Slide 1: OM Holdings Limited ASX announcement cover letter
OM HOLDINGS LIMITED (ARBN 081 028 337) (Malaysian Registration No. 202002000012 (995782-P)) Incorporated in Bermuda No. of Pages Lodged: 9 3 May 2023 ASX Market Announcements ASX Limited 4th Floor 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam OM HOLDINGS LIMITED (“OMH”) PRESENTATION Please find at
Slide 2: OM Holdings Limited Investor Presentation May 2023
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa May 2023 • Investor Presentation • ASX:OMH | Bursa:OMH (5298)
Slide 3: 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 4: Q1 Key Updates and FY23 Production Guidance
3 Q1 KEY UPDATES AND FY23 PRODUCTION GUIDANCE A$ 0.015 dividend declared for FY2022 Temporary suspension of Repaid US$7.3m to Dividend policy formalized effective FY2023. commissioning at the first Project Finance Distribute 10%-30% of NPAT, subject to a cap of MetSi furnace, accelerated Lenders 50%
Slide 5: 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 6: Ferrosilicon Market Review
5 FERROSILICON MARKET REVIEW FeSi prices came down in Asia with weakening demand amidst elevated Chinese cost 2021 2022 2023 Q2 High power prices around the world, notably in The Russia-Ukraine conflict supported Prices were in the $1600 – 1700 China, leads to massive price spike. New power prices b
Slide 7: Manganese Ore and Alloy Market Review
6 MANGANESE ORE AND ALLOY MARKET REVIEW Mn alloy prices retraced to Q4-22 levels, despite power price increase in key production regions 2021 2022 H1 2023 Q2 SiMn prices rise significantly Ukraine was world’s second largest exporter, SiMn experienced a short rally but faster than Mn ore, conflict le
Slide 8: Key Takeaways
7 KEY TAKEAWAYS OM, now a simpler story STRONG MARGINS STABLE OUTPUT + GROWTH Heat recycling Lowest Cost Quartile Largest Producer in the Ferroalloy Smelter in the Region, with Growth and Generate more power by Region(1) Diversification Plans recycling exhaust heat Backed by low cost environmentally
Slide 9: OM Holdings Limited
8 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA