OMH 0.00% 46.0¢ om holdings limited

OMH - Strong Sell, page-92

  1. 12,072 Posts.
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    I think investors are starting to realise that OMH is doing rather better than most think. The 1/2 year Mn ore production was 377,740 tonnes up on June 2018 (312,029 tonnes) . Judging from the S32 report the sales price is similar down a little in US$ terms but up in AUD$.
    My expectation is a Mn sales revenue of AUD$106 million and a profit of $43.5 million up from last year of $37 million. The alloy sales revenue will be down due to lower sales pricing/tonne but the sales volume is much the same.
    1/2 year 2019 222,458 tonnes of alloys v 223,943 tonnes in 2018.
    Total sales income of alloys down from $424.7 million to $378 million
    Profit down from $87.5 million to worst case scenario of $40 million.
    NPAT around $70 million is my best guess.
    The profit should be similar to IGO ( 1/2 year $75 million) MC $3 billion
    The profit similar to SBM ( Full year $144 million) MC $2.3 billion
 
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