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Amg Critical Materials — AMG Advanced Metallurgical Group — Shareholder Meeting (May 2020)
12 slides from Amg Critical Materials's shareholder meeting presentation, May 2020
Slide 1: Enabling the Circular Economy
ENABLING THE CIRCULAR ECONOMY CEO UPDATE | MAY 2020 ANNUAL GENERAL MEETING AMG ADVANCED METALLURGICAL GROUP N.V.
Slide 2: Cautionary Note
CAUTIONARY NOTE 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 pu
Slide 3: Agenda
Coronavirus: Impact on AMG Workforce 4 Safety 2019 5 Safety Q1 2020 6 2019: Three Transformational Projects 7 Changes in 2020 to Date: Three Transformational Projects 8 Shell AMG Recycling MOU Signing Ceremony 9 Enabling Greenness 10 Balance Sheet Solidity 11
Slide 4: Coronavirus: Impact on AMG Workforce
I CORONAVIRUS: IMPACT ON AMG WORKFORCE 40 35 30 25 20 15 10 5 0 6-Apr 11-Apr 16-Apr 21-Apr 26-Apr 1-May Self-Quarantine COVID Positive 4
Slide 5: Safety Focus
II SAFETY FOCUS LOST TIME INCIDENT RATE TOTAL INCIDENT RATE 2013 1.95 3.30 2014 1.19 2.23 2015 1.12 2.02 2016 1.06 1.68 2017 0.82 1.31 2018 0.63 1.26 2019 0.80 1.46 2020 0.69 0.96 • Year-to-date performance is on-track through 2020 Q1 v. 2019 EOY. • Improvement driven by increased communication with
Slide 6: Health and Safety Focus
III HEALTH AND SAFETY FOCUS S A F E T Y I N D I C AT O R S At the end of Q1 2020, lost time incident rate was down 1% while total incident rate is down 1% from Q1 2019. LOST TIME 12 MONTH 12 MONTH YEAR INCIDENTS IN THE AVERAGE LOST TIME AVERAGE TOTAL LAST 12 MONTHS INCIDENT RATE INCIDENT RATE 2019 T
Slide 7: 2019: Three Transformational Projects
IV 2019: THREE TRANSFORMATIONAL PROJECTS Cambridge II approval / Vanadium expansion construction commencement Downstream lithium Acquiring Li IP – build out integration of a laboratory AMG Technologies ISA acquisition & growth exploration of potential IPO 7
Slide 8: Changes in 2020 to Date: Three Transformational Projects
V CHANGES IN 2020 TO DATE: THREE TRANSFORMATIONAL PROJECTS Despite the unprecedented macroeconomic turmoil due to the global pandemic, AMG continues to pursue key strategic priorities 2019 2020 Cambridge II approval / Formation of Shell Vanadium expansion construction AMG Recycling BV and commenceme
Slide 9: Shell AMG Recycling MOU Signing Ceremony
VI SHELL AMG RECYCLING MOU SIGNING CEREMONY 9
Slide 10: Vanadium Circular Economy
VII VANADIUM CIRCULAR ECONOMY Spent FeV HSS Oil Catalyst Vanadium Steel Building & Refining Reclamation Production Construction V2O5 V2O5 V-Al Vanadium Titanium Aerospace Batteries Alloys 10
Slide 11: Enabling Greenness
VIII ENABLING GREENNESS CO2 Emission Reduction Enabled (millions of MT) 80 70 67.0 60 50.8 50 45.6 41.9 43.4 40 30 20 10 0 2015 2016 2017 2018 2019 11
Slide 12: Balance Sheet Solidity
IX BALANCE SHEET SOLIDITY Resilient Focus on Balance Sheet Business Model • Deleveraged balance sheet • Portfolio of low-cost advanced material businesses • Amended debt covenant provides more headroom • Relentless focus on operational • Robust liquidity: $200M in cash; efficiency $170M in undrawn r
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