Anglo American plc · LSE:AAL

Anglo American — UBS Global Basic Materials Conference 2008

15 slides from Anglo American's conference presentation, Jun 12, 2008

  1. Slide 1: Delivering our strategy

    Delivering our strategy UBS Global Basic Materials Conference Cynthia Carroll June 2008 This presentation is being made only to and is directed only at (a) persons who have professional experience in matters relating to investments falling within Article 19(1) of the Financial Services and Markets A

  2. Slide 2: Agenda

    Agenda 1 Safety Update 2 A focused mining company 3 Our growth opportunities 4 Outlook 1

  3. Slide 3: Strong safety record = strong operating performance

    Strong safety record = strong operating performance ¾ Step change in safety practices being applied ¾ Frequency of incidences trending down ¾ Continued drive towards zero-harm Simple Zero Mindset No Repeats non-negotiable standards 2

  4. Slide 4: Creating a focused mining group

    Creating a focused mining group Old Anglo Platinum Diamonds Coal Base Ferrous Ferrous Industrial Gold Paper & Metals Metals Industries Minerals packaging New Anglo Platinum Diamonds Coal Ferrous Base Metals Metals 3

  5. Slide 5: A global player

    A global player Operations across 40+ countries Market Capitalisation: $87 billion FTSE 100 Ranking: 9th Base Metals Platinum Base Metals Diamonds Coal Diamonds Iron Ore Coal Coal Base Metals Base Metals Exploration Coal Activity Base Metals Diamonds Iron Ore Base Metals Base Metals Iron Ore Coal Pl

  6. Slide 6: A unique portfolio across Precious, Bulks and Base

    A unique portfolio across Precious, Bulks and Base ¾ Platinum - World’s largest producer ¾ Diamonds - World’s largest producer ¾ Coal - Leading producer ¾ Copper - Major producer ¾ Iron Ore - Developing significant footprint 15 45 South Africa 33 Precious Americas Bulk Rest of World Base 41 Other2 4

  7. Slide 7: From 'Old Anglo' to 'One Anglo'

    From ‘Old Anglo’ to ‘One Anglo’ ƒ Limited co-operation ƒ Increased integration and between business units knowledge sharing ƒ Numerous standards and ƒ Common standards and policies policies ƒ Limited exploitation of ƒ Development of shared synergies services Major management changes announced ¾ New

  8. Slide 8: Major Asset Optimisation underway: Initial $1 bn savings target

    Major Asset Optimisation underway: Initial $1 bn savings target Procurement ƒ Annualised savings of $950 m in 3 years ƒ Centralisation of global procurement function Shared ƒ Annualised savings of $50 m in 2 years Services ƒ Establishment of shared service centers Asset ƒ Delivering full potential o

  9. Slide 9: Competitive approved mining project pipeline

    Competitive approved mining project pipeline $14.3B 14000 $11.9B $12.0B 12000 $10.5B Other** Platinum 10000 Iron Ore Coal 8000 Copper $6.4B Nickel 6000 Diamonds Manganese $4.2B Alumina/Aluminium 4000 Uranium and Titanium dioxide 2000 0 BHP Billiton ex BHP Billiton Rio Tinto Rio Tinto Xstrata** Anglo

  10. Slide 10: Leading Project Pipeline

    Leading Project Pipeline 2010 / 2011 2012 / 2013 2014 and Beyond Los Collahuasi Quellaveco Bronces Expan. 2 Minas-Rio Pebble Zondags- fontein Minas-Rio Phase I expansion Jacaré Amandel- Lebowa Barro bult Michiquillay Sishen Alto Sishen Expan. 2 Sishen Pellets Collah. Expan. 1 South Cerrejon Elders S

  11. Slide 11: Base Metals: Significant growth underway

    Base Metals: Significant growth underway Copper production to double in 5 years Nickel production to double in 3 years 1600 150 Development & Development & 1000 100 Conceptual Conceptual In execution In execution 600 50 Current production: 666 kt Current production: 45 kt 2008 2016 2008 2016 Attribu

  12. Slide 12: Bulks: Rapid expansion in Iron Ore & Met Coal

    Bulks: Rapid expansion in Iron Ore & Met Coal Iron Ore production to grow 5-fold Met coal production to increase 70% in 5 years in 2 years 160 40 Development & Development & Conceptual Conceptual 100 20 In execution In execution 50 12 Current production: 32.4 Current production: 11.2 2008 2016 2008

  13. Slide 13: The market leader in PGMs

    The market leader in PGMs 2007 Gross sales revenue by metal (%) 8 10 Platinum ¾ Anglo Platinum the global leader with c.40% Palladium platinum market share 50 Rhodium 24 Nickel ¾ Targeting 5% CAGR in production Other ¾ Structural market deficit over past decade 8 supports strong growth in PGM profit

  14. Slide 14: Outlook

    Outlook 1. Demand for basic commodities will remain strong driven largely by continued urbanization and industrialization of BRIC countries, especially China 2. Supply of basic commodities is constrained by declining quality assets in increasingly difficult locations, and by the increasing scarcity

  15. Slide 15: Delivering our strategy

    Delivering our strategy UBS Global Basic Materials Conference Cynthia Carroll June 2008 This presentation is being made only to and is directed only at (a) persons who have professional experience in matters relating to investments falling within Article 19(1) of the Financial Services and Markets A

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