I'm not sure how this global Ferroglobe anti dumping...

I'm not sure how this global Ferroglobe anti dumping campaign works but Malaysia has upped its exports to US in the absence of Russian FeSi and preceding outcome on anti dumping decision Oct 9. I'd expect better margins for this and a vacuum of supply that needs filling post decision. Part of anti dumping takes into account government assistance which might explain tax exemptions not received and a recent tax increase (on revenue which is not that cool). Output will be back to name plate cost per tonne down due to scale I'd expect the low for net profit is in... the Russian thing will be interesting! The main reason I'm in deep in this stock is energy pricing in this world using coal energy should pay a price .... I'm yet to see this happen globally or for that matter on our pathetic market cap...as I sit and wait!