Weyerhaeuser Company · NYSE:WY
Weyerhaeuser — UBS Global Paper & Forest Products Conference 2008
20 slides from Weyerhaeuser's conference presentation, Sep 17, 2008
Slide 1: UBS Global Paper & Forest Products Conference
UBS GLOBAL PAPER & FOREST PRODUCTS CONFERENCE Dan Fulton Patty Bedient President and Chief Chief Financial Officer Executive Officer New York UBS Global Paper & Forest Products Conference September 16, 2008 1
Slide 2: Forward-Looking Statement
Forward-Looking Statement This presentation contains statements concerning the company’s future results and performance that are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Factors listed below, as well as other factors not included, may cau
Slide 3: Dan Fulton, President & Chief Executive Officer
Dan Fulton President & Chief Executive Officer 3
Slide 4: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference
Slide 5: Scientifically Managed Forests and Ecosystem Benefits
4 s Products Ecosystem Benefits Scientifically Managed Forests Home Building Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Cellulose Products Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 5
Slide 6: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 6
Slide 7: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 7
Slide 8: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 8
Slide 9: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 9
Slide 10: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 10
Slide 11: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 12
Slide 12: Biofuels from the Forest
Wood Products Products Ecosystem Biofuels from the Forest Benefits Home Building Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Cellulose Products Fiber Products Minerals / Biofuels Energy z 50-50 joint venture company z Develop and commercialize technology for converting cellulose-ba
Slide 13: Bringing Safe, Secure, Sustainable Feedstocks and Materials
Wood Products Products Ecosystem Bringing Safe, Secure, Sustainable Benefits Home Building Building Biomaterials Biofuels / Feedstocks and Materials to Biomaterials Cellulose Fiber Cellulose Products Fiber Products Petrochemical and Chemical Industry Minerals / Biofuels Energy Explore important new
Slide 14: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 15
Slide 15: Ecosystem Benefits from the Forest
Wood Products Ecosystem Ecosystem Benefits from the Forest Benefits Home Building Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Cellulose Products Fiber Products Minerals / Biofuels z Weyerhaeuser sequesters over 16 million metric tons Energy Of CO2every year! Photosynthesis O 2 2 H
Slide 16: Patty Bedient, Executive Vice President, Chief Financial Officer
Patty Bedient Executive Vice President, Chief Financial Officer 17
Slide 17: Financial Update: Debt and Cash
Financial Update: Debt and Cash $ millions Debt Cash Estimated balance as of $ 6,880 $ 4,880 September 12, 2008 Scheduled Debt Maturities (400) (400) Proforma 4Q Dividend* (130) Estimated Cash Taxes (1,600) Estimated Year End Balances $ 6,480 $ 2,750 Estimated Year End Proforma Net $ 3,730 Debt Note
Slide 18: Structure Follows Strategy: REIT Update
Structure Follows Strategy z REIT Update · May meet REIT asset and income tests in 2009 · Determining feasibility of technical changes needed to be in place as of the beginning of the year – Calendar year – Legal reorganization · No decision on REIT election has been made · Any change will be based
Slide 19: Wood, Fiber, Products, Minerals
There is no other renewable and sustainable resource that can do as much as the forest Wood Products Ecosystem Benefits Home Building Biomaterials Biofuels / Biomaterials Cellulose Fiber Products Minerals / Biofuels Energy UBS Global Paper & Forest Products Conference 20
Slide 20: No other company in North America with this capacity and technology
And there is no other company in North America with the capacity and technology to do as much with timberlands as Weyerhaeuser UBS Global Paper & Forest Products Conference 21
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