Fortescue Ltd · ASX:FMG
Fortescue — Fortescue Metals Group — Shareholder Meeting (December 2003)
42 slides from Fortescue's shareholder meeting presentation, Dec 1, 2003
Slide 1: FMG 2003 Annual General Meeting
Slide 2: — or — - rr Se - Sn — a
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Slide 3: the in
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Slide 4: Pcp SEE
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Slide 5: snitt in OF
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Slide 6: macy
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Slide 7: eo ve
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Slide 8: Le ttsst—“‘(‘“‘(“‘(‘“‘(“‘“(‘(‘(‘(‘(‘(‘(‘(‘(‘(‘i‘(‘(‘i‘<‘(‘(‘(‘(‘a‘<‘i‘a‘<‘i‘a<i‘i‘(‘(‘(‘i‘i‘i‘i‘i‘(‘(‘(‘CS(iéié‘(‘i‘ …
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Slide 9: SNES Beg pao GEM SE HSE
SNES Beg pao GEM SE HSE Sepeerienawetines Eee eee Parc hace Sear ERIS ee ro : oat Gen - - od Stu 9a De oe PE _ | os rt F So a. ree
Slide 10: Management team
Andrew Forrest CEO ANDREW FORREST Graeme Rowley Earry Adams Chtis Catlow Philip Kirchlechner GM OPERATIONS ; 5 GRAEME ROWLEY Richard Monti Barry Knight ee . e RICHARD MO! PHIL KIRCHLECHNER CHRIS CATLO’ = Alan Watling 5 | , = Fk ee OO 8 Oo 0 OO 0
Slide 11: i
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Slide 12: Mineral Tenements
MINERAL TENEMENTS wer Ms u ® dtr 4
Slide 13: ce ye
a : — . ee ce ye oe —. ee — — ee LE oo . _ Ape _ | De _ Co LLL |. : . oe . To
Slide 14: oO ce a
E oO ce a — : SS — es ee 2 ae | Oe S oe ee Lo os at 35Mt per
Slide 15: ma ITS.
ma ITS. orn ea — Chr AO a ce : — SO a ae a ee Guana / ic ee . . Ss | OT sss oe ce . Loe a. paeoe ee io
Slide 16: Further metallurgical testing
~ Further metallurgical testing ae oS - _ ‘\ : oo oe a eee . EL Con oo : ae
Slide 17: Bepeaeesue
Bepeaeesue - a ae stds J . go Co le.” - .»»..».}. »}»}.»} } .»} }.} }§ }#§}§»§©§©&§=.uD.CrshD. i : ae \. Ff ...4- 9... | ..————C:ti“‘(“(‘(‘(C SZ; D10O La BO : . a | oe : : oe OTO : * 200 kilometers of strike length (5 times Mt Nicholas) \° 0 -
Slide 18: ees i eect
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Slide 19: Sas
es Sas RUG ares Pe eee isition has massively increased the company’s -
Slide 20: areas junction « .
. al areas junction « . Yandicoogina «
Slide 21: Slide 21
Slide 22: Total estimated volumes of mesas
AEE ETE NTE a TET Thu LT ii irs! 2 : A Total Estimated Volumes of Mesas 8.45 Million m?
Slide 23: Major Regional Tenement Holders
Major Regional Tenement Holders ) 190 Kilometers
Slide 24: Be GGG cea cae cucu ucg
— —. Be GGG cea cae cucu ucg ee a i — { rt yt nerd qi L tb pACg Y J : Q Pag ae J, Se rE ae ee ae A fa
Slide 25: Esc EE biog peta Eee Erg Es HSE EE
Esc EE biog peta Eee Erg Es HSE EE yt santas EARS aE RET Sere eee ei a iS J 1/0. S| Soon cog I q F FEE SEAGER LE ACURA fs a < Repo: - : oe eS _ 1” J:
Slide 26: Weer GSC GG Ger G a CET GU GEE
Weer GSC GG Ger G a CET GU GEE Poe rrr rr. ,::::::i:Ci‘i«i‘CSCOS i ,rttr”:”t~tss—<its:=<isti‘CSsOSCSCS bp 44 rt ry rs ry rs ry rs ry rt Seep erretae ere Dr Spencer Johnson -'Who moved My Cheese? :
Slide 27: China dominates future world steel production
China dominates future world steel production China has enormous potential to further grow steel consumption Steel Consumption and GDP/Capita Taiwan 7, . = & Korea ¢ & 6 = Qa 7 o = icy) = o i=) J nw a 10000 20000 30000 40000 GDP/capital (constant 1995$US) Source: IISI, World Bank, uses crude steel b
Slide 28: GT CT eG mE ERE
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Slide 29: fe EE EE Eo Eo EE Eo os ESE ESET ° Pababdeeb eee aet
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Slide 30: Western Australian exports and Chinese imports
ee ee er ane a gT | | TT ue FEET TURE EET CETTE TERETE TET CTE TEE TET TE TE TEE EERE PUTER TESTE ET EHEC T TET ECE ETS TEETER oe HUE RTES a ue . . . . . . . . . . |||. ||. |. | SE _ ___——_—————————_——e eT ie ne =| | =~—hCOCOCO)UrUr”r”:tét(‘(‘(‘<‘C‘C(C(‘CO#(;CCOCOCOCOCOCO*:tété‘(CSRC(C((SSCCOCOCOwC‘
Slide 31: The Pilbara, the lowest supply costs
The Pilbara, the lowest supply costs ‘(Other NL America — 49.2 . _ Aoks s ‘Soune AME, JF Horgan,
Slide 32: fe Bh Sis eh TA Hey
fe Bh Sis eh TA Hey Ear es we a ESE ah' rence ne YELENA ECS — ce 2 ae — . : : . ee eee rene nh he haem Se TERETE ETC TRUSTE Tet C ESTEE TERETE Een eT Se TERETE ETC TRUSTE Tet C ESTEE TERETE Een eT ERERED TES CRUE UEP ETRUUCEUER CG TRETCERLRUEEUURETEUTULUR See tee ae ete oe ee fae ee = eee ae “ Se TE
Slide 33: a co
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Slide 34: SHeRNNECartearel
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Slide 35: eof are sare enearerernes
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Slide 36: oT CEG EGCG)
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Slide 37: SEeTESTESEEGaEE
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Slide 38: pe laid ig EEGs oes
pe laid ig EEGs oes cece aerceeseror EEE Pap ES Baba ba babaE0 Rascba ct acne ncnebtex aestss SOE EER ESS RS Bye e nos = EL — ee oo i Ns ee = ee ue ee ss:sisésé«s Fe CCUG GGG CICS GGG Gal GGUuGU EC GiGG CO : EC nae) —r—~—“——r—~—~——~=<SACOee oe —””———C—C“CV }» » }»»}»}» »}»}§&#§&§2§@§© S SAC GGG GG G
Slide 39: Eaieia So acy
Eaieia So acy oo oe a CG oo. a a oo | Aty | Pg . a ne L So : ee — , Ee oo . Co - : | e S Ce 0% oe oe ye oe Oe ee | oo . eo) — | ‘ poe ee ee °° #&3& |©....CCOCCCOCOCOCOCOCC ae ooo | SEMIN, UU apy See a A ee Sas a ny oe SU I oo oS pe : S . a | : oe 7. 4 . oo a a se co ed - . _ Be e ae - oe _
Slide 40: eet
eet apes 7 eeece oe Rae aeciee Ealaehehl Se NRRAS tela lariaeneineia uae cose aeaeacb oe
Slide 41: ee Q ee — oe, A fact parti IL ee
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Slide 42: eee
eee ae ee 8 : Ese Get BUG er eget BUG et BUG au EL Ee a : G Dts a Ci @ | _ oe Ce = a. a = _=ts=CStséislrésClC . y eg 4 oe a : ¢ “hing, ay - is ar NO Striic val c Te .. : “ Ca co ee . a io) of se oe : oo _ '
Fortescue Metals Group — Shareholder Meeting (December 2003) on 6ix