Kondisi saat ini bisa dilihat dari grafik yang ada di address: http://www.zealllc.com/2006/lmestock.htm dan comment di bawah ini. Saat ini stock dunia SANGAT kurang!!! pembangunan tambang baru untuk jadi nickel ore baru akan berpengaruh sekitar 3 tahun lagi..... paling cepat! Harga nickel akan tetap bercokol di level minimum 12- 15 USD/lbs di tahun 2007 ini!! harga saham?? bisa dibayangkan kalau keuntungan Inco naik. 40 rebu mah gampang! terlalu konservative itu. R, aGoeng
>>>>> Last month I wrote an essay on this year's amazing run in nickel. And interestingly one of the major reasons for nickel's success was attributed to the action of its LME stock levels. As you can see in the chart below, nickel stock has taken a nosedive this year. Due to increased demand and sluggish supply, warehoused nickel inventory has plummeted by nearly 90% this year alone. Throughout the year as nickel stock continued to get pilfered by increasing demand, the plunge to the 5k to 7k metric ton range gave catalyst to a sharp rise in nickel's price. And in this range standing LME nickel stock tallies the equivalent of just over one day worth of global nickel consumption! Since the beginning of this year the price of nickel has soared 157% to its recent bull-to-date high over $15 per pound. Though this latest push over $12 or so could be attributed to speculative excess, this shows that simple fundamentals, in this case alarmingly low stock levels, have enormous influence on nickel's tactical price movements. See: attachement
