Running discussion on SP, page-58358

my take :

drc are setting avzs parameters and objectives whilst helping them advertise for and engage the right partners to achieve this . They are providing Avz with the strong arm to move away from existing sc6 contracts and get existing Chinese entities to agree to pls and especially hydroxide production with battery factory in lumbambashi. They know that Avz “could” be replaced at some stage but need to know that DRC is setting the agenda for how this will be mined snd developed and under what terms regardless of who is the ultimate owner - makes complete sense . That’s what this is all about . They are saying to the big players and partners to join Avz to form a strategy and discuss terms with Avz and drc and once DRC is happy with the plan then the ml will be given . We don’t know how far AVZ is in achieving an acceptable plan with acceptable partners snd therefore how soon drc will sanction with a ML . But the ML is the drc control to make sure this is done how they want . Clearly drc is now wary of Chinese and whether (as partners ) they will align with drc ambitious development goals . I suspect the Chinese want the resource snd sc6 and pls rather more than the battery factory . But they can’t afford not to be involved at sone level as there is so much lithium (and cobalt and copper ..,) at stake . The conference is also there to help Avz court other non Chinese partners who are more willing to support hydroxide and battery production but have been thus far slow to commit given Also the scale of infrastructure build required ( something the Chinese find more easy to commit to as long as their prime objectives are being met).

so where’s it all at ? Should know more today . I feel the ml will be granted to Avz as soon as the drc is happy with the partnering , money and extent of in country operation . Interesting times . Got a sneaking suspicion that some existing offtakers / Chinese parties not quite dovetailing (yet) with drc agenda for Avz hence ml not yet released . Good news is that avz is the drc chosen project owner and not likely to be usurped by anyone as parties are forced to rethink how they use and process drc lithium for ev ambitions .
I feel that my investment is more than safe and also subject to a guaranteed minimum 2x sp multiplier so long as I sit tight for 6 mths


Aimho