RE:RE:RE:THE ONLY 3 VARIABLES THAT MATTER....If you happen to have a spreadsheet with that, I'd love if you could put it up on OneDrive or Google Sheets or something and share it.
Looking over your numbers, I think there are two big things I disagree with. Firstly, you have Caribou continuing for the next ten years. I'm not sure why you would make that assumption - I was under the impression that Caribou was largely mined out. As per https://trevali.com/site/assets/files/7403/caribou-ni43-101-technical-report-2018.pdf, the expected LOM was essentially 2022, with 2023 and 2024 representing significantly lower amounts. Secondly, the AISC you have for Caribou especially, seems way lower than I would expect. You have Caribou AISC at $1.2, whereas the Q4 AISC for Caribou was $1.41 - although, that bein said, the average for 2021 was $1.16, which is in-line with your estimates.
I'd be curious to see what the numbers are, if you were to cut off all revenue from Caribou after 2023, and increase Caribou AISC to $1.3/lb.