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Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited

BHP Billiton Limited · Feb 28, 2011 · 12 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. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 1
    BMA BMO Global Metals & Mining g Conference Alex Vanselow Chief Financial Officer F b February 2011
  2. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 2
    Record interim financial results Underlying EBITDA of US17.3 billion, up 60% Underlying EBIT of US14.8 billion, up 74% Attributable profit (excluding exceptionals) of US10.7 billion, up 88% Net operating cash flow of US12.2 US12…
  3. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 3
    Improving near term economic fundamentals Strong emerging market growth Manufacturing (PMI) continues ti 65 Increasingly positive developed market k t data d t 55 However, economic risks remain 45 Sovereign debt issues…
  4. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 4
    A uniquely diversified portfolio Underlying EBIT Underlying EBIT margin1 (H1 FY11, FY11 US billion) (H1 FY11, FY11 %) 15 Metallurgical Coal Metallurgical Coal 37% Manganese Manganese 36% Ferrous Iron Ore (51.2%) Iron Ore 62% 10…
  5. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 5
    Our business model delivers strong margins and returns Underlying EBIT margin Return on capital (%) (%) 50 50 40 40 30 30 20 20 10 10 0 0 FY06 FY07 FY08 FY09 FY10 H1 FY06 FY07 FY08 FY09 FY10 H1 FY11 FY11 BHP Billiton…
  6. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 6
    Significant capital expenditure to underpin future growth Strong pipeline of investment (US billion) 90 Manganese SSM Energy Coal Aluminium D&SP 60 Metallurgical Coal Base Metals Petroleum 30 Iron Ore 0 Future…
  7. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 7
    A simple business model built around Tier 1 resources 50+ years Bowen Basin Pilbara Metallurgical Coal Iron Ore Saskatchewan 12.8bt resource 16.1bt resource Potash 3.4bt resource 50+ 50+ 40+ 40 years years years…
  8. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 8
    Fayetteville shale transaction details Largest Shale Asset Deal Agreed price of 4.75 billion in cash 487,000 net acres, 415 MMcf/d f/ current production, 2.4 TCF C proved reserves, and 10 TCF total risked resource 1.67 1 67…
  9. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 9
    Unique opportunity to acquire a leadership position in a major North American shale North American Shale Gas Plays BHP Billiton becomes the second largest acreage holder in the Fayetteville shale Modest topography provides easy…
  10. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 10
    A material asset with room to grow 1.7 1 7 Billion 5.4 5 4 Billion 10 TCF addition is more than BOE BOE double our share of remaining resources at Bass Strait, 3.7 Billion BOE 3x our share of Scarborough Scarborough, and 7x…
  11. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 11
    Well positioned for growth and shareholder returns Our strategy has not changed BHP Billiton weighted average TSR (Ltd 60% and Plc 40%) 1,200% A record set of financial results 1,200% 400% Investment in organic growth 300%…
  12. Capital Markets' 2011 Global Metals Mining Conference – BHP Billiton Limited – slide 12

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