Om Holdings Ltd. · ASX:OMH
Om — Investor Presentation (October 2022)
9 slides from Om's investor presentation, Oct 28, 2022
Slide 1: OM Holdings Limited ASX Presentation Announcement
OM HOLDINGS LIMITED (ARBN 081 028 337) (Malaysian Registration No. 202002000012 (995782-P)) Incorporated in Bermuda For personal use only No. of Pages Lodged: 9 28 October 2022 ASX Market Announcements ASX Limited 4th Floor 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam OM HOLDINGS LIMITED (“OMH”)
Slide 2: Quarterly Investor Presentation Update October 2022
1 OM HOLDINGS LIMITED For personal use only Australia • China • Japan • Malaysia • Singapore • South Africa October 2022 • Quarterly Investor Presentation Update • ASX:OMH | Bursa:OMH (5298)
Slide 3: Disclaimer
2 DISCLAIMER For personal use only 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 inve
Slide 4: Q3 Key Updates and FY22 Production Guidance
3 Q3 KEY UPDATES AND FY22 PRODUCTION GUIDANCE OM Sarawak Acquisition: For personal use only 14th June: Signed conditional Share Purchase Agreement Repaid US$6.5m Scheduled major to Project maintenance on All conditions precedent satisfied as of 15th September Finance track Transaction closing date b
Slide 5: Development Plan 2022 & Beyond
4 DEVELOPMENT PLAN 2022 & BEYOND Sustained 12 furnace output through end of 2021, major developments for 2022 For personal use only Pre-COVID 2021 2022 Future Conversion + Maintenance Fesi 10 of 10 ~6 of 10 4 to 6 furnaces 6 of 6 230ktpa 120ktpa 110-130ktpa 130-140ktpa 65-70 mt / day Mn Alloys 6 of
Slide 6: Ferrosilicon Market Review
5 FERROSILICON MARKET REVIEW Price correction leads to 21% quarter-on-quarter Chinese production cuts For personal use only 2021 2022 H1 2022 Q3 High power prices around the world, notably in Russia was the world’s second largest Prices decreased and stabilized China, leads to massive price spike. N
Slide 7: Manganese Ore and Alloy Market Review
6 MANGANESE ORE AND ALLOY MARKET REVIEW Supply remains uncertain with prices supported at higher level For personal use only 2021 2022 H1 2022 Q3 SiMn prices rise significantly faster than Mn ore, Ukraine was world’s second Prices decreased in Q3, driven by traditional correlation breaks down with h
Slide 8: Key Takeaways
7 KEY TAKEAWAYS OM, now a simpler story For personal use only 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-yea
Slide 9: OM Holdings Limited
8 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA For personal use only