AVZ Discussion 2022

[ozmacca]

I’m getting on board with the not trusting Kobald as far as we could kick them train. Haven’t seen discussed on here yet, is there a chance that with their “technology” (ie resource AI scanning some shit) they’ll try and stitch us and determine pegmatite around the borders of our mining area and get license for there, and try and avoid paying us out? I.e instead of paying us $12bn they’ll dig deeper in a shitter area nearby that may ultimately prove more financially attractive given they don’t have to pay us?

Edit: happy to delete this , but trying to to see all angles of the pricks attack

 

[Roon]

I’m getting on board with the not trusting Kobald as far as we could kick them train. Haven’t seen discussed on here yet, is there a chance that with their “technology” (ie resource AI scanning some shit) they’ll try and stitch us and determine pegmatite around the borders of our mining area and get license for there, and try and avoid paying us out? I.e instead of paying us $12bn they’ll dig deeper in a shitter area nearby that may ultimately prove more financially attractive given they don’t have to pay us?

I don't see that as a high likelihood. They've honed in Roche Dure and IMO are just doing what they can to ensure the DRC Government see them as the preferred/only partner, and by extension also playing hard-ball business to ensure that A) we accept a low-ball offer, and that B) all other potential suitors are boxed out of the game.

Unsurprising really, but it does seem to be working to an extent, given the DRC partnership framework.

We could try push back if it comes to that and they're not willing to level a reasonable offer, but I think it's almost certain that this will end with Kobold now. Its just a question of fair value, which we obviously have a different perspective on. I don't think after the non-binding agreement we made that they will come out and try to absolutely rat-fuck us in terms of going around us to get the licence without a payout, given the reputational and possibly legal implications after basically admitting its ours, they'll just try and rat-fuck us on price. Which is understandable, if not acceptable.

Im content to wait for the offer that is eventually informed by AVZ management to shareholders. After all this time, I dont believe NF will be bowing down, and if they suggest accepting a price then I'd bet thats about as good as we can get. It'll be a hell of a lot less than I think some expect, but I do believe that at least we will get some kind of a compensatory return, rather than waiting years-on-years for the legal/arbitration actions to reach a payout. Which may never end up being delivered anyway.

I think we just need to be patient a little longer and the pathway will become clear

 

[ozmacca]

I don't see that as a high likelihood. They've honed in Roche Dure and IMO are just doing what they can to ensure the DRC Government see them as the preferred/only partner, and by extension also playing hard-ball business to ensure that A) we accept a low-ball offer, and that B) all other potential suitors are boxed out of the game.

Unsurprising really, but it does seem to be working to an extent, given the DRC partnership framework.

We could try push back if it comes to that and they're not willing to level a reasonable offer, but I think it's almost certain that this will end with Kobold now. Its just a question of fair value, which we obviously have a different perspective on. I don't think after the non-binding agreement we made that they will come out and try to absolutely rat-fuck us in terms of going around us to get the licence without a payout, given the reputational and possibly legal implications after basically admitting its ours, they'll just try and rat-fuck us on price. Which is understandable, if not acceptable.

Im content to wait for the offer that is eventually informed by AVZ management to shareholders. After all this time, I dont believe NF will be bowing down, and if they suggest accepting a price then I'd bet thats about as good as we can get. It'll be a hell of a lot less than I think some expect, but I do believe that at least we will get some kind of a compensatory return, rather than waiting years-on-years for the legal/arbitration actions to reach a payout. Which may never end up being delivered anyway.

I think we just need to be patient a little longer and the pathway will become clear

Mate give me ATH and I’ll fuck off in to the central coast sunset wearing 90s 3/4 length boardies to the Beachcomber shooting pistols double dumping a coupla red mitsubishis

 

[Roon]

Mate give me ATH and I’ll fuck off in to the central coast sunset wearing 90s 3/4 length boardies to the Beachcomber shooting pistols double dumping a coupla red mitsubishis

Couldn't have said it better myself

 

[JNRB]

I don't see that as a high likelihood. They've honed in Roche Dure and IMO are just doing what they can to ensure the DRC Government see them as the preferred/only partner, and by extension also playing hard-ball business to ensure that A) we accept a low-ball offer, and that B) all other potential suitors are boxed out of the game.

Unsurprising really, but it does seem to be working to an extent, given the DRC partnership framework.

We could try push back if it comes to that and they're not willing to level a reasonable offer, but I think it's almost certain that this will end with Kobold now. Its just a question of fair value, which we obviously have a different perspective on. I don't think after the non-binding agreement we made that they will come out and try to absolutely rat-fuck us in terms of going around us to get the licence without a payout, given the reputational and possibly legal implications after basically admitting its ours, they'll just try and rat-fuck us on price. Which is understandable, if not acceptable.

Im content to wait for the offer that is eventually informed by AVZ management to shareholders. After all this time, I dont believe NF will be bowing down, and if they suggest accepting a price then I'd bet thats about as good as we can get. It'll be a hell of a lot less than I think some expect, but I do believe that at least we will get some kind of a compensatory return, rather than waiting years-on-years for the legal/arbitration actions to reach a payout. Which may never end up being delivered anyway.

I think we just need to be patient a little longer and the pathway will become clear

Dont forget Koko are not just working against other bidders, theyre working against ICSID and our existing partnership with CATH.

Yes, I deliberately named them incorrectly. As long as they're trying to play hard-ball, they get a diminutive nickname.

 

[Bray]

Mate give me ATH and I’ll fuck off in to the central coast sunset wearing 90s 3/4 length boardies to the Beachcomber shooting pistols double dumping a coupla red mitsubishis

Hahaha iconic memory, we had blue Mitsubishis though
Kobold can’t fuck us otherwise we’ll be sending their shitty beef back to Texas

 

[LX600]

https://x.com/celestinkibeya/status/1946573504926597218?s=46

Anyone watch the video till the end? Looks not that bad

 

[Rediah]

Bit late for Friday night humour, but here it is…

 

[hedrox]

Another nice move on Friday in the lithium market....above 10 $ US a Kilo....love the trend

 

[hedrox]

Tin chart last week......Ducks are lining up nicely..

 

[obe wan]

AVZ slams Congo-KoBold deal over disputed lithium project

AVZ claims a new US-backed partnership on the Manono lithium and tin deposit clashes with an arbitration ruling.

www.mining.com

Gee sounds like AVZ has opened another CHAPTER...imo

AVZ slams Congo-KoBold deal over disputed lithium project​

AVZ argues the new KoBold agreement violates ICSID orders, undermining international legal proceedings and raising concerns about Congo’s respect for arbitration rulings.

You’re a typical low-IQ chinese cretin who’s dumb enough to think you’re cleverer than everyone else; you pair well with eastwood.

Old NF was right in sacking your useless ass ; he gave you a job out of pity & you know that.

I reckon he’ll have fun with at least one of you muppets after this shitshow is over

 

[Goat]

 

[Hodlandwin69]

To be an optimist, the fair value depends on how secure the resource is. So the more assurances Kobold get from the US, the DRC, and perhaps other parties, then the fair value only goes up.

But on the other hand, yes they're probably also trying to fuck us

 

[Flight996]

View attachment 88915

Such lovely spoken words. I almost teared-up.

However, I wonder how many days until the usual DRC grubs revert to type and resurrect their corrupt rent-seeking behavior, or attempt siphoning off KoBold's funds for themselves. It's a matter when, rather than if.

Those useless kleptocrats can't help themselves. They will continue to game the system for personal benefit at every opportunity. You can't un-spot a leopard.

 

[Mouthpiecenomnom]

Resources is spelled ressources in French.

 

[Mouthpiecenomnom]

Here's a new one for you :
View attachment 88892

https://x.com/MulangMika/status/1948666852189896921

This means "I didn't lose you did because I'm not inviting you to my birthday party."

Anger is good. Means we are winning. Probably gaining ground in local public opinion as well but that is pure speculation.

 

[Xerof]

Strike 1

 

[Mouthpiecenomnom]

I’m getting on board with the not trusting Kobald as far as we could kick them train. Haven’t seen discussed on here yet, is there a chance that with their “technology” (ie resource AI scanning some shit) they’ll try and stitch us and determine pegmatite around the borders of our mining area and get license for there, and try and avoid paying us out? I.e instead of paying us $12bn they’ll dig deeper in a shitter area nearby that may ultimately prove more financially attractive given they don’t have to pay us?

Edit: happy to delete this , but trying to to see all angles of the pricks attack

Not pragmatic at all. They would have to start from scratch to expore drill and plan the mine. Etcetcetcetc. They don't have that kind of time. Just not going to happen.

 

[whales]

I’m so fucken sick of these corrupt lying arse licking wankers and their bullshit. You just can’t believe anything they come out with

That spelling in the mines.cd is only a small part of that puss ridden rags bullshit, this was from an article they wrote yesterday

The agreement signed between the Congolese government and KoBold Metals, concerning the exploitation of part of the Manono tin and lithium deposit, illustrates this intention. Supported by renowned investors, the company aims to develop strategic mining projects, but faces legal obstacles and competition from Chinese companies such as AVZ Minerals, which claim rights to certain deposits.

Projet minier de Trump en RDC : les rebelles soutenus par le Rwanda au cœur du blocage - MINES.CD - Premier média congolais du secteur minier

En juin 2025, la République démocratique du Congo (RDC) et le Rwanda ont signé un accord de paix historique, marquant un tournant majeur dans la sous-région après près de trois décennies de conflits armés. Cette réconciliation a été rendue possible grâce à la médiation de la Maison Blanche, sous...

mines.cd

It’s almost as if they are trying to con people into thinking we are Chinese because CATH have provided our litigation

To be an optimist, the fair value depends on how secure the resource is. So the more assurances Kobold get from the US, the DRC, and perhaps other parties, then the fair value only goes up.

But on the other hand, yes they're probably also trying to fuck us

Agree with your first paragraph but definitely not the second view.
Do you think Gates and Bezos will not adhere to international couur of abitratration that US is a dignity.
Their reputation and character will not support Kobold going behind AVZ.
At the moment just smoke and mirrors in saving face for the DRC
ALL IMO

 

[Slipperysucker]

AVZ slams Congo-KoBold deal over disputed lithium project

AVZ claims a new US-backed partnership on the Manono lithium and tin deposit clashes with an arbitration ruling.

www.mining.com

Gee sounds like AVZ has opened another CHAPTER...imo

AVZ slams Congo-KoBold deal over disputed lithium project​

AVZ argues the new KoBold agreement violates ICSID orders, undermining international legal proceedings and raising concerns about Congo’s respect for arbitration rulings.

Yep, fuck off back to the cesspit Leonard.