Afarak Group Se Class A · OMXHEX:AFAGR
Afarak Group Se Class A — Ruukki Group — Non-Deal Roadshow (March 2011)
10 slides from Afarak Group Se Class A's roadshow presentation, March 2011
Slide 1: Unlocking Value To Deliver Sustainable Growth
Unlocking Value To Deliver Sustainable Growth www.ruukkigroup.fi March 2011 1
Slide 2: Leveraging Competitive Advantages for Growth
Leveraging Competitive Advantages for Growth Ruukki is an integrated mining and minerals producer supplying specialist products to the expanding steel and stainless steel industries, leveraging off its technological advantages, to fuel sustainable growth. Operating assets Stock exchange listings 2
Slide 3: Rapid Transition from a Conglomerate into a Focused Mining Company
Rapid Transition from a Conglomerate into a Focused Mining Company 2008 2009 2010 2011 • Kermas became • Acquisition of • New Board formed • Disposal of wood assets largest FerroAlloys • Mining and metals shareholder in processing • Transformation into pure focused strategy mining & minerals process
Slide 4: A Team with A Proven Track Record
A Team with A Proven Track Record Name Experience Dr Jelena Manojlovic +35 yrs experience human resources & 20 yrs in management positions in range Chairman of organisations, including NHS. Established university lecturer Dr Chris Pointon +40 yrs industry experience, including Shell, Gencor, Billito
Slide 5: Keys to Success
5. Aggressive tactical response to chrome 1. Long Chrome Ore market 4. Management: Keys to Success people with proven in Chrome 2. Vertical integration: track record Customer interface (Samancor, BHP Right size Billiton) 3. Low unit costs: DC technology low cost raw materials, in-house power 5
Slide 6: Ruukki has an Integrated Mine to Metals Asset Base
Ruukki has an Integrated Mine to Metals Asset Base Mining Processing Sales FerroAlloys Chrome Ore Stellite Mine, S. Africa Mogale, S.Africa Plasma Charge Ferrochrome 110,000tpa* SilicoManganese 300,000tpa* FeCr | SiMn |SSA Stainless Steel Alloy Chromite Concentrates RCS, Malta Speciality Alloys Low
Slide 7: The Path Forward…
The Path Forward… • 2010 was a year of restructuring assets and creating a platform for strong growth − After completion of Wood disposals, cash at hand app. 100 MEUR − Fluctuations of exchange rates between euro, South African rand, Turkish lira and US dollar can significantly impact our financial
Slide 8: Developing South African Organic Growth Opportunities
Developing South African Organic Growth Opportunities Phase 1: Increasing Chrome Ore Phase 2: Expanding Processing Production Capacity with 2 DC Furnaces • Relatively low capex to substantially increase • 70MW each, total installed production capacity production of 280,000tpa − Expand production at
Slide 9: Ruukki's Future Growth Profile Over the Next Five Years
Ruukki’s Future Growth Profile Over the Next Five Years Mining Processing Sales FerroAlloys S.Africa Stellite Mine 480,000tpa* Mogale, S.Africa 300,000tpa* Chrome Ore 110,000tpa* Plasma Charge Ferrochrome FeCr | SiMn |SSA SilicoManganese Mecklenberg, Waylox & Stainless Steel Alloy Others 2 DC Furnac
Slide 10: Ruukki: Designed to Deliver Sustainable Growth
Ruukki: Designed to Deliver Sustainable Growth Vertically Integrated Competitive Advantage: DC 3 Phase Growth Technology Broaden to include power, a major key Phasing growth sensible & minimises input cost for SA Up to 30% cheaper operating costs risk Offers product flexibility = preferred Chrome de