Highlights
KLSE: OMH (5298)       OM HOLDINGS LTD MAIN : INDUSTRIAL PRODUCTS & SERVICES
Last Price Today's Change   Day's Range   Trading Volume
2.70   -0.01 (0.37%)  2.69 - 2.72  13,000
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Overview

Market Cap: 0 Million
NOSH: 0 Million
Avg Volume (4 weeks):135,684
4 Weeks Range:2.62 - 3.36
4 Weeks Price Volatility (%):
10.81%
52 Weeks Range:2.62 - 4.69
52 Weeks Price Volatility (%):
3.86%
Average Price Target:-

Headlines

Date Subject
27-Jul-2021 澳洲矿业公司OMH来马双上市,不为筹资,那是为什么?
06-Jul-2021 Mplus Market Pulse - 6 Jul 2021
03-Jul-2021 下跌股:OM控股 RM2.58支撑
30-Jun-2021 【 浅谈二次上市后,股价暴涨的 OMH(5298) 】
26-Jun-2021 下跌股:OM控股 RM2.97支撑
25-Jun-2021 PublicInvest Research Headlines - 25 Jun 2021
24-Jun-2021 上升股:OM控股 阻力RM4.51

Business Background

OM Holdings Ltd is a holding company engaged in mining, smelting, and distributing ores and ferroalloys. The firm primarily operates across three business divisions which include the exploration and mining of manganese ore from the Bootu Creek mine in Australia, the production of manganese alloys and ferrosilicon from its smelters in China and Malaysia, and the marketing and trading of manganese ore, manganese alloys, and ferrosilicon run out of Singapore. It also holds interests in a mine in South Africa, and has launched a new smelter complex in Sarawak, Malaysia that runs on hydropower. Most of its revenues are generated from the sale of ore and ferroalloy products.
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Kho Hon Hua what share is this ?
22/06/2021 2:53 PM
sims OM Holdings Limited is an integrated manganese and silicon company. We are engaged in the business of mining and trading raw ores, as well as the smelting and marketing of processed ferroalloys.

With an established history of over 20 years in the industry, OMH are listed on the ASX and capture value across the entire process chain through operations in Australia, China, Japan, Malaysia, Singapore, and South Africa.

Our latest project is a greenfield smelter complex in Sarawak, which successfully commenced production in 2014.

Today, the Group is one of the world’s leading suppliers of manganese ores and ferroalloys, and seeks to be the main ferroalloy supply partner to major steel mills and other industries.

Through our global trading network, we distribute products from our Asia- pacific base to customers around the world.
22/06/2021 4:42 PM
sims http://www.omholdingsltd.com/wp-content/uploads/2021/04/OM-AR2020-Low-res.pdf

pg12

OM Materials (Sarawak) Sdn Bhd (“OM Sarawak”) and OM
Materials (Samalaju) Sdn Bhd (“OM Samalaju”), both 75:25 joint
ventures between OMH and Cahya Mata Sarawak Berhad (“CMSB”),
a conglomerate listed on the Main Market of Bursa Malaysia, is the
owner of the Ferroalloy Smelting Project in Sarawak, Malaysia (the
“Plant”).

The Plant consists of 8 main workshops with a total of
16 units of 25.5 MVA furnaces, of which 10 furnaces are allocated
for the production of ferrosilicon and 6 units have been modified
to produce manganese alloys.

The Plant has a design production
capacity of 200,000 to 210,000 tonnes of ferrosilicon and 250,000
to 300,000 tonnes of manganese alloys per annum. The Plant also
consists of a sinter plant that has a design capacity to produce
250,000 tonnes of sinter ore per annum.

The handover phase for the expansion projects commenced in 2019
and included sheltered warehouses, sinter plant and a laboratory
with all completed in 2020. Hot commissioning and performance
testing of the sinter plant commenced in early October 2020. The
prolonged COVID-19 pandemic and continued global travel
restrictions imposed had consequently limited contractors’
activities for the onsite commissioning of the sinter plant, which
resulted in a longer than expected commissioning and performance
testing period. Full commercial production of sintered manganese
ore was originally targeted to commence in 1H 2021, but may be
deferred subject to final acceptance of equipment condition.

To align with long-term trends in the ferroalloy market and to
generate the highest return per furnace over the full price cycle,
the Company decided to convert two idled ferrosilicon furnaces to
produce manganese alloys during Q4 2020. Contracts were awarded
and the equipment was shipped out from China in December
2020. Equipment and machineries installation works originally
scheduled for late Q1 2021 has been deferred to commence in
Q3 2021, pending contractors entering Sarawak for equipment
installation and performance testing. Meanwhile, excavation works
for the two furnace linings were completed in Q1 2021 with civil
works currently in progress.
22/06/2021 4:48 PM
moornaga You can try Pekat tomorrow.. More interesting
22/06/2021 4:48 PM
sims OPERATIONS
The outbreak of the COVID-19 pandemic has negatively affected general economic activity globally. The Malaysian Government has implemented various lockdown measures of varying degrees in order to prevent the spread of COVID-19.

These measures continue to be
reviewed from time to time. As of January 2021, a new lockdown measure (“Movement Control Order 2.0”) was reintroduced following the resurgence of COVID-19 cases in Malaysia.

The country’s border remains closed to date with strict travel restrictions imposed.

During the year, OM Sarawak experienced manpower constraints as a result of the closure of international borders and the restrictions on applications for new permits to hire foreign skilled workers. The lack of skilled manpower impacted the Plant’s ability to operate at
full capacity.

Consequently, 12 out of 16 furnaces were in operation with six furnaces producing ferrosilicon and six furnaces producing manganese alloys.

Of the remaining four ferrosilicon furnaces, two had been idled for the purposes of conversion to produce manganese alloys, with the other two furnaces placed on care and maintenance.

Applications and recruitment of foreign skilled and semi-skilled workers are ongoing. As a long term strategy to localise the workforce, OM Sarawak has been progressively increasing its local workforce contribution through on-the-job training programs especially in smelting
operations.

Trained apprentices will work under the supervision of skilled operators to ensure full competency, however this may not be able to alleviate the immediate manpower shortage issues.

Annual production of 167,443 tonnes of ferrosilicon and 227,406 tonnes of manganese alloys, which comprised silicomanganese and high carbon ferromanganese were achieved during the year 2020.

Ferrosilicon production reduced by 27.4% or 63,292 tonnes as compared to 2019
due to reduced production capacity due to the idling of the 4 ferrosilicon furnaces. Manganese alloys production volume decreased by 8.3% or 20,757 tonnes mainly attributed to the changes in the product mix.

Export volumes for ferrosilicon and manganese alloys dropped by approximately 22% or 48,326 tonnes and 3.8% or 9,151 tonnes respectively due to weaker global demand for ferroalloys as well as the downturn in global economic activities arising from the COVID-19 pandemic.

OM Sarawak benefits from competitively priced and reliable hydropower, direct access to a dedicated port facility, geographical proximity to both raw material sources and East and South East Asian steel mills, tax incentives, and the absence of duties common in alloy markets.

In 2021, OM Sarawak will focus on bringing all idled furnaces back into full production, including the commissioning of the ferrosilicon furnaces that are currently undergoing conversion to produce manganese alloys.

While the expansion project to produce metallic silicon was delayed to conserve capital, the Company has put an emphasis on increasing manganese smelting capacity through the construction of two new 33 MVA manganese furnaces as part of its long term growth strategy.
22/06/2021 4:51 PM
sims http://www.omholdingsltd.com/wp-content/uploads/2021/06/20210609-OMH-Investor-Presentation-June-2021-Analyst-Briefing-For-Lodging.pdf
22/06/2021 5:03 PM
sims limit up >.<
23/06/2021 4:40 PM
ViWizard wohooo limit up
23/06/2021 5:19 PM
Cakes Moon Opportunity is everywhere.
Tomorrow morning I all in OMH to win big.
23/06/2021 8:39 PM
williamtkb Plants still not perform well already limit up.... Crazy market....
23/06/2021 8:52 PM
MagicGlove Obviously malaysia needs foreign company to open up a secondary counter to create more liquity....next time ask google, facebook and amazon to open up too....local stock shld throw them in dustbin....which country so dumb want to invest in local
24/06/2021 9:49 AM
williamtkb Today limit up???
24/06/2021 9:54 AM
MagicGlove Rest first.. So much of time
24/06/2021 10:05 AM
lisalu @moornaga aiyo PEKAT how la? looks like OMH gonna limit up again today
24/06/2021 10:13 AM
EST85 This price will follow their ASX price. Sarawak mining.. good luck.
24/06/2021 10:29 AM
williamtkb Good luck for those chase in above Rm4. Red figures coming
24/06/2021 11:06 AM
24/06/2021 11:19 AM
24/06/2021 11:20 AM
VTrade Ajustmeent
24/06/2021 12:19 PM
bignews this is now a Malaysian company, they invested usd600m in Sarawak, little in Australia
24/06/2021 2:32 PM
sims BYH: OMH to Increase Manganese JV Interest to 51%
https://www.asx.com.au/asxpdf/20210624/pdf/44xn727wrzfxtk.pdf
24/06/2021 3:17 PM
bignews Still a few aud millions compare to usd600m in Sarawak. Listed on KLSE, focus on Malaysian operations.
24/06/2021 4:54 PM
sims https://www.bryah.com.au/site/projects/bryah-basin-project
Manganese Joint Venture
In April 2019 Bryah Resources Limited announced the execution of a manganese Farm-In and Joint Venture Agreement (Agreement) with OM (Manganese) Limited (OMM), a wholly owned subsidiary of ASX-listed OM Holdings Limited (ASX:OMH).

OM Holdings Limited is a vertically integrated Manganese and Silicon specialist involved in mining, smelting and trading, with operations located in Australia, China, Japan, Malaysia, Singapore and South Africa. In Australia, OMM operates the Bootu Creek manganese mine in the Northern Territory which is due to cease open pit mining operations in 2021.

The Agreement applies to approximately 660km2 of the Company’s Bryah Basin Project in central Western Australia, including the historic Horseshoe South Manganese Mine.

Between April and August 2019, OMM funded $500,000 of project expenditure which yielded highly encouraging manganese drilling results. In August 2019, OMM secured an initial 10% interest in the Manganese Joint Venture (“JV”), following payment of a $250,000 Exercise Fee.

Under Stage 2 of the Agreement, OMM can elect to progressively fund the next $2.0 million of exploration expenditure in four tranches of $500,000 each, to earn up to a 51% interest in the Manganese JV by 30 June 2022.

In June 2020, pursuant to the terms of the Agreement, OMM completed funding $500,000 in project expenditure under Tranche 1, to increase its initial JV interest from 10% to 20%. OMM has formally elected to increase its JV interest to 30% under Tranche 2, funding an additional $500,000 of project expenditure.

Bryah may elect for OMM to fund the next $1.8 million of project expenditure for OMM to earn a 60% Joint Venture Interest. Thereafter Bryah may elect for OMM to fund an additional $2.5 million of project expenditure for OMM to earn a 70% Joint Venture Interest.

The aim of the JV is to explore for commercially mineable manganese and carry out Feasibility Studies. If a positive Feasibility Study is supported by a Decision to Mine, then OMM and Bryah may elect to participate in a Mining Joint Venture in proportion to their JV interests or convert to a Royalty. Bryah is to negotiate a Sales Agency Agreement on commercial terms with OM Holdings Ltd in respect to all manganese ore production under the Mining JV.

The JV includes an area of Mutual Interest which extends for a radius of 100 kilometres from the Horseshoe South Manganese Mine (M52/806).
24/06/2021 4:56 PM
VTrade Is would be nice if can buy at rm3+
So mean will be marginery higher price target. Mother share up so many today.
@sims
24/06/2021 5:20 PM
bignews Investors look at usd100m profits, not aud1.8m explorations. By talking about this small investment, you confuse the picture only. Usd600m investment in Malaysia is not a small sum. I think few foreign investors pour in such big sums unless it is oil and gas. Focus on that if you want Malaysian investors attention. I think Malaysians are more likely to welcome more Malaysia investments.
24/06/2021 5:27 PM
bignews Look at the asx prices languishing before this KLSE listing tells you Aussie investors dont like an ASX listco investing usd600m in Malaysia. And if you list in Malaysia, you think Malaysians like to hear you talk about Aussie mines?
24/06/2021 5:31 PM
VTrade Mining join venture is very effcient. N cost saving
24/06/2021 6:01 PM
VTrade Topglove want to listing in usd hk sg…any many many
24/06/2021 6:06 PM
bignews So? Point is OM seek KLSE listing because it invested usd600m in Malaysia, more than many local giants in recent years, and Malaysian investors should support that, Aussie investors hate that. Top Glove is already supported in KLSE, seeking secondary support other places is ok but dont expect a lot of support.
24/06/2021 6:47 PM
bignews OM uses hydropower for its smelting and that is good for climate change. China is stopping many coal powered factories, so its profits will be good for years. Sarawak will be key, and hopefully OM can grow its Malaysia operations, good for Malaysian jobs.
24/06/2021 7:10 PM
sims mining = reserve
reserve = exploration x quality of mineral x volume

got reserve then only u can process.

pg9/4.
http://www.omholdingsltd.com/wp-content/uploads/2021/06/20210609-OMH-Investor-Presentation-June-2021-Analyst-Briefing-For-Lodging.pdf

agree on the Hydro power part, though ore cost remain small part, but no ore, the rest is bull shit.
which is why securing mineral source at sustainable cost is the most important in this business.

limit up too soon = become speculation.

OMH is not PMETAL, at least not yet, cannot compare.

sold my position, left profit to run.
25/06/2021 10:29 AM
VTrade Msia need mineral to grow healthy and Strong….ya.
25/06/2021 10:55 AM
Jokers2020 is omh still undervalue at 4.00..anyone can advise
25/06/2021 11:22 AM
VTrade 不好说, 股票很新,要研究前景
25/06/2021 11:52 AM
bignews jokers2020, the key to OM is whether China follows through on climate change promises. if they shut down coal powered alloys plants, OM will boom because that is the majority of China production, over 60%! If they dont, prices of alloys will fall.
25/06/2021 12:15 PM
bignews omh and pmetal both depend on Bakun cheap hydropower. Both are materials and both their end product ends up in industrial usage.
25/06/2021 12:19 PM
bignews manganese is freely available and plenty of supply. useful to omh but not critical. the important thing ahead is climate change and China supply is mostly coal power, making Sarawak hydro power cost effective, that drives usd100m profits, not manganese costs which is a freely trade commodity.
25/06/2021 1:14 PM
Jokers2020 profit taking on omh...waiting to enter..
25/06/2021 4:09 PM
richard kh wong omh 3.57。。。。。。。
25/06/2021 4:14 PM
Mark2345 The operator unbelievably slow to mid the share..causing the spread between buy and sell too wide
25/06/2021 4:36 PM
mf SERBADK] Change In Substantial Shareholder's Shareholding - EMPLOYEES PROVIDENT FUND BOARD on 25-Jun-2021
Stock [SERBADK]: SERBA DINAMIK HOLDINGS BHD
Announcement Date 25-Jun-2021
Substantial Shareholder's Particular:
Name EMPLOYEES PROVIDENT FUND BOARD
Details of Changes:
Currency -
Date of Change Type Number of Shares
22-Jun-2021 Disposed 34,000,000
Registered Name CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD
Nature of Interest Direct Interest
22-Jun-2021 Disposed 659,000
Registered Name CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FD BD (AM INV)
Nature of Interest Direct Interest
Nature of Interest Direct Interest
Shares Ordinary Shares.
Reason i. Disposal of shares in open market.
Total no of securities after change
Direct (units) 283,119,600
Direct (%) 7.63
Indirect (units) 0
Indirect (%) 0.00
Total (units) 283,119,600
Total (%) 7.63
Date of Notice 23-Jun-2021
25/06/2021 6:45 PM
richard kh wong Low 3.38,
look scary.
25/06/2021 7:00 PM
Cakes Moon Today kalah teruk.
26/06/2021 12:13 AM
MagicGlove 10 possibls if hold for 2 years....very strong fundamental co
28/06/2021 11:11 AM
pang72 Why this stock can worth 3.31?
I thought below 2
28/06/2021 11:20 AM
eyeHunter profit taking. note the small volume which brings the price down!!
28/06/2021 11:34 AM
michaelwong Can someone share what is the IPO premium price ?
30/06/2021 9:05 PM
Damien88 The fundamental for OMH is still strong given the FeSi alloy price is now US$1,900-2000!!! This will mean OMH will be making close to GPM of 100%.
This is an all time high for FeSi since the Sarawak factory has been in operation. Even in 2018 when OMH share price hit $1.70, FeSi is only trading at high of US$1,700++ (average of US$1,400 for whole of 2018).
We are now waiting for OMH announcement that the Sarawak factory is being put back into production, which could be any time soon.
Hopefully this can drive back more buying interest for those investors who understand the fundamental of this company.

At 75% capacity, OMH produces
(i) 130K ton/pa FeSi (making GPM of US$900/ton i.e. total US$117m),
(ii) 250K ton/pa MnSI (making GPM US$500/ton i.e. total US$125m)
Total GPM of US$242m per year

At 100% capacity, OMH produces
(i) 170K ton/pa FeSi (making GPM of US$900/ton i.e. total US$153m),
(ii) 330K ton/pa MnSI (making GPM US$500/ton i.e. total US$165m)
Total GPM of US$318m per year

Current Market cap is only A$630m , it is only PE of 3-5x
05/07/2021 9:40 AM
michaelwong https://www.theedgemarkets.com/article/om-holdings-smelting-plant-sarawak-gets-nod-resume-ops?type=malaysia
05/07/2021 9:27 PM
VTrade What is market cap on 2018? Why compare 2018 ? @damien
14/07/2021 9:40 AM


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