Good analysis!! I also noticed the accuracy of CNJ/BAR ±35 which is too high, Ni recovery too bad....and their teams are trying to optimize the recoveries to 35%?
and CNJ/BAR operating cost is 31.8 US$/ton, equal to 31.8 US$ / 0.73 x 12.122 lb Ni = 3.59 US$/lb Ni, and your calculation is not correct IMO. (excluding cobalt credits and processing fees.)
However, CNJ/BAR have really good capex and operating cost compare with all the laterite, although it is still higher in comparison with sulphide minirization, DYOR.
Largest cobalt resource with lowest valuation, page-2465
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