Amg Critical Materials N.v. · EURONEXT:AMG

Amg Critical Materials — Investor Presentation (May 2013)

16 slides from Amg Critical Materials's investor presentation, May 2013

  1. Slide 1: AMG Titanium Alloys & Coatings May 2013

    AMG Titanium Alloys & Coatings May 2013

  2. Slide 2: AMG Business Units, Products and Markets

    AMG Business Units, Products and Markets AMG Processing AMG Mining AMG Engineering  AMG’s conversion and  Integrated AMG’s mine  AMG’s vacuum systems recycling businesses based businesses and services business  Niche metals & alloys  Critical raw materials  Capital equipment & service  Coatin

  3. Slide 3: Overview

    Overview ■ Facilities in Nuremberg and Freiberg, DE ■ 2012 Revenue: $126 million ■ 2012 Gross Margin: $28 million ■ 2012 ROCE: 26% ■ 426 FTEs Coating Materials Master Alloys Chemicals Powders Energy – Specialty Specialty Specialty Metals & Aerospace Aerospace Solar Chemicals Chemicals Chemicals A le

  4. Slide 4: Overview

    Overview 2012 Revenue by End Market Operational Highlights ■ Successful startup of ALD Skull Melter to improve TiAl business ■ Cold Crucible Induction Melting ■ Ramp up of EcoVox plant for more Aerospace 71.1% independence from third party suppliers ■ Increase of capacities and production efficiency

  5. Slide 5: Overview

    Overview Nürnberg, Germany Production of high performance metals and materials  Chemicals Hamburg  Master Alloys  Coating Materials  Powders Berlin Administration, Sales & Marketing, Human Resources, Accounting & IT Freiberg Freiberg / Saxony, Germany Brand-Erbisdorf near Freiberg Production, re

  6. Slide 6: Critical Raw Materials

    Critical Raw Materials  The EU identified 14 critical raw materials* to the European economy – focusing on two determinants – economic importance and supply risk Materials mined or processed by AMG Highlighted materials REE processed by AMG Titanium Alloys & Coatings Nb Sb C Ta Cr Li V Mo Si Ti Ni

  7. Slide 7: Coating Materials

    Coating Materials End Inputs and Key Value Everyday Markets Material Science Products Proposition Applications  Rotatable targets for  Increase visibility Coating layer is surface coating on contrast and color applied to increase smart phones and PCs impression contrast and color Surface  SiO2 im

  8. Slide 8: Coating Materials – Niobium Targets

    Coating Materials – Niobium Targets Thin Film–Rotatable Targets for Capacitive Touch Screens ■ Increase visibility contrast and color impression on smart phones and tablet PCs ■ Niobium oxide rotatable targets Today Investment Development Goal ■ Rapidly growing market Strategic ■ 2010: Developed the

  9. Slide 9: Master Alloys

    Master Alloys End Inputs and Key Value Everyday Markets Material Science Products Proposition Applications  Titanium master  Reduce aircraft alloys for aircraft weight, improving engine components fuel efficiency and Property  Vanadium reducing CO2 Modification Aluminum (VAl) emissions A Boeing 7

  10. Slide 10: Master Alloys – Titanium Alumnides

    Master Alloys – Titanium Alumnides Ti Aluminides for Aircraft Engines Example Ti-64 Ti-6246 Ti- Ni-based Titanium 834 Superalloys Aluminides Operating up to temperature [ C] up to 230 up to 430 730 1,230 - 730 up to 730 10

  11. Slide 11: Master Alloys – Titanium Aluminides

    Master Alloys – Titanium Aluminides Ti Aluminides for Aircraft Engines ■ Reducing aircraft weight to improve fuel efficiency and reduce CO2 emissions ■ Titanium aluminides reduce weight and meet technical specifications ■ 10 year development Strategic ■ Technology: $1.2 million on VAR skull furnace

  12. Slide 12: Chemicals

    Chemicals End Inputs and Key Value Everyday Markets Material Science Products Proposition Applications  Vanadium oxides  Act as catalyst for GfE designs and compounds chemical reactions chemicals and powders according for various  Protect from Specialty to customer Property industries corrosion r

  13. Slide 13: Chemicals – V2O5

    Chemicals – V2O5 In-sourcing Vanadium Recycling for Chemicals ■ Reduce cost of vanadium and increase secure supply ■ Long-term producer of V2O5 through recycling ~ 4,500 MT per year of European wastes ■ Goal: Reduce costs up to $1/lb V2O5 ■ Technology: EcoVox® for capability to reduce costs of in-ho

  14. Slide 14: Powders

    Powders End Inputs and Key Value Everyday Markets Material Science Products Proposition Applications  Industrial powders  Improve for various conductivity industries  Improve Property  A-Cr powder biocompatibility Modification hp  CoAl 78/22 powder  Ti-powder  CoAlTi-powder Hip Implants coate

  15. Slide 15: Strategic Actions

    Strategic Actions 2013  Reduce SG&A expenses  Improve Working Capital Levels  Optimize CAPEX to increase ROCE Long-term ■ Focus R&D projects toward future growth markets Mid-term ■ Develop competence centers ■ Adapt capacities to meet new demand ■ Re-negotiate supply contracts ■ Focus on profitab

  16. Slide 16: Slide 16

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