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@Producer_Meagan @rosscoulthart Awesome thanks Meagan 🙂

@JSAUSUAP @rosscoulthart He touches on this in the Q&A

What questions do you have for @rosscoulthart this week? Send them to me here or to our email: realitycheck@newsnationnow.com -- recording the Q&A tomorrow!

@AugustCohen4 @masdragus @DominicFurfaro @Rationa55373281 @TwoGermanOne Can’t say it’s a shock with the current administration in power in the US, that American interests would attempt to bully and gaslight $AVZ SHs into a sucker deal with vague threats of “the nuclear option”. Disappointing

@masdragus @DominicFurfaro @Rationa55373281 @TwoGermanOne The rest was too harsh. So, let's just do the beginning of it: "AVZ retail has made the nuclear option the most prudent one." And I'll leave it here.

#DRC $AVZ

@AugustCohen4 @masdragus @DominicFurfaro @Rationa55373281 @TwoGermanOne You yourself put “fair compensation” for the Manono Roche Due project at USD $5-7B (75% of which is $AVZ), obviously recognising the value of the project, and asked Kobold to “do the right thing”, but now shilling for Kobold and gaslighting SHs to accept a joke of an offer

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.

@AugustCohen4 @Rationa55373281 @TwoGermanOne Lol. Bring on @icsid $avz

But AVZ is not a mining company. It owns neither a working mine nor a permit to build a mine. All AVZ will likely own is a potential arbital claim. Given these reasons + country risk KoBold is offering what it considers to be fair value for AVZ's claim. It appears the only reason a deal hasn't been made is the anger and recalcitrance of retail AVZ investors. That said, the DRC gov't is not going to wait forever for this situation to resolve itself and has several more cards to play to force AVZ + China's hands - even if it wins in arbitration. Something I'll just term the nuclear option. The clock is running out for AVZ to make a deal with KoBold before the DRC gov't moves forward with the nuclear option. For all involved, I pray it doesn't come to that.

$AVZ

$AVZ

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.

@michaelshermer Have you considered interviewing high-level individuals like @jaystratton who claims to have personally seen non-human beings?? You only seem to interview UFO journalists

New head of NASA says there's no evidence of ET on Earth, but hey, maybe he's in on the conspiracy like the 563 other government agents & politicians who also said they found no evidence of aliens. How long can the ETI grift go on? Years more, probably decades. It's a religion.

@dancewcswing @EdKrassen TDS - Trump Dickriding Syndrome

@EdKrassen TDS: A psychological or emotional state in which an individual’s loyalty to Donald Trump overrides their critical thinking, moral consistency, or acceptance of factual reality-leading them to excuse, justify, or deny Trump’s misconduct, falsehoods, or failures.

Trump Derangement Syndrome was real after all — it’s just that the people diagnosing it were actually the ones infected.

@EdKrassen TDS - Trump Dickriding Syndrome Ironically used by Trump dickriders to deflect any criticism of Trump as just “derangement”

@michaelshermer @JeremyCorbell @michaelshermer why don’t you interact directly with people who claim to have firsthand knowledge of UAP/NHI like @LueElizondo and David Grusch instead of just scrutinising claims from afar and only talking to UAP journalists?? Are you avoiding them?? Why not interview them?

And @JeremyCorbell immediately bailed on the show and refused to engage with a professional scientist and skeptic (me) because then the gig is up. As long as you talk to yourself you can believe whatever you want. No scientist thinks we have made contact with aliens. None.

@Jim87504388 @michaelshermer @JeremyCorbell @LueElizondo That’s just not true he’s done many podcasts and interviews with non-believers who are just inquisitive. On the other hand, skeptic @michaelshermer interacts with UAP journalists but hasn’t interviewed any whistleblowers like @LueElizondo who testified under oath about NHI/UAPs.

@JSAUSUAP @michaelshermer @JeremyCorbell @LueElizondo Lue only does podcasts that are hosted by fellow believers who won't ask tough questions.

@michaelshermer Should do a podcast with @LueElizondo and ask the hard questions

Don't be fooled by the change of language: UAP = UFO biologics = space aliens non-human intelligence = extraterrestrial intelligence The shift is meant for people to take the subject more seriously, even though evidence for said beings is no better than it was 75 years ago.

@briantylercohen 😂😂

yall bitched at me about a follow up question but now we’re gonna get the truth about aliens and UFOs you’re welcome

@AugustCohen4 @masdragus @MaxNdayizeye $avz 💀💀 if this is the viewpoint of Americans then they won’t be obtaining Roche Dure anytime soon. What a waste of time

Yes, I said this before the quite severe crisis now facing DRC. And I have said publicly and privately I'd like to see a $1.5B offer total offer that makes everyone whole - AVZ, Dathomir (Kabila), and MMCS (original owner that wrongly lost out to AVZ under Eckoff in still murky transactions). Such an offer would resolve all claims, compensate AVZ for its costs with a hefty premium on top given it no longer owns anything in DRC, and honor the sovereignty of the Congolese given this is their land. And I repeat again I do not own any Kobold equity at this time. Finally, its unfortunate some AVZ X users are offended by my commentary but I will continue to do what I've always done and share what I know from my sources re: this dispute from the viewpoint of the Americans. I continue to sincerely wish all SH's the very best!

$AVZ To be clear, these are the requested damages by AVZ, not what will actually be awarded as damages by the panels at ICSID and ICC. Indeed, its almost certainly not going to be the actual damages - as @MaxNdayizeye implies - as DRC is one of the world's poorest nations and is currently facing dealing with very violent insurrection and occupation of 5% of its territory by Rwandan forces and their proxy terrorist group, M23. AVZ is likely to win its case at the ICSID and ICC but DRC will effectively plead poverty in both forums, receive a damage that isn't anywhere close to $10b, and settle with AVZ without returning its now legally dead exploration permit.

@Producer_Meagan @rosscoulthart Can Ross comment on Obama’s comments regarding aliens. If I recall correctly Ross said a few years back that he was aware through his sources that Obama had been briefed on the UAP issue after his presidency.

Send me your questions for @rosscoulthart! We are prepping now for the next Q&A. Thank you!

@michaelshermer @PostDisclosure You should interview @LueElizondo and ask him all the hard questions

Aren't you frustrated @PostDisclosure whenever you ask all those government insiders, whistleblowers, agents & politicians "can you show us the aliens?" or "where are the spaceships stored?" the answer is always "no" "it's classified" "can't tell you here" "it's coming soon" ?

@SenorCurioATX @ChrisUKSharp @rosscoulthart lol grow up

@JSAUSUAP @ChrisUKSharp @rosscoulthart Man, give it up already. This was nothing. Obsessing over little turns of phrase and which synonym for aliens people use and all that.. it’s sad.

From Instagram.