Horizon Holdings PLC

CIF-01439 · U76438AU2014PLC101439 · Mining · SME · Australia

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RM: Amelia Thomas
Credit Risk Manager: Ella Anderson
Exposure: $35.04M
CBRB: OLEM
Internal: OLEM
Risk Score:58 · Medium
Total Exposure
$35.04M
Prev: $34.85M0.6%
Utilization
76.7%
Prev: 70.8%5.9pp
Banking Relationships
3
Prev: 30.0
CBRB Rating
OLEM
Prev: OLEM
Internal Rating
OLEM
Prev: Normal
Open Alerts
4
C 0
H 4
M 0
L 0

Exposure Trend Analysis · 24 Months

Funded · Non-Funded · Total

Utilization Trend · Reporting Bank vs Other Banks

Threshold 70%

Rating Migration Timeline

2024-07
Normal
Start
2025-04
OLEM
Downgrade

Banking Relationship Trend · Number of Banks (CBRB)

Increase Decrease No Change

Alert History · 5

DateAlert TypeSeverityDescriptionStatusAssigned ToResolved
1/30/2026Utilization Above 70%HighFacility utilization breached the 70% early-warning threshold.
Open
Ava Johnson
2/15/2026Rating DowngradeHighBorrower rating migrated from OLEM to OLEM.
Open
Harper Davis
3/9/2026Exposure Shift to Other BanksHighExposure with our bank declined while CBRB system exposure remained stable, indicating a shift to competitors.
Open
Benjamin Jones
12/17/2025Rating DowngradeHighBorrower rating migrated from OLEM to OLEM.
Open
Daniel Martin
6/9/2026Utilization Above 70%HighFacility utilization breached the 70% early-warning threshold.
Dismissed
Charlotte Perez

AI Risk Score

58
/ 100
Medium Risk
Low
0-30
Med
31-60
High
61-80
Crit
81-100

Risk Driver Analysis

CBRB Rating Migration+21
Utilization Level+19
Industry Concentration+14
Banking Relationship Growth+6
Exposure Growth Trend+5
Internal Rating Drift+5

AI Risk Commentary

AI
Customer exposure increased by 0.6% month-over-month, currently at $35.04M. Banking relationships moved from 3 to 3 banks per CBRB data. CBRB rating remained stable from OLEM to OLEM. Current utilization is 76.7% — above the 70% early warning threshold. Overall borrower risk is assessed as medium.

Recommended Actions

Review Credit Facility Structure
High
Schedule Customer Meeting
Medium
Reassess Collateral Coverage
High
Escalate to Credit Committee
Low
Initiate Monthly Monitoring
Medium

Relationship Team

Relationship Manager
Amelia Thomas
amelia.thomas@bank.com
+1 555 0154
Portfolio: $1.86B
Credit Risk Manager
Ella Anderson
ella.anderson@bank.com
+1 555 0242
Portfolio: $1.99B
Business Head
Michael Miller
michael.miller@bank.com
+1 555 0033
Portfolio: $2.26B
MonthFundedNon-FundedTotalUtilizationBanksRating
2026-06$22.29M$12.75M$35.04M76.7%3OLEM
2026-05$20.48M$14.37M$34.85M70.8%3OLEM
2026-04$22.14M$12.02M$34.15M69.8%4OLEM
2026-03$19.42M$14.98M$34.40M72.4%4OLEM
2026-02$20.12M$14.38M$34.50M75.3%4OLEM
2026-01$19.90M$16.03M$35.93M70.8%4OLEM
2025-12$21.97M$14.88M$36.85M75.5%4OLEM
2025-11$19.68M$15.40M$35.08M77.8%4OLEM
2025-10$22.08M$12.23M$34.31M75.1%4OLEM
2025-09$22.03M$10.96M$32.99M77.1%4OLEM
2025-08$19.93M$13.28M$33.21M75.2%4OLEM
2025-07$20.17M$14.47M$34.65M71.0%4OLEM