AVZ Discussion 2022
- Thread starter GazDix
- Start date
JAG
Top 20
If you can speak a bit of French maybe you can tell us
Your following post was very timely, cause my temperature metre was getting rather*Fyi, fwiw, To add to my previous post,
Too much high level, country-building and DRC world-building stuff happening now to give the Zijin much airspace.
Felix knows that if he can pull off full vertical integration for EV batteries, the DRC will never look back.
This is his country's generational moment.
It would be inconceivable if Felix didn't bat down anything (illegal) that would hamper something this significant. Genuine progress is being made here, and tbh, reasonably quickly.
Telephone meetings in Feb have turned into in-person meetings with CATL in May. Felix is entering the world stage atm, and I believe he and his ministers are smart enough no know the West is watching, via credit rating boosts, etc. IMO, the recent CATL meeting is the tell; it indicates (to me) the delicate balance of percentages are being taking care of.
I might be dead wrong, but I cannot see how Felix would get his battery hub with mucking around with ownership percentages this late in the game. CATL is Chinese, but they're notable leaders on the world stage and integral to Tesla's success (and other multi-billion dollar companies).
Perhaps, in Felix's mind, vertical integration for his country IS the basic issue and everything else is back-burner.
If this is the case, I would assume continued bullish tone from Nigel.
Let's remember, it all started here, and branched out very rapidly from Dec2021 onwards.
"Study by BloombergNEF (BNEF) on a unified African supply chain estimates that it would cost $39 million to build a 10,000 metric-ton cathode precursor plant in the DRC.
This is three times cheaper than what a similar plant in the U.S. would cost."
*recent dates first,
If any of you fools think Felix is going to put up with "snacks," you're misguided.
- CATL has an in-person w/ minister of industry re: battery pilot plant - May 15
- 545m African Dev Bank debt funding package - March27
- UN establishing consultants to establish battery precursor plant in Katanga - March 28
- Feliz jumps on a call with CATL - Feb 12
- DR Congo and Dubai Port world to invest in deep water port - Jan31
- DRC minister of finance announces jump in credit rating - Jan30
- Felix meets with US Dep Security Advisor - Jan 28
- Felix talks with his PM, mining minister and government delegates focus on Li projects in Katanga - Jan22
- Felix tells his ministers to get busy with manufacturing EV batteries in DRC with 3 month window - Dec19
staypuff
Food for thought
Frank
with your previous post with Paluku stating DRC was the best destination for a pilot plant / battery hub in front of a swiss audience no less, touting for partners to realise the dream, yet in the back drop, the reality is , Zijin doing its level best to screw over AVZ, who rightfully own 75% of the biggest and best grade lithium deposit in the world to make that battery hub dream possible in the first place !!I gotta say, I am getting sick and tired of all these conferences of happy faces , how the hell they can look prospective investors in the eye, whilst there is a deep shroud of skull duggery going on behind the scenes has got me completely fuming.
On top of that, the mention of " Port Banana" had me thinking of Craig Mclachlan fornicating behind the scenes in front of his cast members of the ROCKY HORROR SHOW.......
Didnt that prick get a BIG FU today ?
KARMA
Last edited:
Sammy_da_Smile
Regular
I'm there as..... 
Sammy_da_Smile
Regular
Anyone game to ask a question?
Sparrowhawk12
Regular
Sorry. I'm too rusty. only picking up a few words, phrases. can't follow it.
Includes NGO's so it's potentially a reasonably broad discussion
Hope that helps
Sammy_da_Smile
Regular
A question that just got raised in the chat.
Sparrowhawk12
Regular
All the chat text so far, converted to English. I'll exit soon.
From jeanpierreokenda to Everyone: 08:36 PM
Me Georges, I have a question
From Adrien M. / LITRASE RDC to Everyone: 08:37 PM
Good question
From jeanpierreokenda to Everyone: 08:38 PM
I hope Me Georges reads the questions asked here.
From Denis to Everyone: 08:47 PM
Why is this person from Cominier not in prison?
From Merci Dieu THUAMBE to Everyone: 08:49 PM
Respect for time dear georges
From Joe to Everyone: 08:49 PM
who owns dathcom?
From Jean-Paul Piurac to Everyone: 08:50 PM
Can the speakers confirm that there were not 2 versions of feasibility studies?
From Paul to Everyone: 08:51 PM
Conclusions of the IGF on the illegal activities of Cominiere and Zijins with regard to the mine of Manono. Have these been discussed and condemned? as such, was AVZ's offer which was far superior and better for DR Congo also made public to the group here today so they can view the matches in progress?
From Kevin L to Everyone: 08:51 PM
Do some people from COMINIERE put the interests of ZIJIN before those of the Congolese?
From Joe to Everyone: 08:55 PM
the Chinese made a better offer.
From Paul to Everyone: 09:01 PM
Have you seen the AVZ offer? Did they mention it here or just the money that was offered? they also offered 8% in AVZ shares for example. Lots of lies from those involved in corruption here.
From Paul to Everyone: 09:08 PM
8% of AVZ is worth much more than 33 million. Then look at the dividends they will receive from the shares. It is shameful that people are told that China's offer was better.
From jeanpierreokenda to Everyone: 08:36 PM
Me Georges, I have a question
From Adrien M. / LITRASE RDC to Everyone: 08:37 PM
Good question
From jeanpierreokenda to Everyone: 08:38 PM
I hope Me Georges reads the questions asked here.
From Denis to Everyone: 08:47 PM
Why is this person from Cominier not in prison?
From Merci Dieu THUAMBE to Everyone: 08:49 PM
Respect for time dear georges
From Joe to Everyone: 08:49 PM
who owns dathcom?
From Jean-Paul Piurac to Everyone: 08:50 PM
Can the speakers confirm that there were not 2 versions of feasibility studies?
From Paul to Everyone: 08:51 PM
Conclusions of the IGF on the illegal activities of Cominiere and Zijins with regard to the mine of Manono. Have these been discussed and condemned? as such, was AVZ's offer which was far superior and better for DR Congo also made public to the group here today so they can view the matches in progress?
From Kevin L to Everyone: 08:51 PM
Do some people from COMINIERE put the interests of ZIJIN before those of the Congolese?
From Joe to Everyone: 08:55 PM
the Chinese made a better offer.
From Paul to Everyone: 09:01 PM
Have you seen the AVZ offer? Did they mention it here or just the money that was offered? they also offered 8% in AVZ shares for example. Lots of lies from those involved in corruption here.
From Paul to Everyone: 09:08 PM
8% of AVZ is worth much more than 33 million. Then look at the dividends they will receive from the shares. It is shameful that people are told that China's offer was better.
That is so clandestine you should be flying a Lysander...
You can google that shit
That's very much appreciated HawkAll the chat text so far, converted to English. I'll exit soon.
From jeanpierreokenda to Everyone: 08:36 PM
Me Georges, I have a question
From Adrien M. / LITRASE RDC to Everyone: 08:37 PM
Good question
From jeanpierreokenda to Everyone: 08:38 PM
I hope Me Georges reads the questions asked here.
From Denis to Everyone: 08:47 PM
Why is this person from Cominier not in prison?
From Merci Dieu THUAMBE to Everyone: 08:49 PM
Respect for time dear georges
From Joe to Everyone: 08:49 PM
who owns dathcom?
From Jean-Paul Piurac to Everyone: 08:50 PM
Can the speakers confirm that there were not 2 versions of feasibility studies?
From Paul to Everyone: 08:51 PM
Conclusions of the IGF on the illegal activities of Cominiere and Zijins with regard to the mine of Manono. Have these been discussed and condemned? as such, was AVZ's offer which was far superior and better for DR Congo also made public to the group here today so they can view the matches in progress?
From Kevin L to Everyone: 08:51 PM
Do some people from COMINIERE put the interests of ZIJIN before those of the Congolese?
From Joe to Everyone: 08:55 PM
the Chinese made a better offer.
From Paul to Everyone: 09:01 PM
Have you seen the AVZ offer? Did they mention it here or just the money that was offered? they also offered 8% in AVZ shares for example. Lots of lies from those involved in corruption here.
From Paul to Everyone: 09:08 PM
8% of AVZ is worth much more than 33 million. Then look at the dividends they will receive from the shares. It is shameful that people are told that China's offer was better.
Thank you for posting
Frederick Will
Member
Always love your posts but this is one of your best! Thanks for all the effort*Fyi, fwiw, To add to my previous post,
Too much high level, country-building and DRC world-building stuff happening now to give the Zijin much airspace.
Felix knows that if he can pull off full vertical integration for EV batteries, the DRC will never look back.
This is his country's generational moment.
It would be inconceivable if Felix didn't bat down anything (illegal) that would hamper something this significant. Genuine progress is being made here, and tbh, reasonably quickly.
Telephone meetings in Feb have turned into in-person meetings with CATL in May. Felix is entering the world stage atm, and I believe he and his ministers are smart enough no know the West is watching, via credit rating boosts, etc. IMO, the recent CATL meeting is the tell; it indicates (to me) the delicate balance of percentages are being taking care of.
I might be dead wrong, but I cannot see how Felix would get his battery hub with mucking around with ownership percentages this late in the game. CATL is Chinese, but they're notable leaders on the world stage and integral to Tesla's success (and other multi-billion dollar companies).
Perhaps, in Felix's mind, vertical integration for his country IS the basic issue and everything else is back-burner.
If this is the case, I would assume continued bullish tone from Nigel.
Let's remember, it all started here, and branched out very rapidly from Dec2021 onwards.
"Study by BloombergNEF (BNEF) on a unified African supply chain estimates that it would cost $39 million to build a 10,000 metric-ton cathode precursor plant in the DRC.
This is three times cheaper than what a similar plant in the U.S. would cost."
*recent dates first,
If any of you fools think Felix is going to put up with "snacks," you're misguided.
- CATL has an in-person w/ minister of industry re: battery pilot plant - May 15
- 545m African Dev Bank debt funding package - March27
- UN establishing consultants to establish battery precursor plant in Katanga - March 28
- Feliz jumps on a call with CATL - Feb 12
- DR Congo and Dubai Port world to invest in deep water port - Jan31
- DRC minister of finance announces jump in credit rating - Jan30
- Felix meets with US Dep Security Advisor - Jan 28
- Felix talks with his PM, mining minister and government delegates focus on Li projects in Katanga - Jan22
- Felix tells his ministers to get busy with manufacturing EV batteries in DRC with 3 month window - Dec19
staypuff
Food for thought
Frank
DiscoDanNZ
Regular
Negative, didn't know it was on and the Mrs leaves for a week tomorrow so I'm being a good husband tonight.
Don't speak French anyway... Looking forward to reading the outcomes from you guys though.
How is COVID treating you ? What are your symptoms ?My bad
I blame Covid head fog and will be retiring to bed very shortly
Focker out...
Never had Covid, doing my level best to avoid it.
Take care
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