Yours margin is off mate. More info since report was prepared. 45X tax credit now in play. Panasonic deal shows they are selling at US $10k /t (and this is assumed to generally be a low point in AAM prices).
Assuming 301s still waived, and a mid-range operating cost of $7, you're looking at US$3.7k / t profit on the Panasonic offtake. Circa $5.6 AUD. If 301 tarrifs are applied this should add US$1-$2 to that margin.
Then subtract any reasonable contingency you feel comfortable with.
Novonix Research Report Feb 2024, page-10
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