cruiser51
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If he shows up at the AGM I'll give him a vulgar folly with a smile on my face.
However it is good to see team troll going in overdrive, it normally means their bum cheeks are hard pressed together due to excess anxiety.
AVZ Discussion 2022
- Thread starter GazDix
- Start date
However it is good to see team troll going in overdrive, it normally means their bum cheeks are hard pressed together due to excess anxiety.
Those numbers are nice but you also need to factor in how much we can dig up and sell between periodically ceding a percentage of the project back to the DRC government. I forget the details here but I think it's something like 5% of the project each time our exploitation permit is renewed.
Carlos is pretty sharp and has previously posted the details. Most others including me missed it in napkin valuations, but it's almost certainly factored in to our damages claim and part of the reason our claim is lower than that.
As a follow-up to J.l's post, the signing of the peace deal between the DRC and Rwanda has been rescheduled to 21 Nov 2025.
Washington explains this postponement as being due to US President Donald Trump's busy schedule, but all know it's due to the DRC's failure to bring the FDLR rebels to heel, and the reluctance of M23 rebels to leave their captured territory. Different day, but same shit.
www.africaintelligence.com
Cheers
F
Washington explains this postponement as being due to US President Donald Trump's busy schedule, but all know it's due to the DRC's failure to bring the FDLR rebels to heel, and the reluctance of M23 rebels to leave their captured territory. Different day, but same shit.
DRC/Rwanda • New date for signing of peace agreement - 12/11/2025 - Africa Intelligence
Reprogrammed several times, the ceremony may now be held on 21 November at the White House. Washington explains this postponement as being due to US President Donald Trump's busy schedule. - 11/12/2025
Cheers
F
Skar
Regular
Washington have taken far too light a hand with this diplomacy. Wish they woulda come in brandishing the stick, just big d(& flop it on the table and bring the misbehaving leaders to heel. This is what you have agreed to, this is the deadline, military support for the opposition of either side that breaks their word with Washington.
Essentially what Trump did to the Taliban in his first term, show them a picture of their house, we want those minerals boys, we will help you develop as a nation and elevate your people from poverty but require good relations between you. The good ole fashion American export, freedom.
Uglybob
Regular
If he shows up at the AGM I'll give him a vulgar folly with a smile on my face.
However it is good to see team troll going in overdrive, it normally means their bum cheeks are hard pressed together due to excess anxiety.
No, be nice and give him a good, firm hand shake.
Yea I mean the per tonnage valuation is arbitrary really. Its more of just a muck around exercise with interesting results.
The reality is the tonnage comparison is actually built in to an overall comparative transaction analysis which is then only a small part of the overall valuation tools that a M&A team would use. Amongst financial tools, strategic considerations (buyers perspective), risk discounts, and about 50 other things.
What its more indicative of, and why i find it interesting, is 1. Timing, m&a at turning point of market, companies that know there shit spending money 2. Market heating up, causing pay now or pay more later mentality 3. Every above average transaction that goes through continues to pull the 'normal' m&a valuations up.
So I see it as good for us. Not like its a 'this completely changes the game', more like an extra little thing in the back of their minds when negotiating. Certainly not bad.
Need to get this guy in there to sort some shit out. As he says corrupt and incompetent the lot of them
Agreed. I remember hearing an anecdote from the early discussions where Rwanda started playing silly buggers and got up to walk out. Boulos (I think ?) gave them the smackdown and they fell in line...
It's certainly a lot of fun and always nice to quantity the value of our deposit. I just think it's important for readers to have realistic expectations. No one should be expecting anything over $10B from a western buyer or $12B from Zijin. Fuck Zijin.
Yes it was Massad Boulos and the incident completely changed my view on his appointment by Trump. I'd previously written it off as nepostic but after that I became convinced he's the right person for the job. We need more of that and I sincerely hope the Trump administration deliver a solid boot in the arse for these incompetent kleptocrats.
Skar
Regular
Mercuria sizes up Congo coltan mine as Trump pursues peace deal
The Swiss trading house and TechMet are considering a venture to modernize mining and processing at one of the world’s richest deposits of tantalum-bearing coltan ore.
www.mining.com
My boss and our admin ladies went out for lunch today. I stayed back to finish some work and watched that Mallrats clip in a moment of distraction.
Meanwhile my boss ordered fish pie then got a call from a client wondering if he was attending a meeting he'd forgotten about. He had to rush off and didn't have time to wait for his lunch, so our admin ladies returned with it wrapped up to go.
One of them popped it in the fridge and remarked that now her hands smelt of fish pie. I recalled the Mallrats clip and immediately chuckled. She got embarrassed and told me to fuck off.
Not sure how to explain the situation without making it worse. True story.
Skar
Regular
Look at C1X yesterday
Look at CXO over 1 month.
Look at EUR from 3rd october.
Look at WR1 this week
Look at ELV this week
Look at LTR this week (and keep an eye on the auction price spod back over $1000/t)
Once you have done all that look at whatever else has NOT yet had a rerate and let me know about it
PutUsernameHere
Regular
Friday funny is reading through HC and taking Shitstick and Toilet off ignore and catching up on the last 36 hours... At least it is for a little while before it becomes infuriating again
Skar
Regular
US and Canada don't seem to be getting along, so I dont expect US DOW/DOE investment to light a fire there.... that said I still hold a lot of Canadian Lithium in the James Bay region but more speculative smaller market cap... I think its a rising tide lifts all boats situation + any positive news/drilling/milestones will really rocket those little players.
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