AMCIL Limited · ASX:AMH
AMCIL — Shareholder Meeting (October 2005)
8 slides from AMCIL's shareholder meeting presentation, Oct 24, 2005
Slide 1: AMCIL Limited 2005 Annual General Meeting Chairman's Presentation
AMCIL Limited ACN 073 990 735, HH Collins Street Melbourne Victoria 3000 GPO Box 21148 Melbourne 3004 “felephone 03 9650 9944 Facsimile 03 9630 9100 Email: invest@antcit.com.att Interaet: http//wwwaniell.com-att 24 October 2005 Australian Stock Exchange Limited Company Announcements Office Exchange
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Slide 3: Highlights
A MLC IL Highlights « Profit after tax for the year to 30 June 2005 was $2.7 million or 3.1 cents per share " 2 cents per share fully franked dividend declared - maiden dividend following recapitalisation in late January 2004 « Net Tangible Assets per share (undiluted): » 30 June 2004 50.5 cents » 3
Slide 4: AMCIL Portfolio - September 2005
0 / 7 AMCILL AMCIL Portfolio —- September 2005 $ 000 National Australia Bank 6,610 BHP Billiton 6,008 St George Bank 5,578 Rio Tinto 4,731 Alumina 4,454 Peet & Company 4,066 AMP 3,720 The News Corporation 3,377 *Telstra Corporation 3,269 ABC Learning Centres 3,136 * Indicates that options were outst
Slide 5: AMCIL Portfolio - September 2005
AMCIL Portfolio - September 2005 ConnectEast Group Oakton Bradken Domino's Pizza *Transurban Group Primelife Corporation Oil Search Viridis Clean Energy Advent TOTAL * Indicates that options were outstanding against part or all of the holding
Slide 6: Progressive Growth of the Portfolio
MIC IL Progressive Growth of the Portfolio 60 5 , 60 50 + 50 40 - 40 $ Million $ Million 30 + 30 20 NY | a [ | 20 10 + 10 0; ' r O 8" OO SY 9" O" 97" 97 97 9% 97 97. 9" 9° 9 OOS SB LO SP > PP Sng og oS of of a oa po? oe? oo o% 50" <? gt? pe ge Bd > e 2 |g Cost of Portfolio £5 Unrealised Gain Cash|
Slide 7: Availability of Tax Losses
A MLC IL Availability of Tax Losses «" The Company has received a favorable tax ruling confirming utilisation of the carry forward tax losses of up to $32.6 million. =" Provided AMCIL continues to pass the relevant tests: » Continuity of ownership » Continuity of business these carry forward losses
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