These are just my 2 cents ... no value out of my mouth ...
At least 4 names are now known for who are trying to particpate in the Manono-jungle ... alongside official U.S. representatives aka U.S. government.
In parallel the ongoing disputes which makes it obvious in which direction the outcome will be.
In case the "Fantastic 4" are forced to speed up the discussion with DRC officials as they are in turn and a hurry to state their confidence about the M23 movements then I guess we're talking about an involvement for the RD-asset. (Keep in mind that the U.S. already helped the DRC in regards to M23 and the Alphamin Ressource in the north ... )
Everything AVZ can resist and proceed in their ICSID case will help them and the "Fantastic 4" to exceed the upcoming project when their asset is being reassigned to the origin 13359 area.
This is my view to the area where the fruits are in the ground.
Then and in parallel ... DRC stopped to sell raw material as wanted more of the fruits locally which means for our "Fantastic 4" that they have at least 2 options ...
1. Pressure for DRC is that high they will give the "Fantastic 4" a special permit to deliver raw material to e.g. the U.S. for further added value making which helps for sure Mr. MAGA. On the other side DRC is aware of this win-win situation and will get from my perspective a higher value in military support and/or in infrastructure. That is in so called short term (before ICSID decision) and finally only for RD area.
2. In the 2nd scenario, the raw material must remain in the country and be processed, which means that our “Fantastic 4” will have to think about the corresponding infrastructure on site in the medium term (without ICSID and only RD), which in my view would help the DRC much more. However, if the pressure of securing material is the main focus for Mr. MAGA, then that would also be a conceivable scenario.
Why to mention this?
This leads to the final questions to the “Fantastic 4”
- how to bring (processed/raw) material to port?
- How to get access to adequate energy?
These 2 questions are just present in my head as the group size just makes sense when there're more then just digging acctivities which are pretty easy to handle as being on surface.
So, my thinking as these "Fantastic 4” represents a kind of Dathcom 2.0 that some will focus on the energy topic, one to the transport and others to the processing/raw material ... and do not forget the Tin!
And everything above will getting even more interesting when ICSID case is closed before (hand over ML to Dathcom) or has a final outcome in favour of AVZ.
This is just my thinking ... which changes from time to time and represents a snapshot.