Impala Platinum Holdings Limited · JSE:IMP

Impala Platinum — JP Morgan Platinum Seminar, New York, Sept 2002

6 slides from Impala Platinum's conference presentation, September 2002

  1. Slide 1: The platinum investment of choice

    The platinum investment of choice David Brown, Finance Director JP Morgan Platinum Seminar, New York, Sept 2002 Platinum investment of choice ƒ Platinum market remains satisfactory ƒ Performance track record – Total shareholder return of 16% in US$ terms for FY2002 ƒ Innovative growth strategy built

  2. Slide 2: A substantial and robust company

    A substantial and robust company 4 A substantial and robust company ƒ Globally competitive ƒ Platinum reserves and resources of 99.20 million ounces ƒ Attributable reserves and resources up by an additional 50.4 million ounces ƒ + 30-year life-of-mine ƒ Substantial margins and cash flows ƒ Track rec

  3. Slide 3: Sound fundamentals in the PGMs market

    Sound fundamentals in the PGMs market ƒ Strong fundamental demand, particularly for platinum ƒ Jewellery markets to grow ƒ China ƒ India ƒ Emission legislation tightens ƒ Minimal opportunity for thrifting ƒ Vehicle markets growing (diesel) ƒ Potential for fuel cells in longer term 7 Growth strategy

  4. Slide 4: Growth strategy bears fruit

    Growth strategy bears fruit ƒ Target for 2 million ounces platinum by 2006 (3.9 million ounces PGMs) ƒ Further opportunities sought ƒ But, sustained profitability is the aim 2100 1950 1800 Platinum oz 1650 1500 1350 1200 1050 900 2001 2002 2003 2004 2005 2006 Mining & processing Concentrate processi

  5. Slide 5: Opportunities to unlock value

    Opportunities to unlock value ƒ Strong relative position in SA in light of Minerals Bill ƒ Support for objectives of Bill ƒ Submissions to Government in interests of good law ƒ Met with Minister on 27 June 2002 ƒ Implats empowerment model 13 Five pillars of empowerment Ownership Employment Training

  6. Slide 6: The platinum investment of choice

    The platinum investment of choice David Brown, Finance Director JP Morgan Platinum Seminar, New York, Sept 2002 16 6

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