Posted by wallstreetrookie > 2021-09-24 11:44 | Report Abuse

Heard on the Street: The growth story with ferro-silicon and increased demand for manganese. @sims has provided more detailed analysis

Posted by wallstreetrookie > 3 weeks ago | Report Abuse

Add on dips RM2.4

Posted by wallstreetrookie > 2021-09-24 11:50 | Report Abuse

Ain't gonna shake me out, you fools.

Posted by wallstreetrookie > 2021-09-24 11:51 | Report Abuse

Been following your analysis for some time @sims :) just don't want to comment to attract unwarranted attentions

Posted by HuatAh8809 > 2021-09-24 12:07 | Report Abuse

Last chance...pmb tech 2.0

Easily RM6 at least

Posted by sims > 2021-09-24 12:12 | Report Abuse

China cap on energy comsumption (all this metal factory (coal power?) is being order to reduce operation) - this factor i got over look, thanks to one of the forumer (bignews) mention it
and FeSi price (angmo said follow ferroglobe price for ease of seaching pricing) is the key, thanks to forumer VTrade on pricing reference

OMH is somewhere in the middle (samalaju smelter location),
OMH also pmetal neighbor, and using bakun hydro power (ESG comply and no cap), distance to harbor is within 10km, can send end product or receive raw material

plus OMH half sales is not committed, is based on spot price.

I really looking for the Qr result

Exploration wise, it is almost 99% sure, coz they drill the appraisal well in historical mineral rich basin sector, i think they going to increase their stake to 60% subject to bryah partner want to pump in or not.

Posted by Jokers2020 > 2021-12-04 14:20 | Report Abuse

waited so long n now only limit up...

Posted by wallstreetrookie > 2021-09-24 12:15 | Report Abuse

Buy more before The Edge writes another hit piece article on this company.

Posted by gemfinder > 2021-09-24 17:54 | Report Abuse

limit up plssss

Posted by sims > 2021-09-24 12:24 | Report Abuse

eh.....i wish the OMH management can officially transfer more share from ASX to KLSE....

otherwise, the share price is not stable, gap btwn bid is too wide.

if angmo dont like it, let malaysian have it.

Posted by worktoinvest > 2021-09-24 13:05 | Report Abuse

Maybe have chance to LU

Posted by nagasaran93 > 2021-09-24 13:06 | Report Abuse

Worth to invest this company?

Posted by ipohwhitecoffee > 2021-09-24 13:52 | Report Abuse

i would say just buy this if you missed out pmbtech rally

Posted by nagasaran93 > 2021-09-24 14:21 | Report Abuse

I have read all the information from @sims, maybe my English isn't good enough, I can't understand those bombastic words. Too hard for me to understand =(.

But I choose to invest in this company, not because of today LU. Hope I'm right on the train =)

Posted by gemfinder > 2021-09-24 14:38 | Report Abuse

tq tq

Posted by sims > 2021-09-24 18:16 | Report Abuse

can someone help to calculate what is the PE if OMH hit revenue as per YR 2018 or more.....

ehhh.....LU again....

but havent seen any announcement from ASX side.....i only see Ferroglobe spike up today

Posted by JKing > 2021-09-24 19:07 | Report Abuse

If 2018, PE about 4 times using eps of 75 cents

Posted by HuatAh8809 > 2021-09-24 20:16 | Report Abuse

Please refer back to.my early comment on OMH...

Told u guys already...

Limit up is within expectation

Still got.more upside to come

Posted by sims > 2021-09-24 20:35 | Report Abuse

thanks, Jking.

i didnt know any other smelting counter, other than pmetal, pmbtech etc.....their PE is definitely not 4, mostly more than 50.

Posted by sims > 2021-09-25 07:24 | Report Abuse

might top up further when it dips a little to below rm3.

after reading alot,
start to see the overall momentum and situation.

at least by Q4, 2021, the FeSi is still bullish.

some mention possible of Aus 2 TP in the copper forum, that is quite alot, with their simple estimate.

i can only see the qr result n further add when it dip

Posted by HuatAh8809 > 2021-09-25 12:23 | Report Abuse

Just think about it .

If PMB Tech can go up so much, OmH , a big Australian MNC company, with super exposure in metal...

Under best case Scenario , RM9 is not exaggerated

Posted by risktoreward > 2021-09-25 13:41 | Report Abuse

Unfortunately the premise is flawed. Pmb is moving up but other metal players are consolidating, so actually every counter got their own players and script one

Posted by sims > 2021-09-25 22:45 | Report Abuse

end of Oct, Qr will be out.
by that time, we will know.

Posted by sims > 2021-09-25 23:46 | Report Abuse

annual report 2019
read back chairman briefing to validation

https://www.openbriefing.com/AsxDownload.aspx?pdfUrl=Report%2FComNews%2F20200427%2F02228349.pdf

Posted by sims > 2021-09-26 00:11 | Report Abuse

probably the reason of PMBtech rise

https://www.argusmedia.com/en/news/2257302-chinas-silicon-export-prices-up-60pc-with-energy-curbs

Posted by sims > 2021-09-26 13:12 | Report Abuse

100% fully vaccinated OMS
https://www.facebook.com/photo/?fbid=250193153776056&set=a.145126920949347

Posted by mf > 2021-09-26 14:55 | Report Abuse

Hong Kong shares fall as Evergrande missing interest payment sparks jitters
By Reuters Staff

Posted by sims > 2021-09-26 22:13 | Report Abuse

refresh

https://www.pressreader.com/malaysia/new-straits-times/20210623/281758452252582

Posted by HuatAh8809 > 2021-09-26 23:06 | Report Abuse

Energy curb in China, will push up commodities price further... Expect another limit up on tomorrow

Posted by SeaPearl > 2021-09-27 07:43 | Report Abuse

OMH.AX closed at AUD$0.88 which is equivalent to RM2.6766, about RM0.45 difference.

Posted by Damien88 > 2021-09-27 07:48 | Report Abuse

OMH makes 400k ton pa of FeSi/MnSi. Gross Profit margin is US$800-1000k / ton. Simple calculation, GPM for smelter could reach US$350-400m pa
Mkt cap only A$700m or US$500m
Super Low PE. Will be takeover target if price don’t move soon

Posted by sims > 2021-09-27 09:09 | Report Abuse

OMH at ASX now at AUD$0.95

https://www.google.com/finance/quote/OMH:ASX?sa=X&ved=2ahUKEwia0Ym_-53zAhUexzgGHUMBCzgQ_AUoA3oECAEQDQ

Posted by sims > 2021-09-27 09:17 | Report Abuse

OMH at ASX now at AUD$0.96, direct convertion is RM 2.92.
so far, havent heard those who had 2 account (ASX, & KLSE) and do transfer.

https://www.omholdingsltd.com/investor-relations/shareholder-services/

The OMH share register is managed by Computershare Investor Services Pty Limited. To view information relating to your security holding, or to update your security holding details, please visit https://www-au.computershare.com/Investor.

You will be required to enter your Security Reference Number (SRN) or Holder Identification Number (HIN) as shown on your Issuer Sponsored/CHESS statements and other personal details such as your postcode. If you are already a member of Investor Centre, enter your User ID and password.

Fungibility of OMH Shares
All shares quoted on both the ASX and Bursa Malaysia will be fully fungible. Shareholders holding OMH shares on the Australian share register may request to remove their shares to the Malaysian share register for trading on Bursa Malaysia. OMH shareholders are recommended to consult their existing broker (s) for steps to open a trading account/CDS account and trade on ASX/Bursa Malaysia. Please refer to the information sheet and FAQ here for more information.

Posted by HuatAh8809 > 2021-09-27 09:29 | Report Abuse

Australia side limit up soon, Malaysia one will follow shortly..

Final chance for u to buy , before it limit up at lunch time just like that Friday

Posted by nagasaran93 > 2021-09-27 09:35 | Report Abuse

@HuatAh8809, malaysians tactically fifo taking profit, opened so high and now it's diving.

Posted by limkt1970 > 2021-09-27 09:47 | Report Abuse

OMH is quite similar as PMBtech, both in special metal alloy industry, operating in Sarawak capitalizing on long terms greener and cheap hydro power while other players in the world (especially in China) are cutting output due to environmental concerns, their prices should be strong and up in short to mid terms.

Posted by Jokers2020 > 2021-09-27 14:32 | Report Abuse

today no show..profit taking

Posted by Jokers2020 > 2021-09-27 15:02 | Report Abuse

time for OMH to rebounce...

Posted by wallstreetrookie > 2021-09-27 15:05 | Report Abuse

Just wanna ask: Are yall ready for the second round?

Posted by sims > 2021-09-27 15:07 | Report Abuse

too early to say.....early Oct will start to show ....coz expectation on Q3 End Oct is quite high.

Posted by Damien88 > 2021-09-27 19:25 | Report Abuse

We should expect very solid 2H2021 given the super high ferroalloy prices (GPM >100%!!!)
OMH likely to make >A$100-200m profits (MYR 300-600m) for 2021

Posted by Damien88 > 2021-09-27 19:26 | Report Abuse

Share price will double very soon

Posted by Damien88 > 2021-09-28 07:55 | Report Abuse

China Electricity Shock will further restrict the production of ferroalloy in China.
Expect ferroalloy prices to rally higher
FeSi now reaching US$3,000/ton (up 200% from 1 year), OMH cost is only US$1,000/ton
OMH produces 400kton of ferroalloy.
You can imagine the huge profit coming….

Posted by Damien88 > 2021-09-28 09:52 | Report Abuse

OM Sawarak is using hydro power on 20 year contract, cost is relatively fixed. Power cost in China and Europe are escalating, making OMH the cheapest cost producer.
This is doing wonders for ferroalloy prices and OMH profits

Posted by nagasaran93 > 2021-09-28 10:10 | Report Abuse

i pullout first, will enter when dip

Posted by stonest > 2021-09-28 10:10 | Report Abuse

uob just increased TP to about RM4 (A$ 1.32), similar to the aussie broker i.e. A$ 1.37. Huge upside!

Posted by sims > 2021-09-28 10:39 | Report Abuse

stonest, can share the uob repoet link here?
i cant find it anywhere

Posted by SeaPearl > 2021-09-28 12:15 | Report Abuse

http://www.omholdingsltd.com/wp-content/uploads/2021/09/2021.09.03-UOBKH_OM-Holdings-Q2FY21-post-briefing-report.pdf

Posted by SeaPearl > 2021-09-28 12:17 | Report Abuse

https://www.omholdingsltd.com/wp-content/uploads/2021/06/2021.06.22-UOBKH_OM_Holdings-UOB-Kayhian-Initiation-Report.pdf

Posted by Damien88 > 2021-09-29 07:52 | Report Abuse

Shortage of ferroalloy is expected to continue as China state grid said it would strictly control power consumption by high energy consuming and pollution sectors. This will drive OMH alloy prices even higher