Slide 1: Investor Briefing June 2014
INVESTOR BRIEFING 5 June 2014 For personal use only
Slide 2: Disclaimer
Disclaimer For personal use only This presentation includes both information that is historical in character and information that consists of forward looking statements. Forward looking statements are not based on historical facts, but are based on current expectations of future results or events. T
Slide 3: Project Regeneration – Overview
Project Regeneration – Overview For personal use only • Additional $200m(1) investment in the Storage & Logistics network over three years - upgrade of rail capability at primary sites and 3 new sites Project Overview • Focus on ~180 upcountry receival sites with storage capacity of ~20mmt • Efficie
Slide 4: Reducing supply chain cost
Reducing supply chain cost For personal use only 1. Reshaping the country network 2. Localised cluster operations Challenge Response Costly supply chain Reconfigure the network to ~180 sites • ~180 sites receive 90% of all delivered grain • Primary sites are export focused on rail • Long tail of hig
Slide 5: Reducing supply chain complexity
Reducing supply chain complexity For personal use only 3. End-to-end export logistics offering 4. Rail Loading upgrades Challenge Response Complex supply chain Upgrading rail capability at 68 primary sites • Fragmented and inefficient logistics • 3 new primary sites grain lost to road and reduced
Slide 6: Questions
For personal use only Questions
Slide 7: Appendix
For personal use only Appendix
Slide 8: Storage & Logistics network and operating model
Storage & Logistics network and operating model For personal use only Our eastern Australia grain network Network Clusters & “ExportDirect” • Buyers can compete for export or domestic grain at any site • Swapping grain between sites to: maximise export rail task from primary sites move rail or r
Slide 9: Rail capability investment
Rail capability investment For personal use only Investment in Primary sites New Sites Greenfield Brownfield Rail Siding • Emerald area Modular assets Update assets Track owner support • Dalby area 1. Rail bin loaders • Speed elevators required • Wyalong area 2. Fast elevators • Convert bins • Sidin
Slide 10: Eastern Australia competitive landscape
Eastern Australia competitive landscape For personal use only Upcountry Storage Capacity Upcountry Storage GrainCorp ~20mmt Competitors Competitors ~10mmt On-farm ~10mmt Ports GrainCorp Port (all regulated) Total ~40mmt Competing Port (regulated) Production / Exports Competing Port (unregulated) Eas