mustn't have a great cost advantage with a second half...

mustn't have a great cost advantage with a second half loss. Struggling for positives here... silicon ( not confident in ability to land on time), better utilisation should add another 15-20mill...how are they going to eat into inventory? Can they use more energy than contracted.Indonesian election fell the right way in terms of new capital.. Latrobe magnesium a few years away from using a lot of our ferrosilicon. We receive another payment for asset sale 2024.....all the while US takes more and more Russian alloys.China output down med to long term, India up! Need interest rates to turn. Most major maint done. If we are truly lowest quartile why a loss at a historic price that isn't that low in the past 10years. SP trend is a piece of shite not even a director buy ffs. Rant over