Slide 1: Investor Presentation 2003 Half Year Results
Slide 2: Agenda: Financial Performance
7 ial Performance egic Objectives Concluding Comments
Slide 3: Highlights Year to Date
ights Year to Date Highl ILUKA “<<
Slide 4: Slide 4
Slide 5: 2002 Group Profit
ILUKA N © fod N a Fad © - hes 2 oes 9 = 2002 Group Prof
Slide 6: First Half Financials
2 & nanc irst Half Fi F ILUKA OS oo ce
Slide 7: First Half Financials continued
Ss ials cont nanc irst Half Fi iF ILUKA
Slide 8: First Half Profit Analysis
o~ = Sr < Not iS it Analys irst Half Prof F
Slide 9: Operational Performance and Outlook
a Operational Performance and O egic Objectives De
Slide 10: WA Operations
ILUKA wo c © WA Operat
Slide 11: CRL Operations
wo ra 2 CRL Operat
Slide 12: Second Half Production Outlook
ILUKA a = ion Outlook — ~~ Second Half Product oC ~
Slide 13: Second Half Production Outlook
wal m& O ion Outlook _Second Half Product ILUKA
Slide 14: Enterprise Project
1s) o ise Proj ae
Slide 15: Murray Basin Update
ILUKA Update in rey Bas
Slide 16: Murray Basin Update continued
ILUKA S in Update cont Murray Bas
Slide 17: USA Operations
ILUKA rr ro © USA Operat
Slide 18: Production Outlook
< Ww) ro ion Outlook Product ILUKA
Slide 19: Market Outlook
Financial Performance oi Market Out! ook LE
Slide 20: Titanium Minerals Outlook
Is Outlook inera tanium M T
Slide 21: ILUKA
ILUKA x ° x) sew = oe) c S a Z
Slide 22: Progress Against Strategic Objectives
egic Objectives |
Slide 23: Accelerated Timing MnM Program
ILUKA ing Accelerated Tim MnM Program 23 June — 24 Nov 17 -18 June ~ & = N : 3 in ” & a 8 a a o o a N nin = MW M MWw/SW SR And SW Minin ig | Co ing rocessi (56%) P! al ie ncentratin & Rehab iy 9; Concentrati & Rehab USA Admi “ SS ion lorati Exp ~~ x Group rtand | lobal keting Suppo! g mar FL ‘ocessi
Slide 24: MnM Wave
= ) a. gd ee 7] 0] 2 a 2 a el x nN ) el MnM Wave
Slide 25: MnM & H1 Progress Report continued
oS 1 & 2 H1 Progress Report cont MnM Wave
Slide 26: MnM & H1 Progress Report continued
oS 1 & 2 H1 Progress Report cont MnM Wave ~~ ee
Slide 27: Growth Beyond MnM
ILUKA Wy a) = oI 7) 0] She o = Growth Beyond M
Slide 28: Growth Beyond MnM
x) sload : ) 2 2) a) on Lc) W) 1c) Sau 0] £ Growth Beyond M focus it In 4 A v 1 ’ . 1 z t t £
Slide 29: Concluding Comments
rational Perform utlook | yy Progress Against Strategic Obj HE A oncluding Comments
Slide 30: Concluding Comments
ILUKA Ww) seat ra o = = fe) iH ing _Conclud .,
Slide 31: Concluding Comments cont'd
ILUKA ing Comments cont’d Conclud “<<
Slide 32: Appendices
Operational Performance and Outlook gic Objectives Ay MSIE Appendice
Slide 33: Currency Position / FX Sensitivity
> Cad ivi /FX Sens ion Currency Pos
Slide 34: H1 Production
N Ce o N > af =] © N 1] 2 © 7) ,) ion _Sreur H1 Product