Ann: Media Release Sarawak Higher Q3 21 Production, page-86

Its obvious that the market hasn't picked up on the announcement about the two ferrosilicon furnaces being converted to silicon metal. What is interesting to note is that OM Sarawak could become the major supplier of silicon metal into the USA.
OMH could qualify as a new supplier review since it wasn’t in production during the time of enquiry into the Malaysian dumping case as there are penalty duties on Malaysian silicon metal imports—12.27% for PMB Silicon and all others.
With OMH converting two ferrosilicon furnaces to silicon metal at Sarawak, the Malaysian smelter will probably have production to sell in 2022. Being such a power intensive product it means that the price will stay elevated, plus OMH will have 12.27% advantage over other Malaysian producers.
How many investors realise this ????? None I'll bet.