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22:19
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Originally posted by King87:
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here i am contributing to ur education. There arent many details on what the ferrosilicon or silicon manganese cost curve looks like, and what available information is not always accurate. However, the electricity price can give u an idea of what the curve looks like. In this case. 7 cents minus 3.2 per kwh. About 3.8 cents and the difference is likely higher than that. At 9000 kwhs thats 342usd. Or almost 30% margin if prices are at 1.3k. Which should be what the marginal producers cost is. This is ex China, as the market there seems to be getting a high subsidy.
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Tte main thing that stood out in the sms like text wall was the quoting of high school economics as being proof that the share market is wrong.
(20min delay)