Posted by sims > 2021-10-04 13:13 | Report Abuse

peace and quiet here. going to gather information and submit here

Posted by sims > 2021-10-06 09:17 | Report Abuse

the impact of china carbon neutralization policy 2060, had restricted heavy eletric industry (as they are coal powered) and thus from main producer and main exporter,and also main user of ferroalloy and ferro manganese.

export duty 25% had force china player to reduce their export.

if you look at youtube (search ferroalloy+statistic), you can see how US frkm the beginning lead as major producer and slowly china catch up and replace. the capacity of tonne also been shown.

the price of ferroalloy will keep rising until Dec 21, due to year end all gomen officer has to present their effort (emission control, which limit the heavy power consuming industry such as smelter) to region head and eventually to President.

it is possible to extend further to Feb22, as beijing winter game is coming. China had to look clear, sky must be blue and air must be clean.

these factor actually very beneficial to OMH in short term. while in long term...

Posted by sims > 2021-10-07 17:01 | Report Abuse

ukrain ferroalloy had stop production. chinese side is further lagging post golden week, return to work.

commodities price trend is still intact.
OMH probably clear debt and expand in 2022, as per investor briefing pack
dividen (30/40%) and special dividen this year, would be attact more investor.
i am looking at TP 5, then hit 7 or 8 by 2022

Posted by sims > 2021-10-12 14:30 | Report Abuse

Free Download Udemy Ferrosilicon and submerged arc furnace. With the help of this course you can A simple preview.

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Ferroalloys, by definition, are alloys of two or more metals, of which one is Iron. The U.S. Bureau of Mines defines ferroalloy as an alloy of iron with at least one other element except for carbon.

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Posted by sims > 2021-10-12 18:45 | Report Abuse

never tot Fesi price would be this high, its exceed my expectation.

need to find money to add more prior to Qr result release.