Our neighbour Kodal's SP seems to be tracking as normal so...

Our neighbour Kodal's SP seems to be tracking as normal so they're not spooked by our situation.
Obviously, our operation is more strategically important but I would not be convinced that Mali is somehow trying to muscle LLL out: i.e. not an AVZ situation.
They still have not exercised their right to increase their stake to 20% yet, which I would expect to happen anyway down the line.

Simon hasn't lied to us yet, and going by his track record at GXY, I believe him when he says this is relating to our DSO plans - I imagine likely to do with royalties as DSO was never originally anticipated and accounted in our DFS.

How long negotiations take, I don't know, but hopefully there's a win-win-win outcome for Ganfeng, Leo and Mali.