Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Merger or Acquisition (October 2008)
15 slides from Bhp's merger presentation, Oct 27, 2008
Slide 1: Iron Ore
For personal use only Iron Ore Ian Ashby, President 26 October 2008
Slide 2: Disclaimer
Disclaimer By reviewing/attending this presentation you agree to be bound by the following conditions. For personal use only The directors of BHP Billiton Limited and BHP Billiton Plc (“ BHP Billiton") accept responsibility for the information contained in this presentation. Having taken all reasona
Slide 3: Disclaimer
Disclaimer No statement concerning ex pected cost savings, revenue benefits (and resulting incremental EBITDA) and EPS accretion in this presentation should be interpreted to mean t hat the For personal use only future earnings per share of the enlarged BHP Billiton group for current and future fina
Slide 4: Record shipments in the last quarter
For personal use only Record shipments in the last quarter Quarterly Shipments, BHP Billiton Iron Ore (mt, WAIO and Samarco equity basis) 30 31 • Record quarterly shipments in Q1 FY09 28 29 26 • Pilbara production recovering following 25 safety incidents • Samarco production record following the suc
Slide 5: Expected Growth to mtpa and beyond
Expected Growth to 300 mtpa and beyond Western Australia Iron Ore capacity • Mine development sequence defined For personal use only (mtpa, 100% basi s) • Pre-feasibility completion planned for H1 CY09 • External approvals on track Advanced planning • Expect final approval • Expect early funding end
Slide 6: Expected Growth focused on development of large hubs
For personal use only Expected Growth focused on development of large hubs BHP Billiton Resource and Potential Mineralisation (Bt, 100%) Roy Hill Central Pilbara: 7Bt Resource + Large Hubs offer: 12-20Bt potential mineralisation N - Infrastructure scale Yandi Hub 0 5 10 20 30 40 50km efficiencies RG
Slide 7: The combination: Keys to unlocking value
For personal use only The combination: Keys to unlocking value 1 Optimising mineral basin positions and infrastructure – Lower cost, more efficient production – Unlocking volume through matching reserves with infrastructure 2 Enhanced platform for future growth – Deployment of scarce resources to hi
Slide 8: Early tonnes expected to be delivered through matching mine with logistics capacity
Early tonnes expected to be delivered through matching For personal use only mine with logistics capacity and operational simplicity Operations increasingly overlapping in the Central Pilbara Slide 8
Slide 9: Yandi expected to deliver a broad range of synergies
Yandi expected to deliver a broad range of synergies The Yandi ore body is a single deposit split into multiple ownership segments For personal use only Slide 9
Slide 10: Unlocking value: Anticipated Core benefits in the Iron Ore Business
Unlocking value: Anticipated Core benefits in the Iron Ore For personal use only Business 1 Exposure to overlapping iron ore basin positions and infrastructure 2 Combined entity will have a unique portfolio of world class assets 3 Enhanced earnings through quantified synergies and benefits of combin
Slide 11: For personal use only
cdl bhpbilliton ircing the future
Slide 12: Site tour: Site fly-over handout (page 1)
For personal use only Site tour: Site fly-over handout (page 1) Slide 12
Slide 13: Site tour: Site fly-over handout (page 2)
For personal use only Site tour: Site fly-over handout (page 2) Slide 13
Slide 14: Site tour: Newman hub tour handout (page 1)
For personal use only Site tour: Newman hub tour handout (page 1) Slide 14
Slide 15: Site tour: Newman hub tour handout (page 2)
For personal use only Site tour: Newman hub tour handout (page 2) Slide 15