Amg Critical Materials N.v. · EURONEXT:AMG
Amg Critical Materials — AMG Advanced Metallurgical Group — Shareholder Meeting (May 2021)
16 slides from Amg Critical Materials's shareholder meeting presentation, May 6, 2021
Slide 1: Enabling the Circular Economy
ENABLING THE CIRCULAR ECONOMY CEO UPDATE | ANNUAL GENERAL MEETING MAY 6, 2021 AMG ADVANCED METALLURGICAL GROUP N.V. 1
Slide 2: Safety Performance
SAFETY PERFORMANCE LOST TIME INCIDENT RATE TOTAL INCIDENT RATE 2013 1.95 3.30 2014 1.19 2.23 2015 1.12 2.02 2016 1.06 1.68 2017 0.82 1.31 2018 0.63 1.26 2019 0.80 1.46 2020 0.62 1.05 2021 (YTD) 0.59 1.11 • 2021 year-to-date results demonstrate a 5% improvement in lost time rate and a 6% weakening in
Slide 3: Safety Focus Q1 2021
SAFETY FOCUS Q1 2021 S A F E T Y I N D I C AT O R S At the end of Q1 2021, lost time incident rate was down 38% while total incident rate is down 20% from Q1 2020. LOST TIME 12 MONTH 12 MONTH YEAR INCIDENTS IN THE AVERAGE LOST TIME AVERAGE TOTAL LAST 12 MONTHS INCIDENT RATE INCIDENT RATE 2020 TTM 24
Slide 4: New Segments
NEW SEGMENTS CLEAN ENERGY MATERIALS CRITICAL MINERALS CRITICAL MATERIALS TECHNOLOGIES BUSINESS UNITS Lithium Silicon Titanium Alloys Tantalum Antimony Engineering Vanadium Graphite Superalloys PRIMARY MARKETS Energy Recycling Infrastructure Specialty metals Infrastructure Aerospace Renewable Recycli
Slide 5: AMG's Strategic Space
AMG’S STRATEGIC SPACE Energy Transition (Clean Energy & Energy Saving) Materials turn “critical” (demand shift) New Circular “Enabling” CO2 Economy reductions Solutions (at the customer) New products (material science- based) 5
Slide 6: Life Cycle Analysis (LCA) in Circular Economy
LIFE CYCLE ANALYSIS (LCA) IN CIRCULAR ECONOMY Raw Materials Manufacturing Disposal Packaging Distribution Use 6
Slide 7: ECO2RP Is the Portfolio of AMG's Products Enabling CO2 Reduction
ECO RP IS THE PORTFOLIO OF AMG’S PRODUCTS ENABLING CO2 2 REDUCTION AMG’S ENABLED CO2 EMISSION REDUCTIONS (Million MT) 2020 56.6 2019 67.8 2018 50.8 6.1% 2017 45.6 CAGR 2016 43.4 2015 42.0 23% revenue contribution 28% gross profit contribution by ECO2RP products in 2020 by ECO2RP products in 2020 (up
Slide 8: The ECO2RP "Lobby"
THE ECO RP “LOBBY” 2 A STRONG PIPELINE OF LCA CANDIDATES TO BE ADDED TO THE ECO2RP WILL ENABLE FURTHER CO2 EMISSION REDUCTION… LCA candidates enabling further CO2 reduction (Million MT) MOx Fuels, nuclear power to replace 9 12 coal in China Titanium aluminides, enabling fuel 10 savings (higher opera
Slide 9: Verified Carbon Standard Methodology Development
VERIFIED CARBON STANDARD METHODOLOGY DEVELOPMENT • AMG is in the final stages of publishing a Verified Carbon Standard (VCS) methodology, which would allow certified AMG projects to turn their greenhouse gas emission reductions into tradeable carbon credits • AMG is working in conjunction with Verra
Slide 10: 2020: Vanadium Expansion
2020: VANADIUM EXPANSION BYE »
Slide 11: Shell AMG Recycling (SAR) Projects
SHELL AMG RECYCLING (SAR) PROJECTS Technology License 11
Slide 12: 2020: Lithium Value Chain Expansion
2020: LITHIUM VALUE CHAIN EXPANSION 12
Slide 13: AMG Lithium GmbH
AMG LITHIUM GMBH EYE »
Slide 14: AMG Capital Raise
AMG CAPITAL RAISE AMG raised in excess of €100M to fund €100M+ environmentally sustainable projects in the Clean Energy Materials business Next Generation Battery Technologies Circular Economies Building commercial-scale Building a battery grade lithium Additional spent catalyst recycling Vanadium R
Slide 15: Long-Term Guidance
LONG-TERM GUIDANCE Despite the recent macroeconomic challenges, steady execution of our strategic growth plan allows us to reaffirm our long-term EBITDA target of $350M, or more, within the next five years 15
Slide 16: VANADIUM,-MOLYBDENUM AND NICKEL—CAMBRIDGE, OHIO &) VANADIUM, MOLYBDENUM AND NICKEL—ZANESVILLE, OHIO
VANADIUM,-MOLYBDENUM AND NICKEL—CAMBRIDGE, OHIO &) VANADIUM, MOLYBDENUM AND NICKEL—ZANESVILLE, OHIO This announcement appears as a matter of record. AMG’s LAW: “Everything that can be recycled 4" will be recycled.” TANTALUM, NIOBIUM, AND HAFNIUM AMG ADVANCED METALLURGICAL GROUP N.V. amg-nv.com WH CH
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