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

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?