AVZ Discussion 2022

[Skar]

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

 

[Sangster]

No, be nice and give him a good, firm hand shake.

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.

 

[Dazmac66]

This needs no words. Enjoy your Friday AVZers!

 

[Skar]

View attachment 93002
This needs no words. Enjoy your Friday AVZers!

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

 

[Sangster]

Patriot Battery Metals hasn't done anything yet. Anyone think it could?
ASX.PMT

 

[Remark]

Friday funnys anyone?

ASIC’s dating profile: “Looking for full disclosure, no hidden interests, and preferably someone with audited financials.”

Too soon?

 

[PutUsernameHere]

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]

Patriot Battery Metals hasn't done anything yet. Anyone think it could?
ASX.PMT

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.

 

[Ancient]

Patriot Battery Metals hasn't done anything yet. Anyone think it could?
ASX.PMT

Hi again Sangster , a quick disclaimer that i am invested in PMT. Here's my thoughts. The PMT deposit is another monster like Manono. The defined resource already is significant but my expectation is that in the coming years it will grow to be one of the largest globally behind Manono.

The Canadian government is looking to supply Chinese supply chains as a result of tension with the US. But my opinion is that overtime tensions will settle and Canadian lithium will be used significantly in US supply chains.

Ive always thought that due to the projects quality its a likely acquisition target and to be honest thats why i have targeted it.

I am actually surprised one of the larger players hasn't taken it out while the commodity prices have been down.

Depending on where we get to with this cycle as has been mentioned by Skar, we might expect a rising tide to float all boats PMT would be a candidate here.

Something to consider thats always in the back of my mind is, how might a project like Manono effect the market in the mid to long term. Remember years ago talking about 10 t/pa and the like? Obviously this takes a while to happen. But many analysts don't even account for Manono in supply projections. And if theyre not accounting for that then what else arent they doing? In this scenario the cost of production is very important. As I mentioned though imo that isnt a problem for owning pmt right now, as it will eventually be acquired and will be a problem for a big fish to worry about. All very speculative and my opinion only.

 

[Dazmac66]

Any idea when the 5% ICC verdict will land? Be some nice timing if it dropped now.

 

[Xerof]

It will be recalled that arbitration proceedings ICC No. 27425/SP commenced by the Company against
Dathomir, seeking orders that it validly acquired a 5% shareholding in Dathcom, pursuant to a Share
Purchase Agreement executed in 2019 (SPA 2019) is pending, and whilst a hearing date has not yet
been set, it is expected to occur late 2025. The Company is confident that it will be successful in these
proceedings which will confirm that it validly acquired 5% of the Dathcom shares from Dathomir.

No further updates since this 2 July 2025 announcement afaik

 

[Dazmac66]

Awesome, thanks Xerof. I knew it was close and I did check the list of cases posted a while back before asking!! I wouldn't be surprised if Congs/Zijin lawyers are fine tooth combing to see if they can kick that can down the road.

 

[Flight996]

It will be recalled that arbitration proceedings ICC No. 27425/SP commenced by the Company against
Dathomir, seeking orders that it validly acquired a 5% shareholding in Dathcom, pursuant to a Share
Purchase Agreement executed in 2019 (SPA 2019) is pending, and whilst a hearing date has not yet
been set, it is expected to occur late 2025. The Company is confident that it will be successful in these
proceedings which will confirm that it validly acquired 5% of the Dathcom shares from Dathomir.

No further updates since this 2 July 2025 announcement afaik

I'm hoping that if (when) the ICC establishes that the final 5% of Dathcom was legally acquired, and subsequently rules in favour of AVZ, the ASIC case against Nigel and Graeme will be dead in the water...unless ASIC can pull some last-minute dodgy rabbit out of a hat thing based on fucking moonbeams or fairy dust. Any further arguments that ASIC can conjure up will be rather esoteric.

Cheers
F

 

[Seaworthy]

DRC-RWANDA| New date for signing of peace agreement


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.

 

[Sangster]

Washington explains this postponement as being due to US President Donald Trump's busy schedule.

I hope President Trump's busy schedule included a one on one discussion with Fat Bastard about his family's embezzlement and the consequences of further obstruction to the peace process.

 

[yaseenmeoncebefore]

DR Congo and M23 rebel group sign a framework agreement for a peace deal in Qatar

The Democratic Republic of Congo and the M23 rebel group signed a fresh framework for peace in Qatar Saturday after multiple rounds of direct talks between the warring sides. The Rwanda-backed paramilitary…

www.france24.com

 

[yaseenmeoncebefore]

I don't know this guy at all. Don't know if he is reliable or not. Maybe I should not even share his post, but I hope what he is saying is true.

Edit: Take it with a grain of salt. He has jumped to conclusions before haha

 

[Flight996]

I hope President Trump's busy schedule included a one on one discussion with Fat Bastard about his family's embezzlement and the consequences of further obstruction to the peace process.

Monty Python's Fat Bastard (left) versus the DRC's Fat Bastard (right)

One has gorged on a few too many party pies and vanilla slices; the other has gorged on his country's wealth and resigned generations of its citizens to a lifetime of poverty.

 

[Hudnut]

Monty Python's Fat Bastard (left), and the DRC's Fat Bastard (right)

View attachment 93063

One has gorged on a few too many party pies and vanilla slices; the other has gorged on his country's wealth and selfishly resigned generations of his citizens to a lifetime of poverty.

I didn't know Mike Meyers was in Monty Python.

 

[Sangster]

Monty Python's Fat Bastard (left) versus the DRC's Fat Bastard (right)

View attachment 93063

One has gorged on a few too many party pies and vanilla slices; the other has gorged on his country's wealth and resigned generations of its citizens to a lifetime of poverty.

Mr Creosote from The Meaning of Life attached, not sure how to link it on my phone. Neither am I sure which of these fat bastards is worse. Felix has harmed many more people so probably him.