Om Holdings Ltd. · ASX:OMH
Om — Investor Presentation (August 2022)
10 slides from Om's investor presentation, Aug 10, 2022
Slide 1: ASX Announcement: OMH Investor Presentation
OM HOLDINGS LIMITED (ARBN 081 028 337) (Malaysian Registration No. 202002000012 (995782-P)) Incorporated in Bermuda For personal use only No. of Pages Lodged: 10 10 August 2022 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 Presentation August 2022
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa rsonal use only August 2022 • 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 rsonal use only information that an investor s
Slide 4: Key Updates and FY22 Production Guidance
3 KEY UPDATES AND FY22 PRODUCTION GUIDANCE OM Sarawak Acquisition: 14th June: Signed conditional Share Purchase Agreement Repaid US$6.5m Became Shariah to Project rsonal use only Conditions precedents to be completed by 15th September compliant Finance Transaction closing date being 60 days after la
Slide 5: Development Plan 2022 & Beyond
4 DEVELOPMENT PLAN 2022 & BEYOND Sustained 12 furnace output through end of 2021, major developments for 2022 Pre-COVID 2021 2022 Future Conversion + Maintenance rsonal use only 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 6 ~6 o
Slide 6: Our Sustainability Journey
5 OUR SUSTAINABILITY JOURNEY Clear focus with major targets set for 2022 and beyond rsonal use only Environmental Social Governance • Comply with Malaysian Ambient Air • Commit to zero workplace fatality • Establish Supplier’s Code of Conduct Quality Guideline • Achieve ISO 45001 by FY2023 • Audit 5
Slide 7: Ferrosilicon Market Review
6 FERROSILICON MARKET REVIEW Price surge and normalization with new Chinese power policies 2021 2022 H1 2022 Q3 rsonal use only High power prices around the world, notably in Russia was the world’s second Global slowdown and China, leads to massive price spike. New power largest exporter of ferrosil
Slide 8: Manganese Ore and Alloy Market Review
7 MANGANESE ORE AND ALLOY MARKET REVIEW Supply remains uncertain with prices supported at higher level 2021 2022 H1 2022 Q3 rsonal use only SiMn prices rise significantly faster than Mn ore, Ukraine was world’s second Global slowdown and traditional correlation breaks down with higher margins. large
Slide 9: Key Takeaways
8 KEY TAKEAWAYS OM, now a simpler story 1 3 rsonal use only 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 meta
Slide 10: OM Holdings Limited
9 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA rsonal use only