Hi El,I am not totally bearish on the nickel price except for...

Hi El,

I am not totally bearish on the nickel price except for today only , like everybody else is today...lol

No, you are right the nickel price will stay high for some years to come, but not where we are now imho.

The figures for JBM I got from Aegis research and are probably a little conservative.
Still it will not change my view on JBM for now as I like to see production now and not to keen to have it 1 year or more away.

MCR for that reason is still great and probably SMY to an extend.

Now we have to see how long the negative sentiment of the Nickel price is going to last.
We both know that it probably will blow over soon.

jojo