BFS2 will be as underwhelming as the first. That’s more than obvious from results to date. Reserve may go to 43/45mt from 33mt imo ie is very small reserve. However that would be best case imo.
IRR and NPV should be based on $8 Ni sulphate to get a real indication of the metrics. With that in mind IRR currently 12/13% on $8 Ni sulphate moves to 15%/16% maybe and NPV $350m US to $450m/$500m US is my ballpark.
No mining gibberish will change that.
Cathode materials competition, page-55
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