AVZ Discussion 2022

[ptlas]

Not sure if this is already posted.
If so, apologies:

https://hotcrapper.com.au/news/asx-...e-as-pentagon-buys-big-stake-in-us-ree-miner/

Rare earths stocks surge as Pentagon buys big stake in US REE miner​

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ASX News Metals & Mining Steel Industrial Metals & Minerals Basic Materials
2 hours ago
https://media.hotcrapper.com.au/authors/V1-Jonathon.jpg
Jonathon Davidson
The Market Online, Australia

https://media.hotcrapper.com.au/embed/ba8vuv4war842bk6gfgphk6wby/1/largeAdobe Stock
Iluka Resources (ASX:ILU) was the beneficiary of momentum driven by a decision from the US Pentagon overnight to buy a 15% stake in a listed REE smallcap in Las Vegas.
Listen to the hotcrapper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.
The company that the U.S. Government (or Trump, for all intents and purposes) bought a stake in doesn’t matter. It’s ultimately a show of support from the White House (or Pentagon, depending on who you listen to) to actively participate in the mission to secure domestic supply chain security.
And that, in turn, has Australians bullish we could soon see a similar type of move from Canberra. Or at least, some are thinking that.
https://media.hotcrapper.com.au/embed/bghipon9j9uw2cnjvjrduzmexu/1/largeIluka’s 1Y returns as a line chart. Source: Market Index
At the same time, the rare earth metal molybdenum shot up overnight, in part driven by the news. London Metal Exchange (LME) futures for the tech metal jumped +16.7% in one session (though, after a dip in late June, that brings monthly growth in the price to a more modest +6.4%).
We aren’t seeing the same thing for neodymium, though, which is often the best-known rare earth element (REE), and particularly highlighted for its role in wind turbines and other renewable technologies.
That’s because the U.S. is a major producer of molybdenum, one of the few rare earth elements with which it can boast that claim.
China remains dominant, but the U.S. holds a significant global share.
Typically, the metal is a byproduct of porphyry copper mining, but the company the U.S. has invested $600 million in – MP Materials – is a straight rare earth miner.

 

[ptlas]

 

[Pokok]

Its a quiet Friday
I'm having a hard time getting the yoga instructor I hired out of my home .
every time I ask him to leave he says
Namaste.

The man who invented throat lozenges died last week
There was no coffin at the funeral

 

[Remark]

A woman gets on a bus with her baby. The bus driver says, That’s the ugliest baby that I’ve ever seen. Ugh!

The woman goes to the rear of the bus and sits down, fuming.

She says to a man next to her, the driver just insulted me! The man says, you go right up there and tell him off—go ahead, I’ll hold your monkey for you.

 

[LEFOOL]

My neighbor knocked on my door at 2am this morning and said: 'i cant sleep!'
'Well its your lucky day' I said.'We're having a party here come in!'

 

[Small Trader]

A doctor, a lawyer and an engineer are arguing about which profession is the oldest.

The doctor says:
‘Even in the Old Testament, God created Eve from Adam's rib – clearly a surgical masterpiece!’

The lawyer counters:
‘Wait a minute! Before that, there was chaos – and God created order. That was a clear case of legal structuring!’

The engineer leans back, grins and says:
‘And who do you think created the chaos?’

 

[Samus]

 

[Rechnerhand]

Peace talks between DRC and M23 rebels 'moving in the right direction'

 

[Remark]

So I was in a shoe shop this morning trying on a shoe, I said to the assistant, "It's too tight".

She said, "Try it with the tongue out".

I said, "It'th nho ghood, it'th thtill thoo thight".

Bad dad joke, sorry

 

[Rechnerhand]

How a US mission to push a Trump deal in Congo unravelled

 

[Rechnerhand]

The DRC-Rwanda peace deal --> always good to have different views on one topic like this.

 

[Pedro]

A doctor, a lawyer and an engineer are arguing about which profession is the oldest.

The doctor says:
‘Even in the Old Testament, God created Eve from Adam's rib – clearly a surgical masterpiece!’

The lawyer counters:
‘Wait a minute! Before that, there was chaos – and God created order. That was a clear case of legal structuring!’

The engineer leans back, grins and says:
‘And who do you think created the chaos?’

To all contributors to Friday funnies I congratulate you on the humour we all look foward to during such stressful, fucked out ,and insane times times, I'm sure someone more organised and capable than myself could make a thread to to capture these golden moments to remember a joke before potentially selling a kidney or eventually proposing to the stressed out better half,and everything in between.
Keep positive we're nearly there. Pedro

 

[Rechnerhand]

Want to be a good explorer? Study economics --> KoboldMetals

 

[Lucas Don Velor]

Jeez! These brown paper bags are getting heavier and heavier poor

Jeez! These brown paper bags are getting heavier and heavier poor Felix hurt his neck!!!
View attachment 88333

If you look closely, you’ll notice FT is a giant brown paper bag!

 

[Felix]

I beg your pardon??

 

[KentCStrait]

I beg your pardon??

What? You heard me open that packet of Oreos from all the way across there?

 

[Jongo]

The Washington Accord was scheduled to be complete by 11-Jul and hence, I asked Copilot for an update ...

M23–DRC Negotiations

• The fifth round of Doha-led peace talks between the DRC and M23 resumed on 10 July, with senior-level delegations from both sides present.
• Talks are reportedly “moving in the right direction”, but no final agreement has been reached yet.
• M23 is demanding exclusive control of North and South Kivu for eight years, along with autonomy provisions and reintegration of allied militias.
• The U.S. and Qatar are pushing for a resolution this week, ahead of the Heads of State protocol signing.

So, while negotiations are active, the M23 agreement has not yet been finalized.

Heads of State Protocol: Tshisekedi & Kagame

• Presidents Tshisekedi and Kagame have not yet signed the full protocol as of 11 July.
• The signing is expected to occur later this month in Washington, following the conclusion of the Trump African Leaders’ Summit.
• Both leaders have reaffirmed their commitment to the Washington Accord, and their teams are coordinating the final steps.

Now the outlook is for resolution by mid-July ...

Based on the latest reporting from Critical Threats and Jeune Afrique, the U.S. and Qatar are pushing for a resolution between the DRC and M23 by approximately 13–14 July 2025. This timing aligns with their goal of concluding the Doha-led peace talks before the Heads of State protocol is signed later in July by Presidents Tshisekedi and Kagame.

While no exact deadline has been publicly declared, diplomatic sources cited in the reports suggest that mid-July is the informal target window for finalizing the M23 agreement to ensure it complements the broader Washington Accord framework.

 

[KentCStrait]

I do not understand why anyone is bothering to talk to M23 and not instead just sending some drones to blow them up. This fucking country! There are 21,000 AVZ shareholders. There are less than 2,000 M23 fighters. We could take these fucking clowns.

 

[Hudnut]

I do not understand why anyone is bothering to talk to M23 and not instead just sending some drones to blow them up. This fucking country! There are 21,000 AVZ shareholders. There are less than 2,000 M23 fighters. We could take these fucking clowns.

I don't want M23 to go away.
I want them putting pressure on Felix until we get our money.
If M23 goes away, Felix fells safe enough not to need security from the US, and the whole thing falls over.

 

[Chase]

I don't want M23 to go away.
I want them putting pressure on Felix until we get our money.
If M23 goes away, Felix fells safe enough not to need security from the US, and the whole thing falls over.

I want to see M23 knocking on ol Felix's front door