chinkiat

Some good points. I was interested because I snapped up some MLX recently. They have been hampered by poor management recently but they have stated they are upgrading their facilities at Renison. The West Coast of Tassie is a dump (and i'm originally from Tassie) so I would still be concerned on getting workers and the cost if there is a bidding war. With AGM more estalished MLX might have to throw some extra coin at their workers. Neverthless AGM's low cost of production should cover any additional expenses.

I would also watch LME nickel as it is increasing virtually every day. Nickel price is holding up well considering. Stocks might turn as you say with the new season.