AVZ Discussion 2022

[hedrox]

Where they get all the Lithium from.....haha

 

[tonster66]

View attachment 90332
Where they get all the Lithium from.....haha

insider trading from those in the know?

 

[Bonsoir]

MAYBE THAT WORKS BOTH WAYS...imo
Depends who you are claiming as the LOVE CHILD...LMAO...imo

You’re a maggot, your parents must be ashamed, my guess is they are dumb fucks also for raising a maggot like you.

 

[FatCatz]

anyone got access to the West Aus?

KoBold Metals tells Congo to sort AVZ Minerals stoush after winning rights to hunt for lithium​

KoBold Metals tells Congo to sort stoush with AVZ Minerals

KoBold Metals has been granted seven permits to search for lithium and other minerals in the Democratic Republic of Congo.

thewest.com.au

 

[Chancen1904]

anyone got access to the West Aus?

KoBold Metals tells Congo to sort AVZ Minerals stoush after winning rights to hunt for lithium​

KoBold Metals tells Congo to sort stoush with AVZ Minerals

KoBold Metals has been granted seven permits to search for lithium and other minerals in the Democratic Republic of Congo.

thewest.com.au

KoBold Metals tells Congo to sort AVZ Minerals stoush after winning rights to hunt for lithium
KoBold Metals has been granted seven permits to search for lithium and other minerals in the Democratic Republic of Congo.
The US company, backed by billionaires including Jeff Bezos and Bill Gates, applied for the licences last month shortly after signing an exploration pact, which Congo’s presidency said aims to “open the way to American investments” in the mining sector.
The central African nation is the world’s biggest producer of cobalt, the second-largest source of copper and has vast deposits of lithium and tantalum.
The exploration permits awarded to a KoBold unit this week are in the same area of southeastern Congo as the Manono lithium site which the Berkeley, California-based firm wants to develop into a major mine.
The rights allow it to prospect for minerals including lithium, manganese, tin and tantalum.
KoBold has informed Congo’s government that it would need to resolve a dispute with Australia’s AVZ Minerals before the US firm could advance its plans for Manono, which hosts one of the world’s biggest hard-rock lithium deposits.
AVZ alleges that Congo illegally terminated its rights to develop the project and has initiated arbitration proceedings against the state.
The push by KoBold - whose shareholders also include BHP, Andreesen Horowitz and Equinor ASA - comes as the US and Congolese governments work toward a strategic partnership to spur more mining investment by American companies.
Washington is trying to loosen China’s grip on supply chains for key minerals, including lithium that’s used electric-vehicle batteries.
Bloomberg.

 

[Stockinvesting]

First line says it all:

"KoBold Metals tells Congo to sort AVZ Minerals stoush after winning rights to hunt for lithium"

I read... " Issue AVZ the MINING LICENCE!!!"

 

[Doc]

 

[Bonsoir]

GEE this CONSTANT SPECULATION by this certain SHAME MOB is outrages...imo

We all KNOW NOTHING has happened, as AVZ has not UPDATED their S H...!...
That is FACTS ...NOT BLAH BLAH as other seem to like doing...imo....

Bit of shame and scandal going on in your family hey tolate, you know that’s terrible.

 

[JNRB]

First line says it all:

"KoBold Metals tells Congo to sort AVZ Minerals stoush after winning rights to hunt for lithium"

I read... " Issue AVZ the MINING LICENCE!!!"

Reading more into it though:

Koko knows they have to massively up their offer, and they want to, but the only way they can justify that is if the shitfukery is resolved and AVZ has a license.

I use to think they'd try and find a way to do these things simultaneously, but it seems like DRC needs to take the first step.

Lets see how that goes.

 

[Schnitzelfresser]

But license triggers CATH event?!

 

[obe wan]

But license triggers CATH event?!

The CATL event isn’t just based on award of a mining license to Dathcom by the DRC government, there’s also the required signing of a (CDA) collaboration development agreement & other associated terms which they didn’t expand on ; but the CDA contains subjects such as

*Project Development Framework - conditions around timelines, milestones & infrastructure requirements. ( there was chatter around this one before where unrealistic timeframes could be included putting pressure on us & considered incomplete by some giving rise to disputes)

*Government Support - terms associated with DRC government in providing necessary permits, licenses, and infrastructure support.provisions for regulatory approvals, tax incentives, or exemptions under the DRC Mining Code , ensuring a stable legal environment for investment .

*Economic and Social Benefits - DRC royalties & $$ uplift to local communities as well as stuff like social obligations e.g. community development programs, environmental protections.

*Ownership and Equity Adjustments - this one reflects the ownership structure of Dathcom, with AVZ holding 75% and Cominière 25%. formalizing of Cominière’s agreement to cede 10% of its stake to the DRC government upon license issuance, reducing its share to 15%.

The last one is a bit of a hand break I’d say as it does open up Cominieres decision of flogging the north to Z based on percentages that weren’t theirs to deal with.

What’s the chances that DRC government signitures are going to land in all the agreed term boxes as agreed between AVZ and CATL… highly unlikely I’d say

 

[Cobberoonski]

Reading more into it though:

Koko knows they have to massively up their offer, and they want to, but the only way they can justify that is if the shitfukery is resolved and AVZ has a license.

I use to think they'd try and find a way to do these things simultaneously, but it seems like DRC needs to take the first step.

Lets see how that goes.

China will not/cannot offer the protection from M23 & Rwanda that the DRC so urgently need - the protection Felix was so desperate for when he first went cap in hand to the Don.

The DRC’s new reality is one way or another, Roche Dure will end up in US or US-aligned hands. The US are 3 parts through concluding the ‘security’ aspect of the minerals for security deal - all hell will rain down on Felix if he plays silly buggers & welches on the ‘minerals’ aspect of the deal (Roche Dure being the obvious first cab off the rank & pivotal to control of world lithium supply).

@JNRB, I agree with your thinking that the Roche Dure transfer should now be a simple fix. The DRC’s Sergeant Schultz approach to Zijin’s ‘Hand of God’ acquisition & nek minute exploitation of the CDL tenement tells me that red tape in the DRC is not an issue if the situation demands it.

With so many billions sitting on the sidelines while we await the inevitable outcome, the dragging out of the solution is agonising - Kobold want Roche Dure, Felix wants them to have it, AVZ want Kobold to have it, but the asset transfer is being held up for the sake of (in the scheme of things) a measly few billion dollars. Whoever needs to chip in - Zijin/Kobold/Rio/US govt/DRC (in-kind favours to US) - just get the fair cash settlement to AVZ together & get it done already! AVZ walks, DRC & someone else get rich together, embarrassment at ICC/ICSID goes away. Sure, DRC’s reputation is historically shot as far as investors ploughing big money into the place goes, but there’s a big big win to be had by someone here that has turned rolled gold now the Don is on the scene. Kobold demanding Felix now resolve the AVZ problem, when the problem can seemingly be sorted yesterday with a US$3-10billion AVZ payout, has the whiff of Kobold running out of ways to scrape together the proper coin needed.

As an aside, Xi’s world plan to take the big dog mantle from the US hinges on the geopolitical influence they can swing from belt & road/resource dominance - China has been eerily silent while the Don walks all over them in the DRC.

 

[Cobberoonski]

So we ALL support MAGA ...omg
Who will ENFORCE these ICSID matters"""""" the US""""...!....They are doing deals with the DRC...imo

Go back to bed dickhead, get out the other side of the bed & don’t come back here until you’ve got words on a page that can be understood by the English-speaking community.

 

[Doc]

 

[Cobberoonski]

IM hearing they are cleaning up the X forum, getting rid off all the TROLLS is this TRUE...IMO
Other FORUM need to follow suit..IMO
So many D H kicking around moving from one FORUM to the OTHER..imo...
AVZ has still not secured a DEAL by the looks, NO AVZ ANN yet...imo

US have their foot in the door with the DRC...imo...!

Do you have as much trouble reading and understanding English as you do when trying to write it?

I said DON’t come back here until you can put an understandable English sentence together.

Ever noticed how other people can manage to put together a sentence with words that make sense when you put them all together, without random capitals, without adding IMO to statements that are not opinions, without adding LMAO to statements that are not even mildly amusing? Piss off & and lay your clothes out for tomorrow’s school bus run.

…& by the way, the US have more than just a foot in the DRC door. You’re looting Chinese brethren have dropped the ball horrible in the DRC.

 

[Cobberoonski]

Hey, cobber, please don’t quote IT in responses to his crap posts, it leaves a shitstain on the page

TIA

Noted, sorry everyone.

 

[Strongman]

The CATL event isn’t just based on award of a mining license to Dathcom by the DRC government, there’s also the required signing of a (CDA) collaboration development agreement & other associated terms which they didn’t expand on ; but the CDA contains subjects such as

*Project Development Framework - conditions around timelines, milestones & infrastructure requirements. ( there was chatter around this one before where unrealistic timeframes could be included putting pressure on us & considered incomplete by some giving rise to disputes)

*Government Support - terms associated with DRC government in providing necessary permits, licenses, and infrastructure support.provisions for regulatory approvals, tax incentives, or exemptions under the DRC Mining Code , ensuring a stable legal environment for investment .

*Economic and Social Benefits - DRC royalties & $$ uplift to local communities as well as stuff like social obligations e.g. community development programs, environmental protections.

*Ownership and Equity Adjustments - this one reflects the ownership structure of Dathcom, with AVZ holding 75% and Cominière 25%. formalizing of Cominière’s agreement to cede 10% of its stake to the DRC government upon license issuance, reducing its share to 15%.

The last one is a bit of a hand break I’d say as it does open up Cominieres decision of flogging the north to Z based on percentages that weren’t theirs to deal with.

What’s the chances that DRC government signitures are going to land in all the agreed term boxes as agreed between AVZ and CATL… highly unlikely I’d say

Hi Obe great post . As usual the devil is in the detail. I like most others assume that the issuing of the mining licence automatically triggers the CATL deal but as you pointed out that is not necessarily the case
My thoughts are however that given the number of things wrong with how we got to the current situation ie Com / Zijin with mining licence for 152275 and Com as permit holders of the remainder ( south ) of 13359 it would be almost impossible for DRC Govt to fix this mess and issue the mining licence to Dathcom without implicating multiple ministers, senior govt admin and the judiciary etc with serious fraud and bribery. Also they would have Zijin hot on their tail ...a case of out of the frying pan and into the fire
Much cleaner for them to just issue the mining licence to Kobold for 13359 ( currently in Comminieres name ) via an executive order from Felix. I assume the agreement between Kobold and DRC covers all this including the fact Kobold will compensate us for cancelling all ICC and ICSID cases against DRC.
This brings us back to the current situation with AVZ negotiating with Kobold for "Fair" compensation.
For me it is hard to see how this can progress any other way

 

[Strongman]

China will not/cannot offer the protection from M23 & Rwanda that the DRC so urgently need - the protection Felix was so desperate for when he first went cap in hand to the Don.

The DRC’s new reality is one way or another, Roche Dure will end up in US or US-aligned hands. The US are 3 parts through concluding the ‘security’ aspect of the minerals for security deal - all hell will rain down on Felix if he plays silly buggers & welches on the ‘minerals’ aspect of the deal (Roche Dure being the obvious first cab off the rank & pivotal to control of world lithium supply).

@JNRB, I agree with your thinking that the Roche Dure transfer should now be a simple fix. The DRC’s Sergeant Schultz approach to Zijin’s ‘Hand of God’ acquisition & nek minute exploitation of the CDL tenement tells me that red tape in the DRC is not an issue if the situation demands it.

With so many billions sitting on the sidelines while we await the inevitable outcome, the dragging out of the solution is agonising - Kobold want Roche Dure, Felix wants them to have it, AVZ want Kobold to have it, but the asset transfer is being held up for the sake of (in the scheme of things) a measly few billion dollars. Whoever needs to chip in - Zijin/Kobold/Rio/US govt/DRC (in-kind favours to US) - just get the fair cash settlement to AVZ together & get it done already! AVZ walks, DRC & someone else get rich together, embarrassment at ICC/ICSID goes away. Sure, DRC’s reputation is historically shot as far as investors ploughing big money into the place goes, but there’s a big big win to be had by someone here that has turned rolled gold now the Don is on the scene. Kobold demanding Felix now resolve the AVZ problem, when the problem can seemingly be sorted yesterday with a US$3-10billion AVZ payout, has the whiff of Kobold running out of ways to scrape together the proper coin needed.

As an aside, Xi’s world plan to take the big dog mantle from the US hinges on the geopolitical influence they can swing from belt & road/resource dominance - China has been eerily silent while the Don walks all over them in the DRC.

Good post this morning Cobber
My advice re the shit stain is just put it on ignore
I did that both here and on the crapper a few months ago and now it no longer exists

 

[Cobberoonski]

Good post this morning Cobber
My advice re the shit stain is just put it on ignore
I did that both here and on the crapper a few months ago and now it no longer exists

Get where you’re coming from Strongman, but I’ve never put anyone on ignore - I’ve got a pretty solid tolerance for dickheads & am generally happy enough to scroll through. Trolls peddling half-truths/lies & putting up woeful analyses is another thing.

When this place gets back to somewhere near normal TSE transmission resuming, I’ll happily let his pigeon English bullshit through to the keeper. Till then, & until the news vacuum ends…

 

[Roon]

I thought all these conditions precedent were waived except the transfer of an exploitation licence to Dathcom, as what triggers the CATH sale?