Obviously management cares.however, unless they start buying...

Obviously management cares.

however, unless they start buying shares off the open market. They arent in control of the share price.

their main priority should be on running the company as efficiently as possible and to increase the profits over time.

this is happening right now, profits r high and going up higher.



however the stock market doesnt always move according to business performance.

over a long period it usually does. Over a short period anything can happen.

the stock market is going down the toilet and with the us fed aggressively hiking. Theres likely going to be a recession in 2023 latest. Maybe its going to be really bad.

the entire market is going down the toilet.


However, omhs business is likely to be relatively unaffected by ths downturn.

despite the likely fall in demand for steel and many other commodities.

prices r underpinned by high thermal and natural gas prices.

Theres also a ton of smelters that have shut production. Primarily in europe, also in india and china. Ukraine has likely shuttered everything as well.


even if power(thermal coal and natural gas) prices come down. The profit margin from such a market is unlikely to incentivize returning additional production to the market.


however if this is a garden variety recession. And steel marketreturn. Ferroalloy prices may actually be higher than what it was in 1st half 2022.

which would give astronomical profits to omh. In this scenario, they would likely make substantially more than rm900mil.
assuming all 3 issues r handled well(tax, shareholding and 100% production).


what is omh selling for today to give us this opportunity? A pe of 5.

its selling for nothing.