Polus · RUS:PLZL
Polus — Polyus Gold — BMO Nesbitt Burns Global Resource Conference 2007
10 slides from Polus's conference presentation, Feb 27, 2007
Slide 1: Polyus Gold: Growth for Value: Great Discoveries and On-going Delivery
London, February 2007 POLYUS GOLD GROWTH FOR VALUE: GREAT DISCOVERIES AND ON-GOING DELIVERY
Slide 2: Disclaimer
DISCLAIMER The information contained herein has been prepared using information available to Polyus Group at the time of preparation of the presentation. External or other factors may have impacted on the business of Polyus Group and the content of this presentation, since its preparation. In additi
Slide 3: Polyus Gold: Overview
POLYUS GOLD: OVERVIEW Russia’s largest gold miner – 23% market share by production output, 25 year track record in the Russian gold mining A public company with a free float of approx. 49%, listed and traded in Russia (RTS & MICEX), UK (LSE Main Board) and the U.S. (OTC). Market cap as of end-Februa
Slide 4: The Largest Exploration Portfolio in Russia
THE LARGEST EXPLORATION PORTFOLIO IN RUSSIA Exploration programme 2007-2010: 20+ greenfield/ brownfield projects in 5 leading gold mining regions of Russia Diamond drilling of over 1 200 km Ultimate target: up to 119.1 moz* of reserves (Russian C1+C2), 39 moz of resources (Russian P1) Prospecting Ex
Slide 5: 2006 Production Update: Meeting the Targets
2006 PRODUCTION UPDATE: MEETING THE TARGETS Total 2005-2006 output, k oz 1 215 Mine-by-mine output, % 1200 1 038 17 % 172 14% 156 212 27 32 800 13% 15 854 783 3% 400 70% Olimpiada Mine Zapadnoye Mine Kuranakh Mine Alluvials 0 2005 2006 17% year-on-year increase of production coming from Kuranakh min
Slide 6: 2006 Production Update: Meeting the Targets
2006 PRODUCTION UPDATE: MEETING THE TARGETS 10th largest gold producer 6th largest reserves 2006 top 10 global gold producers, moz 2006 top 10 global JORC P&P reserves, moz 9,0 160 8,5 124 120 5,7 5,6 6,0 96 93 4,3 80 67 54 51* 51 3,0 2,4 42 40 2,0 1,8 33 40 1,5 1,5 1.2 1,2 24 - - Buenaventura Barri
Slide 7: 2007 Milestones
2007 MILESTONES Projects Development Production Development Corporate Development Submit exploration results at Chertovo Implementation of the Launch of Mill-3 Koryto and Titimukhta to comprehensive cost the State Committee at Olimpiada cutting programme Pre-Feasibility Study for Natalka Scoping Stu
Slide 8: 2006-2007 Share Performance
2006-2007 SHARE PERFORMANCE 120% +14% Polyus Gold +4% Barrick Gold 100% - 5% AngloGold Ashanti - 10% Goldcorp 80% - 17% Newmont Mining - 27% Gold Fields 60% Jul-06 Aug-06 Sep-06 Oct-06 Oct-06 N ov -06 Dec-06 Jan-07 Polyus Gold shares (PLZL, OPYGY) overperformed in July 2006 – February 2007, providin
Slide 9: Case Study: Natalka Great Discovery
CASE STUDY: NATALKA GREAT DISCOVERY See flash presentation.
Slide 10: OJSC Polyus Gold
OJSC POLYUS GOLD 15/1, TVERSKOI BOULEVARD MOSCOW, RUSSIAN FEDERATION TEL/FAX: +7 495 641 33 77 INFO@POLYUSGOLD.COM WWW.POLYUSGOLD.COM Shares Outstanding 173 million Market Cap US$ 9.5 billion (as of end of February 2007) PLZL: RTS & MICEX (local shares) PLZL: LSE, Main Market (ADRs) OPYGY: OTC (ADRs
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