AVZ Discussion 2022
- Thread starter GazDix
- Start date
it can occur off market
No need to get listed for a take over...
Winenut
GO AVZ!!!!
I wish....sober since Feb 28th if you can believe it!
Not that I'm counting the days or anything....
Mute22
Regular
Enjoying a nice Claire Valley rielsing right now. You'd know what I'm talking aboutI wish....sober since Feb 28th if you can believe it!
Not that I'm counting the days or anything....
Anyway, I cannot wait to be freed from this corporeal prison.
I have held since 2017, in that time I have read literally every post on X (Twitter), Hotcrapper and TSE for 2,869 days at an average of 15 times a day.
That's 43,035 page refreshes (at least) and easily over a 100,000 posts.
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Bray
Regular
Late too the party but holy shit that’s funny
Frank
Top 20
The DRC suspends all lobbying contracts with American firms
In a press release published Monday, April 7, 2025, the spokesperson for the President of the Republic, Tina Salama, announced that the DRC is suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field.
"In light of the mutually expressed desire to relaunch strategic partnerships between the two administrations, the Democratic Republic of the Congo's approach emphasizes the imperative of prioritizing direct exchanges with the new American administration, through official and authorized channels.
Consequently, it is immediately suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field, including the contract with Earhart Turner LLC," the press release stated.
Tina Salama added that President Félix-Antoine Tshisekedi welcomes the strong and lasting relationship of cooperation and friendship between the United States of America and the Democratic Republic of Congo.
This decision comes a few days after the visit to Kinshasa of Massad Boulos, Senior Advisor for Africa to U.S. President Donald Trump.
On April 3, he mentioned a minerals agreement proposed by the DRC: "We have reviewed this proposal, and I am pleased to announce that the President and I have agreed on a path forward for its development.
I look forward to working with President Félix Tshisekedi and his team to build a deeper relationship that benefits both the Congolese and American people.
We aim to stimulate U.S. private sector investment in the DRC, particularly in the mining sector, to contribute to the prosperity of both our countries."
He also emphasized that American companies are ready to establish operations in the DRC to stimulate local economies.
"We need a business-friendly environment to achieve this goal.
Rest assured, American companies operate with complete transparency and will stimulate local economies.
This involves multi-billion dollar investments, job creation, knowledge transfer, and infrastructure investments," he insisted.
mediacongo
Tin prices up 4.13% per ton on international markets
"Tin prices are rising on international markets during the week of April 7-12, 2025.
It is trading at $36,312 compared to $34,872 the previous week, an increase of 4.13% per ton," it read.
According to the same source, only tantalum is stable, with the price per kilogram at $227 this week.
mediacongo
*Don't forget the
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Just spitballing more about how this is all going to play out.
Remember when we were going to get an SEZ?
I wonder if something similar will be part of the deal for Kobold and Ko. By buying out AVZ, they would essentially be covering the DRC's future debt from ICSID penalties. DRC partly offsets the cost through tax-breaks. This could only be justified as part of a bigger investment and development proposal, which is exactly what Yankees are proposing.
I am all for taxes being paid to DRC *if it goes towards improving life for citizens there* so I am totally fine with a short-term tax break to establish a long-term framework for development.
So
- tax breaks from DRC to mitigate their medium term losses in penalties,
- scrip or royalties as part of the buyout offer,
....shapes a deal from both ends where buyers can afford to offer shareholders what they deserve.
Remember when we were going to get an SEZ?
I wonder if something similar will be part of the deal for Kobold and Ko. By buying out AVZ, they would essentially be covering the DRC's future debt from ICSID penalties. DRC partly offsets the cost through tax-breaks. This could only be justified as part of a bigger investment and development proposal, which is exactly what Yankees are proposing.
I am all for taxes being paid to DRC *if it goes towards improving life for citizens there* so I am totally fine with a short-term tax break to establish a long-term framework for development.
So
- tax breaks from DRC to mitigate their medium term losses in penalties,
- scrip or royalties as part of the buyout offer,
....shapes a deal from both ends where buyers can afford to offer shareholders what they deserve.
"We need to rethink how we value projects, and how we value security of supply"
said in the context of China using its dominance of the lithium supply chain to suppress prices and squeeze out western competition.
The Americans are aware of this now.
All those ppl with their bullshit lowball numbers can't see the bigger picture. Or at least they're trying to make sure nobody else is paying attention to the bigger picture.
View attachment 81809
The DRC suspends all lobbying contracts with American firms
In a press release published Monday, April 7, 2025, the spokesperson for the President of the Republic, Tina Salama, announced that the DRC is suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field.
"In light of the mutually expressed desire to relaunch strategic partnerships between the two administrations, the Democratic Republic of the Congo's approach emphasizes the imperative of prioritizing direct exchanges with the new American administration, through official and authorized channels.
Consequently, it is immediately suspending, until further notice, all lobbying contracts, approaches, or proposals entered into or made between it and American entities, firms, or firms specializing in this field, including the contract with Earhart Turner LLC," the press release stated.
Tina Salama added that President Félix-Antoine Tshisekedi welcomes the strong and lasting relationship of cooperation and friendship between the United States of America and the Democratic Republic of Congo.
This decision comes a few days after the visit to Kinshasa of Massad Boulos, Senior Advisor for Africa to U.S. President Donald Trump.
On April 3, he mentioned a minerals agreement proposed by the DRC: "We have reviewed this proposal, and I am pleased to announce that the President and I have agreed on a path forward for its development.
I look forward to working with President Félix Tshisekedi and his team to build a deeper relationship that benefits both the Congolese and American people.
We aim to stimulate U.S. private sector investment in the DRC, particularly in the mining sector, to contribute to the prosperity of both our countries."
He also emphasized that American companies are ready to establish operations in the DRC to stimulate local economies.
"We need a business-friendly environment to achieve this goal.
Rest assured, American companies operate with complete transparency and will stimulate local economies.
This involves multi-billion dollar investments, job creation, knowledge transfer, and infrastructure investments," he insisted.
mediacongo
Tin prices up 4.13% per ton on international markets
"Tin prices are rising on international markets during the week of April 7-12, 2025.
It is trading at $36,312 compared to $34,872 the previous week, an increase of 4.13% per ton," it read.
According to the same source, only tantalum is stable, with the price per kilogram at $227 this week.
mediacongo
View attachment 81811
*Don't forget the
View attachment 81814
44min
Paraphrasing a bit
"There's attempt/feeling across the industry that if enough producers move downstream it will loosen China's grip (on pricing) and there'll be more leverage. I think that's true, but unless you're a $30B company I don't know..."
OK so that's my new benchmark for valuing an asset capable of loosening China's grip on Lithium
Sounds about right but I'll still take some royalties too.
Paraphrasing a bit
"There's attempt/feeling across the industry that if enough producers move downstream it will loosen China's grip (on pricing) and there'll be more leverage. I think that's true, but unless you're a $30B company I don't know..."
OK so that's my new benchmark for valuing an asset capable of loosening China's grip on Lithium
Sounds about right but I'll still take some royalties too.
bloke383
Regular
The Americans and the DRC will have to work with
@AvzMinerals
whose project is a viable and sustainable package that is beneficial for all.
Yes Franck , correct . It is AVZ's project and we hold all the aces . A fact that seems to be missed or ignored by all those throwing around stupid low ball offers .
The project would also be benefiting the local Congolese today if it had been allowed to progress without all the corruption .
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Winenut
GO AVZ!!!!
Just for correctness the rebels are in the East and the floods are in the West....cheers
Sure it's a big call given conventional wisdom holds that a mine takes 5-7 years to develop after discovery. Yet Zingin has pretty much turned that on its head with forecast DSO from CDL early next year.
As the kid says, in the context of "China's human capital situation and the quality of their engineering procurement construction firms":
....when you have smart people working on an issue and there's a national security lens to having things get built, they get done fast...
Question is whether Kobold/Rio are capable of matching such timelines. I reckon they'll have a red hot go at it. Felix and Trump will insist they do.
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