I'd suggest that OMH will also benefit, maybe not as much as JMS, however the price of silicon manganese and ferro manganese have increased by US$250/tonne. I'd suggest that they'll be a huge surge in the SiMn and FeMn prices as the Ukraine which was once the largest producer outside China is completely offline. OMH is now the largest Mn alloy producer outside China and Russia.
No other stocks on the ASX will benefit like JMS and OMH and S32 from the manganese ore price rise in the short term as no other ASX Mn stocks are producers.
I doubt whether S32 will rush too hard to get Gemco back online as the SA operation will be extremely profitable at present.
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