Cost per tonne of nickel to be produced, the SMY deal looks...

Cost per tonne of nickel to be produced, the SMY deal looks attractive - particularly if they pull it off with no further share issues. SMY also desperately needed some exploration upside, which comes with the new mine.

In my view, MCR was a very good short term buy when it broke the down trend line about a week ago (tried to buy some but missed). Long term not sure, but it doesn't look overvalued on fundamentals.

Grigor favours IGO as the best nickel value around - and one should be very careful before choosing to disagree with him.

Cheers

Rosco