AngloAmerican Investor Presentation Deck slide image

AngloAmerican Investor Presentation Deck

POLY4 delivers significant benefits beyond its nutrient content - taking yield as an example European potato trial showed 5% yield uplift with POLY46 35 Typical NPK program with MOP Anglo American 36 Typical NPK program with SOP 37 POLY4 program Additional revenue/ha POLY4 application/ha Value-add to farmer/t of POLY4 One-third pass through to producer Additional 2t of potatoes/ha Yield +5% = +2t/ha Crop price $130/t of potatoes 2tx $130/t = $260/ha Farmer yield Farmer profit POLY4 value added to farmer Producer pass- through at 33% Global average6 +3-5% crop yield5 +c.50% +$100/t +$300/t 0.4t of POLY4/ha +$260/0.4t = +$650/t of POLY4 ~$200/t of POLY4 3-5% yield5 = up to $100/t on POLY4, in addition to the $170/t blend substitution price 32
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