Pt Antam (persero) Tbk · IDX:ANTM
Pt Antam (persero) Tbk — PT Aneka Tambang Tbk (Antam) — Investor Presentation (November 2004)
7 slides from Pt Antam (persero) Tbk's investor presentation, Nov 2, 2004
Slide 1: Antam - A Solid Bright Future, Public Expose
# ANTAM A SOLID BRIGHT FUTURE Public Expose Jakarta Stock Exchange Building November 5%, 2004 Disclaime: is snosoarser @ This presentation will include projections and other forward-looking statements. While these projections and other statements represent our best current judgement, they are subjec
Slide 2: Antam - Diversified and Vertically Integrated
Antam — Diversified and Vertically Integrated ikjang | (Bauxite) Cilacap Kutoarjo Lumajang (iton Sands) fF (ron Sands) Bf (ron Sands) Quick Review of Highlights — Production and Financial Results + OMO4 Operation results: + Antam began the full overhaul of the FeNi [i smelter in September 2004, whic
Slide 3: Highlights - Sales and Market Composition; Profit
Quick Review of Highlights — Sales and Market Composition _ Domestic lron Sands Singapore ye 1% Australia i 1% Bauxite China 5% 4% : Taiwan 5% Quick Review of Highlights — Profit eae esanedobenetiouathase, Rp Trillion: 275 2001 2002 2003 9MO3 9Mo4 fame Revenue 7 Gross profit: gag: Net profit. a Gros
Slide 4: Highlights: Balance Sheet; Positive Industry Outlook - Nickel
Quick Review of Highlights: Balance Sheet _ 2001 2002 2003 9MO03 9M04 lima Assets Liabilities We Equity tee ROE Positive Industry Outlook - Nickel Fore Pcs Larnaca rnarasenCe 1700. 74.2% growth pa. 900 z 2004 20022003) 2004° 2005 2006 2007 2008: 20092010. 2074 We expect nickel demand to exceed suppl
Slide 5: Positive Industry Outlook - Gold
Positive Industry Outlook - Gold @ Gold is strongly influenced by the direction of the US dollar. Continued weakening of USD as well as global geopolitical insecurities makes gold more attractive as safe haven instrument @ Relatively unchanged market supply from world’s gold mines. South Africa's go
Slide 6: Improved Cost Structure
Improved Cost Structure = FeNi Il full overhaul will improve productivity and efficiency of the smelter » Commissioning of three new generators will provide better consistency of power supply « Efficiency programs — Geared towards costs reduction Progress on FeNi Ill Project — On Budget dan On Sched
Slide 7: Tayan Project - Focused on JVA Completion
Tayan Project — Focused on JVA Completion =A USD220 million integrated bauxite mining and CGA processing project = Additional revenue of USD 150 million to the JV company s Appointment of Ciligroup as Antams Financial Advisor *Project IRR of 15%" =Negotiation with intemational partners continues, fo
PT Aneka Tambang Tbk (Antam) — Investor Presentation (November 2004) on 6ix