"the presentation again stated strong margins, all I care about"
We know the input cost for the power, 2024 is 0.153RM/kWh = US$0.032
FeMn 3,000 kWh = US$96 /tonne
SiMn 5,000 kWh = US$160
FeSi 8,000 kWh = US$256
SiMet 13,000 kWh = US$416/tonne
If other inputs are down then as long as OM Sarawak pays the same as other suppliers then OMH will be the most profitable.
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