Bluescope Steel Limited · ASX:BSL
Bluescope Steel — Shareholder Meeting (November 2008)
30 slides from Bluescope Steel's shareholder meeting presentation, Nov 13, 2008
Slide 1: 2008 Annual General Meeting
“GZ BLUESCOPE STEEL 2008 Annual General Meeting 13 November 2008
Slide 2: Safety Announcement
“Zz BLUESCOPE STEEL safety Announcement
Slide 3: 2008 Annual General Meeting
“Zz BLUESCOPE STEEL 2008 Annual General Meeting 13 November 2008
Slide 4: Annual General Meeting - Chairman Graham Kraehe
a BLUESCOPE STEEL Annual General Meeting Graham Kraehe Chairman 13 November 2008
Slide 5: Board of Directors
Board of Directors. TAN YAM PIN Non-Executive Director DIANE GRADY Non-Executive Director DOUG. Jl Non-Executive Director PAUL RIZZO Non-Executive Director Aq ‘ PAUL O'MALLEY MD & CEO Non-Executive Director KEVIN McCANN Non-Executive Director RON McNEILLY Deputy Chairman
Slide 6: Notice of Meeting
Notice of Meeting aceon EERE LAN
Slide 7: Annual Report
Annual Report OPPORTUNITY. ORECTION. DELIVERY. A BWEPRINT FOR GROWTH.
Slide 8: Chairman's Address
“Gs BLUESCOPE STEEL Chairman’s Address
Slide 9: Key topics of interest
Key topics of interest * Strong FY08 performance * Strong 15 Q performance and outlook * Dividend * Action plans « Remuneration
Slide 10: Different global market
Different global market
Slide 11: For personal use only
For personal use only
Slide 12: 2008 - another very good year
2008 - another very good year Reported NPAT $ 596 million - down on last year Underlying NPAT $ 816 million - up 27% on last year Underlying EPS $ 1.10 Revenue $ 10.5 billion - up nearly $ 1.6 billion on last year
Slide 13: 2009 - a good start
2009 - a good start Unaudited NPAT $ 430 million for first quarter * Recent acquisitions igher global steel prices * Strong Australian sales
Slide 14: Dividends
Interim-Dividend - fully franked Dividends 22¢ per share
Slide 15: For personal use only
For personal use only
Slide 16: Port Kembla Steelworks - a major Australian asset
Port Kembla Steelworks - a major Australian asset
Slide 17: Share price performance
Share price performance — last 12 months $0 Nov-07 Dec-0? = Jen-08 = Feb-O8 =Mar08 AprO8 May-08 — Jun-08 Jul0B = Aug-O8 = Sep-O8 = Oct-08 —BlueScope Stee! ="ASX200 Materials (rebased) Bluescope Steel's share price is in line with the ASX200 Materials Index BT
Slide 18: Share price performance relative to peers
Share price performance relative to peers Jan 0& Mar 08 May 0 Jul 08 Sep 0g wee BlueScope Steel ArcelorMittal ~—— Nucor POSCO —— China Steel Cop --- - Nippon Steel Source: Bloombery Note; Shate prices indexedto BlueScene Steel Srare price of AGTO.15 on SNav O7. Bluescope Steel’s share price is perfo
Slide 19: Operating cashflow
Operating cashflow 1800, 1600; 1400; 1200; Million 1000, A$ 8005 $1 billion — increase 2008 WALL
Slide 20: Acquisitions
Acquisitions SMORGONSTEEL Distribution a a eee hase rN ED cciscape PROFILES INC. ABlueScope Steel Company M ETL A BiueScope Steel Company VP BUILDINGS YARCO PRUDEN SPAN ABlusSeape Steel Company A BlueScope Steel Company Te
Slide 21: Global leader in pre-engineered buildings
Global leader,in= a mes se NN i A OT Nh TE A RCO . Pre-engineered. buildings alii a 8 lenin ll aie kit et “0 TA eh etalon Ca en “ =a a Peed ie ean Le Me a Sy Seer oan
Slide 22: BlueScope in North America
ry ae BlyeScope in North America: _ 000 building companies 5,000 employees €e
Slide 23: For personal use only
For personal use only
Slide 24: For personal use only
For personal use only
Slide 25: For personal use only
For personal use only
Slide 26: For personal use only
For personal use only
Slide 27: Steam Supply and Co-generation Facility
Steam Supply and Co-generation Facility
Slide 28: For personal use only
For personal use only
Slide 29: For personal use only
For personal use only
Slide 30: For personal use only
For personal use only
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