AVZ Discussion 2022

Winenut

GO AVZ!!!!
Felix doesn't care about AVZ, Trump doesn't care about AVZ, Kobold doesn't care about AVZ, Celestin doesn't care about AVZ, Zijin doesn't care about AVZ.......none of the players care about AVZ one fucking iota

All they care about is the Lithium and making as much fucking money as they can without getting themselves arsefukd

They're all carrying on at Manono like we don't exist

No realistic path IMO other than ICC and ICSID litigation and arbitration and 10 years waiting around for some sort of enforcement

DRC is a corrupt cesspool of shit run by fucking kleptocrats

I really don't give a shit anymore.....it's the fucking truth
 
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Powerage

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Felix doesn't care about AVZ, Trump doesn't care about AVZ, Kobold doesn't care about AVZ, Celestin doesn't care about AVZ, Zijin doesn't care about AVZ.......none of the players care about AVZ one fucking iota

All they care about is the Lithium and making as much fucking money as they can without getting themselves arsefukd

They're all carrying on at Manono like we don't exist

No realistic path IMO other than ICC and ICSID litigation and arbitration and 10 years waiting around for some sort of enforcement

DRC is a corrupt cesspool of shit run by fucking kleptocrats

I really don't give a shit anymore.....it's the fucking truth
I feel you mate… Well, in that case, we should get an update from ICSID on Thursday - that’s the 45 day deadline to fill the gap in the panel.
 
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Randenj

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I feel you mate… Well, in that case, we should get an update from ICSID on Thursday - that’s the 45 day deadline to fill the gap in the panel.
I haven't had a chance to check how it falls on the calendar, but it will probably be worth remembering that timezone differences (Europe / Australia) may mean that news doesn't filter out till at least Friday
 
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Dave Evans

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Felix doesn't care about AVZ, Trump doesn't care about AVZ, Kobold doesn't care about AVZ, Celestin doesn't care about AVZ, Zijin doesn't care about AVZ.......none of the players care about AVZ one fucking iota

All they care about is the Lithium and making as much fucking money as they can without getting themselves arsefukd

They're all carrying on at Manono like we don't exist

No realistic path IMO other than ICC and ICSID litigation and arbitration and 10 years waiting around for some sort of enforcement

DRC is a corrupt cesspool of shit run by fucking kleptocrats

I really don't give a shit anymore.....it's the fucking truth

Your not getting out of ‘Spell Checking’ this forum that easily

And as far as a ‘Mantle’ 🏆 challenge, that’s one of the weakest attempts I’ve seen from you over the last four years, you should be ashamed 😉

IMG_1045.jpeg
 
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Dave Evans

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Felix doesn't care about AVZ, Trump doesn't care about AVZ, Kobold doesn't care about AVZ, Celestin doesn't care about AVZ, Zijin doesn't care about AVZ.......none of the players care about AVZ one fucking iota

All they care about is the Lithium and making as much fucking money as they can without getting themselves arsefukd

They're all carrying on at Manono like we don't exist

No realistic path IMO other than ICC and ICSID litigation and arbitration and 10 years waiting around for some sort of enforcement

DRC is a corrupt cesspool of shit run by fucking kleptocrats

I really don't give a shit anymore.....it's the fucking truth
Your not getting out of ‘Spell Checking’ this forum that easily

And as far as a ‘Mantle’ 🏆 challenge, that’s one of the weakest attempts I’ve seen from you over the last four years, you should be ashamed 😉

View attachment 96276

Hey @Winenut I thought I better check in with you given my last post.

As you know we’ve been online mates for 4 years now and both pretty well have our own unique sense of humour so of course I’m going to give you a smart arse reply.

But I realise, when I’m pretty pissed off and post about something, and someone responds with 🤣 I get even more pissed off and feel like saying “what the fuck are you laughing about?!”

Usually it’s @Remark or @Xerof that does it to me so I know those two are having a joke with me and we get on fine (I think) 🤷🏻‍♂️

Anyway mate, I just want to say, in spite of some of the negative posts, I’m actually optimistic and not bothered by factual posts. I believe we need them, not bullshit speculation.

I posted about Vidiye Tshimanga because we know how corrupt the DRC is and it’s not going to change. What I see changing is that the US will say to the DRC, don’t fuck us around if you know what’s good for you…. And I’m sure even the corrupt fat pig in charge of the DRC wouldn’t fuck with The Donald.

So the corruption will still be there, but like with other countries, the US will look the other way as long as it gets what it wants.

And I only posted on KoBold again because a German freelance journalist based in the DRC contacted me asking questions about KoBold and Manono and that is how I found out KoBold is building offices at Manono.

This journalist is from a German media company highly respected by politicians and economists and is doing research for an article on Manono and KoBold. I provided information with dozens of links (and links within links) to this person, and when the article comes out I’ll share it here and we can judge whether or not it’s accurate and authentic.

Anyway, as always I’ve got a lot more to say, but I really want to take time off here and just wanted you to know, I’ll always have a bit of fun with you, but never intentionally want you to feel worse than you already do as I consider us good friends.

Now how about putting up a real ‘Mantle’ 🏆challenge ya cunt 😂😉👊🤪
 
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BRICK

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Winenut

GO AVZ!!!!
Hey @Winenut I thought I better check in with you given my last post.

As you know we’ve been online mates for 4 years now and both pretty well have our own unique sense of humour so of course I’m going to give you a smart arse reply.

But I realise, when I’m pretty pissed off and post about something, and someone responds with 🤣 I get even more pissed off and feel like saying “what the fuck are you laughing about cunt?!”

Usually it’s @Remark or @Xerof that does it to me so I know those two are having a joke with me and we get on fine (I think) 🤷🏻‍♂️

Anyway mate, I just want to say, in spite of some of the negative posts, I’m actually optimistic and not bothered by factual posts. I believe we need them, not bullshit speculation.

I posted about Vidiye Tshimanga because we know how corrupt the DRC is and it’s not going to change. What I see changing is that the US will say to the DRC, don’t fuck us around if you know what’s good for you…. And I’m sure even the corrupt fat pig in charge of the DRC wouldn’t fuck with The Donald.

So the corruption will still be there, but like with other countries, the US will look the other way as long as it gets what it wants.

And I only posted on KoBold again because a German freelance journalist based in the DRC contacted me asking questions about KoBold and Manono and that is how I found out KoBold is building offices at Manono.

This journalist is from a German media company highly respected by politicians and economists and is doing research for an article on Manono and KoBold. I provided information with dozens of links (and links within links) to this person, and when the article comes out I’ll share it here and we can judge whether or not it’s accurate and authentic.

Anyway, as always I’ve got a lot more to say, but I really want to take time off here and just wanted you to know, I’ll always have a bit of fun with you, but never intentionally want you to feel worse than you already do as I consider us good friends.

Now how about putting up a real ‘Mantle’ 🏆challenge ya cunt 😂😉👊🤪
Cheers Dave!

Yes it was a pissweak mantle effort :ROFLMAO:

I'm good and not triggered by anyone's responses or emojis here

Just an honest frustration vent with seemingly no progress anywhere and of course no communication one way or the other from management

So the information vacuum continues

Nice job with the German journalist.....great to have you getting the truth out to even wider circles and continuing the good fight

Will watch with interest if anything unfolds and also wait for any update on the situation with legals etc

Maybe I'll get off the wagon again and bomb myself out to pass the time.....:rolleyes::p
 
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SilentOne

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1773754677589.png

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Dave Evans

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Apart from the usual corruption we see going on in the DRC, I thought this was a pretty good summary of what else is going on….



Maxime Ndayizeye, Ph.D.
@MaxNdayizeye

DRC Plays Both Sides: The Smart (and Risky) Game of Multipolar Balancing

The Democratic Republic of Congo is not a passive prize in the global critical-minerals contest — it is an active player that deliberately plays both sides (and increasingly multiple sides) to maximize leverage, extract concessions, and preserve sovereignty.

This multipolar hedging strategy is visible across recent deals, diplomatic maneuvers, and mineral negotiations, and it explains why U.S., Chinese, and European initiatives in the DRC often stall, overlap, or contradict one another.

Evidence of DRC’s Dual (or Triple) Play

1. U.S. Partnership vs. Chinese Dominance - December 2025: Signed the US-DRC Strategic Partnership Agreement offering preferential access to the Strategic Asset Reserve (SAR) — a clear “friend-shoring” olive branch to Washington. - Yet China still controls ~70–80% of DRC cobalt and copper production capacity (CMOC, Zijin, etc.), and Zijin’s northern Manono lithium project is on track for first output in June 2026. Kinshasa has not canceled or slowed Chinese contracts despite U.S. pressure.

2. Delayed Approvals as Leverage - The Virtus/Chemaf deal (U.S.-backed, $750M+ capex pledged) remains stuck at Kinshasa level (“sitting on the fence”) since February 2026. Gécamines leadership reshuffle helped, but no green light — classic DRC tactic to keep bidders competing and extract better terms.

3. Engaging the EU While Hedging - Welcomed Belgium’s digitization of AfricaMuseum geological archives (March 2026) with “scientific guarantees” for Congolese access — a soft-power win for transparency and sovereignty. - Simultaneously maintains deep commercial ties with European traders (Glencore, Trafigura) who operate comfortably in contested zones without the aggressive conditionality of U.S. deals.

4. Regional & Multipolar Hedging - Burundi’s recent U.S. mining pacts (Lifezone & KoBold, March 10) are watched closely — DRC sees them as part of the same U.S. encirclement strategy, but has not blocked them. - Quietly tolerates or benefits from parallel Chinese infrastructure-for-minerals deals and even Iran’s recent uranium/rare-earths outreach in the region.

Why DRC Plays This Game

- Maximizing Leverage: By keeping all major powers engaged, Kinshasa avoids over-dependence on any one actor and can negotiate better terms (higher investment, local processing commitments, infrastructure).

- Preserving Sovereignty: Full alignment with the U.S. risks being seen domestically as “selling out” to Washington; full pivot to China risks losing bargaining power and facing debt traps.

- Buying Time on Stability: As long as eastern conflict persists (M23 control, FDLR presence), Kinshasa can delay tough decisions (Chemaf approval, FDLR neutralization) while blaming external actors (Rwanda, rebels) for lack of progress.

- Regional Balancing: DRC uses U.S. pressure on Rwanda to gain concessions from Kigali, while using Chinese speed to keep Western bidders anxious.

Risks & Limits of This Strategy

- Prolongs Instability: Playing both sides delays real enforcement of the Washington Accords (mutual FDLR/RDF neutralization), keeping the war economy alive and minerals locked behind conflict zones (e.g., Rubaya tantalum).

- Erodes Trust: U.S. and EU patience is finite — prolonged “fence-sitting” could lead to harsher conditionality, reduced aid, or pivot to other African sources (Zambia, Tanzania).

- China Gains Most: Beijing is comfortable with controlled chaos and long timelines; DRC hedging gives China more room to consolidate while Western deals languish.

What the U.S. Should Do Washington must stop treating DRC as a passive partner awaiting rescue. To counter this hedging:

- Make mineral concessions conditional on verifiable progress on root causes (FDLR neutralization, militia reform, traceability).

- Accelerate bilateral deals in neighboring countries (Burundi, Tanzania, Zambia) to create competitive pressure on Kinshasa.

- Publicly link aid/investment to governance benchmarks rather than just anti-Rwanda outcomes.

- Accept that full alignment is unrealistic — focus instead on carving out Western-secured supply pockets (e.g., via Lobito Corridor) even if China retains overall dominance. DRC is not a victim or a pawn — it is a rational actor playing a weak hand skillfully. The U.S. will only win if it stops expecting automatic alignment and starts playing the same multipolar game, with clearer conditions and faster execution. Otherwise, Kinshasa will keep balancing — and China will keep winning.

7:42 AM · Mar 18, 2026
https://x.com/MaxNdayizeye/status/2034007408964464925
 
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wombat74

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Cheers Dave!

Yes it was a pissweak mantle effort :ROFLMAO:

I'm good and not triggered by anyone's responses or emojis here

Just an honest frustration vent with seemingly no progress anywhere and of course no communication one way or the other from management

So the information vacuum continues

Nice job with the German journalist.....great to have you getting the truth out to even wider circles and continuing the good fight

Will watch with interest if anything unfolds and also wait for any update on the situation with legals etc

Maybe I'll get off the wagon again and bomb myself out to pass the time.....:rolleyes::p
This is for you Winenut . Jaco and Scofield . Two of the greatest musicians to set foot on planet earth .
 
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Samus

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Felix doesn't care about AVZ, Trump doesn't care about AVZ, Kobold doesn't care about AVZ, Celestin doesn't care about AVZ, Zijin doesn't care about AVZ.......none of the players care about AVZ one fucking iota

All they care about is the Lithium and making as much fucking money as they can without getting themselves arsefukd

They're all carrying on at Manono like we don't exist

No realistic path IMO other than ICC and ICSID litigation and arbitration and 10 years waiting around for some sort of enforcement

DRC is a corrupt cesspool of shit run by fucking kleptocrats

I really don't give a shit anymore.....it's the fucking truth
100% with you Wino, I'll reserve judgement only until the next update from management where I expect see full 100% commitment to ICC and ICSID regardless whatever else is on the table unless it's a solid deal signed sealed and delivered. No more delays, let's hang them out to dry and get about recovering our damages. Ffs...
 
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wombat74

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Realistically what kind of $$$$ gets this over the line re AVZ/US deal ? Surely there is a sweet spot . At approx $3 Bil USD we get ATH . $2.5 Bil USD gets us $1ish a share . It's going to come down to whether the US can pressure Felix/Kibeya/China to accept it ,because as sure as sh1t ,if they have last say , there is not a hope in hell that they will . Surely the US gets the last say ? IMO
 
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Sangster

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Realistically what kind of $$$$ gets this over the line re AVZ/US deal ?
US$5B or they can all fuck off.

Bring on ICSID.
 
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