AVZ Discussion 2022

[Winenut]

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[Hodlandwin69]

Zoom link for usa-drc partnership thingo

Join our Cloud HD Video Meeting

Zoom is the leader in modern enterprise cloud communications.

us06web.zoom.us

 

[Winenut]

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[Rechnerhand]

US firm KoBold Metals buys stake in contested Manono Lithium Project, DRC ... nothing new inside !

 

[Hodlandwin69]

Ben Cohen on the zoom call

 

[Winenut]

My apologies for my 1 line to Brick off-topic, happy for it to be taken down without carrying on like you. I wasnt trolling or having a go at anyone here. If that's the best you have whilst going into a totally unhinged off-topic tirade then I'd suggest you step away from the keyboard and have a spell, take a deep breath then come back another day and stick to the topic, you're not doing yourself any favours and youre just proving everything I've said right. You're spamming the forum with erroneous emotinal off-topic baiting outbursts and sooking about being moderated for it, then attempting to blame anyone but yourself

What are you taking me to court again for? "I want my money back blah blah blah", you do realise you forfeit your money if you constantly break the rules of the forum? You can however just put down your ego and walk away without the embarassing grandstanding if you dont wish to stick to the sites rules. My goodness some ppl

 

[Winenut]

Sorry just generally responding to a funny sort of off topic comment

Anyway

Back on topic and AVZ

Lots of interesting valuations thrown about but no one really knows except the Nige and the team I guess

Can’t wait for the official announcements from the company that will provide clarity and put an end once and for all to the speculation and some of the misguided commentary especially from what seems to be sources that are maybe ill-informed

Bless the genuine AVZ shareholders hoping for a brilliant outcome for you all

Let’s get a fair value that means good things for you in whatever space you might be in after a tough 3 year fight

RIP and never forget @John25

He and his beloved dogs definitely mean a lot to so many good people here and AVZ friends… you know who you are

 

[Samus]

I just unignored that to see what you were laughing at there Wino. That's a classic bonified troll response right there, straight out of the fuckwit troll playbook! Especially since moments before they've just wiped a few more of your posts.
Gives me traumatic flashbacks of the crapper!

Bot activity has dropped off as @zebot said, admin are probably letting the troll run wild so they can track his criminal behaviour and locate him for prosecution. He was already 'supposedly' permanently banned for carrying on like an absolute fuckwit and extreme views including racist hate mongering. Now back using nefarious means to destroy a forum with hundreds of paid users.

 

[Carlos Danger]

Zoom link for usa-drc partnership thingo

Join our Cloud HD Video Meeting

Zoom is the leader in modern enterprise cloud communications.

us06web.zoom.us

This has been chaos haha

Juiciest bit was KoBold lady saying they are planning on partnering with local companies for processing

Apart from that it's just been a moderating disaster kind of like this forum. There are random people constantly talking over the main speakers. I've been asked to unmute three different times despite never requesting it lol

 

[Winenut]

On topic

There is hopefully a super AVZ party coming soon for the genuine good people and AVZ long term holders

Many of us including myself have found this a very, very tough journey

Not counting chickens but with the geopolitical machinations and a number of other factors aligning hopefully there is an end in sight

Yes we’ve been asked not to discuss prices yes we’ve managed our fair share of corrupt bad actors yes we’ve had to tolerate and manage alll sorts on this forum (and before that others)

But I do genuinely hope and trust the BoD can bring home the best negotiated outcome for all and by that I also mean the good people of the DRC which was one of the reasons some of us were motivated to invest in the first place apart from just money or a return

Hopefully not long now

Let’s GO!!

 

[Carlos Danger]

Juiciest bit was KoBold lady saying they are planning on partnering with local companies for processing

There was another interesting comment by the host at the end regarding the financing available to USA companies requires partnership with DRC companies

Perhaps KoBold are looking at loaning all or part of $6.2b USD for the acquisition on top of investing their own $1b for development

The KoBold lady had to get on a plane half way through the call which was annoying but while there she defo spoke like the deal was done imo

 

[JNRB]

@Yaseen et el

Carlos is actually posting interesting stuff here, can we put all the bullshit bickering on hold for a bit?

 

[JNRB]

There was another interesting comment by the host at the end regarding the financing available to USA companies requires partnership with DRC companies

Perhaps KoBold are looking at loaning all or part of $6.2b USD for the acquisition on top of investing their own $1b for development

The KoBold lady had to get on a plane half way through the call which was annoying but while there she defo spoke like the deal was done imo

When did partnering with a DRC company ever go wrong? ....

Is 6.2B a number that was mentioned in the meeting?


ATH ~5b
+60% proportionate increase from resource upgrade
= 8b
6.2B USD ~9.6 AUD
so would be roughly a 20% premium on adjusted ATH.

Maybe they think that's enough to get a deal over the line?
TBH that's not far off where I thought the 'sale' figure would end up, but at that price I would still be expecting some other structure in the transaction to add value for shareholders based on future profitability.

EDIT:
'add value for shareholders' up to a total of roughly $12

 

[Winenut]

When did partnering with a DRC company ever go wrong? ....

Is 6.2B a number that was mentioned in the meeting?


ATH ~5b
+60% proportionate increase from resource upgrade
= 8b
6.2B USD ~9.6 AUD
so would be roughly a 20% premium on adjusted ATH.

Maybe they think that's enough to get a deal over the line?
TBH that's not far off where I thought the 'sale' figure would end up, but at that price I would still be expecting some other structure in the transaction to add value for shareholders based on future profitability.

EDIT:
'add value for shareholders' up to a total of roughly $12

best “EDIT” i’ve seen in ages!

$12…$12….$12!!!!

 

[lellep]

Hello all, I took notes during the entire conferance and used good old reliable Grok to summarize what i wrote, enjoy!

The recent conference on the USA-DRC minerals deal, attended by ~200 participants (including Ben Cohen) with French interpreters, outlined the structure and goals of the deal, set for finalization by June 2025. The focus was on securing U.S. investment in critical minerals (Lithium, coltan, tin, tungsten), fostering peace in eastern DRC, and ensuring benefits for the DRC population through a transparent, corruption-free partnership.

Key speakers included Dr. Karl von Batten (White House spokesperson) and Jennifer Fendrick (KoBold Metals’ Chief Commercial Officer).
Key Takeaways:

White House Strategy (Dr. Karl von Batten):

• The Trump administration prioritizes peace in the DRC as a prerequisite for the minerals deal, emphasizing four conditions: political stability, infrastructure, security, and legal frameworks. The peace deal is separate but must be completed first. No U.S. troops will be deployed in eastern DRC, though private security contracts and advisory/training support are options. Congress is cautious, fearing another Iraq/Afghanistan scenario. Hard sanctions against Rwanda were cited as a commitment to peace. The DRC is positioned as a model for future U.S.-Africa investments, with a focus on refining minerals locally for sale to the U.S. and avoiding corruption. (

KoBold Metals’ Plans (Jennifer Fendrick):
KoBold aims to quote- “enter the DRC in a big way,” leveraging her prior U.S. State Department experience with the DRC. She highlighted KoBold’s Zambia copper project (90% local staff) as a model for community investment and confirmed KoBold will send a team to DRC Mining Week, held in the DRC. Fendrick also noted a potential KoBold IPO in a few years, with shares issued to employees and a possible DRC listing.

Aaron Poynton’s Role: Recognized as a key lobbyist driving the deal:

• U.S. Investment Mechanism (XM Bank Fund): The “XM Bank Fund” will enable U.S. banks to finance companies like KoBold for mining, refining, and infrastructure (e.g., local roads) in the DRC. This fund could also facilitate major transactions, such as a potential takeover of AVZ’s Manono Lithium and Tin Project by a U.S.-backed entity, providing capital for acquisition, development, or infrastructure to support Manono’s operations. (Note: “XM” may refer to the U.S. Export-Import Bank or a similar entity, pending clarification.)

Q&A Highlights:

• Chinese Contracts: The U.S. will focus on new projects, not displacing existing Chinese operations.
• Corruption Concerns: The White House acknowledged corruption risks and emphasized transparency.
• Kabila’s Presence in Eastern DRC: The U.S. is monitoring former President Kabila’s activities, with von Batten pushing for congressional intervention next week to prevent escalation.
• Next Steps: A follow-up meeting with DRC President Tshisekedi is planned, with another conference to be announced soon.

AVZ Minerals Implications: The USA-DRC deal could significantly benefit AVZ’s Manono Lithium and Tin Project by improving regulatory clarity, infrastructure, and regional stability through the peace process. The XM Bank Fund could provide financing for Manono’s development, enhancing its operational and refining capabilities. However, it also raises the possibility of a U.S.-backed takeover of Manono, funded by the XM Bank Fund, which could impact AVZ’s control or valuation. KoBold’s aggressive DRC entry, including its participation in DRC Mining Week, may increase competition for tin and other minerals. Investors should monitor peace negotiations, sanctions on Rwanda, Kabila’s influence, and the XM Bank Fund’s rollout for potential funding or acquisition risks.

Notes for AVZ Investors: The deal signals strong U.S. commitment to the DRC’s mineral sector, potentially boosting AVZ’s market position through improved stability and funding access. However, a possible Manono takeover funded by the XM Bank Fund or KoBold’s expansion could introduce uncertainties. Stay updated on Tshisekedi’s talks, DRC Mining Week outcomes, and fund details for clarity on AVZ’s opportunities and risks.

 

[Bin59]

Hello all, I took notes during the entire conferance and used good old reliable Grok to summarize what i wrote, enjoy!

The recent conference on the USA-DRC minerals deal, attended by ~200 participants (including Ben Cohen) with French interpreters, outlined the structure and goals of the deal, set for finalization by June 2025. The focus was on securing U.S. investment in critical minerals (Lithium, coltan, tin, tungsten), fostering peace in eastern DRC, and ensuring benefits for the DRC population through a transparent, corruption-free partnership.

Key speakers included Dr. Karl von Batten (White House spokesperson) and Jennifer Fendrick (KoBold Metals’ Chief Commercial Officer).
Key Takeaways:

White House Strategy (Dr. Karl von Batten):

• The Trump administration prioritizes peace in the DRC as a prerequisite for the minerals deal, emphasizing four conditions: political stability, infrastructure, security, and legal frameworks. The peace deal is separate but must be completed first. No U.S. troops will be deployed in eastern DRC, though private security contracts and advisory/training support are options. Congress is cautious, fearing another Iraq/Afghanistan scenario. Hard sanctions against Rwanda were cited as a commitment to peace. The DRC is positioned as a model for future U.S.-Africa investments, with a focus on refining minerals locally for sale to the U.S. and avoiding corruption. (

KoBold Metals’ Plans (Jennifer Fendrick):
KoBold aims to quote- “enter the DRC in a big way,” leveraging her prior U.S. State Department experience with the DRC. She highlighted KoBold’s Zambia copper project (90% local staff) as a model for community investment and confirmed KoBold will send a team to DRC Mining Week, held in the DRC. Fendrick also noted a potential KoBold IPO in a few years, with shares issued to employees and a possible DRC listing.

Aaron Poynton’s Role: Recognized as a key lobbyist driving the deal:

• U.S. Investment Mechanism (XM Bank Fund): The “XM Bank Fund” will enable U.S. banks to finance companies like KoBold for mining, refining, and infrastructure (e.g., local roads) in the DRC. This fund could also facilitate major transactions, such as a potential takeover of AVZ’s Manono Lithium and Tin Project by a U.S.-backed entity, providing capital for acquisition, development, or infrastructure to support Manono’s operations. (Note: “XM” may refer to the U.S. Export-Import Bank or a similar entity, pending clarification.)

Q&A Highlights:

• Chinese Contracts: The U.S. will focus on new projects, not displacing existing Chinese operations.
• Corruption Concerns: The White House acknowledged corruption risks and emphasized transparency.
• Kabila’s Presence in Eastern DRC: The U.S. is monitoring former President Kabila’s activities, with von Batten pushing for congressional intervention next week to prevent escalation.
• Next Steps: A follow-up meeting with DRC President Tshisekedi is planned, with another conference to be announced soon.

AVZ Minerals Implications: The USA-DRC deal could significantly benefit AVZ’s Manono Lithium and Tin Project by improving regulatory clarity, infrastructure, and regional stability through the peace process. The XM Bank Fund could provide financing for Manono’s development, enhancing its operational and refining capabilities. However, it also raises the possibility of a U.S.-backed takeover of Manono, funded by the XM Bank Fund, which could impact AVZ’s control or valuation. KoBold’s aggressive DRC entry, including its participation in DRC Mining Week, may increase competition for tin and other minerals. Investors should monitor peace negotiations, sanctions on Rwanda, Kabila’s influence, and the XM Bank Fund’s rollout for potential funding or acquisition risks.

Notes for AVZ Investors: The deal signals strong U.S. commitment to the DRC’s mineral sector, potentially boosting AVZ’s market position through improved stability and funding access. However, a possible Manono takeover funded by the XM Bank Fund or KoBold’s expansion could introduce uncertainties. Stay updated on Tshisekedi’s talks, DRC Mining Week outcomes, and fund details for clarity on AVZ’s opportunities and risks.

Thanks for taking the time to write up and share your detailed notes with us lellep

Re the Next Steps: A follow-up meeting with DRC President Tshisekedi is planned, with another conference to be announced soon could this be the conference in July - the date yet TBA below:

US-DRC Strategic Mineral Resources Summit, Washington, D.C. | VON BATTEN-MONTAGUE-

In-Person Conference to be Held in Washington, D.C

www.montagueyork.com

 

[Jongo]

I asked Copilot what it knows about the 28-May conference, particularly wrt AVZ, but it did not report on any new news. However, it did refer to this old article from 15-Mar-2025, which does include several interesting statements, a selection of which are repeated below.

"The United States is preparing to intervene in the ongoing dispute over the Manono lithium project in the Democratic Republic of Congo (DRC). The Australian reported that Washington aims to back Australian company AVZ Minerals in its legal battle to reclaim the lithium asset."

"The US government aims to ensure the southern section of the Manono project is returned to AVZ. In exchange, AVZ is expected to sell the asset to a US entity."

"US officials reportedly plan to allow Zijin to retain control over the northern section of Manono to avoid direct conflict with China."

US Backs AVZ in Congo Lithium Dispute Against China

AVZ wins a legal battle over Congo’s Manono lithium mine as the US moves to counter China’s influence in critical minerals.

colitco.com

 

[Jongo]

There was another interesting comment by the host at the end regarding the financing available to USA companies requires partnership with DRC companies

Perhaps KoBold are looking at loaning all or part of $6.2b USD for the acquisition on top of investing their own $1b for development

The KoBold lady had to get on a plane half way through the call which was annoying but while there she defo spoke like the deal was done imo

Carlos, do you have an information source for the $6.2 billion loan that you have mentioned?

I searched for this, but could not find it.

 

[Skar]

A focus on refining minerals locally for sale to the U.S. and avoiding corruption

OH WOW, thats huge... feasibility wise, shipping >90% of dirt/waste internationally for processing never made sense unless you are China. So they will implement AVZ plans from 5 years ago, process to primary lithium sulphate load it on trains and ship it out?

This fund could also facilitate major transactions, such as a potential takeover of AVZ’s Manono Lithium and Tin Project by a U.S.-backed entity, providing capital for acquisition, development, or infrastructure to support Manono’s operations. (Note: “XM” may refer to the U.S. Export-Import Bank or a similar entity, pending clarification.)

Come on capitalism, highest bidder/best offer for shareholders who fronted the capital and took all the risk getting us here. Anyone for a 'USA' chant?

"The US government aims to ensure the southern section of the Manono project is returned to AVZ. In exchange, AVZ is expected to sell the asset to a US entity."

This has been the TLDR of the whole process since news broke... the question still remains on the sale price. AVZ being being waved around as the test case for investment bodes well.

 

[Hodlandwin69]

One of the speakers said we might get the first part or chunk of the USA-DRC commerical agreement as soon as next week.

Other notes, commerical agreement and peace agreement are seperate things.

The rest was covered by Carlos.

I also fell asleep halfway through