Fortescue Ltd · ASX:FMG
Fortescue — Fortescue Metals Group — Melbourne Mining Club Luncheon (October 2019)
17 slides from Fortescue's conference presentation, Oct 10, 2019
Slide 1: Looking to our north: Driving Australia's economic growth
For personal use only Looking to our north: Driving Australia’s economic growth Elizabeth Gaines, CEO 10 October 2019 Global force Thriving communities
Slide 2: Important Notice
Important Notice The purpose of this presentation is to provide general information about Fortescue Metals Group Limited ("Fortescue"). It is not recommended that any person makes any investment decision in relation to Fortescue based on this presentation. This presentation contains certain statemen
Slide 3: Video
For personal use only Video 3
Slide 4: Our Vision for Fortescue
Our al Vi Ss i on Ss f Fortescue <The safest, lowest { “cost, most profitable -mining company ae ‘ Ak (©) % ame Raz rorescues Al EE — +BEaRo —<$<$<=
Slide 5: FY19 Highlights
FY19 Highlights For personal use only 167.7 million tonnes Shipped US $6.0 billion Underlying EBITDA US $3.2 billion US $13.11/wmt Net profit after tax (NPAT) C1 cost US $2.1billion A $1.14 per share Net debt Total FY19 dividend 6
Slide 6: Innovation agenda
Innovation agenda For personal use only Driving safety, productivity and efficiency World first AHS on Industrial autonomous commercial scale mobility >34 million km safely travelled LV trials on site Energy strategy Hydrogen Renewable energy, reduced emissions and Technology, operations, domestic i
Slide 7: Driving growth through investment in new projects
Driving growth through investment in new projects For personal use only Unparalleled track record and capability in safely developing and operating major iron ore projects in the Pilbara 8
Slide 8: Direct customer engagement driving deep market insights
Direct customer engagement For personal use only driving deep market insights Integrated operations Co-location of key decision makers enabling rapid and response to market trends marketing Agile product mix adjustments to meet customers’ needs Collaborative operations and marketing to optimise mark
Slide 9: Building strong relationships with China
Building strong relationships with China For personal use only WA companies have forged strong connections with China Supplier Investment and First shipment to China in 2008 financing arrangements Procurement Academic, policy and Over US$1 billion procurement from China social engagement 10
Slide 10: Global steel production
Global steel production For personal use only China produces 51 per cent of global steel Global Share of Iron Ore Exports (2018) Share of World Crude Steel Production (2018) 12% 24% 3% 3% 4% 51% 53% 9% 25% 6% 6% 4% Australia Brazil South Africa Canada Ukraine Rest of World China South Korea India Ja
Slide 11: Resources sector: Australia's economic powerhouse
Resources sector: Australia’s economic powerhouse For personal use only Underpinning the first current account surplus in 44 years WA GSP 14% of WA 17% of Australia’s Australia’s GDP * business investment * WA exports accounted for $108 billion of resource 35% of Australian exports* projects in the
Slide 12: Economic contribution
Economic contribution For personal use only Iron ore industry contributed A$58.7 billion in Australian GVA* Direct value added in 2018-19 ($b) Resources Financial and insurance services Professional, scientific and technical services Retail trade Administrative and support services Iron ore* Accommo
Slide 13: Iron ore exports
Iron ore exports For personal use only Iron ore accounts for 16 per cent of Australia’s total exports, with China receiving over 80 per cent Australian exports of iron ore and concentrates by destination country ($m) 60,000 50,000 40,000 30,000 20,000 10,000 0 China Japan South Korea Taiwan Rest of
Slide 14: Business contribution
Business contribution For personal use only From the position of a sustainable, profitable business Contributing to Building our skills thriving communities base and diversity Developing our Contributing to technology footprint energy goals 15
Slide 15: Business driving policy outcomes
For personal use only Business driving policy outcomes Strong voice underpinned by our success 16
Slide 16: Australia's economic powerhouse
Australia’s economic powerhouse For personal use only Driving growth Clear strategic through investment focus Partnership with Driving positive China social change 17
Slide 17: Fortescue: The New Force in Iron Ore
Fortescue The New Force in Iron Ore
Fortescue Metals Group — Melbourne Mining Club Luncheon (October 2019) on 6ix