AVZ Discussion 2022

[Tinrattler]

$3.94 (USD $2.50)
AUD $13.79 billion (USD $8.748 billion)

You feckers are getting my hopes up .

 

[wombat74]

I'm feeling it in the air tonight.
Right? Yeah? Nah? wot ?!? Anyone else?!


Is it too early (probably) to start a pool?
I'm down for $3.60, $12.7 Billion buyout.

COME ON!!!!

My phone is running off the hook .

 

[Azzler]

View attachment 79769

Gentlemen... He's back!

 

[j.l]

I'm feeling it in the air tonight.
Right? Yeah? Nah? wot ?!? Anyone else?!

Better get those plums looked at mate.
But premature, methinks.

 

[Azzler]

Better get those plums looked at mate.
But premature, methinks.

"Feeling" just a feeling mate

 

[PhatCatz]

Whoever mines this deposit will control the lithium narrative for the next 50 years. You pay whatever price you can to have that power.

$U20 billion is a cheap price to pay to secure your future advanced technology sector... looking at your USA.

 

[j.l]

Whoever mines this deposit will control the lithium narrative...

Not sure if this was posted before. Pretty amazing to see the impact of Manono factored in by Benchmark Minerals.

(presumably from Manono Lithium SAS though )

 

[PhatCatz]

Not sure if this was posted before. Pretty amazing to see the impact of Manono factored in by Benchmark Minerals.

View attachment 79774

I fully expect Manono to be the marginal cost producer for all the main lithium demand centres globally. Doubly so if this beast can be transported to the east and west coast of Africa. Remember, Manono is the highest grade, largest size, and lowest cost hardrock producer on the planet. It makes Greenbushes look second rate.

It will squeeze all the shitty small and expensive lithium mines to death and that's how it will control the lithium narrative for arguably as long as it mines. Whoever owns it will control who mines and who doesn't.

More importantly, beyond just the raw product, those who can take full advantage of this deposit and develop a fully integrated battery supply hub will destroy all other battery competitors. It's why China wants it, it's now why USA want it even if it's leader is a puppet of big oil.

 

[Azzler]

I fully expect Manono to be the marginal cost producer for all the main lithium demand centres globally. Doubly so if this beast can be transported to the east and west coast of Africa. Remember, Manono is the highest grade, largest size, and lowest cost hardrock producer on the planet. It makes Greenbushes look second rate.

It will squeeze all the shitty small and expensive lithium mines to death and that's how it will control the lithium narrative for arguably as long as it mines. Whoever owns it will control who mines and who doesn't.

More importantly, beyond just the raw product, those who can take full advantage of this deposit and develop a fully integrated battery supply hub will destroy all other battery competitors. It's why China wants it, it's now why USA want it even if it's leader is a puppet of big oil.

I don't care what it is anymore, just gimme the bux!

 

[Frank]

https://x.com/jonnnono/status/1902664074170659327

*Don't forget to give our dogged mate ( Dog with a Bone ) Jonnno some

 

[ptlas]

I fully expect Manono to be the marginal cost producer for all the main lithium demand centres globally. Doubly so if this beast can be transported to the east and west coast of Africa. Remember, Manono is the highest grade, largest size, and lowest cost hardrock producer on the planet. It makes Greenbushes look second rate.

It will squeeze all the shitty small and expensive lithium mines to death and that's how it will control the lithium narrative for arguably as long as it mines. Whoever owns it will control who mines and who doesn't.

More importantly, beyond just the raw product, those who can take full advantage of this deposit and develop a fully integrated battery supply hub will destroy all other battery competitors. It's why China wants it, it's now why USA want it even if it's leader is a puppet of big oil.

We cannot stay with CATH in any way, shape or form.
If we do, it's guaranteed that they will manipulate the lithium price down to shaft us.

 

[Dom1974]

Don’t want to be a party pooper but I think we need to temper down our expectations on what a sale would look like. I’m all for the maximum $ amount possible, but the US are doing us a favour in bailing us out of this shit hole if it all goes through, so any US company we deal with would know that and make an offer accordingly. Sovereign risk is massive regardless of US Govt backing and is another factor to consider. Can never trust these pricks even with DRC Sovereign Guarantee, because you know, they follow their own laws. Re: CATH, they saved our arse with the financial lifeline, so I don’t think they will be left out of negotiations in terms of future supply.

 

[Hodlandwin69]

Don’t want to be a party pooper but I think we need to temper down our expectations on what a sale would look like. I’m all for the maximum $ amount possible, but the US are doing us a favour in bailing us out of this shit hole if it all goes through, so any US company we deal with would know that and make an offer accordingly. Sovereign risk is massive regardless of US Govt backing and is another factor to consider. Can never trust these pricks even with DRC Sovereign Guarantee, because you know, they follow their own laws. Re: CATH, they saved our arse with the financial lifeline, so I don’t think they will be left out of negotiations in terms of future supply.

Prepare for all the "You must be Shane!!!!!" comments

 

[Spikerama]

The respondent is the DRC state

Technically Cominiere are a party to proceedings but as a claimant due to being a Dathcom shareholder

Both Zijin and Dathomir are not parties to the ICSID proceedings due to never being a shareholder of Dathcom and selling their shares in Dathcom eyes wide open because the lithium price was crashing and to avoid capex responsibilities respectively

View attachment 79762

So Carlos you reckon we should change the header to just the DRC as is in the Respondents title?

 

[JAG]

So Carlos you reckon we should change the header to just the DRC as is in the Respondents title?

 

[Spikerama]

Dude, don't stalk me while I'm working lol.,

 

[Flexi]

Jag......what are you seeing.....????............??

 

[JAG]

Jag......what are you seeing.....????............??

 

[Scoota30]

Don’t want to be a party pooper but I think we need to temper down our expectations on what a sale would look like. I’m all for the maximum $ amount possible, but the US are doing us a favour in bailing us out of this shit hole if it all goes through, so any US company we deal with would know that and make an offer accordingly. Sovereign risk is massive regardless of US Govt backing and is another factor to consider. Can never trust these pricks even with DRC Sovereign Guarantee, because you know, they follow their own laws. Re: CATH, they saved our arse with the financial lifeline, so I don’t think they will be left out of negotiations in terms of future supply.

Don't underestimate uncle Sam and his moneybags when talking about matters of national security - if the US buy the complete project they will pay fair price IMO. What's another 6.2B USD+ (floor price) on a 36 trillion dollar debt to secure control of the lithium market and counter China's control.
If part of the negotiations are that the mining license is issued, sovereign risk goes down considerably.
More whale gifs please

 

[Spikerama]

Whoever has my Voodoo doll, could you please give his nob a bit of a suck?