This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's business segments in sustainable metals technology products including high purity raw materials, metals, and complex metal products. It also outlines several macroeconomic trends driving demand in AMG's end markets such as energy, aerospace, and infrastructure. Specifically, it notes AMG's role as a primary producer of 4 out of 14 critical raw materials identified as important to the European economy.
This document provides an overview of AMG Advanced Metallurgical Group N.V. for an industrial conference in September 2010. It discusses AMG's financial highlights for the first half of 2010, including revenues of $479 million and EBITDA of $45.9 million. It also summarizes AMG's business segments, products, end markets, notable acquisitions and projects, and financial performance within each segment.
This document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. AMG is a global technology-driven specialty metals company with operations in Europe, North America, South America, and Asia. In 2009, the company generated $867 million in revenue and $69 million in EBITDA. It has a diverse product portfolio that serves end markets such as aerospace, infrastructure, energy, and specialty metals & chemicals. The presentation discusses AMG's financial highlights, macroeconomic trends and markets, products, end markets, and revenue breakdown by market and product.
Amg barclays clean energy conference september 2010 finalAMG
This document summarizes AMG Advanced Metallurgical Group N.V.'s presentation at the Barclays Global Renewables and Clean Technology Conference on September 2-3, 2010. AMG produces high purity metals and complex metal products, as well as vacuum furnaces. In the first half of 2010, AMG reported revenues of $479.3 million and EBITDA of $45.9 million. AMG has a global presence and focuses on markets such as aerospace, energy, and infrastructure. The company is involved in developing clean technology and sustainable metals for applications like solar energy, lithium batteries, and nuclear fuels.
The document provides an investor presentation for AMG Advanced Metallurgical Group N.V for the second quarter of 2010. It summarizes the company's financial highlights including revenues of $235.8 million and EBITDA of $22 million for Q1 2010. It also gives an overview of AMG's global operations, product offerings in high purity metals and vacuum furnaces, and participation in key end markets such as aerospace, energy, infrastructure, and specialty metals & chemicals.
The document is an investor presentation for AMG Advanced Metallurgical Group from July 2012. It provides an overview of AMG, including that it is listed on the NYSE Euronext Amsterdam exchange, had 2011 revenues of $1.351 billion and EBITDA of $110.1 million. It also summarizes AMG's business units, products, end markets, strategy to increase shareholder value through revenue growth, productivity gains, and acquisitions.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
This document provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's markets, products, strategy and end markets. Key points include:
- AMG serves growing end markets with specialty metal products and engineering solutions related to reducing carbon emissions and conserving resources.
- In Q3 2011, AMG's largest end markets by revenue were specialty metals and chemicals (39.2% of revenue) and aerospace (27.1% of revenue).
- Within specialty metals, antimony and tantalum were two of AMG's fastest growing products, driven by demand from electronics and other industries.
- The document also notes AMG has raw material
This document provides an overview of AMG Advanced Metallurgical Group N.V. for an industrial conference in September 2010. It discusses AMG's financial highlights for the first half of 2010, including revenues of $479 million and EBITDA of $45.9 million. It also summarizes AMG's business segments, products, end markets, notable acquisitions and projects, and financial performance within each segment.
This document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. AMG is a global technology-driven specialty metals company with operations in Europe, North America, South America, and Asia. In 2009, the company generated $867 million in revenue and $69 million in EBITDA. It has a diverse product portfolio that serves end markets such as aerospace, infrastructure, energy, and specialty metals & chemicals. The presentation discusses AMG's financial highlights, macroeconomic trends and markets, products, end markets, and revenue breakdown by market and product.
Amg barclays clean energy conference september 2010 finalAMG
This document summarizes AMG Advanced Metallurgical Group N.V.'s presentation at the Barclays Global Renewables and Clean Technology Conference on September 2-3, 2010. AMG produces high purity metals and complex metal products, as well as vacuum furnaces. In the first half of 2010, AMG reported revenues of $479.3 million and EBITDA of $45.9 million. AMG has a global presence and focuses on markets such as aerospace, energy, and infrastructure. The company is involved in developing clean technology and sustainable metals for applications like solar energy, lithium batteries, and nuclear fuels.
The document provides an investor presentation for AMG Advanced Metallurgical Group N.V for the second quarter of 2010. It summarizes the company's financial highlights including revenues of $235.8 million and EBITDA of $22 million for Q1 2010. It also gives an overview of AMG's global operations, product offerings in high purity metals and vacuum furnaces, and participation in key end markets such as aerospace, energy, infrastructure, and specialty metals & chemicals.
The document is an investor presentation for AMG Advanced Metallurgical Group from July 2012. It provides an overview of AMG, including that it is listed on the NYSE Euronext Amsterdam exchange, had 2011 revenues of $1.351 billion and EBITDA of $110.1 million. It also summarizes AMG's business units, products, end markets, strategy to increase shareholder value through revenue growth, productivity gains, and acquisitions.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
This document provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's markets, products, strategy and end markets. Key points include:
- AMG serves growing end markets with specialty metal products and engineering solutions related to reducing carbon emissions and conserving resources.
- In Q3 2011, AMG's largest end markets by revenue were specialty metals and chemicals (39.2% of revenue) and aerospace (27.1% of revenue).
- Within specialty metals, antimony and tantalum were two of AMG's fastest growing products, driven by demand from electronics and other industries.
- The document also notes AMG has raw material
- The document is an investor presentation from AMG Advanced Metallurgical Group from October 2010.
- AMG produces high purity metals and complex metal products, as well as vacuum furnaces, with a global presence.
- In the first half of 2010, AMG reported revenues of $479 million and EBITDA of $45.9 million, with growth in advanced materials and specialty metals offsetting declines in solar furnace sales.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. for December 2010. Key points include:
- AMG produces high purity metals and complex metal products, as well as vacuum furnaces, with global operations across Europe, North America, South America and Asia.
- For the first three quarters of 2010, AMG reported revenues of $719.8 million and EBITDA of $64.7 million, with growth over the same period in 2009.
- AMG's products and markets include advanced materials for aerospace, infrastructure, energy and specialty metals/chemicals, with its two business segments being Advanced Materials and Engineering Systems.
The document is an investor presentation for Q3 2010 by AMG Advanced Metallurgical Group N.V.
The summary is:
- AMG reported revenues of $479.3 million and EBITDA of $45.9 million for the first half of 2010. Their key products are high purity metals and vacuum furnaces.
- Their largest end markets in the first half were specialty metals & chemicals (35% of revenue) and energy - solar & nuclear (23% of revenue).
- Advanced Materials saw improved profitability in Q2 2010 from higher prices. Engineering Systems revenue declined due to lower solar furnace orders.
- The company had $84.6 million in
The document discusses the status of the solar grade silicon industry. It provides an overview of AMG, a technology-driven specialty metals company with solar activities including ownership stakes in Timminco and Graphit Kropfmühl, both silicon metal producers. It also describes AMG Conversion, which produces multicrystalline silicon ingots, bricks and wafers for solar applications. The document outlines various solar grade silicon purification techniques and manufacturing processes, and discusses the impact of impurities on solar cell performance and efficiency.
Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2011
Ironmongers' Hall, City of London
17 March 2011
Speaker: Peter Willis, Oakdene Hollins
Based on the information provided, Matamec appears to be less developed than some of its peers in the heavy rare earth space like Avalon and Quest, but it has a large land position, defined resource at its Kipawa deposit, and appears to have a lower market capitalization compared to others at its stage of development. The summary provides an overview of Matamec's key rare earth asset, plans for advancement, and competitive positioning relative to other companies exploring for heavy rare earth deposits.
The document provides information about Metallurgical Consulting Group - India (MCG), an organization established in 1998 that provides metallurgical consulting services. MCG has experience in various industries including automotive, engineering, glass, and chemical. Their services include technical audits, quality control guidance, cost cutting solutions, material testing labs setup, and problem solving. They have experience in glass mould metallurgy and developing alloys for the glass industry to reduce costs and improve quality.
Kasbah Resources is an emerging tin producer focused on developing its Achmmach Tin Project in Morocco. It has a growing JORC resource of 7 million tonnes at 0.8% tin containing 54,000 tonnes of tin. A scoping study showed robust economics for the project with a pre-tax NPV of $126 million and IRR of 43% at a tin price of $23,000 per tonne. Kasbah is advancing the project with drilling, metallurgical testwork, permitting and a pre-feasibility study targeted for completion in 2012.
The document provides information on the AMTC Group of Companies, which is comprised of several divisions specializing in advanced applications in magnetism. The divisions include AMT&C for R&D, Polymagnet for magnetic products, Magnetite for magnetic cores and separators, and Fryazino for rare earth materials. The group has a strong intellectual property portfolio, human resources, industrial infrastructure, and market potential for continued growth in magnetic technologies.
This document provides an investor presentation by AMG Advanced Metallurgical Group N.V. It begins with disclaimers regarding the confidential nature of the document and that it does not constitute an offer to buy or sell securities. It then provides an overview of AMG, including its markets, products, financial highlights for 2010, and outlook. AMG operates in advanced materials and engineering systems. It reports growing revenues and earnings for 2010 driven by infrastructure, aerospace, and specialty metals markets. The presentation provides segment financial details and discusses opportunities in antimony, aerospace alloys, and an increasing order backlog.
This document provides an investor presentation by AMG Advanced Metallurgical Group N.V. It begins with disclaimers regarding the confidential nature of the document and that it does not constitute an offer to buy or sell securities. It then provides an overview of AMG, including its markets, products, financial highlights for 2010, and outlook. AMG operates in advanced materials and engineering systems. It reports growing revenues and earnings for 2010 driven by increased demand in aerospace, infrastructure and energy end markets.
The document discusses changes coming with the new European Union Customs Code (UCC) taking effect in May 2016, which aims to modernize and simplify customs clearance processes. Key points:
- The UCC will bring some changes to special customs procedures and principles for determining customs value, and may require reassessment of some customs authorizations.
- National customs authorities are interpreting the UCC differently, so companies should consult their relevant member state authority.
- Plans to develop electronic centralized customs clearance IT systems by end of 2020 have slipped, and full implementation may take longer. Companies will need to align their own IT systems on short notice once systems are notified.
- Special customs procedures like inward processing will see
The document discusses material risk and access to technology minerals that are critical to European industry. It identifies 14 such minerals and analyzes the supply risks and the ability of the European mining sector to respond. Over 60% of reserves for most technology minerals are concentrated in just 3 countries, many in higher risk environments. Few EU companies are involved in exploration or extraction, and they face challenges in funding given the early stage and risk profile of many projects. Joint ventures are increasingly used to share risk and secure supply.
Electrochemical jet machining (ECM) is an unconventional machining process that can machine hard metals and complex geometries. ECM involves dissolving metal ions from a workpiece using an electrolyte and controlled electric current flow. The document outlines a 4 phase process for developing ECM applications: 1) fundamental material research, 2) application research, 3) small series production, and 4) implementation at customer sites. ECM shows potential for aerospace, automotive, medical and other industries requiring precise machining of hard metals.
ALD Vacuum Technologies - Company OverviewThu Nguyen
The coverage of ALD on Vacuum Metallurgy and Heat Treatment fields is presented here. We never stop developing our ourselves, extending our spectrum globally.
Electrochemical jet machining (ECM) is a machining process that uses electrochemistry. ECM can machine hard metals and complex geometries that are difficult to machine through conventional methods. The process involves flowing an electrolyte solution between an anode and cathode, with material being dissolved from the anode. ECM Technologies researches ECM processes for specific materials and applications, developing machining strategies through fundamental studies and small series production testing before implementing the process at customer locations across industries such as aerospace, medical, and automotive.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. It provides an overview of AMG, including that it is listed on the NYSE Euronext Amsterdam, has over $1 billion in annual revenues and provides specialty metal alloys and engineering systems. It then summarizes AMG's business units, products, end markets and growth strategy, highlighting its focus on critical raw materials and growth through operational efficiency, vertical integration and EPS growth.
Objective Capital's Rare Earths, Speciality & Strategic Metals
Investment Summit 2012
Ironmongers' Hall, City of London
13-14 March 2012
Speaker: Adrian Chapman, Oakdene Hollins
The document provides an overview of the vanadium industry and AMG Vanadium's position within it. Global vanadium production is expected to decrease in the coming years due to rationalization in China and issues with South Africa's largest producer. Vanadium demand is projected to continue growing due to increasing use in steel production. As a secondary producer recycling spent catalyst, AMG Vanadium has a cost advantage and is economically viable across market price levels. It is well positioned to be a leading long-term supplier to the North American steel industry.
Taiwan Mach Technology Co., Ltd. is a leading manufacturer of magnesium alloys in Asia with integrated production facilities in Taiwan and China. The company produces magnesium alloys, precision die cast parts, and sacrificial anodes for various applications including automotive, electronics, machinery, aerospace, biomedical, and corrosion protection. It focuses on innovation, industry-university collaboration, and developing green technologies like hydrogen production and carbon reduction.
The document provides an investor presentation for AMG Advanced Metallurgical Group from March 2013. It summarizes AMG's business segments, recent developments including operational improvements and segment realignment, key products, end markets, and financial highlights for each business unit. It also discusses the outlook for each segment in 2013, with an emphasis on improving margins and earnings through cost reductions in AMG Processing, stable backlog and slight growth in AMG Engineering, and long-term supply contracts driving growth in AMG Mining.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V.:
- AMG is a global specialty metals and mineral company with revenues of $1.35 billion in 2011 across four business units.
- Recent developments include appointing new presidents for AMG Mining and AMG Aluminum to improve operations.
- In Q1 2012, AMG acquired over 5.4% of shares in Graphit Kropfmühl through a voluntary tender offer.
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- The document is an investor presentation from AMG Advanced Metallurgical Group from October 2010.
- AMG produces high purity metals and complex metal products, as well as vacuum furnaces, with a global presence.
- In the first half of 2010, AMG reported revenues of $479 million and EBITDA of $45.9 million, with growth in advanced materials and specialty metals offsetting declines in solar furnace sales.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. for December 2010. Key points include:
- AMG produces high purity metals and complex metal products, as well as vacuum furnaces, with global operations across Europe, North America, South America and Asia.
- For the first three quarters of 2010, AMG reported revenues of $719.8 million and EBITDA of $64.7 million, with growth over the same period in 2009.
- AMG's products and markets include advanced materials for aerospace, infrastructure, energy and specialty metals/chemicals, with its two business segments being Advanced Materials and Engineering Systems.
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The summary is:
- AMG reported revenues of $479.3 million and EBITDA of $45.9 million for the first half of 2010. Their key products are high purity metals and vacuum furnaces.
- Their largest end markets in the first half were specialty metals & chemicals (35% of revenue) and energy - solar & nuclear (23% of revenue).
- Advanced Materials saw improved profitability in Q2 2010 from higher prices. Engineering Systems revenue declined due to lower solar furnace orders.
- The company had $84.6 million in
The document discusses the status of the solar grade silicon industry. It provides an overview of AMG, a technology-driven specialty metals company with solar activities including ownership stakes in Timminco and Graphit Kropfmühl, both silicon metal producers. It also describes AMG Conversion, which produces multicrystalline silicon ingots, bricks and wafers for solar applications. The document outlines various solar grade silicon purification techniques and manufacturing processes, and discusses the impact of impurities on solar cell performance and efficiency.
Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2011
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Based on the information provided, Matamec appears to be less developed than some of its peers in the heavy rare earth space like Avalon and Quest, but it has a large land position, defined resource at its Kipawa deposit, and appears to have a lower market capitalization compared to others at its stage of development. The summary provides an overview of Matamec's key rare earth asset, plans for advancement, and competitive positioning relative to other companies exploring for heavy rare earth deposits.
The document provides information about Metallurgical Consulting Group - India (MCG), an organization established in 1998 that provides metallurgical consulting services. MCG has experience in various industries including automotive, engineering, glass, and chemical. Their services include technical audits, quality control guidance, cost cutting solutions, material testing labs setup, and problem solving. They have experience in glass mould metallurgy and developing alloys for the glass industry to reduce costs and improve quality.
Kasbah Resources is an emerging tin producer focused on developing its Achmmach Tin Project in Morocco. It has a growing JORC resource of 7 million tonnes at 0.8% tin containing 54,000 tonnes of tin. A scoping study showed robust economics for the project with a pre-tax NPV of $126 million and IRR of 43% at a tin price of $23,000 per tonne. Kasbah is advancing the project with drilling, metallurgical testwork, permitting and a pre-feasibility study targeted for completion in 2012.
The document provides information on the AMTC Group of Companies, which is comprised of several divisions specializing in advanced applications in magnetism. The divisions include AMT&C for R&D, Polymagnet for magnetic products, Magnetite for magnetic cores and separators, and Fryazino for rare earth materials. The group has a strong intellectual property portfolio, human resources, industrial infrastructure, and market potential for continued growth in magnetic technologies.
This document provides an investor presentation by AMG Advanced Metallurgical Group N.V. It begins with disclaimers regarding the confidential nature of the document and that it does not constitute an offer to buy or sell securities. It then provides an overview of AMG, including its markets, products, financial highlights for 2010, and outlook. AMG operates in advanced materials and engineering systems. It reports growing revenues and earnings for 2010 driven by infrastructure, aerospace, and specialty metals markets. The presentation provides segment financial details and discusses opportunities in antimony, aerospace alloys, and an increasing order backlog.
This document provides an investor presentation by AMG Advanced Metallurgical Group N.V. It begins with disclaimers regarding the confidential nature of the document and that it does not constitute an offer to buy or sell securities. It then provides an overview of AMG, including its markets, products, financial highlights for 2010, and outlook. AMG operates in advanced materials and engineering systems. It reports growing revenues and earnings for 2010 driven by increased demand in aerospace, infrastructure and energy end markets.
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- The UCC will bring some changes to special customs procedures and principles for determining customs value, and may require reassessment of some customs authorizations.
- National customs authorities are interpreting the UCC differently, so companies should consult their relevant member state authority.
- Plans to develop electronic centralized customs clearance IT systems by end of 2020 have slipped, and full implementation may take longer. Companies will need to align their own IT systems on short notice once systems are notified.
- Special customs procedures like inward processing will see
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The document provides an investor presentation for AMG Advanced Metallurgical Group from March 2013. It summarizes AMG's business segments, recent developments including operational improvements and segment realignment, key products, end markets, and financial highlights for each business unit. It also discusses the outlook for each segment in 2013, with an emphasis on improving margins and earnings through cost reductions in AMG Processing, stable backlog and slight growth in AMG Engineering, and long-term supply contracts driving growth in AMG Mining.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V.:
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2. Cautionary Note
THIS DOCUMENT IS STRICTLY CONFIDENTIAL AND IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION BY AMG
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This presentation does not constitute or form part of, and should not be construed as, an offer to sell or issue or the solicitation of an offer to buy or acquire
securities of the Company or any of its subsidiaries nor should it or any part of it, nor the fact of its distribution, form the basis of, or be relied on in connection
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This presentation has been prepared by, and is the sole responsibility of, the Company. This document, any presentation made in conjunction herewith and any
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and should not be construed as, an offer, invitation or solicitation to subscribe for or purchase, or dispose of any of the securities of the companies mentioned
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Certain statements in this presentation constitute forward-looking statements, including statements regarding the Company's financial position, business strategy,
plans and objectives of management for future operations. These statements, which contain the words "believe,” “expect,” “anticipate,” “intends,” “estimate,”
“forecast,” “project,” “will,” “may,” “should” and similar expressions, reflect the beliefs and expectations of the management board of directors of the
Company and are subject to risks and uncertainties that may cause actual results to differ materially. These risks and uncertainties include, among other factors,
the achievement of the anticipated levels of profitability, growth, cost and synergy of the Company’s recent acquisitions, the timely development and acceptance
of new products, the impact of competitive pricing, the ability to obtain necessary regulatory approvals, and the impact of general business and global economic
conditions. These and other factors could adversely affect the outcome and financial effects of the plans and events described herein.
Neither the Company, nor any of its respective agents, employees or advisors intend or have any duty or obligation to supplement, amend, update or revise any
of the forward-looking statements contained in this presentation.
The information and opinions contained in this document are provided as at the date of this presentation and are subject to change without notice.
This document has not been approved by any competent regulatory or supervisory authority.
2
3. AMG Advanced Metallurgical Group N.V.
Listed: NYSE-Euronext Amsterdam: AMG
Founded: 2006
Revenues: $951.1M TTM
Employees: 2,500
Facilities: Netherlands, Germany, UK, USA, Brazil, France,
Turkey, Czech Republic, China, Mexico, Belgium,
Sri Lanka
Market cap: €364.1M
Shares outstanding: 27.5M
52 week range: €6.25–€13.74
Recent share price: €13.24 (February 10, 2011)
Sustainable Metals Technology Products:
High purity raw materials, metals and complex metal products
Vacuum furnaces used to produce high purity metals
3
4. Macroeconomic Trends and Markets
■ AMG participates in the macro economic trend of:
■ Growing demand for natural resources in context of CO2
reduction and sustainable environmental demands for:
■ Responsible energy production and use
■ Emerging market infrastructure
■ Aerospace and light weight materials
■ Specialty metals and chemicals
4
5. Critical Raw Materials
The EU identified 14 critical raw materials(1) to the European economy –
focusing on two determinants – economic importance and supply risk
AMG currently produces 4 of those elements
“Critical” raw
materials
(1) European Commission Annex V to the Report of the Ad-hoc Working Group on defining critical raw materials
5
6. Products & Markets
Advanced Materials Engineering Systems
High-value alloys Capital equipment for high purity
Essential raw materials materials
Specialty Metals &
Energy Aerospace Infrastructure Chemicals
6
7. Critical Raw Materials
Primary producers of critical raw materials
Titanium
Vanadium
Magnesium
Chromium
Titanium Antimony Graphite
Antimony
Magnesium Lithium Magnesium
Silicon Titanium Titanium
Magnesium
Vanadium
Graphite
Graphite
Tantalum
Tantalum
Niobium
Tantalum
Lithium
Chromium Tantalum
Vanadium
AMG raw material
mines
7
9. Advanced Materials - Specialty metals pricing
$45
Increase from 2009 lows:
$40
FeV: 59%
Mo: 117%
Ni: 142%
$35
Price / Pound – V, Mo, Ni
$30
$25
$20
$15
$10
AMG IPO
$5
$0
2007 2008 2009 2010 2011
Ferro Vanadium Molybdenum Nickel
Prices are still below pre-crisis levels;
9 tied to demand for carbon and stainless steel
10. Engineering Systems - Market, Products and Customers
Energy - Solar Aerospace Energy - Nuclear
Solar silicon melting and Vacuum Melting and Re- Vacuum Sintering
Products
crystallisation systems melting Systems Systems
(DSS furnaces)
Precision Casting and
Coating Systems
Heat Treatment with high
pressure gas quenching
Notable Successes 2005 – Introduced single 2010 – Market Share leader Secured first nuclear
crucible furnaces in Ti remelting in China, the engineering contract with
fastest growing Ti market DOE, through Shaw-Areva
2005 –2009 – >$172 mm
in revenue, 2nd largest 2010 – Leading market share Two strategic acquisitions
market participant in turbine blade coating completed to expand product
portfolio
2010 – Introduced SCU
600+ DSS system
Sample Customers
10
12. Markets & Products – by the Numbers
YTD 2010 Revenue by YTD 2010 Revenue by
End Market Product
Tantalum & Graphite 5%
Niobium
4%
Chromium
Metal 8%
Aerospace 26% Vacuum Furnaces
25%
Specialty Metals &
Chemicals 36%
Antimony 11%
FeV & FeNiMo
Energy - Solar & 8%
Nuclear 22% Al Master Alloys
14%
Si Metal 9%
Infrastructure 16%
Ti Master Alloys
and Coatings
16%
12
13. Financial Highlights – YTD September 2010
2010 YTD Revenue 2010 YTD EBITDA
$719.8 $64.7
5.1
94.4
178.0 27.5 32.1
447.4
Revenue by Geography
Advanced Materials Engineering Systems Advanced Materials Engineering Systems
Graphit Kropfmühl Graphit Kropfmühl
North
America
21%
Asia
18%
Europe
56%
South
America
4%
ROW
13 Revenue and EBITDA in millions 1%
14. Financial Highlights
Revenue
(in millions) Highlights
Q3 Revenue: $240.4 million
Up 17% from Q3 2009
$243.5 $240.4
Q3 EBITDA: $18.8 million
$231.4 $235.8
Up 1% from Q3 2009
$205.4
Q3 EPS: $0.11
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10
Up from ($0.50) in Q3 2009
EBITDA YTD Revenue: $719.8 million
(in millions) Up 13% from YTD 2009
YTD EBITDA: $64.7 million
$22.0 $23.9 Up 14% from YTD 2009
$18.6 $18.8
$12.4
YTD EPS: $0.42 (1)
- - - Up from ($0.65) YTD 2009 (1)
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10
14
(1) Excluding the equity losses from AMG’s 42.5% ownership in Timminco Limited
16. Engineering Systems
Financial Summary Highlights
( in millions)
Revenue EBITDA
Q3 revenue decreased 14% v. Q3 2009
$73.8 Solar silicon DSS furnace revenues
$65.3
$61.6 decreased 44% in Q3 2010 v. Q3 2009
$59.5
$53.2 Q3 EBITDA decreased 33% v. Q3 2009
September 30, 2010 Backlog improved to
$147.1 million from $121 million at June 30,
2010
Order intake $66.9 million in Q3 2010
$11.0 $5.9
$12.1 $8.0 $7.4 1.26x book to bill ratio
- - - - -
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10 Diversified backlog - solar, aerospace
and transportation
CAPEX
$3.0
$1.2 $1.3
$0.8 $0.8
- - - - -
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10
16
17. Graphit Kropfmühl
Financial Summary Highlights
( in millions)
Revenue EBITDA Q3 revenue decreased 4% v. Q3 2009
$33.7 Decrease in silicon metal revenues due to
$33.3 $32.1 $32.4
$29.9 production issues
Silicon metal down 7%
Natural graphite up 37%
Q3 EBITDA decreased 23% v. Q3 2009
Lower revenues and higher costs in
silicon metal
$2.6 $1.5 $1.7 $2.0
- $1.2
- - - - Silicon metal down $1.0 million
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10
Natural graphite up $0.5 million
CAPEX for graphite milling expansion
CAPEX
$1.3
$1.0
$0.8 $0.7
$0.4
- - - - -
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10
17
18. Capital Base
Cash and Debt – September 30, 2010 Summary
( in millions)
■ Cash: $90.2 million
Cash Debt
$234.8 ■ Total debt: $234.8 million
$202.3 $203.8 $203.0 $204.3
■ Net debt: $144.6 million
■ Revolver availability: $61.3 million
$124.4
■ Total liquidity $151.5 million
$117.0
$98.9 $90.2
$84.6
Q3 09 Q4 09 Q1 10 Q2 10 Q3 10
Note: Cash includes short term investments
18
19. Outlook
■ Advanced Materials
■ Markets are improving
■ Antimony, tantalum and titanium alloys and coatings will drive growth in 2011
■ Engineering Systems
■ Backlog is increasing; renewed interest in solar silicon furnaces
■ Order intake driven by titanium, solar and specialty steel markets
■ Graphit Kropfmühl
■ AMG owns 88% of GK
■ Silicon metal pricing is improving
■ Timminco
■ AMG owns 42.5% of Timminco; not consolidated
■ Timminco sold 49% of its silicon metal operations for C$40.3 million; up to
C$10.0 million more based upon meeting performance metrics
19
21. Consolidated Balance Sheet
December 31, 2009 September 30, 2010
Fixed assets 211,022 212,440
Goodwill and intangibles 28,253 38,924
Other non-current assets 78,209 54,848
Inventories 193,378 202,318
Receivables 147,787 177,586
Other current assets 35,313 48,903
Cash 117,016 90,213
TOTAL ASSETS 810,978 825,232
TOTAL EQUITY 228,423 219,427
Long-term debt 168,319 184,499
Pension liabilities 91,358 88,500
Other long-term liabilities 51,249 34,896
Current debt 35,477 50,295
Accounts payable 69,791 84,450
Advance payments 54,764 44,556
Accruals 46,179 48,061
Other current liabilities 65,418 70,548
TOTAL LIABILITIES 582,555 605,805
TOTAL LIABILITIES AND EQUITY 810,978 825,232
21
in thousands
22. Consolidated Income Statement
Q3 2009 Q3 2010
Revenue 205,406 240,427
Cost of sales 165,457 198,325
Gross profit 39,949 42,102
Selling, general and admin. 31,876 31,682
Asset impairment and restructuring 5,302 -
Environmental 4,075 257
Other income (1,194) (270)
Operating profit (110) 10,433
Net finance costs 5,465 2,921
Share of loss of associates (1,285) (17,554)
Profit before income taxes (6,860) (10,042)
Income tax expense 5,694 325
Profit for the year from continuing operations (12,554) (10,367)
Loss after tax for the year from discontinued operations (14,240) -
Loss for the year (26,794) (10,367)
Attributable to:
Shareholders of the Company (20,302) (11,170)
22 Minority interest (6,492) 803
in thousands
23. Consolidated Cash Flows
Nine months ended Nine months ended
September 30, 2009 September 30, 2010
Cash Flows from Operations (6,033) (13,903)
Capital Expenditures (20,755) (19,054)
Other Investing Activities (55,796) (26,622)
Cash Flows from Investing Activities (76,551) (45,676)
Cash Flows from Financing Activities 59,247 36,812
Net increase (decrease) in cash (23,337) (22,767)
Beginning Cash 143,473 117,016
Effects of exchange rates on cash 4,255 (4,036)
Ending Cash 124,391 90,213
Approximate availability under AMG lines of credit 97,708 61,300
Total Liquidity 222,099 151,513
23
in thousands