The June Quarterly can't come quick enough. Somebody has been accumulating over the past weeks, they must feel confident that the June Quarterly and 1/2 year Financial report will be exceptional.
The Qtrly report will be interesting. I've looked back through past Qtr reports, the March Qtr was the first Quarterly report where the manganese alloy sales surpassed the Qtrly production. This may happen again this Qtr as there are 13,000 tonnes of manganese alloys in stock at the start of the Qtr. Mn alloy production should be 64,000 tonnes, ( 37,000 tonnes SiMn and 27,000 HC FeMn)
Ferro silicon production should be close to 52,000 tonnes and theres the opportunity for considerably more in sales as there is currently about 40,000 tonnes in stock at the start of the Qtr.
The earnings for OM Sarawak will be substantially more than last years 1/2 year Financials as the sales will be 10%+ more, and sales prices are also higher on average.
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