RE:RE:The break of 323 was very bad"Big guys like BHP holding up exceptionally well."
This is what I was suggesting a couple of weeks ago in asking how everyone is playing the near term nickel strength- BHP and Vale are both up about 10% over the last month, whereas CNC is down over 10% during that timeframe, in which we saw relentless nickel price appreciation. I've got a larger position in CNC than Vale, but starting to wish it was the opposite.
Just an obvious observation
GLTA