AVZ Discussion 2022
- Thread starter GazDix
- Start date
JAG
Top 20
Sorry mate, I wasn’t taking the piss.
Frank
Top 20
*Speaking of Trolls and all things that Stink - Hi Toilet you Turd
Working overtime as if your life depends on it i see
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From the day Trump championed our cause it was clear the mineral/security deal was contingent on no Comminere or Chinese involvement in Manono(RD).
FT wont grant CATH a ML and risk jeopardising the minerals/security deal. Hence Kobold's cockiness and wrapping their ann with talk of peace and security. The subtext being: only the US via Kobold can provide Felix the deal he craves.
Therefore the only counter-bids Nigel can realistically entertain are from non-Chinese companies, preferably US ones.
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DiscoDanNZ
Regular
Almost 3000 pages since we all moved here for the better.
Let’s hope we all get along until the end & after I don’t know
We all end up in a better position after all this bullshit and still talk shit with each other.
Or go our separate ways and find the next full fuxked up drama share to get into
GLTAH
All comes down to what we get paid out I guess, would be nice if we finally got that $2 party. Send AVZ off with a bang and leave Nigel with the tab?
Jacob Kiraz
Member
Do you really think we'll get a $2 party
Helios
Regular
Comparing Arcadium is not a true comparison as brine is included. Its better to keep simple and compare hardrock and hardrock processing only. Opex is usually lower with Brine after capex, however the deposit that AVZ owns is brilliant, and Capex will be on lower side if conventional DMS is used and Opex is low due to jurisdiction.
Production should be considered in in terms of how much can be extracted and then processed. Considering the quality of the deposit and easy way to think of it is to divide by 6 or 7.
As an example
extracted and processed via DMS = 1.2mt extracted and processed per year.
SC6 produced from 1mt (1,200,000 / 6) = 240,000 Sc6
Approximately 7x Sc6 for 1tonne of Carbonate (240,000 / 7 ) = ~35,000 LCE per year
Its been sometime since I have looked at the studies for AVZ so I am not sure if they were targeting 4.5mt p/y, or a sulphate, either way its worth far more than what Arcadium sold for which, if you followed the background noise, was way too low a valuation backed by a management group who folded and didn't put up a fight.... Well done AVZ
oxxa23
Regular
My worst fears of late were that kobold had even approached avz, and got some kind of agreement, before the speculated usa discussions with drc...
We all know trump doesn't fear lining the pockets of his connections etc...
Back when avz was in a real shit fight, pre drc usa discussions, could they have approached avz and said "well, if trump gets in we can do this, this and this...." a deal would have sounded rather appealing back then compared to icsid and waiting and fighting for collection of awarded $...
All conspiracy theory which I'm not convinced of either for that matter.... but, we do know kobold was on the scene much earlier...
Of course... m23 seemed to initiate the drc running to usa, so that probably counters that argument...
But, I've often wondered if a deal was in fact done months ago...
If usa has the power to help us, they also have the power to completely ignore us and offer no assistance if we fold...or worse, make life harder for us even... off screen of course...
And this could all be me talking out my arse....
Either way, I'm convinced a deal is already done... there was no merit in usa mentioning manono before a deal was agreed to...
Happy mothers day to those wonderful women amongst us...
Or do we get in trouble for stipulating women on mothers day these days?
Xerof
Flaming 1967
Not surprising, it was fairly amateurish.X post and Youtube video regarding Kobold Metals recent BBC World Service discussion about Manono have now been removed
Mute22
Regular
Silly Seppo, doesn't he know the internet is forever?
Not going to post as I am sure Nigel requested they quieten down, but everything gets kept on file.
Mute22
Regular
Weekly Wrap: Copper Colossus, AVZ's Gates-Bezos Play, and Oval's Story Deepens
With Gates and Bezos eyeing Congolese lithium, copper explorers making breakthroughs, and Argentina yielding monster deposits, the resource sector is showing serious signs of life
substack.com
AVZ Minerals: A global play attracting global names
Three years after trading suspension and nearly a year since being officially delisted from the ASX, AVZ Minerals might be on the verge of a breakthrough.This week may mark the beginning of a long-awaited turnaround for shareholders who've been trapped in limbo since May 2022.
AVZ has now signed a non-binding framework agreement with US-backed Kobold Metals to purchase its interest in the Manono Lithium and Tin Project in the Democratic Republic of Congo (DRC), the largest undeveloped hard-rock lithium deposit on the planet.
The implications here are big for all involved:
- Kobold Metals is backed by billionaires, including Bill Gates and Jeff Bezos, signalling the strategic relevance of the Manono project on the world stage.
- The US Government recently brokered a peace deal between the DRC and Rwanda, providing a platform for increased investment and regional stability.
- AVZ has publicly endorsed the new agreement and expressed support for US involvement, a sign that the company sees a viable resolution on the horizon.
- The agreement will enable KoBold to potentially deploy more than $US1 billion (AUD$1.55b) to bring the Manono lithium to Western markets.
Meanwhile, China's Zijin Mining, which was awarded part of the deposit in 2023, would retain control of the northern section while KoBold would develop the southern portion.
AVZ recently secured a US$67.5 million penalty in arbitration against Cominière for ignoring emergency orders in the ongoing dispute.
Framework for KoBold to buy AVZ’s interests in the Manono lithium. Source: Kobold Metals
The company's announcement also made it clear: the window for a constructive, negotiated outcome is open, and AVZ is ready to walk through it.
We've been banging on about AVZ for a while now, doing a deep dive last year on the immense potential of Manono and the complex dynamics surrounding the project.
AVZ Minerals: From $6 million to a $4.5 billion delisting. Inside the Congo lithium saga
Equities Club
·
May 7, 2024
Read full story
In that piece, we highlighted the asset's strategic position within the lithium supply chain and why it had become the focus of both local political friction and global commercial interest. Today, that thesis is playing out, but now with institutional capital and diplomatic muscle behind it.
So what does this latest update mean for long-suffering shareholders?
The financial terms of the Kobold deal are still being worked out, but signs point to AVZ shareholders finally seeing some return on their patience with it increasingly likely that AVZ could realise meaningful value through a dividend or capital return once the transaction completes.
Manono was never just another lithium deposit. Its sheer size made it a geopolitical chess piece. AVZ shareholders understood this from day one, and those who've white-knuckled through three years of suspension might finally be rewarded for their iron stomachs.
Skar
Regular
Haha well there you have it not only is Cominiere out but US want a whole parallel public administration for US businesses (think of TV cop shows where the "feds" turn up and waive off the local cops" - no bribes or corruption for US businesses).
Last I heard AVZ was planning down to go to primary lithium sulfate on site. My use of SC6 was just for some napkin math. Given Besos wants lithium for his trucks, from Kobold to Slate will probably have some integrated chemical conversion/battery partnerships too (with amazon then shipping all the ancillary merch for the truck customizations).
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Dave Evans
Regular
In 2020 AVZ’s targeted annual production was 700,000 tonnes of SC6 (lithium / spodumene concentrate) which equates to over 100,000 tonnes of LCE (lithium carbonate equivalent) annually. That’s at least 33% more than what Arcadium is producing from its mines
That’s back when AVZ was targeting mining 4.5Mt of ore annually, then they looked at expanding to 10Mt annually so you can take that 100,000 tonnes of LCE annually and more than double it to over 200,000 tonnes of LCE annually
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Runningmate
Emerged
Hi guys,
It might have been discussed already -
Whatever price AVZ end up getting for their rights.
What then are the steps involved?
AVZ receive the money… they can then do whatever with that money can’t they? They could choose to start another project etc etc.
How would we actually get our money?
Would they re-list and we sell shares on market ? But they would need to have some project etc to re list otherwise why would you own shares in them? It’ll only go down.
So will they just liquidate the company and pay us out? Are there any fees or other costs that’ll come out first of this amount and then we get a check or?
Thanks
It might have been discussed already -
Whatever price AVZ end up getting for their rights.
What then are the steps involved?
AVZ receive the money… they can then do whatever with that money can’t they? They could choose to start another project etc etc.
How would we actually get our money?
Would they re-list and we sell shares on market ? But they would need to have some project etc to re list otherwise why would you own shares in them? It’ll only go down.
So will they just liquidate the company and pay us out? Are there any fees or other costs that’ll come out first of this amount and then we get a check or?
Thanks
Helios
Regular
Yeah, I seem to recall that being the case for target ore production.AVZ’s targeted annual production was 700,000 tonnes of SC6 (lithium / spodumene concentrate) which equates to over 100,000 tonnes of LCE (lithium carbonate equivalent) annually. That’s at least 33% more than what Arcadium is producing from its mines
1.2mt for Ore Processing is an easy metric for those who dont quite understand breakdowns. With high quality spod, you can use x6 to get Sc6, for shit, lepodite it can be x12.
Production ramp up is ultimately is based on demand, something no fucking expert has managed to get right over the last 5 years so I take the need to process anything above 5mpta as a moot point. Whoever secures the AVZ deposit will secure LCE supply and what ever demand requirements they require with zero reliance on China (albiet with conversion assistance, and seeing Japan and South Korea have amended tariff negotiations I see that void filled)
I very rarely comment here, but follow, and to those who frequently post I thankyou from a grateful long term holder for keeping up the fight.
Frank
Top 20
Lobito Corridor:
The United States injects more than USD 6 billion into this strategic project
The United States of America is strengthening its support for the development of strategic infrastructure in Africa.
On Saturday, May 10, 2025, the U.S. Department of State announced, via its official account on the X network, that it had mobilized more than USD 6 billion specifically dedicated to financing the Lobito Corridor.
This mega-project, which aims to connect the Atlantic Ocean (Port of Lobito, Angola) to the mining areas of the DRC (Democratic Republic of Congo) and Zambia, is considered a key route to facilitate regional exports and boost intra-African trade.
It is also part of the Global Infrastructure Initiative launched by the United States and its G7 partners.
"These funds, crucial for this infrastructure project, are specifically dedicated to it," the State Department publication states, adding that Washington continues to work with its regional and international partners to support the corridor's implementation.
This new financial commitment comes at a time of intensifying geostrategic challenges surrounding critical resources, particularly copper and cobalt.
The DRC, the world's leading cobalt producer, is expected to benefit directly from this corridor, improving its logistical capabilities and boosting its exports.
This American support is seen as a strong signal to Central and Southern African countries, as rivalries for influence over transportation infrastructure on the continent intensify.
Soon to be, potentially, the world's leading Cobalt & Lithium producer
The United States injects more than USD 6 billion into this strategic project
The United States of America is strengthening its support for the development of strategic infrastructure in Africa.
On Saturday, May 10, 2025, the U.S. Department of State announced, via its official account on the X network, that it had mobilized more than USD 6 billion specifically dedicated to financing the Lobito Corridor.
This mega-project, which aims to connect the Atlantic Ocean (Port of Lobito, Angola) to the mining areas of the DRC (Democratic Republic of Congo) and Zambia, is considered a key route to facilitate regional exports and boost intra-African trade.
It is also part of the Global Infrastructure Initiative launched by the United States and its G7 partners.
"These funds, crucial for this infrastructure project, are specifically dedicated to it," the State Department publication states, adding that Washington continues to work with its regional and international partners to support the corridor's implementation.
This new financial commitment comes at a time of intensifying geostrategic challenges surrounding critical resources, particularly copper and cobalt.
The DRC, the world's leading cobalt producer, is expected to benefit directly from this corridor, improving its logistical capabilities and boosting its exports.
This American support is seen as a strong signal to Central and Southern African countries, as rivalries for influence over transportation infrastructure on the continent intensify.
Soon to be, potentially, the world's leading Cobalt & Lithium producer
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