Nickel is probably the best of all the metal commodities. The market is very tight. Good margins forcast. Voisey's Bay is going to come on stream this year. Will be low cost and a major increase in nickel production. Also just finishing the Gerau project. Not just a cyclical play, but a growth play. Good price.
Doesn't think there will be in it further offers on this. If you have an alternative investment you could go into, he would consider selling at this time, otherwise just hold.