AVZ Discussion 2022

[Charbella]

I think it’s time Kobald recognises that there’s no bargain to be had here when it comes to Manono. This is a world-class asset, and if they’re not prepared to meet a fair price, they risk losing it to a buyer who is — and there are certainly parties out there willing to pay significantly more.
Let’s be real, this is peanuts for the U.S. in the broader scheme of critical mineral security. Donald’s not going to be happy if they let Manono slip through their fingers over a couple of billion dollars.

 

[BEISHA]

View attachment 88713

Well, well, well, Kobold certainly does not appear to be a lay down misere, not by a long shot!

Various parties , meaning competition , price pressure to capture the biggest , best grade of lithium the world will ever see and whilst those discussions continue....

Lithium spot price has just cracked into the 70,000 territory.

Let the games continue.

AVZ BOD playing it to perfection.

 

[ptlas]

I never said KoBold was a named party in the arbitration. What I said - and what AVZ’s announcement confirms - is that KoBold’s deal with the DRC is the reason AVZ went back to ICSID on July 18. That’s not my “interpretation.” It’s verbatim:

“…and on 18 July 2025, informed the ICSID Tribunal of the GDRC Kobold Agreement which is a breach of PO3.”

That’s not how a friendly, cooperative deal gets handled. That’s a breach notification. And it completely undermines this idea that everything is sunshine and backroom handshakes.

I’ve said before—and I’ll say again—I hope it all works out. I want my money back. I want us all properly compensated. I've been very consistent about that. But let’s not pretend KoBold signing onto disputed ground is business as usual.

And finally—if anyone here wants to call me a moron, accuse me of being a puppet, or throw personal insults instead of engaging with the facts: go for it. It says more about you than me.

Great attempt to create discord in order to undermine the discussion. Includes the usual tactic of discussing yourself.
But, it didn't work.

 

[KentCStrait]

Great attempt to create discord in order to undermine the discussion. Includes the usual tactic of discussing yourself.
But, it didn't work.

Tommy is the author?

Found it. Brad Thompson is the "journalist." But he is mates with Tommy. They both worked together at the AFR.

 

[FatCatz]

What the fuck would you know know prove it or fuck off

https://www.theaustralian.com.au/su...OUPA-Segment-1-NOSCORE&V21spcbehaviour=append

impeccable timing don't you think?

 

[Samus]

https://www.theaustralian.com.au/subscribe/news/1/?sourceCode=TAWEB_WRE170_a_BIN&dest=https://www.theaustralian.com.au/business/mining-energy/avz-and-bezosbacked-miner-kobold-metals-in-standoff-over-deal-the-white-house-wants-done/news-story/29f38b52168897fdf990104e6852a2c8&memtype=anonymous&mode=premium&v21=GROUPA-Segment-1-NOSCORE&V21spcbehaviour=append

impeccable timing don't you think?

What?
Did you read the headline and not realise the entire article is complete fucking bullshit?

 

[hedrox]

Tommy is the author?


The figure I've been told that's been offered by KoBold is USD$0.85 per share. And that there are other bidders who have offered significantly more.

Where is this info from? @KentCStrait ....from the horses mouth?
But honestly I am not surprised by CATL still being in the game. Mr Pei never would have let Manano go to the Americans without a fight.
Pei and Felix had for sure some secret talks behind the curtains in the last 2 month. Chinese and American way of doing business is very different, as we know...The big Question is only how does Felix gets away with that without Trump lifting his finger...
The problem in the end is $$$ again...Will Kobold pay up a fair price for AVZ's interest?
I think they won't let go Manano and eventually will make a reasonable offer...spot on @Charbella

 

[BEISHA]

Yeah, they've sort a new order against the DRC at the end of June, and then gone back on the 18th July, to report DRC and KoBold.

I remain eternally hopeful this is all going to work out. But I don't see how people can read that announcement and think all is rosy. KoBold is up to no good, just like the Chinese and DRC, they're just being a lot more sophisticated about it.

Yeah, they've sort a new order against the DRC at the end of June, and then gone back on the 18th July, to report DRC and KoBold.

Provide the link and make sure its in english please.

 

[FatCatz]

JUST MY OPINION


Honestly, I think AVZ right now has the strongest hand we've had since this whole debacle kicked off.


AVZ has a few aces up its sleeve:

• ISCID proceedings - which, so far, have backed AVZ's claims. The company hasn’t broken any laws and has played by the DRC Mining Code. If this goes the distance, I'd imagine a cool $10 billion and change could land in AVZ’s lap. Not that I want it to drag out, but hey, if push comes to shove, why not take the scenic route?
• Chinese major backer CATH - still very much in the game. In theory, they could just buy AVZ out. There’s no shortage of brown paper bags if KoBold doesn’t show up soon - and let's be honest, that’s always an attractive offer for DRC Ministers. And before anyone yells at me - I’m not pro-Chinese, FFS. I’m just a realist.
• KoBold - desperate to prove themselves with a tier-1, once-in-a-lifetime asset so they can sit at the big kids’ table. Gates wants to save the world. Bezos just wants more money and power. Classic.
• Trump - somewhere out there, Trump’s probably been stroking himself thinking about all the juicy media headlines and MAGA tweets he can drop once this thing wraps up (if it ever does). He wants this deal done yesterday. A few billionaire backers getting a little something-something is a small price to pay for cucking themselves out to Trump show.
• And back on KoBold - they've been name-dropping Manono for months like it’s the next Bitcoin. They want it. But honestly? It’s been all talk, no trousers. AVZ’s still holding the line. KoBold will get desperate. AVZ to entertain other offers as its what in the best interest of SHAREHOLDERS. If it's Fucking Chinese or Arabs then so be it. I want maximum return.

I want this shit done, but I want it done with fair compensation. Been holding 7 years now, what's another 7 months?

 

[KentCStrait]

Where is this info from? @KentCStrait ....from the horses mouth?

I've got a couple of sources who independently told me the same figure over the past couple of weeks. I'm not saying it's a sure thing, but they've rarely been wrong in the past.

The both also told me that there are other bidders who have offered significantly more than KoBold, but KoBold is unwilling to budge. Which fits with what's happened since then. As I said before I think KoBold is trying to box these other companies out.

 

[FatCatz]

What?
Did you read the headline and not realise the entire article is complete fucking bullshit?

It was sarcasm man.... sarcasm.

 

[Xerof]

Where is this info from? @KentCStrait ....from the horses mouth?

 

[Flekman11]

I agree with most of this.

AVZ’s leverage is ICSID, and reporting the GDRC–KoBold agreement as a breach was 100% the right move. Postponing the June hearing got us nowhere—so yes, no more goodwill gestures.

Where we might differ is tone, not substance. I’m not saying AVZ should walk away or blow things up. What I am saying is: signing a public agreement to develop Manono—on land AVZ is fighting to defend—without involving AVZ, and in breach of ICSID orders, is not a neutral act. It’s calculated.

So yes—AVZ should absolutely keep the pressure on. But we also shouldn’t pretend KoBold’s move was harmless or friendly. It was strategic—and possibly hostile. I certainly lean towards hostile. That doesn’t mean we won’t get a deal, but we need to keep our eyes open until the money lands.

Only one person uses the Em dash as much as you. Someone on X pointed it out recently I think.

 

[KentCStrait]

Only one person uses the Em dash as much as you. Someone on X pointed it out recently I think.

If your only comeback is my punctuation—em dash, en dash, semicolon, whatever—congrats on dodging every actual point. I’ll take it as a quiet admission that you’ve got nothing.

Earlier I was accused of being Yaseen. I’m guessing now you think I’m Shane. All I need is someone to accuse me of being Toilet and I’ll have the full collector’s set. Does Toilet use smart quotes too across on the Crapper?

 

[Winenut]

If your only comeback is my punctuation—em dash, en dash, semicolon, whatever—congrats on dodging every actual point. I’ll take it as a quiet admission that you’ve got nothing.

Earlier I was accused of being Yaseen. I’m guessing now you think I’m Shane. All I need is someone to accuse me of being Toilet and I’ll have the full collector’s set. Does Toilet use smart quotes too across on the Crapper?

Shut up.....no-one gives a toss

 

[alesi]

I've got a couple of sources who independently told me the same figure over the past couple of weeks. I'm not saying it's a sure thing, but they've rarely been wrong in the past.

The both also told me that there are other bidders who have offered significantly more than KoBold, but KoBold is unwilling to budge. Which fits with what's happened since then. As I said before I think KoBold is trying to box these other companies out.

Are you able to divulge who the other companies are, and what $ they offered?

 

[KentCStrait]

Shut up.....no-one gives a toss

Well, clearly the people who keep throwing insults at me—including you.

If you genuinely didn’t care, you wouldn’t be here posting this. So either engage with the actual discussion, or don’t—but spare us the performative indifference.

 

[KentCStrait]

Are you able to divulge who the other companies are, and what $ they offered?

I don’t know—because I didn’t ask. I try not to push too hard for details and risk burning my sources.

That said, one of them did previously mention that Rio was sniffing around, along with another potential partner.

Who knows?

What I will say is this: in the past, some people connected to AVZ had loose lips. But over the past 12-18 months, they’ve been extremely disciplined. The information that’s leaking now seems to be coming from third parties, not AVZ insiders.

As for the USD $0.85 from KoBold—two of my contacts mentioned that figure, and both said their info came from contacts they had within the U.S. Government.

 

[Rightyo]

I’ll tell you what I did like in today’s announcement and that was the change in wording regarding a buyout.

We’ve gone from the March announcement, to paraphrase: not a lot to see here, could be nothing…..

View attachment 88718

And now: Yep, we’ve got multiple (written?) offers on the table and we’ll let you know when we’re happy with them (i.e. they become binding)…

View attachment 88719

I was a bit like others initially thinking KoBold were being sneaky but if they’re going to handover a few billion dollars they’re going to need to get some certainty from the DRC that they will get ownership of Manono. They have the framework in place with AVZ so I just think it’s another step in the right direction.

why is everyone so hung up on kobold. the latest announcment says 'VARIOUS" parties, very clever wording from nigel putting kobold last ( which is where they belong!) as a suttle message to S/H that its not a one horse race and they ALL want to advance the project for the DRC people. Kobold is the only one pubically beating its own drum, the other horses in the race will very soon let their offers/bids do the talking.

 

[Flekman11]

I don’t know—because I didn’t ask. I try not to push too hard for details and risk burning my sources.

That said, one of them did previously mention that Rio was sniffing around, along with another potential partner.

Who knows?

What I will say is this: in the past, some people connected to AVZ had loose lips. But over the past 12-18 months, they’ve been extremely disciplined. The information that’s leaking now seems to be coming from third parties, not AVZ insiders.

As for the USD $0.85 from KoBold—two of my contacts mentioned that figure, and both said their info came from contacts they had within the U.S. Government.

Only one person melts down like that.