Hey Silent. Firstly thanks for your contributions here. Lots of info that i for one cant be bothered trying to find on X. Re Carlos i beleive that he is probably the most valued poster on this forum. You alwys know that what he posts is the facts...good or bad ! A Carlos post is like an official announcement from AVZ without being an official announcement. Always look forward to a Carlos post to keep us up to date. Also shout out to Dave Evans. Not sure how ya do it Dave but credit to you for all the info you post here and on X
The only path in my view is one of facts, not made up bullshit. In the beginning I found
@Carlos Danger posts a little concerning but I realised he was right about everything he was posting
I try and put in a little effort on X, but like I’ve said before, you probably have to be in the ‘wink’ group to get the support. Either that or just not getting the views or shareholders are too scared to put the facts out there because they think playing nice will bring a fair result
I don’t mind this poster on X, but he seems to be a KoBold supporter and we know they are full of shit so I replied to him three or four times (and fucked if I’m going to edit his messy posts like I usually do)
https://x.com/MaxNdayizeye
Maxime Ndayizeye, Ph.D.
@MaxNdayizeye
Manono Lithium: When the Truth Is Messy, China Wins the Race Current Status Summary - Northern section (Zijin Mining 61% / Cominière 39%): Still on track for first commercial production in June 2026. Construction progress continues (camp, Phase I solar, processing plant, smelter, logistics). This will be the DRC’s first large-scale lithium output (~95,000 tpa lithium sulfate equivalent). No new delays reported. - Southern section (Roche Dure zone, original AVZ claim): No resolution. - AVZ’s ICSID arbitration against DRC remains active (post-February 2026 suspension ended; tribunal reconstitution pending). - No sale to KoBold Metals finalized despite earlier framework talks and U.S. pressure. - KoBold continues to wait for clear title and continues exploration elsewhere in Greater Katanga. - Market context: Lithium prices remain depressed (~80–86% below 2022 peaks), reducing urgency for new supply but also making development economics challenging. 9 Red Flags That Make Manono a High-Risk Lithium Play 1. Unresolved international arbitration AVZ’s ICSID case against DRC (expropriation claim) has no final ruling after nearly three years. A loss for AVZ would cement Zijin’s northern control; a win could force renegotiation — but Zijin would likely already be producing. 2. Split ownership & conflicting permits The deposit is effectively cut in two. Northern section moves forward under Chinese/DRC JV; southern section is legally contested. This creates parallel timelines and incompatible development plans. 3. No binding sale to Western player KoBold Metals (U.S.-backed) is still the only credible Western contender, but no deal has been signed. AVZ continues legal fight and has Chinese funding support (CATL subsidiary CATH). 4. DRC hedging & sovereignty pushback Kinshasa supports KoBold in principle (SAR shortlist) but has not forced AVZ to sell or cleared title. DRC continues to balance U.S. “friend-shoring” offers with Chinese operational speed. 5. Chinese head-start locked in Zijin’s northern section is fully permitted and under construction. Even if southern section eventually goes to KoBold, China will have first-mover advantage and established infrastructure/logistics. 6. Low lithium prices test economics Prices ~80–86% below 2022 peaks make new greenfield projects marginal. Delays in Manono South increase the risk that development becomes uneconomic if prices stay depressed. 7. Indirect eastern conflict risk While Manono is in Tanganyika (far from active M23/FDLR zones), prolonged instability in North Kivu erodes investor confidence across the entire eastern DRC. 8. Governance & corruption overhang The permit revocation and reassignment process (2023) raised serious transparency concerns (Global Witness, UN reports). Similar patterns in other DRC lithium/tin/coltan deals fuel distrust. 9. Lack of in-country value-add commitment No binding requirement for local refining or processing in either section. Raw concentrate exports would limit DRC’s capture of value, repeating the cobalt/copper pattern. Bottom Line Manono remains the DRC’s best hope for large-scale lithium production, but the saga is now entering its ninth year of dispute and delay. China (Zijin) is winning the race on the ground; the West (KoBold/AVZ) is still stuck in arbitration and negotiation. The nine red flags above explain why — despite enormous potential — Manono is more likely to remain a geopolitical football than a functioning mine in the near term. True progress requires a settlement (AVZ/KoBold), title clarity, and real commitments to in-country processing — none of which appear imminent.
2:30 AM · Mar 23, 2026
791 Views
Dave Evans
@DaveEva12049801
Why do your posts appear to written by AI or KoBold The DRC want KoBold to get Roche Dure because KoBold ignores the corruption
Fact check these links & pick the odd picture at the bottom
$AVZ @iccwbo
https://thestockexchange.com.au/threads/cominieres-corruption.254349/
https://thestockexchange.com.au/threads/kobold-metals.262677/
Dave Evans
@DaveEva12049801
https://x.com/DaveEva12049801/status/2026055415453356482/photo/4
Replying to @LouisWKabamba
Why are @cominiereSA Directors still in charge of mining in the DRC
@WorldBankAfrica @IMFAfrica @USTreasury @SecScottBessent
Their corruption is in reports by @ALINGETEJULES_K @iccwbo @icsid $AVZ
Cominiere’s Corruption Investors, mining companies, battery maker’s and EV manufacturer’s around the world know the story of AVZ Minerals and how DRC state miner Cominiere seized the Manono lithium project from Dathcom and sold it to Chinese Zijin Mining Follow the links below to see 1. The...
thestockexchange.com.au
Dave Evans
@DaveEva12049801
$AVZ Lithium prices are increasing as forecasts predict demand to outstrip supply & the delay has been 4 years, not 9!
You never mention Cominiere’s corruption
Fact check yourself while you read these
https://thestockexchange.com.au/threads/cominieres-corruption.254349/
https://thestockexchange.com.au/threads/kobold-metals.262677/
