AVZ Discussion 2022

[Shire]

Off topic but Geo is MIA. Not seen since May 10 on here. I spoke to him once. He was an elderly gent (I don’t think he would mind me saying that as he offered up his age - I just can’t remember it due to mine).

Anyway, hope he is ok. Anyone in contact with him?

 

[whales]

o1

If it comes to a vote, I'm not accepting anything less than US$10B.

KoBold aren't just buying the south of Manono. They're buying access to 1,600 square kms of exploration space that they get to hand pick after being given access to all the DRC's records. To put that in perspective the south of Manono is about 35 square kms.

Also that $10b figure is based on proven reserves. Roche Dure is likely over 1,200 million tonnes, and with the unexplored pegmatites, the south likely holds over 2,000 million tonnes.

KoBold is getting the steal of the century.

According to Amovatio post on hotcrapper
$3 US or $4.60 AU which is more than than the $10 billion
Small change for Gates and Bezos.
Would represent fair value as it sets up US to a wide range of minerals in the DRC and more importantly establishes competition to China for critical minerals.

 

[cruiser51]

I'm suggesting both 1 & 2 will happen. Point 4 is pointing out that as 'The King' would say... 'We hold all the cards!' so why settle for less?

I personally don't give a rat's arse, who or what Kobold, or the DRC pays in what shape or form.

In my eyes it is very simple, if AVZ doesn't get "fair compensation", AVZ continues with all ICC and ICSID arbitration cases.
In the mean time, just buzz off and stop trying to suggest, or fish what could be the right price.

At this very moment we are all in the same boat and simply are waiting for company news and/or advise to be released at the appropriate time.

In the mean time Fuck Zijin and if Kobold believes they can fuck us over, they can fuck off as well.

We should be all very well aware of the schizophrenic idiot with his HKTD.

 

[Goldenboy]

If it comes to a vote, I'm not accepting anything less than US$10B.

KoBold aren't just buying the south of Manono. They're buying access to 1,600 square kms of exploration space that they get to hand pick after being given access to all the DRC's records. To put that in perspective the south of Manono is about 35 square kms.

Also that $10b figure is based on proven reserves. Roche Dure is likely over 1,200 million tonnes, and with the unexplored pegmatites, the south likely holds over 2,000 million tonnes.

KoBold is getting the steal of the century.

Unfortunately Ken see straight you might need to go to Specsavers. As much as I would love 10billion I unfortunately have to adjust my expectations. Cunts going to fuck us unfortunately.

 

[j.l]

Unfortunately Ken see straight you might need to go to Specsavers. As much as I would love 10billion I unfortunately have to adjust my expectations. Cunts going to fuck us unfortunately.

Hey mate has anything in particular prompted your sentiment?

 

[cruiser51]

https://x.com/KiengeKki
KIKI KIENGE
https://x.com/KiengeKki
@KiengeKki


Translated from French by
A look at the Declaration of Principle Doha: capitulation or diplomatic strategy?
By Kiki #Kienge

"Never, ever, will I negotiate with Rwanda's puppets! Dialogue with a terrorist group like the M23 is a red line we will never cross." Félix Tshisekedi.
On July 19, 2025, the Democratic Republic of Congo signed a Declaration of Principles with the M23/AFC in Doha, a preliminary agreement intended to pave the way for a permanent ceasefire and a comprehensive peace process.
But upon closer inspection, this text marks less a turning point toward peace than an abandonment of the red line once defended by Kinshasa.

The text signed in Doha grants the AFC/M23 major political, diplomatic and strategic advantages:

1. Political legitimacy.
The AFC/M23 officially becomes a negotiating party recognized by the Congolese state, breaking the official narrative that it was a "terrorist, criminal, or pro-Rwandan" group. This status gives the movement an international footing, placing it on an equal footing with Kinshasa, through a rhetoric of "mutual commitments" and "frank dialogue."

2. Implicit territorial freeze.
The text does not contain any clear and immediate demand for the withdrawal of the AFC/M23 from the occupied territories (Goma, Rutshuru, Masisi, etc.). The AFC/M23 retains de facto control over large swathes of eastern Congo, pending negotiations on a possible timetable. The restoration of state authority is conditional on "resolving the causes of the conflict": a vague formulation, without a specific deadline.

3. Release of their prisoners.
Confidence-building measures include the release of detainees of interest, a historical demand of the AFC/M23, often used to secure the release of its military and political cadres.

4. Schedule imposed at the expense of Kinshasa.
The deadlines are fast: direct negotiations before August 8, final agreement planned for August 17, 2025. This puts Kinshasa under pressure without offering concrete guarantees in the short term (neither disarmament, nor immediate withdrawal, nor verified security conditions).

The DRC's strategic errors and setbacks.

1. Major political contradiction.
By agreeing to sign with the AFC/M23, Kinshasa is denying its own narrative: that of a categorical refusal to negotiate with an organization accused of being used by Rwanda. This about-face undermines the credibility of the national and diplomatic discourse held since 2022.

2. Absence of binding clauses.
The text is full of general principles and empty formulations: "will for dialogue", "lasting peace", "climate of trust"... but no binding element on: - the disarmament of the AFC/M23; - the immediate withdrawal from the occupied areas; - the restoration of Congolese institutions. In short, the DRC is not gaining anything concrete in the short term. The AFC/M23, for its part, is freezing its military gains under diplomatic cover.

3. Dangerous diplomatic staging.
The Congolese state agrees to negotiate within a multilateral framework (Qatar, USA, AU), but without controlling the tempo or the balance of power, which leans largely in favor of the AFC/M23 and its regional supporters.

4. Reduction of sovereignty in practice.
The principle of "state restoration" becomes a future possibility, dependent on a tripartite peace agreement including... Rwanda. Thus, the DRC loses control over the very definition of its sovereignty over the eastern part of the country.

What the text does not say:

the red lines evacuated
This text carefully avoids several essential subjects:
- Justice for war crimes: no mention of prosecutions or transitional justice mechanisms.
- The root causes of the conflict are not defined: is it ethnicity? Mineral resources? Rwanda's role?
- The participation of Congolese civil society: totally absent from the process.

In short, it is a diplomacy without people and without a clear vision, conducted between belligerents in a logic of unbalanced compromise.
And now, what next after Doha?
The text provides for a cascade of upcoming negotiations, supposed to lead to a comprehensive peace agreement by August 2025, but three major obstacles remain:

1. The real implementation of the ceasefire, which has failed several times in the past.
2. Kinshasa's ability to regain administrative and security control of the east of the country.
3. Popular protest: many voices are already being raised against what they perceive as a "betrayal" of the dead in Kivu and a pact sealed in contempt of the victims.

Conclusion:
A text to save face, not to save the country.
This declaration is less a tool for peace than a strategic retreat by the DRC, dictated by military failure, international pressure, and the humanitarian impasse.

The M23/AFC emerges from it strengthened, rehabilitated, and consolidated on the ground.

Kinshasa, for its part, signed because it no longer had the means to say no, either militarily to the AFC/M23, or diplomatically to Donald Trump.

Peace in Doha is not yet peace in the Congo. It is, at best, a veiled pause; at worst, a legalization of a power struggle imposed by war.

 

[Samus]

Thoughts for feedback...

1. Presumably Kobold offer AVZ a payout to close our claims and hand over our data/BFS saving face for the DRC confirming their argument that Dathcom lost rights to PR13359. Therefore, the DRC should have no say regarding the payout figure nor should it be based on a percentage of ownership of Dathcom, it's simply a $ figure based on what we're willing to accept to piss off.

2. Independently Kobold will do a seperate deal for JV over PR13359 with DRC/Cominere, maybe $70m donation , and circumvent the exploration process by using our data. Mining license expedited only due to AVZ's background work on the tenement.

3. Dathomir and Zinjin claims against AVZ become irrelevant as Dathcom owns nothing?.... maybe they could open ICC cases against Kobold/DRC

4. Given the first two points.... why should we settle for anything less than US$10b, if not for AVZ's exceptional work the value of Manono may have never been realised or have been entirely stolen by Chinese. Kobold & DRC are therefore both up shit creek if we don't give up our claims or sell on data. A ICSID claim against Kobold, if they do a deal without paying us out, could be significantly more fruitful in the long term.

Here's my thoughts.
I reckon you're one of the trolls aliases that wasn't flushed out.

And first you rocked up here acting like you'd been here for years pretending to be everybody's long lost mate just like the rest of them.

I reckon @zeeb0t missed you in the purge.

Edit: and that's all I've got to say about it, I trust admin will look into your legitimacy.

As far as myself on ignore you go as a fuckwit.

 

[Huntian]

Here's my thoughts.
I reckon you're one of the trolls aliases that wasn't flushed out.

I'm honestly hope you're not interested in taking this forum back to to that dark place where some folks treated every emerged user, including me, like a troll. Yeah maybe I was a bit harsh with that comment but come'on you guys were carrying on causing half of the shit happing because of your own actions, it was obvious. Don't really give a fuck if what you think of me, all I know if I want my fucking money back too so just trying to offer some constructive thoughts.

 

[Dave Evans]

It's a shame that everything that comes out of the DRC is bullshit. Remember this post a while back?
This provided some hope that Kibeya would be sidelined.

https://x.com/INSOUMISERDC/status/1923406099027243126

View attachment 88691

Here's a summary of the attached document generated by the AI assistant in acrobat reader:

Translate:
The document discusses identified conflicts of interest within the Congolese negotiation team during confidential talks between the United States and the Democratic Republic of Congo (DRC) regarding an agreement on essential minerals. Key points include:

General Context
On April 3, 2025, in Kinshasa, Massad Boulos, senior advisor for Africa at the U.S. State Department and special envoy of President Trump, met with Félix-Antoine Tshisekedi, President of the DRC. Both parties expressed a mutual desire to strengthen economic relations. Boulos announced that a preliminary agreement had been reached on a strategic framework between the two countries, prioritizing diplomatic and industrial collaboration.

Identified Conflicts of Interest
Three individuals within the Congolese negotiation team raise serious concerns:

Patrick Mpoyi Luabeya

Special envoy of President Tshisekedi, advisor, and director of Sino-Congolaise des Mines (Sicomines SA), largely owned by Chinese companies.
Holds indirect interests in Chinese mining projects and has been involved in negotiations with Dan Gertler, under U.S. sanctions.
Major risk: structural conflict of interest with Chinese strategic interests and potential disclosure of sensitive information to Beijing.
Lisette Kabanga Tshibwabwa

Chairwoman of Cominière SA, linked to a controversial transaction favoring Zijin Mining (China) over AVZ Minerals.
Allegedly facilitated illegal acquisition of exploration permits and pressured the Mines Minister to issue exploitation permits to Chinese entities.
Her financial ties to Chinese interests pose risks of obstruction and manipulation in negotiations.
Célestin Kibeya

Director General of Cominière SA, involved in the illegal sale of Cominière’s stake in Dathcom Mining to Zijin, violating AVZ Minerals’ preemption rights.
Arrested in 2022 for corruption, undermining his credibility.
Strategic Questions for the U.S.
The lithium deposits in Manono and other assets are critical for U.S. supply chains. Resolving disputes between AVZ Minerals and Cominière over exploration permits is essential for advancing the agreement and attracting investments.

Risks of Status Quo

Disclosure of sensitive information to Chinese competitors.
Strategic obstruction of agreements with Western actors.
Damage to U.S. credibility if individuals suspected of corruption remain involved.
Operational Recommendations

Official Request for Replacement

The U.S. should recommend replacing individuals suspected of conflicts of interest or corruption.
Neutral and Credible Representatives

The Congolese side should appoint independent representatives unaffiliated with foreign interests, especially Chinese.
Enhanced Oversight

Establish a joint ethical and strategic review mechanism to prevent undue influence.
Diplomatic Conditionality

U.S. support for the agreement should be contingent on good governance, including the return of exploration permits to Dathcom Mining.
Conclusion
The DRC is a strategic partner for the U.S. in securing essential mineral supply chains. Success depends on institutional reliability, clear commitments, and stakeholder integrity. It is counterproductive to have individuals influenced by competing interests, particularly China, leading critical negotiations.

Authored by Nathanaël Huri, Independent Business Journalist/USA-Africa.

Great information in that post Sam. Interestingly CAMI has supposedly updated their maps and it currently shows AVZ still has two other current exploration permits

Aside from that, I wonder if anyone else here is seeing how the corrupt DRC are extorting money out of KoBold. Effectively they are getting KoBold to pay off Cominiere’s current debt and the debt they would end up owing to us if the ICC and ICSID cases were allowed to continue to finalisation.

My view is the US Is desperate for the minierals (including Manono) in the near term, but rather than using all their power, they are allowing the DRC to use the corrupt scum in Cominiere and CAMI, and equally corrupt Ministers to take part in KoBold getting a permit.

Don’t know why Trump doesn’t say, give us the minerals and fuck the scum off or we’ll turn a blind eye to Rwanda and do a deal with them once they take over your mines.

Maybe Kibeya has photos of Lisette Kabamba giving the fat boy a golden shower. Anyway sometimes I think I might be the only one here living in a parallel universe

 

[cruiser51]

I'm honestly hope you're not interested in taking this forum back to to that dark place where some folks treated every emerged user, including me, like a troll. Yeah maybe I was a bit harsh with that comment but come'on you guys were carrying on causing half of the shit happing because of your own actions, it was obvious. Don't really give a fuck if what you think of me, all I know if I want my fucking money back too so just trying to offer some constructive thoughts.

Where were you all this time when we really needed you?

 

[Samus]

Aside from that, I wonder if anyone else here is seeing how the corrupt DRC are extorting money out of KoBold. Effectively they are getting KoBold to pay off the debt they would end up owing to us if the ICC and ICSID cases were allowed to continue to finalisation.

I'm okay with that as long as they actually do pay the related fair value. If we're talking about paying off enough to cover the ICC/ICSID damages then that $10b USD seems to be about where fair value currently lies. Not this 67c & 80c/share (AUD) bullshit that's been floating around.
The roughly $4.15AUD/share is still a bargain for the pricks. Pocket change for a billionaire consortium.

 

[KentCStrait]

Unfortunately Ken see straight you might need to go to Specsavers. As much as I would love 10billion I unfortunately have to adjust my expectations. Cunts going to fuck us unfortunately.

Hence why I said if it comes to a vote. I do worry too KoBold are going to rip us off. Honestly, I think what they're doing, securing 1,600 square kilometers of exploration licenses, is far worse than anything the Chinese Rat Fuckers have done to the DRC. KoBold has just been way more sophisticated about how they've gone about it.

 

[Dave Evans]

I'm okay with that as long as they actually do pay the related fair value. If we're talking about paying off enough to cover the ICSID damages then that $10b USD seems to be about where fair value currently lies. Not this 67c & 80c/share (AUD) bullshit that's been floating around.

I know some shareholders are worried about when we might get compensated and how much, and others are too scared to draw attention to the corrupt actors so I just keep reminding people about the corruption and the fact we are winning all the ICC and ICSID cases.

I know well enough there’s plenty of factors around deals to throw in but I was actually happy enough just waiting for AVZ to update us when any news worth listening to was ready, and here we go again with all those other clowns coming out with more of their photos and bullshit, so now I’m sitting up thinking about the bullshit again.

I actually started working on something since I was asked about a book title. It begins “How 21,000 AVZ shareholders and millions of international investors around the world bear witness to the Democratic Republic of Congo try and get away with the biggest mining fraud in history and extort billions of dollars in the process”

Anyway I’m up late, think I’ll have a couple of JD’s for a change and see if Manny Pacquiao was actually robbed of a win. Great to see Tim the wanker Tszyu get another flogging, he’s nothing like his old man. He reminds me a bit of George Kambosis, both talk shit, get flogged, and then say it is what it is, fuck who fucken says that apart from dumb illiterate clones. Fucken wankers giving Aussie boxers a bad name Now time for a JD

 

[JNRB]

My 2c worth:

We have an agreement with KoBold that references a framework for how they will acquire Manono from us.

Despite understandable speculation, its plausible that their agreement with DRC is part of the framework agreed with AVZ.

If its not, then it's directly in contrast with the AVZ agreement and a great excuse for AVZ to continue negotiating with other potential buyers (which speculation on here seems to think there are).

I for one will assume the former. We are winning our legal cases, and KoBold gains nothing from acquiring an asset that comes bundled with a whole new set of legal actions. Especially when they have already publicly acknowledged our rights to the tenement.

KoBolds options here are not:
1. Screw AVZ over for a good deal.
2. Screw harder for an even good-er deal

It's:
1. Make an amicable agreement with both AVZ and DRC to acquire the lithium asset of the century,
2. FUCK OFF AND GO HOME WITH NOTHING.

I do not believe they intend to go home with nothing.