RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:$60 mil debt retired for $45 mil cost no extension Okay, so no model with all the assumptions for all the commodities. I wouldn't be so harsh on nbf forecast of $230. If he's still using $10 or $11 ni in his model, plus tweak assumptions for cobalt and fertilizer, plus suck out some more stock based compensation and add in higher costs for fuel and 230 is not outrageously out of line with corporate sensitivity chart. Now consider what "adjusted" ebitda might mean to sherritt vs what nbf considers ebitda. The chart properly highlights the extreme sensitivity to Ni price but doesn't pretend to forecast 2022 ebitda at 302. I do not expect a reply to my question to the nbf analyst because it looks like a stupid question. (adjusted for whatever) at
Ernieandbert wrote: Exactly. Right there for all to see. You don't even have to do the work and create a model ( which I did before they published their sensitivity table here).