Om Holdings Ltd. · ASX:OMH
Om — Q3 2022 Earnings Presentation
8 slides from Om's earnings presentation, Oct 26, 2022
Slide 1: OM Holdings Limited Quarterly Investor Presentation Update
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore • South Africa October 2022 • Quarterly Investor Presentation Update • ASX:OMH | Bursa:OMH (5298)
Slide 2: 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 3: Q3 Key Updates and FY22 Production Guidance
3 Q3 KEY UPDATES AND FY22 PRODUCTION GUIDANCE OM Sarawak Acquisition: 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 being 60 days after las
Slide 4: 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 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 of 6 4 to 6 furna
Slide 5: Ferrosilicon Market Review
5 FERROSILICON MARKET REVIEW Price correction leads to 21% quarter-on-quarter Chinese production cuts 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. New power exporter of f
Slide 6: Manganese Ore and Alloy Market Review
6 MANGANESE ORE AND ALLOY MARKET REVIEW Supply remains uncertain with prices supported at higher level 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 higher largest exporter
Slide 7: Key Takeaways
7 KEY TAKEAWAYS OM, now a simpler story 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-year metal targeting rene
Slide 8: OM Holdings Limited
8 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE • SOUTH AFRICA