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. 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 CO2 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 cautions that the information is confidential and does not constitute
Morgan stanley global basic materials conferenceevraz_company
EVRAZ GROUP S.A. reported preliminary results for fiscal year 2006 and the first half of 2007. Revenues increased 57% in the first half of 2007 due to growth in the Russian market and higher steel prices. Steel sales volumes remained flat while average steel prices increased 51% due to a shift toward higher margin products. The mining segment also saw a significant increase in earnings due to higher iron ore and metallurgical coal prices, which helped hedge steel production costs. Overall, the company strengthened its market position in key regions through acquisitions and leveraging demand growth.
Deutsche bank mining and metals conferenceevraz_company
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the first half of 2006. EBITDA grew 87% to $2.05 billion for the period, with the net profit increasing 98% to $1.126 billion. The results were driven by strong steel demand and prices in Russia as well as contributions from recent acquisitions. Steel sales volumes were flat while average steel prices increased 51% compared to the prior year period. The mining segment also saw a 157% increase in EBITDA due to higher iron ore and metallurgical coal prices.
The document discusses positioning a startup to attract financing. It outlines trends showing declining Canadian venture capital (VC) investments in early 2012 but a rebound in late 2012, with British Columbia outpacing other regions. Later sections provide tips for attracting investors, including having a strong team, articulating your vision, protecting intellectual property (IP), and preparing share structures and material contracts. It emphasizes the importance of regular IP audits and properly assigning ownership of inventions and contractors' works.
The document provides an overview of Jaymart Group's businesses, including its mobile phone business unit, network services unit, and asset management unit. It discusses the performance of Jaymart's mobile phone business, including sales figures over time, revenue breakdown by product type, average selling prices, and accessory performance. It also outlines Jaymart's expansion plans, store locations, market share goals, and IT Junction's property and rental management business.
1) Mining industries face challenges of declining ore grades, increasing depths, and rising costs of extraction.
2) The CRC ORE aims to address these challenges through developing technologies for grade engineering, which optimizes resource extraction through rapid characterization, flexible processing circuits, and increasing the effective grade of mine feed.
3) Grade engineering exploits coarse liberation through techniques like differential blasting, gravity separation, and sensor-based sorting to convert low grade ore into upgraded feed.
The document provides an agenda and information on home appliance and automotive segments for SNC. It includes data on air conditioner production in Thailand from 2010-2012 with major makers accounting for 75% of production. Pages also show sales, earnings and ratios for SNC's home appliance and automotive segments in 3Q12 and comparisons to prior periods. Key financial metrics like ROA, ROE, debt levels, share prices and dividends are also summarized for SNC.
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the same period in 2006. Steel product sales volumes remained almost flat at 8.466 million tonnes while average steel prices grew 51% due to strong demand. The mining segment also saw significant growth, with EBITDA up 157% to $345 million on higher iron ore and metallurgical coal production. For the full year 2007, EVRAZ expects consolidated revenues to increase 45-55% and EBITDA to grow 55-60% compared to 2006.
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 CO2 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 cautions that the information is confidential and does not constitute
Morgan stanley global basic materials conferenceevraz_company
EVRAZ GROUP S.A. reported preliminary results for fiscal year 2006 and the first half of 2007. Revenues increased 57% in the first half of 2007 due to growth in the Russian market and higher steel prices. Steel sales volumes remained flat while average steel prices increased 51% due to a shift toward higher margin products. The mining segment also saw a significant increase in earnings due to higher iron ore and metallurgical coal prices, which helped hedge steel production costs. Overall, the company strengthened its market position in key regions through acquisitions and leveraging demand growth.
Deutsche bank mining and metals conferenceevraz_company
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the first half of 2006. EBITDA grew 87% to $2.05 billion for the period, with the net profit increasing 98% to $1.126 billion. The results were driven by strong steel demand and prices in Russia as well as contributions from recent acquisitions. Steel sales volumes were flat while average steel prices increased 51% compared to the prior year period. The mining segment also saw a 157% increase in EBITDA due to higher iron ore and metallurgical coal prices.
The document discusses positioning a startup to attract financing. It outlines trends showing declining Canadian venture capital (VC) investments in early 2012 but a rebound in late 2012, with British Columbia outpacing other regions. Later sections provide tips for attracting investors, including having a strong team, articulating your vision, protecting intellectual property (IP), and preparing share structures and material contracts. It emphasizes the importance of regular IP audits and properly assigning ownership of inventions and contractors' works.
The document provides an overview of Jaymart Group's businesses, including its mobile phone business unit, network services unit, and asset management unit. It discusses the performance of Jaymart's mobile phone business, including sales figures over time, revenue breakdown by product type, average selling prices, and accessory performance. It also outlines Jaymart's expansion plans, store locations, market share goals, and IT Junction's property and rental management business.
1) Mining industries face challenges of declining ore grades, increasing depths, and rising costs of extraction.
2) The CRC ORE aims to address these challenges through developing technologies for grade engineering, which optimizes resource extraction through rapid characterization, flexible processing circuits, and increasing the effective grade of mine feed.
3) Grade engineering exploits coarse liberation through techniques like differential blasting, gravity separation, and sensor-based sorting to convert low grade ore into upgraded feed.
The document provides an agenda and information on home appliance and automotive segments for SNC. It includes data on air conditioner production in Thailand from 2010-2012 with major makers accounting for 75% of production. Pages also show sales, earnings and ratios for SNC's home appliance and automotive segments in 3Q12 and comparisons to prior periods. Key financial metrics like ROA, ROE, debt levels, share prices and dividends are also summarized for SNC.
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the same period in 2006. Steel product sales volumes remained almost flat at 8.466 million tonnes while average steel prices grew 51% due to strong demand. The mining segment also saw significant growth, with EBITDA up 157% to $345 million on higher iron ore and metallurgical coal production. For the full year 2007, EVRAZ expects consolidated revenues to increase 45-55% and EBITDA to grow 55-60% compared to 2006.
The document provides an overview of the Indian steel industry as of December 2010. It notes that Indian steel demand has grown at a compound annual growth rate of 9.4% over the last 5 years and is expected to continue growing over 10% annually through 2020, driven by high GDP growth and huge infrastructure investment by the government. Domestic steel production has also increased significantly over the past decade but demand continues to outpace production.
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.
This document provides a preliminary summary of results for EVRAZ Group S.A. for fiscal year 2006 and the first half of 2007:
- Revenues for the first half of 2007 increased 57% to $6.02 billion compared to the same period in 2006. EBITDA grew 87% to $2.05 billion for the first half of 2007.
- Russia remained the key market, with revenues up 47% and steel product volumes increasing 16% for the first half of 2007 compared to 2006.
- Average steel product prices grew 51% to $629 per tonne for the first half of 2007, with a shift toward higher margin products.
Fortuna Silver Mines Inc. is a silver mining company with operations in Peru and Mexico. The presentation provides an overview of Fortuna's two core operating assets: the San Jose Mine in Mexico and the Caylloma Mine in Peru. It also summarizes the company's financial performance, growth strategy, and extensive land holdings for exploration.
The document summarizes Braskem's 2Q10 results presentation to investors. It notes that resin and petrochemical prices reversed their upward trend at the end of 2Q10 due to various economic factors. Braskem's EBITDA grew 15% compared to 1Q10, driven by improved performance at Quattor. Leverage declined below 3x for the first time since acquisitions as debt payments were accelerated. Braskem expects to realize $400 million in annual synergies from the Quattor acquisition by 2012 through production optimization, logistics improvements, and joint supply management.
The document is the agenda for the Annual Meeting of Shareholders of Murphy Oil Corporation held on May 9, 2012. It includes presentations by David M. Wood, President and CEO of Murphy Oil, on the external environment facing the energy industry, an overview of Murphy's upstream and downstream portfolios, and conclusions. The agenda covers topics such as growing global population and energy demand, trends in global crude oil and natural gas supply and demand, and historical commodity prices.
Jp morgan annual emea equity conference — londonevraz_company
This document provides an overview of Evraz Group, a vertically integrated steel and mining company, for investors attending the JPMorgan Annual EMEA Equity Conference in London on January 25-26, 2007. The summary includes highlights of Evraz's operations, financial performance in 1H2006, strategies for growth, and positioning in the Russian and CIS steel markets.
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.
Alister McConnell- Resources & Energy Symposium 2012Symposium
The document discusses putting the proper focus on Bankable Feasibility Studies (BFS) given the extraordinary growth in mining and infrastructure projects in Australia. It notes that (1) there have been massive constraints on regional rail and port infrastructure, (2) equity markets have become stretched to finance new projects, and (3) debt markets remain constrained despite some recovery since the global financial crisis. It argues that too often BFS become over-engineered beyond what is actually required by capital markets. A properly focused BFS should identify the targeted market, capital needs, likely structure, and other key factors to minimize wasted early equity and tailor work to financing requirements.
The document forecasts key UK economic indicators from 2007 to 2015. It predicts that UK GDP growth will be around 1% in 2011-2012 before slowly recovering to a long-term trend of 2.4% by 2015. Inflation is expected to fall to around 2.5% in 2012 as past increases drop out, but remain above the 2% target. Unemployment is projected to rise to 2.7 million in 2012 before gradually declining, while the unemployment rate averages 8.5% in 2012. Interest rates are expected to rise above 1.5% by the end of 2012 as growth recovers. Oil prices are forecast to increase to around $130 per barrel by 2015.
This document provides an overview of Avion Gold, a growing gold producer in West Africa. Key points include:
- Avion has increased production from 51,000 ounces in 2009 to 87,660 ounces in 2010 and plans to ramp up to 200,000 ounces per year by 2012 across its properties in Mali and Burkina Faso.
- Avion has a large exploration package of over 500km2 that is still 75% unexplored and aims to increase its resource base from the current 1.3M ounces of M&I and 2.1M ounces of inferred resources.
- Avion has consolidated assets purchased for less than $0.20 per dollar between 2008-2010 and has a
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 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.
Metso Corporation Interim Review January - March 2012 presentationMetso Group
The document provides an interim review of Metso Corporation for the first quarter of 2012. Some key highlights include:
- Order intake was strong at EUR 1,920 million, up 4% year-over-year. Net sales increased 22% to EUR 1,755 million.
- EBITA before non-recurring items was EUR 140 million, up 14% compared to Q1 2011.
- The mining and construction segment performed well with a 47% increase in EBITA. Automation profitability was weak.
- Cash flow was strong with free cash flow of EUR 116 million and cash conversion of 135%. The balance sheet remains solid.
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.
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 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 for potential investors. It discusses AMG's markets, products, strategy, and financials. Key points include: AMG serves growing end markets with specialty metal products and engineering solutions related to CO2 reduction and resource conservation. It has facilities globally and listed on the NYSE Euronext Amsterdam exchange. AMG focuses on critical raw materials and produces products for applications in energy, aerospace, infrastructure and specialty metals/chemicals. Recent developments include an acquisition and new debt facilities through 2016.
Amg investor presentation q2 2011 september hcs notesAMG
The document provides an overview of AMG Advanced Metallurgical Group including key details about its markets, products, facilities and financial performance. It highlights AMG's position in critical raw materials for the European economy and how its diversified portfolio of specialty metals and minerals provides stability in uncertain economic times. Specific segments like aerospace are called out as experiencing strong growth trends that will support AMG's business in the long run.
Ubs critical raw materials seminar, frankfurt, march 2011AMG
This document discusses major challenges in minor metals such as titanium, vanadium, antimony, and silicon metal. It notes that demand for these critical raw materials is growing rapidly due to technological developments, but primary supply faces severe risks due to reserve depletion and volatility in pricing. Recycling provides only a partial solution due to limitations in collection systems and recycling technologies. Government action is needed to help address issues of supply security and demand growth for these important minor metals.
The document summarizes an investor presentation by AMG Advanced Metallurgical Group. It provides an overview of AMG, including its markets, products, business units, and key financial highlights. AMG serves growing end markets with specialty metal products and engineering solutions. It has three business units: Advanced Materials, Engineering Systems, and Graphit Kropfmühl. For the second quarter of 2011, AMG reported revenues of $368.3 million, gross profit of $69 million, and EBITDA of $31.4 million, representing year-over-year growth.
Northern Graphite Corporation owns the Bissett Creek graphite project located in Ontario, Canada. It has a large mineral resource of graphite estimated using NI 43-101 standards. The project has the potential for open pit mining and conventional flotation processing to produce large and jumbo flake graphite concentrates of over 94% purity. The deposit is near surface and could provide a source of graphite to meet growing demand, particularly for batteries and other new technologies.
The document provides an overview of the Indian steel industry as of December 2010. It notes that Indian steel demand has grown at a compound annual growth rate of 9.4% over the last 5 years and is expected to continue growing over 10% annually through 2020, driven by high GDP growth and huge infrastructure investment by the government. Domestic steel production has also increased significantly over the past decade but demand continues to outpace production.
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.
This document provides a preliminary summary of results for EVRAZ Group S.A. for fiscal year 2006 and the first half of 2007:
- Revenues for the first half of 2007 increased 57% to $6.02 billion compared to the same period in 2006. EBITDA grew 87% to $2.05 billion for the first half of 2007.
- Russia remained the key market, with revenues up 47% and steel product volumes increasing 16% for the first half of 2007 compared to 2006.
- Average steel product prices grew 51% to $629 per tonne for the first half of 2007, with a shift toward higher margin products.
Fortuna Silver Mines Inc. is a silver mining company with operations in Peru and Mexico. The presentation provides an overview of Fortuna's two core operating assets: the San Jose Mine in Mexico and the Caylloma Mine in Peru. It also summarizes the company's financial performance, growth strategy, and extensive land holdings for exploration.
The document summarizes Braskem's 2Q10 results presentation to investors. It notes that resin and petrochemical prices reversed their upward trend at the end of 2Q10 due to various economic factors. Braskem's EBITDA grew 15% compared to 1Q10, driven by improved performance at Quattor. Leverage declined below 3x for the first time since acquisitions as debt payments were accelerated. Braskem expects to realize $400 million in annual synergies from the Quattor acquisition by 2012 through production optimization, logistics improvements, and joint supply management.
The document is the agenda for the Annual Meeting of Shareholders of Murphy Oil Corporation held on May 9, 2012. It includes presentations by David M. Wood, President and CEO of Murphy Oil, on the external environment facing the energy industry, an overview of Murphy's upstream and downstream portfolios, and conclusions. The agenda covers topics such as growing global population and energy demand, trends in global crude oil and natural gas supply and demand, and historical commodity prices.
Jp morgan annual emea equity conference — londonevraz_company
This document provides an overview of Evraz Group, a vertically integrated steel and mining company, for investors attending the JPMorgan Annual EMEA Equity Conference in London on January 25-26, 2007. The summary includes highlights of Evraz's operations, financial performance in 1H2006, strategies for growth, and positioning in the Russian and CIS steel markets.
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.
Alister McConnell- Resources & Energy Symposium 2012Symposium
The document discusses putting the proper focus on Bankable Feasibility Studies (BFS) given the extraordinary growth in mining and infrastructure projects in Australia. It notes that (1) there have been massive constraints on regional rail and port infrastructure, (2) equity markets have become stretched to finance new projects, and (3) debt markets remain constrained despite some recovery since the global financial crisis. It argues that too often BFS become over-engineered beyond what is actually required by capital markets. A properly focused BFS should identify the targeted market, capital needs, likely structure, and other key factors to minimize wasted early equity and tailor work to financing requirements.
The document forecasts key UK economic indicators from 2007 to 2015. It predicts that UK GDP growth will be around 1% in 2011-2012 before slowly recovering to a long-term trend of 2.4% by 2015. Inflation is expected to fall to around 2.5% in 2012 as past increases drop out, but remain above the 2% target. Unemployment is projected to rise to 2.7 million in 2012 before gradually declining, while the unemployment rate averages 8.5% in 2012. Interest rates are expected to rise above 1.5% by the end of 2012 as growth recovers. Oil prices are forecast to increase to around $130 per barrel by 2015.
This document provides an overview of Avion Gold, a growing gold producer in West Africa. Key points include:
- Avion has increased production from 51,000 ounces in 2009 to 87,660 ounces in 2010 and plans to ramp up to 200,000 ounces per year by 2012 across its properties in Mali and Burkina Faso.
- Avion has a large exploration package of over 500km2 that is still 75% unexplored and aims to increase its resource base from the current 1.3M ounces of M&I and 2.1M ounces of inferred resources.
- Avion has consolidated assets purchased for less than $0.20 per dollar between 2008-2010 and has a
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 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.
Metso Corporation Interim Review January - March 2012 presentationMetso Group
The document provides an interim review of Metso Corporation for the first quarter of 2012. Some key highlights include:
- Order intake was strong at EUR 1,920 million, up 4% year-over-year. Net sales increased 22% to EUR 1,755 million.
- EBITA before non-recurring items was EUR 140 million, up 14% compared to Q1 2011.
- The mining and construction segment performed well with a 47% increase in EBITA. Automation profitability was weak.
- Cash flow was strong with free cash flow of EUR 116 million and cash conversion of 135%. The balance sheet remains solid.
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.
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 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 for potential investors. It discusses AMG's markets, products, strategy, and financials. Key points include: AMG serves growing end markets with specialty metal products and engineering solutions related to CO2 reduction and resource conservation. It has facilities globally and listed on the NYSE Euronext Amsterdam exchange. AMG focuses on critical raw materials and produces products for applications in energy, aerospace, infrastructure and specialty metals/chemicals. Recent developments include an acquisition and new debt facilities through 2016.
Amg investor presentation q2 2011 september hcs notesAMG
The document provides an overview of AMG Advanced Metallurgical Group including key details about its markets, products, facilities and financial performance. It highlights AMG's position in critical raw materials for the European economy and how its diversified portfolio of specialty metals and minerals provides stability in uncertain economic times. Specific segments like aerospace are called out as experiencing strong growth trends that will support AMG's business in the long run.
Ubs critical raw materials seminar, frankfurt, march 2011AMG
This document discusses major challenges in minor metals such as titanium, vanadium, antimony, and silicon metal. It notes that demand for these critical raw materials is growing rapidly due to technological developments, but primary supply faces severe risks due to reserve depletion and volatility in pricing. Recycling provides only a partial solution due to limitations in collection systems and recycling technologies. Government action is needed to help address issues of supply security and demand growth for these important minor metals.
The document summarizes an investor presentation by AMG Advanced Metallurgical Group. It provides an overview of AMG, including its markets, products, business units, and key financial highlights. AMG serves growing end markets with specialty metal products and engineering solutions. It has three business units: Advanced Materials, Engineering Systems, and Graphit Kropfmühl. For the second quarter of 2011, AMG reported revenues of $368.3 million, gross profit of $69 million, and EBITDA of $31.4 million, representing year-over-year growth.
Northern Graphite Corporation owns the Bissett Creek graphite project located in Ontario, Canada. It has a large mineral resource of graphite estimated using NI 43-101 standards. The project has the potential for open pit mining and conventional flotation processing to produce large and jumbo flake graphite concentrates of over 94% purity. The deposit is near surface and could provide a source of graphite to meet growing demand, particularly for batteries and other new technologies.
Taiwan's green energy ind alex tong itri 2012 10 31Helenachn Chen
The document discusses Taiwan's green energy industry and opportunities for cooperation. It provides background on ITRI, a non-profit R&D institution that has played a vital role in transforming Taiwan's economy. ITRI has contributed greatly to industry by developing technology for commercialization. The document then outlines Taiwan's challenges in green energy, current status of industries like solar PV and wind power, and opportunities in areas such as offshore wind and bio-butanol technology.
Presentation to Institute of Supply Management Steel Forum. Graphs Covering: North American Blast Furnaces/US Housing Starts/Seasonally Adjusted Annual Rate/Auto Production since 2000/Architects Billings Index/Carbon - Flat Rolled
Actual Shipments/Flat Rolled
Inventory (EOM)
Fluor Corporation is a global engineering and construction firm with over 43,000 employees working on over 1,000 projects annually in 66 countries. The document discusses trends in Fluor's key markets of energy, chemicals, power, and infrastructure. It finds that demand for project services is expected to grow fastest in Asia, the Middle East, and Central and South America at rates of 3-7% annually. While raw material prices have softened in recent months, they are expected to rebound. Fabrication shops currently have spare capacity as project activity remains low.
Energy Issues in the New Congress
Activities in Washington will have a major impact on the energy industry and therefore the economy of the Ports-to-Plains Corridor. Find out what Congress will be debating and how it affects jobs in your community.
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 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.
Drivers in the minor metals market beyond 2020Neal Brewster
The minor metals markets represent significant investment opportunities but face challenges over the next decade from economic, sustainability, and consumer demand trends. Three main factors will influence these markets - the global economic outlook, sustainability concerns regarding costs and supply, and shifting consumer and end use trends. While global economic growth is expected to be modest in the near term, the world's population and developing economies provide opportunities for increased metals consumption. However, pressures are rising around improving sustainability in the mining sector, which could significantly impact supply. Both producers and customers will need to respond through improving industry returns, reducing pollution and impacts, creating socio-economic benefits, and minimizing resource use. Roskill consulting can provide in-depth analysis and support to leverage opportunities and address challenges
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 agenda and overview of Total S.A., a leading integrated oil and gas company. The summary includes:
- Total is engaged in all aspects of the petroleum industry, including exploration, production, refining, chemicals, and marketing operations in over 130 countries.
- The document outlines Total's business model, which involves vertical integration across the value chain from upstream exploration to downstream delivery to customers.
- An analysis of Total's resources, competencies, and the attractiveness and competitiveness of different industry segments like oil/gas, renewables, and chemicals is also provided.
The document is an investor presentation for ING Benelux Conference in September 2012. It provides an overview of AMG Advanced Metallurgical Group including key metrics like revenues, EBITDA, employees and facilities. It then summarizes the company's business units, products, end markets and provides highlights on recent financial performance. The presentation aims to provide investors an update on AMG's operations and growth opportunities.
The document provides an overview of Dover Corporation's Q2 2008 performance and outlook. Key points include:
- Revenue grew 10% year-over-year to $2 billion in Q2 2008, with 5.4% organic growth. Earnings per share grew 16% to $0.98.
- All four business segments - Industrial Products, Engineered Systems, Fluid Management, and Electronic Technologies - saw revenue growth between 5.6-23%.
- The company achieved strong free cash flow of $192 million in Q2 and $301 million year-to-date, and remains on track to achieve its full year target of 10% of revenue.
- Dover reiterated
The document provides an overview of Dover Corporation's Q2 2008 performance and outlook. Key points include:
- Revenue grew 10% year-over-year to $2 billion in Q2 2008, with 5.4% organic growth. Earnings per share grew 16% to $0.98.
- All four business segments - Industrial Products, Engineered Systems, Fluid Management, and Electronic Technologies - saw revenue growth between 5.6-23%.
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This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V.:
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- In Q1 2012, AMG acquired over 5.4% of shares in Graphit Kropfmühl through a voluntary tender offer.
This presentation provides an overview of AMG Advanced Metallurgical Group for potential investors. It describes AMG as a global leader in specialty metals and mining, with 2011 revenues of $1.35 billion. The presentation highlights AMG's focus on high-value specialty alloys and raw materials that enable reductions in CO2 emissions and conservation of resources. It also identifies AMG's key business units, product areas, end markets served, and competitive advantages in vertical integration and access to critical raw materials.
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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.
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2. Cautionary Note
THIS DOCUMENT IS STRICTLY CONFIDENTIAL AND IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION BY AMG
ADVANCED METALLURGICAL GROUP N.V. (THE “COMPANY”) AND MAY NOT BE REPRODUCED IN ANY FORM OR FURTHER
DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR IN PART, FOR ANY PURPOSE. FAILURE TO COMPLY WITH
THIS RESTRICTION MAY CONSTITUTE A VIOLATION OF APPLICABLE SECURITIES LAWS.
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
with, any contract or commitment whatsoever.
This presentation has been prepared by, and is the sole responsibility of, the Company. This document, any presentation made in conjunction herewith and any
accompanying materials are for information only and are not a prospectus, offering circular or admission document. This presentation does not form a part of,
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
in this presentation. These materials do not constitute an offer of securities for sale in the United States or an invitation or an offer to the public or form of
application to subscribe for securities. Neither this presentation nor anything contained herein shall form the basis of, or be relied on in connection with, any
offer or commitment whatsoever. The information contained in this presentation has not been independently verified. No representation or warranty, express
or implied, is made as to, and no reliance should be placed on, the fairness, accuracy or completeness of the information or the opinions contained herein. The
Company and its advisors are under no obligation to update or keep current the information contained in this presentation. To the extent allowed by law, none
of the Company or its affiliates, advisors or representatives accept any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any
use of this presentation or its contents or otherwise arising in connection with the presentation.
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. Overview
Listed: NYSE-Euronext Amsterdam: AMG
Founded: 2006
Revenues: $1,313.4M LTM September 2011
EBITDA: $105.5M LTM September 2011
Employees: 3,100
Facilities: Netherlands, Germany, UK, USA, Brazil, France,
Canada, China, Belgium, Turkey, Poland, India, Sri
Lanka, Czech Republic
Market cap: €255M ($350M)
Shares outstanding: 27.5M
52 week range: €6.71–€16.76
Recent share price: €9.26 (November 8, 2011)
Sustainable Metals Technology Products:
High purity raw materials, metals and complex metal products
Vacuum furnaces used to produce high purity metals
3
4. Strategy
■ Serve growing end markets with high value-added specialty metal
products and engineering solutions, related to CO2 reduction and
conservation of natural resources
■ Execute through a combination of:
■ Vertical integration
■ Industry consolidation
■ Continuous investment in productivity and technology
■ Serve the end markets of:
■ Responsible energy production and use
■ Emerging market infrastructure
■ Aerospace and light weight materials
■ Specialty metals and chemicals
4
5. Products & Markets
Advanced Materials Engineering Systems Graphit Kropfmühl
High-value alloys Capital equipment for Silicon metal
Critical raw materials high purity materials Natural graphite
Specialty Metals &
Energy Aerospace Infrastructure Chemicals
5
6. End Markets – by the Numbers
2011 Q3 YTD Revenue 2011 Q3 YTD Gross Profit
$1,042.7 million $187.5 million
Aerospace
27.1% Aerospace
30.8%
Infrastructure
14.5%
Energy 19.2% Energy 25.7%
Infrastructure
14.2%
Specialty Specialty
Metals and Metals and
Chemicals Chemicals
39.2% 29.3%
6
7. Specialty Metals & Chemicals End Market
■ Antimony – 28% of 2011 Q3 YTD specialty metals
revenue; 52% growth over 2010 Q3 YTD
■ China supplies more than 90% of global antimony
■ Tantalum – 8% of 2011 Q3 YTD specialty metals
Installed Installed
revenue; 107% growth over 2010 Q3 YTD 469 702
■ 8-12% CAGR³ driven by electronics industry capacitors1 capacitors1
World Antimony Demand and Supply² World Tantalum Demand and Supply³
mt lb
300,000 8,000,000 8,000,000
7,000,000 7,000,000
250,000
6,000,000 6,000,000
200,000
5,000,000 5,000,000
150,000 4,000,000 4,000,000
100,000 3,000,000 3,000,000
2,000,000 2,000,000
50,000
1,000,000 1,000,000
-
-
2010
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2011
2012
2013
2014
2015
2016
-
2009 2010 2011 2012 2013 2014 2015
Consumption Production Supply Demand 8% CAGR Demand 12% CAGR
1 iSuppli (August 2010)
7 ² Roskill
³ Jacob Securities
8. 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 has raw material sources for 4 of those elements
“Critical” raw
materials
(Brazil)
(Turkey)
(Sri Lanka)
(Brazil)
(1) European Commission Annex V to the Report of the Ad-hoc Working Group on defining critical raw materials
8
10. Financial Highlights
Revenue
(in millions) Highlights
(in millions)
■ Q3 Revenue: $356.4 million
■ Up 48% from Q3 2010
$368.3 $356.4
■ Q3 Gross Profit: $58.7 million
$318.0
$270.7
$240.4 ■ Q3 EBITDA: $27.7 million
■ Up 48% from Q3 2010
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
■ Q3 EPS: $0.33 (1)
EBITDA ■ Up from $0.11 in Q3 2010 (1)
■ LTM Q3 ROCE: 13.7%
■ LTM Q3 2011
$31.4
$27.7
■ Revenue: $1,313.4 million
$26.2
$20.2
■ EBITDA: $105.5 million
$18.8
■ Operating Profit: $66.1 million
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
■ EPS: $1.13 (2)
10 (1) Excluding the equity losses from AMG’s 41.9% ownership in Timminco Limited
(2) Excluding the equity losses from AMG’s 41.9% ownership in Timminco Limited and loss on debt extinguishment
11. Financial Highlights
2011 YTD Revenue 2011 YTD Gross Profit
$1,042.7 million $187.5 million
$180
$1,000
$160
$140
$800
$120
$600
$100
$80
$400
$60
$40
$200
$20
$- $-
YTD Q3 2010 YTD Q3 2011 YTD Q3 2010 YTD Q3 2011
Vacuum Furnaces Ti Master Alloys and Coatings Vacuum Furnaces Ti Master Alloys and Coatings
Al Master Alloys and Powders FeV & FeNiMo Al Master Alloys and Powders FeV & FeNiMo
Antimony Chromium Metal Antimony Chromium Metal
Tantalum & Niobium Graphite Tantalum & Niobium Graphite
Si Metal Si Metal
11 in millions
12. Capital Base
Cash and Debt – September 30, 2011 Summary
( in millions)
Cash Debt ■ Cash: $71.3 million
$274.9
$ 278.5
$267.1
■ Total financial debt: $274.9 million
$234.8 $237.1
■ Net debt: $203.6 million
■ Debt to capitalization: 0.54x
■ Net Debt to TTM EBITDA:
1.93x
■ Revolver availability: $44.6 million
■ Total liquidity: $115.9 million
$90.2
$89.3 $71.3 ■ AMG’s primary debt facility is a $315
$66.1
$61.1 million term loan and revolving credit
facility
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11 ■ 5 year term
■ AMG secured an additional $15
million for its credit facility in Q4
2011
12
13. Advanced Materials - Market, Products and Customers
Aerospace Infrastructure - FeV Specialty Metals
Products Specialty alloys for titanium Ferrovanadium Chromium Metals
Coatings for wear Ferro-nickel molybdenum Tantalum
resistance
Antimony Trioxide
Aluminium master alloys
Competitors Reading Alloys Inc. Evraz Group S.A. (Highveld KBM Affilips B.V.
Steel & Vanadium)
Evraz Group S.A. Sunxing Chemical and
(Stratcor) Eramet S.A. (Gulf Chemical Metallurgical Materials Co
& Metallurgical Corporation)
Delachaux S.A.
Evraz Group S.A. (Stratcor)
Campine S.A.
Xstrata plc
Chemtura Corporation
Chengde Vanadium &
Twinkling Star Co., Ltd.
Titanium Stock Co. Ltd.
Sample Customers
13
14. Advanced Materials
Financial Summary Highlights
( in millions)
$250.0 $235.6
$226.8
$60.0
■ Q3 2011 revenue up 46% from Q3 2010
Revenue EBITDA $55.0
$210.8 $50.0
$45.0
■ KB Alloys acquisition contributed $20.7
$200.0
$168.9
$40.0 million
$35.0
$154.9 $30.0 ■ Tantalum revenue up 101%
$150.0
$17.5 $25.0
$14.6 $12.3 $20.0 ■ Antimony revenue up 46%
$9.4 $7.7 $15.0
$100.0 $10.0 ■ Q3 2011 Gross Margin 13% of revenue
$5.0
$- ■ Q3 2011 EBITDA up 30% over Q3 2010
$(5.0)
$50.0 $(10.0) ■ 5% of revenue
$(15.0)
$(20.0) ■ CAPEX
$- $(25.0)
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11 ■ $6.6 million
Capital Expenditure ■ $2.5 million for tantalum mine
CAPEX
■ $2.6 million for aerospace alloy
expansion
$7.3
$5.6 $5.6 $6.2 $6.6
- - - - -
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
14
15. Significant Metals Prices
Average Average Average Spot
(price per MT) Q3 2010 Q2 2011 Q3 2011 Nov 3 2011
Tantalum Concentrate $ 129,906 $ 257,145 $ 257,389 $ 264,554
Ferrovanadium 31,989 33,951 34,480 31,416
Molybdenum Oxide 33,025 36,817 32,364 28,329
Nickel 21,184 24,161 22,039 18,483
Chrome Metal 11,728 14,683 14,616 14,164
Antimony Metal 9,603 15,839 14,931 13,900
Silicon Metal 3,328 3,707 3,494 3,483
Graphite (Flake 90%) 822 1,283 1,663 1,750
■ Metals prices are mixed over the last twelve month – AMG’s portfolio of
specialty metals reduces volatility
■ Tantalum concentrate pricing is driven by global electronics demand
■ Chrome metal demand is driven by the high purity stainless steel market
15
16. 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 for nuclear fuel
DSS furnaces
Precision Casting and Development project for
Mono2™ technology Coating Systems the safe storage of
nuclear waste
Heat Treatment with high
pressure gas quenching
Competitors GT Advanced Inteco Specialty Melting No significant competition
Technologies, Inc. Technologies GmbH
Zhejiang Jinggong S&T Consarc Corporation
Beijing Jingyuntong Aichelin GmbH
Technology Co. Ltd
In house producers
Sample Customers
16
17. Engineering Systems
Financial Summary Highlights
$100.0 $60.0
( in millions)
$89.8
$86.3 $55.0 Q3 2011 revenue up 62% from Q3 2010
$90.0 Revenue EBITDA $50.0
$80.0 $45.0 Solar furnaces 24% of revenue
$70.0
$67.7 $64.9
$40.0
Heat treatment furnaces 23% of
$35.0
$60.0 $53.2
$30.0
$25.0
revenue
$50.0 $20.0
Order backlog decreased 14% to $172.8
$10.0 $7.7 $9.3
$7.4 $15.0
$40.0 $5.3 $10.0 million at September 30, 2011
$30.0 $5.0
$- Order intake $68.5 million in Q3 2011
$20.0 $(5.0)
$(10.0) 0.79x book to bill ratio
$10.0
$(15.0)
$- $(20.0) Q3 2011 Gross Margin 24% of revenue
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
Increased raw material prices and end
Order Intake market pricing pressure
Order Intake Q3 2011 EBITDA 11% of revenue
$107.6
$88.6
$66.9 $65.7 $68.5
- - - - -
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
17
18. Graphit Kropfmühl – Market, Products and Customers
Energy - Solar Specialty Metals & Chemicals
Products Silicon metal for Natural graphite for
polycrystalline for solar insulation, transportation
cells and lithium-ion batteries
Silicon metal for aluminium
and silicones
Competitors Bluestar Silicone Materials Ltd. Asbury Graphite Mills, Inc.
Globe Specialty Metals Inc. SGL Carbon SE
Grupo FerroAtlantica, S.L. Qingdao Graphite Company, Ltd
Timminco Limited
Dow Corning Corporation
Wacker Chemie AG
Sample Customers
18
19. Graphit Kropfmühl
Financial Summary Highlights
$50.0 millions)
( in $30.0
$45.0 Revenue EBITDA $42.3 $42.9 $43.3
$25.0
Q3 2011 revenue up 34% from Q3 2010
$40.0 35% increase in silicon metal revenue due
$34.2 $20.0
$35.0 $32.4 to higher silicon metal prices and
$30.0
$15.0
increased volumes of silicon by products
$25.0 $6.3 $6.2 $6.2 Natural graphite revenue up 31%
$10.0
$20.0 $2.5
$2.0 $5.0
Q3 2011 Gross Margin 19% of revenue
$15.0
$10.0
$-
Q3 2011 EBITDA up 216% over Q3 2010
$5.0
$(5.0)
14% of revenue
$- $(10.0)
CAPEX
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
$2.7 million primarily for graphite milling
Capital Expenditures expansion and upgrading silicon metal
CAPEX facility
$2.5 $2.7
$1.7
$1.2
$0.7
- - - - -
Q3 10 Q4 10 Q1 11 Q2 11 Q3 11
19
21. Recent Developments
■ Appointed Gareth Penny as Chief Executive of AMG’s mining
businesses
■ Initial mining and smelting activities for antimony ore, crude oxide and
metal in Turkey
■ Performing an extensive drilling program to support the targeted
production of 5,000 MT of antimony metal p.a.
■ Began the next phase of expansion of the tantalum mining and
concentration capacity:
■ Target capacity of approximately 400,000 lbs of tantalum oxide p.a.
■ The engineering for the expansion of spent catalyst recycling facility for
ferrovanadium
21
22. Outlook
■ Advanced Materials
■ Financial market uncertainty is reducing visibility
■ Antimony and tantalum expansions are progressing
■ Engineering Systems
■ Backlog continues to be impacted by economic slowdown
■ Own and Operate business providing more stable recurring revenues
■ Graphit Kropfmühl
■ 2011e revenue >$150M
■ AMG expects EBITDA growth of approximately 30% in 2011
■ AMG announces Q4 2011 financial results on March 14, 2012
22
24. Consolidated Balance Sheet
Balance Sheet Actual
FYE in December 31, 2010 September 30, 2011
Fixed assets 228.6 257.2
Goodwill and intangibles 27.0 34.3
Other non-current assets 80.7 75.3
Inventories 207.2 247.6
Receivables 175.4 219.1
Other current assets 46.8 43.5
Cash 89.3 71.3
TOTAL ASSETS 855.1 948.3
TOTAL EQUITY 234.0 238.4
Long-term debt 187.8 223.5
Pension liabilities 88.4 94.0
Other long-term liabilities 52.9 61.2
Current debt 49.3 51.4
Accounts payable 102.3 129.6
Advance payments 49.6 33.6
Accruals 43.3 61.3
Other current liabilities 47.5 55.3
TOTAL LIABILITIES 621.1 709.9
TOTAL LIABILITIES & EQUITY 855.1 948.3
24
in thousands
25. Consolidated Income Statement
Summary Financials Actual
Quarter-to-date September Q3 2010 Q3 2011
Revenue 240.4 356.4
Cost of sales 198.3 297.7
Gross profit 42.1 58.7
Selling, general & admin. 31.7 40.6
Asset impairment & restructuring 0.0 0.0
Environmental 0.3 0.1
Other income (0.3) (1.6)
Operating profit 10.4 19.6
Net finance costs 2.9 6.5
Share of loss of associates (17.6) (0.7)
Profit before income taxes (10.0) 12.4
Income tax expense 0.3 3.8
(Loss) profit for the period (10.4) 8.6
Attributable to:
Shareholders of the Company (11.2) 8.0
Non-controlling interest 0.8 0.6
Adjusted EBITDA 18.8 27.7
25
in thousands
26. Consolidated Statement of Cash Flows
Cash Flow Statement Actual
For the nine months ended September 30, 2010 September 30, 2011
EBITDA 64.7 85.4
+/- Change in operating assets/liabilities (42.1) (48.8)
-Interest paid, net (9.2) (5.5)
Other operating cash flow 1.8 5.2
Cash flows from operations before taxes 15.3 36.3
Income tax paid (29.2) (25.9)
Total cash flows (used in) provided by
(13.9) 10.4
operations
Capital expenditures (19.1) (31.7)
Other investing activities (26.6) (26.3)
Cash flows used in investing activities (45.7) (58.0)
36.8 28.0
Cash flows provided by financing activities
Net decrease in cash (22.8) (19.6)
Beginning cash 117.0 89.3
Effects of exchange rates on cash (4.0) 1.6
Ending cash 90.2 71.3
26
in thousands