IVZ invictus energy ltd

AMOG Africa tour

  1. 859 Posts.
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    Thought this was worth a separate thread to keep track of where they have been, reporting and commentary. At the end of the day, whatever assets they load in adds to IVZ's asset base and marketcap!
    https://www.semafor.com/article/08/25/2025/qatari-sheikh-pledges-to-invest-billions-in-african-countries
    https://www.rfi.fr/fr/afrique/20250813-le-qatar-va-multiplier-les-annonces-d-investissements-en-afrique-lors-d-une-tourn%C3%A9e-diplomatique
    So far pledged amounts to support infrastructure including transport, mining, education, agriculture/livestock, food security, cybersecurity, airports and housing..
    Botswana - $12b USD
    https://www.reuters.com/world/middle-east/botswana-signs-12-billion-investment-deal-with-qatars-al-mansour-holdings-2025-08-21/
    Burundi - $12b USD (see Semafor article above as the local rags said $180bn which i think has to be incorrect)
    https://www.burunditimes.com/qatars-al-mansour-holding-group-pledges-major-investments-in-burundi/
    Zambia - $19b USD
    https://www.sh.gov.zm/multi-billion-deal-with-al-mansour-of-qatar-cheers-president-hichilema/
    Zimbabwe - $19b USD
    https://www.heraldonline.co.zw/us19-billion-windfall-for-zimbabwe-qatars-royal-family-arrives-to-unleash-investment/
    DRC - $20b USD (note, visit planned for 1st September to 3rd of September - possibly where Scott is headed to next to catch up with the delegation)
    https://www.mediacongo.net/article-actualite-154060_rdc_qatar_cheikh_al_mansour_attendu_pour_des_investissements_colossaux.html

    As a "throw spaghetti at the wall"
    rule of thumb - 15% target to mining? would already result in a load >$10bn USD in assets into AMOG, and in turn bump IVZ asset value by $1bn USD / $1.5bn AUD.
    DYOR
 
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