Bhp Group Ltd · ASX:BHP
Bhp — RIO Tinto — Merger or Acquisition (June 2008)
26 slides from Bhp's merger presentation, Jun 23, 2008
Slide 1: Melbourne Mining Club - Marius Kloppers, BHP Billiton
Melbourne Mining Club Marius Kloppers Chief Executive Officer, BHP Billiton London, 23 June 2008
Slide 2: Disclaimer
Disclaimer Slide 2 This document has been prepared by BHP Billiton Limited and BHP Billiton Plc (“BHP Billiton") and comprises the written materials/slides for a presentation concerning BHP Billiton and its offer for Rio Tinto Limited and Rio Tinto plc (“Rio Tinto”). By reviewing/attending this pres
Slide 3: Disclaimer (continued)
Disclaimer (continued) Slide 3 cause actual results, performance and achievements to differ materially from any expected future results, performance or achievements expressed or implied by such forward-looking statements. The forward-looking statements are based on numerous assumptions regarding BHP
Slide 4: Disclaimer (continued)
Disclaimer (continued) Slide 4 Information for US Holders of Rio Tinto Limited Shares BHP Billiton Limited is not required to, and does not plan to, prepare and file with the SEC a registration statement in respect of the Rio Tinto Limited Offer. Accordingly, Rio Tinto Limited shareholders should ca
Slide 5: Resourcing the future: Industry outlook and growth
Resourcing the future Industry outlook and growth Slide 5 BHP Billiton: strategy and approach BHP Billiton: growth Conclusion
Slide 6: Demand growth expected to continue
Demand growth expected to continue Slide 6 Finished steel consumption (kg/capita) Source: World Bank; Government Statistics for Taiwan; IISI GDP/Capita (Jan 2008 Constant US Dollars) 1,000 1,200 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 China India Japan Korea, Rep. United
Slide 7: China's resource demand is not limited to steel
China's resource demand is not limited to steel China USA Other Slide 7 1,000 1,200 1,400 2,000 4,000 6,000 8,000 10,000 12,000 3,000 6,000 9,000 12,000 15,000 18,000 Copper consumption (kt) Nickel consumption (kt) Imported Iron ore (mt) Energy consumption (mtoe) Notes: Seaborne iron ore demand base
Slide 8: Industry challenges
Industry challenges Slide 8 Demand outstripping supply Shortage of skilled labour Infrastructure constraints Rising costs Longer lead times for delivery of large scale projects
Slide 9: Sustainability: A core part of BHP Billiton
Sustainability: A core part of BHP Billiton Slide 9 • Sustainable development at every level is fundamental to our success – our licence to operate depends on the responsible operation of all aspects of our business: • A strong track record of being valued by our communities contributes to our objec
Slide 10: Sustainable development in action
Sustainable development in action Slide
Slide 11: Technology: Creating smarter ways of working
Technology: Creating smarter ways of working Slide Next generation copper bio- leaching at Escondida Detecting oil and gas from the sea floor electromagnetic data Ravensthorpe – third generation enhanced pressure acid leach technology Proprietary software delivering maximum value at our Iron Ore ope
Slide 12: Resourcing the future: BHP Billiton: strategy and approach
Resourcing the future BHP Billiton: strategy and approach Slide Industry outlook and growth BHP Billiton: growth Conclusion
Slide 13: Maintaining our commitment to our core strategy
Maintaining our commitment to our core strategy Slide • Focus on Tier 1 assets that are large, low-cost, expandable and consistently profitable • Upstream focus and export-oriented commodities • A deep inventory of growth options • Portfolio diversified by commodity, geography and customer • Overrid
Slide 14: A simple, effective organisation with global talent
Corporate Centre Business Units A simple, effective organisation with global talent Slide • Corporate centre focuses on the things that matter • Ensures delivery of key directives including Zero Harm, reputation & ethics • Monitors and measures business performance • Responsible for managing operati
Slide 15: A globally diversified workforce
A globally diversified workforce Office location GMC Business Presidents Slide • …located in offices across the world • Our leadership team is diversified across a wide range of nationalities…
Slide 16: A strong track record of growth and delivery
A strong track record of growth and delivery % Period Ended Total BHP Shareholder Return (b) Slide Production Growth 2001-2007 ( a ) ( Index : FY2001 production = 100 ) BHP Billiton Ltd ( b ) ( Index : Jun - 2001 = 100 ) 4.2 31-Dec-02 23.0 31-Dec-03 28.3 31-Dec-04 51.0 31-Dec-05 13.3 31-Dec-06 85.2
Slide 17: Resourcing the future: BHP Billiton: growth
Resourcing the future BHP Billiton: growth Slide Industry outlook and growth BHP Billiton: strategy and approach Conclusion
Slide 18: Our portfolio is diversified and balanced across high margin commodities
Our portfolio is diversified and balanced across high margin commodities Slide Underlying EBITDA (12 months, US$bn) Underlying EBITDA Margin (a) (CY2007, 12 months) Note: Historical financial information has been restated for comparative purposes per note 1 of BHP Billiton’s half-year financial repo
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Slide 22: Our Tier 1 project growth pipeline is attractive
Our Tier 1 project growth pipeline is attractive Slide 19 Boffa/Santou Refinery As at May Proposed capital expenditure <$500m $501m-$2bn $2bn+ SSM Energy Coal D&SP Iron Ore Base Metals Petroleum Met Coal CSG Manganese Aluminium Execution Pyrenees Samarco Neptune Shenzi Alumar Atlantis North Klipspru
Slide 23: An attractive growth profile of significant scale
An attractive growth profile of significant scale CAGR 6.9% Slide 2,000 4,000 6,000 8,000 10,000 12,000 14,000 CY 07 CY 08 CY 09 CY 10 CY 11 CY 12 Copper Equivalent Tonnes '000 Production in copper equivalent tonnes Source: BHP Billiton analysis. Similar methodology as per Rio Tinto 13 February 2008
Slide 24: Resourcing the future: Conclusion
Resourcing the future Conclusion Slide Industry outlook and growth BHP Billiton: strategy and approach BHP Billiton: growth
Slide 25: Conclusion – Strength, stability and growth
Conclusion – Strength, stability and growth Slide • Strong pricing fundamentals due to increased demand and lagging supply • BHP Billiton’s strategy is unchanged - a diversified upstream portfolio of Tier 1, large, low-cost, expandable assets • BHP Billiton is well positioned to continue to create s
Slide 26: cdl
cdl bhpbilliton ircing the future