Steel & Tube Holdings Limited · NZX:STU
Steel & Tube — Shareholder Meeting (2009)
17 slides from Steel & Tube's shareholder meeting presentation, 2009
Slide 1: Annual Meeting Welcome
Annual Meeting Welcome @™T STEEL & TUBE BLD o.vrnas turmrrep
Slide 2: Financial Highlights of Last Year: A Story of Two Halves
Financial Highlights of Last Year $ 000s A Story of two Halves 300,000 25,000 SALES PAT 250,000 20,000 200,000 15,000 SALES PAT 150,000 10,000 100,000 5,000 50,000 0 0 1st Half 2nd Half Source: Company Published Reports 2
Slide 3: I CARE about safety
I CARE - about my safety about others safety about visitors safety 3 3 3
Slide 4: Injury Frequency per million Manhours
Injury Frequency per million Manhours 16.0 LTIFR 14.0 MTIFR 12.0 10.0 Frequency 8.0 6.0 4.0 2.0 - Jul-04 Jan-05 Jul-05 Jan-06 Jul-06 Jan-07 Jul-07 Jan-08 Jul-08 Jan-09 Jul-09 Source: Company Reports 4 4
Slide 5: 5 5
5 5 5
Slide 6: Dwelling Consent Numbers for Sept. Years
Dwelling Consent Numbers for Sept. Years 30,000 (excl. apartments) 25,000 20,000 15,000 10,000 5,000 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010f 2011f Source: Stats NZ & NZIER forecast 6 6
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Slide 8: Employee Numbers - Steel & Tube Holdings
Employee Numbers - Steel & Tube Holdings 900 850 Employees 800 750 700 Jul-07 Oct-07 Jan-08 Apr-08 Jul-08 Oct-08 Jan-09 Apr-09 Jul-09 Oct-09 Source: Company Reports 8 8
Slide 9: 9 9
9 9 9
Slide 10: Steel & Tube Holdings Stock
Steel & Tube Holdings Stock $ million 140 130 120 110 $ million 100 90 80 70 60 Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Source: Company Reports 10 10
Slide 11: 11 11
11 11 11
Slide 12: NZD vs AUD & USD Monthend Exchange Rates
NZD vs AUD & USD Monthend Exchange Rates 160% USD AUD US$ + 1.52 NZD 140% % TO NZD 120% 100% AU$ + 0.98 80% Jun- Dec- Jun- Jun- Mar- Dec- Sep- Jun- Mar- Aug- Nov- Feb- May- Aug- 00 01 03 04 05 05 06 07 08 08 08 09 09 09 Source: ANZ Bank 12 12
Slide 13: Price of HR Coils USD/T - East Asia
Price / T 1,000 1,100 200 300 400 500 600 700 800 900 Mar 03 Jun 03 Sep 03 Dec 03 Source: Steel Business Briefings Mar 04 Jun 04 Sep 04 Dec 04 Mar 05 Jun 05 Sep 05 Dec 05 13 Mar 06 Jun 06 Sep 06 Dec 06 Mar 07 Jun 07 Sep 07 Dec 07 Price of HR Coils USD/T- East Asia Mar 08 Jun 08 Sep 08 Dec 08 Mar-09
Slide 14: World Steel Production Trend
World Steel Production Trend- m Tonnes RoW China 120.0 30% Drop 100.0 80.0 Tonnes 60.0 40.0 20.0 0.0 Jan-08 Apr Jul Oct Jan-09 Apr Jul Source: IISI 14 14
Slide 15: Net Actual Migration - Permanent & Long-Term
Net Actual Migration- Permanent & Long-Term Rolling 12 Months - Sept. Years 50,000 40,000 30,000 20,000 10,000 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 -10,000 -20,000 Source: Stats NZ 15 15
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16 16 16
Slide 17: New Roofing & Purlin Facility - Highbrook
New Roofing & Purlin Facility- Highbrook 17 17 17