Ann: Goulamina on Schedule Post Discussions with Mali Government, page-609

You are right, the new option is the fallback solution to get around the Chinese government, without anyone's feet being held to the fire. It was stressed that the two companies worked together to find a solution so I'll believe it. The way Simon spoke about Gangfeng vs Mali government was quite clear.

So we lose 5% here, work with Gangfeng, get this mine up and running, print money and invest elsewhere. The sooner we have more going on than 1 mine in Mali the better as evidenced by this suspension. Hopefully Simon builds the company FFX was meant to be.

People here talking about how they would have structured things always seem to overestimate how much bargaining power we truly have. The right decisions now will give us that power later.