OM Holdings
Low cost electricity power
Bakun Dam Barum Dam and other dams Tropical region, a lot of captive hydropower
key word is captive hydropower that is not being used for residential or commercial activities.
Hydropower is the cheapest form of power plants available. Not easily duplicable,
Tropical regions and large rivers required,
for much of hydropower production in the world is land locked. Samalaju port is adjacent to major sea trade routes, easy access to industrial region. Displacing of higher cost indian producers, located close to the main ferrosilicon consumption regions. Total steel production in the world (1691 million tonnes) Japan (104.7 million tonnes) (3rd largest) Taiwan (23.1 million tonnes) (11th largest) China (831 million tonnes) (Largest steel producer in the world) South Korea (71 million tonnes) (6th largest)
Black Arrows from Samalaju
Red Arrow From China Ningxia region (Ferrosilicon producing region)
8500 kwh per tonne of ferrosilicon and 4500 kwh per tonne of silicomanganese. electricity heavy.
Avg cost of electricity regionally around 6 usd cents per share OM Holdings electricity cost is around 13 cents ringgit or 3.2 USD cents. Ferrosilicon major producer in China, however China has a 20% export tax on Ferrosilicon, also, Ferrosilicon in China is located in the Ningxia port, it is a 1200km distance to sea ports. Environmental crackdown ongoing in China. Low cost moat is the strongest moat around, in market downturns, market share grows and company is able to take opportunity of distressed asset sales with profit, while in market upturns, the company records increased profit and is able to grow far in excess of other market players.
Bakun Dam Barum Dam and other dams Tropical region, a lot of captive hydropower
key word is captive hydropower that is not being used for residential or commercial activities.
Hydropower is the cheapest form of power plants available. Not easily duplicable,
Tropical regions and large rivers required,
for much of hydropower production in the world is land locked. Samalaju port is adjacent to major sea trade routes, easy access to industrial region. Displacing of higher cost indian producers, located close to the main ferrosilicon consumption regions. Total steel production in the world (1691 million tonnes) Japan (104.7 million tonnes) (3rd largest) Taiwan (23.1 million tonnes) (11th largest) China (831 million tonnes) (Largest steel producer in the world) South Korea (71 million tonnes) (6th largest)
Red Arrow From China Ningxia region (Ferrosilicon producing region)
8500 kwh per tonne of ferrosilicon and 4500 kwh per tonne of silicomanganese. electricity heavy.
Avg cost of electricity regionally around 6 usd cents per share OM Holdings electricity cost is around 13 cents ringgit or 3.2 USD cents. Ferrosilicon major producer in China, however China has a 20% export tax on Ferrosilicon, also, Ferrosilicon in China is located in the Ningxia port, it is a 1200km distance to sea ports. Environmental crackdown ongoing in China. Low cost moat is the strongest moat around, in market downturns, market share grows and company is able to take opportunity of distressed asset sales with profit, while in market upturns, the company records increased profit and is able to grow far in excess of other market players.
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