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November 2014 Shareholder Analyst Call – BHP Billiton Limited

BHP Billiton Limited · Nov 19, 2014 · 59 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 1
    Newman Australia Newman Australia Annual General Meeting 2014 BHP Billiton Limited 20 November 2014
  2. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 2
    Olympic Dam Australia Welcome to Country
  3. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 3
    Escondida Chile Jac Nasser Chairman Annual General Meeting 20 November 2014
  4. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 4
    Escondida Chile Jac Nasser Chairman Annual General Meeting 20 November 2014
  5. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 5
    Our commitment to South Australia Olympic Dam Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 7
  6. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 6
    Directors Jac Nasser Andrew Mackenzie Malcolm Brinded Malcolm Broomhead Sir John Buchanan Carlos Cordeiro David Crawford Pat Davies Carolyn Hewson Lindsay Maxsted Wayne Murdy Keith Rumble John Schubert Baroness Shriti…
  7. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 7
    Malcolm Brinded Director of BHP Billiton Member of the Sustainability Committee Director Royal Dutch Shell plc from 2002 to 2012 Director of CH2M Hill Companies Limited since July 2012 Director of Network Rail Infrastructure Limited…
  8. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 8
    David Crawford Director of BHP Billiton Chairman of the Finance Committee Chairman of Australia Pacific Airports Corporation Limited since May 2012 Chairman of Lend Lease Corporation Limited since May 2003 Former Chairman and…
  9. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 9
    Keith Rumble Director of BHP Billiton Member of the Sustainability Committee Previously Chief Executive Officer of SUN Mining Former Chief Executive Officer of Impala Platinum (Pty) Limited Former Chief Executive Officer of Rio…
  10. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 10
    Directors Jac Nasser Andrew Mackenzie Malcolm Brinded Malcolm Broomhead Sir John Buchanan Carlos Cordeiro David Crawford Pat Davies Carolyn Hewson Lindsay Maxsted Wayne Murdy Keith Rumble John Schubert Baroness Shriti…
  11. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 11
    Group Management Committee Andrew Mackenzie Peter Beaven Tim Cutt Tony Cudmore Dean Dalla Valle Mike Fraser Geoff Healy Mike Henry Jane McAloon Daniel Malchuk Jimmy Wilson BHP Billiton Limited Annual General Meeting, 20…
  12. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 12
    Graham Kerr Chief Executive Officer designate of the new company Former Chief Financial Officer of BHP Billiton from November 2011 to October 2014 Former President of Diamonds and Specialty Products, BHP Billiton Former Chief…
  13. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 13
    Forum on Corporate Responsibility Greg Bourne Mick Dodson Cristina Echavarria Tommy Garnett Simon Longstaff Australia Australia Colombia Sierra Leone Australia Yaa Ntiamoa-Baidu Ray Offenheiser Phil Vernon Changhua Wu Ghana…
  14. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 14
    Our Charter Sustainability Integrity Respect Performance Simplicity Accountability BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 16
  15. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 15
    Safety Total Recordable Injury Frequency (TRIF) (number of recordable injuries per million hours worked) 10 8 down 51% 6 4 2 0 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 BHP Billiton Limited Annual…
  16. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 16
    Our results at a glance Attributable profit excluding exceptional items Taxes and royalties paid1 (US billion) (US billion)2 US9.9 billion 25 14 US13.4 billion 12 20 10 15 8 6 10 4 5 2 0 0 FY10 FY11 FY12 FY13 FY14 FY10…
  17. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 17
    Full year dividends Dividends1 FY04 FY14 CAGR USD: 17% (US cents per share (cps)) CAGR AUD: 14% 140 USD: 121 cps USD: 4% AUD: 131 cps AUD: 9% 120 100 80 60 40 USD: 26 cps AUD: 36 cps 20 0 FY04 FY05 FY06 FY07 FY08…
  18. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 18
    Existing BHP Billiton portfolio Western Australia Samarco Queensland Coal NSW Energy Coal Cerrejn Nickel West Worsley Alumar Aluminium Iron Ore South Africa Olympic Dam Escondida Pampa Norte Antamina Onshore US New Mexico Coal…
  19. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 19
    Total shareholder return Total Shareholder Return (TSR)1 (%) BHP Billiton TSR 267% 300 BHP Billiton Ltd dividends BHP Billiton Ltd price ASX 200 dividends ASX 200 price 200 ASX 200 TSR 137% 100 0 FY05 - FY14 FY05 FY14…
  20. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 20
    Evolution of our portfolio BHP Billiton core portfolio* Proposed new company Western Australia Samarco Queensland Coal NSW Energy Coal Cerrejn Worsley Alumar Aluminium Mozal Iron Ore South Africa Olympic Dam Escondida Pampa Norte…
  21. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 21
    Proposed new company Keep your BHP Billiton shares Continue to receive dividends from BHP Billiton without any reset Entitled to shares in the new company in equal proportion to your BHP Billiton shareholding Primary listing on…
  22. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 22
    Demerger key milestones November 2014 Regulatory approvals received from the Australian Foreign Investment Review Board and Australian Taxation Office Other required approvals progressing well March 2015 Expected release of all…
  23. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 23
    Our strategy Newman BMA Olympic Dam Shenzi Jansen Australia Australia Australia United States Canada BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 25
  24. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 24
    Role of our commodities BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 26
  25. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 25
    Our diversity is our strength Newman BMA Olympic Dam Shenzi Jansen Australia Australia Australia United States Canada BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 27
  26. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 26
    Our action on climate change Produced public Introduced independent Established Implemented Committed US300 million to Set target to environment assessment of Carbon energy GHG reduction and energy maintain total GHG report detailing…
  27. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 27
    Global growth by region GDP growth rate (% per annum) 10.0 Forecast 8.0 6.0 4.0 2.0 0.0 (2.0) CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 United States European Union Japan China Australia Source: IMF World Economic…
  28. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 28
    Global growth by region United States GDP growth rate (% per annum) 10.0 Forecast 8.0 6.0 4.0 2.0 0.0 (2.0) CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 United States European Union Japan China Australia Source: IMF…
  29. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 29
    Global growth by region European Union GDP growth rate (% per annum) 10.0 Forecast 8.0 6.0 4.0 2.0 0.0 (2.0) CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 United States European Union Japan China Australia Source: IMF…
  30. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 30
    Global growth by region Japan GDP growth rate (% per annum) 10.0 Forecast 8.0 6.0 4.0 2.0 0.0 (2.0) CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 United States European Union Japan China Australia Source: IMF World…
  31. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 31
    Global growth by region China GDP growth rate (% per annum) 10.0 Forecast 8.0 6.0 4.0 2.0 0.0 (2.0) CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 United States European Union Japan China Australia Source: IMF World…
  32. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 32
    Global growth by region Australia GDP growth rate (% per annum) 10.0 Forecast 8.0 6.0 4.0 2.0 0.0 (2.0) CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 United States European Union Japan China Australia Source: IMF World…
  33. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 33
    Resources continue to drive economic growth NelsonWest North Point Shelf Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 35
  34. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 34
    Supporting economic growth Shanghai China BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 36
  35. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 35
    Australia is a world leader in resources BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 37
  36. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 36
    Delivering long-term sustainable value Sustainability Integrity Respect Performance Simplicity Accountability BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 38
  37. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 37
    Newman Australia Andrew Mackenzie Chief Executive Officer Annual General Meeting 20 November 2014
  38. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 38
    Our commitment to sustainability BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 40
  39. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 39
    Sustainability Arid Recovery Program Bullsbrook Volunteer Fire Service Five Rivers Conservation Project PATH Project Australia Australia Australia Mozambique BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 41
  40. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 40
    Delivering strong financial results Attributable profit excluding exceptional Increased Group production1by by9% 9% items Productivity gains of US2.9 billion (US billion) 25 US6.6 billion of sustainable productivity gains over the…
  41. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 41
    Record production Newman BMA Escondida Eagle Ford Record production Australia Australia Chile United States BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 43
  42. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 42
    A disciplined systematic approach Spence Chile BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 44
  43. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 43
    Sustainable productivity Jimblebar Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 45
  44. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 44
    Driving productivity in our Iron Ore assets Train departures Travel time Train delays 28% 23% 50% BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 46
  45. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 45
    Continuous improvement Perth Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 47
  46. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 46
    Building a step-up culture BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 48
  47. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 47
    Productivity at Olympic Dam Olympic Dam Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 49
  48. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 48
    Our strategy Newman BMA Olympic Dam Shenzi Jansen Australia Australia Australia United States Canada BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 50
  49. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 49
    Portfolio simplification Petroleum and Potash Copper Iron Ore Coal Aluminium, Manganese and Nickel Note: Several assets can be represented by one marker. BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 51
  50. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 50
    Evolution of our portfolio BHP Billiton core portfolio* Proposed new company Western Australia Samarco Queensland Coal NSW Energy Coal Cerrejn Worsley Alumar Aluminium Mozal Iron Ore South Africa Olympic Dam Escondida Pampa Norte…
  51. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 51
    Delivering sustainable value Five Rivers Conservation Project Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 53
  52. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 52
    Supporting conservation Valdivian Coast Five Rivers Conservation Project Chile Australia Photo credit: Nick Hall for The Nature Conservancy BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 54
  53. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 53
    Broader economic contribution 55% of spend with local businesses US9.9 billion1 paid in royalties and taxes 1% pre-tax profit committed to community US242 million in FY14 1. Taxes borne primarily comprises income tax…
  54. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 54
    Supporting our communities BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 56
  55. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 55
    Community programs in South Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 57
  56. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 56
    Driving performance Jimblebar Australia BHP Billiton Limited Annual General Meeting, 20 November 2014 Slide 58
  57. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 57
    Our productivity journey Delivering a 16% increase in production over two years to the end of FY15 Targeting another 3.5 billion in annualised productivity gains by the end of FY17 Reducing our capital expenditure by a third to 15.2…
  58. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 58
    Our commitment To maintain a strong balance sheet and solid A credit rating To continue to selectively invest in high return diversified investment opportunities through the cycle To extend our progressive base dividend policy To…
  59. November 2014 Shareholder Analyst Call – BHP Billiton Limited – slide 59

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