AVZ Discussion 2022

[Flight996]

Yeah... which is why China has been aggressively buying up mines on the cheap while the prices are low and explorers cannot get funding to become producers, its predatory (AVZ now in this spot with the added DRC shenanigans, see how our BOD can negotiate it). Case in Point many have been f(*^ed over on LLL, PSC, Altura, Alita/Alliance... Now that Ganfeng have secured their supply for cheap guess what they are saying "oh prices too low not sustainable":

China's Ganfeng Says Current Lithium Prices May Not Be Sustainable, Costs of Multiple Projects Hard to Support | SMM

Polaris ESS Network learned that on June 26, Ganfeng Lithium stated at an investor conference that the current lithium price exhibits obvious bottoming characteristics, with the costs of multiple projects unable to support the current lithium price level.

news.metal.com

Its a cycle that will keep repeating, just gotta get the timing down.

Yep, Chinese fuck over everyone at every opportunity. Laws, regulations and established international business norms don't apply to them.

During the first round of the Australia-China bilateral trade talks, I represented certain Australian interests, and eye-balled their negotiators across the table. Regardless of what was agreed, they wanted it revisited next day in an attempt to extract incrementally more concessions. It's how they roll, and why their word has little value.

Cheers
F

 

[Strongman]

I want to know what Kobold are doing . So far not a word/leak . They talked the Manono deal up . We have an MoU . At some point soon they will have to show their hand . Either they are in or they are out . If they are in we are in .IMO

Yeah Wombat this is so fucken frustrating. Just more of the same in a seemingly endless shit show

 

[Jongo]

From Copilot ...

In typical ICSID proceedings, the interval between the resumption of arbitration and the scheduling of a hearing can range from 3 to 6 months, depending on several factors:

Key Influences on Hearing Scheduling

• Tribunal Availability: Coordinating the schedules of three arbitrators, counsel, and witnesses often takes weeks.
• Procedural Calendar: The tribunal must first issue or update a procedural calendar, which includes deadlines for submissions and logistical planning.
• Complexity of the Case: If new applications (like AVZ’s recent filing on DRC’s non-compliance) require preliminary rulings, this can delay scheduling.
• Language and Interpretation Needs: ICSID may need time to arrange interpreters and transcription services, especially if multiple languages are involved.
• Hearing Format: In-person hearings (e.g., in Washington, D.C.) require more lead time than virtual or hybrid formats.

Estimated Timeline for AVZ v DRC
Given that AVZ resumed proceedings on 24 June 2025, and assuming no major procedural disputes arise, a hearing date could be set between September and November 2025. However, if the tribunal opts to bifurcate issues (e.g., jurisdiction vs. merits), that could push the timeline further.

 

[Jongo]

My dream timeline ...

1. USA/DRC minerals for security deal completed by say Friday 11-Jul.
2. Kobold/RIO/DRC finalise an agreement for the following items by Friday 18-Jul.
   1. Kobold/RIO to be awarded the mining licence.
   2. AVZ to be paid fair value.
   3. AVZ to drop the ICSID and ICC cases, which will be well before the probable ICSID hearing resumption date.
3. Kobold/RIO pays the 10B USD or so to AVZ by Friday 25-Jul.
4. AVZ distributes the funds to shareholders by Friday 1-Aug.
5. Big celebration party in the West, given that the AVZ HQ is in Perth, on Friday 15-Aug. Or alternatively we could retrace The Count's recent pub crawl in The Rocks in Sydney.

 

[BRICK]

1. USA/DRC minerals for security deal completed by say Friday 11-Jul.
2. Kobold/RIO/DRC finalise an agreement for the following items by Friday 18-Jul.
   1. Kobold/RIO to be awarded the mining licence.
   2. AVZ to be paid fair value.
   3. AVZ to drop the ICSID and ICC cases, which will be well before the probable ICSID hearing resumption date.
3. Kobold/RIO pays the 10B USD or so to AVZ by Friday 25-Jul.
4. AVZ distributes the funds to shareholders by Friday 1-Aug.
5. Big celebration party in the West, given that the AVZ HQ is in Perth, on Friday 15-Aug. Or alternatively we could retrace The Count's recent pub crawl in The Rocks in Sydney.

And.... on August 18th i plow all my funds back into the lithium resurgance (if it turns out to be one)

 

[Remark]

And.... on August 18th i plow all my funds back into the lithium resurgance (if it turns out to be one)

I'll be looking for the next great African opportunity

 

[Goldenboy]

I want to know what Kobold are doing . So far not a word/leak . They talked the Manono deal up . We have an MoU . At some point soon they will have to show their hand . Either they are in or they are out . If they are in we are in .IMO

There are whispers in the wind that there are other parties interested …. Who … ?? Maybe the whole ICSID is a smokescreen.

 

[Pokok]

I'll be looking for the next great African opportunity

And it's not even friday

 

[JNRB]

I want to know what Kobold are doing . So far not a word/leak . They talked the Manono deal up . We have an MoU . At some point soon they will have to show their hand . Either they are in or they are out . If they are in we are in .IMO

?
Why so impatient. We know the milestones that Kobold are waiting on.
Peace deal signed.
Commercial deal with DRC set to follow soon.
What is it you think has changed for Kobold that they need show?

 

[Rechnerhand]

The contours of peace deal between Kigali and Kinshasa take shape

 

[Rechnerhand]

" ... As a central player in the governance of the mining sector, CAMI reaffirms its
commitment to the parsimonious management of our mineral and
to support the vision of the Head of State, who places the development of our resources in the
natural sources for national development and the well-being of
Citizens. ..."

Independence of the DRC: CAMI reaffirms its commitment to mining governance at the service of the people

 

[Rechnerhand]

DRC: Manganese project in Luozi aligns the 5 axes of mining diversification advocated by Kizito Pakabomba --> a good example how it could work between DRC and foreign investors and their governments.

also this --> DRC-Japan: A historic joint venture for the exploitation and processing of manganese in Kongo-Central

 

[Rechnerhand]

U.S. Embassy in the
Democratic Republic of the Congo​

Peace Agreement Between the Democratic Republic of the Congo and the Republic of Rwanda

 

[Jongo]

With Kobold, and presumably RIO, planning to begin construction in 2026, the sooner the better for Kobold/RIO to take ownership of the mining licence, and probably no later than August. I recall that a few months ago someone from X, whom claimed to be in the know, stated that the target for us shareholders receiving funds is July/August 2025.

"Initial Production Target: KoBold aims to bring the Manono project online by 2028, which implies construction would need to begin by 2026 to meet that schedule."

 

[cruiser51]

$3 Billion under reported by KKC!

20% is owned by the DRC state, 39.6% is owned by Ivanhoe Mines, 39.6% by Zijin Mining Group and .8% by Crystal River Global Ltd.

 

[Penskefile]

View attachment 87833 View attachment 87834

$3 Billion under reported by KKC!
View attachment 87835
20% is owned by the DRC state, 39.6% is owned by Ivanhoe Mines, 39.6% by Zijin Mining Group and .8% by Crystal River Global Ltd.

Can’t believe that the cost of snacks has tripled over the past 3 years.

 

[Hudnut]

I just got called and told the DRC signing with Trump is on at the moment on Sky News extra.

 

[Mute22]

I just got called and told the DRC signing with Trump is on at the moment on Sky News extra.

Likely a re-run of this:

 

[Rechnerhand]

Whoever is looking from time to time to our respectful (temporarily) neighbor at the CdL-site will notice a silent update.

Manono Northeast Lithium Project

 

[Winenut]

Whoever is looking from time to time to our respectful (temporarily) neighbor at the CdL-site will notice a silent update.

View attachment 87842

Manono Northeast Lithium Project

fuck me....

Nothing like fast tracking your project with a $70M bribe and fuck all else....

Makes me sick reading about these fucking arseholes