Om Holdings Ltd. · ASX:OMH
Om — Q1 2024 Earnings Presentation
6 slides from Om's earnings presentation, May 3, 2024
Slide 1: OM Holdings Limited
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa May 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: Q1 Key Updates and FY24 Production Guidance
3 Q1 KEY UPDATES AND FY24 PRODUCTION GUIDANCE Temporary FeSi production at Replacement work of fabricated silicon metal furnaces to increase equipment for silicon metal furnaces Repaid US$12.3m to productivity completed in Q1 2024 Project Finance Decision to fully ramp up to Lenders Silicon metal an
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 amid a rebound due to depleted overhang and ore supply concerns Strong monthly contemporaneous Mn Ore prices surged over 35% month on month to US$5.94/dmtu as of correlation between Mn Ore and Mn April 26th following force majeure of a key glob
Slide 6: OM Holdings Limited
6 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA