Now that Dwecke is out I think I will get back in...always regarded him as a contra-indicator. And if you believe Melua's doomsday scenario you should remember this: when you expect the Ni price to decline you should SELL THE HIGHEST COST PRODUCER. That is NOT AGM. Plus AGM remains the cheapest in the sector. One more point, have a look at cobalt price....
http://cobalt.bhpbilliton.com/
Not all doom and gloom is it?