Thyssenkrupp Ag · XETR:TKA

Thyssenkrupp — Merger or Acquisition (January 2006)

11 slides from Thyssenkrupp's merger presentation, Jan 24, 2006

  1. Slide 1: Expanding our market position in the North American steel market

    1 Expanding our market position in the North American steel market: The strategic approach of ThyssenKrupp No increase in offer for Dofasco Press and analysts’ presentation January 24, 2005 ThyssenKrupp

  2. Slide 2: No increase in purchase offer for Dofasco

    2 No increase in purchase offer for Dofasco – ThyssenKrupp not prepared to go beyond point of profitability { ThyssenKrupp’s “right to match” expired at midnight EST on January 23, 2006 { ThyssenKrupp has decided not to increase its last offer dated January 14, 2006 - This offer of C$68 is at the li

  3. Slide 3: ThyssenKrupp sticking to global growth strategy for flat carbon steel

    3 ThyssenKrupp sticking to global growth strategy for flat carbon steel Strategy for growth in Europe and the NAFTA region { Expand strong European market position { Secure future growth opportunities by utilizing low-cost slabs from Brazil { Strengthen presence in North America as a core market for

  4. Slide 4: ThyssenKrupp's current market position: strong platform for global growth

    4 ThyssenKrupp’s current market position: strong platform for global growth in the markets for flat carbon steel Value creation Strong Efficiency Technology European improvements leadership presence Focus on high-value flat steel products ThyssenKrupp

  5. Slide 5: Core element of steel strategy is to grow market position in NAFTA

    5 Core element of steel strategy is to grow market position in NAFTA – market size and competition structure as an opportunity for ThyssenKrupp Market attractiveness Competition structure { Large market for flat carbon steel { High imports { Biggest auto market in the world { Import restrictions for

  6. Slide 6: Planned slab plant in Brazil creates competitive advantages

    6 Planned slab plant in Brazil creates competitive advantages as a basis for expanding position in North America { Sepetiba, Brazil Competitive { Link to ore logistics from Minas Gerais advantages Location (CVRD South System ore mines) { High-quality secure ore { Rail connection and own dock supply

  7. Slide 7: Downstream strategy for North America based on three scenarios

    7 Downstream strategy for North America based on three scenarios Metal- Hot Cold Coat- Processing, lurgy rolling rolling ing distribution Status Export strategy from Target market segments Existing facilities quo production in Germany { Auto (top priority) { Appliances Scenario I CSA Greenfield Exis

  8. Slide 8: After decision against Dofasco purchase, examination of own rolling and coating capacities

    8 After decision against Dofasco purchase, detailed examination of establishing own rolling and coating capacities in North America Possible greenfield production structure { Hot strip mill Metal- lurgy Hot rolling Cold rolling Coating Processing, distribution { Further processing: cold rolling mill

  9. Slide 9: Disclaimer

    9 Disclaimer This presentation contains certain statements that are neither reported financial results nor other historical information. These statements are forward-looking statements and are subject to risk and uncertainties that could cause actual results to differ materially from those expressed

  10. Slide 10: Appendix

    10 Appendix ThyssenKrupp

  11. Slide 11: Chronology of the offer process for the purchase of Dofasco

    11 Chronology of the offer process for the purchase of Dofasco 11/16/05 { Dofasco informs ThyssenKrupp of hostile takeover bid 11/21/05 { ThyssenKrupp mails offer letter incl. term sheet for a support agreement to Dofasco 11/23/05 { Arcelor announces hostile takeover bid for Dofasco at a price of C$

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