Om Holdings Ltd. · ASX:OMH
Om — Q2 2024 Earnings Presentation
6 slides from Om's earnings presentation, Aug 1, 2024
Slide 1: OM Holdings Limited Investor Presentation
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa August 2024 • Investor Presentation • ASX:OMH | Bursa:OMH (5298)
Slide 2: Disclaimer
2 DISCLAIMER This presentation has been prepared and issued by OM Holdings Limited ARBN 081 028 337 (“OMH”). This presentation contains summary information about OMH. The information in this presentation does not purport to be complete or to provide all information that an investor should consider w
Slide 3: Q2 Key Updates and FY24 Production Guidance
3 Q2 KEY UPDATES AND FY24 PRODUCTION GUIDANCE Hot commissioning of one silicon OMH was listed in the inaugural Repaid US$12.3m to metal furnace started on 1st July. Fortune Southeast Asia 500 list for Project Finance Full commercial production 2024 based on revenue for FY 2023 Lenders contingent on
Slide 4: Ferrosilicon Market Review
4 FERROSILICON MARKET REVIEW Prices range bound given Chinese cost, with potential catalysts from Russian output Relatively fixed input costs, China remains as marginal suppliers to the market, but 2024 may be influenced earnings correlate well with absolute by the outcome of the attempt to national
Slide 5: Manganese Ore and Alloy Market Review
5 MANGANESE ORE AND ALLOY MARKET REVIEW Mn alloy prices restabilizing after volatility from upstream ore prices Strong monthly contemporaneous Mn Ore prices closed at US$8.30/dmtu as of end June following the force correlation between Mn Ore and Mn majeure of a key global supplier. SiMn prices incre
Slide 6: OM Holdings Limited
6 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA