If you look at the numbers in the PFS, AISC was about break even at current prices. But this was using the 20k nickel price for 3rd party feed. With reduction in nickel prices 3rd party feed costs should be reduced therefore lowering the overall cost. last time I ran the numbers it was profitable, but nowhere near the same return as what the PFS showed.
the question is, is it profitable enough to justify the capital outlay. This would entirely depend if NCM811 forecast is expecting prices to bounce or if competing battery chemistries will make current prices the new norm.
Ann: Blackstone Signs Offtake MOU for Refinery Byproduct, page-27
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