LBE.v is my nickel play. I own less BMC.v. I heard rumors of hedges on BMC that could limit the benefit of recent nickel prices. Notice BMC keeps talking about production but we haven't seen the P&L since they started receiving their share of the Australian mine.
Nickel is indeed so short in supply that it appears more fireworks could happen. I think zinc is the best bet for the medium term but there is far more supply available for zinc.
News 
Market Data 
Discover 
