Cf Industries Holdings, Inc. · NYSE:CF
Cf Industries — Merger or Acquisition (December 2015)
8 slides from Cf Industries's merger presentation, Dec 21, 2015
Slide 1: Forward-Looking Statements
Forward-Looking Statements All statements in this communication by CF Industries Holdings, Inc. (together with its subsidiaries, the "Company"), other than those relating to historical facts, are forward-looking statements. Forward-looking statements can generally be identified by their use of terms
Slide 2: No Offer or Solicitation
No Offer or Solicitation This communication is not intended to and does not constitute an offer to sell or the solicitation of an offer to subscribe for or buy or an invitation to purchase or subscribe for any securities or the solicitation of any vote or approval in any jurisdiction pursuant to or
Slide 3: Updated CF/OCI Combination Agreement
Updated CF/OCI Combination Agreement 4 CF to combine with OCI’s European, North American and Global Distribution businesses; the new holding company will be organized and tax resident in the Netherlands Operational and structural synergies remain essentially unchanged despite a change in jurisdictio
Slide 4: Strong strategic logic continues to underpin OCI combination
Strong strategic logic continues to underpin OCI combination 5 Leverage organizational capabilities with growth and geographic expansion in core nitrogen business and, extension into closely related methanol segment Leverage extensive CF distribution network with Wever production volumes, creating l
Slide 5: Unparalleled Growth Pipeline
6 Unparalleled Growth Pipeline Note: Capacity for Beaumont is included on a proportional basis. Excludes Natgasoline capacity. Includes 100% of CF Fertilizers UK capacity and 50% of PLNL. Volume calculation includes Net Ammonia, UAN, Urea, CAN/AN, NPK, DEF, Melamine and Methanol. Expected Completion
Slide 6: CF is growing product tons AND cash flow per ton
7 CF is growing product tons AND cash flow per ton ILLUSTRATIVE Actual 2014 production adjusted for planned run-rate effects of initiatives. Excludes production relating to non-controlling interests. Includes 100% of CF Fertilizers UK, and effects of CHS transaction. Additional effects of OCI transa
Slide 7: CF is growing product tons AND cash flow per ton
CF is growing product tons AND cash flow per ton ILLUSTRATIVE Net cash generation Cash Flow Generation per ton CF before OCI Closing and Capacity Expansions 2 64 Production (Nitrogen Nutrient Equivalent Short Tons, millions) * ‘Actual 2014 production adjusted for planned muna effets of intatwes, Exc
Slide 8: CF Industries
CF Industries Holdings — Merger or Acquisition (December 2015) on 6ix