Putin's ambitions in Ukraine will not go away.
The Ukraine Governments need to defend itself will not go away and its desire to become part of the European Union will only increase.
Middle East problems will not go away. Demand for weapons will not go away but will increase.
If you can't see a huge conflict coming in the world in the next few years then you are not watching world events or just like to ignore history.
India's growing economy will not go away. We could see a rapid growth come out of there like we have seen in China.
If you think China demand is finished too, think again, the Chinese economy will continue to grow albeit at a lesser level.
Nickel demand is also cyclic and will go back to a high cycle.
In regards to the Australian nickel sector: "The shrinking of the sector is predicted to slow again in the 2014/15 period to only 3.9 per cent before it records its first positive movement since 2010/11, registering a 2.1 per cent improvement in 2015/16.
This upwards trend will continue for the next few years, with a 3.3 per cent increase in 2016/17, a 4.7 per cent increase in 2017/18, and a larger 6.3 per cent increase in revenues in 2018/19." http://www.miningaustralia.com.au/features/the-2015-metals-outlook-series-nickel
Overall trend – After last year’s false start in which nickel ran up to $21,625 per tonne from around $13,300, prices have pulled back aggressively to a low of $14,625. This took prices back to the upper levels of the base that was established in the second half of 2013. We would expect this base to provide strong support - the fundamentals are set to improve this year, although with more than 400,000 tonnes of nickel in LME-bonded warehouses there will be no shortage per se although the metal in warehouse will not necessarily be for sale at current price levels. Still, there are no dominant holders of the warrants. Given the sharp rally and the slump in prices, we would imagine the investment community and consumers will be nervous about positioning themselves too early so we would not be surprised by a gradual price recovery initially that could gain momentum as confidence returns. - See more at: http://www.fastmarkets.com/base-metals/nickel-analysis-forecast-q1-2015#sthash.mxep9WVX.dpuf
Saying that positive posts about nickel price increases are all "hype" is a little harsh IMO.
The upshot is, if you think nickel prospects are so bad why have you got a buy sentiment, and why do you hold shares in AVQ?
Cheers
AVQ Price at posting:
27.5¢ Sentiment: Buy Disclosure: Held
