Sims Ltd. · ASX:SGM
Sims — Sims Metal Management — Goldman Sachs Global Steel CEO Conference 2009
18 slides from Sims's conference presentation, Dec 2, 2009
Slide 1: Goldman Sachs Global Steel CEO Conference
For personal use only Goldman Sachs Global Steel CEO Conference December 2, 2009 Sims Metal Management Limited ASX: SGM NYSE: SMS Dan Dienst, Group CEO
Slide 2: Disclaimer
Disclaimer For personal use only This presentation for Sims Metal Management Limited (‘Sims” or the “Company”) is designed to provide a high level overview of aspects of the operations of Sims. The material set out in the presentation is current as of December 2, 2009. The presentation may contain f
Slide 3: Presentation Agenda
Presentation Agenda For personal use only • Company overview • Current market environment • Recent results • Navigating the reset • Summary 3
Slide 4: Company Overview
Company Overview For personal use only • An industry leader and world’s largest in both the metals and electronic recycling industry, handling more than 13 million tons of recyclable material in FY2009 Ferrous Metals Non-Ferrous Metals Industrial and Obsolete Grades Specialty Alloys Waste
Slide 5: Global Footprint
Global Footprint For personal use only • Approximately 230 facilities on four continents and 20+ countries • Trade offices or agents in every major scrap importing or exporting country • Market leading positions in North America, Australia, New Zealand, and the United Kingdom 5
Slide 6: Metal Recycling Business
Metal Recycling Business For personal use only • Metal recycling operations on four continents with more than 30 shredders worldwide Advanced downstream technology Recent acquisitions in US and Europe have strengthened positions • Deep water export facilities in strategic markets, including: N
Slide 7: Sims Recycling Solutions (SRS)
Sims Recycling Solutions (SRS) For personal use only SRS is the world’s largest and only global electronics recycler $578.5 million in sales in FY09 Well positioned in European and North American Markets Volumes growing organically Acquired Technorecycle GmbH in Germany in September 2009 R
Slide 8: Commitment to Sustainability
Commitment to Sustainability For personal use only • One of the greenest companies in the world, committed to reducing energy consumption by diverting raw materials from the waste system • Sims Metal Management was named to the Global 100 Most Sustainable Corporations in the World at the 2009 World
Slide 9: Commitment to a Culture of Safety
Commitment to a Culture of Safety For personal use only • 5,500 of the best employees in the industry • Dedicated regional and global Safety, Health, Environment & Community (SHEC) teams • Recently implemented safety initiatives lead by DuPont Safety Resources in Europe and North America • FY2009 SA
Slide 10: Current Market Environment
Current Market Environment For personal use only • Global trading conditions have improved through our first fiscal quarter for both ferrous and non-ferrous commodities • Ferrous markets have shown signs of recent firming since the Company’s 30 October 2009 commentary above • Company expects volatil
Slide 11: Highlights of First Quarter FY10
Highlights of First Quarter FY10 – September 30, 2009 (Unaudited and in AUS$) For personal use only • Sales revenue of $1.8 billion down 49 percent on prior corresponding period • EBITDA of $92.3 million down 68 percent on prior corresponding period (EDITDA excluding non-recurring item was approxima
Slide 12: Q1 Market Update Provided October 29, 2009
Q1 Market Update Provided October 29, 2009 for Period End September 30, 2009 For personal use only Unaudited Results and in AUS$ $m (except EPS) Q1 FY10 Q1 FY09 Revenues $1,806 $3,545 EBITDA $92.3 $285.1 EBIT $53.6 $249.2 EPS $0.18 $0.80 12
Slide 13: Navigating the Reset
Navigating the Reset For personal use only Targeted Acquisitions in Metal Recycling Industry At Sims Metal Management “hope” is not a strategy Implementing Best Practices Clear long-term goals and a focus to drive Align Costs continued growth With Activity Levels Investing in Organic Growth & Implem
Slide 14: Targeted Acquisitions in Metal Recycling Industry
Targeted Acquisitions in Metal Recycling Industry in North America For personal use only • Sims Metal Management and its joint ventures have an unrivaled geographic footprint in North America Major deep-water ports on East and West Coasts Access to Mississippi River from Midwest and Southern fac
Slide 15: Implementing Best Practices
Implementing Best Practices For personal use only • Sims Metal Management takes advantage of global geographic diversity - intelligence from our worldwide presence and implementing the best practices • We know that our people are our most important resource and our biggest competitive advantage • Co
Slide 16: Investing in Organic Growth & Implementing Technology
Investing in Organic Growth & Implementing Technology For personal use only • Recent equity raising ensures financial flexibility • Sims Metal Management is investing in high ROI projects to advance organic growth and maximize efficiency in its operations Efficiencies through technology Third ge
Slide 17: Summary
Summary For personal use only • Global leader in metal and electronics recycling industry • Committed to sustainability and safe operations • Strong capitalization • Weathered downturn and well positioned for growth and shareholder value creation when economy turns 17
Slide 18: Right. Now.
For personal use only Right. Now. ASX: SGM NYSE: SMS www.SimsMM.com
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