Mr Inappropriate
Regular
$2? Is jcar trying to soften up us holders for one last rogering?
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Samus
Top 20
I think since the purported low ball offer got rejected they will wait and see what appropriate compensation means and then potentially offer something more substantial.
Just my thoughts, I look forward to ICSID putting the squeeze on. It doesn't seem like DRC give a fuck about it but it will potentially give us a way to claw back some money off the grubs.
I've got nfi what will happen but going by what hasn't happened so far I'm not holding my breath for a deal in the short term.
Winenut
GO AVZ!!!!
Yep.......anyone with half a fucking brain and a dollar still in their own pocket knows you never want lawyers talking to lawyers
Largus Averta
Regular
Tree Fiddy.
Azzler
Top 20
I could be missing some reference or joke here, if so, sucks to be me...
but perhaps some investors have been misled as to what kind of compensation or sale price we might end up with.
When I think of the calls for $12 and so on, I know it's being said with bravado... but perhaps other investors have been believing these claims to have some merit.
My ear isn't as close to the ground as some, but I doubt we will get even $2.
I think we will be fortunate if it's above $1, and even then still not getting a CGT discount, nor a cost base tax reduction.
It's completely pointless to quote what Manono is worth, when demanding what we should get paid.
Shareholders should be aware of one thing only when it comes to any sort of payout.
And that thing is simply... What can we get for it?
A thing is only valued at what anyone is willing to pay for it.
And while ISCID is on our side, to go full nut down that avenue means years of turmoil and expense, for a completely unknown payout likely 10 years from now. if at all
There is no bravado or leverage in claiming "FULL VALUE OR FULL ISCID ROUTE!!! [FLEX]"
Going full ISCID is a fucking disaster.
I fully trust the BOD to deliver the best value we can possibly get, whether that's a few cents per share, or a few dollars per share.
These claims of "$X or else FULL ISCID" are pure fantasy.
I don't mean to burst anyones bubble, truly I don't.
I just want everyone to be realistic.
*IMHO*
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Winenut
GO AVZ!!!!
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Azzler
Top 20
Do you mean like.. lets pretend we wont back down unless we get $12?
Mate it's not going to do anything but give people false hope.
Mute22
Regular
Frank
Top 20
Direct negotiations between Kinshasa and Kigali: what are the interests of the mediating countries?
While foreign powers are seeking to mediate the crisis in eastern DRC, this assistance is not without its rewards.
In the Democratic Republic of Congo, as the AFC-M23 rebels advance in the provinces of South and North Kivu, whose two capitals they already control, foreign powers are attempting to assist in the search for peace through mediation. But their involvement is not without its rewards.
Each of these states is involved for its own specific interests.
The United States, for example, seeks stability in Central Africa to prevent the arrival of additional migrants on its soil and counter the spread of terrorism.
But Washington is also interested in managing the strategic natural resources that the DRC abounds in.
Jacob Kerstan, director of the German Konrad Adenauer Foundation in Kinshasa, believes that "it is quite clear that the United States hopes to gain access to minerals from both sides.
Mr. Boulos was the first to visit Kinshasa after his appointment. And I believe people in Washington attach great importance to this.
Following the logic of Trump and his administration, Trump acts and reacts in this way."
Investment Protection
As for China, which promotes peace and respect for the sovereignty of countries, it would not want to see the conflict spread to the Katanga region, where it has made significant investments in the mining sector, as explained by Christian Géraud Neema, China-Africa expert and editor of the China Global South Project.
He notes that "its involvement goes beyond a desire for peace in the region, but also reflects a desire to see the country stabilized so that the instability in eastern DRC does not spill over into the Katanga region. This explains Beijing's desire to see a peaceful and rapid solution."
Qatar's participation reinforces its status as an internationally renowned negotiator. But its main interest lies in preserving a security climate conducive to conducting business in the Great Lakes region.
According to researcher Ithiel Batumike of the Ebuteli Institute for Research on Politics, Governance and Violence, "We know that Qatar has interests, particularly in Rwanda, where it is already a shareholder in the Rwandan aviation company and in the construction of the international airport there, which is costing billions of dollars.
Peace in the region would benefit its business. Qatar does not have bad relations with Congo."
Félix Tshisekedi denounces media manipulation
Meanwhile, President Félix Tshisekedi is denouncing what he calls media manipulation surrounding the DRC-US partnership on critical minerals.
On Monday, he ruled out any sell-off of his country's resources.
The president asserts that "these allegations are naturally unfounded, but often stem from orchestrated campaigns to weaken our economic sovereignty and undermine our country's strategic repositioning efforts on the world stage.
I want to solemnly reaffirm before you what I have always stood for. Never, ever, would I sell-off the resources of the Democratic Republic of Congo."
But during the discussions in Washington, many foreign mining giants are already showing interest in the DRC's minerals.
While foreign powers are seeking to mediate the crisis in eastern DRC, this assistance is not without its rewards.
In the Democratic Republic of Congo, as the AFC-M23 rebels advance in the provinces of South and North Kivu, whose two capitals they already control, foreign powers are attempting to assist in the search for peace through mediation. But their involvement is not without its rewards.
Each of these states is involved for its own specific interests.
The United States, for example, seeks stability in Central Africa to prevent the arrival of additional migrants on its soil and counter the spread of terrorism.
But Washington is also interested in managing the strategic natural resources that the DRC abounds in.
Jacob Kerstan, director of the German Konrad Adenauer Foundation in Kinshasa, believes that "it is quite clear that the United States hopes to gain access to minerals from both sides.
Mr. Boulos was the first to visit Kinshasa after his appointment. And I believe people in Washington attach great importance to this.
Following the logic of Trump and his administration, Trump acts and reacts in this way."
Investment Protection
As for China, which promotes peace and respect for the sovereignty of countries, it would not want to see the conflict spread to the Katanga region, where it has made significant investments in the mining sector, as explained by Christian Géraud Neema, China-Africa expert and editor of the China Global South Project.
He notes that "its involvement goes beyond a desire for peace in the region, but also reflects a desire to see the country stabilized so that the instability in eastern DRC does not spill over into the Katanga region. This explains Beijing's desire to see a peaceful and rapid solution."
Qatar's participation reinforces its status as an internationally renowned negotiator. But its main interest lies in preserving a security climate conducive to conducting business in the Great Lakes region.
According to researcher Ithiel Batumike of the Ebuteli Institute for Research on Politics, Governance and Violence, "We know that Qatar has interests, particularly in Rwanda, where it is already a shareholder in the Rwandan aviation company and in the construction of the international airport there, which is costing billions of dollars.
Peace in the region would benefit its business. Qatar does not have bad relations with Congo."
Félix Tshisekedi denounces media manipulation
Meanwhile, President Félix Tshisekedi is denouncing what he calls media manipulation surrounding the DRC-US partnership on critical minerals.
On Monday, he ruled out any sell-off of his country's resources.
The president asserts that "these allegations are naturally unfounded, but often stem from orchestrated campaigns to weaken our economic sovereignty and undermine our country's strategic repositioning efforts on the world stage.
I want to solemnly reaffirm before you what I have always stood for. Never, ever, would I sell-off the resources of the Democratic Republic of Congo."
But during the discussions in Washington, many foreign mining giants are already showing interest in the DRC's minerals.
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Frank
Top 20
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
cruiser51
Top 20
Why don't you just let the BOD sort things out?
They do have more knowledge about what is going on than you pretend to have.
Where did you derive your fucking knowledge? Reading the toilet paper roll while having a crap?
Sorry to be so cruel, but while you had your ear close to the ground did a steam roller just went over your noggin?
FFS, you blow more smoke out of your arse than Mount Agung on a good day.
Never have seen so much crap, did you eat magic mushrooms?
Azzler
Top 20
Lol, ok rage machine...
But didn't I literally just state that only the BoD will sort out the price and that I trust them to get the best price?
Soooo your post is complete drool then isnt it?
Cruiser why don't you entertain us a more realistic price, (in your no doubt, more educated opinion) and in the end we can come back here to see how we both fared in our estimation.
Azzler
Top 20
I've probably overstepped in my previous response.
Are you an investor who has believed all the posts about $10 and the $12 Zijin tax people?
Your anger at my post might be proving my point.
I hold a similar target of $1-2, regardless of true value. For no other reason than tempering expectations keeps me sane lol.
Also not expecting a sale for AVZ to be announced prior to the DRC/RWANDA security deal being signed and ratified. Be nuts for Kobold or whoever to commit billions without US commitment locked in.
So, for me, it's now a two month minimum wait, at which point our negotiations can be finalised, automatically rendering ICSID redundant and discontinued.
Thus anytime from July onwards for a sale/TO, with money in the bank EOY.
Works for me, happy daze.
Thank god you’re not on Nigel’s negotiation team.
Seriously though, I think there is a lot (and I mean a lot) of fat to trim to get anywhere near the 1 buck mark you’re stating. Looking beyond the actual deposit value, AVZ have the only good legal title to Manono and that will be proven at the ISCID. That alone is worth everything at this stage.
cruiser51
Top 20
I am not angry at your post, but just gobsmacked about the stupidity of uninformed people without any real knowledge, other than feeling their plums, saying what is an acceptable value for AVZ shares.
What are you trying to achieve?
What is the urgency for you to make this sort of statements?
I am with PhatCatz, over the moon, that you are not on the AVZ negotiating team and will never engage you, to sell my house.
I hope you get the drift.
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Azzler
Top 20
So lets establish that you and Cruiser believe that those buying Manono, are reading this forum, and we as shareholders, should be bluffing to achieve better payout value?Thank god you’re not on Nigel’s negotiation team.
Seriously though, I think there is a lot (and I mean a lot) of fat to trim to get anywhere near the 1 buck mark you’re stating. Looking beyond the actual deposit value, AVZ have the only good legal title to Manono and that will be proven at the ISCID. That alone is worth everything at this stage.
Because that's exactly what you seem to be saying.
If so I'm saying in response that this is very naive, and are you fucking serious?
Responding that you're glad I'm not on Nigels negotiating team, tells me you think what we say here is a part of the negotiating team.
God damn boi...
God damn...
BLUFFS ON AN OBSCURE FORUM WILL FUCKING NOT CHANGE THE SALE VALUE OF AVZ!!!
holy fuck I can't believe I even have to say this....
This is a forum for investors to discuss and inform and speculate.
Absolutely nothing said here will affect the outcome.
If people are "bluffing" with their "$12 or fuck off, $12 or full ISCID" on this forum, then they're doing a disservice to investors who log in here just to try to get a sense of what's happening and where we're at.
Azzler
Top 20
But what do you think this means if the DRC fluff AVZ for 10 years?AVZ have the only good legal title to Manono and that will be proven at the ISCID. That alone is worth everything at this stage.
Despite good legal title, they've fluffed us for the last 3 years right?
Apologies if my post came across as a dig it was mostly facetious in nature. I agree with you on a lot of your posts and I understand the position you are trying to make with regards to your recent posting.
I think the issue I have (not with you personally) is that with the information we have publicly available some TSE posters and X users have seemed to jump straight to the heavily discounted “returned items bin” pricing for AVZ. We have the only good legal title for the Manono deposit that will be certified at the ISCID, we have funding to see this battle out IF it goes through the courts, we have a fast developing USA public interest in critical minerals WITH some strong anti corruption conditions AND the curveball is the Chinese who I doubt won’t go softly into the night. They will be working hard behind the scenes scheming mostly with the DRC government I’d imagine.
AVZ is positioned smack bang in the middle of this three way tug of war between the DRC, USA and China. If Manono was a minnow we’d be dead and buried years ago without a whimper stolen by the Chinese but fortunately for us shareholders it’s not. It’s the pinnacle in lithium hard rock and everyone wants it.
Nigel and Co. have a few hands they can play to get the best value for shareholders. While it’s not ideal to go through the ISCID it is a huge bargaining chip for AVZ and I’ll back the BOD if this race goes the full Flemington straight.
Again, I can’t stress this enough. AVZ have the only good legal title for Manono in its entirety. This is critically important at the pointy end.
I suspect ISCID outcomes might be a trigger for a TO as well. I don’t necessarily believe that DRC alone will be left to fend for themselves if they owe AVZ $10b plus. I’ll be fairly confident the USA will bail them out with some sort of deal. ISCID provides an approximate value for damages, it settles ownership issues, it will provide an absolutely perfect opportunity for the DRC Government to implement a “corruption into the mining sector” review to “clean up” as per USA request. However, if Felix is to be publicly found guilty of corruption himself then I’m a bit unsure how that can be navigated but I’m sure there’s a few pages out of Trumps book he can take. aka “it wasn’t me” by Shaggy vibes
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