AVZ Discussion 2022

[cruiser51]

Its kind of strange because if they did not have the authority to hear the case why are they hearing the case? More importantly why has the DRC asked the question as it gives authority and legitimacy to the ICSID,

Exactly.

 

[wombat74]

The ICSID is a non starter IMO . I'm expecting Kobold to tweak their offer to get a deal done ASAP . Kobold nuppty on YouTube was almost blowing his load with excitement .

 

[cruiser51]

What can you do? We're too big

Get a larger computer screen, easy.

The largest curved monitor currently sits at a staggering 55 inches, the Samsung Odyssey Ark.

 

[LOCKY82]

The ICSID is a non starter IMO . I'm expecting Kobold to tweak their offer to get a deal done ASAP . Kobold nuppty on YouTube was almost blowing his load with excitement .

Shortly after they researched roche dure

 

[cruiser51]

The ICSID is a non starter IMO . I'm expecting Kobold to tweak their offer to get a deal done ASAP . Kobold nuppty on YouTube was almost blowing his load with excitement .

Kobold still thinks they got it in the bag, this is still on their website.

 

[wombat74]

Shortly after they researched roche dure

Remember these guys have actually been on site . Seen first hand those long raw naked core samples . Dudes probably had the boner from hell ever since .

 

[ptlas]

Kobold still thinks they got it in the bag, this is still on their website.

View attachment 84362

Which proves that they haven't.
Yet?

 

[ptlas]

I thought $10 was the anchoring price and $12 was the meme price with the f@#$ Zinjin bonus?
Not that I can be bothered going back 2167 pages to confirm.

Pretty sure that's right.
May have touched $16 at one point, but that would have been me on the Sheaf Stout.

 

[DiscoDanNZ]

I thought $10 was the anchoring price and $12 was the meme price with the f@#$ Zinjin bonus?
Not that I can be bothered going back 2167 pages to confirm.

I thought it was $10 anchoring then someone asked USD or AUD and it became $12 AUD?

 

[Skar]

Too much focus on what the amount will be. Would be nice to ponder when. AVZ have proposed to temporarily suspend the legal action to facilitate the transfer, presumably if terms have not been set, there would be no need for a transfer which means no need to pause, so the legal action would go ahead... which means we should see something in the next 3 weeks?

or am I reading this wrong?

 

[tonster66]

Too much focus on what the amount will be. Would be nice to ponder when. AVZ have proposed to temporarily suspend the legal action to facilitate the transfer, presumably if terms have not been set, there would be no need for a transfer which means no need to pause, so the legal action would go ahead... which means we should see something in the next 3 weeks?

or am I reading this wrong?

Thats how I am reading it. We should hear something at the 11th hour. The chinese will know the deal with Kobold (someone always leaks, and they have their spies). Like we know the chinese do, could make their offer in that 11th hour. One way or another we will know before arbitration.

 

[PhatCatz]

What is the delaying court tactic going to achieve at this hour? It’s not going to get the case thrown out or delayed weeks/months? Just seems an easy way to piss money up the wall in lawyer fees.

 

[JNRB]

Thats how I am reading it. We should hear something at the 11th hour. The chinese will know the deal with Kobold (someone always leaks, and they have their spies). Like we know the chinese do, could make their offer in that 11th hour. One way or another we will know before arbitration.

We should also not forget the Chinese have ALREADY made an initial offer:

- Chip-in a huge chunk of cash to develop the project in return for a 30% stake and offer AVZ earn-in potential for further dow stream processing. As long as they get all the product.

It's on the Americans now to stump up a counter-offer that beats this. China may well offer their own total buyout after that, but they at least have made an offer to get this project moving in a way that's still attractive to AVZ holders

 

[LOCKY82]

Too much focus on what the amount will be. Would be nice to ponder when. AVZ have proposed to temporarily suspend the legal action to facilitate the transfer, presumably if terms have not been set, there would be no need for a transfer which means no need to pause, so the legal action would go ahead... which means we should see something in the next 3 weeks?

or am I reading this wrong?

Too much focus on what the amount will be. Would be nice to ponder when. AVZ have proposed to temporarily suspend the legal action to facilitate the transfer, presumably if terms have not been set, there would be no need for a transfer which means no need to pause, so the legal action would go ahead... which means we should see something in the next 3 weeks?

or am I reading this wrong?

19 days! Jesus I think I'll need a pre announcement that there's going to be an announcement for my hearts sake

 

[Xerof]

What is the delaying court tactic going to achieve at this hour? It’s not going to get the case thrown out or delayed weeks/months? Just seems an easy way to piss money up the wall in lawyer fees.

So far their attempts don't seem to have delayed the hearing, but they tried like fuck to do so. Piss lawyer fees up the wall?, yes thats their other angle

 

[wombat74]

We should also not forget the Chinese have ALREADY made an initial offer:

- Chip-in a huge chunk of cash to develop the project in return for a 30% stake and offer AVZ earn-in potential for further dow stream processing. As long as they get all the product.

It's on the Americans now to stump up a counter-offer that beats this. China may well offer their own total buyout after that, but they at least have made an offer to get this project moving in a way that's still attractive to AVZ holders

Is there not a US Security/Protection/ Felix Deal attached to the Manono deal ? USA/Roche Dure . China /CDL .

 

[cruiser51]

Too much focus on what the amount will be. Would be nice to ponder when. AVZ have proposed to temporarily suspend the legal action to facilitate the transfer, presumably if terms have not been set, there would be no need for a transfer which means no need to pause, so the legal action would go ahead... which means we should see something in the next 3 weeks?

or am I reading this wrong?

I would say the latest ICSID update means for the DRC to get its finger out, if they don't want their dirty linen hang out for all to see. 19 days to go, same as Jen's birthday.

 

[Skar]

Is there not a US Security/Protection/ Felix Deal attached to the Manono deal ? USA/Roche Dure . China /CDL .

"The code is more what you'd call guidelines, than actual rules. The only rules that really matter are what a man can do and what a man can't do".

 

[Uglybob]

It's important to remember here that the US aren't coming in to save the day from a position of power. The Trumpster fire started a trade war with China without ensuring they had a good supply of everything they need first. US have no rare earth metals. China does.

The DRC deal is about more than just Li for the US, it's about sourcing a bunch of different stuff that China won't sell them any more.
Trump won't admit he screwed up so it'll be interesting to see what he'll do to make this happen in their favor, but end of the day if China offer more than Kobold, AVZ goes to them.

It comes down to business sense, not emotional warm and fuzzy feelings. I hate to say it, but China (Cath) has begrudgingly come to our aid to help fight off Kobold and the DRC so far. Without them I think we'd be in a worse spot than current. It'll be interesting to see where this lands.

 

[ptlas]

What is the delaying court tactic going to achieve at this hour? It’s not going to get the case thrown out or delayed weeks/months? Just seems an easy way to piss money up the wall in lawyer fees.

Zijin is continuing to prepare the north for production.
So the Chinese will not stand still, but delay and frustrate AVZ and the west while hoping for a miracle.
DRC will be receiving paper bags from alternative sources.
Plenty of mining in the country.
Normal service.