AVZ Discussion 2022

[hedrox]

And here are the Arabs.....another left fielder?

Kasaï Central : les investissements au menu de la rencontre à Dubaï entre un proche de la famille royale émiratie et la délégation des députés et celle du gouvernement provincial

Les trois députés provinciaux du Kasaï Central, Papy Noël Kanku, Pierre Sosthène Kambidi et Voltaire Tshibwabwa en séjour à Dubaï aux Emirats arabes Unis et qui ont été rejoints par deux membres du gouvernement

actualite.cd

 

[Mute22]

The tables have turned.

 

[Hodlandwin69]

And here are the Arabs.....another left fielder?

Kasaï Central : les investissements au menu de la rencontre à Dubaï entre un proche de la famille royale émiratie et la délégation des députés et celle du gouvernement provincial

Les trois députés provinciaux du Kasaï Central, Papy Noël Kanku, Pierre Sosthène Kambidi et Voltaire Tshibwabwa en séjour à Dubaï aux Emirats arabes Unis et qui ont été rejoints par deux membres du gouvernement

actualite.cd

View attachment 80669 View attachment 80670

Kasai is a long way from manono

 

[hedrox]

Kasai is a long way from manono

But it shows that the Arabs are keen to invest in the DRC...and they got the most dosh of all of them

 

[Winenut]

Kasai is a long way from manono

So is Melbourne and Berkeley

 

[CHB]

Damn, after the drama with Kobold its hard to get excited again.

I think I'll reserve my excitement for when the news articles specifically indicate that someone is negotiating or in discussions with AVZ as opposed to the DRC.

Otherwise I'll just assume its another player trying to fuck us over

 

[Dazmac66]

Well if the try to f$ck us over we're off to the ICSID!
Signatories and Contracting States

As of today, 158 countries have signed the ICSID Convention, and 156 of them have ratified it.

Notable Signatories and Contracting States

Some of the key member states include:

Americas: United States, Canada, Argentina, Brazil, Mexico, Chile

Europe: United Kingdom, France, Germany, Italy, Spain, Netherlands

Africa: Nigeria, South Africa, Egypt, Ghana, Kenya

Asia: China, Japan, India, South Korea, Indonesia

Middle East: Saudi Arabia, UAE, Qatar, Israel, Turkey

 

[Miljew91]

Another left fielder in the mix now....Rio Tinto...brilliant.
Rio Tinto paid 9.95 Billion AUS $ recently for Arcadium lithium with an annual output of 200 kpta Lithium...
View attachment 80666
And now there are on the negotiating table with AVZ with a planed output of 700 kpta Lithium in stage 1....thats 3.5 x more than Arcadia. Grades and depth and quality of AVZ's deposit beats Arcadia by far....
Come on RIO, keep that deposit in Australian hands and get you check book out... View attachment 80667 View attachment 80668
Good luck everybody....let's start the bidding war

You guys really need to get your calcs right, 200ktpa of LCE is far different from 700ktpa of sc6

 

[wombat74]

Well if the try to f$ck us over we're off to the ICSID!
Signatories and Contracting States

As of today, 158 countries have signed the ICSID Convention, and 156 of them have ratified it.

Notable Signatories and Contracting States

Some of the key member states include:

Americas: United States, Canada, Argentina, Brazil, Mexico, Chile

Europe: United Kingdom, France, Germany, Italy, Spain, Netherlands

Africa: Nigeria, South Africa, Egypt, Ghana, Kenya

Asia: China, Japan, India, South Korea, Indonesia

Middle East: Saudi Arabia, UAE, Qatar, Israel, Turkey

Yep so would be pointless for RIO or Kobold to be nutting out a deal if AVZ were not in a strong position . Media reports AVZ issues need to be resolved . Means AVZ are holding the winning ICDIS cards . Kibeya can eat sh1t and die.

 

[Javman]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

I’ve had a very similar experience. Look after yourselves it’s not easy at times mate.

 

[ptlas]

Damn, after the drama with Kobold its hard to get excited again.

I think I'll reserve my excitement for when the news articles specifically indicate that someone is negotiating or in discussions with AVZ as opposed to the DRC.

Otherwise I'll just assume its another player trying to fuck us over

Beat me to it.
Nobody wants to be a wet blanket, but this does really have a long way to go.
That said, assuming we win all of the court cases, or maybe some are never heard and we are awarded ML and etc,etc, my oly worry is what compensation we rceive for the North.
I suspect that our new bessies will leave it to Zijin and will have no interest in the outcome.

I think it was @Carlos Danger, if I recall correctly, who a year or so ago set out why AVZ had already lost CDL
NF is adamant that this is not the case, so it will also be interesting to see what our actual legal status is there.

If NF is correct then it will allow him to use RD as leverage for CDL.

 

[Remark]

According to Nige, Zijin are sitting on a shitload of Mica in CDL.

All that sweet, sweet Mica

 

[Dave Evans]

Michael J. Kavanagh is a Bloomberg journalist. Michael Bloomberg (the majority owner of Bloomberg News’s parent Bloomberg LP) is an investor in Gates’ Breakthrough Energy, which holds a stake in KoBold, according to the company's website

https://x.com/kat_prive/status/1905646960117239978

Here’s an updated link to the Bloomberg article (with embedded links) that’s not behind a paywall

Rio Tinto Talks With Congo Over Developing Prize Lithium Deposit

Rio Tinto Group has held talks with the Democratic Republic of Congo about developing one of the world’s biggest hard rock lithium deposits, in the latest sign of the miner’s enthusiasm for the battery metal.

www.bloomberg.com

Given Bloomberg’s reputation and links to KoBold, you would have to think they are pushing to get this deal done before the arbitration cases are due, especially given the information @Dazmac66 provided above regarding the signatories to the ICSID

If all that doesn’t incentivise the fat idiot running the DRC to strike a deal before the ICC and ICSID rulings he’s even bigger idiot than any of us realised

Anyway just to add to the speculation, here’s Gates with the fat idiot

 

[j.l]

In other news, AVZ's DFS assumed an SC6 price of USD 699/t.

Even though the lithium market is in the doldrums, that price assumption is still 15-20% below recent SC6 pricing...

 

[Doc]

In other news, AVZ's DFS assumed an SC6 price of USD 699/t.

Even though the lithium market is in the doldrums, that price assumption is still 15-20% below recent SC6 pricing...

We never did see the revised feasibility study did we? I think it was a BFS…?

 

[j.l]

@Doc, I used this piece of ancient history.

 

[Dazmac66]

Rio Tinto Enters Negotiations with Congo for Strategic Lithium Deposit

Discover how Rio Tinto's negotiations with Congo for the Roche Dure lithium deposit expand their battery materials portfolio.

discoveryalert.com.au

Expansion on previous article!

I am just wondering how they know so much about the Roche Dure deposit? Sounds like we should be selling $10 tickets to the AVZ core sample library!

 

[Carlos Danger]

Beat me to it.
Nobody wants to be a wet blanket, but this does really have a long way to go.
That said, assuming we win all of the court cases, or maybe some are never heard and we are awarded ML and etc,etc, my oly worry is what compensation we rceive for the North.
I suspect that our new bessies will leave it to Zijin and will have no interest in the outcome.

I think it was @Carlos Danger, if I recall correctly, who a year or so ago set out why AVZ had already lost CDL
NF is adamant that this is not the case, so it will also be interesting to see what our actual legal status is there.

If NF is correct then it will allow him to use RD as leverage for CDL.

KoBold’s letter said they wanted AVZ to transfer all of their rights to Manono to them. We will in turn receive appropriate compensation. That implies we will be paid to walk away and it would be up to them to work out who gets what. A potential offer from Rio could be different but it seems they are also mainly interested in the south. How much will be on offer perhaps changes depending on what is legally established which might be what Graeme Johnston was alluding to.

As for the north Nigel is obviously privy to facts I’m not and I’ve always said that I can only work off public information. But his various slips about ‘mica’ and ‘the south has the good powder’ over the years have been interesting to say the least. The mining code is pretty clear that it is the waiver itself that serves as the relinquishment and not the decree. AVZ’s current reasoning (which changed from the original appeal) is that the new decrees stand therefore the tenement is whole again.

But the waiver can still be enforced if the DRC decides it wants to which is why we have also gotten legal disclaimers like ‘There is a reasonable prospect that a party, including the Company, will be granted a PE in respect of the Carriere de l’Este Mineral Resource. If Dathcom is granted a PE in respect of the Carriere de l’Este Mineral Resource, further negotiations will then be undertaken with the shareholders of Dathcom in relation to the terms of the mining joint venture’ in official announcements imo

 

[Frank]

.

Full text of Bloomberg article

https://x.com/zempheth/status/1905613611784941990

*Another HC Home Run i see

 

[Lucas Don Velor]

I was going to do another Celestine one in my Super Villain series with the headline Big Lips, Sink Ships. But it goes against my rules of engagement.

What about a cartoon/meme of Celestine being thrown under the rickshaw?!