Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Investor Presentation (November 2005)
55 slides from Bhp's investor presentation, Nov 23, 2005
Slide 1: Aluminium Presentation
Sr rm | = In [Coo [| 22 lh ton Alum BHP Bi _— | — rrr—e™C ...
Slide 2: Slide 2
Slide 3: di il i NN il il i i ; i | i eee TTT
di il i NN il il i i ; i | i 7 eee TTT TTT
Slide 4: Mii ii i i i HN HH KT HIM ute
ee Mii ii i i i HN HH KT HIM ute aon Coe oo . i : | fo o _ / a / _ L _ : | _ a ] a -. . oo. i a _. . i _ : oo. co. i a | : ; : o. _- 2 | - _ o - - | rr Doe S Se . ee a a oo oo . a. oo . — ciel i aes ‘ial el lel 7 i i | a i a (a aa 1 cae a L oe — ee a 7 - . i a i - : eeFrr”=tsrSS Co Oo a i == Co ae .
Slide 5: Environment
Environment
Slide 6: FY05 Equity Production
MMMM MM TTTiitittiiitiitiniiniiit: Ne a minium CSG FY05 Equity Production -~Alumar 495kt : Alumar 176Kt | i Suriname 2,022kt 260K MRN2,338kt | 7 \— hillside 685k Bayside 166kt — aN __ Q Boddington 9,890kt a Ses te totais Setar | | /_ 1 i - ce i i oo - Soo eae Se Lo : ; 7 — o AG . Co 2 oe co - ee a L
Slide 7: THT HG ae
THT HG ae enn EEC ae Tl TT I ooo uN) a 4 (o MRN 2,338kt ae Boddington 890K ce a . L ae a 7 i a a
Slide 8: . TT _ i oa a oe a ote) q ii a - sical
. TT _ i oa a oe a ote) 7 q 2 3 ii a 40 - sical a a L 2 . 2 a Lio
Slide 9: Smelting and Refining Options
| -. ea. cL i A aa TTT" ) a . ee ee cy Ly \\ Ls —Simatting Options . oe Wy . Cc De Refining Options yo
Slide 10: Slide 10
Slide 11: ee a i cetera po
He ee a i cetera po ee iui a : _ _ Pose Az Le - g . Co. | 7 oe oo _. : : / 7 - | a E - : E a oo J oo i Lo an . - _ Do Cg Ces ee
Slide 12: Alumina Refining and Aluminium Smelting Cost Curves
mii i — a Alumina Refining Cost Curve erp Bitton [_] Au Orners uw o B Ni w a Cash Costs (US$itonne| sodoo SoCoo Sooo 9000's tonnes Break Hunt in coe Aluminium Smetting Cost Curve BH BHP Bitton (U].An Others a 7 a 2 a a a a a 2 a fal i) Cash Costs (USSitonne} 3
Slide 13: a Ws HNN f
5 a Ws HNN f nn Ne i) al 0) rege. uy Uy AGN iy Hsu i, i DA ME i Yj, Ge ay y ey, Wy Wye j - LOG
Slide 14: Growth impetus
ee ic isa EOTTTw—“ i i Gai | I si PH a te 5 ee ER MON Tier 1 3 a’s growth impetus... y structure* - | : 1a ie oo | ce eel at _ oe | _ _ oo - oo 2 of a : oe - | _. a - _ Be feted as regiskred nopuialen 14-45 mand GUPicapia UGG) SG-UG8 iro model: in jandlysis io oD De
Slide 15: i ee oo : . . ae i ce c. oo c ie a
i ee oo : . . ae i ce c. 1 oo c ie a
Slide 16: LL anti niin,
LL anti niin, iii . .
Slide 17: Slide 17
Slide 18: Supply-side challenges
anit m Indu j - Supply-side challe: — CL | oo Coa . a
Slide 19: ine
sn ine TS LAG NNN INI * mn q ge Na nn ag gn Asse t Li 2002
Slide 20: aTTFTCTUMT TT
aTTFTCTUMT TT HN i eit we 2 ee ee 7 a . a ine Acmmns “E i 1) 1 Be 3 TA AT i WA 200 ; RUEe ni aN iS. oo ooo. | _— ue _
Slide 21: A nnn cna
A nnn cna ie nn AAA A Tea Ca wil 0 : ee
Slide 22: i il il i iin il il lel Tww_wwn i
sy i il il i iin il il lel Tww_wwn i
Slide 23: HM quai
HM quai LT TT EEA ae ce . co ig [ _ ] a . - . : a / ou 7. a | . : | a ooo . _ be : oo a ee _ / a _C : EER | oo : _ . / - ike a al i oo . a i: co ] - _ 2 2 —— Oe co . . — oo rr : - 7
Slide 24: Die npc ysis Ye
Die npc ysis Ye 7 Ly, is Ly Uy y ON vy “HE gy i 7 Ui We j WY y Mi y yy a0 Ve Wey We Wile Uh Le Aes “i yy yy yi ohn, Li ie ee Ve i Cy iy yy ao yy | _ Hi 7 y
Slide 25: a nae
a nae MMMM UUT''UC'T''iMmF MITT - a ale Kn TAHA 1 \ if Fe 2 joe S oo _- . a. _ : - a a oT _ a A (ici co cl 7 i Con | ic _ ae . ii iif co Tee a oo a a. —rtrt—‘“_OCCC—C—C—C——CrCCTTCTCOC='#> oo. : _ L el ae . i
Slide 26: ey We yy
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Slide 27: iin
iin HMMM — i el ai il . ] ——— oo oo i. : a ie ] |.
Slide 28: Slide 28
Slide 29: iii ii iii il — lll
iii ii iii il — lll
Slide 30: i) oo ci ))) ii iii wTTT_w_—_«— it iii ( i ii aT aT
a . i) oo ci ))) ii iii wTTT_w_—_«— it iii ( i ii aT aT Tnn nin A : . . Co ee o_o ii) i oo oo 2 / i ial oe. g 7 |. oo a oe 7. co eG o ee
Slide 31: en I I
en I I
Slide 32: Alumar Refinery
Alumar Refinery
Slide 33: Slide 33
Slide 34: ni
ni
Slide 35: Slide 35
Slide 36: al cea mE
He al cea mE i Wi —a iii nih Ay | 1S ages. 20 i _ . _ oo Co : a _ ] _ ee _ L oo : | : | L 2 : _ a ce : 2. ie a Co _ T. a _ _ L . . Ae if ce Peet tl peel ty 7. 4... .... . —=—s =. _ boo oe [ . a - Coe i __ 7 a [ | _ _ Lo 0 c _ i iis _ 00 a oF ee . - .. C _ a _ =r _ a oo . Coos a - a. : - oe a i a —EO
Slide 37: Hillside Smelter
Hiliside Smelter
Slide 38: Slide 38
Slide 39: Worsley & Mozal
so #,Worsley & Mo : interaction)
Slide 40: TT Hh6'W56§6H5'§'§,,'‘'''=C.6TTECTCEtFCTC CTT
TT Hh6'W56§6H5'§'§,,'‘'''=C.6TTECTCEtFCTC CTT
Slide 41: “i wa Tl
“i wa Tl naa ee _. : - oe a) ie ag - . _ oe : oF / _ cae . ae i _ - . a oe a oa ay | - ee oo oe . eee - a Coo oe i a Co ee a i a . oo. La Le
Slide 42: Slide 42
Slide 43: iMiiniinnne
iMiiniinnne i niin, =I) HI) I) MANN NN) Il) Il) Hl) Il) il) ANT il I) W ‘Hh nm NINN | te se MUNN UN aie
Slide 44: OLLeNvGK—K—hK(]
OLLeNvGK—K—hK(]
Slide 45: Slide 45
Slide 46: Slide 46
Slide 47: Slide 47
Slide 48: Slide 48
Slide 49: HINA
HINA ii : HNN TTI MTT TTT AA AI TT i a | ie o . mop entns — 8 ] Zoe ye ae _
Slide 50: as i c .
a 2 as i c . ] co ooo L 2 ae
Slide 51: Slide 51
Slide 52: i iit TT es
i iit TT es \. Il) !) i ults i i ye eo oO a ig 1 a 2 at al Go ie a a Ee 7. [ ee . - _ .. / | c Ca cL oo 1G OO oe oe eae e oe ga. aga LD ao 7 ae lr cL . _ Lo
Slide 53: Slide 53
Slide 54: HM quai
HM quai T_T (ee Ae nit oy - - og Lo a i i a a _ oe _ a CL co 7 i cL ell a ah _ oe Ay a | a 8 al i Ten oo | co a a | i _ _ ae : i aa o a oe a i oa _ a p a DF : . a cL ae on . S 0 oo [ oo | oo . _ oo — -_. oo oo a Lo hate cat .. CC 22 co ee ae a 1 1 See oe O08 oe ee C a. Fe ab oe ce . _ _ a
Slide 55: Slide 55