AVZ Discussion 2022
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Hodlandwin69
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Dave Evans
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Going by @Winenut and my calculations you’re $120,000.00 investment should give you a return of $96million
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LINK: https://x.com/KiengeKki/status/2014304643380068536?s=20KIKI KIENGE
@KiengeKki
Translated from French
#Minning-RDC-USA Short-list of strategic mineral assets handed over by the DRC to the United States, the Manono #lithium crystallizes tensions. Kiki #Kienge In January 2026, when the DR Congo submits to the United States a short-list of strategic mining assets open to American investments under the Washington Agreement, the gesture is highly political. Officially, these are projects belonging to public companies and deemed available. Unofficially, the maneuver aims to rebalance a sector long dominated by Chinese groups. Among the proposed assets are projects for: - Copper and cobalt, with Gécamines; notably the #Mutoshi project, in Lualaba, the historic heart of the Congolese copper belt. (Project ex #Chemaf). - Manganese, gold and cassiterite, Kisenge manganese; in licenses located around #Kisenge. (Kisenge local portfolio). - Germanium, via industrial facilities linked to Gécamines, a discreet but crucial metal for semiconductors and fiber optics. (Gécamines via subsidiaries Société du Terril de Lubumbashi. Commercial/technical partnership with Umicore. - Coltan and tungsten, via Sakima, critical minerals for electronics and aeronautics. (Kivu/Rubaya and other areas). - Lithium, presented generically as "lithium licenses held by Cominière." (Cominière S.A. permits without further details). - Gold, with Sokimo's gold permits, 4 permits cited. But one site draws all the attention: Manono, in Tanganyika province. Manono hosts one of the world's largest hard-rock lithium deposits (spodumene). Long marginalized after the tin era, the site has regained strategic importance with the rise of electric batteries. Studies published by the Australian $AVZ Minerals highlight colossal resources, comparable to major Australian projects. Even if Manono does not appear explicitly in the list handed over to Washington by the Congolese authorities, the "lithium licenses" mentioned inevitably refer to this perimeter, as it dominates the Congolese lithium landscape, the south of Manono, a project undermined by legal disputes. It is in the southern part of the deposit that the difficulties begin.
@AvzMinerals accuses the Congolese state of having irregularly withdrawn and reassigned its rights, notably for free to the Chinese of ZIJIN the northern part of the deposit. AVZ has initiated international arbitration proceedings. In parallel, Kinshasa has sought new partners, notably American ones, like KoBold Metals, while maintaining relations with Chinese groups, including Zijin Mining. Result: an exceptional deposit, but persistent legal insecurity, with several actors claiming competing rights. A test for the Congolese mining strategy. For Washington, the interest is clear: securing lithium supplies outside of China. For Kinshasa, the stakes are more delicate; Manono symbolizes both the country's immense mining potential and its institutional fragilities. As long as the disputes around the south of Manono are not definitively resolved, Congolese lithium will remain a risky bet for the Americans and the DRC, despite geological riches that make the global industry dream.
@KoBold_Metals
@CadastreMinier
@LouisWKabamba
@US_SrAdvisorAF
7:50 PM · Jan 22, 2026
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After this AVZ nightmare is over, I never want to see or hear that word ever again
Jacob Kiraz
Regular
Dont hold your breath, it'll be dragged out to a point that people will just want something, Avz should of named a expected fifure then negiations begin, it then throws the low ball figures
Carlos Danger
Top 20
'Kobold is well aware of what we consider the project value to be'
- Nigel
There's a lot of arm chair valuation and negotiation experts floating about. For the most part management are playing it well. But these things take time and require absolute resolve in the legal process if we are to have any chance of getting fair value imo
My fruit salad is more plums than pineapples at the moment.
Jacob Kiraz
Regular
Not the moment it isnt, how many years where we could do stuff woth our money
Jacob Kiraz
Regular
Lets see
Skar
Regular
Its hilarious and heartbreaking to see, another lithium company I invest in released news about 1-2%, 30m intercepts, 200m below surface. Compared to Roche Dure getting 200-300m at surface intercepts back in the day. Looking at the asset alone, its easy how I convinced myself to overlook the sovereign risk, if only CATH could have solved that for us.
Fingers crossed the US can solve that going forward and will pay fair value in the interim.
Fingers crossed the US can solve that going forward and will pay fair value in the interim.
Thanks for sharing.
The message is pretty clear. No investment until there's peace.
For there to be peace, progress needs to be made with M23 and FLDR, which is currently a struggle. The multi country supply chain investment is an attempt to incentivise the leaders who can (hopefully) navigate progress within each of their respective countries.
US seems serious about holding parties accountable for their signing of the peace agreement.
US financing mechanisms ready to provide financing.
It's very hard to tell whether we're 3 months from progress or 12 months. There seems to be significant time pressures that would suggest this gets done sooner rather than later. Such as ICSID, urgency of needing to start development, threat of China swooping on the project. On the other hand you could easily see this dragging out for a long time, such as no risk appetite for investment due to instability.
Mr Inappropriate
Regular
Bastard
Noting that Zijin != CATH:
China doesn't need to swoop in to try and claim this. They got in early, supported AVZ and as a result they have a share of the project and first dibs in the output.
CATH have mapped out a very positive path for AVZ. If USA wants to supplant them, they have to pay for the privilege.
Dave Evans
Regular
AVZ Minerals remaining respectful and open to constructive dialogue. AVZ shareholder’s not bound by being respectful can post our own opinions on the corruption.
Fuck the DRC, they’ve taunted us for years, here’s the recording Zijin released of Kibeya taking their money and the IGF Report proving the corruption
x.com
x.com
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