I dont think we need the issues to be removed for the sp to rise.... even the worst case scenario applying unreasonable sovereign risk, acute taxes, Low lithium prices and still the sp should still be well north of $1 by my crude calculations
But worst case is unlikely ...
The commission on the 'issues' allows time for trust to be built between Govt and JV. Simon and Ganfeng both conduct themselves honourably. Mali is lucky in this respect
So likely issues resolved amicably keeping all parties happy and incentivised to do their best. A lot of the issues will either be dropped or offset by another financial compromise so the net outcome is zero thereby all parties look like winners. And the Govt can tell the electorate of its win and get trumpeted into office on a landslide victory.
Everyones a winner
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