Amg Critical Materials N.v. · EURONEXT:AMG

Amg Critical Materials — AMG Advanced Metallurgical Group — Investor Day (June 2014)

18 slides from Amg Critical Materials's investor day presentation, Jun 3, 2014

  1. Slide 1: Capital Markets Day AMG Aluminum

    Capital Markets Day AMG Aluminum June 3, 2014

  2. Slide 2: Cautionary Note

    Cautionary Note THIS DOCUMENT IS STRICTLY CONFIDENTIAL AND IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION BY AMG ADVANCED METALLURGICAL GROUP N.V. (THE “COMPANY”) AND MAY NOT BE REPRODUCED IN ANY FORM OR FURTHER DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR IN PART, FOR ANY PURPOSE

  3. Slide 3: Introduction to AMG Aluminum

    Introduction to AMG Aluminum AMG Processing AMG Engineering AMG Mining  Vanadium  Capital equipment for high  Silicon metal  Titanium alloys and coatings purity materials  Natural graphite  Superalloys  Heat treatment services  Antimony  Aluminum master alloys and  Tantalum & Niobium grain

  4. Slide 4: Introduction to AMG Aluminum

    Introduction to AMG Aluminum is a world-leading provider of aluminum master alloys and grain refiners for the aluminum industry  Headquartered in Wayne, PA, USA  Five ISO 9001 manufacturing plants  Global footprint  Comprehensive range of products  ~300 employees  Management  Julien Crisnaire

  5. Slide 5: AMG Aluminum Global Operations

    AMG Aluminum Global Operations Wenatchee, WA, USA Rotherham, UK Wayne, PA Henderson, KY, USA Jiaxing, China São João del Rei, Brazil Headquarters Plants (5) Strategic global footprint to manage global demand and provide superior customer service 5

  6. Slide 6: Products

    Products

  7. Slide 7: AMG Aluminum Key Products

    AMG Aluminum Key Products Grain Refiners Hardener Alloys Specialty Alloys Alloying Tablets  Added to molten  Mixed with aluminum  Modification of  Mixed with aluminum in aluminum to provide in alloying applications structure of certain alloying applications fine and uniform as-  Improves mechan

  8. Slide 8: AMG Aluminum Value Chain

    AMG Aluminum Value Chain AMG Aluminum (#1) Key Competitors: AMG Aluminum provides grain refiners and master alloys used during melting and casting of aluminum and aluminum alloys 8

  9. Slide 9: Markets

    Markets

  10. Slide 10: AMG Aluminum End Markets

    AMG Aluminum End Markets Building & Construction 25.0% Transportation 28.0% Packaging 20.0% Others 12.0% Energy 15.0% 10 1 Source : Alcoa Q1 2014 Earnings Presentation

  11. Slide 11: AMG Aluminum End Markets

    AMG Aluminum End Markets Key End Market Global Growth Trend1 Transportation –  Increasing demand on lighter aircraft to reduce fuel Aerospace 8% - 9% costs in times of rising energy costs  Push for lighter vehicles to improve fuel economy (CAFE) 1% - 4% Transportation – and reduce emissions Automo

  12. Slide 12: End Market Example – Packaging

    End Market Example – Packaging Alloy 5182 95.2% Al 4.5% Mg In 2012, approximately 0.3% Mn 300 billion beverage Alloy 3104 97% Al cans (using 4-5 million AMG Aluminum 1.1% Mg provides these 1.1% Mn tons) were “ingredients" 0.8% (Fe, Si, Cu) manufactured globally 3-4% of the weight of a can is AMG Alu

  13. Slide 13: End Market Example – Automotive

    End Market Example – Automotive 13

  14. Slide 14: End Market Example – Light Weight Vehicle

    End Market Example – Light Weight Vehicle Base Technology Enhanced Technology Steel Vehicle Aluminum Vehicle Panels Panels Aluminum Door Panel ENABLING TECHNOLOGY GRAIN REFINERS FOR ALUMINUM IN VEHICLE PANELS Series 5xxx, 6xxx and 7xxx (Military Grade) aluminum alloys utilized in new vehicles reduce

  15. Slide 15: Operations

    Operations

  16. Slide 16: Operations

    Operations  Implemented a new leadership team in 2012 post KB acquisition  Streamlined operations to reduce cost structure and provide seamless service to its global customers  Optimized production at its global facilities  Consolidated China operations  Sold its 45% equity interest in YKB Allo

  17. Slide 17: AMG Aluminum's Industry Consolidation

    AMG Aluminum’s Industry Consolidation  AMG acquired KB Alloys in February 2011 for approximately $23.5 million Primary Grain Refiners Aluminum Bauxite Aluminum & Master Alloys Alloys AMG (#1) World leader in aluminum master alloys KB Alloys and grain refiners (#2) KBM (Netherlands) Aleastur (Spain)

  18. Slide 18: www.amg-al.com info@amg-al.com

    www.amg-al.com info@amg-al.com

AMG Advanced Metallurgical Group — Investor Day (June 2014) on 6ix