Anglogold Ashanti Plc · NYSE:AU
Anglogold Ashanti — Merger or Acquisition (August 2023)
8 slides from Anglogold Ashanti's merger presentation, Aug 4, 2023
Slide 1: Interim 2023 Results
Interim 2023 Results F O R TH E SIX MO N T H S E N D E D 30 JU N E 2023 Nevada, USA
Slide 2: Corporate Restructuring
CORPORATE RESTRUCTURING
Slide 3: Disclaimer
DISCLAIMER NO OFFER OR SOLICITATION This document is not intended to and does not constitute an offer or invitation to buy, exchange or sell nor a solicitation of an offer to buy, exchange or sell any securities or the solicitation of any vote or approval in any jurisdiction in connection with the p
Slide 4: Restructuring: Rationale
CORPORATE RESTRUCTURING: RATIONALE Enhanced access to the world’s deepest pools of capital Improved competitive position in line with the Group’s global peers Corporate domicile in a leading, low risk jurisdiction Tropicana, Australia Tropicana, Australia Minimal disruption for existing stakeholders
Slide 5: Restructuring Overview
CORPORATE RESTRUCTURING OVERVIEW Current Simplified Corporate Structure Post Corporate Restructuring Structure AGA shareholders AGA shareholders AngloGold Ashanti AngloGold Ashanti plc Limited (“AGA”) (“New Listco”) Remaining SA AngloGold Ashanti AngloGold Ashanti AngloGold Ashanti AngloGold Ashanti
Slide 6: The World's Largest and Deepest Pool of Capital Remains the US
THE WORLD’S LARGEST AND DEEPEST POOL OF CAPITAL REMAINS THE US Market cap US$tn1 Liquidity US$bn1 Investor base4 RoW UK 61.7 102.2 3M Total Market ADTV: 5% 7% $102.2bn / 0.66% of FF Europe (ex UK) North 6% 3.1 America 82% 1.6 1.1 4.6 Illustrative ECM demand 2.3 1.2 Europe (incl. UK) 10% / / RoW 30%
Slide 7: The US Boasts the Highest Concentration of Gold and Mining-Focused Capital
THE US BOASTS THE HIGHEST CONCENTRATION OF GOLD AND MINING-FOCUSED CAPITAL GLOBAL INVESTORS ARE LARGELY UNDERWEIGHT THE US HAS THE LARGEST SHARE OF SA GOLD PEERS VS. NA PEERS CONCENTRATED CAPITAL IN THE SECTOR TOP 15 GLOBAL INVESTORS IN NORTH (UNDERWEIGHT) / OVERWEIGHT REGION STYLE GOLD GLOBAL CONCE
Slide 8: AngloGold Ashanti
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