OMH 4.44% 47.0¢ om holdings limited

If u were to consider om holdings as an electricity supplier....

  1. 1,106 Posts.
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    If u were to consider om holdings as an electricity supplier.

    ie: they r selling electricity by producing ferroalloys from cheap electricity and exporting it to places with more expensive electricity.

    their usage is 350mwh of electricity. That is 350mw * 24 hours*365 days*1000(kwh).

    Which is about 3billion kwhs in a year.

    assuming there is a 4 cents usd per kwh difference between what omh is producing and what the other producers r producing at.

    that is 120million usd in cashflow a year.

    of course, this scenario assumes that average price of electricity is 7.5 usd cents globally.

    in reality, in europe its closer to 40 usd cents. In india its capped in certain regions at 15 usd cents.

    in china its likely lower, but unlikely to be lower than 7.5 usd cents.

    its just a matter of time for production to adjust to fit these realities.
    Last edited by King87: Om holdings cost is about 3.5 usd cents per kwh 07/09/22
 
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