captain"The ferrosilicon aquisition when complete will lower...

captain
"The ferrosilicon aquisition when complete will lower costs considerably and something the market hasnt factored in at all"

I cant see why. It is a separate company directly owned by CMC. They will make their own profits. They should not be discounting their FeSi to any separate company. It will guarantee supply at least up to phase II.
It is also about 700 km away from the Mg plant, so I would assume they would not source all from that plant, but buy fom nearer plants at times.