Skip to main content Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc Investor Presentation | Shale Experts
Loading...
Pm

Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc

Anglo American Plc · Sep 10, 2015 · 20 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. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 1
    MORGAN STANLEY INDUSTRIALS & NATURAL RESOURCES SUMMIT Tony ONeill, Technical Director, 10 September 2015 Kolomela mine Kumba Iron Ore
  2. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 2
    FOCUS ON DELIVERY At the mid-point of our transformation programme 1.7bn delivered 2013, 2014 & H1 2015 MAJOR PROJECTSon track and below budget 0.6 1.7 0.3 OPERATIONSimprovements accelerating 1.1 0.3 VALUE LEAKAGErevenues and cost…
  3. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 3
    PORTFOLIO QUALITYCOMPETITIVE POSITIONS Reflecting current project completions and portfolio restructure Aggregate Business Unit cost curve position - 2014 De Beers Jwaneng With After With Before Copper Quellavecodisposals…
  4. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 4
    TECHNICAL EXCELLENCE IS DRIVING BUSINESS PERFORMANCE Working together with operations to deliver step change value T&S plays a key role in all four strategic imperatives: Deliver Driving Value Focus the portfolio Develop core…
  5. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 5
    CREATING A HIGH PERFORMANCE CULTURE Leverage the Business Units delivery We have the right people in place: Technical Leverage Capability and deep knowledge Geosciences Mining Processing Building on a strong foundation Implementing the…
  6. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 6
    IMPLEMENTATION OF THE OPERATING MODEL IS ACCELERATING DELIVERY OF DRIVING VALUE Ensuring that we have the right architecture Operational planning Operating Model key attributes Specifications for the most cost effective way to Labour,…
  7. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 7
    THREE PRINCIPLES OF THE OPERATING MODEL 1. Provide clarity Copy of Generic Control Chart (3) Control Limits - Set 3: UCL = 4,595, Mean = 4,303, LCL = 4,010 (06/06/2014 - 07/07/2014) (mR = 2) 2. Produce stability UCL = 4588 UCL =…
  8. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 8
    POTENTIAL OPERATING MODEL ROLLING OUT ACROSS THE GROUP Implementation well progressed at Sishen and Minas Rio 2014 2015 2016 2017 2018 Sishen - North mine Sishen - rest of mine Kolomela Minas-Rio Mogalakwena Tumela De Beers…
  9. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 9
    0 2 4 6 8 10 12 0 1 2 3 4 Jan-2006 Jan-2006 May-2006 May-2006 Sep-2006 Sep-2006 Jan-2007 Jan-2007 May-2007 May-2007 Sep-2007 Sep-2007 Jan-2008 Jan-2008 May-2008 May-2008 Sep-2008 Sep-2008 Jan-2009 Jan-2009…
  10. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 10
    LOS BRONCES MINE PRODUCTIVITY KOM930 Annual Operating Hours Significant improvements in truck operating +17% hours delivered 6,379 6,093 Now focused on achieving leading practice 5,715 5,472 2012 2013 2014 2015 YTD…
  11. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 11
    DEVELOPING CORE BUSINESS PROCESSES Its the detail that matters Mining What good looks like example Processing What good looks like example Drill & blast Mine-to-Plan compliance 90% Processing Adaptive processing to ensure stability…
  12. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 12
    50.000 43305,43 40.000 37439,32 36678,17 MINAS RIO: RAMP UP 30.000 29542,07 20546,64 20.000 18039,47 On track 13490,57 for 2015 production between 11 and 14Mt (wet basis)... 10.000 7065,68 Filtration 0 Production (wmt)…
  13. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 13
    LOS BRONCES: FOCUS ON DELIVERING THE PLAN Mine plan spatial compliance Tonnes and Metal Reconciliation YTD 2015 97% 91% 35 35 78% 30 30 67% 25 25 20 20 15 15 10 10 5 5 0 0 2012 2013 2014 2015 YTD Ore tonnes mined…
  14. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 14
    LOS BRONCES: LOAD AND HAUL OPPORTUNITY Whole of life Komatsu 930E industry cost comparison Current maintenance approach delivers cost per hour in line with industry average Higher early life cost vs peers Industry leading…
  15. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 15
    LOS BRONCES: VALUE BASED GRADE CONTROL Grade control determines ore destination (flotation, leach, waste) Traditional grade control based on Cu grade only Substantial additional value by taking into account Mo content, flotation…
  16. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 16
    IMPROVEMENT INITIATIVES ARE DELIVERING RESULTS ACROSS ALL OF OUR KEY ASSETS Inventory JIG plant optimisation optimisation Sishen mine plan HME fleet size optimisation reduction Water Longwall cutting management at hours…
  17. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 17
    FOCUSSING THE PORTFOLIO Optimising our capex, undeveloped projects and exploration expenditure Capital expenditure (bn) Capex excludes operating cash profits and losses capitalised 25% decline in SIB capex between 2012 and 2015 -1.7…
  18. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 18
    BARRO ALTO: FURNACE REBUILD AHEAD OF SCHEDULE Furnace 2 throughput (tonnes dry ore feed) Project's strategic planning for success Ramp 4,000 Pre-rebuild Shutdown Completion up 3,500 Best practices in safety. Project is LTI free to…
  19. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 19
    DELIVERING STEP CHANGE VALUE THROUGH INTEGRATED TECHNICAL EXCELLENCE Delivering Driving Value Accelerating implementation of the Operating Model Delivering results from Wave One initiatives Focussing the portfolio Focussing efforts…
  20. Morgan Stanley Industrials and Natural Resources Summit – Anglo American Plc – slide 20
    INVESTOR RELATIONS London Paul Galloway Tel: +44 20 7968 8718 Ed Kite Tel: +44 20 7968 2178 21

From the store

Browse maps, data & reports in the Shale Experts store