AVZ Discussion 2022

[Xerof]

Jens playing pretend again.

He talks like he’s still in the room — but it’s obvious he’s out of the loop and just talking shit. The guy flip-flops more than a fish on a dock.

One minute he’s telling people not to post price targets. The next, he’s floating sub-$2 like it’s gospel. One minute he’s warning you not to criticise the DRC. The next, he’s calling them corrupt and bankrupt.

Let’s not forget — Jens has 8 million shares and has already sold down enough to cover his original outlay. He’s walking away with millions regardless of outcome. So of course he’s relaxed about a lowball result — he’s not the one facing real losses.

And if this ends up going to a shareholder vote, don’t kid yourself — he’s not “managing expectations,” he’s softening the blow to make a lower number palatable and protect his own position.

Oh, and the constant back-and-forth with Shane East wood? Enough already. Everyone knows Shane’s a nut — Jens just needs to shut the fuck up and stop feeding him.

Thanks himybaggywaggy. Close the door on the way out

 

[cruiser51]

Why does Kiki suddenly say Graham Kerr CEO of AVZ?
Is that a slip of the pen?

Graham Kerr is/was CEO of South32 from Oct 2014, an ex BHP man, studied accounting and business information systems.

As far as I know, Nigel Ferguson is AVZ's CEO and MD.

Just odd.

 

[Spikerama]

Thanks himybaggywaggy. Close the door on the way out

Ferguson is Managing Director not CEO.

 

[Retrobyte]

Why does Kiki suddenly say Graham Kerr CEO of AVZ?
Is that a slip of the pen?

Graham Kerr is/was CEO of South32 from Oct 2014, an ex BHP man, studied accounting and business information systems.

South32 poaches Anglo American executive to replace Kerr as CEO

The diversified miner has tapped copper expert Matthew Daley to replace inaugural boss Graham Kerr after more than a decade at the helm.

www.afr.com

 

[Bin59]

Why does Kiki suddenly say Graham Kerr CEO of AVZ?
Is that a slip of the pen?

Graham Kerr is/was CEO of South32 from Oct 2014, an ex BHP man, studied accounting and business information systems.

As far as I know, Nigel Ferguson is AVZ's CEO and MD.

Just odd.

View attachment 87628

Good pick up Cruiser, I see he has recently announced he is stepping down as South22 CEO later in 2026.

There is plenty of talk about large mergers in the mining industry atm, one of them being a Glencore / RIO merger and the other a BHP / Anglo American merger.

South32 announces CEO transition

Today we announced that Matthew Daley will join the company as Deputy Chief Executive Officer on 2 February 2026 and will assume the role of Chief Executive Officer when Graham Kerr steps down from the role later in 2026.

www.south32.net

South32 announces CEO transition​

12 MAY 2025

Today we announced that Matthew Daley will join the company as Deputy Chief Executive Officer on 2 February 2026 and will assume the role of Chief Executive Officer (CEO) when Graham Kerr steps down from the role later in 2026.​

Mr Daley will join South32 from Anglo American plc, where he is currently the Technical and Operations Director and a member of the executive leadership team. He joined Anglo American in 2017 as Group Head of Mining, and prior to that he was the Executive General Manager for Glencore’s Canadian copper division. Mr Daley’s earlier career included operational, commercial and project roles with Xstrata and Minera Alumbrera.

The appointment of Mr Daley follows a comprehensive global search by the Board, which included the evaluation of internal and external candidates.

South32 Chair Karen Wood said: “As we embark on this leadership transition, I want to recognise the outstanding contribution Graham has made over a decade of service through the company’s demerger from BHP and the subsequent transformation of its portfolio.

“As inaugural CEO, Graham has been instrumental in establishing South32’s values-based culture, building a quality leadership team, and implementing our strategy, underpinned by a disciplined approach to capital allocation and cost management. His safety-focused leadership has enabled the ongoing delivery of our global, multi-year Safety Improvement Program which remains core to the pursuit of improvements in our safety performance.

“Graham will continue to lead the company through the transition period which will give Matthew the opportunity to get to know our people, our stakeholders and our many operations around the world before taking the helm.

“Matthew is a highly accomplished executive with extensive operational and leadership experience, including in copper and in the Americas, and the Board is confident he is the right successor for Graham.”

South32 CEO Graham Kerr said: “It has been an honour to be part of South32 and lead the business through its first ten years.
“From defining the company’s purpose, strategy and values, to transforming its portfolio and setting it up for long term success, I’m proud of all we have achieved since 2015.

“When Matthew assumes the role, he will bring fresh leadership to continue South32’s transformation into the next decade. In the meantime, I remain focused on leading the business in the execution of our strategy, including the work to deliver a step change in our safety performance and the ongoing transformation of our portfolio towards minerals and metals critical to the global energy transition.”

Incoming Deputy Chief Executive Officer Matthew Daley said: “I am delighted to be joining South32 and look forward to working with Graham and his leadership team as I transition into the role of CEO.

“South32’s portfolio has evolved substantially in recent years and is well positioned for potential future growth with a strong balance sheet, an attractive commodity mix, and a pipeline of options in highly prospective regions.”

 

[Retrobyte]

Kerr knows Africa .....

 

[Bin59]

Does anyone recall that for the DRC to agree to issue us a ML our intention had to be that we were going mining and not selling the project?

 

[Jazz]

Does anyone recall that for the DRC to agree to issue us a ML our intention had to be that we were going mining and not selling the project?

I do recall something along those lines, probably a good year or more ago. No idea where it came from though.

 

[Skar]

Does anyone recall that for the DRC to agree to issue us a ML our intention had to be that we were going mining and not selling the project?

Yes thats the purpose of the DFS and my understanding is that was a key component of bringing in CATH so early on. Its why you can sell X% to CATH for ~240M... then the balance of the % be valued in the billions (and not a direct multiple of CATH's % of the project). There is a corresponding transformation of value (and operations) to go from explorer to producer. We ticked all those boxes, did all the work but were not awarded the ML to start funding/building the mine - its part of why our damages are so high, we got all the approvals.

The only reason NF agreed to the Kobold framework (in principal) was to unstuck the project. There is no legal basis for what has happened to us, its pure corruption which is why we are going through ICC/ICSID.

Edit: If this deposit was in the Pilbara instead of the Congo, (ignoring the fact our entrance would never be as low as where we got in), we would be worth well over 10B by now, with the worlds largest mine and a lot of other miners would be mothballed.

We essentially have another Greenbushes here.

 

[Penskefile]

The other part of it was 'US State Department officials confirmed they want to boost “responsible and transparent” development of DRC’s critical minerals'

If AVZ can get rat fucked by China

Then the gringos can also get rat fucked by Chyyyyyyyyyna

And the gringo king won't tolerate that shit imo

No-one fucks with The Great Man, and those who’ve attempted to have had their asses handed to them.

In Trump We Trust

 

[Sammy_da_Smile]

Why does Kiki suddenly say Graham Kerr CEO of AVZ?
Is that a slip of the pen?

Graham Kerr is/was CEO of South32 from Oct 2014, an ex BHP man, studied accounting and business information systems.

As far as I know, Nigel Ferguson is AVZ's CEO and MD.

Just odd.

View attachment 87628

Can anyone confirm what statement from the company Kiki is quoting this from:

"We stand firm in the fight for our rights and compensation for the damage suffered in the context of the Manono project," said Graham Kerr, Managing Director of AVZ Minerals.

 

[PutUsernameHere]

@PutUsernameHere, I got mine at the March 2020 major shareholders meeting in Perth.

Ahh copy that, I'm not a major shareholder. Hopefully we're all awarded with something in future, both in returns and momento. But this shit will live rent free with me for a long time to come

 

[j.l]

In case you haven't had time this morning to give yourself a paper cut and squeeze lemon juice on it, here's the latest morale-booster as a quick pick-me-up.

Thank me later.

 

[timb89]

In case you haven't had time this morning to give yourself a paper cut and squeeze lemon juice on it, here's the latest morale-booster as a quick pick-me-up.

Thank me later.

View attachment 87633

What's wrong with anything said here?

 

[Winenut]

What's wrong with anything said here?

They forgot to mention $12....

 

[timb89]

If $2-6 was such a possibility, then $1.50 would be a certainty. And Nigel (as would any human) would have taken that deal by now, walking away with 75mil and silencing the class action crowd.

 

[Winenut]

If $2-6 was such a possibility, then $1.50 would be a certainty. And Nigel (as would any human) would have taken that deal by now, walking away with 75mil and silencing the class action crowd.

Don't think the Nige can "officially" take any deal offered just at the moment.....hands are tied

Even if one fiddy was on the table from Kobold we're still beholden to the peace deal being finalised and DRC sorting out the ML side of things plus acceptable terms to any arrangement being thrashed out before anything "potentially offered" can be offcially accepted and announced IMO

 

[timb89]

Don't think the Nige can "officially" take any deal offered just at the moment.....hands are tied

Even if one fiddy was on the table from Kobold we're still beholden to the peace deal being finalised and DRC sorting out the ML side of things plus acceptable terms to any arrangement being thrashed out before anything "potentially offered" can be offcially accepted and announced IMO

Likely true.

 

[Dazmac66]

If $2-6 was such a possibility, then $1.50 would be a certainty. And Nigel (as would any human) would have taken that deal by now, walking away with 75mil and silencing the class action crowd.

Well $12 is a possibility so $6 is a lay-down misère!!

 

[Jongo]

The fact that DLA Piper is assisting AVZ is comforting. I asked Copilot the following question.

"How good is DLA Piper at negotiating a favourable settlement in cases similar to the AVZ scenario, give examples."

The answer is good ...

"DLA Piper is widely regarded as one of the top global law firms for handling complex cross-border disputes, including investment treaty arbitration and mining sector negotiations—both highly relevant to the AVZ scenario.

While specific case outcomes are often confidential, here’s what we can draw from public records and their track record:

Strengths Relevant to AVZ’s Case

• Investor-State Dispute Settlement (ISDS): DLA Piper has represented both investors and states in ICSID and UNCITRAL arbitrations. Their experience includes disputes over expropriation, mining licenses, and regulatory interference—core issues in AVZ’s claim against the DRC.
• Mining & Energy Sector Expertise: The firm has advised on resource nationalization disputes, joint venture breakdowns, and permit revocations, often in Africa and Latin America.
• Settlement Strategy: DLA Piper emphasizes early dispute resolution where possible, using mediation, structured negotiations, and hybrid settlement frameworks—similar to the KoBold-AVZ framework.

Notable Examples

• Vedanta Resources v. Zambia: DLA Piper advised Vedanta in a dispute over the seizure of a copper mine. The case involved ICSID arbitration and complex negotiations with the Zambian government.
• Tethyan Copper Company v. Pakistan: While not directly involved, DLA Piper has cited this case in its publications as a benchmark for large-scale mining arbitration, showcasing their familiarity with billion-dollar claims.
• Confidential African Mining Dispute: In a matter involving a revoked mining license in West Africa, DLA Piper reportedly helped secure a favorable settlement through a combination of arbitration and diplomatic engagement.

Implications for AVZ
Given DLA Piper’s deep bench of arbitration specialists, sector-specific knowledge, and experience navigating political risk, they are well-positioned to negotiate a favorable outcome for AVZ—whether through a KoBold-facilitated settlement or a full ICSID ruling.

Would you like a breakdown of how DLA Piper might structure a hybrid settlement in this context?"