The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, business units, and key financial highlights from Q1 2011. AMG produces high-purity metals and metal products, and has facilities around the world. It focuses on serving end markets involving energy, aerospace, infrastructure and specialty metals/chemicals. The presentation discusses AMG's strategy, critical raw materials, and the market and financial performance of its Advanced Materials and Engineering Systems business units.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
Ubs critical raw materials seminar, frankfurt, 2011AMG
The document discusses major challenges in minor metals. It provides an introduction to AMG Advanced Metallurgical Group N.V., a company involved in critical raw materials like lithium, beryllium, scandium, cobalt, gallium, and others on the periodic table. The document notes some cautionary statements about the information presented and that it does not constitute an offer to buy or sell securities.
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 is an investor presentation for AMG Advanced Metallurgical Group from August 2011. It provides an overview of AMG, including its markets, products, strategy and financial details. AMG focuses on producing high-purity metals and materials for industries like aerospace, energy and infrastructure. It pursues growth through vertical integration and industry consolidation to serve markets for sustainable energy and emerging technologies.
The document is an investor presentation for AMG Advanced Metallurgical Group from September 2011. It provides an overview of AMG, including its markets, products, strategy and financial details. AMG focuses on producing high-purity metals and materials for applications in energy, aerospace, infrastructure and other industries. It pursues growth through vertical integration and industry consolidation to serve markets for sustainable energy and emerging infrastructure.
Ubs critical raw materials seminar, frankfurt, march 2011AMG
This document discusses major challenges in minor metals production and supply. It notes that demand for minor metals is growing rapidly due to new technologies, but supply faces severe risks due to depletion of reserves and limited recycling potential. While government action could help address these issues, volatility in minor metals pricing remains a challenge. The document uses examples like titanium, vanadium, antimony, and silicon metal to illustrate volatility in recent years.
The document provides an update on AMG Mining's Mibra Mine in Brazil. It discusses the mine's tantalum and niobium activities, including its various orebodies containing over 16 million lbs of Ta2O5. Exploration work continues to expand known resources and a new drilling program aims to add additional reserves. Current mine life at increased production levels is estimated at 17 years based on existing hard orebody resources, with potential to extend further.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
The document is an investor presentation for AMG Advanced Metallurgical Group from May 2011. It provides an overview of AMG, including its markets, products, strategy, and activities related to critical raw materials for specialty metals and chemicals. AMG aims to serve growing end markets through vertical integration and industry consolidation while focusing on responsible energy production, emerging market infrastructure, aerospace, and specialty metals.
Ubs critical raw materials seminar, frankfurt, 2011AMG
The document discusses major challenges in minor metals. It provides an introduction to AMG Advanced Metallurgical Group N.V., a company involved in critical raw materials like lithium, beryllium, scandium, cobalt, gallium, and others on the periodic table. The document notes some cautionary statements about the information presented and that it does not constitute an offer to buy or sell securities.
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 is an investor presentation for AMG Advanced Metallurgical Group from August 2011. It provides an overview of AMG, including its markets, products, strategy and financial details. AMG focuses on producing high-purity metals and materials for industries like aerospace, energy and infrastructure. It pursues growth through vertical integration and industry consolidation to serve markets for sustainable energy and emerging technologies.
The document is an investor presentation for AMG Advanced Metallurgical Group from September 2011. It provides an overview of AMG, including its markets, products, strategy and financial details. AMG focuses on producing high-purity metals and materials for applications in energy, aerospace, infrastructure and other industries. It pursues growth through vertical integration and industry consolidation to serve markets for sustainable energy and emerging infrastructure.
Ubs critical raw materials seminar, frankfurt, march 2011AMG
This document discusses major challenges in minor metals production and supply. It notes that demand for minor metals is growing rapidly due to new technologies, but supply faces severe risks due to depletion of reserves and limited recycling potential. While government action could help address these issues, volatility in minor metals pricing remains a challenge. The document uses examples like titanium, vanadium, antimony, and silicon metal to illustrate volatility in recent years.
The document provides an update on AMG Mining's Mibra Mine in Brazil. It discusses the mine's tantalum and niobium activities, including its various orebodies containing over 16 million lbs of Ta2O5. Exploration work continues to expand known resources and a new drilling program aims to add additional reserves. Current mine life at increased production levels is estimated at 17 years based on existing hard orebody resources, with potential to extend further.
This presentation discusses venture investing opportunities in clean technology. It notes that global energy needs and carbon emissions continue to rise significantly. Renewables are expected to supply only 20% of energy by 2020 despite rising oil prices. Cleantech encompasses a broad range of sectors with depth of entrepreneurial opportunities. Factors making cleantech attractive now include a shift in economics, large addressable markets, and government policy support. Venture investment in cleantech has risen substantially since 2002 with most funds going to energy generation. Key criteria for evaluating deals include market size, technology advantages, economics, and team experience. Examples of solar, biofuels and battery technologies are discussed. Government policies can further support innovation through various funding and market mechanisms.
The document is a periodic table of the elements that lists all 118 known elements by their atomic number, element name, symbol, atomic mass, and classification. It provides the essential information about all elements in an organized table format for easy reference.
Презентация для инвесторов, ноябрь - декабрь 2012evraz_company
1) EVRAZ is one of the largest vertically integrated steel and mining companies in the world, and a leader in the Russian and CIS construction and railway product markets.
2) In the first half of 2012, EVRAZ reported revenue of $7.6 billion and EBITDA of $1.2 billion, decreases of 9% and 28% respectively from the first half of 2011.
3) EVRAZ saw declines in revenue and EBITDA due to lower steel sales volumes and prices as well as lower contributions from its Mining segment on decreased raw materials volumes and prices.
The document discusses the global economic outlook for Q1 2011. It notes that advanced economies are experiencing slowing GDP growth rates, some nearing recession levels again, while Singapore continues growing steadily at around 4%. It also shows charts depicting declines in investment spending, industrial production, and exports in advanced economies as signs their recoveries are weakening, making these countries like "canaries in the coal mine" warning of broader global economic troubles.
The document summarizes the periodic table of elements. It lists the first 18 elements along with their atomic number, chemical symbol, name, and whether they are metals or non-metals. The periodic table organizes the elements by increasing atomic number and shows that elements are grouped based on their atomic structure and properties.
The document is a periodic table of elements that lists the elements in order of increasing atomic number. It provides each element's atomic number, chemical symbol, name, and atomic weight. The periodic table organizes the elements as metals and non-metals and groups elements with similar properties together.
Eni Interim Update and 2010 Q2 Results, July 29th 2011 Eni
Eni reported interim results for the first half of 2011. Production and profits were impacted by unrest in Libya which reduced volumes by over 230 thousand barrels of oil equivalent per day. Exploration performance remained strong with new discoveries. Negotiations on gas supply contracts were progressing with benefits expected by year-end. Overall results showed good progress on strategic priorities despite challenging market conditions and uncertainties in Libya and gas contract negotiations.
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1. HMS Group is a leading provider of flow control solutions in Russia and the CIS focused on the oil and gas, power generation and water industries.
2. The company has experienced resilient financial growth with revenues increasing from $744 million in 2005 to $20.56 billion in 9M 2011 and EBITDA margins ranging from 10.6
The periodic table organizes the chemical elements by their atomic number, chemical properties, and recurring trends. It contains 7 periods and 18 groups of elements, with the elements arranged in blocks by their electron configuration. The periodic table lists each element's symbol, name, atomic number, and average atomic mass. It provides a useful framework for learning chemical properties and behaviors.
The presentation summarizes Q3 2012 quarterly results for Besi. It highlights that Besi is the number 1 or 2 provider in key assembly equipment products with 27% market share. Besi has undergone a corporate transformation through acquisitions, restructuring, and transferring Asian production. This has improved earnings potential. The financial review shows 2011 revenue of €326.9 million and net income of €26.7 million. Management provides an outlook for continued demand growth.
The presentation provides an overview of Besi's Q3 2012 results, including highlights of the company's market leadership position in die attach equipment with 27% market share, a global manufacturing footprint, and growth strategies focused on advanced packaging and Asian production capabilities to capitalize on opportunities in mobile devices and tablets. Financial results are strong with record revenue and profit, and the outlook remains positive.
We identified customers most likely to increase spend based on their current shopping patterns. Homebase used this insight to target retention offers, driving an incremental £2m in sales within 6 months. Connecting customer data and analytics helped solve their business challenge.
Smaato is a mobile advertising platform that matches ads from over 80 ad networks to mobile app and website inventory from over 55,000 publishers. It aims to provide the highest eCPMs and fill rates for publishers through its optimization technology. The company has seen strong growth, raising $20M in funding and increasing its staff and revenue significantly since being founded in 2005. It now processes billions of ad requests per month globally.
1. Natural products originate from biological sources and exist within biologically relevant chemical spaces, making them well-suited to interact with biological targets.
2. Rapamycin binds to FKBP12 and this complex binds mTOR, disrupting the TORC1 complex and demonstrating how natural products can access new targets and mechanisms of action.
3. The natural product derivative ILS-920 promotes neurite outgrowth and neuronal survival in cortical neuron cultures, showing the potential of natural products to lead to new drug candidates.
CMD 2012: Track Record and Strategy (Jørgen Ole Haslestad)Yara International
Jørgen Ole Haslestad, President & CEO of Yara International, presented Yara's track record and growth strategy at its 2012 Capital Markets Day. Yara achieved its highest ever EBITDA in the 2011/12 season due to increased fertilizer prices. Going forward, Yara aims to grow volumes by 8% by 2016 through committed expansion projects, acquisitions, and new supply. Yara is well positioned for continued profitable operations and growth by meeting rising global demand for agricultural productivity through its portfolio of value-added and commodity fertilizer products.
Sales of the company grew substantially from 1999 to 2011, increasing from 0.17 billion euros in 1999 to approximately 1.2 billion euros in 2011. The company's share price increased significantly after its initial public offering (IPO) in 2005, rising from around 500 Czech koruna to over 1,000 Czech koruna by 2006. As of March 2006, the company had a market capitalization of 46.2 billion Czech koruna (1.9 billion US dollars) with 56% of shares held by free float shareholders and the remainder held by investment firm Warburg Pincus and company management and employees.
Global Financial Markets & The Recent Credit Crisis: Impressions from a Perso...Markus Krebsz
This presentation in two parts was given at a Royal Holloway University London (RHUL) event on 22 March 2012. Part 1 covers CRAs and Part 2 covered career tips for students interested in the financial markets.
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.
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 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.
This presentation discusses venture investing opportunities in clean technology. It notes that global energy needs and carbon emissions continue to rise significantly. Renewables are expected to supply only 20% of energy by 2020 despite rising oil prices. Cleantech encompasses a broad range of sectors with depth of entrepreneurial opportunities. Factors making cleantech attractive now include a shift in economics, large addressable markets, and government policy support. Venture investment in cleantech has risen substantially since 2002 with most funds going to energy generation. Key criteria for evaluating deals include market size, technology advantages, economics, and team experience. Examples of solar, biofuels and battery technologies are discussed. Government policies can further support innovation through various funding and market mechanisms.
The document is a periodic table of the elements that lists all 118 known elements by their atomic number, element name, symbol, atomic mass, and classification. It provides the essential information about all elements in an organized table format for easy reference.
Презентация для инвесторов, ноябрь - декабрь 2012evraz_company
1) EVRAZ is one of the largest vertically integrated steel and mining companies in the world, and a leader in the Russian and CIS construction and railway product markets.
2) In the first half of 2012, EVRAZ reported revenue of $7.6 billion and EBITDA of $1.2 billion, decreases of 9% and 28% respectively from the first half of 2011.
3) EVRAZ saw declines in revenue and EBITDA due to lower steel sales volumes and prices as well as lower contributions from its Mining segment on decreased raw materials volumes and prices.
The document discusses the global economic outlook for Q1 2011. It notes that advanced economies are experiencing slowing GDP growth rates, some nearing recession levels again, while Singapore continues growing steadily at around 4%. It also shows charts depicting declines in investment spending, industrial production, and exports in advanced economies as signs their recoveries are weakening, making these countries like "canaries in the coal mine" warning of broader global economic troubles.
The document summarizes the periodic table of elements. It lists the first 18 elements along with their atomic number, chemical symbol, name, and whether they are metals or non-metals. The periodic table organizes the elements by increasing atomic number and shows that elements are grouped based on their atomic structure and properties.
The document is a periodic table of elements that lists the elements in order of increasing atomic number. It provides each element's atomic number, chemical symbol, name, and atomic weight. The periodic table organizes the elements as metals and non-metals and groups elements with similar properties together.
Eni Interim Update and 2010 Q2 Results, July 29th 2011 Eni
Eni reported interim results for the first half of 2011. Production and profits were impacted by unrest in Libya which reduced volumes by over 230 thousand barrels of oil equivalent per day. Exploration performance remained strong with new discoveries. Negotiations on gas supply contracts were progressing with benefits expected by year-end. Overall results showed good progress on strategic priorities despite challenging market conditions and uncertainties in Libya and gas contract negotiations.
80% 12
70% 11
60% 10
50% 9
40% 8
30% 7
20% 6
10% 5
0% 4
3
2
1
0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
1. HMS Group is a leading provider of flow control solutions in Russia and the CIS focused on the oil and gas, power generation and water industries.
2. The company has experienced resilient financial growth with revenues increasing from $744 million in 2005 to $20.56 billion in 9M 2011 and EBITDA margins ranging from 10.6
The periodic table organizes the chemical elements by their atomic number, chemical properties, and recurring trends. It contains 7 periods and 18 groups of elements, with the elements arranged in blocks by their electron configuration. The periodic table lists each element's symbol, name, atomic number, and average atomic mass. It provides a useful framework for learning chemical properties and behaviors.
The presentation summarizes Q3 2012 quarterly results for Besi. It highlights that Besi is the number 1 or 2 provider in key assembly equipment products with 27% market share. Besi has undergone a corporate transformation through acquisitions, restructuring, and transferring Asian production. This has improved earnings potential. The financial review shows 2011 revenue of €326.9 million and net income of €26.7 million. Management provides an outlook for continued demand growth.
The presentation provides an overview of Besi's Q3 2012 results, including highlights of the company's market leadership position in die attach equipment with 27% market share, a global manufacturing footprint, and growth strategies focused on advanced packaging and Asian production capabilities to capitalize on opportunities in mobile devices and tablets. Financial results are strong with record revenue and profit, and the outlook remains positive.
We identified customers most likely to increase spend based on their current shopping patterns. Homebase used this insight to target retention offers, driving an incremental £2m in sales within 6 months. Connecting customer data and analytics helped solve their business challenge.
Smaato is a mobile advertising platform that matches ads from over 80 ad networks to mobile app and website inventory from over 55,000 publishers. It aims to provide the highest eCPMs and fill rates for publishers through its optimization technology. The company has seen strong growth, raising $20M in funding and increasing its staff and revenue significantly since being founded in 2005. It now processes billions of ad requests per month globally.
1. Natural products originate from biological sources and exist within biologically relevant chemical spaces, making them well-suited to interact with biological targets.
2. Rapamycin binds to FKBP12 and this complex binds mTOR, disrupting the TORC1 complex and demonstrating how natural products can access new targets and mechanisms of action.
3. The natural product derivative ILS-920 promotes neurite outgrowth and neuronal survival in cortical neuron cultures, showing the potential of natural products to lead to new drug candidates.
CMD 2012: Track Record and Strategy (Jørgen Ole Haslestad)Yara International
Jørgen Ole Haslestad, President & CEO of Yara International, presented Yara's track record and growth strategy at its 2012 Capital Markets Day. Yara achieved its highest ever EBITDA in the 2011/12 season due to increased fertilizer prices. Going forward, Yara aims to grow volumes by 8% by 2016 through committed expansion projects, acquisitions, and new supply. Yara is well positioned for continued profitable operations and growth by meeting rising global demand for agricultural productivity through its portfolio of value-added and commodity fertilizer products.
Sales of the company grew substantially from 1999 to 2011, increasing from 0.17 billion euros in 1999 to approximately 1.2 billion euros in 2011. The company's share price increased significantly after its initial public offering (IPO) in 2005, rising from around 500 Czech koruna to over 1,000 Czech koruna by 2006. As of March 2006, the company had a market capitalization of 46.2 billion Czech koruna (1.9 billion US dollars) with 56% of shares held by free float shareholders and the remainder held by investment firm Warburg Pincus and company management and employees.
Global Financial Markets & The Recent Credit Crisis: Impressions from a Perso...Markus Krebsz
This presentation in two parts was given at a Royal Holloway University London (RHUL) event on 22 March 2012. Part 1 covers CRAs and Part 2 covered career tips for students interested in the financial markets.
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.
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 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.
1. The document is the periodic table of elements, which classifies all known elements.
2. Elements are classified by their atomic number and arranged in rows and vertical columns.
3. Elements in the same column have similar chemical properties because they have the same number of electrons in their outer shell.
Petronet LNG Ltd is India's largest importer of LNG with long term supply contracts with RasGas of Qatar and Exxon Mobil's Gorgon project in Australia. The company has seen strong growth in recent years with net profit rising 112% in Q4 FY2011 and 53% for the full year. Future outlook is positive due to increasing demand for cleaner natural gas and the company's expansion plans. However, risks include volatility in international LNG prices and regulatory changes.
M&A In Chemicals And Materials 10 27 09Shrikanth S
In the study, Frost has covered 30 segments and the M&As trends are classified based on time, segments, deal size, geography, type of acquirers, and integration. Furthermore, iterations such as classification based on \'time, segments, and deal size\', \'geography, time, and type of acquirers\', among others, are analyzed. The scope of this research service includes 2,436 mergers and acquisitions (M&As) over the period 2000 to May 2009. Macro-economic factors, end-user analysis, and outlook till December 2009/April 2010 are mentioned. The objective of this research service is to provide financial analysts, investment professionals, and market participants the tools and information needed to support financial analysis and investment decisions.
M&A In Chemicals And Materials 10 27 09Shrikanth S
In the study, Frost has covered 30 segments and the M&As trends are classified based on time, segments, deal size, geography, type of acquirers, and integration. Furthermore, iterations such as classification based on \'time, segments, and deal size\', \'geography, time, and type of acquirers\', among others, are analyzed. The scope of this research service includes 2,436 mergers and acquisitions (M&As) over the period 2000 to May 2009. Macro-economic factors, end-user analysis, and outlook till December 2009/April 2010 are mentioned. The objective of this research service is to provide financial analysts, investment professionals, and market participants the tools and information needed to support financial analysis and investment decisions.
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.
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.
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 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.
This investor presentation provides an overview of AMG Advanced Metallurgical Group N.V.:
- AMG is a global specialty metals and mineral company with revenues of $1.35 billion in 2011 across four business units.
- Recent developments include appointing new presidents for AMG Mining and AMG Aluminum to improve operations.
- In Q1 2012, AMG acquired over 5.4% of shares in Graphit Kropfmühl through a voluntary tender offer.
This document is an investor presentation by AMG Advanced Metallurgical Group N.V. that provides an overview of the company. AMG is a global technology-driven specialty metals company with operations in Europe, North America, South America, and Asia. In 2009, the company generated $867 million in revenue and $69 million in EBITDA. It has a diverse product portfolio that serves end markets such as aerospace, infrastructure, energy, and specialty metals & chemicals. The presentation discusses AMG's financial highlights, macroeconomic trends and markets, products, end markets, and revenue breakdown by market and product.
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
The document provides an investment outlook presentation by Omega Advisors, Inc. It includes:
1) An economic outlook for the US with forecasts for GDP growth, consumer spending, business investment and other indicators through 2012.
2) Analysis of the US household and banking sectors showing improvements in debt levels, savings rates and bank lending standards.
3) Discussion of reasons why another major decline like 2008 is unlikely, including stronger banks and corporate balance sheets.
4) Charts and exhibits on topics like commodity prices, historical bear markets, economic and profit cycles.
The presentation provides an overview of the economic and market environment along with Omega's positive investment outlook.
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.
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 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'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.
Similar to Houlihan Lokey Global Industrials Conference, New York, May 2011 (20)
The document provides an investor presentation for AMG Advanced Metallurgical Group from March 2013. It summarizes AMG's business segments, recent developments including operational improvements and segment realignment, key products, end markets, and financial highlights for each business unit. It also discusses the outlook for each segment in 2013, with an emphasis on improving margins and earnings through cost reductions in AMG Processing, stable backlog and slight growth in AMG Engineering, and long-term supply contracts driving growth in AMG Mining.
This 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.
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 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 is a confidential investor presentation by AMG Advanced Metallurgical Group N.V. It summarizes AMG's markets, products, and financial performance for the first three quarters of 2010. AMG operates in growing markets for critical raw materials and participates in macroeconomic trends of increasing demand for sustainable energy production and emerging market infrastructure. It is a primary producer of critical raw materials including titanium, vanadium, magnesium, and chromium. The presentation highlights AMG's financial results for Q3 2010, including increased revenue, EBITDA, and earnings per share compared to Q3 2009. It provides an outlook expecting continued growth in 2011 driven by improving end markets.
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 an investor presentation by AMG Advanced Metallurgical Group N.V. It begins with disclaimers regarding the confidential nature of the document and that it does not constitute an offer to buy or sell securities. It then provides an overview of AMG, including its markets, products, financial highlights for 2010, and outlook. AMG operates in advanced materials and engineering systems. It reports growing revenues and earnings for 2010 driven by infrastructure, aerospace, and specialty metals markets. The presentation provides segment financial details and discusses opportunities in antimony, aerospace alloys, and an increasing order backlog.
This document provides an investor presentation by AMG Advanced Metallurgical Group N.V. It begins with disclaimers regarding the confidential nature of the document and that it does not constitute an offer to buy or sell securities. It then provides an overview of AMG, including its markets, products, financial highlights for 2010, and outlook. AMG operates in advanced materials and engineering systems. It reports growing revenues and earnings for 2010 driven by increased demand in aerospace, infrastructure and energy end markets.
- The document is an investor presentation from AMG Advanced Metallurgical Group from October 2010.
- AMG produces high purity metals and complex metal products, as well as vacuum furnaces, with a global presence.
- In the first half of 2010, AMG reported revenues of $479 million and EBITDA of $45.9 million, with growth in advanced materials and specialty metals offsetting declines in solar furnace sales.
This 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 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.
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
Amg barclays clean energy conference september 2010 finalAMG
This document summarizes AMG Advanced Metallurgical Group N.V.'s presentation at the Barclays Global Renewables and Clean Technology Conference on September 2-3, 2010. AMG produces high purity metals and complex metal products, as well as vacuum furnaces. In the first half of 2010, AMG reported revenues of $479.3 million and EBITDA of $45.9 million. AMG has a global presence and focuses on markets such as aerospace, energy, and infrastructure. The company is involved in developing clean technology and sustainable metals for applications like solar energy, lithium batteries, and nuclear fuels.
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Methanex is the world's largest producer and supplier of methanol. We create value through our leadership in the global production, marketing and delivery of methanol to customers. View our latest Investor Presentation for more details.
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: $1,072M LTM March 2011
EBITDA: $89.0M LTM March 2011
Employees: 2,600
Facilities: Netherlands, Germany, UK, USA, Brazil, France,
Turkey, Canada, Czech Republic, China, Mexico,
Belgium, Poland, India, Sri Lanka
Market cap: €412M
Shares outstanding: 27.5M
52 week range: €6.25–€16.76
Recent share price: €14.99 (May 10, 2011)
Sustainable Metals Technology Products:
High purity raw materials, metals and complex metal products
Vacuum furnaces used to produce high purity metals
3
4. 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 Q1 Revenue 2011 Q1 Gross Profit
$318.0 million $59.8 million
6
7. Critical Raw Materials – AMG’s activities
AMG manufactures products with these elements
1 AMG has development projects with these elements 2
H He
Hydrogen Helium
1.0 4.0
4 5 6 7 8 9 10
3
Li Be B C N O F Ne
Beryllium Boron Carbon Nitrogen Oxygen Fluorine Neon
Lithium
9.0 10.8 12.0 14.0 16.0 19.0 20.2
6.9
11 12 13 14 15 16 17 18
Na Mg Al Si P S Cl Ar
Sodium Magnesium Aluminum Silicon Phosphorus Sulfur Chlorine Argon
23.0 24.3 27.0 28.1 31.0 32.1 35.5 40.0
19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
K Ca Sc Ti V Cr Mn Fe Co Ni Cu Zn Ga Ge As Se Br Kr
Potassium Calcium Scandium Titanium Vanadium Chromium Manganese Iron Cobalt Nickel Copper Zinc Gallium Germanium Arsenic Selenium Bromine Krypton
39.1 40.1 45.0 47.9 50.9 52.0 54.9 55.9 58.9 58.7 63.5 65.4 69.7 72.6 74.9 79.0 79.9 83.8
37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54
Rb Sr Y Zr Nb Mo Tc Ru Rh Pd Ag Cd In Sn Sb Te I Xe
Rubidium Strontium Yitrium Zirconium Niobium Molybdenum Technetium Ruthenium Rhodium Palladium Silver Cadmium Indium Tin Antimony Tellurium Iodine Xenon
85.5 87.6 88.9 91.2 92.9 95.9 99 101.0 102.9 106.4 107.9 112.4 114.8 118.7 121.8 127.6 126.9 131.3
55 56 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86
Cs Ba 57-71 Hf Ta W Re Os Ir Pt Au Hg Tl Pb Bi Po At Rn
Caesium Barium Hafnium Tantalum Tungsten Rhenium Osmium Iridium Platinum Gold Mercury Thallium Lead Bismuth Polonium Astatine Radon
132.9 137.4 178.5 181.0 183.9 186.2 190.2 192.2 195.1 197.0 200.6 204.4 207.2 209.0 210.0 210.0 222.0
87 88 104 105 106 107 108 109 110 111 112 113 114 115 116
Fr Ra 89-103 Rf Db Sg Bh Hs Mt Ds Rg Uum Uut Uuq Uup Uuh
Francium Radium Rutherfordlium Dubnium Seaborgium Bohrium Hassium Meitnerium Darmstadtium Roentgenium Ununbium Ununtrium Ununquadium Ununpentium Ununhexium
223.0 226.0 261 262 263 264 265 266 269 272 277 284 289 288 292
57 58 59 60 61 62 62 64 65 66 67 68 69 70 71
La Ce Pr Nd Pm Sm Eu Gd Tb Dy Ho Er Tm Yb Lu
Lanthanum Cerium Praseodymium Neodymium Promethium Samarium Europium Gadolinium Terbium Dysprosium Holmium Erbium Thallium Ytterbium Lutetium
138.9 140.1 140.9 144.2 147.0 150.4 152.0 157.3 158.9 162.5 164.9 167.3 168.9 173.0 175.0
89 90 91 92 93 94 95 96 97 98 99 100 101 102 103
Ac Th Pa U Np Pu Am Cm Bk Cf Es Fm Md No Lr
Actinium Thorium Protactinium Uranium Neptunium Plutonium Americium Curium Berkelium Californium Einsteinium Fermium Mendelevium Nobelium Lawrencium
132.9 232.0 231.0 238.0 237.0 242.0 243.0 247.0 247.0 251.0 254.0 253.0 256.0 254.0 257.0
7
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
(1) European Commission Annex V to the Report of the Ad-hoc Working Group on defining critical raw materials
8
9. Critical Raw Materials
Primary producers of selected critical raw materials
Titanium Vanadium
Chromium Magnesium
Chromium
Titanium Antimony Graphite
Antimony
Magnesium Lithium Magnesium
Silicon Titanium Titanium
Magnesium
Vanadium
Graphite
Graphite
Tantalum
Tantalum
Niobium
Tantalum
Graphite
Lithium
Chromium Tantalum
Vanadium
AMG raw material
mines
9
11. 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
11
12. Significant Metals Prices
■ Tantalum price movements are driven by demand for smart
phones
■ Antimony and silicon metal price movements are driven by supply
12
restrictions in China
price per metric ton
13. Advanced Materials
Financial Summary Highlights
( in millions)
■ Q1 2011 revenue up 50% over Q1 2010
■ KB Alloys acquisition contributed $11.0
million
■ Antimony trioxide revenue up 74%
■ Q1 2011 Gross Margin 15% of revenue
■ Q1 2011 EBITDA up 71% over Q1 2010
■ 7% of revenue
■ CAPEX
■ $1.1 million investment in hydropower
facility in Brazil
13
14. 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 Solar International, Inteco Specialty Melting No significant competition
Inc. Technologies GmbH
PVA TePla AG Consarc Corporation
Chinese producers Aichelin GmbH
Sample Customers
14
15. Engineering Systems
Financial Summary Highlights
( in millions)
Q1 2011 revenue was flat compared to Q1
2010
Solar furnaces 27% of revenue
Own and Operate 15% of revenue
Order backlog increased 7% to $195.9
million at March 31, 2011
Order intake $65.7 million in Q1 2011
1.01x book to bill ratio
Q1 2011 Gross Margin 28% of revenue
Q1 2011 EBITDA down 56% from Q1 2010
8% of revenue
15
16. 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
16
17. Graphit Kropfmühl
Financial Summary Highlights
( in millions)
Q1 2011 revenue up 41% over Q1 2010
34% increase in silicon metal revenue due
to lower contract prices
Natural graphite revenue up 57%
Q1 2011 Gross Margin 21% of revenue
Q1 2011 EBITDA up 332% over Q1 2010
15% of revenue
CAPEX
$1.2 million primarily for high purity
graphite milling expansion
17
19. Financial Highlights
Revenue
(in millions) Highlights
(in millions)
■ Q1 Revenue: $318.0 million
■ Up 35% from Q1 2010
■ Q1 Gross Profit: $59.8 million
■ Q1 EBITDA: $26.2 million
■ Up 19% from Q1 2010
■ Q1 EPS: $0.41 (1)
EBITDA ■ Up from $0.11 in Q1 2010 (1)
■ TTM Q1 2011
■ Revenue: $1072.7 million
■ EBITDA: $89.0 million
■ Operating Income: $48.9 million
■ EPS: $0.82 (1)
19 (1) Excluding the equity losses from AMG’s 42.5% ownership in Timminco Limited
20. Financial Highlights
2011 Q1 Revenue 2011 Q1 Gross Profit
$318.0 million $59.8 million
20 in millions
21. Revenue by Geography
2011 Q1 Revenue 2010 Full Year Revenue
21 AMG generated less than 3% of revenue from Japan
22. Capital Base
Cash and Debt – March 31, 2011 Summary
( in millions)
■ Cash: $66.1 million
■ Total debt: $267.1 million
■ Net debt: $201.0 million
■ Debt to capitalization: 0.52x
■ Net Debt to TTM EBITDA:
2.26x
■ Revolver availability: $37.1 million
■ Total liquidity $103.2 million
■ AMG secured a new $300 million term
loan and revolving credit facility in
April
■ 5 year term
22
23. Recent Developments
■ Acquired aluminum master alloy producer KB Alloys, LLC for $23.5
million
■ Signed agreements to supply tantalum concentrate production through
the end of 2012
■ AMG installed a 200,000 kwh solar power facility at its Ferrovanadium
production facility
■ AMG completed a new $300 million term debt and revolving credit
facility that does not expire until April 2016
23
24. Outlook
■ Advanced Materials
■ Increasing demand and pricing for chromium, antimony and tantalum
■ Antimony mine ramp up is on schedule for H2 2011
■ Engineering Systems
■ Backlog is gradually improving
■ Own and Operate business is growing and will be a significant contributor
■ Graphit Kropfmühl
■ Improved silicon metal pricing; strong demand and pricing for natural graphite
■ AMG EBITDA growth in 2011 in excess of 20%
24
26. Consolidated Balance Sheet
Balance Sheet Actual
FYE in December 31, 2010 March 31, 2011
Fixed assets 228.6 244.7
Goodwill and intangibles 27.0 36.6
Other non-current assets 80.7 81.9
Inventories 207.2 244.9
Receivables 175.4 206.2
Other current assets 46.9 50.9
Cash 89.3 66.1
TOTAL ASSETS 855.1 931.3
TOTAL EQUITY 234.0 248.3
Long-term debt 187.8 211.0
Pension liabilities 88.4 95.0
Other long-term liabilities 52.9 56.0
Current debt 49.3 56.0
Accounts payable 102.3 115.9
Advance payments 49.6 53.5
Accruals 43.3 55.7
Other current liabilities 47.5 39.9
TOTAL LIABILITIES 621.1 683.0
TOTAL LIABILITIES & EQUITY 855.1 931.3
26
in thousands
27. Consolidated Income Statement
Summary Financials Actual
For the three months ended March 31 2010 2011
Revenue 235.8 318.0
Cost of sales 193.2 258.2
Gross profit 42.6 59.8
Selling, general & admin. 30.6 42.9
Asset impairment & restructuring - 0.3
Environmental 0.3 0.1
Other income (0.1) (0.9)
Operating profit 11.8 17.4
Net finance costs 3.6 0.5
Share of loss of associates 4.4 4.4
Profit before income taxes 3.8 12.5
Income tax expense 3.9 5.0
(Loss) profit for the period (0.1) 7.6
Attributable to:
Shareholders of the Company (0.1) 7.0
Non-controlling interest (0.0) 0.6
Adjusted EBITDA 22.0 26.2
27
in thousands
28. Consolidated Statement of Cash Flows
Cash Flow Statement Actual
For the three months ended March 31, 2010 March 31, 2011
EBITDA 22.0 26.2
+/- Change in operating assets/liabilities (23.6) (22.1)
-Interest paid, net (1.6) (1.2)
Other operating cash flow 0.4 (0.3)
Cash flows from operations before taxes (2.8) 2.6
Income tax paid (12.1) (16.3)
(14.9) (13.7)
Total cash flows from operations
(5.1) (8.2)
Capital expenditures
(0.8) (24.7)
Other investing activities
(5.9) (32.9)
Cash flows from investing activities
7.6 19.4
Cash flows from financing activities
Net increase (decrease) in cash (13.2) (27.2)
117.0 89.3
Beginning cash
Effects of exchange rates on cash (4.9) 4.0
98.9 66.1
Ending cash
28
in thousands