Rechnerhand
Regular
Export ban on Cobalt in DRC will end by June 22 ... Will there be an extension while next to this peace deal is expected to have in place and close to due date for minerals deal (AVZ <-->Kobold) regarding ICSID suspension.
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Thanks
August blocked me on Twitter for calling out his Trump Derrangement Syndrome.
But he clearly knows more than most and is very clued into African mining from an American perspective. I don't see any reason why he's not saying what be beleives is the truth from a mining regard.
Slipperysucker
Member
Some of @Dave Evans posts/threads were deleted yesterday by a user named Yathoughtyaseenme after threats were made. Luckily @Hudnut and others have backed up Dave's posts and threads. Here's what we're up against here...
This poster has been systematically deleting posts and threads for weeks. Some posters will consider this off topic but it is a clear threat to this entire site. @zeeb0t is asleep at the wheel & no longer moderating any posts.
This "person" has multiple user accounts and has made threats/doxxed other users on TSE.
This poster has been systematically deleting posts and threads for weeks. Some posters will consider this off topic but it is a clear threat to this entire site. @zeeb0t is asleep at the wheel & no longer moderating any posts.
This "person" has multiple user accounts and has made threats/doxxed other users on TSE.
Skar
Regular
Its like popcorn in the pan, anything can pop at any moment, any explorer that discovers a resource gets a bump (havent looked at if KAI are drilling) but given how SUPER depressed lithium is right now if I was accumulating (which I am not until AVZ sorts itself out), I would be buying undervalued producers like PLS (DYOR not advice just opinion).
That said if US is serious about a non-china supply chain, I would also look towards James Bay area in Canada over WA.
Bin59
Regular
We can see what’s happening here and at the other site
Does anybody have the ability to remove or delete and comment or post they want? How the hell does this work? This thread becomes unreadable, what sort of security does this site have that posts are deleted on a whim? What happened to the idea behind this site that got people to move here from HC? Open forum, less moderation (that works??) less dickheads i think was the motto - what has happened?
Any chance we can get back to talking about AVZ ?
Currently ( apparently) the experts from DRC and Rawanda are in Washington discussing the draft peace agreement with the aim of said agreement being signed sometime this coming week ( 15 th and on ).
Hard to see how this is going to get done but i do remain hopeful. Anyone have any news re the progression of the current negotiations ?
Currently ( apparently) the experts from DRC and Rawanda are in Washington discussing the draft peace agreement with the aim of said agreement being signed sometime this coming week ( 15 th and on ).
Hard to see how this is going to get done but i do remain hopeful. Anyone have any news re the progression of the current negotiations ?
Skar
Regular
Yeah while not explicitly stated publicly its highly likely to be a part of Kobolds Framework, which AVZ have agreed to (nonbinding). So if the US can organise a peace deal between DRC and Rwanda (and in exchange get access to minerals under a transparent separate parallel system of governance, free of corruption) and IF DRC agree to grant ML and full ownership to kobold (they already stated they want cominiere out) on sale and if the compensation for commercial rights to Manono (south) is high enough to satisfy our BOD, AVZ will sell and we all will get paid.
If a peace deal doesn't materialise Kobold will have to change/adapt their framework taking into account the changed political cricumstances or forgo it.... given how much they have invested in Africa (and the US focus) its likely *something* will happen.
Basically the stakes are elevated now with AVZ (and the rest of the central African Mineral wealth) at stake in a global political shift of power.... hopefully that translates into a massive payday for us.
Chatting about AVZ is too dangerous to this thread if your a smart poster
100%
Securing the worlds largest known source of lithium energy one shovel deep below natural ground is a no brainer.
The US will pave a way for Kobold to ensure that it can get it to port and to the USA.
I'm more now thinking that Trump will provide finance to Kobold and pay them royalties over life of mine. The payment to AVZ is just a formality, whether it's $10B or $20B
Securing the worlds largest known source of lithium energy one shovel deep below natural ground is a no brainer.
The US will pave a way for Kobold to ensure that it can get it to port and to the USA.
I'm more now thinking that Trump will provide finance to Kobold and pay them royalties over life of mine. The payment to AVZ is just a formality, whether it's $10B or $20B
I actually see it in a positive light.
Their whole game is f....d. It's either about revenge or attempting to keep themselves out of sharing a dorm with 199 Uyghurs.
I'm really grateful to those who've taken the trouble to restore the resources, but ultimately the nefarious acts will have little negative effect. Losers.
The top crapper today is my old mate Amovatio:
"AVZ drops the ICC and ICSID" cases! IMO Neither will happen without a Full agreement for the ML to be issued for both North and South. Seriously, the North is part of the negotiations now with the DRC. This area is the critical sticking point which the DRC does not want to pay compensation for.
The corrupt deal that was done to change the Mining code so that Manono Lithium/Zijin could acquire it would almost certainly be our next challenge after the initial ICSID Hearing.
AVZ already has preliminary verdicts against the DRC and Cominiere. So the DRC has no leverage should a legal challenge be mounted for the North and South areas to be included as one Permit area that AVZ should be granted a ML for. The DRC know proceeding to ICSID is a no win situation for them. There is no way Zjin is going to keep Manono North. A second legal case is almost inevitable for AVZ to pursue the North if a decision is made to go to the ICSID hearing now. A verdict to award the North to AVZ will be almost automatic on the back of the first hearing.
I hope AVZ stand firm on the due date for negotiated outcome with the DRC, before 23rd June. Under no circumstances should AVZ extend the period of negotiation. The DRC need to act immediately and start making decisions for their future or the situation in the DRC and for the safety of its citizens is going to get seriously worse for them.
How can anyone believe the Rwandans want to be party to a security deal. The Rwandans think they are on the world stage dictating the terms to International investors wanting access to their Mineral wealth. IMO the Rwandans believe they can take the DRC and then control where the Minerals go. The M3 Rebels are showing no real intent on exiting the DRC and military force will be the only way they will withdraw from the region.
Does anyone think that after 15 years of battle the M3 Rebels are going to go home and live normal lives. Fighting is what they know. Why would they want to diminish their power base.
IMO this will go nowhere in the short term without the Security deal being signed and the Rwandans withdrawing from the DRC. Force may be the only way for the US to restore order so that a Minerals deal can be agreed and begin to be implemented.
The one point which may force US intervention in the short term is with AVZ and the DRC reaching an agreement prior to 23rd June. Even without a security deal with the Rwandans the US will then have no problem exercising their military influence to protect its investors and the DRC people.
So, as I asked one month ago, what does NF do when another extension is requested as a gesture of goodwill?
PS this post is on page 2988, what number will it be on in two weeks, if it's not deleted?
"AVZ drops the ICC and ICSID" cases! IMO Neither will happen without a Full agreement for the ML to be issued for both North and South.
I want to know how we get comfort that the DRC won't renege on anything once that happens.
I really want it outlined how we get a secure path from deal signed to cash in my pocket.
I want to know how we get comfort that the DRC won't renege on anything once that happens.
I really want it outlined how we get a secure path from deal signed to cash in my pocket.
Mouthpiecenomnom
Regular
I agree 100% with A5. Source.... American/Aus upbringing. US Mil service. Let me introduce you to the players involved.....
The US based private Mil Contractors are gong to mainly based on Erik Prince's little private milempire. They are already in DRC. The same Eric Prince who ran Blackwater in the Iraq 2 super fun invasion in the 2000s etc. This guy is based enough to know Ukraine is invaded and Russia is the enemy, which in this political day and age is a death sentence. However he doesnt give a fuxk because he is OG Christian national through a rich upbringing. Do not underestimate him or his PMC he is extremely competent.
They would with US govt backing make mincemeat of the Rwanda backed rebels in weeks.
Another player is Marco Rubio who ultimately this is his baby within the trump admin. He is slightly competent and the Rwandans better hope trump does not show more than a passing interest in this deal, as has been the case so far.
Winenut
GO AVZ!!!!
Saw your stuff on X and some of the questions you were posing to August there timbo
Interesting times with AVZ and that dude's comments on the Bird that's for sure
I truly respect August. Obviously very very smart, tons of admiration on my end. But, and I might be misremembering his exact opinion, but I believe it was Trump is existential threat and silence on on Biden cognitive decline is valid response.
I do find it funny that in a recent post he said that he would never agree with Trump, except on Africa policy. If your exception to Trump as an existential threat is the policy that happens to make you money, I think that undermines the validity of your fear and you might be over egging the pudding.
Read his book. Brilliant guy. I'd be shitting myself if I was M23.
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