Anglo American Plc · LSE:AAL
Anglo American — Investor Presentation (October 2023)
12 slides from Anglo American's investor presentation, Oct 3, 2023
Slide 1: Duncan Wanblad, 3 October 2023
Duncan Wanblad 3 October 2023
Slide 2: Cautionary statement
Cautionary statement Disclaimer: This document has been prepared by Anglo American plc (“Anglo American”) and comprises the written Report. Forward-looking statements should, therefore, be construed in light of such risk factors and undue reliance should not be materials/slides for a presentation co
Slide 3: Supplying the world's needs and wants
Supplying the world’s needs and wants Steelmaking Diamonds Decarbonisation Coal High quality Iron Ore Production Copper Manganese mix from Improving living long-term Crop portfolio1 standards Nutrients Nickel PGMs Food security Anglo American 3
Slide 4: The agricultural industry faces significant pressure in being able to feed the growing global population
The agricultural industry faces significant pressure in being able to feed the growing global population Environmental responsibility Existing fertilisers CO2 intensive Environment Minimising waste streams Increased food demand Organic product desirability +2bn people by 2050 Higher calorific demand
Slide 5: Diversified portfolio balancing returns & growth
Diversified portfolio balancing returns & growth Underpinned by a strong balance sheet from which we deliver sustainable returns for our stakeholders 40% payout Diamonds Copper base, through the cycle dividend Nickel PGMs Bulks Crop Nutrients ~25% growth over the next decade1 Anglo American 5
Slide 6: Portfolio of attractive assets positioned for the future
Portfolio of attractive assets positioned for the future Long life Low cost Expandable Future-enabling Capabilities Sustainable Anglo American 6
Slide 7: Track record of delivering growth: Quellaveco
Track record of delivering growth: Quellaveco +300kt On time ~$2bn copper & budget EBITDA 2 3 in the middle of the pandemic Anglo American 7
Slide 8: Woodsmith: a portfolio cornerstone for the future
Woodsmith: a portfolio cornerstone for the future >40 years 4 +3-5% crop yields 6 Low carbon 7 13Mtpa 5 Q1 cost curve Organic Anglo American 8
Slide 9: Woodsmith brings attractive geographic diversification to our portfolio
Woodsmith brings attractive geographic diversification to our portfolio Australia Woodsmith 13% 15% South Africa South Africa 31% Brazil 36% Australia 15% 11% Proforma H1 2023 H1 2023 EBITDA8 EBITDA8 13% 5% 16% Brazil Botswana 6% 11% Peru 13% & Namibia 13% Botswana Chile Chile & Namibia Peru Anglo A
Slide 10: Balanced capital allocation framework enabling sustainable value creation
Balanced capital allocation framework enabling sustainable value creation Strong balance sheet Sustainable shareholder returns Attractive high-margin growth Anglo American 10
Slide 11: FutureSmart Mining integrates innovative tech & sustainability to unlock resource potential
FutureSmart MiningTM integrates innovative tech & sustainability to unlock resource potential Technology Sustainable Mining Plan Delivering holistic sustainable outcomes Quellaveco Woodsmith Sakatti Anglo American 11
Slide 12: Footnotes
Footnotes 1. Copper equivalent production is calculated including the equity share of De Beers’ production and using long-term consensus parameters. Future production levels are indicative and subject to further studies and final approval, see Cautionary Statement slide. 2. Expected average over fir
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