View ValuationOM Holdings 将来の成長Future 基準チェック /06現在、 OM Holdingsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長14.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Nov 21Om Holdings Limited Maintains Production Guidance for the Financial Year 2024OM Holdings Limited maintained production guidance for the financial year 2024. For the year, the company expects production guidance of 460,000 to 490,000 tonnes per annum.Price Target Changed • Oct 05Price target increased to AU$1.31Up from AU$1.13, the current price target is an average from 2 analysts. New target price is 13% above last closing price of AU$1.16. Stock is up 268% over the past year.お知らせ • Jul 06OM Holdings Limited Provides Business Update on its Malaysian OperationsOM Holdings Limited provided a business update on its Malaysian operations further to the announcement made on 28 May 2021. The Company's smelter complex in Sarawak, Malaysia ("OM Sarawak" or the "Plant") has been temporarily suspended since 28 May 2021 following directions from relevant Government Authorities. The Company is now pleased to announce that it has been granted approval to resume operations. Accordingly, operations have recommenced initially with four furnaces within a phased plan to ramp-up production in stages given the constrained manpower environment and the Company's focus to prioritise employee safety. As a result of the temporary suspension at the Plant, the Company had declared force majeure on all its sales contracts and its power purchase agreement until the Plant is able to resume and achieve steady state operations. During the temporary suspension, the Company was able to partially mitigate the impact to its supply chain by arranging for partial delivery of processed material to customers through third party logistic service providers. Multiple rounds of COVID-19 testing were conducted throughout June 2021. As at the time of writing, a total of 37 employees remain in quarantine. As a result of actively managing the segregation of Plant employees and continued COVID-19 testing, the Company has been granted approval by the Bintulu Division Disaster Management Committee to resume operations, and the lockdown on the affected premises has been lifted. The Company has initially recommenced operations with four furnaces earlier last week, operated by employees who have tested negative and been cleared to resume work, with a plan to ramp up production in stages, subject to manpower availability and further clearances from relevant authorities. Given on-going restrictions, such as the extension of the Movement Control Order (the "MCO") for Sarawak and taking into consideration the safety and wellbeing of all employees following a prolonged quarantine period, it is expected that the Plant may not be able to return to prior production levels in the short term.お知らせ • Feb 05OM Holdings Limited Provides Update on Operations At the Qinzhou PlantOM Holdings Limited announced that the Company's smelter plant located in Qinzhou, China encompassing its smelting operation and sinter ore production has been suspended since March 2020 due to the COVID-19 pandemic. The decision to suspend the operations at the Qinzhou Plant has subsequently been re-evaluated. During the downtime period, OMQ was able to carry out major maintenance on 1 of the furnaces while the other furnace was upgraded from 16.5 MVA to 25.5 MVA. The furnace upgrade will improve production efficiency and increase total capacity at the Qinzhou Plant with an added flexibility to produce either silicomanganese or high carbon ferromanganese. After a period of trial production, full commercial operations for the upgraded furnace and the manganese ore sinter plant restarted on 31 January 2021, while the other furnace is anticipated to recommence production in first half 2021. The Qinzhou Plant now encompasses two sets of furnaces, 25.5 MVA and 16.5 MVA respectively, with a closed furnace design that enables the recycling of flue gases for sintering. Following the completion of the upgrading and maintenance of the two sets of furnaces, the Qinzhou Plant is expected to have a production capacity of 80,000 to 95,000 tonnes per annum of manganese alloys and 300,000 tonnes per annum of sintered ore.すべての更新を表示Recent updatesUpcoming Dividend • Apr 30Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 29 May 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (3.3%).New Risk • Apr 18New major risk - Revenue and earnings growthEarnings have declined by 30% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 30% per year over the past 5 years.お知らせ • Apr 16OM Holdings Limited, Annual General Meeting, May 14, 2026OM Holdings Limited, Annual General Meeting, May 14, 2026, at 10:00 Singapore Standard Time. Location: hotel indigo singapore katong, 86 east coast road, katong square, joo chiat room, level 7, 428788, SingaporeDeclared Dividend • Mar 11Dividend of AU$0.01 announcedShareholders will receive a dividend of AU$0.01. Ex-date: 7th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.9%, which is lower than the industry average of 5.1%. Sustainability & GrowthNew Risk • Mar 02New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 03Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to AU$0.29. The fair value is estimated to be AU$0.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 38% in the next year.分析記事 • Feb 02The Returns At OM Holdings (ASX:OMH) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Buy Or Sell Opportunity • Jan 08Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to AU$0.33. The fair value is estimated to be AU$0.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 38% in the next year.Reported Earnings • Aug 31First half 2025 earnings released: US$0.013 loss per share (vs US$0.017 profit in 1H 2024)First half 2025 results: US$0.013 loss per share (down from US$0.017 profit in 1H 2024). Revenue: US$309.3m (flat on 1H 2024). Net loss: US$9.57m (down 175% from profit in 1H 2024). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 20Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to AU$0.27. The fair value is estimated to be AU$0.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.分析記事 • Aug 15We Like These Underlying Return On Capital Trends At OM Holdings (ASX:OMH)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to AU$0.30. The fair value is estimated to be AU$0.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.分析記事 • Jul 11OM Holdings Limited's (ASX:OMH) Share Price Could Signal Some RiskIt's not a stretch to say that OM Holdings Limited's ( ASX:OMH ) price-to-earnings (or "P/E") ratio of 17x right now...Buy Or Sell Opportunity • Jun 30Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to AU$0.28. The fair value is estimated to be AU$0.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Buy Or Sell Opportunity • Jun 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to AU$0.29. The fair value is estimated to be AU$0.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Buy Or Sell Opportunity • May 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to AU$0.30. The fair value is estimated to be AU$0.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.お知らせ • Apr 16OM Holdings Limited, Annual General Meeting, May 15, 2025OM Holdings Limited, Annual General Meeting, May 15, 2025, at 10:00 Singapore Standard Time. Location: le meridien (davidson room, level 6), 2 jalan stesen sentral, kuala lumpur sentral, 50470 kuala lumpur, MalaysiaReported Earnings • Mar 01Full year 2024 earnings released: EPS: US$0.012 (vs US$0.025 in FY 2023)Full year 2024 results: EPS: US$0.012 (down from US$0.025 in FY 2023). Revenue: US$654.3m (up 11% from FY 2023). Net income: US$9.30m (down 49% from FY 2023). Profit margin: 1.4% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.お知らせ • Mar 01OM Holdings Limited announces Annual dividend, payable on May 23, 2025OM Holdings Limited announced Annual dividend of AUD 0.0040 per share payable on May 23, 2025, ex-date on May 01, 2025 and record date on May 02, 2025.お知らせ • Nov 21Om Holdings Limited Maintains Production Guidance for the Financial Year 2024OM Holdings Limited maintained production guidance for the financial year 2024. For the year, the company expects production guidance of 460,000 to 490,000 tonnes per annum.分析記事 • Sep 17OM Holdings Limited's (ASX:OMH) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider OM...Reported Earnings • Aug 30First half 2024 earnings released: EPS: US$0.017 (vs US$0.026 in 1H 2023)First half 2024 results: EPS: US$0.017 (down from US$0.026 in 1H 2023). Revenue: US$308.4m (down 3.5% from 1H 2023). Net income: US$12.7m (down 33% from 1H 2023). Profit margin: 4.1% (down from 6.0% in 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ming-Li Tan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16OM Holdings Limited, Annual General Meeting, May 16, 2024OM Holdings Limited, Annual General Meeting, May 16, 2024, at 10:00 Singapore Standard Time. Location: Hotel Indigo Singapore Katong, 86 East Coast, Katong Square, Singapore Singapore Agenda: To consider approval of 2023 Financial Statements and Reports; to consider re-election of Ms Julie Anne Wolseley and Dato' Abdul Hamid Bin Sh Mohamed as Directors; to consider re-election of Ms Julie Anne Wolseley as a Director; to consider re-election of Dato' Abdul Hamid Bin Sh Mohamed as a Director; to consider approval of Re-appointment of Auditor; to consider ratification of Share placement to JFE Shoji Corporation; and to consider ratification of Share Placement to JFE Shoji Corporation.New Risk • Mar 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 155% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).New Risk • Mar 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (4.0% increase in shares outstanding).分析記事 • Jan 04OM Holdings Limited (ASX:OMH) Might Not Be As Mispriced As It LooksWith a price-to-earnings (or "P/E") ratio of 6.8x OM Holdings Limited ( ASX:OMH ) may be sending very bullish signals...お知らせ • Dec 05OM Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 13.042995 million.OM Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 13.042995 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 27,633,464 Price\Range: AUD 0.472 Transaction Features: Subsequent Direct ListingNew Risk • Dec 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.3% net profit margin). Shareholders have been diluted in the past year (4.0% increase in shares outstanding).お知らせ • Dec 02OM Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 13.042995 million.OM Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 13.042995 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 27,633,464 Price\Range: AUD 0.472 Transaction Features: Subsequent Direct ListingReported Earnings • Aug 30First half 2023 earnings released: EPS: US$0.026 (vs US$0.067 in 1H 2022)First half 2023 results: EPS: US$0.026 (down from US$0.067 in 1H 2022). Revenue: US$319.7m (down 32% from 1H 2022). Net income: US$19.1m (down 61% from 1H 2022). Profit margin: 6.0% (down from 11% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.New Risk • Aug 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Profit margins are more than 30% lower than last year (5.3% net profit margin).New Risk • Jun 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Apr 27Upcoming dividend of AU$0.015 per share at 2.2% yieldEligible shareholders must have bought the stock before 04 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (7.4%).Buying Opportunity • Apr 13Now 22% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be AU$0.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be AU$0.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Feb 28Full year 2022 earnings released: EPS: US$0.092 (vs US$0.081 in FY 2021)Full year 2022 results: EPS: US$0.092 (up from US$0.081 in FY 2021). Revenue: US$856.6m (up 13% from FY 2021). Net income: US$67.8m (up 14% from FY 2021). Profit margin: 7.9% (in line with FY 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01Om Holdings Limited Announces Manganese Drilling Results At Its 49% Owned Bryah Basin Manganese ProjectBryah Resources Limited announced manganese drilling results at its 49% owned Bryah Basin manganese project. The drill results are part of the program drilled in March 2022. Bryah (49%) and OM (Manganese) Ltd. (OMM) (51%) have a Joint Venture (JV) to undertake exploration to test targets in the area, with a view to commencing manganese production. OMM is a wholly owned subsidiary of OM Holdings Limited, one of the suppliers of manganese ores. The Bryah Basin project area is located approximately 100-150km north of the town of Meekatharra in Western Australia. The Company's tenements and manganese mineral rights cover 1,135km² over parts of the western Bryah Basin. Figure 2 shows the Manganese Joint Venture tenement package, with prospects with an existing manganese Mineral Resource 1. RC Drilling of 2,458m was completed in 64 holes, 26 holes were reported on 1st August 2022 and the remainder in this announcement. Drilling at Redrum extended existing manganese intercepts from September 2021 drilling to the northwest and southeast, in holes RRRC029 to RRRC037. Results are now fully returned. the results from all holes with intercepts at greater than 15% manganese, over 2m or more labelled. The latest results highlight the prospectivity of the area in the north section of the prospect, with all holes drilled to date returning manganese intercepts of more than 2m thickness and greater than 15% manganese. The aspect of manganese mineralisation in the best mineralised area in the north of the prospect is a sub-horizontal sheet with a gentle plunge towards the south - southeast. Red arrows in Figure 4 show the directions the deposit is still open. Further infill and extensional drilling results were received. The results indicate that the mineralisation is open to the west and southwest with holes BRRC188 and BRRC187 intersecting 9 and 12m respectively over 22% Mn. BRRC189 returned 12m at 23.4% Mn from 13m downhole, demonstrating the consistent good thickness and grade of mineralisation within the additional domain at Brumby West that was first identified in late 2021. Results returned to date show continuity of the manganese at 40m infill line spacing. Red arrows show the directions the manganese mineralisation at Brumby West is still open. Drilling tested low order GAIP chargeability anomalies west of the existing deposit and tested a southern extension of the main lodes that are the basis of the current Mineral Resource for Area 74. Hole BRRC219 in the south of the area has returned 4m @ 27.5% Mn from 8m (previously released), indicating a southern extension of the mineralisation may be present. This will be followed up in coming works. Figure 6 below shows the location of March 2022 drilling at Area 74 with previously released intercepts. No additional intercepts were returned with the remaining assay results.お知らせ • Aug 22OM Holdings Limited Change in Presentation Currency to US DollarsThe Board of OM Holdings Limited announced that OMH has voluntarily changed its presentation currency from Australian Dollars ("AUD") to United States Dollars ("USD") in accordance with International Accounting Standards 21 The Effects of Changes in Foreign Exchange Rates ("IAS 21") which allows for an entity to present its financial statements in any currency, so long as it is translated in accordance with IAS 21. Given that the majority of OMH and its subsidiaries' ("OMH Group") revenue, costs, assets and liabilities are denominated in USD, the Company's Board of Directors consider that the change in presentation currency will give investors and other stakeholders a clearer understanding of OMH's performance over time, particularly by reducing any volatility in OMH Group's earnings arising from the translation of foreign currency transactions and balances into AUD.お知らせ • Jul 28Others Om Materials (Sarawak) Sdn Bhd Announces Ferroalloys Production UpdateThe Board of OM Holdings Limited announced that OM Materials (Sarawak) Sdn Bhd has successfully modified and converted two of its idled ferrosilicon furnaces to produce manganese alloys. The FeSi - Manganese Alloys Conversion Project was motivated by a need to align product mix with global market demand, and to generate the highest return per furnace over the full price cycle. Both furnaces have been successfully hot commissioned with production currently ramping up. Upon full commercial production, both converted furnaces will be used to produce manganese alloys, bringing the entire Plant's manganese alloys production capacity to 330,000 to 400,000 tonnes per annum. The Plant now encompasses 16 units of 25.5MVA furnaces, of which 6 units are allocated for the production of FeSi, 8 units for manganese alloys, and 2 units for silicon metal which are currently undergoing conversion works. The Company's smelting production guidance for the year remains unchanged with scheduled major maintenance works having commenced in June 2022. The furnaces scheduled for major maintenance will be shut down in stages, to minimise disruptions to ongoing operations.分析記事 • Jul 20OM Holdings (ASX:OMH) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Recent Insider Transactions • Jul 02Executive Chairman & CEO recently bought AU$432k worth of stockOn the 29th of June, Ngee Tong Low bought around 551k shares on-market at roughly AU$0.78 per share. This was the largest purchase by an insider in the last 3 months. This was Ngee Tong's only on-market trade for the last 12 months.Buying Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be AU$1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 64%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.お知らせ • May 23OM Holdings Limited Announces Retirement of Teo Liang Huat as Independent Non-Executive DirectorThe Board of OM Holdings Limited announced that following the Annual General Meeting held on May 20, 2022, Mr. Thomas Teo Liang Huat has retired as an independent Non-Executive Director of the Board and relevant Board committees. Mr. Teo joined the Board as an independent Non-Executive Director in July 2008 and the Board expresses its appreciation for his significant and invaluable guidance on commercial, financial and strategic initiatives directed towards the evolving global OMH Group operations. Mr. Teo's commitment and business acumen was outstanding and his independent minded and focused approach was highly valued by all stakeholders.Buying Opportunity • Apr 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be AU$1.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 64%. Revenue is forecast to grow by 37% in 2 years. Earnings is forecast to grow by 46% in the next 2 years.お知らせ • Apr 22OM Holdings Limited, Annual General Meeting, May 20, 2022OM Holdings Limited, Annual General Meeting, May 20, 2022, at 10:00 W. Australia Standard Time. Location: Quest Kings Park, Level 1, 54 Kings Park Road West Perth Western Australia Australia Agenda: To consider financial statements and reports; to consider re-election of Mr. Tan Peng Chin as a director; to consider re-election of Ms. Julie Anne Wolseley as a director; to consider re-election of Dato' Abdul Hamid Bin Sh Mohamed as a director; to consider re-election of Ms. Tan Ming-li as a director; and to consider approval of re-appointment of auditor.お知らせ • Apr 12OM Holdings Limited Declares Distribution for the Year Ended December 31, 2021 Payable on May 06, 2022OM Holdings Limited declared distribution for the year ended December 31, 2021. An AUD 0.02000000 will be paid on May 06, 2022 to the record holders as on April 07, 2022. Ex-dividend date is April 08, 2022.Upcoming Dividend • Mar 31Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (7.9%).Buying Opportunity • Mar 16Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$1.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% per annum over the last 3 years. Earnings per share has declined by 64% per annum over the last 3 years.お知らせ • Mar 04OM Holdings Limited Announces Its Maiden Manganese JORC ResourceOM Holdings Limited announce its maiden Manganese JORC Resource. Bryah owns 49% of the manganese rights in a Joint Venture with OM (Manganese) Ltd, a wholly owned subsidiary of OM Holdings Limited. The mode of mineralisation for manganese in the Horseshoe Ranges is in-situ and detrital manganese formation within shale and siltstone, with rare thin Banded Iron Formation bands. The mineralisation is present on the flanks of iron stone ridges, typically at the change of slope zone between the ridges and the plains to the south and west of the folded Horseshoe Range. This change of slope is the zone of transition to softer, less resistant (to weathering) shale units as opposed to iron siltstones higher on the ridge. Supergene regolith processes are the likely formation mechanism for all manganese mineralisation in this area. Elemental segregation within the weathering profile has resulted in manganese oxide forming within the saprolite profile of the shales and siltstones of the Horseshoe Formation as sub-horizontal to gently dipping lenticular bodies. This style of mineralisation is preserved at: Eastern area of Brumby Creek East; Northern portion of Brumby Creek West; Horseshoe Extensions. The other style of manganese deposit is formed by erosion and re-working of manganese material down- slope to form detrital deposits in channels.Reported Earnings • Mar 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: AU$0.11 (up from AU$0.007 in FY 2020). Revenue: AU$1.04b (up 33% from FY 2020). Net income: AU$81.9m (up AU$76.6m from FY 2020). Profit margin: 7.9% (up from 0.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Over the next year, revenue is forecast to grow 31%, compared to a 1,047% growth forecast for the mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.お知らせ • Feb 28OM Holdings Limited Declares Final Dividend for Fiscal Year 2021, Payable on May 6, 2022OM Holdings Limited announced that Board has resolved to declare a final dividend of AUD 0.02 per share for 2021. The Record Date for the dividend will be 8 April 2022 and the Payment Date will be 6 May 2022.分析記事 • Feb 09We Like These Underlying Return On Capital Trends At OM Holdings (ASX:OMH)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Nov 01OM Holdings (ASX:OMH) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Oct 05Is OM Holdings (ASX:OMH) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Oct 05Price target increased to AU$1.31Up from AU$1.13, the current price target is an average from 2 analysts. New target price is 13% above last closing price of AU$1.16. Stock is up 268% over the past year.お知らせ • Jul 06OM Holdings Limited Provides Business Update on its Malaysian OperationsOM Holdings Limited provided a business update on its Malaysian operations further to the announcement made on 28 May 2021. The Company's smelter complex in Sarawak, Malaysia ("OM Sarawak" or the "Plant") has been temporarily suspended since 28 May 2021 following directions from relevant Government Authorities. The Company is now pleased to announce that it has been granted approval to resume operations. Accordingly, operations have recommenced initially with four furnaces within a phased plan to ramp-up production in stages given the constrained manpower environment and the Company's focus to prioritise employee safety. As a result of the temporary suspension at the Plant, the Company had declared force majeure on all its sales contracts and its power purchase agreement until the Plant is able to resume and achieve steady state operations. During the temporary suspension, the Company was able to partially mitigate the impact to its supply chain by arranging for partial delivery of processed material to customers through third party logistic service providers. Multiple rounds of COVID-19 testing were conducted throughout June 2021. As at the time of writing, a total of 37 employees remain in quarantine. As a result of actively managing the segregation of Plant employees and continued COVID-19 testing, the Company has been granted approval by the Bintulu Division Disaster Management Committee to resume operations, and the lockdown on the affected premises has been lifted. The Company has initially recommenced operations with four furnaces earlier last week, operated by employees who have tested negative and been cleared to resume work, with a plan to ramp up production in stages, subject to manpower availability and further clearances from relevant authorities. Given on-going restrictions, such as the extension of the Movement Control Order (the "MCO") for Sarawak and taking into consideration the safety and wellbeing of all employees following a prolonged quarantine period, it is expected that the Plant may not be able to return to prior production levels in the short term.分析記事 • Jun 01Is OM Holdings (ASX:OMH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 5th of May, Peter Church's tenure as Independent Non-Executive Director ended after 9.4 years in the role. As of December 2020, Peter personally held only 94.26k shares (AU$55k worth at the time). Peter is the only executive to leave the company over the last 12 months.分析記事 • May 06OM Holdings (ASX:OMH) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...お知らせ • Feb 27OM Holdings Limited Resolves Not to Declare Final Dividend for the Fiscal Year 2020The Board of OM Holdings Limited has resolved not to declare a final dividend for the fiscal year 2020.お知らせ • Feb 05OM Holdings Limited Provides Update on Operations At the Qinzhou PlantOM Holdings Limited announced that the Company's smelter plant located in Qinzhou, China encompassing its smelting operation and sinter ore production has been suspended since March 2020 due to the COVID-19 pandemic. The decision to suspend the operations at the Qinzhou Plant has subsequently been re-evaluated. During the downtime period, OMQ was able to carry out major maintenance on 1 of the furnaces while the other furnace was upgraded from 16.5 MVA to 25.5 MVA. The furnace upgrade will improve production efficiency and increase total capacity at the Qinzhou Plant with an added flexibility to produce either silicomanganese or high carbon ferromanganese. After a period of trial production, full commercial operations for the upgraded furnace and the manganese ore sinter plant restarted on 31 January 2021, while the other furnace is anticipated to recommence production in first half 2021. The Qinzhou Plant now encompasses two sets of furnaces, 25.5 MVA and 16.5 MVA respectively, with a closed furnace design that enables the recycling of flue gases for sintering. Following the completion of the upgrading and maintenance of the two sets of furnaces, the Qinzhou Plant is expected to have a production capacity of 80,000 to 95,000 tonnes per annum of manganese alloys and 300,000 tonnes per annum of sintered ore.分析記事 • Feb 02A Look At The Fair Value Of OM Holdings Limited (ASX:OMH)How far off is OM Holdings Limited ( ASX:OMH ) from its intrinsic value? Using the most recent financial data, we'll...Is New 90 Day High Low • Jan 28New 90-day high: AU$0.87The company is up 176% from its price of AU$0.32 on 30 October 2020. The Australian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 27% over the same period.分析記事 • Jan 18Why OM Holdings Limited (ASX:OMH) Is A Dividend RockstarIs OM Holdings Limited ( ASX:OMH ) a good dividend stock? How can we tell? Dividend paying companies with growing...Is New 90 Day High Low • Jan 07New 90-day high: AU$0.60The company is up 86% from its price of AU$0.33 on 09 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 20% over the same period.分析記事 • Jan 03Has OM Holdings Limited's (ASX:OMH) Impressive Stock Performance Got Anything to Do With Its Fundamentals?OM Holdings (ASX:OMH) has had a great run on the share market with its stock up by a significant 83% over the last...分析記事 • Dec 20Is OM Holdings (ASX:OMH) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 06Does OM Holdings's (ASX:OMH) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Is New 90 Day High Low • Dec 04New 90-day high: AU$0.39The company is up 18% from its price of AU$0.33 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 12% over the same period.分析記事 • Nov 23What Percentage Of OM Holdings Limited (ASX:OMH) Shares Do Insiders Own?The big shareholder groups in OM Holdings Limited (ASX:OMH) have power over the company. Insiders often own a large...Is New 90 Day High Low • Oct 26New 90-day low: AU$0.31The company is down 3.0% from its price of AU$0.32 on 28 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 2.0% over the same period.分析記事 • Jul 10A Piece Of The Puzzle Missing From OM Holdings Limited's (ASX:OMH) Share PriceWith a price-to-earnings (or "P/E") ratio of 4.6x OM Holdings Limited (ASX:OMH) may be sending very bullish signals at...分析記事 • Jun 22Should You Worry About OM Holdings Limited’s (ASX:OMH) ROCE?Today we'll look at OM Holdings Limited (ASX:OMH) and reflect on its potential as an investment. Specifically, we'll... このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、OM Holdings は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測ASX:OMH - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025636-2-23-18N/A6/30/2025655-134148N/A3/31/2025655-25766N/A12/31/202465457483N/A9/30/2024616118493N/A6/30/20245781294103N/A3/31/2024584155167N/A12/31/202358918930N/A9/30/2023649284576N/A6/30/20237103881121N/A3/31/202378353119159N/A12/31/202285768157197N/A9/30/202287983122152N/A6/30/20229019787108N/A3/31/2022840797589N/A12/31/2021780626370N/A9/30/2021707345261N/A6/30/202164474252N/A3/31/202162364455N/A12/31/202060544659N/A9/30/2020595103864N/A6/30/2020606153270N/A3/31/2020586241961N/A12/31/2019720401169N/A9/30/201975759N/A78N/A6/30/201985484N/A92N/A3/31/2019968100N/A110N/A12/31/20181,064114N/A127N/A9/30/20181,107130N/A141N/A6/30/20181,150146N/A156N/A3/31/2018976111N/A132N/A12/31/201777172N/A104N/A9/30/201758157N/A64N/A6/30/201738040N/A22N/A3/31/201734723N/A20N/A12/31/20162996N/A16N/A9/30/2016302-54N/A17N/A6/30/2016278-111N/A17N/A3/31/2016274-104N/A-5N/A12/31/2015246-89N/A-25N/A9/30/2015267-71N/A-36N/A6/30/2015324-62N/A-51N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: OMHの予測収益成長が 貯蓄率 ( 3.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: OMHの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: OMHの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: OMHの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: OMHの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OMHの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 06:23終値2026/06/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋OM Holdings Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関null nullBIMB Securities Sdn. BhdPeter O'ConnorBofA Global ResearchAhmad Bin RamliKenanga Research8 その他のアナリストを表示
お知らせ • Nov 21Om Holdings Limited Maintains Production Guidance for the Financial Year 2024OM Holdings Limited maintained production guidance for the financial year 2024. For the year, the company expects production guidance of 460,000 to 490,000 tonnes per annum.
Price Target Changed • Oct 05Price target increased to AU$1.31Up from AU$1.13, the current price target is an average from 2 analysts. New target price is 13% above last closing price of AU$1.16. Stock is up 268% over the past year.
お知らせ • Jul 06OM Holdings Limited Provides Business Update on its Malaysian OperationsOM Holdings Limited provided a business update on its Malaysian operations further to the announcement made on 28 May 2021. The Company's smelter complex in Sarawak, Malaysia ("OM Sarawak" or the "Plant") has been temporarily suspended since 28 May 2021 following directions from relevant Government Authorities. The Company is now pleased to announce that it has been granted approval to resume operations. Accordingly, operations have recommenced initially with four furnaces within a phased plan to ramp-up production in stages given the constrained manpower environment and the Company's focus to prioritise employee safety. As a result of the temporary suspension at the Plant, the Company had declared force majeure on all its sales contracts and its power purchase agreement until the Plant is able to resume and achieve steady state operations. During the temporary suspension, the Company was able to partially mitigate the impact to its supply chain by arranging for partial delivery of processed material to customers through third party logistic service providers. Multiple rounds of COVID-19 testing were conducted throughout June 2021. As at the time of writing, a total of 37 employees remain in quarantine. As a result of actively managing the segregation of Plant employees and continued COVID-19 testing, the Company has been granted approval by the Bintulu Division Disaster Management Committee to resume operations, and the lockdown on the affected premises has been lifted. The Company has initially recommenced operations with four furnaces earlier last week, operated by employees who have tested negative and been cleared to resume work, with a plan to ramp up production in stages, subject to manpower availability and further clearances from relevant authorities. Given on-going restrictions, such as the extension of the Movement Control Order (the "MCO") for Sarawak and taking into consideration the safety and wellbeing of all employees following a prolonged quarantine period, it is expected that the Plant may not be able to return to prior production levels in the short term.
お知らせ • Feb 05OM Holdings Limited Provides Update on Operations At the Qinzhou PlantOM Holdings Limited announced that the Company's smelter plant located in Qinzhou, China encompassing its smelting operation and sinter ore production has been suspended since March 2020 due to the COVID-19 pandemic. The decision to suspend the operations at the Qinzhou Plant has subsequently been re-evaluated. During the downtime period, OMQ was able to carry out major maintenance on 1 of the furnaces while the other furnace was upgraded from 16.5 MVA to 25.5 MVA. The furnace upgrade will improve production efficiency and increase total capacity at the Qinzhou Plant with an added flexibility to produce either silicomanganese or high carbon ferromanganese. After a period of trial production, full commercial operations for the upgraded furnace and the manganese ore sinter plant restarted on 31 January 2021, while the other furnace is anticipated to recommence production in first half 2021. The Qinzhou Plant now encompasses two sets of furnaces, 25.5 MVA and 16.5 MVA respectively, with a closed furnace design that enables the recycling of flue gases for sintering. Following the completion of the upgrading and maintenance of the two sets of furnaces, the Qinzhou Plant is expected to have a production capacity of 80,000 to 95,000 tonnes per annum of manganese alloys and 300,000 tonnes per annum of sintered ore.
Upcoming Dividend • Apr 30Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 29 May 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (3.3%).
New Risk • Apr 18New major risk - Revenue and earnings growthEarnings have declined by 30% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 30% per year over the past 5 years.
お知らせ • Apr 16OM Holdings Limited, Annual General Meeting, May 14, 2026OM Holdings Limited, Annual General Meeting, May 14, 2026, at 10:00 Singapore Standard Time. Location: hotel indigo singapore katong, 86 east coast road, katong square, joo chiat room, level 7, 428788, Singapore
Declared Dividend • Mar 11Dividend of AU$0.01 announcedShareholders will receive a dividend of AU$0.01. Ex-date: 7th May 2026 Payment date: 29th May 2026 Dividend yield will be 3.9%, which is lower than the industry average of 5.1%. Sustainability & Growth
New Risk • Mar 02New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 03Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to AU$0.29. The fair value is estimated to be AU$0.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 38% in the next year.
分析記事 • Feb 02The Returns At OM Holdings (ASX:OMH) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Buy Or Sell Opportunity • Jan 08Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to AU$0.33. The fair value is estimated to be AU$0.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 19% in a year. Earnings are forecast to grow by 38% in the next year.
Reported Earnings • Aug 31First half 2025 earnings released: US$0.013 loss per share (vs US$0.017 profit in 1H 2024)First half 2025 results: US$0.013 loss per share (down from US$0.017 profit in 1H 2024). Revenue: US$309.3m (flat on 1H 2024). Net loss: US$9.57m (down 175% from profit in 1H 2024). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 20Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to AU$0.27. The fair value is estimated to be AU$0.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
分析記事 • Aug 15We Like These Underlying Return On Capital Trends At OM Holdings (ASX:OMH)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to AU$0.30. The fair value is estimated to be AU$0.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
分析記事 • Jul 11OM Holdings Limited's (ASX:OMH) Share Price Could Signal Some RiskIt's not a stretch to say that OM Holdings Limited's ( ASX:OMH ) price-to-earnings (or "P/E") ratio of 17x right now...
Buy Or Sell Opportunity • Jun 30Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to AU$0.28. The fair value is estimated to be AU$0.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Buy Or Sell Opportunity • Jun 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to AU$0.29. The fair value is estimated to be AU$0.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Buy Or Sell Opportunity • May 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to AU$0.30. The fair value is estimated to be AU$0.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 67%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
お知らせ • Apr 16OM Holdings Limited, Annual General Meeting, May 15, 2025OM Holdings Limited, Annual General Meeting, May 15, 2025, at 10:00 Singapore Standard Time. Location: le meridien (davidson room, level 6), 2 jalan stesen sentral, kuala lumpur sentral, 50470 kuala lumpur, Malaysia
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: US$0.012 (vs US$0.025 in FY 2023)Full year 2024 results: EPS: US$0.012 (down from US$0.025 in FY 2023). Revenue: US$654.3m (up 11% from FY 2023). Net income: US$9.30m (down 49% from FY 2023). Profit margin: 1.4% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 01OM Holdings Limited announces Annual dividend, payable on May 23, 2025OM Holdings Limited announced Annual dividend of AUD 0.0040 per share payable on May 23, 2025, ex-date on May 01, 2025 and record date on May 02, 2025.
お知らせ • Nov 21Om Holdings Limited Maintains Production Guidance for the Financial Year 2024OM Holdings Limited maintained production guidance for the financial year 2024. For the year, the company expects production guidance of 460,000 to 490,000 tonnes per annum.
分析記事 • Sep 17OM Holdings Limited's (ASX:OMH) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider OM...
Reported Earnings • Aug 30First half 2024 earnings released: EPS: US$0.017 (vs US$0.026 in 1H 2023)First half 2024 results: EPS: US$0.017 (down from US$0.026 in 1H 2023). Revenue: US$308.4m (down 3.5% from 1H 2023). Net income: US$12.7m (down 33% from 1H 2023). Profit margin: 4.1% (down from 6.0% in 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Ming-Li Tan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16OM Holdings Limited, Annual General Meeting, May 16, 2024OM Holdings Limited, Annual General Meeting, May 16, 2024, at 10:00 Singapore Standard Time. Location: Hotel Indigo Singapore Katong, 86 East Coast, Katong Square, Singapore Singapore Agenda: To consider approval of 2023 Financial Statements and Reports; to consider re-election of Ms Julie Anne Wolseley and Dato' Abdul Hamid Bin Sh Mohamed as Directors; to consider re-election of Ms Julie Anne Wolseley as a Director; to consider re-election of Dato' Abdul Hamid Bin Sh Mohamed as a Director; to consider approval of Re-appointment of Auditor; to consider ratification of Share placement to JFE Shoji Corporation; and to consider ratification of Share Placement to JFE Shoji Corporation.
New Risk • Mar 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 155% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
New Risk • Mar 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.1% net profit margin). Shareholders have been diluted in the past year (4.0% increase in shares outstanding).
分析記事 • Jan 04OM Holdings Limited (ASX:OMH) Might Not Be As Mispriced As It LooksWith a price-to-earnings (or "P/E") ratio of 6.8x OM Holdings Limited ( ASX:OMH ) may be sending very bullish signals...
お知らせ • Dec 05OM Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 13.042995 million.OM Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 13.042995 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 27,633,464 Price\Range: AUD 0.472 Transaction Features: Subsequent Direct Listing
New Risk • Dec 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.3% net profit margin). Shareholders have been diluted in the past year (4.0% increase in shares outstanding).
お知らせ • Dec 02OM Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 13.042995 million.OM Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 13.042995 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 27,633,464 Price\Range: AUD 0.472 Transaction Features: Subsequent Direct Listing
Reported Earnings • Aug 30First half 2023 earnings released: EPS: US$0.026 (vs US$0.067 in 1H 2022)First half 2023 results: EPS: US$0.026 (down from US$0.067 in 1H 2022). Revenue: US$319.7m (down 32% from 1H 2022). Net income: US$19.1m (down 61% from 1H 2022). Profit margin: 6.0% (down from 11% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Profit margins are more than 30% lower than last year (5.3% net profit margin).
New Risk • Jun 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Apr 27Upcoming dividend of AU$0.015 per share at 2.2% yieldEligible shareholders must have bought the stock before 04 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (7.4%).
Buying Opportunity • Apr 13Now 22% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be AU$0.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be AU$0.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: US$0.092 (vs US$0.081 in FY 2021)Full year 2022 results: EPS: US$0.092 (up from US$0.081 in FY 2021). Revenue: US$856.6m (up 13% from FY 2021). Net income: US$67.8m (up 14% from FY 2021). Profit margin: 7.9% (in line with FY 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01Om Holdings Limited Announces Manganese Drilling Results At Its 49% Owned Bryah Basin Manganese ProjectBryah Resources Limited announced manganese drilling results at its 49% owned Bryah Basin manganese project. The drill results are part of the program drilled in March 2022. Bryah (49%) and OM (Manganese) Ltd. (OMM) (51%) have a Joint Venture (JV) to undertake exploration to test targets in the area, with a view to commencing manganese production. OMM is a wholly owned subsidiary of OM Holdings Limited, one of the suppliers of manganese ores. The Bryah Basin project area is located approximately 100-150km north of the town of Meekatharra in Western Australia. The Company's tenements and manganese mineral rights cover 1,135km² over parts of the western Bryah Basin. Figure 2 shows the Manganese Joint Venture tenement package, with prospects with an existing manganese Mineral Resource 1. RC Drilling of 2,458m was completed in 64 holes, 26 holes were reported on 1st August 2022 and the remainder in this announcement. Drilling at Redrum extended existing manganese intercepts from September 2021 drilling to the northwest and southeast, in holes RRRC029 to RRRC037. Results are now fully returned. the results from all holes with intercepts at greater than 15% manganese, over 2m or more labelled. The latest results highlight the prospectivity of the area in the north section of the prospect, with all holes drilled to date returning manganese intercepts of more than 2m thickness and greater than 15% manganese. The aspect of manganese mineralisation in the best mineralised area in the north of the prospect is a sub-horizontal sheet with a gentle plunge towards the south - southeast. Red arrows in Figure 4 show the directions the deposit is still open. Further infill and extensional drilling results were received. The results indicate that the mineralisation is open to the west and southwest with holes BRRC188 and BRRC187 intersecting 9 and 12m respectively over 22% Mn. BRRC189 returned 12m at 23.4% Mn from 13m downhole, demonstrating the consistent good thickness and grade of mineralisation within the additional domain at Brumby West that was first identified in late 2021. Results returned to date show continuity of the manganese at 40m infill line spacing. Red arrows show the directions the manganese mineralisation at Brumby West is still open. Drilling tested low order GAIP chargeability anomalies west of the existing deposit and tested a southern extension of the main lodes that are the basis of the current Mineral Resource for Area 74. Hole BRRC219 in the south of the area has returned 4m @ 27.5% Mn from 8m (previously released), indicating a southern extension of the mineralisation may be present. This will be followed up in coming works. Figure 6 below shows the location of March 2022 drilling at Area 74 with previously released intercepts. No additional intercepts were returned with the remaining assay results.
お知らせ • Aug 22OM Holdings Limited Change in Presentation Currency to US DollarsThe Board of OM Holdings Limited announced that OMH has voluntarily changed its presentation currency from Australian Dollars ("AUD") to United States Dollars ("USD") in accordance with International Accounting Standards 21 The Effects of Changes in Foreign Exchange Rates ("IAS 21") which allows for an entity to present its financial statements in any currency, so long as it is translated in accordance with IAS 21. Given that the majority of OMH and its subsidiaries' ("OMH Group") revenue, costs, assets and liabilities are denominated in USD, the Company's Board of Directors consider that the change in presentation currency will give investors and other stakeholders a clearer understanding of OMH's performance over time, particularly by reducing any volatility in OMH Group's earnings arising from the translation of foreign currency transactions and balances into AUD.
お知らせ • Jul 28Others Om Materials (Sarawak) Sdn Bhd Announces Ferroalloys Production UpdateThe Board of OM Holdings Limited announced that OM Materials (Sarawak) Sdn Bhd has successfully modified and converted two of its idled ferrosilicon furnaces to produce manganese alloys. The FeSi - Manganese Alloys Conversion Project was motivated by a need to align product mix with global market demand, and to generate the highest return per furnace over the full price cycle. Both furnaces have been successfully hot commissioned with production currently ramping up. Upon full commercial production, both converted furnaces will be used to produce manganese alloys, bringing the entire Plant's manganese alloys production capacity to 330,000 to 400,000 tonnes per annum. The Plant now encompasses 16 units of 25.5MVA furnaces, of which 6 units are allocated for the production of FeSi, 8 units for manganese alloys, and 2 units for silicon metal which are currently undergoing conversion works. The Company's smelting production guidance for the year remains unchanged with scheduled major maintenance works having commenced in June 2022. The furnaces scheduled for major maintenance will be shut down in stages, to minimise disruptions to ongoing operations.
分析記事 • Jul 20OM Holdings (ASX:OMH) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Recent Insider Transactions • Jul 02Executive Chairman & CEO recently bought AU$432k worth of stockOn the 29th of June, Ngee Tong Low bought around 551k shares on-market at roughly AU$0.78 per share. This was the largest purchase by an insider in the last 3 months. This was Ngee Tong's only on-market trade for the last 12 months.
Buying Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be AU$1.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 64%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
お知らせ • May 23OM Holdings Limited Announces Retirement of Teo Liang Huat as Independent Non-Executive DirectorThe Board of OM Holdings Limited announced that following the Annual General Meeting held on May 20, 2022, Mr. Thomas Teo Liang Huat has retired as an independent Non-Executive Director of the Board and relevant Board committees. Mr. Teo joined the Board as an independent Non-Executive Director in July 2008 and the Board expresses its appreciation for his significant and invaluable guidance on commercial, financial and strategic initiatives directed towards the evolving global OMH Group operations. Mr. Teo's commitment and business acumen was outstanding and his independent minded and focused approach was highly valued by all stakeholders.
Buying Opportunity • Apr 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be AU$1.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 64%. Revenue is forecast to grow by 37% in 2 years. Earnings is forecast to grow by 46% in the next 2 years.
お知らせ • Apr 22OM Holdings Limited, Annual General Meeting, May 20, 2022OM Holdings Limited, Annual General Meeting, May 20, 2022, at 10:00 W. Australia Standard Time. Location: Quest Kings Park, Level 1, 54 Kings Park Road West Perth Western Australia Australia Agenda: To consider financial statements and reports; to consider re-election of Mr. Tan Peng Chin as a director; to consider re-election of Ms. Julie Anne Wolseley as a director; to consider re-election of Dato' Abdul Hamid Bin Sh Mohamed as a director; to consider re-election of Ms. Tan Ming-li as a director; and to consider approval of re-appointment of auditor.
お知らせ • Apr 12OM Holdings Limited Declares Distribution for the Year Ended December 31, 2021 Payable on May 06, 2022OM Holdings Limited declared distribution for the year ended December 31, 2021. An AUD 0.02000000 will be paid on May 06, 2022 to the record holders as on April 07, 2022. Ex-dividend date is April 08, 2022.
Upcoming Dividend • Mar 31Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (7.9%).
Buying Opportunity • Mar 16Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be AU$1.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% per annum over the last 3 years. Earnings per share has declined by 64% per annum over the last 3 years.
お知らせ • Mar 04OM Holdings Limited Announces Its Maiden Manganese JORC ResourceOM Holdings Limited announce its maiden Manganese JORC Resource. Bryah owns 49% of the manganese rights in a Joint Venture with OM (Manganese) Ltd, a wholly owned subsidiary of OM Holdings Limited. The mode of mineralisation for manganese in the Horseshoe Ranges is in-situ and detrital manganese formation within shale and siltstone, with rare thin Banded Iron Formation bands. The mineralisation is present on the flanks of iron stone ridges, typically at the change of slope zone between the ridges and the plains to the south and west of the folded Horseshoe Range. This change of slope is the zone of transition to softer, less resistant (to weathering) shale units as opposed to iron siltstones higher on the ridge. Supergene regolith processes are the likely formation mechanism for all manganese mineralisation in this area. Elemental segregation within the weathering profile has resulted in manganese oxide forming within the saprolite profile of the shales and siltstones of the Horseshoe Formation as sub-horizontal to gently dipping lenticular bodies. This style of mineralisation is preserved at: Eastern area of Brumby Creek East; Northern portion of Brumby Creek West; Horseshoe Extensions. The other style of manganese deposit is formed by erosion and re-working of manganese material down- slope to form detrital deposits in channels.
Reported Earnings • Mar 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: AU$0.11 (up from AU$0.007 in FY 2020). Revenue: AU$1.04b (up 33% from FY 2020). Net income: AU$81.9m (up AU$76.6m from FY 2020). Profit margin: 7.9% (up from 0.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Over the next year, revenue is forecast to grow 31%, compared to a 1,047% growth forecast for the mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 28OM Holdings Limited Declares Final Dividend for Fiscal Year 2021, Payable on May 6, 2022OM Holdings Limited announced that Board has resolved to declare a final dividend of AUD 0.02 per share for 2021. The Record Date for the dividend will be 8 April 2022 and the Payment Date will be 6 May 2022.
分析記事 • Feb 09We Like These Underlying Return On Capital Trends At OM Holdings (ASX:OMH)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Nov 01OM Holdings (ASX:OMH) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Oct 05Is OM Holdings (ASX:OMH) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Oct 05Price target increased to AU$1.31Up from AU$1.13, the current price target is an average from 2 analysts. New target price is 13% above last closing price of AU$1.16. Stock is up 268% over the past year.
お知らせ • Jul 06OM Holdings Limited Provides Business Update on its Malaysian OperationsOM Holdings Limited provided a business update on its Malaysian operations further to the announcement made on 28 May 2021. The Company's smelter complex in Sarawak, Malaysia ("OM Sarawak" or the "Plant") has been temporarily suspended since 28 May 2021 following directions from relevant Government Authorities. The Company is now pleased to announce that it has been granted approval to resume operations. Accordingly, operations have recommenced initially with four furnaces within a phased plan to ramp-up production in stages given the constrained manpower environment and the Company's focus to prioritise employee safety. As a result of the temporary suspension at the Plant, the Company had declared force majeure on all its sales contracts and its power purchase agreement until the Plant is able to resume and achieve steady state operations. During the temporary suspension, the Company was able to partially mitigate the impact to its supply chain by arranging for partial delivery of processed material to customers through third party logistic service providers. Multiple rounds of COVID-19 testing were conducted throughout June 2021. As at the time of writing, a total of 37 employees remain in quarantine. As a result of actively managing the segregation of Plant employees and continued COVID-19 testing, the Company has been granted approval by the Bintulu Division Disaster Management Committee to resume operations, and the lockdown on the affected premises has been lifted. The Company has initially recommenced operations with four furnaces earlier last week, operated by employees who have tested negative and been cleared to resume work, with a plan to ramp up production in stages, subject to manpower availability and further clearances from relevant authorities. Given on-going restrictions, such as the extension of the Movement Control Order (the "MCO") for Sarawak and taking into consideration the safety and wellbeing of all employees following a prolonged quarantine period, it is expected that the Plant may not be able to return to prior production levels in the short term.
分析記事 • Jun 01Is OM Holdings (ASX:OMH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 5th of May, Peter Church's tenure as Independent Non-Executive Director ended after 9.4 years in the role. As of December 2020, Peter personally held only 94.26k shares (AU$55k worth at the time). Peter is the only executive to leave the company over the last 12 months.
分析記事 • May 06OM Holdings (ASX:OMH) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
お知らせ • Feb 27OM Holdings Limited Resolves Not to Declare Final Dividend for the Fiscal Year 2020The Board of OM Holdings Limited has resolved not to declare a final dividend for the fiscal year 2020.
お知らせ • Feb 05OM Holdings Limited Provides Update on Operations At the Qinzhou PlantOM Holdings Limited announced that the Company's smelter plant located in Qinzhou, China encompassing its smelting operation and sinter ore production has been suspended since March 2020 due to the COVID-19 pandemic. The decision to suspend the operations at the Qinzhou Plant has subsequently been re-evaluated. During the downtime period, OMQ was able to carry out major maintenance on 1 of the furnaces while the other furnace was upgraded from 16.5 MVA to 25.5 MVA. The furnace upgrade will improve production efficiency and increase total capacity at the Qinzhou Plant with an added flexibility to produce either silicomanganese or high carbon ferromanganese. After a period of trial production, full commercial operations for the upgraded furnace and the manganese ore sinter plant restarted on 31 January 2021, while the other furnace is anticipated to recommence production in first half 2021. The Qinzhou Plant now encompasses two sets of furnaces, 25.5 MVA and 16.5 MVA respectively, with a closed furnace design that enables the recycling of flue gases for sintering. Following the completion of the upgrading and maintenance of the two sets of furnaces, the Qinzhou Plant is expected to have a production capacity of 80,000 to 95,000 tonnes per annum of manganese alloys and 300,000 tonnes per annum of sintered ore.
分析記事 • Feb 02A Look At The Fair Value Of OM Holdings Limited (ASX:OMH)How far off is OM Holdings Limited ( ASX:OMH ) from its intrinsic value? Using the most recent financial data, we'll...
Is New 90 Day High Low • Jan 28New 90-day high: AU$0.87The company is up 176% from its price of AU$0.32 on 30 October 2020. The Australian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 27% over the same period.
分析記事 • Jan 18Why OM Holdings Limited (ASX:OMH) Is A Dividend RockstarIs OM Holdings Limited ( ASX:OMH ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Is New 90 Day High Low • Jan 07New 90-day high: AU$0.60The company is up 86% from its price of AU$0.33 on 09 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 20% over the same period.
分析記事 • Jan 03Has OM Holdings Limited's (ASX:OMH) Impressive Stock Performance Got Anything to Do With Its Fundamentals?OM Holdings (ASX:OMH) has had a great run on the share market with its stock up by a significant 83% over the last...
分析記事 • Dec 20Is OM Holdings (ASX:OMH) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 06Does OM Holdings's (ASX:OMH) Statutory Profit Adequately Reflect Its Underlying Profit?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Is New 90 Day High Low • Dec 04New 90-day high: AU$0.39The company is up 18% from its price of AU$0.33 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 12% over the same period.
分析記事 • Nov 23What Percentage Of OM Holdings Limited (ASX:OMH) Shares Do Insiders Own?The big shareholder groups in OM Holdings Limited (ASX:OMH) have power over the company. Insiders often own a large...
Is New 90 Day High Low • Oct 26New 90-day low: AU$0.31The company is down 3.0% from its price of AU$0.32 on 28 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 2.0% over the same period.
分析記事 • Jul 10A Piece Of The Puzzle Missing From OM Holdings Limited's (ASX:OMH) Share PriceWith a price-to-earnings (or "P/E") ratio of 4.6x OM Holdings Limited (ASX:OMH) may be sending very bullish signals at...
分析記事 • Jun 22Should You Worry About OM Holdings Limited’s (ASX:OMH) ROCE?Today we'll look at OM Holdings Limited (ASX:OMH) and reflect on its potential as an investment. Specifically, we'll...