NeonLyt

645 posts

NeonLyt

NeonLyt

@NeonLyt

Investor in science, green transport and the global green energy transition, supporting a healthier planet for those that arrive after we're gone

가입일 Haziran 2022
133 팔로잉127 팔로워
🏳️‍🌈 🏳️‍⚧️ 🇵🇸 🇺🇦
When a giant mining company gives you a private jet worth over 2 million dollars. It's not a gift but a purchase of a politician but her cult are too stupid to see it.
🏳️‍🌈 🏳️‍⚧️ 🇵🇸 🇺🇦 tweet media
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NeonLyt
NeonLyt@NeonLyt·
@essendonfc Zaharakis goal on the siren 2009, epic match, almost broke my voice box… time for another one? Great to see the boys enjoying their footy, it’s been a shit time, but it sure is amazing what a little bit of self belief can do, rip it up boys.
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Jonathan Walsh
Jonathan Walsh@JonathanJWalsh·
Darcy Parish was the first player out post match. He signed autographs for every single Essendon fan that waited. Didn’t miss a single one. Bleeds red and black. Great to see him back in form. Makes us a better footy team.
Jonathan Walsh tweet mediaJonathan Walsh tweet mediaJonathan Walsh tweet media
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NeonLyt
NeonLyt@NeonLyt·
@AugustCohen4 @masdragus @DominicFurfaro @Rationa55373281 @TwoGermanOne It’s sure looked and smelled like a mining company when the DRC and Cominiere were taking millions of USD$ in payments from $AVZ, in fact they were asking their ‘mining’ partner for a loan due to ‘liquidity constraints’, but it sure is convenient to say they’re not now.
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August V
August V@AugustCohen4·
Actually, it's "fair value" - not "fair price". And, again, there is no mine. Nor a permit to mine (or even explore). And there is alot of bad blood (we got fucked by the Kabila people - not the Tshisekedi people - yet keep harshly attacking the Tshisekedi people). And its not 2023 or 2021 (particularly re: lithium prices then vs now). And there is an active war and occupation less than 5 days drive from Manono that is the world #3 humantarian crisis. If AVZ retail would accept these realities and focus on what is legally required - fair value - we wouldn't be arguing here on X and you'd be made whole in some manner.
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Masdragus
Masdragus@masdragus·
@AugustCohen4 @Rationa55373281 @TwoGermanOne $AVZ holds valid rights via Dathcom; DRC/KoBold deal already flagged as breaching ICSID interim orders in 24. Tribunal reconstituted Mar 26 arbitration active. No ‘nuclear option’ override international law. fair value+other suitors ✅. Clock favors rule of law, not fait accompli
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NeonLyt
NeonLyt@NeonLyt·
@KiengeKki Oh course it’s not new, that’s the way they roll, and have done for decades🤣, your Elite know this, they don’t care, so long as they benefit, personally, that’s the way it works?
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KIKI KIENGE
KIKI KIENGE@KiengeKki·
🔴🔴 #Minning_LUALABA : des chauffeurs chinois importés de la Chine🇨🇳 à la place des Congolais🇨🇩. Kiki #Kienge La société #COLINGO, active sur le site de TFM, fait venir des chauffeurs de Chine au lieu d’employer des locaux. Dans le même temps, des travailleurs congolais dénoncent le non-respect du SMIG et vont jusqu’à déposer des équipements au parquet de #Fungurume. En RDC, on marche sur la tête ? - Où est le chef de la sous-traitance ? - Où est le ministre du Travail ? - Où est la gouverneure du Lualaba ? - Où est le gouvernement ? - Où est la présidence ? Silence total pendant que les droits des Congolais sont piétinés dans leur propre pays. Ce n’est plus de la négligence. C’est de la complicité. Le Congo n’est pas une zone d’exploitation. Le peuple mérite des actes, pas du silence. @MiguelKashal @MinMinesRDC @PatrickMuyaya @MinEmploiTraRDC @Presidence_RDC @LouisWKabamba @FifiMasukaSaini
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NeonLyt
NeonLyt@NeonLyt·
@ChrisHeHim1 Back foot Barry, seriously, the party’s over, put them out to pasture, zero awareness, or anything other than funnelling cash to their mates.
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🏳️‍🌈 🏳️‍⚧️ 🇵🇸 🇺🇦
The loony right blame Albo for Trump's fuel crisis and then attack him for going to Singapore (our largest trade partner in south-east Asia worth $48bn annually) ... to secure more fuel. Beyond help!
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NeonLyt
NeonLyt@NeonLyt·
@KiengeKki But Kiki, the bribes and dirty cash to get deals done means they now do what ever they like, that’s how it works, their terms for the dirty price, can’t complain now, they are the boss?
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KIKI KIENGE
KIKI KIENGE@KiengeKki·
🇨🇩🇨🇳 #Minning_Katanga : 36 mois de travail, malade 1 jour, licencié sans préavis on lui donne 200 $. À Lualaba, un Congolais est viré par une entreprise chinoise pour avoir refusé une retenue illégale sur un jour de maladie déclaré. Trois ans de loyauté. Jetés à la poubelle. Alors oui, il a ramené le véhicule de la société au parquet. Et franchement ? Qui peut encore s’étonner de la colère ? Ce n’est pas un crime, c’est un cri de ras-le-bol. Combien de temps allons-nous accepter que certains employeurs étrangers piétinent les lois congolaises et humilient nos travailleurs ? Le Congo n’est pas une mine à exploiter sans règles. Le respect n’est pas optionnel. Kiki #Kienge
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NeonLyt
NeonLyt@NeonLyt·
@rohan_connolly He’s coughed up the ball too many times this year, he was lacking any real emotion when he high fived Edwards after his goal, he’s lacking intensity and doesn’t seem interested, we can’t compete if these guys wont. Blakiston toward or back, Wright in the ruck.
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Rohan Connolly
Rohan Connolly@rohan_connolly·
I seriously don't know what's happened to Archie Perkins, but he was invisible again tonight (8 disposals) and only once in past 24 games has he had any more than 19 touches. Don't know how that is sustainable at senior level for a player of his type, to be frank. #afldogsdons
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NeonLyt
NeonLyt@NeonLyt·
@goviex @lotiongang1 The Labour Govt. taking a fight to the CCP, that’s happening, maybe Dan can help, he works for them now
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nakaba chimura
nakaba chimura@goviex·
Very well said and thorough analysis And I totally agree it’s been stolen from the AVZ shareholders and have no idea why the Ausie government has not stepped in and fight for them
Dwayne Sparkes@sparkes_dwayne

Saw this article today on the Manono North Deposit and just couldn’t help myself but to make comment. I'll also give my opinion on the deposit as I've had a few people ask for it. Firstly, the deposit was stolen from AVZ shareholders. I hope AVZ holders get what they deserve for this deposit and it's absolutely pathetic by the Australian government to sit idle. Lots of hard earned Aussie dollars were put into exploring and developing the orebody and the government stays silent? This orebody needed to stay under the one company in order for it to achieve its maximum potential. Zijin gained control of what is now known as Manono North which predominantly consists of the The Carriere de l’Este Pegmatite, often referenced as the CDL Pegmatite. I do think it's the inferior part of the orebody. It's lower grade than the Roche Dure Pegmatite (not in Zijin's control and to the south) and from an early stage, it seems its metallurgy wont be as good. Personally I think splitting the deposit up was also a technical mistake. I think it was important from a metallurgy point of view to keep the both the north and south together. The article states that the Manono North mine will produce up to 130,000 tonnes of LCE per year. I’d argue it won’t be anywhere even close to this. 40.4/(0.82*6) = 8.2 tonnes of SC6 per tonne of LCE. 130,000 * 8.2 = 1.06 million tonnes of SC6. 6/(1.58*0.7) = 5.43 tonnes of 1.58% ore needed per tonne of SC6. I’ve used a very generous recovery rate of 70% and you’ll see why it's generous later. 1.06million tonnes * 5.43 = 5.75Mtpa This seems doable but the problem is, I don’t think Manono North is going to produce SC6 looking at historical met work and its grade. I think Manono will join the same club as LTR, PLS, MIN, in terms of recoveries. It’s not Greenbushes. I think it will produce somewhere around SC5.2. 40.4/(0.82*5.2) = 9.47 tonnes of SC5.2 needed per tonne of LCE. It becomes very different when you plug this in. So they are going to need far more than the 850kt of concentrate as stated within the article to produce those 130kt of LCE. At the time Zijin took control of the north section, the resource was entirely inferred. This is understandable given the lack of drillholes and met work that had been undertaken (AVZ were mainly focusing on the south and doing a great job). I could be mistaken, but I haven’t seen anything via satellite (generally signs of drillholes are easily identifiable) that suggest Zijin has done further work to progress the deposit from Inferred to indicated or measured. So there's a decent chance that the proper work hasn't gone into understanding CDL and it's getting rushed. One thing that is important to understand is that size of the deposit just one of the many criteria which should be used to rank a deposit. If the deposit is larger than 90-100Mt, I’d say it gets less and less important. Grade and metallurgy become king. So, Manono North is large, but lets talk about its grade and metallurgy. I dug into historical metallurgy testwork undertaken on the CDL pegmatite and it was average. I can’t find any flotation testwork done on CDL specifically, but the DMS testwork gave 55% recoveries for 5.6mm size and 66% for 3.35mm size. But here's the issue, the head grade used in these tests was 2.37% Li2O. The average grade of the deposit is 1.58% Li2O … What happens if you plug in the average grade of the deposit? So that rules out it being purely a DMS deposit and flotation will be required. Here’s some info from an old post on DMS and flotation from an older post of mine: x.com/sparkes_dwayne… So they’ll need to float it which means higher CAPEX and OPEX. There is some flotation test work done on the pegmatite to the south so I’ll use that as a bit of a guide (It’s a rough guide as metallurgy can change rapidly over 50 meters let alone kms). It came in at 81.5%. Lab work always comes in higher. Every single time. Also it's important to note that this test work was done on a higher grade pegmatite than CDL. One example which is comparable from a testwork and grade point of view is Kathleen Valley. Manono south's testwork for flotation comes in at almost identical to how Kathleen valley’s (whole of ore flotation not DMS + flotation) did. 81.5% vs 81%. Liontown’s recovery is now at ~63% for SC5.2, 18% less than what the test work gave and not for SC6 as their test work suggested. Just an example how lab tests don't equal what actually happens in practice. Summary: So in my opinion, Manono North will be somewhat similar to another Kathleen valley or Wodgina coming online. It's grade is somewhat above average @ 1.58% and I'd say its metallurgy is average. Yes it's large, but above 90-100Mt, this becomes less important. So overall a good deposit, but it's no Greenbushes and i don't believe it will spit out the tonnes as what many are suggesting. In order to get those tonnes you're going to need an extremely large capex and i don't think Zijin will invest that much given the nature as to how they got the deposit and also the jurisdiction (unstable). Those are my thoughts on the Manono North Deposit. Cheers for reading.

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NeonLyt
NeonLyt@NeonLyt·
@JEChalmers A pineapple a week means zero in the context of this countries cost to exist, driven by Labour, the Unions and the fools that fund them. It’s like saying give me $20k a year, and I’ll give you $50 a week, a turd painted gold is still a turd.
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Jim Chalmers MP
Jim Chalmers MP@JEChalmers·
1 year ago today the Liberals confirmed they‘d vote against Labor’s tax cuts for every taxpayer. Australians would be $50 a week worse off if Angus Taylor had his way on repealing Labor's tax cuts and cost of living relief. Labor is delivering a tax cut this year and another next year, as well cheaper medicines and more bulk billing to help with the cost of living.
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NeonLyt
NeonLyt@NeonLyt·
@strangerous10 The fraud in the NDIS is caused by Labour, plain and simple.
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stranger
stranger@strangerous10·
NDIS Dep CEO John Dardo gives Pauline Hanson a dressing down on fraud in NDIS, & says they’re now stopping billions in fraud bcoz of Labor💥 If she wants to be schooled in another inquiry, maybe she can ask Gina to fund it rather than taxpayers? #auspol
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NeonLyt
NeonLyt@NeonLyt·
@PeteZogoulas Don’t investigate the things that make you look bad and show how you filter money to those that fund you?
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Pete Z
Pete Z@PeteZogoulas·
34 Senators voted NO to One Nation’s inquiry into NDIS fraud. Right now, the system is $52B… and it’s projected to hit $100B by 2030. And they don’t even want to investigate it. These are our tax dollars and they’re happy for it to be rorted. This is supposed to help the most vulnerable Australians. So why shut it down? @DrewPavlou
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KIKI KIENGE
KIKI KIENGE@KiengeKki·
#Lithium_Manono🇨🇩🇦🇺 Le cadastre minier exige à $AVZ un règlement pour les droits miniers liés aux permis PR4029/4030 d'AVZ Minerals Congo SARLU. Il est urgent que le Cadastre Minier de la RDC examine ses dossiers, compte tenu du fait qu'AVZ a déjà réglé cette facture. Des transactions réalisées depuis le commencement de l'année 2025, dont voici la confirmation de réception du règlement d'AVZ par la CAMI. Devons-nous parler d'une tentative de détournement ou un chantage programmé dans le dossier lithium de Manono ? Cher #CAMI, #AVZ a déjà verser la somme dans vos caisses, prière de vérifier...🙏 Voici les preuves de paiement de @AvzMinerals. @MinMinesRDC @LouisWKabamba @Presidence_RDC @emil_jens @AugustCohen4 👇
KIKI KIENGE tweet mediaKIKI KIENGE tweet media
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August V
August V@AugustCohen4·
Based on these documents, which were provided by @emil_jens, it appears (though I could be wrong) the issue isn't fraud/corruption but late payment. The docs appear to say the deadline to pay surface fees/tax was 3/31/25. But these same docs show the Mines Ministry didn't acknowledge payment (via the administrative stamp you can clearly see) until 8/14/25 - which is 5 months later. To be clear, late payment of this tax is grounds for permit revocation. In order to determine if either $AVZ or the Ministry is at fault we'd need to see more evidence - specifically: 1. Bank statement from $AVZ or whoever paid on its behalf. 2. Receipt issued by DGRAD (One of DRC's tax agencies/ministries) from CAMI. It's very possible this was corruptly handled but right now there is no evidence either way IMO and suggests the revocation was over late payment of the surface tax (a major obligation of anyone w/ this type of permit in DRC).
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Rick
Rick@colonelhogans·
Don’t care who you are or how long you’ve followed me. I’m blocking. Anthony Albanese is the calmest, level headed, diplomatic, compassionate and respected world wide PM we’ve ever had in this country. Who else is there haters? Angus fucking Taylor? STOP tearing down the PM and government this country needs! When you do tear it down, you will be the first to come on here and whinge and bitch and moan and cry. I support Albo 110%! He’s NOT perfect! But he’s the best we’ve had in decades!
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NeonLyt
NeonLyt@NeonLyt·
@Tyler83069242 @BrisMarSci @Tony_Burke it’s not a new thing, heard of an ISIS bride, or ‘skilled migrants’ to prop up votes and union membership, they’ve been letting 100,000’s of crims in for a decade. Suddenly you’re upset, must have been the I word.
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Tyler Telfer
Tyler Telfer@Tyler83069242·
@BrisMarSci @Tony_Burke So, Australia is allowing potentially wars criminal into the country. Time for labor to be thrown out of power.
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GregMarSci 💙
GregMarSci 💙@BrisMarSci·
Why are they being allowed into Australia? They have admitted to being IDF & apparently being involved in the active murder & slaughter of civilians in Gaza. How were they approved for tourist visa @Tony_Burke - they cannot possible meet the criteria relating to character?
Idea Recycling Centre@idearecyclingg

Whilst their victims are being massacred, those who were injured perpetrating the Gaza genocide are enjoying a nice free vacation in Melbourne doing Yoga, Hotsprings, Wine tasting and surfing Their victims can't even leave the ghetto

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Rick
Rick@colonelhogans·
Australians who are dragged in by Hansons lies, are as stupid as MAGA. They are so thick and illiterate to ask, what has Hanson promised Gina Reinhardt. Reinhardt gives Hanson free use of her private jet. Even to Mar A Lago and Thailand. Reinhardt has stopped funding the Liberals for One Nation. WHY? REINHART destroyed her relationships with her own kids over money. She hangs like a dag from Trumps arse. Hanson would have Australian troops in the Middle East ASAP to curry favour with Trump. Wake the fuck up you idiots!
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NeonLyt
NeonLyt@NeonLyt·
@MaxNdayizeye Great content, enjoying your opinion and ability to paint very clear pictures, let’s hope they’re absorbed by the people that matter.
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Maxime Ndayizeye, Ph.D.
Maxime Ndayizeye, Ph.D.@MaxNdayizeye·
China and the EU Are Playing Different Games in Congo — and Neither Serves U.S. Interests The United States has made eastern Congo’s stability a national-security priority: the Washington Accords, RDF sanctions, the Strategic Asset Reserve, and the push for “friend-shoring” of cobalt, copper, lithium, and tantalum all aim to break China’s stranglehold on critical mineral supply chains. Yet two of the most influential external actors in the region—China and the European Union—are pursuing strategies that frequently run counter to Washington’s objectives, often in ways that prolong the conflict rather than resolve it. China’s interest is straightforward and predatory: maintain long-term, low-cost dominance over raw material flows. Beijing already controls roughly 70–80 percent of DRC cobalt and copper production capacity and 80 percent of global cobalt refining. Chinese companies (CMOC, Zijin, etc.) move faster, accept higher political and ESG risk, and offer infrastructure-for-minerals deals that Kinshasa finds hard to refuse. When Western investors hesitate over contested permits or war-zone compliance, China steps in—witness Zijin’s rapid advance on the northern Manono lithium project while AVZ’s arbitration drags on. The result is not just market share; it is leverage. China can use export controls, debt diplomacy, or selective supply disruptions to influence DRC policy and keep prices favorable to its battery and EV industries. Instability that blocks slower, more regulated Western entry is not a bug—it is a feature. The European Union’s position is more ambiguous but equally problematic for U.S. goals. Brussels shares Washington’s desire for diversified, ethical supply chains (see the EU Critical Raw Materials Act and Conflict Minerals Regulation), but its risk tolerance is far lower and its diplomatic style far more cautious. European companies (Glencore, Eurasian Resources, Trafigura) continue to operate in the DRC, often in contested zones, preferring business-as-usual stability over decisive confrontation. The EU has been reluctant to mirror U.S.-style unilateral sanctions on Rwanda; it ended funding for RDF operations in Mozambique but stopped short of broader DRC-related measures. High ESG hurdles and a preference for multilateral frameworks (Luanda process, African-led dialogue) slow or dilute U.S.-aligned initiatives such as the Chemaf deal or aggressive enforcement of the Accords. This divergence creates a three-way mismatch: - China actively consolidates control, tolerates instability, and keeps processing onshore. - The EU hedges, prioritizes neutrality and commercial continuity, and avoids the political cost of full alignment with Washington. - The United States pushes hard for behavioral change (RDF withdrawal) and strategic reorientation (friend-shoring), but lacks the EU’s commercial weight and faces China’s speed advantage. The consequences are visible: - Western deals stall while Zijin commissions Manono North in June 2026. - Tantalite prices hit 20-year highs because Rubaya remains under M23 control. - The war economy thrives, as illicit flows benefit from prolonged uncertainty. - Kinshasa exploits the rivalry, delaying approvals (Chemaf still pending) to extract better terms from all sides. For the U.S. to succeed, it must recognize that China and the EU are not neutral bystanders or automatic allies. Beijing is a direct competitor whose interests are structurally opposed. The EU is a partial partner whose caution and commercial pragmatism often dilute American pressure. Washington’s strategy—sanctions on Rwanda, mineral partnerships with Kinshasa, Lobito Corridor investment—cannot rely on automatic European alignment or Chinese passivity. A more realistic approach would: - Accept that full EU alignment is unlikely and focus instead on bilateral deals (Burundi, Tanzania, Zambia) and U.S.-led financing (DFC, Ex-Im). - Counter China’s speed with targeted incentives (offtake guarantees, processing support) rather than sanctions alone. - Enforce the Accords symmetrically—equal pressure on FDLR neutralization and RDF withdrawal—to avoid perceptions of bias that embolden Kinshasa and harden Kigali. The Great Lakes minerals contest is not a two-player game. China wants dominance; the EU wants managed diversification; the United States wants strategic autonomy. Until Washington adjusts to the reality of those competing agendas, the window for friend-shoring will keep shrinking—while the conflict that blocks it keeps burning. @SecRubio @realDonaldTrump
Maxime Ndayizeye, Ph.D. tweet media
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NeonLyt
NeonLyt@NeonLyt·
@The_Red_Sash North will pump the bombers this year…no surer bet, kills me to say it
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The Red Sash
The Red Sash@The_Red_Sash·
North & Richmond so far in front of Essendon now…
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