Tony Silver
578 posts

Tony Silver
@TonyLithium
Relatively new to the game, so sponging up all of the great info available on this platform, invest long trade small, follow the trends.
Perth, Western Australia Katılım Aralık 2017
531 Takip Edilen274 Takipçiler
Sabitlenmiş Tweet

@DebraG_Robins Respectfully living in Australia Trump is the least of our problems when Labour are in power and I don’t fancy any other party either, weak from top to bottom! The western world would benefit from some strong leaders but unfortunately they will only come in the coming hard times
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@KiengeKki “ $AVZ still wants to win the project… or just make money?”They discovered the asset and wnted to make money while also enriching the locals which was clear in their policies but individual greed has robed both the people and avz,multinationals wil win and the greedy stay greedy
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#Lithium_Manono🇨🇩🇦🇺
Quelles stratégies pour $AVZ après la levée des mesures provisoires du CIRDI ?
Kiki #Kienge
#AVZ veut-elle encore gagner le projet… ou simplement gagner de l’argent ?
La levée des mesures provisoires par le #CIRDI change profondément la donne pour AVZ Minerals. Mais une chose est claire : la partie est loin d’être terminée.
Dans ce type de dossier, le droit compte, mais le contrôle réel se joue surtout sur le terrain, à travers les alliances politiques, industrielles et financières.
1. Poursuivre la bataille juridique : une stratégie de pression
AVZ peut continuer l’arbitrage jusqu’au jugement final.
Objectifs :
- obtenir des dommages financiers significatifs,
- maintenir une pression sur la République démocratique du Congo,
- dissuader l’entrée de nouveaux investisseurs sans accord préalable.
Limite : gagner juridiquement ne garantit pas de récupérer le projet.
2. Négocier un accord stratégique
Option plus pragmatique : s’inscrire dans une recomposition du projet.
AVZ pourrait :
- accepter une dilution de sa participation,
- intégrer un consortium avec un acteur majeur comme CATL ou un partenaire soutenu par un État,
- monétiser une partie de ses droits.
Mieux vaut une part réduite dans un projet actif que 100 % d’un projet bloqué.
3. Transformer le conflit en sortie financière
AVZ peut aussi viser un “exit stratégique” :
- indemnisation substantielle,
- règlement à l’amiable,
- cession de ses intérêts.
Une issue fréquente dans les arbitrages internationaux.
4. Activer le levier politique et médiatique
Enfin, l’entreprise peut jouer la carte de l’influence sur la communication avec une bonne équipe :
- mobiliser les investisseurs internationaux et l'opinion locale.
- alerter sur le risque pays en RDC,
- s’appuyer sur des relais diplomatiques.
Objectif : rendre son éviction totale politiquement coûteuse.
AVZ fait face à un choix stratégique central :
maximiser le contrôle… ou maximiser la valeur.
La voie la plus réaliste reste un équilibre :
maintenir la pression juridique au CIRDI, tout en négociant en coulisses un accord ou une sortie valorisée.
Ne pas lâcher… mais peut-être savoir où s’arrêter afin de faire gagner ses actionnaires.
@KoBold_Metals @MinMinesRDC @portefeuille_cd @Presidence_RDC @US_SrAdvisorAF @usa @AmbCHINEenRDC @AvzMinerals @Manonolithium @marcorubio

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@AugustCohen4 @AvzMinerals @SuminwaJudith “Kobolds fair value offer” I haven’t seen any official offer and if the rumours are true there’s nothing fair about what Kobold are trying to do. Obviously you feel differently as you most likely have a vested interest in kobolds gain at the expense of $AVZ shareholders.
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$AVZ #DRC: A critical setback for @AvzMinerals in its dispute with the @SuminwaJudith Government at the ICSID.
The ICSID no longer requires the DRC to reinstate AVZ's permit. And while the ICSID has no authority over resource permitting in any sovereign nation (including DRC), this ruling effectively means Kinshasa can do what it wants with disputed permits (which it already has been doing).
It also strengthens KoBold's hand as the primary investor the DRC gov't has contracted via a July 2025 MOU to resolve the dispute with @AvzMinerals.
That said, I need to stress this is NOT a total setback for AVZ as the ICSID has not yet ruled on the merits of this case - namely, that DRC broke its own laws by revoking Dathcom SA exploration permit for the lithium and tin fields in/near the town of Manono, DRC.
But it is a major one that @AvzMinerals management was clearly not prepared for.
I once again urge AVZ shareholders to accept reality and therefore KoBold's fair value offer so we and the Congolese can move on and develop this resource and region in #Congo.
#RDC #CriticalMinerals #FrontierMarkets
LINK: x.com/Africa_In_EN/s…
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@mineralsmindset Surly they would pay 4.4 for north Manano and lock up the high grade largest deposit for the next 50 + years? $AVZ $CATL
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CATL to pursue more upstream critical minerals projects. Where in the world will they target more supply of #lithium?
Could Aussie 🇦🇺 miners be targeted?
They have earmarked $4.4 billion for the venture.
Remember that CATL sold an approx. 4.9% stake in $PLS in early March 2023 at $4.10/share.
Currently $PLS is at $5.71.
mining.com/catl-earmarks-…
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@Fact Everything gets Harder, youth is wasted on the young….. but as you age you enjoy the small things because wisdom comes in time.
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@TurgidmiasmaASX Im just going to chill, I believe I've positioned myself well for this. I am on the fence about whether certain things will gap up and sell down.
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@AugustCohen4 @masdragus @AfricanMiners @realDonaldTrump @Presidence_RDC And just to edit on that is SHs may never vote as the top 100 will probably only be consulted, unfortunately or fortunately😅 I am not top 100 and neither are most of not all on X
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@AugustCohen4 @masdragus @AfricanMiners @realDonaldTrump @Presidence_RDC U make it out as if its up to us,its not and it’s not up to Kobold either.The board will decide with Dla piper consulting them,then if deemed fair value by them us retail SHs wil get to vote,Again regardless how Nige got his shares he has 50 mil reasons to get the best deal $AVZ
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.@AfricanMiners, hello old friend. It is always good to hear from you! I hope all is well, all things considered.
To state this clearly, @realDonaldTrump fully and completely trusts @Presidence_RDC and does not care about corruption or repression in Congo - mostly because Trump is himself corrupt and wants to be a dictator.
I repeat for clarity: Trump does not care about corruption or repression in Congo under Fatshi and fully supports his regime. He only cares that Congo makes its resources available to America to make it great again.
You must understand and accept this reality.
The only path forward to resolving the $AVZ dispute is what the Trump Admin literally told the CEO of @AvzMinerals in a recent meeting: you must sell to American investors and drop all claims in Manono.
I once again urge AVZ retail holders to accept these realities and accept the only offer that is on offer from the Americans.....before it is too late.
AfricanMining@AfricanMiners
@AugustCohen4 @ShireofShires @RioTinto @Presidence_RDC Mr Cohen, If @Presidence_RDC cared about the Congolese —he would have acted 5-years ago re: $AVZ #ManonoLithoum Project. Tshisekedi does not. Corruption (with Chinese money) means #ICSID is the only path left for $AVZ. Who blinks first? @AsstSecStateAF
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@tommyr345 Tone is always hard to tell with text but I get the feeling there is great enthusiasm and enjoyment when you write this!😵💫the energy you have put into this will be returned in spades, I genuinely wish you luck
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Zijin Mining to export lithium from Manono in June in partnership with Cominiere & DRC government - this is the giant lithium deposit de-listed Australian miner $AVZ disputes ownership of
MiningWeeklyAUS@MiningWeeklyAUS
Zijin to launch Congo’s first #lithium output in June from disputed Manono deposit ow.ly/anSe50Ye9pe
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@AugustCohen4 @emil_jens @MaxNdayizeye Nigel has jst over 50 mill shares,do U think he would decline or not disclose a fair offer if it was tabled🙄you know damn well he would but instead usual American diplomacy deployed.Business is business but $AVZ should also have the right to place Kobold along side Zijin
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To be clear, KoBold has plenty of money and it's offers to AVZ at this point have been what they are legally required to be under Australian law - "fair value" (not "commercial terms").
I would remind my AVZ friends on X that Nigel & Co must consider and disclose any such offer by KoBold per Australian securities law and failure to do so OR to turn down an offer of "fair value" could expose it to either more lawsuits by the authorities or it's current shareholders.
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KoBold Metals could face courtroom drama or prolonged legal headaches similar to AVZ Minerals' saga—if the underlying governance and corruption issues in Kinshasa aren't fully addressed. But so far (as of mid-February 2026), KoBold is deliberately structuring itself to avoid that exact trap, unlike AVZ's path.
#AVZsaga #Manonolithium #DRC #KoBoldmetals #CriticalMinerals
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🇦🇷🔋 Argentina lithium re-rating coming
With the 🇺🇸– 🇦🇷Critical Minerals agreement signed and Argentina Week massively oversubscribed, global capital is clearly waking up to Argentine lithium.
Lower country risk + secure Western offtake + funding momentum = valuation reset potential ⚡
Expect Argentina-focused lithium names to re-rate as projects move from “optional” to strategic.
#Lithium #Argentina #CriticalMinerals $LKE $LLKKF #GLN #AGY #ALB #EVs #USA #ASX #BatteryMetals #EnergyTransition #MiningStocks 🚀📈

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@AugustCohen4 What does this mean for DRC, Rwanda relationship?
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@emil_jens @lotiongang1 @FirstSquawk @BenJovi81374403 So in your opinion what’s the most probable outcome?
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@lotiongang1 @FirstSquawk @BenJovi81374403 Doubt it mate as $AVZ needs USG backing (credible DFC / Ex-Im / State Dept alignment that signals the Manono asset is geopolitically protected enough for Western capital to step in).
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@MarioNawfal Whoever redacted this name should go to prison for life and whoever wrote the email should be hung!
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@Tekeee Procreation! Look what every single animal on the planet has in common, the need and want to procreate.
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@ThrillTrades No one trusts the price of Silver,everyone expects a major pullback and have since $75 an ounce.Hence the delay in the Miners with people expecting them to be destroyed along with the POS, Miners are going to explode north now trying to catch up ⬆️
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@OutdoorFinance Everyone will tell you that you should be happy with a loving wife and kids, although an important piece to the puzzle men are happiest when they are creating something,building something which provides purpose often referred to doing something you love, 9-5s destroy creativity.
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I feel like I have lost my “spark.” I’m 31, I have a good paying job. It’s pretty stressful but I worked so hard for my degree to get here. All life seems to be is work and get a few hours at home with the wife and kid just to wake up and be gone all day again. It’s really difficult to get out of a mental rut like this. My soul craves adventure and more time with my wife and daughter.
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