AVZ Discussion 2022

[Hemicuda]

I am in a similar boat mate (not with 16 million shares), it is called de-risking.
It is what I do when I invest in junior companies. Make sure your remaining parcel is freehold and sit on a profit.
It doesn't mean I have to give the remaining parcel to the next cheapskate.

No matter how many shares you hold, this tier 1asset should never been given away for pittance.

 

[JNRB]

Make it stop ffs! Why does the option have to say (even if under fair value) ??

I don't think anyone is completely deadset against being willing to take a buyout below fair value. Heck I'm even willing to go so far as say fk it if it sorts things out well git to them for half price.

Now let's see, 'fair value' @~$24/share ...
With a 50% discount...
$12 / share.

 

[Flight996]

Without using Chat GPT or any other AI assistant, which pic is the odd one out and why?

A.

B.

C.

Cheers
F

 

[Winenut]

.

 

[Winenut]

.

 

[Samus]

Oh Fido and Tan

My little pets

It took you such a long time again!

I almost thought you'd run off and left me.....

View attachment 85902

Oh dear so many people laughing at your little shenanigans

Might be the end of the doggy treats for you naughty little boys.....

But back on the leash and I'll forgive you tomorrow

Oh there......good boys, good boys

WOOF!

Lovely bloke that one!

 

[BEISHA]

View attachment 85855

ole pete looks like he has had a bit of ELON.....

 

[BEISHA]

Make it stop ffs! Why does the option have to say (even if under fair value) ??

looks like everyone wants the cash and GTFO.......dont blame them.....i fit into that category but wont accept less than " fair value " !

As others have posted Manono is a project that has a 50+yr LOM , money making machine, the ultimate lithium package that cannot be matced for sheer grade & scale, lithium spot is shit, but it wont remain like that for too much longer, therefore a tight arse offer wont cut it no matter what.

 

[Jacob Kiraz]

Some good info in this and imo this detail means that the AVZ buyout is almost 100% certain.
I have repeated the content below with line breaks because I cannot read articles without line breaks.

SA – DR CONGO DEAL: THE ANSWER TO YOUR QUESTIONS, THE AMERICANS ARE DETERMINED, KAGAME HAS NO MORE CARDS IN HAND While Congolese opinion is often confused by the multitude of information circulating around the strategic partnership between the Democratic Republic of Congo and the United States, it is time to provide clarity.Last Tuesday, a crucial meeting was held between high-level American representatives and Congolese stakeholders eager to understand the contours of this partnership. Present were: the American lobbyist @batten_von , president of the Africa-US Business Council, a senior representative of Kobold Metals, as well as a member of the American Congress.Here are the answers to the main questions raised during this meeting:--------------

1. How can we summarize the deal between the DRC and the USA? Answer: This partnership is based on four major pillars: Political stability Safety and security Strategic infrastructures Total transparency in governance--------------

2. Is Rwanda involved in this partnership? Answer: No. The deal is exclusively between the DRC and the United States. Rwanda is only affected by separate peace agreements. Any Rwandan involvement would be governed by those agreements only, and would not affect the investments and commitments of the US-DRC deal.--------------

3. What is the United States doing to prevent corruption in this partnership? Answer: President Tshisekedi @fatshi13 acknowledged in a video conference the challenges linked to corruption and expressed his commitment to putting an end to it.This has affected many members of the US Congress. Strict mechanisms have been put in place to ensure that no politician, not even a member of the presidential family, can interfere in the management of funds and projects. Transparency is non-negotiable.--------------

4. Will Congolese minerals be exported raw? Answer: No. President Tshisekedi proposed that minerals be refined locally to create jobs and strengthen the national economy. This proposal was accepted: refineries will be installed in the DRC.--------------

5. What does the United States plan to do to strengthen security? Answer: The United States is considering establishing strategic bases in the DRC.However, no American troops will be deployed. Only instructors, specialists, and military advisors will accompany the Congolese army to strengthen its capabilities.--------------

6. What will happen if Kagame signs peace and later retracts? Answer: Peace is the essential condition for the implementation of the deal. If Kagame violates the agreements after signing, he would face severe and immediate sanctions, on a scale never before seen against Rwanda. Within 24 hours, his regime would be paralyzed.--------------

7. What do you think of Joseph Kabila's return to Goma? Answer: This act raises serious concerns. Kabila's movements are being closely monitored. His dossier will be submitted to the US Congress next week. The United States remains vigilant against any attempts at internal destabilization.But for the USA, his trip to GOMA is an internal problem--------------

8. Is this partnership sustainable? Answer: This is a long-term partnership, designed to benefit future generations – both in the DRC and in the United States.--------------

9. Can this partnership be described as the “deal of the century”? Answer: Yes. It will mobilize billions of dollars of investment in infrastructure, security, and technology. The U.S. Exim Bank is ready to guarantee credit for American companies wishing to invest in the DRC.--------------

10. What place for Congolese in American companies? Answer: 90% of employees of American companies established in the DRC will be Congolese, as was the case in Zambia. Only 10% will be American personnel.--------------

11. Will Congolese people be able to buy shares in these companies? Answer: Yes. Shares will be reserved and sold exclusively to Congolese people. In addition, American companies will collaborate with Congolese companies registered with the ARSP for all third-party services.--------------

IN CONCLUSIONThe DRC needs the United States, just as the United States needs the Congo.This partnership represents a strategic turning point for Central Africa. Kagame no longer has any room for maneuver. The new global dynamic places Congo at the center of geopolitical and economic issues

Bottom line mate what in your opinion where going to get for the buyout?

 

[aon]

There is nobody who tells you to contribute to jen's silly games, just fuck him.

U f..k him if U want I do not want 2 f... him, I jst want him to shut the f... up, that's all.

 

[LOCKY82]

@Spikerama maybe kobold/DRC need a suspension deadline countdown clock?? Just to remind them

 

[Goat]

the poll has been pulled now. he's reading these posts

 

[Samus]

Just a reminder the forum has been compromised with this fuckwit and his many aliases deleting members posts, entire new threads too.
@zeeb0t or any admin missing in action.
Over and out.

 

[Panther22]

I think we are all going to be disappointed unless someone other than Kobold comes into the picture.

 

[Bonsoir]

I think we are all going to be disappointed unless someone other than Kobold comes into the picture.

On the contrary, it will be Kobold who will be disappointed when and if their poor offer is rejected and we re-ignite the Arbitration proceedings.

 

[Scoota30]

Just a reminder the forum has been compromised with this fuckwit and his many aliases deleting members posts, entire new threads too.
@zeeb0t or any admin missing in action.
Over and out.
View attachment 85910 View attachment 85911

If TSE (including DMs) has been fully compromised, there's a few other options to swing over to like a restricted X community/DM, Signal, Restricted Discord channel but it would mean everyone needs to swing over and might not be worth the effort seeing as we'll be out of this mess within ~3 weeks

 

[LOCKY82]

I think we are all going to be disappointed unless someone other than Kobold comes into the picture.

I'd say you're great craic at parties panther!!

 

[Jacob Kiraz]

@Spikerama maybe kobold/DRC need a suspension deadline countdown clock?? Just to remind them

How long do you think before anybody will recieve money

 

[Mute22]

AVZ Minerals has paused a legal action over a Congo mining project as the US seeks to buy its stake and rival China’s interests in the region

First I have heard about US buying China's stake

Legal action over DR Congo lithium project on hold as US challenges China

AVZ Minerals has paused a legal action over a Congo mining project as the US seeks to buy its stake and rival China’s interests in the region.

www.scmp.com

Article by 'South China Post'.. they may have biased opinion on China's 'Interests' in the region...

 

[Mute22]

Article by 'South China Post'.. they may have biased opinion on China's 'Interests' in the region...

Here's the full article: http://archive.today/hial3

Legal action over huge lithium project in DR Congo on hold as US battles China’s dominance​

AVZ Minerals has paused a legal action over a Congo mining project as the US seeks to buy its stake and rival China’s interests in the region​

Reading Time:3 minutes

Jevans Nyabiage
Published: 12:00pm, 1 Jun 2025
Perth-based AVZ Minerals has suspended its arbitration case against the Democratic Republic of Congo until later this month, following US encouragement to resolve the dispute over the massive Manono lithium project.
The suspension, announced last week, comes as the US backs start-up KoBold Metals – funded by tech billionaires including Bill Gates and Jeff Bezos – to acquire AVZ’s stake in Manono.

If successful, KoBold will pledge US$1 billion (7.2 billion yuan) to develop the project, countering China’s Zijin Mining, which controls the northern section after Congo revoked AVZ’s rights in 2023. However, KoBold is a relatively small entity compared to CMOC Group, CNMC, and other Chinese mining companies in the African country.

AVZ said in a statement last week that “the United States Government has encouraged the parties to take whatever steps are necessary to allow for a climate conducive to discussions leading to a meaningful settlement between the DRC and AVZ”.
The move signals Washington’s growing efforts to secure critical minerals in Congo, directly challenging China’s dominance in the country over control of critical minerals such as lithium and copper, vital for the global green energy transition.
Congo is advancing negotiations on a proposed “minerals-for-security” deal with the US, which has offered to help broker peace between Congo and Rwanda to stabilise the mineral-rich eastern region.

The mining site of the Chinese mining company Zijin Mining in Kolwezi, southern Democratic Republic of Congo. China has long held mining interests in the country. Photo: Xinhua

That marked a significant shift from the US policy on minerals in Congo. Until recently, the US showed little interest in Congo’s minerals, which American companies perceived as “risky, corrupt, and opaque” for investment.
By contrast, China has, in less than two decades, steadily ramped up investments, even acquiring interests previously owned by American companies, to become the largest investor in Congo’s mining sector.

Chinese infrastructure investment commitments in Congo were valued at US$7 billion last year, making China the largest investor in the country.
A report by the Atlantic Council last week said China, the US and the European Union were “engaged in a technological race spurring competition for access to these critical minerals”, and at the centre was Congo, which was being courted by these powers like never before.
Kai Xue, a Beijing-based China-Africa mining lawyer, views the potential minerals deal for security between Congo and the US positively, arguing that President Trump’s engagement signals genuine interest.

“Republicans are especially prone to ask, ‘Who cares what happens in the Congo?’” Xue noted. He recalled that in 2012, strong international pressure from donor countries pushed Rwanda and M23 rebels out of Goma within 10 days, but stressed that “that kind of pressure is absent in 2025”.


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He said that while lithium was strategically important, Congo’s greatest economic potential was in copper, particularly for the green transition. The country is the world’s second-largest copper producer.

Xue said copper output could “triple again”, potentially making Congo the world’s largest copper producer by 2040 and enabling it to achieve middle-income status based on copper alone.

He said that if a US company secured lithium interests, prompting the US to promote regional stability and thus further copper mining growth, this scenario would benefit all stakeholders: Congo, Chinese mining companies and the global green energy transition.
Chris Berry, head of US-based commodities advisory firm House Mountain Partners, affirmed the Trump administration’s rationale for wanting a presence in Africa but cautioned whether the mineral-for-security deal could make progress.

“What or who defines ‘security’? Are the economics of a deposit irrelevant, meaning if the mining does not make economic sense, are the security guarantees still enforceable?” he asked.
Berry went on to state that, “given the plethora of critical mineral deposits in more reliable geopolitical jurisdictions, it is somewhat surprising that KoBold has decided to focus on the DRC as opposed to elsewhere”.
“I will be curious to see what the terms of these deals are when the ink is dry on the contracts. I don’t think the dust has settled here yet,” he added.