no buying support, page-6

Loki, I actually agree with you s/t on PON.
If I didnt explain myself properly what I meant was I believe PON will go up m/t as inventories decline H1 next year. Until the down cycle starts PON will probably fluctuate between us$13.50 and 15/lb is my guess.
It would seem that the theory that cost of Nickel pig, our competitive substitute, actually has put a floor under the PON and it shouldnt drop below that point or pig becomes a loss maker. This artificial floor under PON plus qstns about Ni pig quality in SS usage leads me to theorise that LT our mkt is relatively secure until they can devise a superior substitute.
Lots of speccies out there that look interesting, but not many with the mgt expertise of MCR and thats what I bought into years ago.
Good luck to us all in our varied choices and thanks for your reply.