Nickel77,
I agree, sticking to the facts is a proper way to look at things. And you are right; LBE has to perform to pay off the debt. That’s the first time I have heard you admit it. IMHO, without very high Nickel prices, LBE does not stand a chance. Even then its touch and go.
As I said many times, everything has to go just right and only small things go wrong to derail any chance at profitability. Missing 23% of production like back in April will certainly do it.
Cheers
ebf