Bluescope Steel Limited · ASX:BSL

Bluescope Steel — Shareholder Meeting (November 2009)

15 slides from Bluescope Steel's shareholder meeting presentation, Nov 12, 2009

  1. Slide 1: Chairman's Address

    For personal use only Chairman’s Address

  2. Slide 2: Key topics of interest

    Key topics of interest For personal use only • 2009 Performance • Actions taken during difficult economic period • Update on emissions trading scheme • Outlook Page 2

  3. Slide 3: Global financial crisis

    For personal use only Global financial crisis Page 3

  4. Slide 4: Global Industrial Production

    Global Industrial Production January 2000 = 100 Index For personal use only 130 120 110 100 90 2001 2003 2005 2007 2009 Page 4

  5. Slide 5: Performance

    For personal use only Performance Page 5

  6. Slide 6: FY 2009 – a very tough year

    FY 2009 – a very tough year For personal use only • Severe drop in demand • Slowed production • Lower sales volumes across all segments • Some early signs of improvement in the last quarter • Reported annual net loss after tax $ 66 million • Underlying NPAT $ 56 million and EPS 6.1 cents Page 6

  7. Slide 7: Actions

    For personal use only Actions Page 7

  8. Slide 8: Key steps to strengthen Balance Sheet

    3 key steps to strengthen Balance Sheet For personal use only BlueScope restructured and refinanced debt facilities 1. $ 400 million raised through institutional placement and Share Purchase Plan 2. Equity entitlement offer of $ 1.36 billion undertaken 3. Syndicated loan facility of nearly $ 1.3 bil

  9. Slide 9: Remuneration

    For personal use only Remuneration Page 9

  10. Slide 10: Governance

    For personal use only Governance Page 10

  11. Slide 11: Carbon Pollution Reduction Scheme

    For personal use only Carbon Pollution Reduction Scheme Page 11

  12. Slide 12: CPRS

    CPRS For personal use only • We support a plan that – Reduces greenhouse gas emissions – Maintains competitiveness of emissions intensive trade exposed industries, and – Links Australian actions to progress in other countries Page 12

  13. Slide 13: Proposed CPRS puts domestic steel industry at risk

    Proposed CPRS puts domestic steel industry at risk For personal use only • Australian steel industry employs 100,000 Australians and produces nearly $ 30 billion turnover • Imposing carbon cost in isolation: – Makes Australian steelmakers less competitive against imports, less competitive in export

  14. Slide 14: Outlook

    For personal use only Outlook Page 14

  15. Slide 15: For personal use only

    For personal use only Page 15

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