Om Holdings Ltd. · ASX:OMH
Om — Commodity Trading Week APAC 2025
11 slides from Om's conference presentation, February 2025
Slide 1: Small Giants, Global Players: Overcoming Trade Finance Barriers for SMEs
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa SMALL GIANTS, GLOBAL PLAYERS: OVERCOMING TRADE FINANCE BARRIERS FOR SMES February 2025 • Commodity Trading Week APAC • ASX: OMH | Bursa: OMH (5298) • Stanley Liu, Director – Corporate Finance
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: A Manganese & Silicon Company
3 A MANGANESE & SILICON COMPANY Manganese and silicon smelting company, with vertical exposure in mining and trading 350MW sustainable hydro-power Dual listed on ASX and Bursa Malaysia, unique exposure Lowest cost quartile smelter complex in Sarawak, the largest of its kind in Asia (ex-China)
Slide 4: Geographical Presence
4 GEOGRAPHICAL PRESENCE Office Shanghai, China Office Tokyo, Japan Samalaju Smelting Complex, Sarawak, Malaysia Products: • Ferrosilicon (Silicon Alloys) • Manganese Alloys Tshipi, South Africa • Silicon Metal • Manganese ore • Sinter ore Office Singapore Bootu Creek, Australia • Ultra-fines product
Slide 5: Well-Invested Asset Base
5 WELL-INVESTED ASSET BASE Cost competitive resource asset, leveraging on management know-how Raw Materials Power Smelting • Ready access to raw material sources for • 350 MW hydroelectric power supply from • Malaysia becoming the world’s new quartz and reductants Sarawak Energy supplying 100% of to
Slide 6: Our Products
6 OUR PRODUCTS Critical alloying element to steel with a diversification into electronic, chemical and solar industries Manganese Ore Manganese Alloys Silicon Alloys Silicon Metal Manganese is the 4th most Main alloying element - Manganese Main alloying element – Silicon 99% Pure Silicon consumed me
Slide 7: Smelting: Raw Materials to Critical Additives
7 SMELTING: RAW MATERIALS TO CRITICAL ADDITIVES Manganese Ore - Mn High Purity Quartz - Si Products Manganese Alloys Ferrosilicon Metallic Silicon Customers Steel Mills Foundries Chemicals / Solar / Electronics
Slide 8: OM: Outlook of Banking and Financing Risk Appetites
8 OM: OUTLOOK OF BANKING AND FINANCING RISK APPETITES Key themes (and challenges) that impact banking and financing risk appetites Sector review (Steel) Sector review (Mining) Sector knowledge and interest MNC SME TARIFFS Size of business ESG requirements and ratings Geopolitical impact Image source
Slide 9: OM: Outlook of Banking and Financing Risk Appetites
9 OM: OUTLOOK OF BANKING AND FINANCING RISK APPETITES OM’s banking needs are centered around 5 product categories, and across the local geographies that we operate in FX Exposure Cash Management Trade Finance Loan Financing Other Products Management Main cash management Sight and usance LCs: Key loc
Slide 10: De-Risking Trade Finance
10 DE-RISKING TRADE FINANCE Review the overall reliance on liquidity and credit from banks and FIs, and diversify the needs towards other stakeholders in the value chain. This is especially important for SMEs. Traditional Banks, FIs Credit, Liquidity and Risk Management Products Quartz, Manganese Or
Slide 11: OM Holdings Limited
11 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA