Om Holdings Ltd. · ASX:OMH
Om — Investor Presentation (February 2023)
9 slides from Om's investor presentation, Feb 2, 2023
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 2 February 2023 ASX Market Announcements ASX Limited 4th Floor 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam OM HOLDINGS LIMITED (“OMH”)
Slide 2: OM Holdings Limited Investor Relations Presentation
1 OM HOLDINGS LIMITED For personal use only Australia • China • Japan • Malaysia • Singapore • South Africa February 2023 • OMH Investor Relations Presentation • 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: Q4 Key Updates and FY23 Production Guidance
3 Q4 KEY UPDATES AND FY23 PRODUCTION GUIDANCE OM Sarawak Acquisition: MIDA 2nd 5 year Scheduled major For personal use only 14th June: Signed conditional Share Purchase Agreement tax incentive: maintenance & 15th September: All conditions precedent satisfied Expect to fulfil MetSi conversion 6th Dec
Slide 5: Major Development Plan 2023 & Beyond
4 MAJOR DEVELOPMENT PLAN 2023 & BEYOND Maintenance works continue in 2023, working towards silicon metal commissioning For personal use only 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 furna
Slide 6: Ferrosilicon Market Review
5 FERROSILICON MARKET REVIEW FeSi prices flat in Asia as demand remains weak amidst elevated Chinese cost For personal use only 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. N
Slide 7: 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 For personal use only 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 t
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