Thyssenkrupp Ag · XETR:TKA

Thyssenkrupp — Merger or Acquisition (November 2005)

14 slides from Thyssenkrupp's merger presentation, Nov 28, 2005

  1. Slide 1: Strong Partnership between Dofasco and ThyssenKrupp

    Strong Partnership between Dofasco and ThyssenKrupp Friendly Take-over Bid to Dofasco’s Shareholders November 28, 2005 ThyssenKrupp 2

  2. Slide 2: Transaction Highlights

    Transaction Highlights Key Highlights O Offer price of C$61.50 per share — total equity value of €3.5 billion O Dofasco Board unanimously recommends acceptance of offer O Creation of a global leader in the high quality flat steel market with combined sales of over €12 bn ThyssenKrupp “A

  3. Slide 3: ThyssenKrupp Steel — Strengths

    ThyssenKrupp Steel — Strengths Value Creation Efficiency Technology Strong European Improvements Leadership Presence Flat Steel Products Focus on High Value Added =i = ThyssenKrupp

  4. Slide 4: ThyssenKrupp Steel — Growth Strategy

    ThyssenKrupp Steel — Growth Strategy Strategy to grow in Europe and NAFTA O Build on strong European presence O Creation of a new low-cost slab producer to ensure future growth opportunities O Enter NAFTA market with high demand for high value added products ThyssenKrupp “A

  5. Slide 5: ! ! ' " ( ) ' ( " *+,,(--- # " ( .

    ! ! ' " 4 1 ( ) ' ( " *+,,(--- # " ( . ( / * 01 2 ( 3 ( 3 0 ( & (4 $ 4 " 56+78 9 /( 4 9 / 4 4 9 / ! 4 4 '0((( %0((( $.% %1% 10((( 3(( ,1 9 : ; 5"# - 6 13, '.% 5"# - 6 1'2 $%( 22 ,0((( $(( $, .$, .0((( 10..' 1(( 3,$ ,0,1. ,0.21 $$. $%8 ,0%%. ,0('2 ',% %0((( .(( ,88 ( ( .((. .((, .((1 24 .((1 24 .(('

  6. Slide 6: / 9< ) #3 * ! ) ; % " * % $ :

    / 9< ) 4 #3 9 * ! ) ; % " * % 4 $ : % 9 " $ $ 4 : ! 2 < ! 2 / & $ & ( 1 $

  7. Slide 7: $ " - @ ; - # $ = $ " 5'= 5%= >

    $ " - @ ; 4 - 4 # $ = $ " 9 5'= 6 5%= 6 > 51= 6 5%'= 6 > " 5,%= 6 5..= 6 / A 5,= 6 511= 6 " > 53= 6 4 - ? 5%(= 6 53= 6 5%.= 6 " > 53= 6 5%2= 6 5%(= 6 4 # $ = $ 5,= 6 4 ! 5.= 6 51= 6 58= 6 " 5'= 6 4 " 58= 6 5%,= 6 ; - ; - 5,2= 6 51%= 6 ! 53= 6 > > 5%(= 6 5.,= 6 5%3= 6 52= 6 5%%= 6 43& 5# 6

  8. Slide 8: B; Lat. Am. Asia RoW NAFTA (5%)

    B; ; " - - 4 #! & " $ =! & " $ Lat. Am. Asia RoW (1%) (5%) (1%) Other (4%) NAFTA (5%) USA (30%) ! Europe CAN "#$% (33%) Germany (66%) (55%) 43& 5# 6

  9. Slide 9: A 5" ;6 C " B; ;

    A 5" ;6 C " B; ; 9 ' 3/ % 1 ! ;!' ! ! ;!' 3 3 ' %1 3 3 ' %1 ! ! ! ! " ; 7) 18 1 8 # 198 1 '9:&) 8# ; ; 0!8 0 '! 8 # <; < ; ' 3 1 3' 1 =

  10. Slide 10: % : / > .((1 5- E '3&2 ; 1$&2 B ,.&1 .'&' F

    % : / 4 > .((1 5- E 6 4 '3&2 ; 1$&2 B ,.&1 .'&' F 9 ,%&$ 1&1 ,(&. E E" ; .'&' 1&, %$&3 .%&1 D .(&3 " %2&( B %8&2 %$&3 > %$&8 / / %1&$ > " ; E E" ; 1&, # 2 22,1 *

  11. Slide 11: %% " @ " $ % $ % $ / $ # # (

    %% " @ " 4 $ % $ % $ 4 / $ # # 0 ( / $ & $ ($ * 3> 4 / # $ : ! 2 < 4 / / " $

  12. Slide 12: ?@,+A- BC+A$ D;C

    % ! " 3 4 ?@,+A- ' ' 4 : ) BC+A$ ' $< D;C & # $ * 9 , ;D--@ " $ * )

  13. Slide 13: Why We Are Confident a Combination Will Be a Long-term Success Story

    13 Why We Are Confident a Combination Will Be a Long-term Success Story O Cultural proximity and mutual respect O Longstanding good relations O Fruitful discussions on operating and management level al The world needs solutions Developing the future. ThyssenKrupp as DOFASCO Our product is steel. Our

  14. Slide 14: % - + " # & $< & * " # & +/ &

    % - + " # & $< & * " # & +/ & $ : $ ( & ( $ & ( $ ) $ +3 " # & (" + & $ $ " # & +

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