Anglo American plc · LSE:AAL
Anglo American — Investor Presentation (March 2006)
13 slides from Anglo American's investor presentation, Mar 29, 2006
Slide 1: We are: .
We are: .
Slide 2: Anglo American plc Investment Analysts Presentation
Anglo American plc Investment Analysts Presentation Dr EC Dowling - Group Mining and Exploration Director 29 March 2006 1
Slide 3: De Beers Strategic Drivers
DE BEERS STRATEGIC DRIVERS Drive returns on capital Sustainable Demand growth Partnerships Profitable production growth Reputation issues Value creation through the DTC Organisation effectiveness Cost efficiencies To reach our target of + US$2 BILLION EBIDTA BY 2009 2
Slide 4: The Role of GME – Supporting Delivery of De Beers Growth Strategy
THE ROLE OF GME – SUPPORTING DELIVERY OF DE BEERS GROWTH STRATEGY Develop and execute a supply strategy which delivers increasing value to the De Beers Family of companies…. forever 3
Slide 5: De Beers Operations
DE BEERS OPERATIONS Snap Lake Victor Williamson Diamonds 4
Slide 6: De Beers Safety Performance
DE BEERS SAFETY PERFORMANCE 0.6 0.5 0.4 0.3 0.2 0.1 0 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2010 Excellent 2005 safety results for Group : •LTIFR improved by 12% •LTISR improved by 63% •FIFR improved by 80% 5
Slide 7: GME Key Outputs
GME KEY OUTPUTS Gaining access to highly prospective ground Finding and bringing to production new deposits Executing high value Group projects (greenfields and brownfields) Providing differentiating technical services and products to Group operating companies that add value to the bottom li
Slide 8: Group Portfolio Development – Focusing on High Value Opportunities
GROUP PORTFOLIO DEVELOPMENT – FOCUSING ON HIGH VALUE OPPORTUNITIES De Beers Group De Beers Group BU and VC Demand/Supply Alignment Group Alignment Recommended Portfolio Investment Group Committee Portfolio Forum De Beers De Beers Manage and Group Preferred maintain The World Portfolio Portfolio Port
Slide 9: Accelerated New Diamond Delivery – Doing Things Right
ACCELERATED NEW DIAMOND DELIVERY – DOING THINGS RIGHT 6 Years 12 Years ANDD Process … Construction Commission Conceptual Studies Feasibility Ground Access Construction Access to Early Advanced Conceptual and to Pre-feasibility Feasibility & Ground Exploration Exploration Studies Discover Deposits Pr
Slide 10: 2006 total direct exploration budget: USD 94 million
2006 total direct exploration budget: USD 94 million Canad EEP a China India CAR DRC Brasil Angola Legend Zimbabwe Botswan Secondary Source Mines a Australia Primary Source Mines RSA Active Exploration Areas Exploration Presence in Area Kilometers 0 2,500 5,000 7,500 10,000 9
Slide 11: GME - Some Successes to Date
GME - SOME SUCCESSES TO DATE Group Portfolio Development Group recommended portfolio identified high value targets Group Business Development/Group Exploration over 30 Joint Venture Agreements signed in 2005 Significant increase in access to prospective ground Group Exploration 31 new kimberlites di
Slide 12: Research and Development Highlights
RESEARCH AND DEVELOPMENT HIGHLIGHTS Mineral identification tool Development of an Indicator mineral sorter for early exploration at final stages of development. Modular High-Throughput Recovery Unit (ModRUP) Cost effective wet & dry recovery system undergoing testwork Magnetic Sorting High sensitivi
Slide 13: Conclusion
CONCLUSION 2005 was a good start to chapter 2 – achieved focus on the high value growth opportunities Good results have begun to flow through People, systems and processes are well positioned to drive out further exploration success and operational efficiencies in 2006 12