AngloAmerican Investor Presentation Deck
Attractive greenfield and brownfield growth options
Collahuasi 5th ball mill (Copper)
Sishen³ (Iron Ore)
Woodsmith (Crop Nutrients)<
Collahuasi debottleneckings (Copper)
Collahuasi expansion (Copper)
Technology & innovation
Completed
Under
review
Anglo American
2024 capex
approved
2023-24
2027/28
Ongoing
Capex¹
~$0.1bn²
$0.1-0.3bn pa
Volume (pa)
+15kt²
From¹
Nov 2023
Payback
~4 years
Forecast Returns
IRR
>30%
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
Margin
>70%
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.
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