AVZ Discussion 2022
- Thread starter GazDix
- Start date
TheCount
Regular
"Nor is it likely that the current BYD/CATL oligopsony will be able to subsidize their downstream operations without paying up to buy new upstream projects the market is simply growing too fast off a low base. 90% of the proceeds from CATL’s $4.5B Hong Kong IPO are going to build its 100GWH factory in Hungary which alone will require 70,000 new LCEs in 2-3 years. Even if Rio which has exploration assets in Rwanda steps into the DRC as rumored to partner with KoBold to buy and build AVZ’s Monster of Manono, the 100,000 LCEs from that Simandou of Lithium should be easily absorbed toward the end of this decade."
R K Equity Lithium report
This firm has not mentioned AVZ until now..
R K Equity Lithium report
This firm has not mentioned AVZ until now..
Spikerama
Regular
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
TheCount
Regular
Anyone have any news re the progression of the current negotiations ?
Yes unfortunately and apologies if this has been sent prior.....
Not sure we are going to see a deal for some time yet, rwanda looking for a win win, circumstances not to their liking......
Or is this fake news ?
Bring on ICSID regardless, time AVZ applies the bunsen burner
Just another....
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If we are waiting for Rwanda to get their sh1t together , I don't see why Nigel would pull the ICSID trigger . AVZ beef is with the DRC .Can only trigger ICSID if the DRC won't play ball.
Winenut
GO AVZ!!!!
So what are we going to do if rwanda dont want to play ball ?
Peace deal requires Rwanda to withdraw troops, no peace deal no Kobold ?
How do we know DRC arnt playing games ?
It's going to need more time to establish one way or the other. Felix reached out to Trump .
I thought we saw Rwanda troops withdrawing last week? That would mean Rwanda are stalling for sweeteners in the deal.
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Azzler
Top 20
This isn't based on any intel, just my opinion.
But I don't believe the Kobald deal is dependent on Rwanda signing a peace deal.
Despite what August reports on X, and respect to him, but I disagree.
I think the US have contingencies for this not happening, I was massively skeptical from the start that these 2 nations who hate each other to death more than anything else, would sign a peace agreement in 30 days.
Now that I think about it, that short time frame was probably done because the US didn't think they would even if they gave it 5 years, so in order not to waste time, at least they can say they gave them every opportunity.
The DRC just want Rwanda out, and if the reports are true, the troops are leaving now.
The US just need to help get Rwanda out, and I believe that is the real requirements for the DRC to agree to the Kobald deal.
I think the USA are going to get this minerals deal done no matter what these retarded nations ruled by babies do, they're determined and are moving fast.
Again this is just my musings on the topic.
P.S. It's so nice to have civilized conversations in a protected place again with all of you wonderful people
P.P.S. Conspiracy time.... The Chinese or those aligned with them poisoned Kagame to slow the process down.
Spikerama
Regular
Zeeb0t has implemented some new sign-up protocols. Closing the site to new entrants isn’t in his interest. And a new feature on the front page is Latest Member
Might be worth reminding him that if it happens again, then I have a fully functional Forum (with no ads) ready to accept all TSE migrants. Starting with AVZers and then I will approach the other Ticker's threads and welcome them to have their own space as well.
Hi Beisha thanks for posting the vid. It is one i had not seen before and certainally seems to point to a much longer time frame with regards to the signing of the peace security minerals deal
When AVZ announced the suspension of the ICSID for 23 rd i was a little surprised given the proposed signing of the peace accord in the week of the 16 th. This date (the 16th) was incredibly ambitious from Massad Boulos and his team and definately had high chance of dragging out for some time. Now we see the Chinese somehow involved and Kabila stirring up the pot as well as no doubt all the other bad actors we all know to well trying to derail the whole peace security minerals deal.
My thoughts are why would Nigel only suspend ICSID for 1 month when there was a very high chance that the security minerals deal wouldnt get done within the 1 month . I like most others here i think was of the view that our sale agreement with Kobold was beholden to the signing of the security minerals deal and with this in mind i went back and reread the ICSID suspension announcement, the original joint press release of the sale framework agreement and the Avz announcement confirming it. Particularly regarding the ICSID suspension i now beleive that it is quite possible that it is actually saying the sale agreement being finalised is actually a precursor to and part of the security minerals deal not in addition to or as a result of it. If that is the case then it is definately still possible the deal will be done irrespective of the security minerals deal
Felix initially approached the US with the minerals security deal proposal given the very real threat posed by M23. If Rawanda wont play the game US through training logistics etc for FARDC and Erik Prince could certainaly provide security for western aligned mining operations and help with tax collection etc as well as contain the M23 to eastern DRC . Rawanda in the interim would be bled dry by the US and eventually brought to heel
Just my thoughts....fingers crossed
Mouthpiecenomnom
Regular
What the f-*k do you want Rwanda? Oh playing silly buggers?This isn't based on any intel, just my opinion.
But I don't believe the Kobald deal is dependent on Rwanda signing a peace deal.
Despite what August reports on X, and respect to him, but I disagree.
I think the US have contingencies for this not happening, I was massively skeptical from the start that these 2 nations who hate each other to death more than anything else, would sign a peace agreement in 30 days.
Now that I think about it, that short time frame was probably done because the US didn't think they would even if they gave it 5 years, so in order not to waste time, at least they can say they gave them every opportunity.
The US would have expected this. DRC reps would have made it clear this was going to happen.
They offered the carrot......
KentCStrait
Regular
I don’t think he deserves respect at this point—he’s carried on for years like he’s in the room, but he’s not. He simply speculates with confidence, and so many people have been misled by it. His track record speaks for itself, and honestly, I think he’s full of shit.
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