The reason of severing 5% of the project to GF could be quite tricky. It certainly is negative to Leo considerring the discussed implications. There is a chance that, Leo needs GF to do some dirty work which cannot be surfaced publicly. As some HC fellow posted the article about Mali's new minister and the likes may be awaiting some sweet lubricant, which Simon and the board cannot be involved but doable by GF, Leo needs to compensate GF for the more or less risk they bear. So, IMO better not to push Simon too hard on this topic if you feel that's the possibility.
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