I was in two minds about whether to post this or not, but I figure I may as well. Its second-hand and could be biased by the individual's personal feelings about the company, so as always take with many a grain of salt:
So, one of my close relatives had a conversation recently with a former mining colleague who later went on to work with AVZ Minerals. Though not working there now, that individual said that AVZ were slowing their management operations down to focus on the legal/arbitration challenges, as "things weren't looking good". They said he didn't seem convinced of a positive outcome.
I'm not going to put his name out there as I wasnt the direct recipient and dont have have permission to do so. Given he is no longer employed there this could be just what he is picking up from former colleagues, or an expression of his own thoughts. It was also prior to the acceptance of the ICSID registration which as many of us think is likely intended to force a negotiated outcome.
Food for thought anyway, and don't shout me down for it. Just passing on for awareness, as it's about as close to a licensed taxi driver as I'm likely to get.