OMH 5.00% 42.0¢ om holdings limited

Ann: 30 September 2023 Quarterly Market Update, page-7

  1. 153 Posts.
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    I think the interest level is dependent on the ferroalloy market cycle, the liquidity providers do not like to look at things that are downtrending.. once we see a clear rebound in FeSi or Mn alloys prices, these guys will flock back. Just need to tide through the tougher time for our 2x returns potential.. FeSi and Mn alloys have stopped dropping in the past quarter and competitors are closing down, I think a rebound is near, probably in 2Q 2024 after the Chinese New Year. In the meantime, just nibble on the dividend policy of 10-30% NPAT.
 
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