no rebouund in nickel

Potential buyers of AGM have already decided this is the case it seems.

"Commonwealth Bank of Australia analyst David Moore said nickel markets are becoming a little less confident about an expected rebound in demand from the stainless steel industry over the coming months."
http://money.cnn.com/news/newsfeeds/articles/newstex/AFX-0013-21037710.htm

David Moore, from Mincor is saying the opposite.
http://news.brisbanetimes.com.au/mincor-on-track-with-two-new-mines/20071112-19mp.html

Which David Moore is right- one involved in the industry, or who sits in s Sydney Office?