Steel & Tube Holdings Limited · NZX:STU
Steel & Tube — Shareholder Meeting (November 2010)
19 slides from Steel & Tube's shareholder meeting presentation, Nov 11, 2010
Slide 1: Slide 1
Slide 2: Steel & Tube Annual Meeting November 2010
Steel & Tube Annual Meeting 11 November 2010
Slide 3: Financial Highlights
Slide 2 Financial Highlights Profit before Tax ($'000) 35,000 29,620 30,000 25,000 20,000 15,000 9,659 10,000 7,686 4,550 5,000 0 F2008/09 F2009/10 First half Second half
Slide 4: iCare Health & Safety Programme
Health & Safety Slide 3 iCare Health & Safety Programme
Slide 5: Market Overview
Slide 4 Market Overview Gross Domestic Product by Industry (change % per quarter) 7.5 7.5 2.5 2.5 % % Jun- Sep Dec Mar Jun- Sep Dec M ar Jun- Sep Dec Mar Jun- Sep Dec M ar Jun - Sep Dec Mar Jun- Sep Dec M ar Jun - 04 05 06 07 08 09 10 -2.5 -2.5 -7.5 -7.5 -12.5 Manufacturing Cons truction Manufacturi
Slide 6: Non-residential Construction
Slide 5 Non-residential Construction Non Residential Sector Consent by Square Metres Sourc e: St at istic s New Zealand 2010 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 Hotel/ Hos tel Hospital Education Social Shop/ Office Storage/ Fcty Farm 2008 2009 2010
Slide 7: Domestic Steel Demand
Slide 6 Domestic Steel Demand NZ Steel Market Total & Distribution 1000 900 800 700 Tonnes '000 600 500 400 300 200 100 0 Jun '0 6 Jun '07 Jun '08 Jun '09 Jun '10 Total Market Distribution Market
Slide 8: Costs
Slide 7 Costs
Slide 9: Facilities Rationalisation
Slide 8 Facilities Rationalisation New Plymouth Development
Slide 10: Working Capital
Slide 9 Working Capital
Slide 11: 2010 Customer Survey
Slide 10 2010 Customer Survey Supreme Court, Wellington – Mainzeal Construction
Slide 12: Updated Strategy
Slide 11 Updated Strategy Area Manager Workshop August 2010
Slide 13: Market Outlook
Slide 12 Market Outlook ANZ Roy Morgan Consumer Confidence Business Confidence Index
Slide 14: Christchurch Earthquake
Slide 13 Christchurch Earthquake Canterbury’s 7.1 Magnitude Earthquake 4th September 2010
Slide 15: Construction Outlook
Slide 14 Construction Outlook Gross Capital Formation by Construction Source: NZIER 13,000 12,000 11,000 10,000 9,000 $ Million 8,000 7,000 FORECAST 6,000 5,000 4,000 3,000 2005 2006 2007 2008 2009 2010 2011f 2012f 2013f 2014f 2015f Residential Building Non-residential Building Infrastucture
Slide 16: World Steel Production
Slide 15 World Steel Production World Steel Production Trend Millions Tonnes (Source: IISI) 120.0 100.0 80.0 60.0 ` 40.0 20.0 0.0 Ju y Ju y ar ar g g v v ly r r p b p b p ct ct Ja c Ja c l 09 09 10 10 Ap a Ju Ap a No No Se De Fe Au Se e Fe Au Se Ju O O M M M M D n- n- n- n- China Rest of the World
Slide 17: World Raw Material Prices
Slide 16 World Raw Material Prices East Asia Raw Material USD Price Trend Ore Source SB B Scrap 180 500 160 450 140 400 120 350 100 300 80 60 250 09 09 09 09 9 9 9 9 9 10 10 0 10 10 0 0 0 0 0 9 0 l-0 -0 -0 -0 -1 1 l-1 -1 -1 -1 -0 -0 -1 - - - n- n- b- r- - n- ov ov ug ep ug ep ar pr ar ay ec ay ct ct
Slide 18: Conclusion
Slide 17 Conclusion
Slide 19: Slide 19
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