The document is about AMG Advanced Metallurgical Group N.V.'s $307.2 million bond offering for its vanadium project. It provides an overview of AMG, which produces specialty metals and vacuum furnace systems. It describes AMG's Cambridge II project to double its spent catalyst recycling capacity to serve the North American refining industry. The project capital costs are expected to be around $300 million and will increase AMG's scope and scale in vanadium recycling.
The document is an investor presentation for AMG Advanced Metallurgical Group N.V. It provides an overview of AMG's business segments which include processing specialty metals and alloys, mining critical raw materials, and engineering vacuum furnace systems. Key highlights include that AMG has over 3,000 employees, generated $1.2 billion in revenue over the last 12 months, and is focused on improving operational performance and increasing cash flow and EBITDA through cost reduction initiatives. The presentation provides financial results for Q1 2013 and an outlook expecting continued challenges in European markets but stabilized demand in aerospace alloys.
This document is an investor presentation for AMG Advanced Metallurgical Group from June 2013. It summarizes AMG's business segments which include processing specialty metals and alloys, mining critical raw materials, and engineering vacuum furnace systems. The presentation provides an overview of AMG's financial highlights for Q1 2013, including an 8% decrease in revenue year-over-year, and updates on operational improvements to reduce costs and increase cash flow. Key markets served are aerospace, infrastructure, energy, and specialty metals & chemicals.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. dated November 2013. It provides an overview of AMG, which has annual revenues of $1.15 billion and employs over 3,000 people globally. AMG operates businesses in specialty metal processing and mining, and vacuum furnace engineering. It supplies critical raw materials and high-value specialty metals and alloys to growing industries such as energy, aerospace, and infrastructure. In the first three quarters of 2013, AMG improved its operating cash flow significantly compared to the same period in 2012, while reducing SG&A expenses and net debt.
This investor presentation summarizes AMG Advanced Metallurgical Group N.V.'s business as of May 2014. It describes AMG as a global leader in metals and alloys with processing, engineering, and mining operations. In the first quarter of 2014, AMG reported revenues of $274.9 million, EBITDA of $20.1 million, and a gross margin of 16.9%. The presentation outlines AMG's strategy to focus on critical materials with long-term growth above GDP through industry consolidation and improving its operational performance.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's three divisions: AMG Processing which focuses on metals and alloys recycling and conversion, AMG Engineering which provides vacuum furnaces and services, and AMG Mining which includes integrated mine-based businesses. The presentation summarizes AMG's strategy of focusing on building critical mass in highly proprietary materials where it has a significant market position. It provides financial highlights for 2013 including revenue of $1.158B, EBITDA of $72.6M, and operating cash flow of $69.7M. Key end markets served are discussed as well as performance by division.
This investor presentation summarizes AMG Advanced Metallurgical Group N.V.'s business as of June 2014. It describes AMG as a global leader in metals and critical materials, including aluminum alloys, vanadium, antimony, graphite, and silicon. The presentation outlines AMG's strategy to focus on critical materials with long-term growth above global GDP, recent improvements in operations to reduce costs and debt, and financial highlights showing increased revenue, EBITDA, and earnings per share in the first quarter of 2014 compared to the previous quarter.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. In 3 sentences:
The presentation discusses AMG's business segments in metals processing, mining, and engineering which provide critical materials for industries like aerospace, energy, and electronics. It outlines AMG's strategy to focus on high-value added critical materials with long-term growth above GDP through industry consolidation and improving operational efficiencies. Key financial highlights shown include year-over-year revenue declines being offset by gross margin and adjusted EPS increases and an emphasis on reducing debt levels.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's business segments in metals processing, mining, and engineering. It highlights that AMG produces 6 out of the 20 critical raw materials identified as important by the EU. The presentation also provides financial highlights for Q2 2014, including an 8% YoY decrease in revenue but an increase in adjusted EPS compared to the previous quarter. Overall, it aims to introduce investors to AMG's business focusing on critical materials and improving financial performance.
The document is an investor presentation for AMG Advanced Metallurgical Group N.V. It provides an overview of AMG's business segments which include processing specialty metals and alloys, mining critical raw materials, and engineering vacuum furnace systems. Key highlights include that AMG has over 3,000 employees, generated $1.2 billion in revenue over the last 12 months, and is focused on improving operational performance and increasing cash flow and EBITDA through cost reduction initiatives. The presentation provides financial results for Q1 2013 and an outlook expecting continued challenges in European markets but stabilized demand in aerospace alloys.
This document is an investor presentation for AMG Advanced Metallurgical Group from June 2013. It summarizes AMG's business segments which include processing specialty metals and alloys, mining critical raw materials, and engineering vacuum furnace systems. The presentation provides an overview of AMG's financial highlights for Q1 2013, including an 8% decrease in revenue year-over-year, and updates on operational improvements to reduce costs and increase cash flow. Key markets served are aerospace, infrastructure, energy, and specialty metals & chemicals.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. dated November 2013. It provides an overview of AMG, which has annual revenues of $1.15 billion and employs over 3,000 people globally. AMG operates businesses in specialty metal processing and mining, and vacuum furnace engineering. It supplies critical raw materials and high-value specialty metals and alloys to growing industries such as energy, aerospace, and infrastructure. In the first three quarters of 2013, AMG improved its operating cash flow significantly compared to the same period in 2012, while reducing SG&A expenses and net debt.
This investor presentation summarizes AMG Advanced Metallurgical Group N.V.'s business as of May 2014. It describes AMG as a global leader in metals and alloys with processing, engineering, and mining operations. In the first quarter of 2014, AMG reported revenues of $274.9 million, EBITDA of $20.1 million, and a gross margin of 16.9%. The presentation outlines AMG's strategy to focus on critical materials with long-term growth above GDP through industry consolidation and improving its operational performance.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's three divisions: AMG Processing which focuses on metals and alloys recycling and conversion, AMG Engineering which provides vacuum furnaces and services, and AMG Mining which includes integrated mine-based businesses. The presentation summarizes AMG's strategy of focusing on building critical mass in highly proprietary materials where it has a significant market position. It provides financial highlights for 2013 including revenue of $1.158B, EBITDA of $72.6M, and operating cash flow of $69.7M. Key end markets served are discussed as well as performance by division.
This investor presentation summarizes AMG Advanced Metallurgical Group N.V.'s business as of June 2014. It describes AMG as a global leader in metals and critical materials, including aluminum alloys, vanadium, antimony, graphite, and silicon. The presentation outlines AMG's strategy to focus on critical materials with long-term growth above global GDP, recent improvements in operations to reduce costs and debt, and financial highlights showing increased revenue, EBITDA, and earnings per share in the first quarter of 2014 compared to the previous quarter.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. In 3 sentences:
The presentation discusses AMG's business segments in metals processing, mining, and engineering which provide critical materials for industries like aerospace, energy, and electronics. It outlines AMG's strategy to focus on high-value added critical materials with long-term growth above GDP through industry consolidation and improving operational efficiencies. Key financial highlights shown include year-over-year revenue declines being offset by gross margin and adjusted EPS increases and an emphasis on reducing debt levels.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's business segments in metals processing, mining, and engineering. It highlights that AMG produces 6 out of the 20 critical raw materials identified as important by the EU. The presentation also provides financial highlights for Q2 2014, including an 8% YoY decrease in revenue but an increase in adjusted EPS compared to the previous quarter. Overall, it aims to introduce investors to AMG's business focusing on critical materials and improving financial performance.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. It discusses AMG's focus on critical raw materials, its global footprint and business segments in critical materials and engineering. The presentation highlights AMG's leadership in enabling technologies to reduce CO2 emissions and its strong capital structure. Financial highlights show increasing revenue, EBITDA, gross profit and decreasing net debt in the third quarter of 2016 compared to the previous year. AMG's strategy is pursuing growth opportunities while maintaining a conservative balance sheet.
Capital markets day AMG Engineering presentation finalgstubel
This document provides an overview of AMG Engineering's Capital Markets Day presentation. Some key points:
- AMG Engineering has over 100 years of experience in vacuum metallurgy and heat treatment.
- Their business focuses on vacuum furnace systems, heat treatment services, and materials like vanadium, superalloys, and titanium.
- Their strategy is to be the leading innovator in vacuum metallurgy and the global market leader in vacuum furnaces and services.
Berenberg Pan-European Discovery Conference - June 2017gstubel
This document provides an overview of AMG Advanced Metallurgical Group N.V., including its financial highlights for Q1 2017. Some key points:
- AMG is a global supplier of critical materials and vacuum furnace systems with about 3,000 employees and $1B in annual revenues.
- In Q1 2017, AMG saw increases in revenue (9% YoY), order intake (56% YoY), EBITDA (19% YoY), and gross profit (62% YoY).
- For full year 2016, AMG saw increases in gross profit (17% YoY), EBITDA (33% YoY), return on capital employed (57% YoY), and
This document provides an overview of AMG Advanced Metallurgical Group N.V. It includes sections on AMG's financial highlights for Q2 2017, showing increases in revenue, gross profit, EBITDA, and return on capital employed compared to Q2 2016. It also outlines AMG's strategic focus on addressing global trends related to reducing carbon emissions through its portfolio of critical materials and vacuum furnace businesses.
The document provides an investor update from AMG Advanced Metallurgical Group N.V. for January 2018. It includes an overview of AMG, key financial highlights from Q3 2017, including an 18% increase in EBITDA year-over-year, and an update on AMG's lithium project. The appendix provides additional details. The document is marked confidential and includes cautionary language about forward-looking statements and risks.
Capital Markets Day CFO Presentation - June 2017gstubel
The document provides an overview of AMG Advanced Metallurgical Group N.V.'s Capital Markets Day in June 2017. It discusses AMG's focus on health and safety, noting improving safety metrics. It also outlines key global trends in areas like CO2 emissions that AMG is addressing through its innovative critical materials. AMG is a leading producer of specialty metals and vacuum furnaces serving industries like transportation, energy, and infrastructure. The document reviews AMG's financial performance in recent years, showing growth in EBITDA, ROCE, and decreasing net debt levels.
This document discusses AMG Advanced Metallurgical Group's ECO2RP (Enabling CO2 Reduction Portfolio). ECO2RP represents AMG's portfolio of products that enable customers to reduce CO2 emissions through higher energy efficiency. It accounted for 26% of AMG's revenues and 33% of gross profits in 2019. ECO2RP currently includes 6 products that enabled reductions of 67.8 million metric tons of CO2 in 2019. AMG is working to expand ECO2RP through additional life cycle assessment certifications and sees opportunities in materials for electric vehicles and grid-level electricity storage.
AMG is expanding its lithium operations at its Mibra mine in Brazil. The expansion includes constructing a second lithium concentrate plant that will double production to 180,000 metric tons per year. The estimated $110 million investment will also expand tantalum processing capacity and mining infrastructure. Once completed in late 2019, the expansion is expected to be highly profitable given current lithium concentrate prices that are well above estimated operating costs of $134 per metric ton. The expansion will allow AMG to leverage its world-class lithium and tantalum asset and meet growing demand for lithium used in batteries for electric vehicles and other applications.
The document provides an investor update from AMG Advanced Metallurgical Group N.V. It includes an overview of AMG, highlights of their financial performance in Q3 2017, and details on their lithium business. Some key points include improved profitability and EBITDA in Q3 2017 compared to Q3 2016, a focus on growth in their lithium segment through construction of lithium processing facilities in Brazil, and an outlook for continued financial growth in 2017 and 2018.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses their focus on critical raw materials, global footprint, financial highlights from Q2 2017, and strategy and outlook. Key points include that AMG supplies critical materials for applications like CO2 reduction technologies, they have facilities globally, Q2 2017 revenue was up 6% and EBITDA was up 23% year-over-year, and their strategy is focused on organic growth and strategic acquisitions.
Berenberg Investor Forum Presentation - April 2017gstubel
This document provides an overview of AMG Advanced Metallurgical Group and their lithium project. AMG is a global supplier of critical materials focused on enabling technologies to reduce CO2 emissions. Their lithium project in Brazil is progressing on schedule, with construction approval and an offtake agreement established. The project will produce 90,000 metric tons per year of lithium concentrate starting in mid-2018, utilizing the large lithium deposits in tailings at their existing tantalum mine in Brazil.
This document provides a summary presentation by AMG Advanced Metallurgical Group N.V. to Houlihan Lokey on May 17, 2018. It discusses AMG's position as a global supplier of critical materials addressing trends in CO2 emission reduction, population growth, and increasing demand for lighter and stronger materials. AMG has a strategic history of cost reduction, supply chain excellence, and scaling profitable growth. The presentation outlines AMG's lithium and tantalum buildout, including phases to expand lithium concentrate and chemical production. It also discusses an expansion of AMG's vanadium recycling facility in Ohio to increase roasting capacity.
AMG is developing a lithium project at its existing Mibra mine in Brazil, which has operated for 38 years producing tantalum. Phase I will produce 90,000 metric tons per year of lithium concentrate from tailings at the mine. Phase II will further process the concentrate into 14,000 metric tons per year of lithium chemical products. AMG sees the project as leveraging its existing mining infrastructure and experience to become a low-cost lithium producer. Rapidly growing demand for lithium from electric vehicles and energy storage is expected to support increased lithium prices in the coming years.
The document summarizes AMG's 2012 financial results and capital base:
- Revenue for 2012 was $1,215.6 million, down from 2011. Gross profit was $196.5 million and EBITDA was $84.8 million.
- Net debt as of 2012 was $194.2 million with a debt to capitalization ratio of 0.59x and net debt to EBITDA ratio of 2.29x.
- AMG's primary debt facility is a $377 million term loan and revolving credit facility maturing in 2016. It secured an additional $62 million in 2012.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. In the first quarter of 2017, AMG saw a 56% increase in EBITDA compared to the first quarter of 2016 due to improved profitability in its critical materials segment. The company's return on capital employed increased to 25.5% annualized in Q1 2017 from 14.7% in Q1 2016. Additionally, AMG has reduced its net debt by $88.4 million since December 2014 and had a net cash position of $0.5 million at the end of Q1 2017.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. It discusses AMG's business segments which involve sourcing, processing, and supplying critical raw materials. It highlights AMG's focus on enabling technologies to reduce CO2 emissions and notes several critical raw materials identified by the EU and US that AMG produces. The presentation provides financial highlights for Q2 2016, showing increases in earnings per share, EBITDA, and gross profit compared to Q2 2015. It outlines AMG's 2016 financial objectives of improving return on capital employed and gross margin while pursuing growth opportunities and maintaining a conservative balance sheet.
This document is an investor presentation by AMG Advanced Metallurgical Group N.V. It provides an overview of AMG's business segments which involve sourcing, processing, and supplying critical raw materials. It discusses AMG's focus on enabling technologies to reduce CO2 emissions and highlights its global footprint. Financial highlights from Q1 2016 show a reduction in net debt, increased return on capital employed and earnings per share, despite an 8% decline in revenue. Key 2016 financial objectives include improving return on capital employed and gross margin through cost optimization and pursuing growth opportunities.
This investor presentation by AMG provides an overview of the company and the critical materials industry. AMG is a global leader in supplying critical materials to industries like aerospace, electronics, and clean energy. It has production facilities and sales offices around the world. The presentation discusses key global trends driving increased demand for critical materials, such as CO2 emission reduction and new technologies. It also outlines AMG's business segments, product portfolio, and financial highlights. Overall, the presentation aims to introduce investors to AMG's position as an expert in critical materials and its global operations.
This document provides an overview of AMG Advanced Metallurgical Group N.V., including:
- AMG is a global supplier of critical materials to industries like transportation, energy, and infrastructure.
- They have attractive growth opportunities across end markets driven by regulations promoting CO2 reduction.
- Their portfolio of critical materials and engineering division help provide stable earnings compared to mining industry peers.
- AMG has significant potential for increasing prices of materials like vanadium, tantalum, and titanium alloys based on historical ranges.
This 3 sentence summary provides an overview of the investor presentation:
The presentation provides an overview of The Critical Materials Company (AMG) which supplies critical materials globally and has expertise in managing complex supply chains for materials that are important to the economy and have supply risk. AMG has various business segments that include critical materials like vanadium, titanium alloys, and aluminum alloys. The presentation discusses key global trends driving demand, AMG's portfolio and footprint, and provides financial and market outlook information.
This 3 sentence summary provides the high level information from the investor presentation document:
The presentation provides an overview of AMG Advanced Metallurgical Group N.V., a global specialty metals and minerals company, including its business units serving growing end markets, operational and financial updates, and capital position. It discusses AMG's revenue, EBITDA, and earnings declines in the first half of 2013 compared to prior year due to lower metal prices impacting margins. The presentation also outlines recent actions by AMG to simplify operations, reduce costs, impair assets related to delays in mining projects, and decrease working capital and debt while increasing operating cash flow.
The document provides an overview of AMG's lithium business and the lithium industry. It discusses AMG's lithium mining operations in Brazil and plans for a lithium hydroxide production facility in Germany. It also covers the growing demand for lithium-ion batteries from electric vehicles and policies supporting electric vehicle adoption in Europe and globally.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. It discusses AMG's focus on critical raw materials, its global footprint and business segments in critical materials and engineering. The presentation highlights AMG's leadership in enabling technologies to reduce CO2 emissions and its strong capital structure. Financial highlights show increasing revenue, EBITDA, gross profit and decreasing net debt in the third quarter of 2016 compared to the previous year. AMG's strategy is pursuing growth opportunities while maintaining a conservative balance sheet.
Capital markets day AMG Engineering presentation finalgstubel
This document provides an overview of AMG Engineering's Capital Markets Day presentation. Some key points:
- AMG Engineering has over 100 years of experience in vacuum metallurgy and heat treatment.
- Their business focuses on vacuum furnace systems, heat treatment services, and materials like vanadium, superalloys, and titanium.
- Their strategy is to be the leading innovator in vacuum metallurgy and the global market leader in vacuum furnaces and services.
Berenberg Pan-European Discovery Conference - June 2017gstubel
This document provides an overview of AMG Advanced Metallurgical Group N.V., including its financial highlights for Q1 2017. Some key points:
- AMG is a global supplier of critical materials and vacuum furnace systems with about 3,000 employees and $1B in annual revenues.
- In Q1 2017, AMG saw increases in revenue (9% YoY), order intake (56% YoY), EBITDA (19% YoY), and gross profit (62% YoY).
- For full year 2016, AMG saw increases in gross profit (17% YoY), EBITDA (33% YoY), return on capital employed (57% YoY), and
This document provides an overview of AMG Advanced Metallurgical Group N.V. It includes sections on AMG's financial highlights for Q2 2017, showing increases in revenue, gross profit, EBITDA, and return on capital employed compared to Q2 2016. It also outlines AMG's strategic focus on addressing global trends related to reducing carbon emissions through its portfolio of critical materials and vacuum furnace businesses.
The document provides an investor update from AMG Advanced Metallurgical Group N.V. for January 2018. It includes an overview of AMG, key financial highlights from Q3 2017, including an 18% increase in EBITDA year-over-year, and an update on AMG's lithium project. The appendix provides additional details. The document is marked confidential and includes cautionary language about forward-looking statements and risks.
Capital Markets Day CFO Presentation - June 2017gstubel
The document provides an overview of AMG Advanced Metallurgical Group N.V.'s Capital Markets Day in June 2017. It discusses AMG's focus on health and safety, noting improving safety metrics. It also outlines key global trends in areas like CO2 emissions that AMG is addressing through its innovative critical materials. AMG is a leading producer of specialty metals and vacuum furnaces serving industries like transportation, energy, and infrastructure. The document reviews AMG's financial performance in recent years, showing growth in EBITDA, ROCE, and decreasing net debt levels.
This document discusses AMG Advanced Metallurgical Group's ECO2RP (Enabling CO2 Reduction Portfolio). ECO2RP represents AMG's portfolio of products that enable customers to reduce CO2 emissions through higher energy efficiency. It accounted for 26% of AMG's revenues and 33% of gross profits in 2019. ECO2RP currently includes 6 products that enabled reductions of 67.8 million metric tons of CO2 in 2019. AMG is working to expand ECO2RP through additional life cycle assessment certifications and sees opportunities in materials for electric vehicles and grid-level electricity storage.
AMG is expanding its lithium operations at its Mibra mine in Brazil. The expansion includes constructing a second lithium concentrate plant that will double production to 180,000 metric tons per year. The estimated $110 million investment will also expand tantalum processing capacity and mining infrastructure. Once completed in late 2019, the expansion is expected to be highly profitable given current lithium concentrate prices that are well above estimated operating costs of $134 per metric ton. The expansion will allow AMG to leverage its world-class lithium and tantalum asset and meet growing demand for lithium used in batteries for electric vehicles and other applications.
The document provides an investor update from AMG Advanced Metallurgical Group N.V. It includes an overview of AMG, highlights of their financial performance in Q3 2017, and details on their lithium business. Some key points include improved profitability and EBITDA in Q3 2017 compared to Q3 2016, a focus on growth in their lithium segment through construction of lithium processing facilities in Brazil, and an outlook for continued financial growth in 2017 and 2018.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. It discusses their focus on critical raw materials, global footprint, financial highlights from Q2 2017, and strategy and outlook. Key points include that AMG supplies critical materials for applications like CO2 reduction technologies, they have facilities globally, Q2 2017 revenue was up 6% and EBITDA was up 23% year-over-year, and their strategy is focused on organic growth and strategic acquisitions.
Berenberg Investor Forum Presentation - April 2017gstubel
This document provides an overview of AMG Advanced Metallurgical Group and their lithium project. AMG is a global supplier of critical materials focused on enabling technologies to reduce CO2 emissions. Their lithium project in Brazil is progressing on schedule, with construction approval and an offtake agreement established. The project will produce 90,000 metric tons per year of lithium concentrate starting in mid-2018, utilizing the large lithium deposits in tailings at their existing tantalum mine in Brazil.
This document provides a summary presentation by AMG Advanced Metallurgical Group N.V. to Houlihan Lokey on May 17, 2018. It discusses AMG's position as a global supplier of critical materials addressing trends in CO2 emission reduction, population growth, and increasing demand for lighter and stronger materials. AMG has a strategic history of cost reduction, supply chain excellence, and scaling profitable growth. The presentation outlines AMG's lithium and tantalum buildout, including phases to expand lithium concentrate and chemical production. It also discusses an expansion of AMG's vanadium recycling facility in Ohio to increase roasting capacity.
AMG is developing a lithium project at its existing Mibra mine in Brazil, which has operated for 38 years producing tantalum. Phase I will produce 90,000 metric tons per year of lithium concentrate from tailings at the mine. Phase II will further process the concentrate into 14,000 metric tons per year of lithium chemical products. AMG sees the project as leveraging its existing mining infrastructure and experience to become a low-cost lithium producer. Rapidly growing demand for lithium from electric vehicles and energy storage is expected to support increased lithium prices in the coming years.
The document summarizes AMG's 2012 financial results and capital base:
- Revenue for 2012 was $1,215.6 million, down from 2011. Gross profit was $196.5 million and EBITDA was $84.8 million.
- Net debt as of 2012 was $194.2 million with a debt to capitalization ratio of 0.59x and net debt to EBITDA ratio of 2.29x.
- AMG's primary debt facility is a $377 million term loan and revolving credit facility maturing in 2016. It secured an additional $62 million in 2012.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V. In the first quarter of 2017, AMG saw a 56% increase in EBITDA compared to the first quarter of 2016 due to improved profitability in its critical materials segment. The company's return on capital employed increased to 25.5% annualized in Q1 2017 from 14.7% in Q1 2016. Additionally, AMG has reduced its net debt by $88.4 million since December 2014 and had a net cash position of $0.5 million at the end of Q1 2017.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. It discusses AMG's business segments which involve sourcing, processing, and supplying critical raw materials. It highlights AMG's focus on enabling technologies to reduce CO2 emissions and notes several critical raw materials identified by the EU and US that AMG produces. The presentation provides financial highlights for Q2 2016, showing increases in earnings per share, EBITDA, and gross profit compared to Q2 2015. It outlines AMG's 2016 financial objectives of improving return on capital employed and gross margin while pursuing growth opportunities and maintaining a conservative balance sheet.
This document is an investor presentation by AMG Advanced Metallurgical Group N.V. It provides an overview of AMG's business segments which involve sourcing, processing, and supplying critical raw materials. It discusses AMG's focus on enabling technologies to reduce CO2 emissions and highlights its global footprint. Financial highlights from Q1 2016 show a reduction in net debt, increased return on capital employed and earnings per share, despite an 8% decline in revenue. Key 2016 financial objectives include improving return on capital employed and gross margin through cost optimization and pursuing growth opportunities.
This investor presentation by AMG provides an overview of the company and the critical materials industry. AMG is a global leader in supplying critical materials to industries like aerospace, electronics, and clean energy. It has production facilities and sales offices around the world. The presentation discusses key global trends driving increased demand for critical materials, such as CO2 emission reduction and new technologies. It also outlines AMG's business segments, product portfolio, and financial highlights. Overall, the presentation aims to introduce investors to AMG's position as an expert in critical materials and its global operations.
This document provides an overview of AMG Advanced Metallurgical Group N.V., including:
- AMG is a global supplier of critical materials to industries like transportation, energy, and infrastructure.
- They have attractive growth opportunities across end markets driven by regulations promoting CO2 reduction.
- Their portfolio of critical materials and engineering division help provide stable earnings compared to mining industry peers.
- AMG has significant potential for increasing prices of materials like vanadium, tantalum, and titanium alloys based on historical ranges.
This 3 sentence summary provides an overview of the investor presentation:
The presentation provides an overview of The Critical Materials Company (AMG) which supplies critical materials globally and has expertise in managing complex supply chains for materials that are important to the economy and have supply risk. AMG has various business segments that include critical materials like vanadium, titanium alloys, and aluminum alloys. The presentation discusses key global trends driving demand, AMG's portfolio and footprint, and provides financial and market outlook information.
This 3 sentence summary provides the high level information from the investor presentation document:
The presentation provides an overview of AMG Advanced Metallurgical Group N.V., a global specialty metals and minerals company, including its business units serving growing end markets, operational and financial updates, and capital position. It discusses AMG's revenue, EBITDA, and earnings declines in the first half of 2013 compared to prior year due to lower metal prices impacting margins. The presentation also outlines recent actions by AMG to simplify operations, reduce costs, impair assets related to delays in mining projects, and decrease working capital and debt while increasing operating cash flow.
The document provides an overview of AMG's lithium business and the lithium industry. It discusses AMG's lithium mining operations in Brazil and plans for a lithium hydroxide production facility in Germany. It also covers the growing demand for lithium-ion batteries from electric vehicles and policies supporting electric vehicle adoption in Europe and globally.
This document provides an overview of AMG Graphite's investor presentation from June 2015. Some key points:
- AMG Graphite is a leading processor and miner of high-purity natural graphite, with facilities in Germany, Czech Republic, Sri Lanka, China, and mines in Germany, Sri Lanka, and Zimbabwe.
- The company's strategy is to solidify its position as a global leader in natural graphite solutions through an integrated value chain and increasing ownership of raw material sources.
- Growth opportunities include expanding the product portfolio and developing applications in areas like batteries, graphene, and carbon emission reduction 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.
AMG Corporate Strategy Presentation December 2013jdiluzio
This document provides an overview of AMG Advanced Metallurgical Group's corporate strategy presentation from December 2013. It discusses AMG's three divisions: AMG Processing, AMG Mining, and AMG Engineering. It identifies several critical raw materials important to the European economy that AMG mines, processes, or uses in its vacuum furnaces. The presentation outlines AMG's core competencies and proprietary technologies. It addresses the challenges of complexity in AMG's vertical and horizontal business model. Finally, it summarizes AMG's strategy of building critical mass in materials where it has a significant market position and long-term growth potential exceeding global GDP, while also strengthening its balance sheet.
Amg investor presentation november 2014 finaljdiluzio
The document is an investor presentation for AMG Advanced Metallurgical Group N.V. It provides an overview of AMG, including its business segments of AMG Processing, AMG Mining, and AMG Engineering. Key financial highlights are presented, showing AMG's revenue, EBITDA, gross profit, and progress on reducing debt and improving cash flow. The presentation contains forward-looking statements and disclaimers around the information provided.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. discussing their lithium business. It outlines AMG's first mover advantage in Europe with their lithium mine in Brazil and plans for a downstream lithium hydroxide plant in Germany. It also details their modular expansion plans to increase lithium concentrate production and eventually produce battery-grade lithium hydroxide and solid electrolytes to meet growing demand.
AMG Advanced Metallurgical Group N.V. reported strong financial results for the first quarter of 2023. Revenue increased 12% year-over-year to $450.6 million, driven by higher prices for lithium and tantalum concentrates as well as increased sales volumes of vanadium and tantalum. Net income attributable to shareholders was $68.1 million, up 116% year-over-year. Earnings per share increased 83% to $1.72. EBITDA grew 27% to $118.1 million. The company's clean energy materials segment performed particularly well, with revenue up 52% and EBITDA increasing 81% compared to Q1 2022.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. It discusses AMG's focus on critical raw materials, including those identified as critical by the EU and US. AMG has businesses in 7 EU-critical materials and 4 US-critical materials. The presentation shows that prices for critical materials have generally outperformed metals and oil over the past 10 years. It also provides an overview of AMG's business segments and global footprint in critical materials.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. It provides an overview of AMG's business segments which involve sourcing, processing, and supplying critical raw materials. It discusses AMG's focus on enabling technologies to reduce CO2 emissions and highlights several critical raw materials in its portfolio. The presentation also provides financial highlights such as revenue, EBITDA, gross profit and net debt figures for fiscal years 2015-2016 showing overall growth. It outlines AMG's strategic goals of improving return on capital employed, gross margins, and pursuing growth opportunities while maintaining a conservative balance sheet.
Equity Capital Market Presentation May 2022.pdfgstubel
1) The energy transition is accelerating demand for lithium, with electric vehicle demand requiring 12-40 times more lithium by 2040.
2) AMG is expanding its lithium production capabilities, including expanding its spodumene concentrate production and constructing lithium hydroxide upgrading facilities.
3) There is expected to be a significant supply shortage of lithium chemicals, especially lithium hydroxide, by 2030 as demand from electric vehicles and batteries triples.
AMG Critical Materials N.V. reported strong financial results for the full year 2023, with adjusted EBITDA reaching its highest level in the company's history. Revenue for the fourth quarter was $367 million, a 6% increase year-over-year. Net income attributable to shareholders was $42.8 million for Q4 2023. AMG's lithium business saw a 10% quarterly revenue decrease due to lower prices, but lithium volumes increased 39% compared to Q4 2022. The critical minerals segment revenue declined 21% from a year ago mainly due to lower silicon metal volumes.
This investor presentation by AMG Advanced Metallurgical Group N.V provides an overview of the company's business segments, global footprint, financial highlights, and strategy. AMG is a critical materials company that sources, processes, and supplies materials that are in increasing global demand. It has two business segments: AMG Critical Materials which includes vanadium, superalloys, titanium alloys, and other materials production, and AMG Engineering which provides vacuum furnaces and heat treatment services. Financially, the company has reduced its net debt and improved its return on capital employed in recent years while growing revenue and EBITDA.
The document is an investor update from AMG Advanced Metallurgical Group N.V. from June 2018. It provides an overview of AMG, which supplies critical materials to industries like transportation, energy, infrastructure, and specialty metals/chemicals. It discusses AMG's strategic history, current strategy to achieve $200M EBITDA by 2020, trends in key markets, and growth projects in lithium, vanadium, and recycling capacity expansion. Financial highlights show increasing revenue, gross profit, and EBITDA on a quarterly basis in 2017-2018.
AMG is expanding its lithium production capabilities in Brazil through a multi-phase project. Phase I involves constructing a plant to produce 90,000 MT of lithium concentrate per year. Phase II, approved with $110M CAPEX, will double concentrate production to 180,000 MT annually by adding a second plant. Subject to Phase III approval, AMG aims to downstream convert concentrate to lithium carbonate, targeting an integrated production cost of around $4,000/MT. The expansion leverages AMG's existing tantalum operations and infrastructure at its long-operating Mibra mine.
AMG is a global critical materials company focused on CO2 reduction through enabling and mitigating technologies. It has a strong capital structure with no net debt and is positioned for growth through disciplined organic expansion and acquisitions. AMG has presence in 7 EU-designated critical raw materials and 10 US-designated critical materials. Prices for critical materials in AMG's portfolio have historically outperformed benchmark metals and oil indices. AMG operates businesses in vanadium conversion, superalloys, and mining/recycling of critical materials to supply growing demand.
AMG Critical Materials N.V. reported financial results for the third quarter of 2023, with revenue decreasing year-over-year across most segments. Revenue was down 25% in the Clean Energy Materials segment due to lower lithium and vanadium prices and volumes. Revenue declined 38% in the Critical Minerals segment mainly from lower silicon metal volumes. The Critical Materials Technologies segment saw revenue increase due to higher sales in engineering and titanium alloys, though chrome metal pricing declined sequentially. Overall, the company reported a 48% increase in net income but lower earnings per share compared to the previous year.
AMG Critical Materials N.V. reported financial results for the second quarter of 2023, with the following highlights:
- Revenue increased 4% year-over-year to $439 million, driven by higher sales volumes and prices in lithium concentrates.
- Net income attributable to shareholders was $42.8 million, a 32% increase from the second quarter of 2022.
- EBITDA decreased 44% to $96 million due to lower volumes in silicon metal and chrome metal, partially offset by higher lithium sales.
The document discusses AMG Lithium's lithium hydroxide battery-grade refinery project in Bitterfeld, Germany. It provides details on AMG's lithium supply chain including its Mibra mine in Brazil, technical grade lithium chemical plant planned for Brazil in 2025, and its lithium hydroxide battery-grade refinery modules in Germany with the first module starting up in 2026. It also discusses AMG's strategy to develop additional lithium resources and expand into areas such as solid state batteries, lithium recycling, and energy storage systems.
AMG Advanced Metallurgical Group N.V. presented its investor presentation for the fourth quarter of 2022. Key highlights include revenue increasing 18% year-over-year to $390 million. Net income attributable to shareholders was $60.7 million compared to $5.7 million in Q4 2021. EBITDA increased 137% year-over-year to $80.3 million. The company saw increased revenue and profits across its clean energy materials and critical minerals segments due to higher commodity prices and sales volumes.
AMG Advanced Metallurgical Group N.V. reported strong financial results for the third quarter of 2022, with revenue increasing 36% year-over-year to $424.8 million. Net income attributable to shareholders was $68.1 million compared to a loss of $0.6 million in the prior year period. Earnings per share were $2.09, up significantly from a loss of $0.02 in the third quarter of 2021. EBITDA more than doubled year-over-year to $83.7 million. All three of AMG's business segments saw revenue and gross profit increases driven by higher commodity prices and volumes.
The document provides an overview of AMG Advanced Metallurgical Group N.V.'s lithium business and lithium value chain capabilities. It discusses AMG Lithium's mining and production operations in Brazil and planned downstream lithium chemical facilities in Germany. It also covers AMG's exploration strategy, lithium industry trends including growing electric vehicle adoption in Europe driving the need for local battery-grade lithium hydroxide production, and AMG's joint venture with Shell called Shell & AMG Recycling B.V. focused on battery recycling.
AMG Advanced Metallurgical Group N.V. reported strong financial results for the second quarter of 2022, with revenue increasing 42% year-over-year to $81.1 million. Net income attributable to shareholders was $29.6 million compared to a loss of $0.6 million in the prior year. Earnings per share grew significantly to $0.91 per share from $0.11 in the second quarter of 2021. EBITDA also increased substantially by 158% year-over-year to $29.6 million. The company saw improvements across key financial metrics due to higher commodity prices for vanadium, lithium, and other materials.
AMG Saudi Arabia Project Update July 2022.pdfgstubel
The document provides an update on AMG Advanced Metallurgical Group N.V.'s Saudi Arabia project as of July 2022. It summarizes that Shell & AMG Recycling B.V. have accomplished signing an MOU with the Ministry of Investment, an MOU and sales agreement with United Company for Industry, and a sales agreement with Saudi Aramco. It describes plans to establish a recycling supercenter in Saudi Arabia consisting of four projects, with Project 1 focusing on recycling vanadium from gasification ash which would lay the foundation for the other projects and opportunities. Initial calculations estimate the supercenter could mitigate over 3 million metric tons of CO2 emissions annually.
AMG Advanced Metallurgical Group N.V. reported strong financial results for the first quarter of 2022, with revenue increasing 53% year-over-year to $403.9 million. Net income attributable to shareholders was $29.1 million compared to a loss of $0.6 million in Q1 2021. EBITDA more than tripled to $37.2 million, driven by higher prices for vanadium, tantalum, lithium and titanium alloys. Cash flow from operations was negative $3.7 million due to a rise in working capital from increased revenues.
This document provides an investor presentation for AMG Advanced Metallurgical Group N.V. for the fourth quarter of 2021. It includes financial highlights for the company and its business segments. Overall revenue increased year-over-year for the company and its Clean Energy Materials and Critical Minerals segments. The Critical Materials Technologies segment also saw an increase in gross profit. EBITDA increased across the company and in the Clean Energy Materials segment compared to the fourth quarter of 2020.
Capital Markets Day AMG Lithium Presentationgstubel
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V.'s financial highlights for Q3 2021. Revenue increased across all business segments, driven by higher sales volumes and improved prices. EBITDA was up significantly year-over-year for the Clean Energy Materials segment. Cash flow from operating activities more than tripled compared to the full year 2020. Overall, the company saw strong financial performance in Q3 2021 compared to the same period last year.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. for the second quarter of 2021. It provides financial highlights for the company and its business segments. Some key points from the presentation include:
- Revenue for AMG increased 70% year-over-year to $90.1 million in Q2 2021 for its Clean Energy Materials segment.
- Revenue for the Critical Minerals segment increased 60% to $76.8 million in Q2 2021 due to higher sales volumes and prices.
- Revenue for the Critical Materials Technologies segment grew 23% to $131.4 million in Q2 2021 from increased engineering and heat treatment services.
- Overall, AMG's net income
The document provides an investor presentation for AMG Advanced Metallurgical Group N.V. for the first quarter of 2021. It summarizes the company's financial highlights and performance across its business segments. Some key points:
- Revenue decreased year-over-year for AMG Critical Materials Technologies due to reduced aerospace activity, but increased for AMG Clean Energy Materials and AMG Critical Minerals due to higher sales volumes and prices.
- Net income increased significantly compared to the first quarter of 2020, driven by improved profitability across segments.
- Capital expenditures were largely attributable to AMG Vanadium's expansion project.
- Average market prices increased year-over-year for many critical materials.
AMG Advanced Metallurgical Group provides critical materials and technologies that enable carbon dioxide reductions. In 2020, AMG's products and processes helped customers reduce CO2 emissions by 56.6 million metric tons. AMG reported $937.1 million in revenue for 2020, down 21% from 2019 due to impacts from the pandemic, with a gross profit of $112.7 million. Moving forward, AMG management expects revenues and EBITDA to exceed 2019 levels as markets continue recovering in 2021.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. for the fourth quarter of 2020. It provides financial highlights for Q4 2020 including a 1% increase in revenue for AMG Critical Materials to $171.4 million, driven by higher sales volumes in 5 of 7 business units. It also notes a decrease in revenue and EBITDA for AMG Technologies due to reduced aerospace activity during the pandemic. The presentation includes discussion of cash flows, working capital, market prices for key materials, and forward-looking statements.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. for the third quarter of 2020. It provides financial highlights for the company, including a year-over-year decrease in revenue and earnings driven by lower volumes and prices due to the pandemic. Segment details show revenue declines across most business units from lower average prices. The presentation also discusses cash flow, working capital, and market prices for key materials.
The document is an investor presentation by AMG Advanced Metallurgical Group N.V. for the second quarter of 2020. It provides financial highlights for the company and its business segments. Some key points:
- Revenue and earnings decreased compared to prior periods due to the impacts of the COVID-19 pandemic, including lower volumes and prices.
- Critical Materials revenue declined 36% to $127.4 million due to lower average prices and volumes across all business units.
- Technologies revenue decreased due to slowdowns in the aerospace and automotive sectors affecting volumes and profitability.
- The company reduced SG&A expenses and increased operating cash flow through cost management efforts.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V.'s financial performance in the first quarter of 2020. Revenue decreased 30% to $159.2 million due to lower average prices across all business units. Net loss increased to $13.6 million from lower profitability in the vanadium business and a $11.7 million deferred tax charge in Brazil. The presentation also provides details on financial highlights for Critical Materials and AMG Technologies segments, as well as information on average market prices and cash flow.
UnityNet World Environment Day Abraham Project 2024 Press ReleaseLHelferty
June 12, 2024 UnityNet International (#UNI) World Environment Day Abraham Project 2024 Press Release from Markham / Mississauga, Ontario in the, Greater Tkaronto Bioregion, Canada in the North American Great Lakes Watersheds of North America (Turtle Island).
Bienestar Financiero al servicio de su jubilación anticipada
Pago de su 🏡
Estudio de sus hijos
Directamente a tu cuenta bancaria
Con Tesorería Auditoria Jurídica comercial
Administración de carteras
Apalancamiento Financiero
Desarrollo de tu marca personal
Acceso a Desarrollo de varias industrias
Cuentas bancarias
Estructuras Físicas en USA y en América Central
Avalado por Bolcomer
Puesto de Bolsa Comercial
Turismo
Y mucho más
Link de registro
https://business.myinfinity.global/maurod8/
https://therusnetwork.com/
Contacto:
https://goo.su/pzm1fja
1. AMG ADVANCED METALLURGICAL GROUP N.V.
$307,200,000
OHIO AIR QUALITY DEVELOPMENT AUTHORITY
STATE OF OHIO
EXEMPT FACILITIES REVENUE BONDS
(AMG VANADIUM PROJECT)
SERIES 2019
2. THIS DOCUMENT CONTAINS PROPRIETARY INFORMATION AND IS BEING PROVIDED SOLELY FOR INFORMATION PURPOSES 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, EXCEPT WITH THE PRIOR WRITTEN CONSENT OF THE COMPANY. 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
COMPANY DISCLAIMER
4. AMG AT A GLANCE
FY 2018 REVENUE OF ~$1.3 BILLION
BY END MARKET: BY REGION:BY SEGMENT:
GLOBAL TRENDS DRIVING CRITICAL MATERIALS DEMAND
DEMAND
Material science-based solutions
for energy efficiency (lighter,
stronger, temperature resistant)
SUPPLY
AMG sources, processes, and
supplies the materials which are
critical to our customer’s end-
product performance
GLOBAL TRENDS
Need to contain CO2 emissions;
Industrial growth and increasing
affluence need a technology
counterbalance
AMG CORE PRINCIPLES
• Leading producer in all our markets
• Low-cost producer in all our markets
• Innovation driven
• Intensive risk management system and control structure
WHAT AMG DOES
• Expert global value chain manager in sourcing critical
materials from complex locations, providing value-add
processing, and serving Fortune 100 customers
• Produces market-leading vacuum furnaces for specialized
alloying applications and provides heat treatment services
42% Europe
37% North America
16% Asia
5% ROW
33% Technologies
67% Critical
Materials
30% Infrastructure
21% Specialty Metals
& Chemicals
40% Transportation
9% Energy
4
Market leading producer of specialty metals and vacuum furnace systems
5. AMG
TECHNOLOGIES
AMG
CRITICAL MATERIALS
AMG’s conversion, mining,
and recycling businesses
AMG’s titanium alloys, vacuum
systems and services business
• Spent Catalyst Recycling (Vanadium)
• Superalloys (Chrome)
• Aluminum (Master Alloys)
• Brazil (Tantalum & Lithium)
• Antimony
• Graphite
• Silicon Metal
• Titanium Alloys & Coatings
• Furnaces
• Heat treatment services
5
36% Infrastructure 22% Specialty Metals
& Chemicals
32%
Transportation
10% Energy
4% Infrastructure
15% Specialty Metals
& Chemicals
70%
Transportation
11% Energy
2018 Revenue:
$873 million
AMG BUSINESS SEGMENTS
2018 Revenue:
$437 million
6. AMG IS A LEADER IN CO2 REDUCTION
Total net CO2 reduction (2018): 50.7 million MT
Enabled CO2 Reduction - 2018
Business Unit
Net CO2 Reduction
(MT) *
Technology / Product
Engineering 43.5 million
Thermal Barrier Coatings & Turbocharger
Wheel Castings
Titanium Alloys &
Coatings
5.0 million Titanium Aluminides
Vanadium 1.2 million Steel Alloying / Lightweighting
Graphite 1.0 million Graphite Insulation
* Net of operating emissions 6
AMG: ENABLING TECHNOLOGIES
Products and processes saving CO2
emissions during use:
• Aerospace Engine Fuel Efficiency
• Automotive Light-weighting
AMG: MITIGATING TECHNOLOGIES
Products and processes saving raw
materials, energy and CO2 emissions during
manufacturing:
• Ferrovanadium Recycling
• Graphite Insulation Materials
7. AMG STRATEGIC DEVELOPMENT TIMELINE
2012 2013 2014 to 2015 2016 to 2017 2018 to 2020
COST REDUCTION
PRODUCT MIX
OPTIMIZATION
TARGETED W/C &
DEBT LEVELS
FOCUSED ON
ORGANIC GROWTH
SPODUMENE I AND
CAMBRIDGE II
Cost-reduction and capex discipline in
response to global economic
slowdown
Further reduction in both working
capital and net debt, strengthening the
balance sheet
$350M Adj.
EBITDA in
5 years
Streamlined operations
and improved operating performance
by eliminating low-margin product
lines
Properly positioned, financially and
operationally, to pursue growth targets
across portfolio
PORTFOLIO CREATION
& INTEGRATION
Acquisition of family-run
businesses benefiting
from CO2 reduction
trends, 100+ years of
existence, attractive
valuation, high know-how,
strong supply chain, and
Fortune 100 customers
Low-cost lithium and vanadium
organic growth projects increasing
scope and scale
7
10. LOW RISK CAMBRIDGE II PROJECT INCREASES SCOPE AND SCALE
THE
OPPORTUNITY
• Double AMG’s spent catalyst recycling capacity in order to take advantage of
the closure of a competitor and service the North American refining industry
SUPPLIER
RATIONALE
• Refineries are better off recycling their resid catalysts with AMG than landfilling
• Zero residual liability associated with recycling (as opposed to landfilling)
TECHNOLOGY
• Technology risk is minimized, as AMG is replicating existing Cambridge I
operations
• Significant technological barriers to entry
LOCATION
• Near AMG’s current Cambridge facility – taking advantage of personnel
efficiencies such as shared oversight and management / control
CAPITAL COST • Total project costs expected to be ~$300 million
PROFITABILITY • Spent catalyst processing fees have increased significantly
TRACK RECORD
• AMG Vanadium installed a new roaster in 2013, increasing capacity by 60%
• AMG Brazil built and started up Spodumene I
10
12. Total 2018 Consumption = ~97k MT
WHAT IS VANADIUM USED FOR?
• The predominant use of vanadium is
as a microalloy for the production of
high strength steels (e.g. rebar) and
tool steels
• In the aerospace sector, vanadium
ensures low density, high strength
and resiliency to high operating
temperatures
• Vanadium redox flow batteries
(VRFBs) require liquid vanadium
electrolyte to store energy
Source: TTP Squared Inc., AMG analysis
Total 2018 Production = ~89k MT
HOW IS VANADIUM PRODUCED?
• Vanadium is present in the Earth’s
crust and is produced either from
processing iron ore or crude oil
• Vanadium coming from iron ore is
either the result of steel co-
production, or primary mining
• Vanadium coming from crude oil is
either extracted using catalyst or
from processing the residue of
burning/ gasification of heavy oil for
power generation
Steel
88%
Vanadium Production Vanadium Consumption
12
WHAT IS VANADIUM?
China
59%
Russia
9% South
Africa
9%
North
America
3%
Europe
10%
Other
4%
Europe
17%
North
America
12%
China
46%
CIS
6% Other
9%
Energy Storage
3%
Chemicals
4%Aerospace
Alloys
5%
Iron Ore
Co-Product
67%
Primary
Mining
16%
Recycling
17%
India
4%
Japan
6%
Brazil
6%
13. PRODUCTS VALUE PROPOSITION APPLICATIONS
Ferovan®
(Ferrovanadium)
• High strength low alloy (HSLA) steel used for
construction, shipbuilding, pipeline, bridges, energy,
automotive, etc.
• Rail steels, tool and die steels
• Rebar
FeNiMoly®
(Ferronickel-
molybdenum)
Alloy addition for stainless steel and NiMo low-alloy
steels
Revan™
(Calcium Aluminate)
Slag-conditioner for the steel industry
LimeAdd™
(Calcium Sulfate) Solidification and stabilization of drilling waste
13
• The majority of profitability is associated with Ferrovanadium and Ferronickel-molybdenum
• The sale of Revan™ and LimeAdd™ allow AMG Vanadium to avoid landfilling costs
99% of the hazardous waste that AMG Vanadium receives is converted into salable product
AMG VANADIUM PRODUCTS
14. Ferrovanadium
Key Competitors:
High Strength Steel Steel Products
• Automotive
• Suspension Components
• Building Structures
• Bridges
• Vehicles & Transportation
• Oil & Gas
• Tubular Components
• Off Shore Platforms
• Ship Making
• Heavy Equipment
• Long-span Structures
Spent Refinery
Catalyst
Power Plant
Residues
14
• AMG Vanadium processes spent catalyst in a roasting facility in order to remove the sulfur
• The roasted catalyst is then melted in an electric arc furnace (EAF) where the Ferronickel-molybdenum
is extracted
• The molten material is passed to a second EAF furnace where the ferrovanadium is extracted
• The Ferrovanadium is sold to domestic steel producers
AMG Vanadium is the largest processor of spent catalyst in North America
AMG SPENT CATALYST VALUE CHAIN – A “CRADLE-TO-GRAVE” SOLUTION
15. • Because of the income the refineries receive from the sale of finished products,
utilizing AMG is the cheapest and most environmentally-sound way to dispose of their
hazardous spent catalyst waste
• The tipping fee AMG Vanadium receives makes its operation significantly lower cost
than primary mining
• AMG Vanadium and Cambridge II are profitable at all ferrovanadium prices
% of sales price
Ferrovanadium
FeNiMoly
Spent Catalyst
Tipping FeeRefinery
15
AMG Vanadium business model ensures long-term profitability
SPENT CATALYST CONTRACT STRUCTURE
16. 16
VANADIUM MARKET DYNAMICS – SUPPLY AND DEMAND DRIVERS
STEEL
CHINESE REBAR
STANDARD
CHINA
FACILITY
CLOSURES
BARRIERS TO ENTRY
• Steel production
accounted for 88%
of vanadium
consumption in
2017
• Use of vanadium
in steel continues
to rise with market
share of high
strength steel
• Modernization of
developing
countries will only
further increase
the demand for
high strength steel
• The Grade 3
rebar standard in
China went into
effect in late 2018
and compliance
will necessitate
the use of an
additional 20,000
MT of vanadium
in 2021,
compared to
2018
• Beginning in 2017, China
banned imports of
vanadium slag, reducing
Chinese feedstocks by
3,000 MT
• Chinese environmental
regulators have refused to
issue permits for stone coal
operations, eliminating
further potential vanadium
production of ~3,000 MT
• A gradual shift away from
blast furnaces (BOF) to
electric arc furnaces (EAF)
as the Chinese domestic
scrap supply grows has
also reduced vanadium
production
• During 2015/16, South
African producers Evraz
Highveld and Vanchem
were liquidated, reducing
global production by
11,000 MT (~13%)
• China forced the closure
of several high-cost, low-
quality domestic iron ore
mines resulting in
increased imports of non
vanadium-containing
iron ore
• Gulf Chemical, a large
spent catalyst processor
in North America,
declared bankruptcy and
shut operations in 2016
• There are no new
vanadium projects under
construction. Once
undertaken, new projects
typically require 3-5 years
to have an impact on
supply
• Financing for greenfield
projects is challenging due
to significant capex
($300M+) and a lack of
understanding of vanadium
by capital markets
• Mining projects contain
significant downside
pricing risk while recycling
operations (e.g., AMG-V)
rely on complex technology
Demand Supply
17. Sources: - Fe-V price: CRU Ryan’s Notes – average monthly US FeV 80% V Mid
- Inventory: TTP Squared Inc. 17
Slight under-supply position is forecasted to continue for the next several years, driving
down global inventories to near-record lows
VANADIUM: INVENTORY VS. FEV PRICE
$0
$10
$20
$30
$40
$50
$60
$70
0
1
2
3
4
5
6
7
8
9
Vanadium
Inventory
VanadiumInventory
(MonthsofConsumption)
FeVPrice(US$/lbV)
Nov 2018: Revised
standards for Chinese
rebar enacted
2015: Chinese rebar
producers switch to
Quench and Temper
avoiding the use of
vanadium
Sep 2008: Lack of
electrical power in South
Africa negatively impacts
vanadium production
2004: Introduction of
Grade 3 rebar standard in
China
CRU current FeV
price ($19/lb V)
18. Source: TTP Squared
18
Ongoing market deficit expected for the next several years, continuing drawdown in
global inventories
PROJECTED VANADIUM SUPPLY DEFICIT
89,355
99,054
104,79096,870
103,987
111,533
75,000
90,000
105,000
120,000
2018 2019E 2020E
Supply
Demand
MTVanadium
7,500 MT
deficit
5,000 MT
deficit
1,700 MT
deficit
Uncertain
High Cost
Production
109,790