Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Investor Presentation (September 2005)
52 slides from Bhp's investor presentation, Sep 26, 2005
Slide 1: BHP Billiton Stainless Steel Materials
ials illiton Se ® id () = @ ® hed (7p) ” 2) 2 = BHP B Sta us |: = = aad CC .r—“—™C se OFrFr——sS—<i‘i FF rr a rrmr————CS= CO rrhDrF——“ Pe c—- & &#=§ = = -_ _ a. ==) AD. Sl ee — eS a= 2 USI — —rt—‘_—™Ct‘CR _— ~~ ::: | -r”rr™—“‘“_—SCSVG — ———sr——mr = —r—“—“_OO——TrCTCTC.Chhmhr . .
Slide 2: The views expressed herein contain information derived from publicly available sources
The views expressed herein contain information derived from - publicly, available sources that have. not been jagependantly = --verifie ed _
Slide 3: Introduction
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Slide 4: Slide 4
Slide 5: el ese
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Slide 6: TTT iii i icin
TTT iii i icin ANNAN NT li
Slide 7: c_— =S=CS—ti‘( Sr
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Slide 8: Consolidated in the hubs of Singapore and Jaguar
consolidated in the hubs of Singapore ¢ jague “ QNI Yabulu Refinery _ sekipanickel ~~ Weal yy Uy Lo iY, y oo Gy Jee CetroMatso = 7 | Singapore Colombia ete _ South SOkipanickel =~ POUT Ala ae u — Marketing of charge and ly NiekalWese medumecarbon 7 ; HH _ ferrochrome. _ TOR Da niche a rn ‘Ravensthor
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Slide 13: Has developed a sound understanding of this market
as developed a sound understanding of this market THE igpoag won i pes int Oni NL We ip We
Slide 14: Slide 14
Slide 15: Slide 15
Slide 16: ic MN
ic MN
Slide 17: [(o.hlrelrtsts«szsC
.. £ &}= (8 [(o.hlrelrtsts«szsC f =—r——esS : =o Se —._ Oo & ao ~~ Pe rr — rrr a _ —rtrt~—~™—~—r—r—C (_ .
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Slide 19: Cost escalation driven by increases in external factors
Bee nn i | Ta ost escalatic tit een driven by increases in exter fects, p oo a Overall Yabulu - Ravensthorpe Project Cost Growth since Mar04 Commitment : 28% Construction Labour Cost is Oy Lo i oo _ see _. a Contractor Raw Materials ha 33% Tore one oa a a a oo. . | : co ACU i | |. L | a : ' oo Fo —r
Slide 20: March 2004 approval vs Sept 2005 review capital expenditure
March 2004 Sept 2005 Approval Review Capital Expenditure (US$M) 1,050 — 4,340 Yabulu Expansion , 460
Slide 21: none
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Slide 22: Nickel West operations
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Slide 23: Slide 23
Slide 24: Zero Harm and strategic priorities
« Zero Harm « Bestpeople, structured for success, team based "Win-Win" partnering « Integrated developm ent of Mt Keith/Yakabindie Leinster extension Extend Kalgoorlie smelter life - © Utilisation of current stockpiles Resource acquisitions xploration,é.long, ter
Slide 25: eee
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Slide 27: Exploration license under application
CSS SSS SSS enie: . . . EXPLORATION LICENSE UNDER APPLICATION a a . : . . . UT . nie i. . . . DEPARTAMENTO DE ARTICAUIA
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Slide 29: _ UG, La, (i
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Slide 32: Phase I and Phase II development
Hen Phase I: Develop Ravensthorpe as “front end” and expand Yabulu. * De-bottlenecking to «Phase Il: increase nickel and cobalt ag * Safety First ~ Zero harm volumes + Business excellence _* Gas conversion + Maximise plant uptime. [| + Costreduction = : saf ‘sustainable, redictable, reliabl
Slide 33: Pe ss
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Slide 36: Nickel is cost competitive
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Slide 37: vn
vn
Slide 38: 2a ——lrtrsr—S—COi—Os=Cz*SCSC
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Slide 41: iia
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Slide 46: f
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Slide 48: SS eee ay 0) is b) IK :
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Slide 49: Slide 49
Slide 50: Tilia il
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Slide 51: se | ; : ae at OM iiniciiua
— TT Wi, se | ; : ae 5 at OM iiniciiua
Slide 52: Improving financial performance: EBIT by business
ceo ne Wii it in niin a WAAR nn | il in M's improving financial p LL OOO.UUV.U.).DUDUFU La Lae Loo EBIT CMSA _ - a Yabulu 7 | Nickel West 0 Samancor 8 elirom Operators a Development ~16 9 | Corporate Fair Value Amortisation wie) pouches fe Se ——_—_—_____———_—_—_—_—™_—F———___ ae ci : é 0 « oa
BHP Billiton — Investor Presentation (September 2005) on 6ix