AVZ Discussion 2022

[Rechnerhand]

The diagram below is sourced from PLS's Fastmarkets presentation (24 June 2025), but it seems to be missing a key resource located in the DRC.
View attachment 88500
Source: https://cdn-api.markitdigital.com/a...pdf?access_token=0007mWNWzFFvApuPLV3P1AmwYQee

And as hedrox and others have previously indicated, the spodumene and lithium metal markets are in the early stages of heading inexorably northward based on the expected demand surge and supply deficit, which can only be a good thing for us.

Maybe KoBold/RIO and the DRC need to read the room.

Cheers
F

Disclaimer: I took a position in PLS in early Jul 2025.

Of course its missing ... look at the axis ... 500Mt is not the limit to give Manono the needed space to show up.

 

[BEISHA]

The diagram below is sourced from PLS's Fastmarkets presentation (24 June 2025), but it seems to be missing a key resource located in the DRC.
View attachment 88500
Source: https://cdn-api.markitdigital.com/a...pdf?access_token=0007mWNWzFFvApuPLV3P1AmwYQee

And as hedrox and others have previously indicated, the spodumene and lithium metal markets are in the early stages of heading inexorably northward based on the expected demand surge and supply deficit, which can only be a good thing for us.

Maybe KoBold/RIO and the DRC need to read the room.

Cheers
F

Disclaimer: I took a position in PLS in early Jul 2025.

Yeah , i took a position too, i have a $2 price target for this current run.

Lithium sector is starting to get a bit of love again, Global X is on the verge of a breakout.

Accordingly, this improved bullish sentiment is going to apply the blow torch to the suitors interested in taking out AVZ Manono......".fair price" may not cut it anymore, maybe fair needs to up the ante...

 

[Dazmac66]

Interesting that these two companies have been collaborating!!
Source: Forexlive | Forex News, Technical Analysis & Trading Tools
https://search.app/oH9wx

 

[Roger2018]

Haha, I did the same thing at the same price a few years ago. The PLS share price was moribund at the time, and there were better opportunities in Africa...so I thought.

Also me
I did listen to some people.
Lesson learned no Africa!

 

[hedrox]

I did the same....bought PLS and LTR 4 weeks ago after realising the next big cycle for lithium is coming, less risk and both are ready set up and go...perfect scenario for the next big wave..

 

[Bray]

Also taken a position in PLS mid year slump is doneski, send it into December, looking for $2.50 exit

 

[JasonM]

do we have a countdown for anything or are we floating in the wind waiting to hear something? Talk of peace signing later this month and maybe a minerals deal, do we have confirmed dates or is it slipping?

 

[j.l]

do we have a countdown for anything or are we floating in the wind waiting to hear something? Talk of peace signing later this month and maybe a minerals deal, do we have confirmed dates or is it slipping?

Floating in the wind, like a fart in the breeze.

 

[Samus]

do we have a countdown for anything or are we floating in the wind waiting to hear something? Talk of peace signing later this month and maybe a minerals deal, do we have confirmed dates or is it slipping?

Sorted:

 

[KentCStrait]

do we have a countdown for anything or are we floating in the wind waiting to hear something? Talk of peace signing later this month and maybe a minerals deal, do we have confirmed dates or is it slipping?

The DRC–Rwanda Peace Agreement (the ‘Washington Accord’) was signed on June 27, 2025. By July 27, the agreement called for a joint DRC–Rwanda security coordination mechanism and a regional economic integration framework focused on mineral trade and investment.

In parallel, we’re supposed to see the formalization of the U.S.–DRC minerals-for-security pact by the end of July—along with confirmation of the KoBold deal.

But this is the DRC—and those Chinese rat fuckers are always lurking and plotting—so who knows.

 

[Samus]

Let's hope old TACO actually pulls this one off.

 

[Samus]

Feels like AVZ investors should go to town on this one:

https://x.com/CadastreMinier/status/1945031634564112399

 

[Stockinvesting]

The DRC–Rwanda Peace Agreement (the ‘Washington Accord’) was signed on June 27, 2025. By July 27, the agreement called for a joint DRC–Rwanda security coordination mechanism and a regional economic integration framework focused on mineral trade and investment.

In parallel, we’re supposed to see the formalization of the U.S.–DRC minerals-for-security pact by the end of July—along with confirmation of the KoBold deal.

But this is the DRC—and those Chinese rat fuckers are always lurking and plotting—so who knows.

You mention 'confirmation of the Kobold deal' mate. Source, please?
Genuine question.

 

[Rechnerhand]

Rio Tinto appoints Simon Trott as Chief Executive ... nice to know.

 

[Xerof]

You mention 'confirmation of the Kobold deal' mate. Source, please?
Genuine question.

Sure, here t’is:

 

[Rechnerhand]

They took it and gave it to the Chinese. An Australian company is suing for a giant deposit of precious metal --> Unfortunately they did not consider ICC outcome since 2nd of July (released news) but I found it worth to share as AVZ and Manono are also globally on radar ... even in the Ukraine.

 

[ptlas]

I've heard @KentCStrait prefers soy sauce

Probably just a vicious rumour

Leave Knt alone.

 

[Hodlandwin69]

Apparently today (15/7/25) is the last day for this round of negotiations in Doha between m23/DRC.

Hopefully they sign something today (currently 5pm in Doha). Otherwise will probably be another month before next round of negotiations finish

 

[Skar]

Feels like AVZ investors should go to town on this one:
View attachment 88531

https://x.com/CadastreMinier/status/1945031634564112399

Does Nige still want investors to not make waves or is it all hands back on deck since it all turned to shit during the temp suspension?

 

[obe wan]

Does Nige still want investors to not make waves or is it all hands back on deck since it all turned to shit during the temp suspension?

I don’t think things are in a bad position at the moment ( just a hunch ) , probably best keeping it cool for the time being