AVZ Discussion 2022

[PutUsernameHere]

Dam I forgot about that case... so they are alleging AVZ negotiated with CATH during the DD period that AVZ signed, saying they would not negotiate with anyone else?

 

[Shire]

https://x.com/US_SrAdvisorAF/status/1978105204529664044

 

[Winenut]

View attachment 92017

So where do we sit legally on all this?

Was the deal with CATH struck "after" the DD period with Locke was completed?

The DD period was extended a number of times if I recall correctly

mmmm......

 

[PutUsernameHere]

So where do we sit legally on all this?

Was the deal with CATH struck "after" the DD period with Locke was completed?

The DD period was extended a number of times if I recall correctly

mmmm......

Personally, I have no idea. It was extended a number of times, and who knows how many (or if any) closed door conversations happened between CATH & AVZ in the interim. Will be interesting to see how it pans out. I thought we were paying them in shares anyway, so if they're chasing $$ then let them drag us to court and once we get our US$12B payout they can have the $20M, drop in the water at that stage

 

[Dazmac66]

I hope I haven’t fkd you up there Daz!! Yes I’ve been lucky to avg down and juggle a bit and then took the punt on the recent rights offer….only just looking good my end!!! Long way from the days of investing in a REE resource outside of China located in Uganda and hoping to build a mine!!!

All good mate I didn't invest a huge amount, back in the green and plenty of upside. Been a long road with IXR and RNU but looking good now.

 

[Skar]

All good mate I didn't invest a huge amount, back in the green and plenty of upside. Been a long road with IXR and RNU but looking good now.

I just picked up some IXR too. Been seeing it bandied about here and good so I need a win after selling EUR

 

[Carlos Danger]

So where do we sit legally on all this?

Was the deal with CATH struck "after" the DD period with Locke was completed?

The DD period was extended a number of times if I recall correctly

mmmm......

Break free of $1m USD only applied to AVZ terminating the term sheet

Term sheet was finalised when funding facility was executed so tough tittys for that argument Locke

Locke will probs get the $200k USD tho for the non execution of term sheet by 31/3/24 even though it was them dragging out the process imo

 

[Xerof]

This was scheduled for yesterday. Not sure if it actually went ahead and this is the next one, or it was just rescheduled due to Nige being in the US talking to GE, Exxon and Freeport (see the earlier post for dot connection)

View attachment 92015

For clarity, my reference to Nige being in the US was a connection of dots referring to Bin59s post, not a statement of fact

 

[trollate]

Now that toilet has been flushed, my username is a bit redundant... Should have taken advantage while he was still around.

I hope to never see his ridiculous formatting ever again. Good riddance.

 

[Anchorman]

Now that toilet has been flushed, my username is a bit redundant... Should have taken advantage while he was still around.

I hope to never see his ridiculous formatting ever again. Good riddance.

TOLATE just on a LITTLE BREAK…!! Recharging the batteries…!! If it WASN’T for TOLATE most wouldn’t have a CLUE what’s going on here…!! He KEPT the LIGHT on when others were asleep at the wheel…IMO…!! The fish GAINED isn't always the fish DESERVED... imo

 

[Carlos Danger]

If it WASN’T for TOLATE most wouldn’t have a CLUE what’s going on here…!! He KEPT the LIGHT on when others were asleep at the wheel…IMO…!!

Do you mean like that time he said Cong sending the money back meant the Dathomir SPA’s weren’t completed?

Because he was completely fucking wrong about that LMAO

 

[Xerof]

He’s not ‘taking a break’, he got sentenced to life on Hot Crapper

And if you hadn’t noticed, 50 pages of his shit posts have been flushed down the dunny, along with him

Very few are returning to play here mate. They’re pretty happy in the closed conversation at the moment

 

[cruiser51]

He’s not ‘taking a break’, he got sentenced to life on Hot Crapper

And if you hadn’t noticed, 50 pages of his shit posts have been flushed down the dunny, along with him

Very few are returning to play here mate. They’re pretty happy in the closed conversation at the moment

I reckon the anchorman is also applying for a one way ticket economy class to HC, so he can continue to sing a duet with the tool and spread their gospel there.

His contribution here is one big fat zero.

 

[Mr Inappropriate]

TOLATE just on a LITTLE BREAK…!! Recharging the batteries…!! If it WASN’T for TOLATE most wouldn’t have a CLUE what’s going on here…!! He KEPT the LIGHT on when others were asleep at the wheel…IMO…!! The fish GAINED isn't always the fish DESERVED... imo

Fuck off you witless twat.

 

[Spikerama]

Fuck off you witless twat.

My advice mate. Do not talk to the ordinary people.

 

[Schnitzelfresser]

Why didnt Zeebot ban/filter out Anchorman as well? It is the same person as tolate I reckon.

 

[Spikerama]

Why didnt Zeebot ban/filter out Anchorman as well? It is the same person as tolate I reckon.

He has now

 

[Shire]

 

[Ancient]

Chat GPT Q1.

Here’s the quick take on the Kalemie–Manono road in DR Congo (Tanganyika province):

• What/where: A ~446 km road link tying Kalemie on Lake Tanganyika to Manono via Nyunzu, on corridors RN5/RN33. It opens the Manono interior (notably mining zones) to the lake port at Kalemie and the Central Corridor to Tanzania. kin24h.info+1
• Project status: Full rehabilitation/modernisation kicked off on 28 Oct 2024, with an expected five-year programme. Provincial and national agencies launched works from Kalemie; progress updates continued into early 2025. Radio Okapi+3acgt.cd+3DEC-RDC+3
• Delivery setup: Government oversight via ACGT (Agence Congolaise des Grands Travaux) and APCSC; financed through a ~US$534–537 m PPP led by the Phaepon consortium. Work packages include an ~11 m platform, a major bridge, and toll stations; section contractors include CREC 7 and Qiao-Yang. acp.cd+2eng.fatshimetrie.org+2
• Why it matters: Eases movement of people and goods, especially minerals from the Manono area, strengthens DRC–Tanzania trade via the Central Corridor, and reduces isolation of Tanganyika’s territories. Central Corridor TTFA
• Road condition/history: Historically severely degraded and often seasonal, with earlier attempts under the Sino-Congolese Programme covering Lwambo–Mitwaba–Manono–Kalemie segments. Rainy-season access remains a challenge during works.

Chat GPT Q2.

Has this road come up in any of AVZ minerals logistical planning?

Short answer: indirectly, yes—AVZ’s logistics planning has long included an “eastern route” that takes product from Manono by road to Kabondo-Dianda (railhead), then by SNCC rail to Kalemie, barge across Lake Tanganyika to Kigoma (TZ), and rail to Dar es Salaam. That plan doesn’t name the Kalemie–Manono road as a primary haul route; AVZ focused on upgrading Manono→Kabondo-Dianda roads and using rail + lake for the Kalemie leg. But the 2024–2025 rehab of the Kalemie–Manono corridor would materially complement that eastern route. Central Corridor TTFA+4Minedocs+4Annual Reports+4

A few anchors in AVZ materials and third-party logistics sources:

• DFS (Apr 2020): models two export routes (Dar es Salaam and Lobito); capex explicitly includes “Roads (MN→KD …)”—i.e., Manono→Kabondo-Dianda—not a direct Manono→Kalemie road haul. Minedocs
• 2021 Annual Report / ASX: creation of Nyuki Logistics and securing the Kabondo-Dianda intermodal staging site to move product to Dar es Salaam (and Lobito). Annual Reports+1
• Route mechanics: from Kabalo/Kabondo-Dianda AVZ’s “eastern route” can go east to Kalemie by SNCC rail, then lake vessels Kalemie→Kigoma, and on the Tanzanian Central Line to Dar—the exact chain the road rehab would strengthen. Rail Forum+1
• Kalemie–Manono road project (2024): province-backed rebuild of the ~446 km link to Kalemie—useful context for any future re-optimization of AVZ’s eastern logistics. Central Corridor TTFA

So: AVZ didn’t hinge its plan on trucking the whole way Manono→Kalemie, but its documented rail-and-lake “eastern route” runs straight through Kalemie, and the new road works would likely de-risk/expand options for that corridor. If you want, I can trace lot-by-lot sections (road vs rail vs barge) and where each upgrade would shave costs or time for a 700 kt/y SC6 scenario.

If you were about to invest heavily into a lithium mine in Manono you would probably want some assurances by the government around logistics. I think this is probably indicative of the conversations that are happening behind closed doors. "we're keen but how will you address logistics, power, LEGAL, issues surrounding this?" lol

 

[Carlos Danger]

If you were about to invest heavily into a lithium mine in Manono you would probably want some assurances by the government around logistics. I think this is probably indicative of the conversations that are happening behind closed doors. "we're keen but how will you address logistics, power, LEGAL, issues surrounding this?" lol

Yes no doubt Zijin have made sure the snacks are flowing to get the road for exporting to China built