Amg Critical Materials N.v. · EURONEXT:AMG
Amg Critical Materials — AMG Advanced Metallurgical Group — Shareholder Meeting (May 2016)
20 slides from Amg Critical Materials's shareholder meeting presentation, May 4, 2016
Slide 1: Leading the Critical Materials Revolution
LEADING THE CRITICAL MATERIALS REVOLUTION CEO Update Annual General Meeting of Shareholders May 4, 2016
Slide 2: Table of Contents
TABLE OF CONTENTS Metal Price Trends 3 Strategy and Growth 6 Lithium Project 13 Safety 17 2
Slide 3: Metal Price Trends
METAL PRICE TRENDS AMG Advanced Metallurgical Group N.V.
Slide 4: Critical Materials Price Trends
Critical Materials Price Trends 200% The cumulative average 10 year 150% price appreciation of the AMG EU AMG: EU Critical Materials Critical Materials was 6.4 10 Yr percentage points higher than LME 10 Yr CAGR: Metals and 7.8 points higher than 100% CAGR: AMG Portfolio 2.7% oil, while the AMG Portf
Slide 5: Critical Materials Prices: 10 Year Perspective
Critical Materials Prices: 10 Year Perspective • Metal prices are measured on a Mar 2016 Position Mar 2015 Position 5-year average scale of 0 to 10, with 0 and 10 Highest representing the minimum and 10 Price in 10 years maximum average quarterly prices occurring during the past 10 years • The posit
Slide 6: Strategy and Growth
STRATEGY AND GROWTH AMG Advanced Metallurgical Group N.V.
Slide 7: AMG: Ready for Growth
AMG: Ready for Growth Cost Reduction Supply Chain Excellence Scaling Profitable Growth Cost-reduction and Competitive advantage Properly positioned, capex discipline in through manufacturing financially and response to global and supply chain operationally, to pursue economic slowdown excellence, ac
Slide 8: Working Capital Reduction
Working FinancialCapital Reduction Highlights WORKING CAPITAL DAYS REDUCED BY 67% SINCE Q3’10 79 69 70 70 70 65 65 65 65 53 DAYS, 62 61 OR 67% REDUCTION 53 47 47 43 42 31 30 30 28 26 23 19 Q3 10 Q4 10 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 Q4 14 Q1 15 Q3 15 Q4 15 Q3 14 Q2 15 Q1
Slide 9: Strategy
Strategy AMG’S STRATEGY IS TO EXPAND ITS CRITICAL MATERIALS BUSINESS THROUGH INDUSTRY CONSOLIDATION, PROCESS INNOVATION AND PRODUCT DEVELOPMENT PROCESS Continue to focus on process innovation and product development to INNOVATION improve the market position of AMG’s businesses & PRODUCT DEVELOPMENT
Slide 10: Process Innovation – Critical Materials
Process Innovation – Critical Materials AMG’s gamma titanium aluminide is a newly developed light-weight aerospace alloy which enables aircraft engines to operate at higher temperatures, reducing carbon emissions and improving fuel consumption. AMG increased titanium aluminide production capacit
Slide 11: Process Innovation – Engineering
Process Innovation – Engineering Technology Products Description AMG delivered newly Electron Beam, Plasma Cold Hearth Melting developed plasma hearth Plasma Melting melting furnaces for the recycling and improved ecological reuse of titanium scrap to several key Round Ingot and square slaps custo
Slide 12: AMG is focused on organic growth
Acquisitions vs. Organic AMG is focused on organic growth and very selective in acquisitions 12
Slide 13: Lithium Project
LITHIUM PROJECT AMG Advanced Metallurgical Group N.V.
Slide 14: 2015 Lithium End Use (LCE basis)
2015 Lithium End Use (LCE basis) Forecast battery growth demand is predominantly driven by expansion of automotive and consumer device applications Primary battery Aluminum Aluminum <1% Other 2% 0% 9% Air treatment 4% Rechargeable battery Polymer 37% 4% Metallurgical powders 5% Glass 7% Greases 8% C
Slide 15: Safety
SAFETY AMG Advanced Metallurgical Group N.V.
Slide 16: Health and Safety Focus
Health and Safety Focus Leading Safety Indicators • The number of safety improvement items reported increased by 3% compared to the 12 month period ending December 2014. These are essential in order to avoid potential injuries. • Incident severity rate over the 12 months ending December 2015 is down
Slide 17: AMG Safety Results: Year LTI Rate
– A Global AMG Safety Results: 5 YearofLTI Supplier Rate Materials Critical ZERO Fatalities since AMG was formed 17
Slide 18: AMG Safety Results: Year Severity Rate
– A Global AMG Safety Results: 5 YearofSeverity Supplier CriticalRate Materials 18
Slide 19: CO2 Reduction
LEADER IN ADVANCED TECHNOLOGIES TO ADDRESS CO2 REDUCTION CO REDUCTION 2 A GLOBAL IMPERATIVE FOR THE 21ST CENTURY AMG: MITIGATING AMG: ENABLING TECHNOLOGIES TECHNOLOGIES Products and Processes saving Products and Processes saving raw materials, energy and CO2 CO2 emissions during use emissions during
Slide 20: Ti Sb Cr Nb Al Ta
Ti Sb Cr Nb Al Ta
AMG Advanced Metallurgical Group — Shareholder Meeting (May 2016) on 6ix