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P.D. Si quieres descaragar y guardar este video para escucharlo con su musica adecuada, mandame tu e-mail para enviartelo.
E-DLN est un service de micro-site pour faciliter le développement des nouveaux entrepreneurs sur le Web. Avec E-DLN
- pénétrez le web
- créez votre communauté
- développez vos partenariats
Et obtenez un retour sur votre investissement dans 6 mois.
Pour en savoir plus, contactez Création DLN à l'adresse suivante
info@creationdln.ca
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2. Disclaimer
This presentation relating to LLX Logística S.A. (“LLX”) includes “forward-looking statements”, as that term is defined in the Private Securities
Litigation Reform Act of 1995, in Section 27A of the Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. All
statements other than statements of historical facts are statements that could be deemed forward-looking statements and are often
characterized by the use of words such as “projects”, “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates”, “may”, “will”, or
“intends”, or by discussions or comments about our objectives, strategy, plans or intentions and results of operations. Forward-looking
statements include projections regarding our operating capacity, operating expenditures, capital expenditures and start-up dates.
•By their nature, these forward-looking statements involve numerous assumptions, uncertainties and opportunities, both general and specific.
The risk exists that these statements may not be fulfilled or, even if they are fulfilled, the results or developments described in such statements
may not be indicative of results or developments in future periods. We caution participants of this presentation not to place undue reliance on
these forward-looking statements as a number of factors could cause future results to differ materially from these statements.
Forward-looking statements may be influenced in particular by factors such as the ability to obtain all required regulatory approvals and
licenses on a timely basis or at all, and changes in economic, political and regulatory conditions. We caution that the foregoing list is not
exhaustive. When relying on forward-looking statements to make decisions, investors should carefully consider these factors as well as other
uncertainties and events.
LLX does not undertake to update our forward-looking statements unless required by law. This presentation is neither an offer to sell (which
can only be made pursuant to definitive offering documents) nor a solicitation of an offer to buy any securities in the United States, or any other
jurisdiction. The securities referred to herein have not been registered in any jurisdiction, and in particular, will not be registered under the U.S.
Securities Act of 1933, as amended, or any applicable state securities laws and may not be offered or sold in the United States absent
registration or an applicable exemption from such registration requirements.
•This presentation and its contents are proprietary information and may not be reproduced or otherwise disseminated in whole or in part
without LLX’s prior written consent.
Investor Relations
Otávio Lazcano – CEO
Antonio Castello Branco – Manager
Tel. 55 21 2555-5661
ri@llx.com.br
2
4. EBX´s publicly held companies
LLX was created in March 2007, to
provide logistic services through the
Mkt Cap development of major port systems in
US$ 2.1 bn
the Southeast region of Brazil.
Its main strengths are:
Mkt Cap Mkt Cap
US$ 38.8 bn US$ 3.5 bn
Mkt Cap EBX Group**
Strategic locations and large back-areas;
US$ 53.8 bn Integration with existing rail and road
infrastructure;
Low cost operational model (private terminals);
Long term take-or-pay contracts and synergies
Mkt Cap Mkt Cap generated within the EBX Group;
US$ 3.3 bn US$ 3.7 bn
Experienced management team;
Secured Debt Financing Sources;
* As of March 31st 2011
R$/USD – 1,63
Social and Environmental Responsibility
** Includes PortX (Mkt Cap US$ 2,3 bn)
4
6. Experienced Management Team
Officer
Officer Experience
Experience
Eike Batista – Founder and CEO of EBX, entrepreneurial conglomerate founded in 1983
Chairman and Founder
– Economist and MBA from Fundação Dom Cabral.
Otávio Lazcano – 11 years of experience at CSN (Companhia Siderúrgica Nacional)
– Former CFO and IRO of CSN
CEO – 4 years at Aracruz
– Civil Engineer from from Pontifícia Universidade Católica of Rio de Janeiro and is a Chartered
Leonardo Gadelha Financial Analyst (CFA) since 2003.
– Former CFO of Log-In Logística Intermodal (spin-off and IPO).
Chief Financial Officer – 5 years at Vale: corporate governance department and M&A area (Caemi and INCO deals).
– Civil Engineer (UGF/RJ) and MBA from FGV/RJ. Project Management (PMI) certificate from
Luis Osório FIA/USP.
– 30 years experience in implementing infrastructure projects (urban projects and port terminals);
Chief Implementation Officer
power plants and industrial facilities at Pronil, OAS and Brascan.
Claudio Lampert – Law Degree from UERJ and LLM from University of Miami.
– 15 years experience in structuring and development of several mining, power and other infra-
Chief Legal Officer structure related projects in Brazil as a partner of Veirano Advogados.
6
7. LLX: Location, location, location
• Hinterland of 75% of Brazilian GDP,
• Integrated with rail, highway – leapfrog from
truck to coastal barging.
• 150 km from Campos oil basin (85% of Brazil oil
production)
• Natural workshop for the pre salt in Brazil: one
7
stop shop for the oil and gas industry. Campos Oil Basin
8. LLX: Innovating Port´s Infrastructure
LLX´s Port-Industry Complex: world-class logistic solutions
A Typical Brazilian Port LLX: Açu Superport
Industrial Area
Industrial Area
Industrial District concept under develpoment
Industrial District concept under develpoment
No area for port growth Açu Industrial Complex: 90 Km2
Logistic bottlenecks Environmental Reserve: 50Km2
8
9. LLX : Unclogging Brazil´s Logistics
LLX´s Ports: reinforcing Brazil´s capesize capacity and beyond
Amazon
River
Itaquí
Manaus Fortaleza
Suapé
Salvador
Vitória
Rio de Janeiro
Santos
Paranaguá
São Francisco do Sul
Rio Grande
80% of the Brazilian population lives Only 7% of Brazilian Ports are able to receive capesize vessels*.
within 200 km (124 miles) of the coast
Source : (*) CEL/COPPEAD 2008 – vol 1 and Port Sites 9
10. LLX´s Business Model
LLX is signing long term agreements with industry leaders guaranteing
a steady cashflow and dividends to shareholders
Company Services Rendered Revende Model
LLX Minas Rio Take or Pay long-term contract:
Iron Ore handling
25 years with Anglo.
Initial ore shipment : July 2013.
Expected revenues of US$ 190 M
LLX Açu Multi product handling Tariffs negotiated to ensure a
(Steel,Coal,Liquid & Dry
Bulk,General Cargo) ; Land minimum 15% IRR to firm in US$
Lease and Services & Utilities (under Long Term contracts)
unleveraged.
10
12. Largest and most efficient port-industry complex in Latin
America : total investments of US$ 40 billion
TX1
TX2
90 km² Industrial Complex (1.5 x the size of Manhattan Island)
Industrial Complex concept under development
13. Açu Superport – Highlights
350 million tons port complex with 2 terminals (TX1 and TX2), to be
ranked among the top 3 in the world.
11 km of quay, able to receive 40 very large carriers (including Chinamax)
thanks to its 26m draft.
More than 60 contracts and MoUs signed with companies from sectors such as:
Steelmaking ( Ternium, Wuhan); Oil and Gas;
Power generation ( MPX); Metal Mechanic;
Cement (Votorantim , Camargo Correa); Dry & Liquid Bulk Handling;
Offshore Industries ( Acergy, Technip); Automotive;
General Cargo & Services.
Resources and cheaper energy supply security, operating and logistic
efficiencies, truly just in time practices and 2% VAT instead of 18%.
The largest investment in port development in Latin America, with state-of-the-art
facilities: more than R$ 3.4 billion investment in port infrastructure;
13
14. Açu Superport
Unique location and logistic integration to main railway and highway network
A Complete Logistic Corridor
LOGISTICS CORRIDOR
BR 101 to be duplicated
A 45 km new railway track will connect Açu
Superport to the railway and Campos within
a multimodal Logistic Corridor
14
15. Açu Superport
One-Stop Shop for the Oil & Gas Industry
Ubu
Consolidation and
Onshore Storage :
VLCC/
Chinamax 1.2 million bpd
t
or
Tankers
p
Ex
Storage &
Treatment For Export &
Coastal Shipping
FPSO
Macaé
Small Tankers
Shuttle
Campos Basin
85% of Brazil Oil
Production
FPSO
15
16. Açu Superport
Oil Treatment Facility
For 800,000 bpd
FPSOs
(+)
Desalting Blending Dewatering
Oil Treatment
Investment of
Facility US$ 1.45 billion
Business opportunity with
a leveraged IRR > 70% py
Oil Export VLCCs
Source : Verax Feasibility Study as of March 2010 16
17. TX 1: one of the largest offshore terminal in Latin America
for Iron Ore and Oil
Oil transhipment to start in 2H 2012
OIL OIL
IRON ORE
17
18. TX 1: main characteristics
Threstle Completed : 3,000 m
Quay Length: 3,000 m
Number of Berths: 9
Initial Dredging: 21 m
For VLCCs and Capesizes
Iron Ore Pier: 65% completed
18
21. TX 2 : The longest and most efficient quay for bulk cargoes
and offshore industries
SLAG/PIG IRON/ STEEL PRODUCTS
OFFSHORE SUPPORT
GRANITE
INDUSTRIES
OIL
IRON ORE
SUPPLY
OSX COAL
BOAT
OIL
21
22. TX 2 : main characteristics
Total Quay Length : 8,000 m
Channel Width: 300 m
es/ Total Area: 8,000,000 m2
dustri
e In goes
-14,50m
or
O ffsh k Car
l
Bu -10,00m
-11,00m
-14,50m -18,00m
22
23. TX2: Onshore Channel – Dredging Sequence
Sandy material Sandy material
transportation to landfill excavation
2 km away
Dredging of sandy material from - 4,00 to -11,00 meters
deep, with suction and pressure dredging
23
24. Açu Superport
Main activities
CAPEX ( for projects @ 100% )
LLX Minas-Rio: R$ 1.0 billion
LLX Açu (Non Ore): R$ 2.4 billion
Iron Ore: Oil Real Estate Steel Products
Up to 60 mtpy Industrial Areas Rental
Up to 46.4 Mm3 py Up to 10.2 mtpy
Coal Pig Iron Slag Granite
Up to 12.6 mtpy Up to 2.0 mtpy Up to 2.0 mtpy Up to 1.0 mtpy
Source : Verax Feasibility Study as of March 2010 24
25. Açu Superport
Milestones
Açu Superport Construction on Track
2H13
1H06 2H06 1H07 2H07 2008 2009 2010 2011 1H12 2H12 1H13 2H13
Project Under Under Under Under
Construction Construction Under
LLX Minas-Rio
Construction Construction Construction Construction Start Up
detailing License begins Construction
Environmental ANTAQ
License Authorization
Project Offshore Onshore
Construction Environmental
LLX AÇU
Detailing
License License
Offshore ANTAQ Onshore Under
EnvironmentalAuthorization Construction
Construction begins Construction Start Up
License License
Development
Construction
Operations
25