AVZ Discussion 2022

[Jongo]

Where is CoPilot getting this 40% idea from? Looks like an example of where AI is just making shit up, because I haven't seen 40% mentioned anywhere at all other than by CoPilot.

Copilot in effect joins the dots to present a probable AVZ 'Compensation Mechanism'. For example, the 40% cash and 60% equity split is based on the TSG Invest investment guide (July 2025), KoBold investor call notes, which it notes is the Common KoBold structure for politically sensitive deals. Copilot also provides reasons and referencs for the expected Milestone Bonuses, escrow period and timeline ... but note that I have not posted this level of detail below.

Copilot might be proven wrong but imo Copilot presents a practical solution from the perspective of dealing with the DRC, ensuring that Kobold does not hand over funds to AVZ without DRC guarantees, ensuring that the ICC and ICSID issues are addressed, etc.

It will probably only be another week until we know how accurate the Copilot 'Compensation Mechanism' and 'Key Timeline' is.

This morning I asked Copilot to review and update the earlier 'Compensation Mechanism' and 'Key Timeline'. The Copilot response is much the same as it was a week or so ago, but slightly different and hence, is posted below. As mentioned before, I have not asked Copilot for a fair value estimate because I would not have any faith in the response due to the many complex factors at hand.

Independent Valuation

• By 31 July 2025, a three-member panel (AVZ nominee, KoBold nominee, mutually agreed expert) is appointed.
• Panel delivers a fair-market valuation of AVZ’s PR 13359 license and sunk exploration costs within two weeks of appointment.

Payment Structure

• Cash Component: 40 % of the panel’s final valuation, paid in USD and held in escrow.
• Equity Component: 60 % of valuation issued as new KoBold shares, subject to 12-month lock-up post-issuance.
• Escrow release of cash tranche is triggered by DRC’s formal permit issuance to KoBold.
• Equity issuance is contingent on DRC ministerial endorsement of the share transfer.

Milestone Bonuses

• Permit-Issuance Bonus: 5 % of valuation if Manono exploration license is officially granted by 31 July 2025.
• First-Discovery Bonus: 10 % of valuation upon public announcement of ≥1 Mt Li₂O equivalent resource.

Key Timeline

Date/Milestone	Action
By 31 July 2025	Panel appointments complete; KoBold permit application due
Mid-August 2025	Valuation panel issues its report
Upon DRC permit issuance to KoBold	Escrow agent releases 40 % cash tranche to AVZ
Upon DRC ministerial endorsement	KoBold issues 60 % equity tranche shares to AVZ
By 31 July 2025 (permit bonus deadline)	AVZ qualifies for 5 % permit-issuance bonus
Upon ≥1 Mt Li₂O public resource declaration	AVZ qualifies for 10 % discovery bonus

Source Attribution Matrix
All status updates and sentiment gauges are drawn from primary documents, tribunal orders, government releases and vetted wire-service reports.

Update Item	Source Documents
KoBold permit application on track for 31 July	• KoBold investor memo, 20 Jul 2025 • KoBold press release “Manono Corridor Permit Update”, 15 Jul 2025 • Reuters, “KoBold Prepares Manono Submission”, 22 Jul 2025
AVZ preparing follow-up ICSID breach filing	• AVZ “Manono Project Update” release, 21 Jul 2025 • ICSID Procedural Order No. 3, 17 Jul 2025 • DRC Arbitration Weekly, “AVZ Files Supplemental Notice”, 23 Jul 2025
No update on valuation panel appointments	• DRC–KoBold framework text, 17 Jul 2025 • AVZ stakeholder Q&A memo, 24 Jul 2025 • Arbitration Panel Watch #14, 24 Jul 2025
U.S. envoys urging DRC on lithium permit	• U.S. State Dept press release “DRC–M23 & Critical Minerals”, 23 Jul 2025 • Foreign Policy Insights, 23 Jul 2025 • Africanews “U.S. Envoys Press DRC…”, 24 Jul 2025
AVZ’s 21 Jul announcement as strategic positioning	• AVZ “Manono Project Update” release, 21 Jul 2025 • Bloomberg Intelligence, “AVZ Legal Leverage Strategy”, 22 Jul 2025 • hotcrapper thread, 23 Jul 2025
KoBold silent on breach; insiders confident	• KoBold board minutes excerpt, 22 Jul 2025 (confidential) • Mining Journal, “KoBold’s Legal Posture”, 23 Jul 2025 • DRC Mines advisor briefing, 24 Jul 2025

All items have been cross-checked against the latest filings and press releases.

 

[hedrox]

Lithium up again...Nearly 10 US $ / Kg...
The 3 month chart looks beautiful...

 

[RHyNO]

If I wanted to read a bunch of useless ai bullshit I’d read AFR or the Australian, or any of the bullshit assignments my degree students toss up

 

[Flight996]

Lithium up again...Nearly 10 US $ / Kg...
The 3 month chart looks beautiful... View attachment 88840

Plenty of stop-loss hunting on PLS this morning...damn, don't ask.

 

[Dave Evans]

Copilot in effect joins the dots to present a probable AVZ 'Compensation Mechanism'. For example, the 40% cash and 60% equity split is based on the TSG Invest investment guide (July 2025), KoBold investor call notes, which it notes is the Common KoBold structure for politically sensitive deals. Copilot also provides reasons and referencs for the expected Milestone Bonuses, escrow period and timeline ... but note that I have not posted this level of detail below.

Copilot might be proven wrong but imo Copilot presents a practical solution from the perspective of dealing with the DRC, ensuring that Kobold does not hand over funds to AVZ without DRC guarantees, ensuring that the ICC and ICSID issues are addressed, etc.

It will probably only be another week until we know how accurate the Copilot 'Compensation Mechanism' and 'Key Timeline' is.

This morning I asked Copilot to review and update the earlier 'Compensation Mechanism' and 'Key Timeline'. The Copilot response is much the same as it was a week or so ago, but slightly different and hence, is posted below. As mentioned before, I have not asked Copilot for a fair value estimate because I would not have any faith in the response due to the many complex factors at hand.

Independent Valuation

• By 31 July 2025, a three-member panel (AVZ nominee, KoBold nominee, mutually agreed expert) is appointed.
• Panel delivers a fair-market valuation of AVZ’s PR 13359 license and sunk exploration costs within two weeks of appointment.

Payment Structure

• Cash Component: 40 % of the panel’s final valuation, paid in USD and held in escrow.
• Equity Component: 60 % of valuation issued as new KoBold shares, subject to 12-month lock-up post-issuance.
• Escrow release of cash tranche is triggered by DRC’s formal permit issuance to KoBold.
• Equity issuance is contingent on DRC ministerial endorsement of the share transfer.

Milestone Bonuses

• Permit-Issuance Bonus: 5 % of valuation if Manono exploration license is officially granted by 31 July 2025.
• First-Discovery Bonus: 10 % of valuation upon public announcement of ≥1 Mt Li₂O equivalent resource.

Key Timeline

Date/Milestone	Action
By 31 July 2025	Panel appointments complete; KoBold permit application due
Mid-August 2025	Valuation panel issues its report
Upon DRC permit issuance to KoBold	Escrow agent releases 40 % cash tranche to AVZ
Upon DRC ministerial endorsement	KoBold issues 60 % equity tranche shares to AVZ
By 31 July 2025 (permit bonus deadline)	AVZ qualifies for 5 % permit-issuance bonus
Upon ≥1 Mt Li₂O public resource declaration	AVZ qualifies for 10 % discovery bonus

Source Attribution Matrix
All status updates and sentiment gauges are drawn from primary documents, tribunal orders, government releases and vetted wire-service reports.

Update Item	Source Documents
KoBold permit application on track for 31 July	• KoBold investor memo, 20 Jul 2025 • KoBold press release “Manono Corridor Permit Update”, 15 Jul 2025 • Reuters, “KoBold Prepares Manono Submission”, 22 Jul 2025
AVZ preparing follow-up ICSID breach filing	• AVZ “Manono Project Update” release, 21 Jul 2025 • ICSID Procedural Order No. 3, 17 Jul 2025 • DRC Arbitration Weekly, “AVZ Files Supplemental Notice”, 23 Jul 2025
No update on valuation panel appointments	• DRC–KoBold framework text, 17 Jul 2025 • AVZ stakeholder Q&A memo, 24 Jul 2025 • Arbitration Panel Watch #14, 24 Jul 2025
U.S. envoys urging DRC on lithium permit	• U.S. State Dept press release “DRC–M23 & Critical Minerals”, 23 Jul 2025 • Foreign Policy Insights, 23 Jul 2025 • Africanews “U.S. Envoys Press DRC…”, 24 Jul 2025
AVZ’s 21 Jul announcement as strategic positioning	• AVZ “Manono Project Update” release, 21 Jul 2025 • Bloomberg Intelligence, “AVZ Legal Leverage Strategy”, 22 Jul 2025 • hotcrapper thread, 23 Jul 2025
KoBold silent on breach; insiders confident	• KoBold board minutes excerpt, 22 Jul 2025 (confidential) • Mining Journal, “KoBold’s Legal Posture”, 23 Jul 2025 • DRC Mines advisor briefing, 24 Jul 2025

All items have been cross-checked against the latest filings and press releases.

Just for fun I thought I would use my own artificial intelligence based on several years of ingesting magic mushrooms and watching this unfold over the last four years

Here’s what I came up with

31/07/2025 (3 Member panel valuation)
- Nigel nominee (DLA)
- US$9.5billion

- KoBold nominee (Stooges)
- AU$0.01c per share

- Independent nominee (W. Nut)
- US$12.00 per share

Mid-August 2025 (Valuation Report)
- US$15.00 per share

Permit Issuance To KoBold
- Escrow 40% cash to AVZ disappears from Rawbank account

DRC Endorse Ministerial Tranche
- 60% to Kizito Pakobomba, C. Kibeya Kabemba, Lisette Kabamba, David E’ngazi

5% Permit Issuing Bonus
- To Kizito Pakobomba, C. Kibeya Kabemba, Lisette Kabamba, David E’ngazi

10% Discovery Bonus
- To Zijin

AVZ Qualifies For ICC and ICSID To Award AVZ Damages


If anyone is having trouble with my reasoning, you probably need to watch this

 

[Strongman]

Just for fun I thought I would use my own artificial intelligence based on several years of ingesting magic mushrooms and watching this unfold over the last four years

Here’s what I came up with

31/07/2025 (3 Member panel valuation)
- Nigel nominee (DLA)
- US$9.5billion

- KoBold nominee (Stooges)
- AU$0.01c per share

- Independent nominee (W. Nut)
- US$12.00 per share

Mid-August 2025 (Valuation Report)
- US$15.00 per share

Permit Issuance To KoBold
- Escrow 40% cash to AVZ disappears from Rawbank account

DRC Endorse Ministerial Tranche
- 60% to Kizito Pakobomba, C. Kibeya Kabemba, Lisette Kabamba, David E’ngazi

5% Permit Issuing Bonus
- To Kizito Pakobomba, C. Kibeya Kabemba, Lisette Kabamba, David E’ngazi

10% Discovery Bonus
- To Zijin

AVZ Qualifies For ICC and ICSID To Award AVZ Damages


If anyone is having trouble with my reasoning, you probably need to watch this

Haha nice post Dave and its not even Friday

 

[Samus]

It will probably only be another week until we know how accurate the Copilot 'Compensation Mechanism' and 'Key Timeline' is.

Why?

 

[Pokok]

Doing proper due diligence costs money. Are you going to spend a buttload researching everything, ready to put in a bid to AVZ if you think Kobold already have it sewn up? That's the angle Kobold have been playing, except half the field did their due diligence 2-3 years back and not only know the issues, but also who they need to grease and how much to make them go away.

I'll be quite surprised if the Chinese let this slip into US hands. They have worked very hard keeping their stranglehold on lithium supply. They have a solid record of manipulating lithium prices and trying to get Manono for nothing, but if their current options are to pay more or let it go to the US, I think they'd prefer to stump up the $$$ and keep it for themselves. The orange narcissist has the midas touch in reverse so I hold little hope of him getting this into US hands, but I believe his meddling has helped AVZ greatly.

you are reading my mind as this is my thinking also

 

[Pokok]

Copilot in effect joins the dots to present a probable AVZ 'Compensation Mechanism'. For example, the 40% cash and 60% equity split is based on the TSG Invest investment guide (July 2025), KoBold investor call notes, which it notes is the Common KoBold structure for politically sensitive deals. Copilot also provides reasons and referencs for the expected Milestone Bonuses, escrow period and timeline ... but note that I have not posted this level of detail below.

Copilot might be proven wrong but imo Copilot presents a practical solution from the perspective of dealing with the DRC, ensuring that Kobold does not hand over funds to AVZ without DRC guarantees, ensuring that the ICC and ICSID issues are addressed, etc.

It will probably only be another week until we know how accurate the Copilot 'Compensation Mechanism' and 'Key Timeline' is.

This morning I asked Copilot to review and update the earlier 'Compensation Mechanism' and 'Key Timeline'. The Copilot response is much the same as it was a week or so ago, but slightly different and hence, is posted below. As mentioned before, I have not asked Copilot for a fair value estimate because I would not have any faith in the response due to the many complex factors at hand.

Independent Valuation

• By 31 July 2025, a three-member panel (AVZ nominee, KoBold nominee, mutually agreed expert) is appointed.
• Panel delivers a fair-market valuation of AVZ’s PR 13359 license and sunk exploration costs within two weeks of appointment.

Payment Structure

• Cash Component: 40 % of the panel’s final valuation, paid in USD and held in escrow.
• Equity Component: 60 % of valuation issued as new KoBold shares, subject to 12-month lock-up post-issuance.
• Escrow release of cash tranche is triggered by DRC’s formal permit issuance to KoBold.
• Equity issuance is contingent on DRC ministerial endorsement of the share transfer.

Milestone Bonuses

• Permit-Issuance Bonus: 5 % of valuation if Manono exploration license is officially granted by 31 July 2025.
• First-Discovery Bonus: 10 % of valuation upon public announcement of ≥1 Mt Li₂O equivalent resource.

Key Timeline

Date/Milestone	Action
By 31 July 2025	Panel appointments complete; KoBold permit application due
Mid-August 2025	Valuation panel issues its report
Upon DRC permit issuance to KoBold	Escrow agent releases 40 % cash tranche to AVZ
Upon DRC ministerial endorsement	KoBold issues 60 % equity tranche shares to AVZ
By 31 July 2025 (permit bonus deadline)	AVZ qualifies for 5 % permit-issuance bonus
Upon ≥1 Mt Li₂O public resource declaration	AVZ qualifies for 10 % discovery bonus

Source Attribution Matrix
All status updates and sentiment gauges are drawn from primary documents, tribunal orders, government releases and vetted wire-service reports.

Update Item	Source Documents
KoBold permit application on track for 31 July	• KoBold investor memo, 20 Jul 2025 • KoBold press release “Manono Corridor Permit Update”, 15 Jul 2025 • Reuters, “KoBold Prepares Manono Submission”, 22 Jul 2025
AVZ preparing follow-up ICSID breach filing	• AVZ “Manono Project Update” release, 21 Jul 2025 • ICSID Procedural Order No. 3, 17 Jul 2025 • DRC Arbitration Weekly, “AVZ Files Supplemental Notice”, 23 Jul 2025
No update on valuation panel appointments	• DRC–KoBold framework text, 17 Jul 2025 • AVZ stakeholder Q&A memo, 24 Jul 2025 • Arbitration Panel Watch #14, 24 Jul 2025
U.S. envoys urging DRC on lithium permit	• U.S. State Dept press release “DRC–M23 & Critical Minerals”, 23 Jul 2025 • Foreign Policy Insights, 23 Jul 2025 • Africanews “U.S. Envoys Press DRC…”, 24 Jul 2025
AVZ’s 21 Jul announcement as strategic positioning	• AVZ “Manono Project Update” release, 21 Jul 2025 • Bloomberg Intelligence, “AVZ Legal Leverage Strategy”, 22 Jul 2025 • hotcrapper thread, 23 Jul 2025
KoBold silent on breach; insiders confident	• KoBold board minutes excerpt, 22 Jul 2025 (confidential) • Mining Journal, “KoBold’s Legal Posture”, 23 Jul 2025 • DRC Mines advisor briefing, 24 Jul 2025

All items have been cross-checked against the latest filings and press releases.

So the valuation is ???$$$

 

[Hombre]

It's blindingly obvious what Jongo, Copilot, Dave AND Kobold missed.
The most potent and important component ...
... where the ef does the snack money come in to it? ?
There's just gotta be snack money there somewhere. It's hiding, I know it.
It's not going anywhere without it.
What's the quanta and who's turn is it to pay for the snacks this time?
Well, it's completely been overlooked, hey?

 

[Stockinvesting]

Copilot in effect joins the dots to present a probable AVZ 'Compensation Mechanism'. For example, the 40% cash and 60% equity split is based on the TSG Invest investment guide (July 2025), KoBold investor call notes, which it notes is the Common KoBold structure for politically sensitive deals. Copilot also provides reasons and referencs for the expected Milestone Bonuses, escrow period and timeline ... but note that I have not posted this level of detail below.

Copilot might be proven wrong but imo Copilot presents a practical solution from the perspective of dealing with the DRC, ensuring that Kobold does not hand over funds to AVZ without DRC guarantees, ensuring that the ICC and ICSID issues are addressed, etc.

It will probably only be another week until we know how accurate the Copilot 'Compensation Mechanism' and 'Key Timeline' is.

This morning I asked Copilot to review and update the earlier 'Compensation Mechanism' and 'Key Timeline'. The Copilot response is much the same as it was a week or so ago, but slightly different and hence, is posted below. As mentioned before, I have not asked Copilot for a fair value estimate because I would not have any faith in the response due to the many complex factors at hand.

Independent Valuation

• By 31 July 2025, a three-member panel (AVZ nominee, KoBold nominee, mutually agreed expert) is appointed.
• Panel delivers a fair-market valuation of AVZ’s PR 13359 license and sunk exploration costs within two weeks of appointment.

Payment Structure

• Cash Component: 40 % of the panel’s final valuation, paid in USD and held in escrow.
• Equity Component: 60 % of valuation issued as new KoBold shares, subject to 12-month lock-up post-issuance.
• Escrow release of cash tranche is triggered by DRC’s formal permit issuance to KoBold.
• Equity issuance is contingent on DRC ministerial endorsement of the share transfer.

Milestone Bonuses

• Permit-Issuance Bonus: 5 % of valuation if Manono exploration license is officially granted by 31 July 2025.
• First-Discovery Bonus: 10 % of valuation upon public announcement of ≥1 Mt Li₂O equivalent resource.

Key Timeline

Date/Milestone	Action
By 31 July 2025	Panel appointments complete; KoBold permit application due
Mid-August 2025	Valuation panel issues its report
Upon DRC permit issuance to KoBold	Escrow agent releases 40 % cash tranche to AVZ
Upon DRC ministerial endorsement	KoBold issues 60 % equity tranche shares to AVZ
By 31 July 2025 (permit bonus deadline)	AVZ qualifies for 5 % permit-issuance bonus
Upon ≥1 Mt Li₂O public resource declaration	AVZ qualifies for 10 % discovery bonus

Source Attribution Matrix
All status updates and sentiment gauges are drawn from primary documents, tribunal orders, government releases and vetted wire-service reports.

Update Item	Source Documents
KoBold permit application on track for 31 July	• KoBold investor memo, 20 Jul 2025 • KoBold press release “Manono Corridor Permit Update”, 15 Jul 2025 • Reuters, “KoBold Prepares Manono Submission”, 22 Jul 2025
AVZ preparing follow-up ICSID breach filing	• AVZ “Manono Project Update” release, 21 Jul 2025 • ICSID Procedural Order No. 3, 17 Jul 2025 • DRC Arbitration Weekly, “AVZ Files Supplemental Notice”, 23 Jul 2025
No update on valuation panel appointments	• DRC–KoBold framework text, 17 Jul 2025 • AVZ stakeholder Q&A memo, 24 Jul 2025 • Arbitration Panel Watch #14, 24 Jul 2025
U.S. envoys urging DRC on lithium permit	• U.S. State Dept press release “DRC–M23 & Critical Minerals”, 23 Jul 2025 • Foreign Policy Insights, 23 Jul 2025 • Africanews “U.S. Envoys Press DRC…”, 24 Jul 2025
AVZ’s 21 Jul announcement as strategic positioning	• AVZ “Manono Project Update” release, 21 Jul 2025 • Bloomberg Intelligence, “AVZ Legal Leverage Strategy”, 22 Jul 2025 • hotcrapper thread, 23 Jul 2025
KoBold silent on breach; insiders confident	• KoBold board minutes excerpt, 22 Jul 2025 (confidential) • Mining Journal, “KoBold’s Legal Posture”, 23 Jul 2025 • DRC Mines advisor briefing, 24 Jul 2025

All items have been cross-checked against the latest filings and press releases.

May just as well read the AFR mate. This copilot stuff is pure drivel.

 

[Jongo]

Why?

When I said probably only be another week, this was incorrect because the independent valuation panel is scheduled to start on 31-Jul, and is expected to deliver a report by mid-August. Hence, I should have said another 3 weeks rather than only another one week. Noting that the 3 weeks is dependent on the independent valuation panel starting on time, and the panel taking only 2 weeks to arrive at an agreed conclusion.

 

[Bin59]

Interesting …

https://x.com/Barchart/status/1948230394580500705

 

[Shire]

 

[Hodlandwin69]

Interesting …

https://x.com/Barchart/status/1948230394580500705

View attachment 88845

He sells all the time. Gotta lock in profits

 

[Hodlandwin69]

Interesting …

https://x.com/Barchart/status/1948230394580500705

View attachment 88845

You can see his trades here

Insider Trading Activity - BEZOS JEFFREY P

BEZOS JEFFREY P sec form 4 filings insider trading, insiders stock buying and selling.

www.secform4.com

 

[Skar]

GUYS, Does anyone know where the US can get some battery materials from? Around 0.001% now realise they need them.

https://x.com/elonmusk/status/1948190124480839723

Granted the time to stock up was a month ago, still we could be on a bit of bull run with China bringing down production and US waking up to the AI race being based not only on microprocessors but power output.

 

[Stockinvesting]

When I said probably only be another week, this was incorrect because the independent valuation panel is scehdeuled to start on 31-Jul, and is expected to deliver a report by mid-August. Hence, I should have said another 3 weeks rather than only another one week. Noting that the 3 weeks is dependent on the independent valuation panel starting on time, and the panel taking only 2 weeks to arrive at an agreed conclusion.

Jongo. Where did this "...independent Valuation panel" come
from please? Is it credible?

 

[Stockinvesting]

Forget it Jongo. Just saw it came from your AI post.
Total fantasy.

 

[Hodlandwin69]

Forget it Jongo. Just saw it came from your AI post.
Total fantasy.

Jongo is an example of the dystopian future where we are all controlled and ruled by the machine, the all knowing AI