Unlocking Value and Performance Outlook slide image

Unlocking Value and Performance Outlook

Attractive greenfield and brownfield growth options Collahuasi 5th ball mill (Copper) Sishen³ (Iron Ore) Woodsmith (Crop Nutrients)4 Collahuasi debottlenecking5 (Copper) Collahuasi expansion (Copper) Technology & innovation Capex¹ Volume (pa) From¹ Completed ~$0.1bn² +15kt² Nov 2023 Under review 2024 capex approved 2023-24 2027/28 Ongoing $0.1-0.3bn pa Payback Forecast Returns IRR Margin ~4 years >30% >70% Project plan under review Optimisation of development timeline and design ongoing Studies in progress; implementation between 2025-2028, potential for ~25ktpa² Studies under way for next stage expansion; potential up to +150ktpa² from ~2032 Multiple options - typically value accretive with sustainability benefits 1. Cash expenditure on property, plant and equipment including related derivatives, net of proceeds from disposal of property, plant and equipment and includes direct funding for capital expenditure from non-controlling interests. Guidance includes unapproved projects and is, therefore, subject to the progress of project studies, and unapproved Woodsmith capex of -$1bn pa is included after 2024. 'From' column represents first production. 2. Attributable share of capex and production volumes (44% share). 3. This refers to the implementation of Ultra High Dense Media Separation (UHDMS) technology at Sishen. 4. Capex spend for 2020-2024 is approved. Final design engineering under way; capex & schedule then subject to Board approval. 5. Debottlenecking initiatives which are under study, include 6 new floatation cells, 3rd primary crusher, course particle recovery unit and expanding the existing plant capacity from -170ktpd to 210ktpd. Some of the initiatives have been approved in 2023 and the remainder are expected to be approved in 2024. Anglo American 38
View entire presentation