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Message: Moly vs. Nickel
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Moly vs. Nickel

posted on Jun 03, 08 10:03AM

Looking at moly and nickel charts both used in steel making, there some interesting patterns. While Moly has steadily grown over five years and now is holding steady nickel has risen and showing patterns of falling.

My inference is that there are more substitutes for nickel than there are for moly. Example Lithium ion battery has given Ni-Cd a total run for the money.

Having mentioned the above I strongly believe just sustained price or further increase makes Bard a strong play. Any comments?

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