AVZ Discussion 2022

[Flight996]

Kobold doing due diligence? I am leaning towards a TO by Kobold. Lets not forget that Jack Ma is part of Kobold and we know that he plays to the tune of Xi. This could be the win win that Felix is looking for to save face with the chinese.
Just my thoughts

Major backers of KoBold Metals also include: Bill Gates, Jeff Bezos, Xavier Niel, Richard Branson and Ray Dalio.

Now that's what I call a roll-call of rich, powerful and savvy investors.

The company's innovative approach to mineral exploration employs AI to find lithium deposits AI, and its high-profile backers have positioned it as a significant player in the quest for new age metals.

However, I have no idea of their true interest in Manono. They hardly need AI to tell them to 'dig here'. Having said that, I am rather surprised that any of them would want their names and reputations associated with shit-eating corrupt toads like Kebeya.

Regardless of their strategy and ultimate goal, I am absolutely sure they are well-informed of the DRC's reputation for corruption, the games being played, and the status of AVZ's stake in Manono.

Cheers
F

 

[tonster66]

These guys can easily raise the funds, $billions if needed and we know the financials make a lot of sense and money.

https://finance.yahoo.com/news/bill-gates-jeff-bezos-jack-150613684.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAAKkPR9WScvskCvoJBVZJatiSkKRtH4FvPyTgnr4mHnPW6JB55gqD0hdZjPAELiFboo2EESrQhyA7jOyRlEZzZdPaqTT2oJj5fO9PXGDm014XMCTF6Tk9TaWH3Q8LZ1YHJIvbG8xOiHOtPkd2HTLhiiONdLhp3GubncGIizbdU0fR

 

[hedrox]

Thank TC, that’s kind of you to say that, but to be honest I think the posts of the year go to @Carlos Danger for all the information and documents he’s provided.

I haven’t always agreed with him but have realised his contributions and the legal information he has posted has been invaluable to our forum, especially at times like this leading up to the AGM.

We know the corrupt actors are lurking here and on the other forums waiting for another opportunity to undermine our BOD and essentially us and one of the good things about our shareholders is they will never stop fighting until we get our rights restored and a fair price for our shares, not a fucken one cent offer with a comment saying “we are of the opinion that no significant value can be placed on AVZ shares”

We’ve fought too long to cop that bullshit, especially when we know what the shares would be worth if it wasn’t for the corrupt actors

We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.

Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share

You could also take into account that

Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share

Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share

It’s probably worth considering that’s near term futures pricing, the life of mine pricing should be well above that

Where’s @elphamale and @Scarpa they are better at valuations than me (Possibly lurking ). Anyhow, thanks again @TheCount

The value of the in ground mineral resource is always much lower then a buyer would buy the deposit. In most cases it is under 10% in some, depends on circumstances of the mineral resource, up to 20%. For sure the upsides are enormous for Manono to probably even double the resource even more if CDL gets the green light. The low production costs and quality of our Lithium and let's not forget the Tin will be an extra bonus. Otherwise being in the DRC isn't the icing on the cake. But realistically I can't see us getting all time high prices or more. I guess many SH would take the 78 cents what AVZ share price was when they got suspended.

 

[hedrox]

The value of the in ground mineral resource is always much lower then a buyer would buy the deposit. In most cases it is under 10% in some, depends on circumstances of the mineral resource, up to 20%. For sure the upsides are enormous for Manono to probably even double the resource even more if CDL gets the green light. The low production costs and quality of our Lithium and let's not forget the Tin will be an extra bonus. Otherwise being in the DRC isn't the icing on the cake. But realistically I can't see us getting all time high prices or more. I guess many SH would take the 78 cents what AVZ share price was when they got suspended.

How great it would be if the Yanks and the Chinese starting a betting war....being such a strategic Resource...12 $$$

 

[robface]

Does a bidding war make sense when every party needs to save face?. Not out of the realms of fantasy if Kobold become the Ivanhoe western figure in the JV.

US already happy backing the Lobito corridor shipping zijins copper out via their JV wich I believe is 41zijin/40 ivanhoe/18 drc and 1% holding company.

Just replace cominiere with gecamines, kobold and zijin TO AVZ.

 

[Dave Evans]

The value of the in ground mineral resource is always much lower then a buyer would buy the deposit. In most cases it is under 10% in some, depends on circumstances of the mineral resource, up to 20%. For sure the upsides are enormous for Manono to probably even double the resource even more if CDL gets the green light. The low production costs and quality of our Lithium and let's not forget the Tin will be an extra bonus. Otherwise being in the DRC isn't the icing on the cake. But realistically I can't see us getting all time high prices or more. I guess many SH would take the 78 cents what AVZ share price was when they got suspended.

Remember when Jin Cheng and Cominiere tried to initiate arbitration against AVZ and failed. At the time they wanted to be compensated for the 15% (they weren’t entitled to) to the tune of US$850 million to Jin Cheng and US$566 million to Cominiere.

Their request for arbitration had two outcomes, the first was delaying our ICC arbitration cases and the second was

The valuation Zijin and Cominiere put a on Dathcom was over US$8.5 billion and that was before the resource upgrade, so which ever way you look at it $2.00 a share looks like the minimum value even those corrupt arseholes put on our shares

 

[Flight996]

How great it would be if the Yanks and the Chinese starting a betting war....being such a strategic Resource...12 $$$

That's not as ambitious as it seems at first glance.

The yanks are clear that they want new age metals, including copper, cobalt and lithium transported by rail to port along the US-bankrolled Lobito corridor. However, I cannot see them giving the Chinese a free pass to ship stolen spodumene to port and ultimately to China via the US-funded rail line.

One option is that it will somehow be a western joint-venture mining spodumene ore, but I honestly don't know how it will happen with Zijin entrenched in AVZ's tenement at Manono, and the DRC government remaining corrupt-to-the-core.

Cheers
F

 

[Schnitzelfresser]

How great it would be if the Yanks and the Chinese starting a betting war....being such a strategic Resource...12 $$$

Do you think the Chinese pay 70$ Mio. for the north and the Americans have to pay >5 Billions $ for the RD? Yes, it is worth more than that, but that is not the way these governments negotiate. They both rip us off or they both pay hugely.

 

[Dave Evans]

Do you think the Chinese pay 70$ Mio. for the north and the Americans have to pay >5 Billions $ for the RD? Yes, it is worth more than that, but that is not the way these governments negotiate. They both rip us off or they both pay hugely.

Your one of those that lurk here posting your little comments with negative undertones from time to time pretending to be a genuine shareholder, but I know who you are

 

[JasonM]

all this kobold stuff is pure speculation, hopefully its positive for us but nothing will surprise me these days. US do seem keen to have a greater say in africa and the drc, who knows how US soft diplomacy works, however it does seem complicated. I can only think the US want drc on their side and china is their enemy/strategic rival. Corruption goes to the top in the DRC, so while current goverment is in place I tend to think the existing drc players will be ok, a deal will be done and they will be forgiven for the sake of moving forward. As long as avz shareholders get what they're owed, they can do whatever as far as I'm concerned.

I do wonder if and its a big if, something is in play, what impact does the us election result have on the current discussions?

 

[Schnitzelfresser]

Your one of those that lurk here posting your little comments with negative undertones from time to time pretending to be a genuine shareholder, but I know who you are

Gratulations for checking the enormous history of posts.

I am just trying to ask critical questions or stating some facts beside all the rosy picture some draw. We all are in this garbage for a long time (who knows for how many more years). Pretending you know who I am or what my intentions are makes you look pretty stupid from my point of view. But I've read that from you before about other critical voices, who I know are simply concerned. I appreciate the effort and work you put into this and thank you for it, but sometimes you need to take a step back to broaden your perspective. Stop being paranoid in every way.

 

[pow4ade]

Your one of those that lurk here posting your little comments with negative undertones from time to time pretending to be a genuine shareholder, but I know who you are

Hi Bags who dat in the front seat clutching a bag?

 

[pow4ade]

Trump 2.0 and Africa:

The resource-rich Democratic Republic of Congo is Ground Zero for the US-China rivalry. Ironically, this means US interest in the eastern Congo’s strategic resources is unlikely to wane despite Republicans’ general disinterest in Green Energy, as the minerals needed for electric vehicle batteries are just as crucial for the US defence industry, computing breakthroughs such as Artificial Intelligence, and so much more.

“There are many industries which depend on the rare earths and the minerals that are important in Africa that the Trump administration would focus on,” says Nagy.

Trump’s former special envoy for the Great Lakes, Peter Pham, is an informal adviser to the Congolese and would be another voice urging Trump to remain engaged in the region.

https://www.theafricareport.com/339766/five-africa-policy-changes-if-trump-wins-us-presidency/

 

[SilentOne]

Gratulations for checking the enormous history of posts.

I am just trying to ask critical questions or stating some facts beside all the rosy picture some draw. We all are in this garbage for a long time (who knows for how many more years). Pretending you know who I am or what my intentions are makes you look pretty stupid from my point of view. But I've read that from you before about other critical voices, who I know are simply concerned. I appreciate the effort and work you put into this and thank you for it, but sometimes you need to take a step back to broaden your perspective. Stop being paranoid in every way.

Dave I am with you - If it looks like a troll, drives a car with a troll in it, sounds like a troll and tastes like a troll.

What is it?

Silent One

 

[CrownSaga]

Probably already posted but I thought this was a good summary of what got us into this mess - https://equitiesclub.com/avz-minerals-a-deep-dive-into-the-saga/

 

[Carlos Danger]

Major backers of KoBold Metals also include: Bill Gates, Jeff Bezos, Xavier Niel, Richard Branson and Ray Dalio.

Now that's what I call a roll-call of rich, powerful and savvy investors.

The company's innovative approach to mineral exploration employs AI to find lithium deposits AI, and its high-profile backers have positioned it as a significant player in the quest for new age metals.

However, I have no idea of their true interest in Manono. They hardly need AI to tell them to 'dig here'. Having said that, I am rather surprised that any of them would want their names and reputations associated with shit-eating corrupt toads like Kebeya.

Regardless of their strategy and ultimate goal, I am absolutely sure they are well-informed of the DRC's reputation for corruption, the games being played, and the status of AVZ's stake in Manono.

Cheers
F

These guys can easily raise the funds, $billions if needed and we know the financials make a lot of sense and money.

https://finance.yahoo.com/news/bill-gates-jeff-bezos-jack-150613684.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAAKkPR9WScvskCvoJBVZJatiSkKRtH4FvPyTgnr4mHnPW6JB55gqD0hdZjPAELiFboo2EESrQhyA7jOyRlEZzZdPaqTT2oJj5fO9PXGDm014XMCTF6Tk9TaWH3Q8LZ1YHJIvbG8xOiHOtPkd2HTLhiiONdLhp3GubncGIizbdU0fR

Does a bidding war make sense when every party needs to save face?. Not out of the realms of fantasy if Kobold become the Ivanhoe western figure in the JV.

US already happy backing the Lobito corridor shipping zijins copper out via their JV wich I believe is 41zijin/40 ivanhoe/18 drc and 1% holding company.

Just replace cominiere with gecamines, kobold and zijin TO AVZ.

Do you think the Chinese pay 70$ Mio. for the north and the Americans have to pay >5 Billions $ for the RD? Yes, it is worth more than that, but that is not the way these governments negotiate. They both rip us off or they both pay hugely.

all this kobold stuff is pure speculation, hopefully its positive for us but nothing will surprise me these days. US do seem keen to have a greater say in africa and the drc, who knows how US soft diplomacy works, however it does seem complicated. I can only think the US want drc on their side and china is their enemy/strategic rival. Corruption goes to the top in the DRC, so while current goverment is in place I tend to think the existing drc players will be ok, a deal will be done and they will be forgiven for the sake of moving forward. As long as avz shareholders get what they're owed, they can do whatever as far as I'm concerned.

I do wonder if and its a big if, something is in play, what impact does the us election result have on the current discussions?

It is extremely unlikely that KoBold will raise again in the short term having just done so 30 days ago. And while one of their investors is Breakthrough Energy Ventures that was founded by The Gates Foundation and has those big names attached in some capacity the fund is ran independently and they are just one of dozens of investors in KoBold so I can’t see Bill dumping Microsoft shares to fund a lithium mine in the DRC any time soon. KoBold is currently just an exploration company that have over 60 partnerships with mining companies in 14 countries around the world but not a single one of those projects is in production. Their CEO says he knows only one of those will become operational so far and that is in a JV with a local partner in Zambia that they plan to invest around 2.5 billion in over the next half a decade.

Their sojourn to our core library could just be as simple as wanting to add data to their AI algorithm calculations or perhaps using their advanced geological modelling method to map out the north. This seems to be the main focus of their operations at the moment as well as then in the future helping to assist local companies to bring the supply found online. Looking at it objectively it is actually an incredibly smart idea to approach exploration this way although it will put a lot of seasoned geologists out of a job in the coming years so any older boys in the profession should really make sure they secure one last great pay day asap as the machines are rapidly coming for their jobs and will do the work without a salary let alone needing a bonus for being in the country where the asset is located imo

Here is a video I found with the KoBold CEO from a month ago where he explains their plans:

 

[robface]

Kobold mention the Lobito corridor in every 2nd interview. They clearly want US to invest in transport.

US Government seeking assurance for investors in shovel ready projects, site visit to Manono and US Delegation meeting with Cominiere.

Adds for some good speculation.

 

[wombat74]

It is extremely unlikely that KoBold will raise again in the short term having just done so 30 days ago. And while one of their investors is Breakthrough Energy Ventures that was founded by The Gates Foundation and has those big names attached in some capacity the fund is ran independently and they are just one of dozens of investors in KoBold so I can’t see Bill dumping Microsoft shares to fund a lithium mine in the DRC any time soon. KoBold is currently just an exploration company that have over 60 partnerships with mining companies in 14 countries around the world but not a single one of those projects is in production. Their CEO says he knows only one of those will become operational so far and that is in a JV with a local partner in Zambia that they plan to invest around 2.5 billion in over the next half a decade.

Their sojourn to our core library could just be as simple as wanting to add data to their AI algorithm calculations or perhaps using their advanced geological modelling method to map out the north. This seems to be the main focus of their operations at the moment as well as then in the future helping to assist local companies to bring the supply found online. Looking at it objectively it is actually an incredibly smart idea to approach exploration this way although it will put a lot of seasoned geologists out of a job in the coming years so any older boys in the profession should really make sure they secure one last great pay day asap as the machines are rapidly coming for their jobs and will do the work without a salary let alone needing a bonus for being in the country where the asset is located imo

Here is a video I found with the KoBold CEO from a month ago where he explains their plans:

" KoBold Metals is close to investing in the DRC, and has already bid on an asset."

Add to this both geo_au's and deboss' excitement , a curiously late Annual Report and Cami officials showing up in OZ . You know what it
smells like ?

 

[Carlos Danger]

" KoBold Metals is close to investing in the DRC, and has already bid on an asset."

Add to this both geo_au's and deboss' excitement , a curiously late Annual Report and Cami officials showing up in OZ . You know what it
smells like ?
View attachment 72305

That quote is from over a year ago and the CEO did not specify what material it was for but he did confirm later that the bid was unsuccessful

They only have a valuation of 2b usd and literally just raised

Only way it has something to do with us is if they are partnering with another firm eg Zijin to buy us out or Nigel has sold below ath's which would have Omni Bridgeway licking their lips

The annual report will be released by Friday one way or another imo

Oh and last time I checked Saigon is still called Ho Chi Minh so the gringos lost lmao

 

[Azzler]

" KoBold Metals is close to investing in the DRC, and has already bid on an asset."

Add to this both geo_au's and deboss' excitement , a curiously late Annual Report and Cami officials showing up in OZ . You know what it
smells like ?
View attachment 72305

Remember the good old days when Wombles was a grumpy, pessamistic old bastard?