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.
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