OMH 4.44% 47.0¢ om holdings limited

Ann: USD120M Offer to Acquire 25% Interest in Malaysian Entities, page-84

  1. 1,106 Posts.
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    probably a month or so before indias production of ferroalloys get reduced. Shortages of electricity throughout the country in india since middle of april. Ferroalloys being such a consumer of power. Its likely that some production will be taken offline with lower prices. Marginal producer of silicomanganese is indian exports.

    High cost electricity + ship and land transfer all the way from india will likely make their exports to south east asia (OMHs main market) too expensive
 
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