Could it be the DRC Gov need to wait on the MMSC outcome to ensure when they cut up the Manono pie, it is done once and only once? Would the Gov not want to make 100% they hold the percentage they want and no surprises? All other ICC cases on equity are between AVZ, Zijin and Dathomir, so IMO once ICC ruling is out on MMSC then there should be no reason a final deal can be cut with AVZ. Anything around 80% AVZ and 20% DRC Gov would be a good outcome.
However the reverse may apply to AVZ after agreement struck with Gov, how much of the equity AVZ hold in Dathcom could be at risk from Zijin and Dathcom? One would think very small risk of loosing anything on the Zijin and Dathomir fronts, in fact there should be damages awarded to AVZ IMO, but we are not there yet.