Running discussion on SP, page-10128

If that's your mindset no-one can dissuade you.

The competition for take offs is in the quality and economics of the resource. That is where the value is and that will unfold with time as further progress is made defining the resource. Board has to regain trust of investors as there has been too many screw ups emanating from KE's short term entreupenerial style as Chair...proven an unviable style by the way.

Many posters here have pointed out very solid arguements on how the story needs to go from here.
Chair with impeccable mine development experience...
Voting against any changes to performance options that are contrary to retail investors interests...in other words let board know...we're not going to accept further BS without consequences. They can get their rewards but theyhave to earn them.
All board members be highly qualified, relevant and beyond reproach...
Regular reporting and updates re drill sampling/project milestones/studies etc.
in short...run a professional and transparent show...all in all not a terribly hard ask and one I think the board is aware of. Having said that on the facts they havn't done too badly it's the unbelievable level of bear attack supportedby Morgan Stanley's attack on the sector that has caused the mass exodus out of the sector...when you step back and take an overview. KE's exodus just spun that sentiment to another level...crazy stuff...what was it 200 million volume spike in a day? The MM's woulda loved that so much...

Anyway, whoever takes over as Chair will need to have impeccable history of project development (not sure if Fergs is up to it but sems to be doing ok and a number of longs have given him TU's)...personally I wouldn't mind someone ex-major miner pedigree capable of full time focus on steering the ship...but no idea who might fit that bill.

Once numbers are better defined players will show hands and as to your implying perhaps that Chinese have a monopoly over DRC or more narrowly AVZ's assets is just paranoid thinking IMO.
All major economies have an interest in DRC (richest resourced nation on the Globe with Katalanga the richest region in the DRC). Chinese have only the most recent history of securing world class assets. Other nations have had centuries to establish footholds so pretty obvious that the race is on and no wonder that the second largest economy with the largest national population is prepared to put their money where their mouth is. Further, India is only just waking up to this state of play. Projects with the potential of Manomo don't grow on trees. if you pay close attention to the global lithium conference videos floating about on the net you will note that the focus is on the major producers vis Li hard rock and brine. But as soon as "new resources" is mentioned there is a hushed almost secretive mention of African and DRC lithium as the next big thing...who you reckon their referring to? Take a wild guess.

China will keep pumping money into the DRC as it is in their national security to do so. Their policy of decoupling away from hydrocarbon recources as much as renewable energy policy is not a pipe dream it is a national priority and they will, do and can move mountains in a blink as they are a centralised and planned economy the likes of which has never been seen before...all the while focused on economic growth with that growth again not just randomly plucked out of the air but hinging on an entire central goverment carefully considered and planned renewable energy strategy.

So basically, yes they are likely going to be our biggest benefactors but do not be fooled into believing for one second that a resource like Manomo (presuming it half meets it's touted potential) isn't going to be under the intense radar of other players. The infrastructural dollars being pumped in by China are no short sighted projects and nor are they randomly throwing away hard earned Yuan. The Chinese citizenry is also watching closely that their hard earned tax dollars are being spent to improve their quality of life and a massive part of that quality is cleaning up their toxic pollution levels (India is same and not alone) due to reliance on coal and other non-renewable energy resources. But hey would be well aware that money talks and BS walks, and there is nothing to say that other major players are not sitting quiely in the background biding their good time until AVZ has amounted enough data to say...hello world...these are the numbers...now what are you guys offering for a bit of the action? First in best dressed won't cut it then will it? No it won't...at that point it's SHOW ME THE MONEY!

Said it before ML may be flashing AVZ's ankle to the major Chinese players right now...but we're only at tease level...wait till we get to flashing a bit of curvey well oiled calf around...by the time we get to full frontals...potential suitors eyes will be rolling to the back of their heads. All we need do is keep derisking and that means time and a board that is done playing stupid games (which in recent times seems to be EXACTLY what they have been doing) and just getting on with their business like professionals.

So no...I disagree with you entirely and I see nothing of substance in your post...nor do I wish to dissuade you from your position...but hey...so need for you to hold either I guess.