Afrimintel · Province freshness · Bankability · DFI screen · Methodology · Audit Log
The province freshness surface tracks the investment-climate layer. This one tracks the asset layer — the facts a DFI actually underwrites. Each worked asset below was re-verified against current primary issuer/operator sources on the stated date. State is current where the deployed facts match the latest primary source, with any unresolved figure carried as a disclosed open item — held, never imputed. Stale-by-a-revision is the failure this page exists to prevent.
| Asset | Verified as-of | State | Basis / open items |
|---|---|---|---|
| Kabanga Tanzania · Ni | 2026-06-22 | current | Lifezone Q1 2026 results (30 Apr 2026) + Musongati exclusivity (10 Mar 2026). FID not yet taken (company guidance mid-2026); strategic process unresolved — both surfaced as open on the screen. |
| Loulo-Gounkoto Mali · Au | 2026-06-22 | current 1 open | Barrick 5 Feb 2026 FY-2025 report + Mali draft decree 13 Feb 2026. Settlement implemented; control returned 16 Dec 2025; 2026 guidance 260–290 koz. Open: settlement cash-to-state unreconciled ($253M Barrick report vs ~$430M/244bn CFA legal-analysis) — pending Form 6-K; the 2023-Code royalty split is not publicly disclosed (carried as Derived estimate, not Sourced). |
| Manono DRC · Li | 2026-06-22 | current | Status unchanged: multi-claim active ICSID arbitration (AVZ/Dathcom PR 13359); KoBold–DRC JDA (Jul 2025) contested. Live factual update: Zijin targets production from its portion mid-2026. DRC asset — data-layer/factual only, no editorial. |
| Kamoa-Kakula DRC · Cu | 2026-06-22 | current | Ivanhoe 31 Mar 2026 revised guidance carried: 2026 290–330 kt / 2027 380–420 kt (post-May-2025 seismic + flooding; "Kakula 2.0" redevelopment; optimised FS underway). DRC asset — data-layer/factual only. |
Why this matters: the failure mode for a decision tool is not being wrong, it is being a quarter stale on a fact that has moved — the production guidance that was cut, the settlement that closed, the FID that did or did not land. This surface makes the asset layer's currency auditable, and discloses the one figure still unreconciled rather than papering over it.
Scope & method — stated, not hidden. This surface covers the four worked decision-set assets, not the full ~18-dossier intelligence-grade estate; the remaining dossiers' freshness runs on the monthly / quarterly audit cadence, not this page. And unlike the province freshness page (feed-emitted, so it cannot go stale relative to its data), this is a manual verification snapshot: each "current" state is true as of the stated verified-as-of date and is re-checked on cadence — it does not auto-update. Read the date, not just the badge.