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Investor Presentaiton

Quellaveco accounting - ramp up & commercial production Ramp up from first production 12 months from first production 2022 Production C1 unit cost - nominal Accounting treatment considerations Ramp up to commercial production Accounting treatment considerations once commercial production is reached 100-150kt ~$1.35/lb1 • Inventory recognised when first ore extracted, at cost of production, including element of waste stripping Revenue recognised in income statement² with costs of production recognised in cost of sales Project team and ongoing direct construction costs will continue to be capitalised Ramp-up of production levels to full design capacity is expected 12 months after first production • Mine depreciation commences • Cessation of capitalisation of borrowing costs; interest on Mitsubishi shareholder facility will be expensed in finance costs on consolidation 1.2022 is a ramp-up year and therefore C1 unit costs will be highly dependent on production achieved, and subject to further Covid-19 impacts. 2. Revenue will be recognised in line with the IAS 16 amendment published in May 2020, which states that revenues generated (from first sale) by an asset in construction must be recognised in the income statement as revenue, along with the related cost of production. Anglo American 48
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