AVZ Discussion 2022

[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.

 

[BRICK]

Prepare the lifeboat…

 

[Slipperysucker]

Looks like we have a kuntseestraight / Fatkunce reach around party going on here, no that there's anything wrong with that...

It's starting to smell a little HCish in here

 

[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.

You don’t know because you you didn’t ask?

You’re scared to burn your sources but here’s something, “RIO was sniffing around!”

This is the funniest…US gov are aware of a TO price before any of the commercial players involved even know?

Fuck off, you’re full of shit as always you shittest of shit cunts.

 

[Flekman11]

Looks like we have a kuntseestraight / Fatkunce reach around party going on here, no that there's anything wrong with that...

It's starting to smell a little HCish in here

Looks like we have a kuntseestraight / Fatkunce reach around party going on here, no that there's anything wrong with that...

It's starting to smell a little HCish in here

True. I just hate those fuckers,…apologies to the forum.

 

[CHB]

Sell it to the highest party and let them deal with the task of getting it mined. If they then want to onsell it to Kobold then go for it.

Who gives a shit. Just pay up.

 

[Hemicuda]

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?

Mate just fuck off, no one gives a shit

 

[Huntian]

https://www.mining.com/avz-slams-congo-kobold-deal-over-disputed-lithium-project/

 

[Skar]

Sell it to the highest party and let them deal with the task of getting it mined. If they then want to onsell it to Kobold then go for it.

Who gives a shit. Just pay up.

I think the DRC-Kobold deal was to signal to other parties "see the Government says we get it"... if the government is not hospitable like we have seen with AVZ, they can stall and lock you out requiring serious litigation (10B USD lost rev and damage so far isn't it?). The question is will the government accept snacks from anyone or only kobold.

 

[Huntian]

 

[Bray]

Im keen to learn more about this AI exploration, after all the years I did drilling and seismic exploration for BHP/BMA and few other parties, never once would have I thought you could do AI exploration. Alien technology or what?!