com
In recent weeks, two U.S. companies opened doors to production in the region. Nathan Trotter, a U.S. firm, signed a letter of intent with Rwanda-based Trinity Metals, which owns Rwanda's largest tin mine. And KoBold Metals, which uses Artificial Intelligence to further energy transition and is backed by billionaire Bill Gates, brokered a deal to buy Australia’s AVZ Minerals’ interest in Congo's Manono lithium deposits.
AVZ and Kobold have a NON-BINDING agreement. ( a bit like our agreement with CATH - it's not done until its done)
Kobold are obscenely overly-keen
Uglybob
Regular
As long as the 'overly-keen' attitude continues into the 'fair compensation' stage then I'm good with it.The US and DRC have 'brokered' an MOU for a security for minerals deal.
AVZ and Kobold have a NON-BINDING agreement. ( a bit like our agreement with CATH - it's not done until its done)
Kobold are obscenely overly-keen
Frank
Top 20
cruiser51
Top 20
The body language of the Kobold representative is interesting.
Spikerama
Regular
I can only see her head .
She appeared frustrated that Kobold are ready to go ahead with the project but like us all waiting for the mining licence to be re issued to Dathcom .Felix is keen but now needs to act on restoring ML .
cruiser51
Top 20
Ok I better rephrase, her head language was interesting.
I think she should have gone to the toilet before the interview.
Either she has never been taught how to project the appropriate body language or she was so nervous that she forgot everything.
She was also unprepared, but that may be the same problem.
I felt that while vaguely answering the Q, she was more interested in promoting the company.
The head and eye movements were unforgivable from a management PoV. And made her appear untrustworthy
Her posture was similar to leaning forward into a propped up phone for Whats App. Surely not.
On that performance, she's not destined for the top.
And yes, I've studied body language.
Where is this from ? He took down his LinkedIn account .
Hodlandwin69
Regular
Seems like that's the screenshot from a month ago. Doesn't seem new. Very happy to be corrected
Winenut
GO AVZ!!!!
actually not sure when he posted it ,after checking it again....it was only a screen shot on X.
Maybe she was jet lagged ? Food poisoning ? yada yada.....................
However I interpreted the DRC Lawyer as saying , all foreign investors need to bring very large brown paper bags stuffed with crisp US $100 bills . Playing by DRC rules . Wouldn't trust that dude as far I could throw him. imo
Yeh it's old mate .
A screen shot from who's feed . I can't find it
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