Bhp Group Ltd · ASX:BHP

Bhp — BHP Billiton — Bank of America Merrill Lynch Global Metals, Mining & Steel Conference 2013

27 slides from Bhp's conference presentation, May 15, 2013

  1. Slide 1: Form 6-K Report of Foreign Private Issuer

    UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 May 14, 2013 BHP BILLITON LIMITED BHP BILLITON PLC (ABN 49 004 028 077) (REG. NO. 3196209) (Exact name of Regi

  2. Slide 2: Cover letter and media release for conference presentation

    resourcing bhpbilliton 14 180 GPO Melbourne Tel To: bhpbilliton.com cc: When give “You squeeze expected increase Mr margins Further Jane Group BHP Registered The May New Mackenzie +61 Australian Lonsdale BHP it McAloon BILLITON Billiton BOX will discussing an Company information 1300 2013 returns th

  3. Slide 3: Our strategy will deliver substantial growth in free cash flow

    Spence Our resourcing bhpbilliton Andrew Chief 14 May strategy Executive Chile 2013 Mackenzie thewill future Officer deliver substantial growth in free cash flow

  4. Slide 4: Disclaimer

    resourcing bhpbilliton Disclaimer Forward-looking This performance Often, words guarantees from factors”, only. as BHP includes and Non-IFRS Certain UK No Nothing Reliance The completeness Andrew Slide tooffer Underlying GAAP views presentation future Billiton those Our 2and but historical Mackenzie

  5. Slide 5: Disclaimer

    resourcing bhpbilliton Disclaimer This (WAIO), Exploration previously All Billiton The Mineral presented. Table Province Western Queensland Saskatchewan Escondida 2007 Copper Please Excludes 1. 2. Coal Andrew Slide Interest information compilers presentation (BMC) 1,695 1,665 1,513 31refer equivalen

  6. Slide 6: Our strong track record of shareholder returns

    resourcing bhpbilliton -Our A Sustainable 1. 2. 3. Source: Strong (TSR, 1,100 CAGR: Apr BHP Andrew Slide average progressive returned plan more TSR Calculated Includes high 03 Billiton 41,000 30 that growth Apr calculated extreme Datastream; 22% 9% Mackenzie, quality, April EBIT return US$56.9 the b

  7. Slide 7: Our strategy remains unchanged

    resourcing bhpbilliton An Our We The This Diversified Own Market Geography Commodity Long Large Low Upstream Expandable TOTAL Andrew RETURNS Slide extreme will ongoing strategy uniquely productivity plan cost and 5lifeincrease SHAREHOLDER Mackenzie, operate: will assets the by: focus remains simplif

  8. Slide 8: Global economic outlook and commodity demand

    resourcing bhpbilliton Detailed -Global The Key (GDP 10 China United World Investment (index, 150 CY11 New 1. 2. data Source: Andrew Slide China the Growth New 8100 outlook global risk presented markets 6United capital 6growth, CY12 India 4growth States CY11 capital is Global Mackenzie, 2of 50 analy

  9. Slide 9: We have substantially increased our resource base

    WeResource resourcing bhpbilliton Brownfield Our The Significant (copper 1,400 +75% FY07 1. detailed Appendix, Petroleum Andrew Slide have quality, resource 71,200 FY12 increase equivalent breakdown Mackenzie, substantially Contingent slides the growth exploration base 1,000 scale base1 future 20 (e

  10. Slide 10: Our exploration program is focused on copper

    resourcing bhpbilliton Over Approximately We MinEx1 A (US$ 350 Q1 Q2 Brownfield 1. 2. Andrew Slide targeted Refers Greenfield FY12 have are 300 the 8million) ‘long’ Mackenzie, 250 has optimised last to Q3 minerals the Greenfield the been 200 five FY12 -resource future Copper 75% Minerals 150 years i

  11. Slide 11: Expect exploration to expand our resource base

    Expect resourcing bhpbilliton 50F 10 15 Saskatchewan Escondida 151% 9Onshore % Other Four Western 75 157% Exploration (bt) Legend 100+ 200+ Petroleum Resource2 Range Ratio Minimum Queensland 60 FY07 38% 1. 2. production nature, the 3. to Andrew Slide Y07 6Represents Calculated Metal the of 50 40 Exp

  12. Slide 12: With our productivity agenda we are controlling costs

    With resourcing bhpbilliton We Our Tangible (US$ 900 US$1.9 258 686 299 387 (97) 87 397 Operating 944 Sub-total Exploration Controllable 1. 2. Andrew Slide Volume Controllable are 600 businesses productivity focus, 10 million) operationally billion Mackenzie, 300 controllable (P&L) Overheads related

  13. Slide 13: Our capital expenditure will decline substantially

    resourcing bhpbilliton Our BHP Approximately This We Expenditure FY13e The (US$ FY11 1. 2. Andrew Slide Refers Relates will retain rate productivity will Billiton’s 11 billion) FY12 FY14e increase substantially Mackenzie, of maximise to significant to the major forecast H1 profile allfuture FY15e ca

  14. Slide 14: We will continue to simplify our portfolio

    We resourcing bhpbilliton -Divestments Strong Greater Significant (US$ H1 H22 0.0 2.5 5.0 Strength (EBIT 75 All Four FY08 1. 2. 3. 4. Andrew Slide sold announced The Includes Projected Excludes 50 other businesses will pillars4 12 billion) the 25 FY09 ‘Four margin, prices focus continue Mackenzie, i

  15. Slide 15: Our strategy will deliver growth in free cash flow

    resourcing bhpbilliton An Our We The This Diversified Own Market Geography Commodity Long Large Low Upstream Expandable TOTAL Andrew RETURNS Slide extreme will ongoing strategy uniquely productivity plan cost and 13 lifeincrease SHAREHOLDER Mackenzie, operate: will assets the by: focus will simplifi

  16. Slide 16: Resourcing the future

    resourcing the future bhpbilliton

  17. Slide 17: Appendix

    resourcing the future bhpbilliton Appendix

  18. Slide 18: Strong production growth in major businesses

    Strong resourcing bhpbilliton -Copper Escondida Western Queensland 200 Eagle (index, 600 CAGR FY12 1. 2. 3. Andrew Slide WAIO Escondida Queensland Eagle Copper 100% FY15 100 300 16 Ford FY13e growth 14% 8% 15% 66% FY12 Ford equivalent run Australia Mackenzie, 0estimated basis. equivalent the Coal3 c

  19. Slide 19: Our major projects remain on schedule and budget

    Our resourcing bhpbilliton Broad- Macedon Caval NWS HPX3 Bass Kipper1 FY16 FY15 FY14 FY13 Cerrejon Turrum Daunia NTP Samarco WAIO Escondida Appin Iron Petroleum Aluminium, First > US$500m 1. Note: Andrew Slide US$500m Facilities projects Ore production Exp Strait 17 The North GWF-A Ridge Area Inner

  20. Slide 20: Capital and exploration expenditure

    Capital resourcing bhpbilliton Minerals Sustaining Onshore Growth Exploration Group US$ Total Note: Andrew Slidebillion 0.2 3.0 18 Capital capital and 2.0 0.2 Mackenzie, US 3.7 3.1 and the and 1.7 3.3 exploration FY03 0.3 0.4 capital 4.0 4.4 conventional and and future other 2.6 0.5 6.9 exploration

  21. Slide 21: Key commodity price sensitivities

    Key resourcing bhpbilliton Approximate US$ US$1/bbl US¢10/MMbtu 45 US$1/t 20 US¢1/lb 25 2A RAND 110 1. 35 2. Andrew Slide UD Assumes Impact net million 19 (US¢1/A$) (0.2 on profit Mackenzie, on based on iron metallurgical energy the total aluminium copper nickel Rand/US$) oil impact1 sensitivities f

  22. Slide 22: Mineral Resources table

    resourcing bhpbilliton Slides These do Matoso; Wessels Remainder This All Billiton The Mineral Table Financial Deposit Measured Indicated Inferred BHP Iron WAIO Samarco Worsley Alumina 2012 MRN 2007 1. Andrew Slide Interest Norte) information compilers ore is Billiton 2,324 1,695 3,041 524 343 399 1

  23. Slide 23: Mineral Resources table (continued)

    resourcing bhpbilliton Mineral Table Financial Deposit Measured Indicated Inferred BHP Base Escondida Cerro Spence Olympic 1,547 5,098 3,295 1.86g/t 1.42g/t 0.97g/t 0.36g/t 0.25g/t 0.29kg/t 0.23kg/t 1,343 3,192 3,320 2.31g/t 1.62g/t 1.26g/t 0.37g/t 0.3g/t 0.31g/t 0.35kg/t 0.28kg/t 0.26kg/t 169 990 7

  24. Slide 24: Mineral Resources table (continued)

    resourcing bhpbilliton Mineral Table Financial Deposit Measured Indicated Inferred BHP 112 150 119 104 99.9 43 99.8 220 111 42 297 204 Nickel 156 180 2305 981 221 Energy 961 4New 260 51847 1,097 911 142 199 1,884 129 355 1,344 South 971 493 671 214 411 535 -8481 2,441 140 11 1. 58 1,214 905 33.3 730

  25. Slide 25: Mineral Resources table (continued)

    resourcing bhpbilliton Mineral Table Financial Deposit Measured Indicated Inferred Metallurgical Queensland Gregory 3,209 3,032 1,542 3,772 4,387 02,798 7137 BHP 50 30 Illawarra 1,035 646 116 80 1,082 1,119 183 Indonesia 760 187 188 589 453 283 75 658 33 183 40 GEMCO1 Manganese 13 24 37 21 12 Wessel

  26. Slide 26: Resourcing the future

    resourcing the future bhpbilliton

  27. Slide 27: Signatures

    SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. BHP Billiton Limited and BHP Billiton Plc Date: May 14, 2013 By: /s/ Jane McAloon Name: Jane McAloon Ti

BHP Billiton — Bank of America Merrill Lynch Global Metals, Mining & Steel Conference 2013 on 6ix