AVZ Discussion 2022

Skar

Regular
Just to remind everyone, "The Company further advises that prior to the suspension, the ICSID Tribunal dismissed an application by the DRC to bifurcate the arbitration proceedings, which sought a preliminary hearing in relation to certain allegations raised by the DRC".

The bifurcation was requested by DRC on grounds of jurisdiction I.E. Management are clearly saying we are willing to negotiate but we/internationally its known we are in the right. The tribunal clearly believes the Jurisdiction challenge was not strong enough to warrant early dismissal.

@Scoota30 I think the best case would be if we could negotiate cominiere completely out of any settlement with DRC/Kobold by virtue of them already carving out the north as there 25% of the Dathcom JV (i.e no payment or settlement needed for them taking it just accept it as part of them dissolving the Dathcom JV and ceede 100% of the south to kobold in exchange for our multibillion settlement).
 
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j.l

Regular
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DiscoDanNZ

Regular
Lol yeah ,I just have to write my mind here because I’m being honest and sincere ,how long have you been here and how are you coping

Good of you to take time out of creating fake Facebook profiles and sending friend requests.
 
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Yaseen

Regular
If I didn't know any better, I might have reason to believe you are entering this years Google SEO Search Word Awards.

You sure you mentioned 60c enough?
That's just in case Nige googles 60cents and that comes up for a nice read😊

BTW Im not reporting all the posts, cbf with that, maybe Zee is aware some members baiting needs to be reigned in
 
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Scoota30

Regular
Just to remind everyone, "The Company further advises that prior to the suspension, the ICSID Tribunal dismissed an application by the DRC to bifurcate the arbitration proceedings, which sought a preliminary hearing in relation to certain allegations raised by the DRC".

The bifurcation was requested by DRC on grounds of jurisdiction I.E. Management are clearly saying we are willing to negotiate but we/internationally its known we are in the right. The tribunal clearly believes the Jurisdiction challenge was not strong enough to warrant early dismissal.

@Scoota30 I think the best case would be if we could negotiate cominiere completely out of any settlement with DRC/Kobold by virtue of them already carving out the north as there 25% of the Dathcom JV (i.e no payment or settlement needed for them taking it just accept it as part of them dissolving the Dathcom JV and ceede 100% of the south to kobold in exchange for our multibillion settlement).
If i was a betting man I would agree with you that Comineires grubby hands aren't anywhere near the Southern section.
 
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Penskefile

Regular
The “certain allegations” were the last remaining “trump card” (no pun intended) the DRC had in their armoury, to hopefully get themselves out of the biggest fucking hole that they have dug for themselves.

They now understand the “First Law of Holes”
 
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Rightyo

Emerged
The “certain allegations” were the last remaining “trump card” (no pun intended) the DRC had in their armoury, to hopefully get themselves out of the biggest fucking hole that they have dug for themselves.

They now understand the “First Law of Holes”
I think youl find the DRC's 2nd hole from the front is about to be reamed, with the added beneifit of no lube
 
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hedrox

Regular
“This gesture is supportive of the United States’ brokered peace discussions between the DRC and Rwanda. Beyond contributing to the sustainable development of critical minerals, the Manono Lithium and Tin Project can be a
vector to promote peace and prosperity in the region. The Company is working towards this objective, in particular through its current commercial discussions, including those underway with Kobold Metals Company as announced by AVZ on 9 May 2025.”

From my understanding, it’s not just Kobold — AVZ is in talks with others too????
Exactly.... that are my thoughts too.....the magic word is, including those underway with Kobold......
It's pretty obvious that there are other parties who want the whole cake or at least a big slice.
US sits on the prime seat through the peace for mineral deal...but Nigel can use the other offers as a trump card.
There aren't any real number offers public mentioned, everybody waits till the opening move by Kobold
This will be only the beginning of an extraordinary game of chess....hold on to your socks 🤣
 
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Penskefile

Regular
That would be 90% to Kobold and as per law 10% will have to go to DRC government.

Only the ICSID case against the DRC government has been postponed at this stage.

The ICC cases against Cominière and Zijin's subsidiary are still ongoing.

With an outstanding fine of 39 million Euro's with interest accumulating and 2 non compliance fines still clocking up for Cominière, on a daily basis, also still ongoing, plus a fair compensation for the northern section + the camp and, not to forget, the drilling core library, which is worth a fortune.
There is some ammo for negotiations.

AVZ - CATH/CATL negotiations are highly likely also ongoing.

Any other contenders, if there are any, will have to move pretty fast.
Never underestimate the Chinese, they will not be sitting on their hands.
CATL dearly needs a good supply of good quality lithium to replace their crappy lepodite.
BYD sources its lithium, from Brazil I believe.

Just some food for thought.
Hopefully Trump’s tariffs on China extends to brown paper bags
 
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BRICK

Where’s Zeebot 😶‍🌫️
I’m glad I got everyone laughing already ,im just being real ,I believe real doesn’t get you to anywhere much this days ,but i believe greatness can start from somewhere
Is this a fucking bot?

Jesus even chat gtp whatever the fuck could do better.
 
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whales

Regular
Exactly.... that are my thoughts too.....the magic word is, including those underway with Kobold......
It's pretty obvious that there are other parties who want the whole cake or at least a big slice.
US sits on the prime seat through the peace for mineral deal...but Nigel can use the other offers as a trump card.
There aren't any real number offers public mentioned, everybody waits till the opening move by Kobold
This will be only the beginning of an extraordinary game of chess....hold on to your socks 🤣
Meaningful Resolution between AVZ and DRC
THAT is a major question.?
only meaningful application to that is follow the law as kobold would want to set an example of doing business respecting the law.
So unless the mining licence for all of the permit 13559 is restored to the rightful owner in Dathcom/AVZ then it is a compromise and not meaningful.
Zijin can still have the North if Kobold receives fair price for it and includes the fair value of the North included in the fair compensation take over to AVZ.
We all know that Kobold do not want comminiere involved but currently the North is JV between Zijin and Comminiere ? So how this is resolved will be interesting ..I am hoping that the US simply adds pressure to the DRC to adhere to the mining law and returns the ML for the North and South to Dathcom who in turn sells to Kobold.
There is no way Zijin will go to the courts to claim legal title as they know they are in the wrong with Comminiere in how the ML for tge North was obtained.
Yes extraordinary game but not chess but survival for the DRC
 
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DiscoDanNZ

Regular
I’m glad I got everyone laughing already ,im just being real ,I believe real doesn’t get you to anywhere much this days ,but i believe greatness can start from somewhere

1000004326.jpg
 
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Yaseen

Regular
Is this a fucking bot?

Jesus even chat gtp whatever the fuck could do better.
Could be a new branch of Kobolds AI 🤪
 
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ptlas

Regular
Meaningful Resolution between AVZ and DRC
THAT is a major question.?
only meaningful application to that is follow the law as kobold would want to set an example of doing business respecting the law.
So unless the mining licence for all of the permit 13559 is restored to the rightful owner in Dathcom/AVZ then it is a compromise and not meaningful.
Zijin can still have the North if Kobold receives fair price for it and includes the fair value of the North included in the fair compensation take over to AVZ.
We all know that Kobold do not want comminiere involved but currently the North is JV between Zijin and Comminiere ? So how this is resolved will be interesting ..I am hoping that the US simply adds pressure to the DRC to adhere to the mining law and returns the ML for the North and South to Dathcom who in turn sells to Kobold.
There is no way Zijin will go to the courts to claim legal title as they know they are in the wrong with Comminiere in how the ML for tge North was obtained.
Yes extraordinary game but not chess but survival for the DRC
1OO%
We must not forget that this is probably the largest, and most valuable, geostrategic asset in the renewables story.
US will want 100% of all of it, despite what they may say.

On a different note, NF warned SHs some time ago to temper their expectations regarding sale price.
However, that was long before ICSID reached squeaky bum time and KoBold turned up.

PS Lots of trolls turning up today, I've had a good Ignorefest.
 
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zeeko

Emerged
Quick question: I hold AVZ shares in an IBKR account and have done so for about 5 years. They are still visible, nothing's changed, but is it necessary to still register with Automic? Finally anticipating an end to this saga. Thanks in advance for any advice.
 
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Flight996

Regular
Quick question: I hold AVZ shares in an IBKR account and have done so for about 5 years. They are still visible, nothing's changed, but is it necessary to still register with Automic? Finally anticipating an end to this saga. Thanks in advance for any advice.
Yes, you need to register your AVZ shares with Automic Share Register as issuer-sponsored shares. Automic is just a registry.

Make a user name and password, if not done already.
Phone Automic: 1300 288 664
Request that your SRN is sent to you. Automic will send it by post only, and to the address on file.
When your SRN arrives, login and add your AVZ shares as issuer-sponsored, and all good.

Cheers
F
 
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I’m glad I got everyone laughing already ,im just being real ,I believe real doesn’t get you to anywhere much this days ,but i believe greatness can start from somewhere
Dis you?

1000014625.jpg


1000014626.jpg
 
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BRICK

Where’s Zeebot 😶‍🌫️
Nice word play on the username there... 2 points for creativity....

What do i get as a diamond member....
 
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KLCC

Regular
Nice word play on the username there... 2 points for creativity....

What do i get as a diamond member....

Dragons Den Money GIF by CBC
 
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