Om Holdings Ltd. · ASX:OMH
Om — 31st International Ferro-alloys Conference (MetalBulletin, Prague 2015)
16 slides from Om's conference presentation, Nov 5, 2015
Slide 1: OM Holdings Limited Presentation (ASX cover letter)
OM HOLDINGS H LIMITED For personal use only (ARBN 081 028 337) No. of Pages Lodged: 16 5 November 2015 ASX Market Announcements ASX Limited 4th Floor 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam OM HOLDINGS LIMITED PRESENTATION PR Please find attached a copy of the presentation to be delivered by
Slide 2: Background Information on OM Holdings Limited
BACKGROUND INFORMATION ON OM HOLDINGS LIMITED OMH Holdings Limited (OMH) was listed on the ASX in March 1998 and has its foundations in metals trading – incorporating the sourcing and distribution of manganese ore products. For personal use only OMH is involved in mining manganese product in Austral
Slide 3: Sarawak Clean Energy: A New Alloy Hub
For personal use only OM HOLDINGS LIMITED Sarawak Clean Energy: A New Alloy Hub 31st International Ferro-alloys Conference MetalBulletin – Prague 2015
Slide 4: 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 5: Evolving Supply Landscape
3 EVOLVING SUPPLY LANDSCAPE The next Asian supply transformation is inevitable For personal use only Asian SiMn: Deduced Exports • China-dominated supply • Emergence of other Asia source • Potential for long-term China revokes China India reduces supply alternatives 8% export imposes 20% SiMn export
Slide 6: Present and Future
4 OM SARAWAK – PRESENT AND FUTURE Adaptable smelting hub in sync with market dynamics, a new destination for manganese ore For personal use only DEVELOPMENT PLAN (NO. OF 25.5 MVA FURNACES) Base Case 16 Fesi • Scheduled completion Dec 2015 300 ktpa • Empty ground to commissioning: 1½ years 10 Fesi 6
Slide 7: Strategically sited with access to global markets
5 OM SARAWAK – OVERVIEW Strategically sited with access to global markets For personal use only *Indicative sailing days US (West Coast) ~35 days East Asia ~6 days Europe ~30 days South Asia OM Sarawak ~18 days US (East Coast) ~35 days
Slide 8: Strong operational track record, supported by a stable platform
6 OM SARAWAK – OVERVIEW Strong operational track record, supported by a stable platform For personal use only Our Operational Milestones Samalaju Industrial Park (Sarawak, East Malaysia) Strong history of developing our own assets, with all assets currently owner operated (with the exception of Tshi
Slide 9: Powered by local hydropower, supported by local infrastructure
7 OM SARAWAK – OVERVIEW Powered by local hydropower, supported by local infrastructure For personal use only Sarawak Corridor of Renewable Energy (SCORE) Samalaju Port Launched in 2008, supported by competitively priced hydropower. Main hydroelectric project Bakun is 120km away from OM Sarawak. Hydr
Slide 10: Project rests on strong fundamental pillars
8 OM SARAWAK – FUNDAMENTALS Project rests on strong fundamental pillars For personal use only Cahya Mata Sarawak Berhad (“CMSB”) OM Holdings Limited (“OMH”) • Conglomerate listed on Bursa Malaysia CMS • Major presence in Sarawak Experience, operational track record 25% • Wide portfolio ranging from
Slide 11: OM Sarawak – Project Site Map
9 OM SARAWAK – SITE MAP OM Sarawak – Project Site Map For personal use only
Slide 12: Snapshot: Plant workshops – May 2015
10 OM SARAWAK – SNAPSHOT Plant workshops – May 2015 For personal use only
Slide 13: Appendix
For personal use only APPENDIX 11
Slide 14: OM Holdings Overview
12 OM HOLDINGS OVERVIEW For personal use only OMH together with its subsidiaries (the OM Group), is an integrated commodity player engaged in the business of mining, smelting, trading, and marketing ferroalloys and ores. It operates across the value chain and most recently commenced production at th
Slide 15: A world-class miner and alloy smelter
13 OM HOLDINGS OVERVIEW A world-class miner and alloy smelter For personal use only Exploration & Mining Ferroalloy Smelting Marketing & Trading Mining (South Africa) Smelting (Malaysia) Equity Sales, ◦ Tshipi Borwa: Manganese ore ◦ OM Sarawak Project: Marketing Agency, production capacity of up to
Slide 16: Completely flexible FeSi strategy
14 EVOLVING SUPPLY LANDSCAPE Completely flexible FeSi strategy even in the face of changing market conditions For personal use only FeSi Exports from China (‘000 mt) 90 Japan Taiwan Korea Trending high proportion 80 Undeclared of undeclared exports Exports from China 70 60 50 Declared Exports 40 30
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