AVZ Discussion 2022

[Frank]

DRC is not in a strong position to negotiate the North remains with Zijin after the corruption that has been revealed.
DRC need USA for survival against the M23
IMO USA will get what it wants from the DRC.

Cooperation: The United States "open to an agreement with the DRC" on "critical minerals"

According to a statement from the U.S. State Department received by Reuters on Sunday, March 9, 2025, the United States expressed its willingness to enter into a partnership with the DRC regarding so-called "critical" strategic minerals, which are abundant in Félix Antoine Tshisekedi's country.

In this note, U.S. State Department spokesperson Karoline Leavitt stated that Congo holds a significant global share of these strategic minerals, hence the idea for this agreement.

"The United States is open to discussing partnerships in this sector that are aligned with the Trump administration's America First agenda, which represents a significant share of the world's critical minerals needed for advanced technologies," Karoline Leavitt emphasized.

The US's expressed desire to reach an agreement with the DRC on these raw materials corroborates a series of rumors that have been circulating for some time, announcing a possible agreement between Washington and Kinshasa on strategic minerals in exchange for peace in the eastern part of the country, but also to boost their investment in Congo.

"The United States has worked to stimulate American private sector investment in the DRC in order to develop mineral resources in a responsible and transparent manner," she stated.

The Democratic Republic of Congo alone holds three-quarters (3/4) of the world's reserves of critical minerals: cobalt, lithium, geranium, and coltan.

According to a recent World Bank report on the Inga 3 project, the value of its reserves is estimated at $24 trillion.

 

[Carlos Danger]

Anyone want to have a crack at a sale price for just the south?

$6.2b USD

 

[oxxa23]

$6.2b USD

Just the ten digit aud big one...

 

[Frank]

OMG dude, Beisha just Heart Reacted to my "YUGE" trump Gif!!!!

 

[BEISHA]

thanks to arglypink on the HC avz post...

for the other lazy pricks that dont want to visit it...


View attachment 79077 View attachment 79078 View attachment 79079 View attachment 79080 View attachment 79081 View attachment 79082 View attachment 79083

Drums have been beating for a while now about a deal.....

Nige went to Washington recently........

Deboss winking again, we all know what happened when he did that last time, announcement of renewed Cath JV agreement....

Now this article arrives on the AUSTRALIAN, not AFR, not Tom Richardson.....

 

[BEISHA]

View attachment 79106

View attachment 79107

 

[Hodlandwin69]

DJT knows DRC in desperate situation, but the reality is, we aren't in a much better position either lol.
As much as I want $12, even ATH is unlikely IMO. Probably get like 50c/share

 

[Woogr]

Elon could pay anything he wanted to secure his exclusive supply and let his mate mate Trump use the US military to enforce it!
Just letting my imagination run wild!

 

[Exo324]

DJT knows DRC in desperate situation, but the reality is, we aren't in a much better position either lol.
As much as I want $12, even ATH is unlikely IMO. Probably get like 50c/share

Would CATL or a Chinese fit out be able to make a counter bid in that case? Or you think the US/DRC will strongarm us into taking a US Only deal?

 

[Hodlandwin69]

Would CATL or a Chinese fit out be able to make a counter bid in that case? Or you think the US/DRC will strongarm us into taking a US Only deal?

Will be interesting to see how it plays out with CATH/CATL.....
Maybe to avoid tariffs, CATL builds production centres in the USA......

 

[pow4ade]

Anyone know which American co is interested, as noted by Jens above?

In the event said co makes an offer, is a potential bidding war with CATL in the offing. Otherwise how do we unwind CATL involvement, as insisted by Trump.

Some delicious scenarios emerging...hard not to get too hopeful lol.

 

[Exo324]

Anyone know which American co is interested, as noted by Jens above?

In the event said co makes an offer, is a potential bidding war with CATL in the offing. Otherwise how do we unwind CATL involvement, as insisted by Trump.

Some delicious scenarios emerging...hard not to get too hopeful lol.

I reckon kobold - from their previous link to the manono site as well as the recent meeting with Nige in the US

Edit

 

[Hodlandwin69]

Anyone know which American co is interested, as noted by Jens above?

In the event said co makes an offer, is a potential bidding war with CATL in the offing. Otherwise how do we unwind CATL involvement, as insisted by Trump.

Some delicious scenarios emerging...hard not to get too hopeful lol.

Probs Kobold, Nigel probably telling white lies at the AGM when he said "no one gets into our core library without us knowing" (something along those lines)

 

[BEISHA]

DJT knows DRC in desperate situation, but the reality is, we aren't in a much better position either lol.
As much as I want $12, even ATH is unlikely IMO. Probably get like 50c/share

 

[BEISHA]

A lot of us will walk away with good money, more than our input if south alone is bought out, personally would say yes to this 100% with no second thought to get outta this mess.

Can see Beish becoming a trump fan at this rate

If Trump sorts out our mess at a good price, i will be more than a fan, i will suck his pin dick that Melania clearly rejects........

 

[oxxa23]

I reckon kobold - from their previous link to the manono site as well as the recent meeting with Nige in the US

Edit
View attachment 79111

Kobold and probably any other names domiciled in USA that we know re lithium... albermale and others...

Kobold backers definitely got the cash...

And , the other quandary will be if they need to work with Chinese, I.e. catl or not... which may have some affect on who it is...

 

[Roon]

@Roon how about them apples.

Well i guess that answers my question about why the US, who want to secure their own critical mineral supply chain, would back a company partnered solely with China. Namely to back that company so it can be onsold to US interests, on the proviso that the company's existing partnership with China is somehow terminated so that it can be transferred to US ownership without links to China!

While actually doing so may entail some obvious challenges, this is the best news I think we've seen in years. Clearly I was wrong in my assessment of what was happening behind the scenes. Fingers crossed things progress as outlined.

Some may view an end result in which AVZ gets just the southern tenement and on-sells it as not a true victory, as its still partly un-just and would still end up rewarding the illegal actions of Zijin et al. However given the shitshow weve seen and the uncertainies of claiming an ICSID penalty, I would view that outcome favourably. Depending on the price of that sale, of course. But shareholders would at least be compensated in some way for the suffering we've faced.

On the face of it - amazing development.

 

[LX600]

After the glory day, I will chip in to bring down Tom Richardson. Someone please organise then

 

[Winenut]

 

[j.l]

If Trump sorts out our mess at a good price, i will be more than a fan, i will suck his pin dick that Melania clearly rejects........

Take one for the team, Stormy Beisha.