Om Holdings Ltd. · ASX:OMH
Om — Earnings Presentation (February 2023)
8 slides from Om's earnings presentation, February 2023
Slide 1: OM Holdings Limited
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa February 2023 • OMH Investor Relations 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: Q4 Key Updates and FY23 Production Guidance
3 Q4 KEY UPDATES AND FY23 PRODUCTION GUIDANCE OM Sarawak Acquisition: MIDA 2nd 5 year Scheduled major 14th June: Signed conditional Share Purchase Agreement tax incentive: maintenance & 15th September: All conditions precedent satisfied Expect to fulfil MetSi conversion 6th December: Completion of a
Slide 4: Major Development Plan 2023 & Beyond
4 MAJOR DEVELOPMENT PLAN 2023 & BEYOND Maintenance works continue in 2023, working towards silicon metal commissioning 2022 2023 Conversion + Maintenance Future Fesi 4 to 6 furnaces 5 to 6 furnaces 6 of 6 65-70 mt / day 110-130ktpa 110-130ktpa 130-140ktpa Mn Alloys 4 to 6 furnaces 5 to 6 furnaces 8
Slide 5: Ferrosilicon Market Review
5 FERROSILICON MARKET REVIEW FeSi prices flat in Asia as demand remains weak amidst elevated Chinese cost 2021 2022 2023 Q1 High power prices around the world, notably in The Russia-Ukraine conflict supported To date, prices have been flat China, leads to massive price spike. New power prices briefl
Slide 6: Manganese Ore and Alloy Market Review
6 MANGANESE ORE AND ALLOY MARKET REVIEW Nascent recovery in Mn alloy prices suggest destocking may be near end 2021 2022 2023 SiMn prices rise significantly Ukraine was world’s second largest exporter, conflict SiMn prices in steady decline faster than Mn ore, traditional led to temporary rise in pr
Slide 7: Key Takeaways
7 KEY TAKEAWAYS OM, now a simpler story 1 3 Lowest Cost Quartile Largest Producer in the Ferroalloy Smelter in the Region, with Growth and Region(1) Diversification Plans Backed by low cost environmentally Prioritize diversification to silicon friendly hydro power from a 20-year metal targeting rene
Slide 8: OM Holdings Limited
8 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA