Easy conservative estimation is 5 mths of operations for 2nd half 2021.
full year production at 360000 tonnes. 5 months is at 150000. Half of it is on spot. 75000.
assuming average spot margin is 1500 for ferrosilicon and silicomanganese combined. That makes it 110million thereabouts for gross earnings.
then u can make an easy 600 or 700 margin assumption for the contracted volume, or half of the spot margin. That would give u about 50mil gross earnings.
so 160mil usd gross earnings for 2nd half 2021. Its pretty conservative, but its probably around there. Still very good btw.
2022 will see contracted prices at these ridiculous margins.
"Dark Horse" Spot Silicon Manganese Soared 12.28% This Week, page-258
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