Institutional Presentation. August 2013
|
|
- Tabitha Clementine Jefferson
- 5 years ago
- Views:
Transcription
1 Institutional Presentation August 2013
2 Disclaimer This presentation contains statements that may constitute forward-looking statements, based on current opinions, expectations and projections about future events. Such statements are also based on assumptions and analysis made by Wilson, Sons and are subject to market conditions which are beyond the Company s control. Important factors which may lead to significant differences between real results and these forwardlooking statements are: national and international economic conditions; technology; financial market conditions; uncertainties regarding results in the Company s future operations, its plans, objectives, expectations, intentions; and other factors described in the section entitled "Risk Factors, available in the Company s Prospectus, filed with the Brazilian Securities and Exchange Commission (CVM). The Company s operating and financial results, as presented on the following slides, were prepared in conformity with International Financial Reporting Standards (IFRS), except as otherwise expressly indicated. An independent auditors review report is an integral part of the Company s condensed consolidated financial statements. 2
3 Wilson Sons at a Glance International & Domestic Trade Flow 69% of Company s Revenues Oil & Gas 31% of Company s Revenues Weighted Avg. Cost of Debt 3.59% per year FMM* 75% Others 25% As of Dec/2012 *Fundo da Marinha Mercante EBITDA CAGR: 12% 3
4 Our Growth Drivers
5 International & Domestic Trade Flow Brazil Exports + Imports (USD Bi) Source: MDIC/Secex + Central Bank Estimates Potential Growth of Cabotage (# TEU M) Source: ILOS CAGR 14.5% The Container Cabotage volume can increase by 2x in 10 years % % 1.8 Estimated CAGR 7.6% E Imports Exports Upside with Increased Brazilian Efficiency Source: World Bank Increasing Container Handling in Brazil (#TEU M) Source: ILOS Export Procedures Duration (Days) USD Cost Duration (Days) USD Cost Historical CAGR 6.4% Estimated CAGR 7.4% Document Preparation Customs Clearance Ports Handling Inland Transportation Total 13 2, ,090 5
6 Oil & Gas: Very Positive Outlook World Oil Reserves (Bn boe) Source: BP Statistics Review Government Forecasts Brazilian Oil Production (M bpd) Source: ANP + Petrobras Venezuela Saudi Arabia Iran Iraq Brazil (Est.)** United Arab Em. Russia Brazil (Est.)* Libya 47.1 Brazil Upper estimate of potential growth of Brazilian oil reserves * Probable oil reserves ** Possible oil reserves CAGR 10% E 2020E Demand for Offshore Support Vessels (OSVs) Source: ODS Petrodata + ABEAM / SYNDARMA + BTG Pactual Increased Distances to new Oil Rigs Foreign Flag Vessels Brazilian Flag Vessels Average Campos Basin Distances 125 km Pre-salt Distances 300 km E 2020E 6
7 Our Business
8 Container Terminals USD 189M Net Revenues (29% of 2012 Total Revenues) 908,300 TEU handled (2012 Tecon RG + Tecon SSA) 1,880,000 TEU capacity (2012 Tecon RG + Tecon SSA) Tecon Rio Grande 8 8
9 Container Terminals Container Terminal concessions for years in the ports of Rio Grande and Salvador Third largest container port operator in Brazil, with 11% market share Strategically located assets are key competitive advantage Highlights Rio Grande Salvador Container Movement (TEU 000) Source: ILOS Capacity 1,350k 530k # Berths 3 2 Historical CAGR 6.5 % ILOS Estimates CAGR 7.3 % 1,717 Total Berth length (m) Total area (sqm) 670, ,000 Draft (m) ,122 1,387 # of STS (Portainers) E 2018E 2023E Tecon Rio Grande Location Tecon Salvador Location Tecon Suape (ICTS) Paranaguá (Advent) Itapoá (Hamburg Sud) São Francisco do Sul (Dragados) Itajaí / Navegantes (Maersk / MSC) Imbituba (Santos Brasil) 688 km Tecon Rio Grande (Wilson Sons) 850 km Tecon Salvador (Wilson Sons) 1,182 km TVV (Log-In) 9
10 Oil & Gas Terminals USD 38M Net Revenues (6% of 2012 Total Revenues) 1,002 Vessel Turnarounds (2012) ~210,000 Operational base area (sqm) Brasco (Niterói) 10 10
11 Oil & Gas Terminals Providing support to the Oil & Gas industry, combining own assets and expertise in public ports First private Oil & Gas terminal operator in Brazil, with more than 13 years of experience Strategically located bases across Brazil with advantageous access to the pre-salt areas Highlights Completes Quay Length (m) Base Areas (sqm) Brasco (Niterói) 180 ~70,000 Brasco Cajú* (Briclog) # of Berths ~60,000 Guaxindiba Depot Effective Quay Capacity Utilization 84% n/a n/a * After expansion n/a n/a ~80,000 Blocks by Operator: IOCs increasing position Source: ANP 51% 51% Upstream ~ 40 years according to specific areas Exploration Development Production 49% 49% 30% 31% 30% Petrobras 70% 69% 70% IOCs / OGX 19% 16% 84% 81% Strategic Location Espírito Santo, Campos, and Santos Basins Source: ANP Briclog Brasco Santos Basin Espírito Santo Basin Campos Basin ~ 91% of Oil & Gas production in Brazil ~ 100 Offshore Drilling and Production Rigs ~ 351 Offshore Support Vessels in operation 11
12 Towage USD 178M 15.0% Net Revenues (28% of 2012 Total Revenues) Special Operations (% of 2012 Total Towage Revs) 52,204 Harbour Manoeuvres (2012) Telescopium Apr/
13 Towage Largest fleet in Brazil, approx. 50% share at habour manouevres, operating in all major ports of Brazil Regulatory protection ensures priority to Brazilian flag vessels (ANTAQ Resolution 494) Friendly funding available from FMM (Fundo da Marinha Mercante) Long-term, Low-cost Fleet Profile Source: Wilson Sons Internal Data Revenue Breakdown (USD M) % of Total Towage Revenues Wilson Sons Competitors % of Azimuthal tugboats 82% 52% Average Bollard Pull (tons) Harbour Manoeuvres 90.9% 85.7% 84.4% 84.8% 85.0% # of Ports served 20 7* * Considering the best positioned competitor Special Operations 9.1% 14.3% 15.6% 15.2% 15.0% Special Operations Breakdown 2012 (USD M) New Port Facilities Source: BNDES + WS Estimates 120% 100% 80% 60% 40% 20% 0% % Ocean Towage % Fixed-term Contracts % Third-party Operations % Support to Vessels' Construction % Salvage % Others BRL ~R$ 54 Bi in investments Refinery Premium I (MA) Terminal Ponta da Madeira (MA) Refinery Premium II (CE) Refinery Abreu e Lima (PE) Porto Sul (BA) Porto do Açu (RJ) Embraport (SP) Brasil Terminais Portuários (SP) Itapoá (SC) 13
14 Shipyards USD 62M Net Revenues (10% of 2012 Total Revenues) 32 10,000 Vessels Delivered ( : 12 PSVs + 27 Tugboats) Guarujá steel processing capacity (tons / yr) Guarujá Guarujá II II Shipyard Shipyard 14 14
15 Shipyards Combination of third party construction and competitive advantage for the Towage and Offshore businesses Friendly funding available from FMM (Fundo da Marinha Mercante) Long-term, Low-cost Construction plan for more than 50 vessels (Offshore and Tugboats) by 2017 Highlights Steel Processing Capacity (tons / year) Area (sqm) Length (m) Breadth (m) Guarujá I Guarujá II Total 4,500 5,500 22, , ,000 39,000 Dock type Slipway Dry-dock n/a n/a n/a Tugboat backlog (indicative construction plan) Vessel Name Tugboat - WS138 Tugboat - WS139 Tugboat - WS140 Tugboat - WS141 Tugboat - WS142 Tugboat - WS143 Tugboat - WS144 Tugboat - WS145 Tugboat - WS146 Tugboat - WS147 Tugboat - WS148 Tugboat - WS Dec/13 Dec/13 May/14 May/14 Jun/14 Oct/14 Mar/15 Mar/15 May/15 May/15 Jan/16 Feb/16 OSVs backlog (indicative construction plan) Platform Supply Vessel ( PSV ) for Geonavegação Vessel Name WSUT - Prion (PSV 4500) WSUT - Alcatraz (PSV 4500) WSUT - Zarapito (PSV 4500) Fugro - Aquarius (ROVSV) Geonavegação - WS155 (PSV 5000) Geonavegação - WS156 (ORSV) Geonavegação - WS157 (ORSV) Sept/13 Oct/2013 Jan/14 May/14 Jul/15 Nov/15 Jan/16 Oil Spill Recovery Vessel ( OSRV ) for Geonavegação 15
16 Offshore Support Vessels (OSVs) USD 46M Net Revenues (7% of 2012 Total Revenues) 18 OSVs 15 owned PSVs + 3 flag cover AHTS (as of Aug/13) 5,796 Days In Operation (2012) PSV Tagaz 16 16
17 Key Offshore Support Vessels (OSVs) Regulatory protection ensures priority to Brazilian flag vessels (ANTAQ Resolution 495) Friendly funding available from FMM (Fundo da Marinha Mercante) Long-term, Low-cost Wilson Sons 100%-owned shipyard is a key competitive advantage Owned OSV Fleet Contract Profile Vessel Name Start Date Contract Albatroz Jun/11 4 years Gaivota Jun/11 4 years Cormoran Jul/11 4 years Fragata Apr/ years Biguá Feb/ years Pelicano Jun/ years Atoba Jun/ years Petrel Jun/ years Skua Jun/ years Fulmar Jun/ years Talha-Mar Mar/ years Torda Oct/ years Sterna Mar/ years Batuíra Aug/ years Tagaz Mar/ years Prion Sep/ years Alcatraz Nov/ years Zarapito Feb/ years Mandrião Nov/ years Foreign Flag In Contract (Petrobras) In Contract with Client Option Contract Option 17
18 Logistics USD 108M Net Revenues (17% of 2012 Total Revenues) 70,800 sqm Itapevi and Suape Logistics Centres area 92,000 sqm Bonded Terminal area (EADI Santo André) EADI Santo André-SP 18 18
19 Logistics Bonded-warehouse providing operational support to international trade flow Logistics centres (LC), bonded warehouses, dedicated operations, and NVOCC Customized logistics solutions using extensive know-how in industry supply chain EADI & Logistics Centres EADI Santo André-SP EADI Sto André LC Itapevi LC Suape Total Area (sqm) 92,000 21,800 49,000 Covered Area (sqm) 33,800 15,800 23,000 Port Distance 72 km 108 km 1 km New Logistics Centre Suape New Logistics Centre Itapevi 19
20 Financial Highlights
21 Resilience and growth Net Revenues USD M Prior to 2013 effect of changes to IFRS 10 & CAGR 11.6% Net Revenues by Business USD M H12 1H Container Terminals Brasco Logistics Towage Offshore Support Vessels Shipyard Shipping Agency EBITDA USD M Prior to 2013 effect of changes to IFRS 10 & EBITDA by Business USD M H H CAGR 12.1% Container Terminals Brasco Logistics Towage Offshore Support Vessels Shipyard Shipping Agency Corporate Con Term
22 Consistent Investment Plan CAPEX Realised Port Operation Towage Offshore Support Vessels Shipyard Others* % 28% 24% 7% 10% USD 1.0 Billion *Others: Logistics, Shipping Agency, and Corporate Debt Maturity Schedule* (USD million) Debt Profile* (as of Dec/12) Weighted Avg. Cost of Debt 3.59% per year CURRENCY Denominated in USD 95% Denominated in BRL 5% MATURITY Long Term 92% Short Term 8% 44.4 SOURCE FMM 75% Others 25% Less than 1 year 1-5 years More than 5 years * Including Offshore vessels Debt Balance: 572 M ; Net Debt : 431 M Net Debt / EBITDA = 2.8x * Including Offshore vessels 22
23 Corporate Governance Voluntarily follow the majority of Novo Mercado rules 100% TAG ALONG for all minority shareholders One class of share with equal voting rights Free-float more than 25% of total capital Audit Committee Management alignment with shareholders: Cash-settled Stock Options 23
24 Investor Relations Contact Info Felipe Gutterres CFO of the Brazilian Subsidiary and Investor Relations +55 (21) Michael Connell IRO, International Finance & Finance Projects +55 (21) BM&FBovespa: WSON33 IR website: Youtube Channel: WilsonSonsIR Eduardo Valença Investor Relations & Finance Projects +55 (21) Nattalee Souza Investor Relations & Finance Projects +55 (21)
Institutional Presentation 2011
Institutional Presentation 2011 1 Wilson, Sons is listed on BMF&Bovespa in the form of BDRs Free Float 58.25% 41.75% Bermuda Brazil PORT & LOGISTICS MARITIME 2 Wilson, Sons at a glance International Trade
More informationInstitutional Presentation. October 2018
Institutional Presentation October 2018 Wilson Sons at a Glance Company Overview Resilient Business Drivers One of the largest port, maritime and logistics operators in Brazil, with US$570M of net revenues
More informationInstitutional Presentation. January 2019
Institutional Presentation January 2019 Wilson Sons at a Glance Company Overview Resilient Business Drivers One of the largest port, maritime and logistics operators in Brazil, with US$570M of net revenues
More informationInstitutional Presentation. February 2019
Institutional Presentation February 2019 Wilson Sons at a Glance Company Overview Resilient Business Drivers One of the largest port, maritime and logistics operators in Brazil, with US$570M of net revenues
More informationInstitutional Presentation. August 2018
Institutional Presentation August 2018 Wilson Sons at a Glance Company Overview Resilient Business Drivers One of the largest port, maritime and logistics operators in Brazil, with US$570M of net revenues
More informationCredit Suisse Latin America Investment Conference January 30-31, 2018
Credit Suisse Latin America Investment Conference January 30-31, 2018 Contents About Santos Brasil Port of Santos Tecon Santos Tecon Imbituba Tecon Vila do Conde TEV Vehicle Terminal Logistics Investments
More informationTÍTULO DA APRESENTAÇÃO. Institutional Presentation. Log-In Logística Intermodal S.A. December 2018
TÍTULO DA Institutional Presentation APRESENTAÇÃO Log-In Logística Intermodal S.A. December 2018 SUMMARY HISTORICAL BACKGROUND (CHART 3) SHIPPING EFFICIENCY AND VOCATION OF BRAZIL (CHART 5) OPERATIONS:
More informationTÍTULO DA APRESENTAÇÃO. Institutional Presentation. Log-In Logística Intermodal S.A. December 2018
TÍTULO DA Institutional Presentation APRESENTAÇÃO Log-In Logística Intermodal S.A. December 2018 SUMMARY HISTORICAL BACKGROUND (CHART 3) SHIPPING EFFICIENCY AND VOCATION OF BRAZIL (CHART 5) OPERATIONS:
More informationInstitutional Presentation. May 2016
Institutional Presentation May 2016 Section 1 Unidas At a Glance Unidas At a Glance 3 rd largest Brazilian car rental company by total fleet, with nationwide operations in fleet management solutions, car
More informationGRINDROD LIMITED ADDITIONAL INFORMATION FOR ANALYSTS for the year ended 31 December 2016
www.grindrod.com GRINDROD LIMITED ADDITIONAL INFORMATION FOR ANALYSTS for the year ended 31 December 2016 MANAGEMENT SEGMENTAL BALANCE SHEETS AS AT 31 DECEMBER 2016 R000 FREIGHT SERVICES SHIPPING FINANCIAL
More informationHAMBURGER HAFEN UND LOGISTIK AG COMPANY PRESENTATION
HAMBURGER HAFEN UND LOGISTIK AG COMPANY PRESENTATION CHEUVREUX GERMAN CORPORATE CONFERENCE FRANKFURT, JANUARY 2011 Hamburger Hafen und Logistik AG DISCLAIMER The facts and information contained herein
More informationSEPETIBA TECON. OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop
SEPETIBA TECON MORE THAN A PORT, A LOGISTIC PARTNER OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop INFRASTRUCTURE/ ACCESS Road Rail Maritime Container shipping lines General
More informationFor personal use only
Mermaid Marine Supply Base Mermaid Logistics Supply Base UBS Emerging Companies Conference 3 April 2012 Disclaimer This document contains general background information about the activities of Mermaid
More informationBNDES support to Infrastructure
BNDES support to Infrastructure 32th German-Brazilian Economy Meeting Hamburg, Germany September 1st, 2014 Claudia Cristina de Campos Manager of the Logistics Department - Infrastructure Division AGENDA
More informationExpectations for Port Customers and Clients. Dan Sheehy -NYK Line AAPA Meeting October 23, 2008
Expectations for Port Customers and Clients Dan Sheehy -NYK Line AAPA Meeting October 23, 2008 Areas for Review 1. Overview of NYK Line 2. Liner Trade Business 3. Demand versus Supply Outlook 4. Bunker
More informationHAMBURGER HAFEN UND LOGISTIK AG COMPANY PRESENTATION
HAMBURGER HAFEN UND LOGISTIK AG COMPANY PRESENTATION UNICREDIT GERMAN INVESTMENT CONFERENCE MUNICH, SEPTEMBER 2010 Hamburger Hafen und Logistik AG DISCLAIMER The facts and information contained herein
More informationSEPETIBA TECON. OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop
SEPETIBA TECON THE MEETING POINT FOR THE BEST SOLUTIONS OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop INFRASTRUCTURE/ ACCESS Road Rail Maritime Container shipping lines General
More informationThe Great Eastern Shipping Co. Ltd.
May 2016 Business & Financial Review The Great Eastern Shipping Co. Ltd. 1 The Company assumes no responsibility with regard to publicly amending, modifying or revising the statements based on any subsequent
More informationGrindrod Limited Additional information for analysts
www.grindrod.com Grindrod Limited Additional information for analysts for the year ended 31 December 2017 MANAGEMENT SEGMENTAL BALANCE SHEETS AS AT 31 DECEMBER 2017 R000 PORTS TERMINALS MARINE FUELS AGRICULTURAL
More informationHYUNDAI GLOVIS Q Business Result
Investor Relations 2011 Your Value Chain Partner HYUNDAI GLOVIS 2011 3Q Business Result (1) GLOVIS 3 (2) 3Q Result 8 (3) Business 13 (4) Appendix 20 Disclaimer Statement This Presentation has been prepared
More informationThe Great Eastern Shipping Co. Ltd. Business & Financial Review August 2015
The Great Eastern Shipping Co. Ltd. Business & Financial Review August 2015 1 Forward Looking Statements Except for historical information, the statements made in this presentation constitute forward looking
More informationSEPETIBA TECON. OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop
SEPETIBA TECON THE MEETING POINT FOR THE BEST SOLUTIONS OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop INFRASTRUCTURE/ ACCESS Road Rail Maritime Container shipping lines General
More informationSEPETIBA TECON. OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop
SEPETIBA TECON THE MEETING POINT FOR THE BEST SOLUTIONS OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop INFRASTRUCTURE/ ACCESS Road Rail Maritime Container shipping lines General
More informationSEPETIBA TECON. OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop
SEPETIBA TECON THE MEETING POINT FOR THE BEST SOLUTIONS OVERVIEW Strategic location Technical data sheet / equipment One-stop-shop INFRASTRUCTURE/ ACCESS Road Rail Maritime Container shipping lines General
More informationThe Great Eastern Shipping Co. Ltd. Business & Financial Review July 2016
The Great Eastern Shipping Co. Ltd. Business & Financial Review July 2016 1 Forward Looking Statements Except for historical information, the statements made in this presentation constitute forward looking
More informationLUIS HENRIQUE GUIMARÃES
LUIS HENRIQUE GUIMARÃES DISCLAIMER This presentation contains estimates and forward-looking statements regarding our strategy and opportunities for future growth. Such information is mainly based on our
More informationSUSTAINABLE PORT DEVELOPMENT: CHILE. Rodrigo Galleguillos Ultramar OCTOBER 2015
SUSTAINABLE PORT DEVELOPMENT: CHILE Rodrigo Galleguillos Ultramar OCTOBER 2015 Shipping Towing & Salvatage Agency, Ports and Logistics Other investments +200 vessels Crude Tankers Gas Carriers 87 tugboats
More informationSAAM Corporate Presentation 8th Annual Andean Conference Larrain Vial
SAAM Corporate Presentation 8th Annual Andean Conference Larrain Vial March 18 TH, 19 TH,20 TH, 2014 1 Agenda SMSAAM Overview Financial Overview Future Main Goals 2 2 SAAM s History SAAM was founded on
More informationCAPACITY. Domestic market. 2.5 m t. 243 k ha 700 k t. Domestic and export markets. 1.7 m t. 145 k t. 960 k t. Domestic market 250 k t.
DISCLAIMER The statements contained in this presentation related to the business outlook, operating and financial projections, and growth prospects of Klabin S.A. are merely projections, and as such are
More informationINSTITUTIONAL PRESENTATION
INSTITUTIONAL PRESENTATION ITAU CONFERENCE NEW YORK - MAY, 2015 KLBN11 KLBN11 / KLBAY DISCLAIMER The statements contained in this presentation related to the business outlook, operating and financial projections,
More informationAÇU PORT Infrastructure and energy solutions for Brazil
AÇU PORT Infrastructure and energy solutions for Brazil CAMPOS BASIN AÇU (km) MACAÉ (km) AVERAGE DISTANCE* 123 km 191 km AVERAGE TIME* 5.7h 8.5h * Using as reference the Campos Basin mass center 2 Meet
More information3Q10 Results. October 28, 2010
3Q10 Results October 28, 2010 1 Disclaimer This presentation may include declarations about Vale's expectations regarding future events or results. All declarations based upon future expectations, rather
More informationStraightforward Business Model
JULIO FONTANA Straightforward Business Model Agribusiness heavy haul Dominant on core export channels Booming agricultural market UNSERVED AGRIBUSINESS DEMAND STRATEGIC ASSET LOCATION High entry barriers
More informationSetting up the foundations for growth
Setting up the foundations for growth Rio de Janeiro, November 9, 2010 Log-In Logística Intermodal S.A. (BM&FBOVESPA: LOGN3) today released its results for the third quarter of 2010 (3Q10). Unless otherwise
More informationYara International ASA 2016 first quarter results
Yara International ASA 216 first quarter results 21 April 216 Safe operations is our first priority 14. 12. TRI 1 1. 8. 6. 4. 2.. 1988 199 1992 1994 1996 1998 2 22 24 26 28 21 212 214 Mar-16 2 1) TRI:
More informationMiguel Setas, CEO. EDP Energias do Brasil
Miguel Setas, CEO EDP Energias do Brasil 0 Corporate profile: integrated private electric company with operations in distribution, generation and trading EDP Energias de Portugal Free Float 51% 49% Energias
More information3Q13 Results Conference Call
3Q13 Results Conference Call Rainfall (mm) TRS (kg/ton) Sugar, Ethanol & Energy Business Operational Performance Mato Grosso do Sul 2013 Rainfall and TRS Evolution Avg rain 5 years Rain 2013 TRS 2013 TRS
More informationCORPORATE PRESENTATION 1Q15 Results
CORPORATE PRESENTATION 1Q15 Results Timeline CSN Voting Capital March 31, 2015 RIO IACO 4.3% CBS 0.9% 1941 CSN is founded VICUNHA 51.4% 1946 Operational start-up 0.7% BNDESPAR 1974/1989 3 Expansions in
More informationInvestor Presentation February PKD (NYSE) Rig 273 Alaska
Investor Presentation February 08 PKD (NYSE) Rig 73 Alaska Forward-Looking Statements Caution The following presentation contains certain statements that may be deemed to be forwardlooking statements within
More informationVale Sohar: strategically located to support the growth of the region
Dubai, UAE 8-10 December, 2014 Vale Sohar: strategically located to support the growth of the region 18 th Middle East Iron & Steel Conference Sergio Espeschit - Commercial and Operational Director of
More informationGlobal Trends & Perspectives for Sugar
Global Trends & Perspectives for Sugar Plinio Nastari DATAGRO UNITED STATES DEPARTMENT OF AGRICULTURE WORLD AGRICULTURAL OUTLOOK FORUM February 19-20, 2015 Crystal Gateway Marriott Hotel, Arlington, Virginia
More informationHAMBURGER HAFEN UND LOGISTIK AG COMPANY PRESENTATION
HAMBURGER HAFEN UND LOGISTIK AG COMPANY PRESENTATION UniCredit German Investment Conference Munich, 28 September 2011 Hamburger Hafen und Logistik AG DISCLAIMER The facts and information contained herein
More informationAlumina Refining Under Review Analysis of Global Supply and Demand
Alumina Refining Under Review Analysis of Global Supply and Demand 2015 Metal Bulletin International Aluminium Conference Simon Storesund, SVP Commercial, B&A 23 September 2015 (1) Cautionary note Certain
More informationHAMBURGER HAFEN UND LOGISTIK AG INVESTOR PRESENTATION
HAMBURGER HAFEN UND LOGISTIK AG INVESTOR PRESENTATION Commerzbank German Investment Seminar - New York City, January 2012 Hamburger Hafen und Logistik AG DISCLAIMER The facts and information contained
More informationEMERGING MARKETS FOREIGN DIRECT INVESTMENT STRATEGIES: NEW PATHWAYS TO GREEN GROWTH. Berlin, September 15 th 2014
EMERGING MARKETS FOREIGN DIRECT INVESTMENT STRATEGIES: NEW PATHWAYS TO GREEN GROWTH Investment Opportunities in Brazil Berlin, September 15 th 2014 1 TOPICS BRAZIL: OVERVIEW OPPORTUNITIES 1. ESTIMATED
More informationClick to edit Master title style. TNPA Port Consultative Committee Port of Port Elizabeth Port Performance Report July 2015
Click to edit Master title style TNPA Port Consultative Committee Port of Port Elizabeth Port Performance Report July 2015 CONTENTS 1. Context Slides Port Layout MDS 2. Operations Performance Marine Performance
More informationU.S. Oil Prices Outlook January 2019
U.S. Oil Prices Outlook January 219 Oil Prices OPEC+ decision to reduce output prevented prices from declining further The expiration of import waivers of Iranian oil could have a positive effect on prices
More informationChallenges for an efficient and competitive logistic system, as faced by the biggest iron ore exporter in the world
Challenges for an efficient and competitive logistic system, as faced by the biggest iron ore exporter in the world April, 2015 Giane Zimmer - Logistic Strategy and Management Director Disclaimer This
More informationInstitutional Presentation 1Q17
Institutional Presentation 1Q17 Main Highlights of 1Q17 JSL Consolidated Consolidated Net Revenue of R$1.8 billion in 1Q17 (+17.6% YoY), demonstrating the Company's resilience; Net Revenue from Services
More informationSouthern Copper Corporation November, 2011
Southern Copper Corporation November, 0 0 I. Introduction Management Presenters Presenter Raul Jacob Title CFO - Peruvian Operations & Company Comptroller Corporate Structure 00.0% (*) AMERICAS MINING
More informationFundamental Prospecting - time for another gold rush?
Fundamental Prospecting - time for another gold rush? Dr Adam Kent - Maritime Strategies International (MSI) 30th Annual Marine Money Money Week New York City June 19 th to 21 st 2017 Agenda Fundamental
More informationFundamental Prospecting - time for another gold rush?
Fundamental Prospecting - time for another gold rush? Dr Adam Kent - Maritime Strategies International (MSI) 30th Annual Marine Money Money Week New York City June 19 th to 21 st 2017 Agenda Fundamental
More informationA SHIPPING LINE PERSPECTIVE OCTOBER 2018
A SHIPPING LINE PERSPECTIVE OCTOBER 2018 Pleased to meet you 2 DOMINGOS SILVA JUNIOR Brazilian from Santa Catarina Nearly 20 years with Maersk Recent Roles Panama 2018 Head of Port Optimization and Husbandry
More informationAn overview of global cement sector trends
An overview of global cement sector trends Insights from the Global Cement Report 1 th Edition XXX Technical Congress FICEM-APCAC 2 September, 213 Lima, Peru Thomas Armstrong International Cement Review
More informationPRESS RELEASE. GE Shipping H1FY12 consolidated Net Profit at Rs cr GE Shipping H1FY12 standalone Net Profit at Rs cr
PRESS RELEASE GE Shipping H1FY12 consolidated Net Profit at Rs.189.9 cr GE Shipping H1FY12 standalone Net Profit at Rs.104.46 cr The Board of Directors of The Great Eastern Shipping Company Ltd. (G E Shipping)
More informationMember of DP World Group
Member of DP World Group P&O Repasa is a member of the Maritime Services Division of the diversified global marine group, the Dubai based DP World. As a group, we operate multiple yet related businesses
More informationUsiminas Results 1Q13
Usiminas Results 1Q13 Apresentação Usiminas 2T11 - APIMEC Information Classification: Public 2 Agenda Clique para Profile editar o and texto Markets mestre Usiminas and its Business Units Operational Improvement
More informationLehman Brothers T Conference San Francisco. Craig DeYoung, Vice President Investor Relations December 9, 2004
Lehman Brothers T4 2004 Conference San Francisco Craig DeYoung, Vice President Investor Relations December 9, 2004 Safe Harbor Safe Harbor Statement under the U.S. Private Securities Litigation Reform
More informationInsert Cover Image using Slide Master View Do not distort. Container Logistics (CFS & ICD) Market India
Insert Cover Image using Slide Master View Do not distort Container Logistics (CFS & ICD) Market India February 2015 Executive Summary Market Container cargo traffic is expected to grow substantially at
More informationPort of Ngqura PCC CAPEX PROGRAM
Port of Ngqura PCC CAPEX PROGRAM Presented By: Nompumelelo Dweba Date: May 2013 1 Market Demand Strategy CONTENTS Port of Ngqura Strategy & MDS VALUES Port Development Framework : Current & Short Term
More informationRESULTS Presentation 3Q2017. November 9 th, 2017
RESULTS Presentation 3Q2017 November 9 th, 2017 DISCLAIMER This presentation provides general information about Sociedad Matriz SAAM S.A. ( SMSAAM ) and related companies. It consists of summarized information
More informationBrazilian Infrastructure Development
Competiveness Agenda Ludmilla Corkey July 11, 2011 Agenda Brazilian Infrastructure Development Context Main drivers Public Policies REPETRO Local Content Industry Actions Global competitiveness Classification:
More information3 Offshore logistics system to support exploration and production
3 Offshore logistics system to support exploration and production operations Offshore Exploration and Production (E&P) operations are supported by a logistics and service system, which requires a large
More informationHighlights. 3Q18 Trading Update
11 Oct 218 Highlights 3Q18 Trading Update 1 PB Daily TCE Earnings in 3Q Improved by 24% and 3% Handysize and Supramax freight market indices reached their highest 3Q levels since 211, and our average Handysize
More informationWATER & WASTEWATER PLATFORM
WATER & WASTEWATER PLATFORM Presenter: Thomas E. Vossman WATER & WASTEWATER Thomas E. Vossman President, Insituform Technologies 134 Water & Wastewater Platform Water & Wastewater Cured-in-Place Pipe Potential
More informationQ /11/17. Jon Skule Storheill. Øyvind Ryssdal
Q3 2017 Jon Skule Storheill Øyvind Ryssdal 17/11/17 www.awilcolng.no - 1 - Disclaimer This presentation may include certain forward-looking statements, forecasts, estimates, predictions, influences and
More informationConference Call Presentation Fourth Quarter 2016 Results. March 10th, 2017
Conference Call Presentation Fourth Quarter 2016 Results 1 March 10th, 2017 Disclaimer This presentation provides general information about Sociedad Matriz SAAM S.A. ( SMSAAM ) and related companies. It
More informationSamsung Heavy Industries
Samsung Heavy Industries March 2011 Contents Company Overview Global Markets Future Strategy Stena Drillmax (219m 42m 19) HEAVY INDUSTRIES Company Overview Business Highlights Order & Backlog Risk Management
More informationFeed Grain Outlook. May 26, 2017 Volume 26, Number 29. Today s Newsletter Market Situation Crop Progress 1
Today s Newsletter Market Situation Crop Progress 1 Grain Use 1 Outside Markets 5 Marketing Strategies Seasonality 7 2017 Feed Grain Marketing Plan 7 Upcoming Reports/Events 9 Market Situation Crop Progress.
More informationBrazilian Copper & Scrap Industry overview. June 2 nd, 2014
Brazilian Copper & Scrap Industry overview June 2 nd, 2014 1 Disclaimer and Forward-looking Statements This presentation may contain certain forward-looking statements and information relating to Paranapanema
More informationFinancial Report for FY (April 2016 March 2017)
Financial Report for FY2017.3 (April 2016 March 2017) April 2017 Osaka Gas Co., Ltd. 1 I. Business Results for FY2017.3 and Forecasts for FY2018.3 Management information is available on Osaka Gas websites.
More informationThe Basics of the Tanker Shipping Market
The Basics of the Tanker Shipping Market This year s special report focuses on the key drivers and influences on the crude tanker market. The aim is to provide some basic market background and explain
More informationsecond QUARTER 2016 July 19, 2016
second QUARTER 2016 July 19, 2016 HELENA NORRMAN Senior Vice President Chief Marketing and Communications Officer SECOND QUARTER 2016 July 19, 2016 This presentation contains forward-looking statements.
More informationYara International ASA SEB Investment Grade seminar
Yara International ASA SEB Investment Grade seminar 24 Aug 2017 Thor Giæver, Investor Relations Safe operations is our first priority 4,5 4,0 TRI (Total recordable injuries 12-month rolling) 1 3,5 3,0
More information2016 Annual Results. Orient Overseas (International) Limited. March 2017
2016 Annual Results Orient Overseas (International) Limited March 2017 Disclaimer The information provided is for reference only and includes data obtained from sources provided by the relevant information
More informationIntroducing Natural Gas in the Brazilian Energy Matrix
Introducing Natural Gas in the Brazilian Energy Matrix Oscar Prieto President and CEO - Comgás Houston November 15, 2000 Gas Background in Brazil 1854 The first gas company was founded in Rio de Janeiro,
More informationNASF 2015 Pareto Investor & Finance Seminar
Nourishing the future NASF 2015 Pareto Investor & Finance Seminar Andrés Lyon CEO Multiexport Foods S.A. Bergen, March 5th, 2015 Multiexport Foods S.A. at a glance One of the Leading Companies in the Chilean
More informationBen Pearcy Managing Director, Sugar & Bioenergy and Chief Development Officer, Bunge Limited September 23, Bunge Investor Day
Sugar & Bioenergy Ben Pearcy Managing Director, Sugar & Bioenergy and Chief Development Officer, Bunge Limited September 23, 2010 Bunge Investor Day Profile 1 We are building the business through a combination
More informationAlumina in focus Supply, Demand and Pricing
Alumina in focus Supply, Demand and Pricing 2015 Metal Bulletin B&A Conference Simon Storesund, SVP Commercial, B&A 26 February 2015 (1) Cautionary note Certain statements included within this announcement
More informationVivo Investor Day Unique combination of Value and Growth
Vivo Investor Day Unique combination of Value and Growth Eduardo Navarro CEO New York March 12 th 2018 Disclaimer This presentation may contain forwardlooking statements concerning future prospects and
More informationFertilizers in Brazil New opportunities
Third International Conference on Slow- and Controlled- Release and Stabilized Fertilizers Fertilizers in Brazil New opportunities Rio de Janeiro March, 213 Index 1. Brazilian Agriculture Fertilizer Market;
More informationFor personal use only
Annual General Meeting 21 May 2013 - Melbourne Western Australia 2013 Boart Longyear. All rights reserved. Important Notice and Disclaimer This presentation has been prepared by Boart Longyear Limited,
More informationSAAM IN ECUADOR. June 13, 2017
SAAM IN ECUADOR June 13, 2017 DISCLAIMER This presentation provides general information about Sociedad Matriz SAAM S.A. ( SMSAAM ) and related companies. It consists of summarized information and does
More informationFERRY SHIPPING AND LOGISTICS. DFDS Group Overview
FERRY SHIPPING AND LOGISTICS DFDS Group Overview September 2017 Disclaimer The statements about the future in this announcement contain risks and uncertainties. This entails that actual developments may
More informationXVII Analyst & Investor Tour New paths for mining
XVII Analyst & Investor Tour New paths for mining September 2017 1 This presentation may include statements that present Vale s expectations about future events or results. All statements, when based upon
More informationNon-consolidated Forecast of Income <1>
Supplementary Materials, Financial Results for Nine Months Ended December 31, 20 Non-consolidated Forecast of Income FY Forecast FY Forecast Change Current Previous (in Oct.) (A) (B) (A)-(B) Operating
More informationTrade Report. Maersk Group. Optimism Over Brazil Growth in 2017 Timid BRAZIL Q4 2016
Maersk Group Trade Report 2016 BRAZIL Optimism Over Brazil Growth in 2017 Timid Capacity to remain unchanged during the whole year Exports to struggle amid lack of space and equipment Carriers costs increasing,
More informationBUILDING AN INDEPENDENT TRANSPORT CHAIN NORILSK NICKEL
BUILDING AN INDEPENDENT TRANSPORT CHAIN NORILSK NICKEL Alexey Tyukavin MINING AND METALLURGICAL COMPANY NORILSK NICKEL NORILSK NICKEL is Russia s leading mining company and the world s largest producer
More informationResults 2Q15_. Investor Relations Telefônica Brasil S.A. July, Investor Relations Telefônica Brasil S.A.
Results _ July, 2015. Disclaimer For the first time, in this quarter we are presenting pro forma numbers combining Telefônica Brasil and GVT results for all financial and operational indicators. For a
More informationInstitutional Presentation
Institutional Presentation Disclaimer Certain statements in this presentation may constitute forward-looking statements. Such statements are subject to known and unknown risks and uncertainties that could
More informationAnalyst Meeting PT Elnusa Tbk November
Analyst Meeting PT Elnusa Tbk November 2017 www.elnusa.co.id 9M 17 Financial Highlight INCOME STATEMENT 9M16 9M17 % Change Revenue 2.524 100% 3.321 100% 31,6% Cost of Revenue 2.094 83% 2.987 90% 42,6%
More informationThe Great Eastern Shipping Co. Ltd. Business & Financial Review April 2010
The Great Eastern Shipping Co. Ltd. Business & Financial Review April 2010 1 Forward Looking Statements Except for historical information, the statements made in this presentation constitute forward looking
More informationAgenda. Overview 2Q10 - Highlights Business Units
August 2010 2Q10 Agenda Overview 2Q10 - Highlights Business Units 2 Agenda Overview 2Q10 - Highlights Business Units 3 Usiminas Complete solution of services and value added products through its Business
More informationCompany Presentation. August 2018
Company Presentation August 2018 DISCLAIMER This presentation provides general information about Sociedad Matriz SAAM S.A. ( SMSAAM ) and related companies. It consists of summarized information and does
More informationMINING. September 2008
MINING September 2008 Location Serra Azul 2 Location and Logistics Belo Horizonte Conceição do Mato Dentro Itabira Sabará Ipatinga EFVM ES Itaúna Mining Jeceaba Mariana Mineroduto Anchieta Vitória Port
More informationWelcome to the 24 th Annual General Meeting of Shareholders. Mannheim, Germany May 25, 2011
Welcome to the 24 th Annual General Meeting of Shareholders Mannheim, Germany May 25, 2011 Hasso Plattner Chairman of the Supervisory Board, SAP AG Bill McDermott Co-CEO, SAP AG A Clear Vision Make the
More informationIAF Advisors Energy Market Outlook Kyle Cooper, (713) , October 31, 2014
IAF Advisors Energy Market Outlook Kyle Cooper, (713) 722 7171, Kyle.Cooper@IAFAdvisors.com October 31, 2014 Price Action: The December contract rose 17.5 cents (4.7%) to $3.873 on a 33.3 cent range. Price
More informationCompanhia Vale do Rio Doce. Reaping the fruits of the long cycle
Companhia Vale do Rio Doce Reaping the fruits of the long cycle Rio de Janeiro, August 25, 2005 Disclaimer This presentation may contain statements that express management s expectations about future events
More informationPanalpina a leading global Supply Chain Management company
Bad Ragaz, 14 th January 2010 Helvea Swiss Equities Conference Panalpina a leading global Supply Chain Management company 14 th January 2010 2 Disclaimer Investing in the shares of Panalpina World Transport
More informationINSTITUTIONAL PRESENTATION JUNE/2016
INSTITUTIONAL PRESENTATION JUNE/2016 DISCLAIMER The information contained in this presentation and any forward-looking statements that may be made during the conference call, related to business outlook,
More information