{ "schemaVersion": "deck-intelligence.v1", "id": "019de517-948f-7403-9820-4d8cdef64894", "slug": "a54f6c28eed665a62de9db197b4fd553", "title": "AngloAmerican | Investor Presentation Deck | 40 slides", "subtitle": "AngloAmerican · 2023-12", "author": "AngloAmerican", "date": "2023-12-01 00:00:00", "pageCount": 40, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de517-948f-7403-9820-4d8cdef64894", "slug": "a54f6c28eed665a62de9db197b4fd553", "title": "AngloAmerican | Investor Presentation Deck | 40 slides", "rawTitle": "AngloAmerican | Investor Presentation Deck | 40 slides", "authorId": "angloamerican", "authorName": "AngloAmerican", "authorDisplay": "AngloAmerican", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-12__angloamerican__investor-pres__a54f6c28.pdf", "sourceUrl": "https://www.slidebook.io/company/angloamerican/presentation/a54f6c28eed665a62de9db197b4fd553/", "sourceDate": "2023-12-08 00:00:00", "presentationDate": "2023-12-01 00:00:00", "ingestedAt": "2026-05-01 19:50:21.159514+00", "status": "ready", "pageCount": 40, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-12__angloamerican__investor-pres__a54f6c28", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": "investor-presentation", "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 40, "pagesIndexed": 40, "pagesWithImages": 40, "pagesWithMetadata": 40, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 227, "chartCount": 25, "metricSlides": 0, "toolMatches": 12, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "3af31a60-c9a5-42b0-b6df-2e767db23a45", "evidence": "The presentation follows a clear problem-agitate-solution structure, highlighting challenges and proposing solutions to unlock value.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:13:33.982198+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 7, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Problem", "beatId": "9012afa6-7f68-4f9a-a62b-f29c98decbd6", "matchId": "3af31a60-c9a5-42b0-b6df-2e767db23a45", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The company identifies the need to enhance returns.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. 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Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 24, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 24, "name": "Business Model", "beatId": "2fc0d435-fe9f-4e76-b8e9-be261a295851", "matchId": "3af31a60-c9a5-42b0-b6df-2e767db23a45", "beatType": { "name": "Business Model", "slug": "sequoia-pitch-business-model", "status": "active", "canonId": "019dd9b8-22f4-768a-8822-31509f575122", "version": 1, "description": null }, "evidence": "The company highlights its high-quality portfolio.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 25, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 25, "name": "Market Size", "beatId": "13852f02-dd55-48f3-90dc-c61d4d12f79d", "matchId": "3af31a60-c9a5-42b0-b6df-2e767db23a45", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The company discusses growth options in copper and crop nutrients.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). 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"or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a12574f2-9bfa-4709-85ee-2cfe2ca2ddef", "evidence": "list/bullet: Targeting significant & sustainable improvement in all-in-sustaining costs", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:57:43.050338+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4e305013-ffd2-47a5-81aa-3ab361f40ff1", "evidence": "list/bullet: PGMs positioned for consumer recovery", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:57:43.137064+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f94a06ab-e82b-4854-8605-2fabcc1a9f9a", "evidence": "list/bullet: Streamlining business to position for price rebound: ~$0.1bn overhead savings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:57:43.222053+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d0a444d9-63a3-4438-a1fe-befa03634aff", "evidence": "list/bullet: Modern & sustainable", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:57:43.306544+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. 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These forward-looking statements speak only as of the date of this document. Anglo American expressly disclaims any obligation or undertaking (except as required by applicable law, the City Code on Takeovers and Mergers, the UK Listing Rules, the Disclosure and Transparency Rules of the Financial Conduct Authority, the Listings Requirements of the securities exchange of the JSE Limited in South Africa, the SIX Swiss Exchange, the Botswana Stock Exchange and the Namibian Stock Exchange and any other applicable regulations) to release publicly any updates or revisions to any forward-looking statement contained herein to reflect any change in Anglo American's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "227290cb-d89f-4791-b8f8-2ee3239901f4", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.441, "x": 0.533, "y": 0.63 }, "kind": "disclaimer", "text": "No Investment Advice\nThis document has been prepared without reference to your particular investment objectives, financial situation, taxation position and particular needs. It is important that you view this document in its entirety. If you are in any doubt in relation to these matters, you should consult your stockbroker, bank manager, solicitor, accountant, taxation adviser or other independent financial adviser (where applicable, as authorised under the Financial Services and Markets Act 2000 in the UK, or in South Africa, under the Financial Advisory and Intermediary Services Act 37 of 2002 or under any other applicable legislation).", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2578897a-2dad-4ff6-8a7c-6395dfd14be9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.044, "y": 0.274 }, "kind": "disclaimer", "text": "This document is for information purposes only and does not constitute, nor is to be construed as, an offer to sell or the recommendation, solicitation, inducement or offer to buy, subscribe for or sell shares in Anglo American or any other securities by Anglo American or any other party. Further, it should not be treated as giving investment, legal, accounting, regulatory, taxation or other advice and has no regard to the specific investment or other objectives, financial situation or particular needs of any recipient.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28c6245c-4d9e-4d5b-a4fe-9a20dd777aa7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.47, "x": 0.044, "y": 0.361 }, "kind": "disclaimer", "text": "No representation or warranty, either express or implied, is provided, nor is any duty of care, responsibility or liability assumed, in each case in relation to the accuracy, completeness or reliability of the information contained herein. None of Anglo American or each of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this material or otherwise arising in connection with this material.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74f5850c-f36c-4cb3-98ae-af80e423915c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.441, "x": 0.533, "y": 0.33 }, "kind": "disclaimer", "text": "Nothing in this document should be interpreted to mean that future earnings per share of Anglo American will necessarily match or exceed its historical published earnings per share. Certain statistical and other information included in this document is sourced from third party sources (including, but not limited to, externally conducted studies and trials). As such it has not been independently verified and presents the views of those third parties, but may not necessarily correspond to the views held by Anglo American and Anglo American expressly disclaims any responsibility for, or liability in respect of, such information.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7726c308-9811-4057-957a-ca9ea32f0b95", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.441, "x": 0.533, "y": 0.42 }, "kind": "disclaimer", "text": "Group terminology\nIn this document, references to \"Anglo American\", the \"Anglo American Group\", the \"Group\", \"we\", \"us\", and \"our\" are to refer to either Anglo American plc and its subsidiaries and/or those who work for them generally, or where it is not necessary to refer to a particular entity, entities or persons. The use of those generic terms herein is for convenience only, and is in no way indicative of how the Anglo American Group or any entity within it is structured, managed or controlled. Anglo American subsidiaries, and their management, are responsible for their own day-to-day operations, including but not limited to securing and maintaining all relevant licences and permits, operational adaptation and implementation of Group policies, management, training and any applicable local grievance mechanisms. Anglo American produces group-wide policies and procedures to ensure best uniform practices and standardisation across the Anglo American Group but is not responsible for the day to day implementation of such policies. Such policies and procedures constitute prescribed minimum standards only. Group operating subsidiaries are responsible for adapting those policies and procedures to reflect local conditions where appropriate, and for implementation, oversight and monitoring within their specific businesses.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc65d828-355b-4aa9-baa4-522d5a5126e8", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.441, "x": 0.533, "y": 0.74 }, "kind": "disclaimer", "text": "Alternative Performance Measures\nThroughout this document a range of financial and non-financial measures are used to assess our performance, including a number of financial measures that are not defined or specified under IFRS (International Financial Reporting Standards), which are termed 'Alternative Performance Measures' (APMs). Management uses these measures to monitor the Group's financial performance alongside IFRS measures to improve the comparability of information between reporting periods and business units. These APMs should be considered in addition to, and not as a substitute for, or as superior to, measures of financial performance, financial position or cash flows reported in accordance with IFRS. APMs are not uniformly defined by all companies, including those in the Group's industry. Accordingly, it may not be comparable with similarly titled measures and disclosures by other companies.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d305b4e3-1b9d-48ee-8b8f-3fdd14ef0142", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.044, "y": 0.177 }, "kind": "disclaimer", "text": "Disclaimer: This document has been prepared by Anglo American plc (\"Anglo American\") and comprises the written materials/slides for a presentation concerning Anglo American. By attending this presentation and/or reviewing this document you agree to be bound by the following conditions. The release, presentation, publication or distribution of this document, in whole or in part, in certain jurisdictions may be restricted by law or regulation and persons into whose possession this document comes should inform themselves about, and observe, any such restrictions.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d84bdebf-3043-4e1e-8415-e1c9ace1552b", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.93, "x": 0.044, "y": 0.63 }, "kind": "disclaimer", "text": "Such forward-looking statements are based on numerous assumptions regarding Anglo American's present and future business strategies and the environment in which Anglo American will operate in the future. Important factors that could cause Anglo American's actual results, performance or achievements to differ materially from those in the forward-looking statements include, among others, levels of actual production during any period, levels of global demand and commodity market prices, unanticipated downturns in business relationships with customers or their purchases from Anglo American, mineral resource exploration and project development capabilities and delivery, recovery rates and other operational capabilities, safety, health or environmental incidents, the effects of global pandemics and outbreaks of infectious diseases, the impact of attacks from third parties on our information systems, natural catastrophes or adverse geological conditions, climate change and extreme weather events, the outcome of litigation or regulatory proceedings, the availability of mining and processing equipment, the ability to obtain key inputs in a timely manner, the ability to produce and transport products profitably, the availability of necessary infrastructure (including transportation) services, the development, efficacy and adoption of new or competing technology, challenges in realising resource estimates or discovering new economic mineralisation, the impact of foreign currency exchange rates on market prices and operating costs, the availability of sufficient credit, liquidity and counterparty risks, the effects of inflation, terrorism, war, conflict, political or civil unrest, uncertainty, tensions and disputes and economic and financial conditions around the world, evolving societal and stakeholder requirements and expectations, shortages of skilled employees, unexpected difficulties relating to acquisitions or divestitures, competitive pressures and the actions of competitors, activities by courts, regulators and governmental authorities such as in relation to permitting or forcing closure of mines and ceasing of operations or maintenance of Anglo American's assets and changes in taxation or safety, health, environmental or other types of regulation in the countries where Anglo American operates, conflicts over land and resource ownership rights and such other risk factors identified in Anglo American's most recent Annual Report.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f82f2efa-1f26-4b1c-be9f-c5304645b8b2", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.47, "x": 0.044, "y": 0.44 }, "kind": "disclaimer", "text": "Forward-looking statements and third party information\nThis document includes forward-looking statements. All statements other than statements of historical facts included in this document, including, without limitation, those regarding Anglo American's financial position, business, acquisition and divestment strategy, dividend policy, plans and objectives of management for future operations, prospects and projects (including development plans and objectives relating to Anglo American's products, production forecasts and Ore Reserve and Mineral Resource positions) and sustainability performance related (including environmental, social and governance) goals, ambitions, targets, visions, milestones and aspirations, are forward-looking statements. By their nature, such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Anglo American or industry results to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:10.295+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9717d50-1d6b-49e0-8bc1-e1019ddbcf5a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.441, "x": 0.533, "y": 0.88 }, "kind": "source-note", "text": "©Anglo American Services (UK) Ltd 2023. 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Data relates to subsidiaries and joint operations over which Anglo American has management control. Data excludes results from De Beers' joint operations in Namibia and Botswana.\n2. Total Recordable Injury Frequency Rate per million hours worked. YTD 2023 is the 11 months to November.\n3. 2021 fatalities was previously restated as a colleague tragically passed away in 2022 following complications after an accident in 2021. YTD 2023 YTD is the 11 months to November.\n4. Copper equivalent production is calculated including the equity share of De Beers' production and using long-term consensus parameters. Future production levels (~2035) are indicative and subject to further studies and final approval, see Cautionary Statement slide.\n5. Capex savings in 2023-2025 calculated against most recently published guidance. 2026 capex saving of ~$0.4bn is versus previous budget.\n6. Life of Asset including Inferred Mineral Resources. Reserve Life is 27 years.\n7. Relative to comparable fertiliser products.\n8. Copper equivalent unit costs are shown on nominal terms and calculated as the total USD cost base divided by copper equivalent production.\n9. 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. Long-term sustaining capex guidance is shown on a 2023 real basis. Refer to appendix for more details.\n10. Underlying ETR is highly dependent on a number of factors, including the mix of profits and any corporate tax reforms impacting the countries where we operate, and may vary from guidance.\n11. Refer to appendix slide 33 for production guidance footnotes for each business.\n12. Refer to appendix slide 34 for unit costs guidance footnotes for each business.\n13. Life of Asset years are stated as at 31 December 2022. Life of Asset (LOA) is the scheduled extraction period in years for the total Ore Reserves and Inferred Mineral Resources in the approved Life of Asset Plan. For most assets the Life of Asset is the same as the disclosed 2022 Reserve Life, with the exception of; Collahuasi (Reserve Life is 84 years), Grosvenor (Reserve Life is 14 years), Mogalakwena (Reserve Life is 18 years, constrained to the Mining Right period) and Woodsmith (Reserve Life is 27 years). The Life of Asset shown for Namibia relates to the Namdeb Holdings – Offshore operation (Atlantic 1 (MM)).\n14. 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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. Long-term sustaining capex guidance is shown on a 2023 real basis.\n2. Underlying ETR is highly dependent on a number of factors, including the mix of profits and any corporate tax reforms impacting the countries where we operate, and may vary from guidance.\n3. Attributable share of Collahuasi desalination capex at 44%.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:12.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f067c17c-70cd-441d-a82b-55b4968faed2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.91, "x": 0.04, "y": 0.17 }, "kind": "table", "text": "Copper: 664 kt (2022), ~825 kt (2023F), 730-790 kt (2024F), 690-750 kt (2025F), 760-820 kt (2026F)\nNickel: 40 kt (2022), ~40 kt (2023F), 36-38 kt (2024F), 35-37 kt (2025F), 35-37 kt (2026F)\nPlatinum Group Metals: 4.0 Moz (2022), ~3.8 Moz (2023F), 3.3-3.7 Moz (2024F), 3.0-3.4 Moz (2025F), 3.0-3.4 Moz (2026F)\nDiamonds: 35 Mct (2022), ~32 Mct (2023F), 29-32 Mct (2024F), 30-33 Mct (2025F), 32-35 Mct (2026F)\nIron Ore: 59 Mt (2022), 59-60 Mt (2023F), 58-62 Mt (2024F), 57-61 Mt (2025F), 58-62 Mt (2026F)\nSteelmaking Coal: 15 Mt (2022), ~16 Mt (2023F), 15-17 Mt (2024F), 17-19 Mt (2025F), 18-20 Mt (2026F)", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:12.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9ab118c-abde-4790-9d4a-b461b01cfb97", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.39, "x": 0.04, "y": 0.09 }, "kind": "title", "text": "Production outlook", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:12.785+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "997dcc99-6158-4bc9-88f0-f21b19980cd4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "62447407-1a63-419a-9e9f-4719f992ec0e", "evidence": "table/data: Copper: 664 kt (2022), ~825 kt (2023F), 730-790 kt (2024F), 690-750 kt (2025F), 760-820 kt (2026F)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:57:57.132774+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 4, "textChars": 3294, "nDataPoints": 60, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:22:16.284+00", "seconds": 7.13, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-948f-7403-9820-4d8cdef64894/33", "deck": "/decks/019de517-948f-7403-9820-4d8cdef64894", "deckAnchor": "/decks/019de517-948f-7403-9820-4d8cdef64894#slide-33", "deckJson": "/decks/019de517-948f-7403-9820-4d8cdef64894.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.116, "x": 0.048, "y": 0.954 }, "kind": "source-note", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:16.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b4361e4-f439-479e-8e37-9bb136b13f9a", "parentComponentId": null }, { "bbox": { "h": 0.253, "w": 0.908, "x": 0.048, "y": 0.699 }, "kind": "source-note", "text": "1. Copper business unit only. On a contained-metal basis. Total copper is the sum of Chile and Peru. In 2023, Chile production is lower due to unfiltered concentrate build at Collahuasi expected to unwind in 2024, and operational issues at El Soldado. Chile 2023 sales volumes will be lower than production, impacted by recent port closures due to high-swells and moisture levels. Chile guidance for the next three years is impacted by lower production at Los Bronces due to lower grades and ore hardness with one of the two processing plants being put on care & maintenance in 2024, as well as the impact of a revised mine plan at El Soldado. In 2025, grades decline at all operations in Chile. In 2026, production benefits from improved grades at Collahuasi. Production guidance in Chile for H2 2024 and 2025 is subject to water availability. Peru production is impacted by a revised mine plan to safely navigate a known geotechnical fault line. 2. Nickel operations in Brazil only. The Group also produces approximately 20kt of nickel on an annual basis as a co-product from the PGM operations. Nickel production is impacted by declining grades. 3. 5E + gold produced metal in concentrate (M&C) ounces. Includes own mined production and purchased concentrate (POC) volumes - please see split in above table. The average M&C split by metal is Platinum: ~45%, Palladium: ~35% and Other: ~20%. Metal in concentrate production from own mined remains broadly at current levels (excluding Kroondal), but POC volumes will be lower as POC agreements reach their contractual conclusion. Kroondal is expected to move from 100% third-party POC to a toll arrangement (3E metals) at the end of H1 2024. In 2025, the Siyanda POC contract will transition to a tolling arrangement (3E metals). At the end of 2026, the Sibanye-Stillwater toll agreement concludes (impacting POC due to the minor metal volumes retained). 4. Production on a 100% basis except for the Gahcho Kué joint operation, which is on an attributable 51% basis. Venetia continues to transition to underground operations with full production ramp-up expected over the next few years. 2026 production benefits from an expansion at the Gahcho Kué joint operation. 5. Total iron ore is the sum of Kumba and Minas-Rio on a wet basis. 6. Production excludes thermal coal by-product and reflects the challenging operating environment of the longwalls due to the gas, depth and strata as well as safety operating protocols. 7. 5E + gold produced refined ounces. Includes own mined production and POC volumes. Subject to the impact of Eskom load-curtailment. 8. Volumes are reported as wet metric tonnes (wmt). Product is shipped with ~1.6% moisture and subject to the third-party rail and port performance. Production is impacted by third-party rail & port availability and performance, and the UHDMS plant remains under review and is not captured in guidance. 9. Volumes are reported as wet metric tonnes (wmt). Product is shipped with ~9% moisture. Pipeline inspections impact 2020 and 2025 volumes.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:16.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc630451-3772-41f2-8405-ef872fca51d3", "parentComponentId": null }, { "bbox": { "h": 0.48, "w": 0.91, "x": 0.045, "y": 0.17 }, "kind": "table", "text": "Copper, Platinum Group Metals - M&C by source, Platinum Group Metals - Refined, Iron Ore (Kumba), Iron Ore (Minas-Rio) production outlook from 2022 to 2026F, with units in kt, Moz, and Mt.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 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"description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "057b8873-7197-4385-aec9-64c4bea33007", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.29, "x": 0.655, "y": 0.18 }, "kind": "chart", "text": "PGMs ($/PGM oz)2: 2022: 937, 2023F: ~980 (prev.~1,000), 2024F (new): ~920 (-6% change)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3542cc9e-942a-4721-8fc7-cbf98715fd5e", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.29, "x": 0.045, "y": 0.48 }, "kind": "chart", "text": "De Beers ($/ct)3: 2022: 59, 2023F: ~75, 2024F (new): ~80 (+7% change)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "360ef096-fe18-40fc-9e79-56e5bcbab188", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.29, "x": 0.35, "y": 0.18 }, "kind": "chart", "text": "Nickel (C1 c/lb): 2022: 513, 2023F: ~560, 2024F (new): ~600 (+7% change)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f325871-ea9e-493a-939e-b56c9a07e41c", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.29, "x": 0.655, "y": 0.48 }, "kind": "chart", "text": "Steelmaking Coal ($/t)5: 2022: 107, 2023F: ~115 (prev.~105), 2024F (new): ~115 (0% change)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb121622-1e34-486d-8d7e-a7aca710494d", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.29, "x": 0.045, "y": 0.18 }, "kind": "chart", "text": "Copper (C1 c/lb)1: 2022: 154, 2023F: ~165, 2024F (new): ~157 (-5% change); Chile: ~200 (prev.~205), Peru: ~110 (prev.~100) for 2023F; Chile: ~190, Peru: ~110 for 2024F", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eba4f1d1-5735-4f0d-824b-0f5d425d1574", "parentComponentId": null }, { "bbox": { "h": 0.101, "w": 0.909, "x": 0.045, "y": 0.858 }, "kind": "list", "text": "1. The total copper unit cost is the weighted average of Copper Chile and Copper Peru based on actual production or the mid-point of production guidance. 2023F unit cost guidance for Chile is revised reflecting the weaker Chilean peso and Peru is revised due to lower production volumes.\n2. Unit cost is per own mined 5E + gold PGMs metal in concentrate ounce. The revision to 2023F unit cost reflects the weaker South African rand.\n3. De Beers unit cost is based on De Beers' share of production. Step-up in 2023F and 2024F unit cost is primarily driven by change in production mix, as Venetia transitions to underground operations and delivers a lower carat profile during ramp-up.\n4. Wet basis. Total iron ore unit cost is the weighted average of Kumba and Minas-Rio based on actual production or the mid-point of production guidance. The revision to Kumba 2023F unit cost reflects the weaker South African rand.\n5. Steelmaking Coal FOB/t unit cost comprises of managed operations and excludes royalties and study costs. The revision to 2023F unit cost reflects lower production volumes.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f5bc8fa-3790-4467-8e40-871833075fd6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.909, "x": 0.045, "y": 0.79 }, "kind": "paragraph", "text": "Spot FX rates used for 2024F costs: ~850 CLP:USD, ~3.7 PEN:USD, ~5.0 BRL:USD, ~19 ZAR:USD, ~1.5 AUD:USD", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:17.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1e2f95f-e4e8-490e-add0-7ae766ee0283", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.909, "x": 0.045, "y": 0.835 }, "kind": "source-note", "text": "Note: Unit costs exclude royalties, depreciation and include direct support costs only. FX rates used for Q4 2023 costs were: ~900 CLP:USD, ~3.9 PEN:USD, ~5.0 BRL:USD, ~19 ZAR:USD, ~1.6 AUD:USD.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Woodsmith) 2024F ~5.7 (previously 6.3-6.8, incl. Woodsmith) 2025F ~5.7 (previously 5.8-6.3, incl. Woodsmith) 2026F ~5.3 Long-term¹", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:14.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "201f3ec4-3157-457e-b27b-cb50021ba94c", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.29, "x": 0.048, "y": 0.18 }, "kind": "paragraph", "text": "Capex (now includes Woodsmith)¹\n$bn", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:14.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4934b06-63e0-47c6-9fa5-3d83cbe0ac71", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.905, "x": 0.048, "y": 0.86 }, "kind": "source-note", "text": "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. Collahuasi desalination capex shown includes related infrastructure. 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. Long-term sustaining capex guidance is shown on a 2023 real basis.\n2. Growth capex includes Woodsmith. 2023 and 2024 Woodsmith capex is approved. 2025 and 2026 includes indicative Woodsmith capex, subject to Board approval.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Leverages the existing Mototolo infrastructure, enabling mining to extend into the Der Brochen Mineral Resource, which extends the LOM beyond 30 years. 3. Attributable share of capex. 100% of production volumes. Capex spend <$0.1bn in certain years therefore not shown on graph above, comprises Jwaneng Cut-9 and Jwaneng underground early access development (EAD). EAD is the first step in enabling the next major lifex project at Jwaneng, following the Cut-9 production phase. Forecast returns relate to the Jwaneng Cut-9 project only. 4. Mogalakwena capex relates to progressing the drilling, twin exploration decline and studies supporting possible future underground operations at Mogalakwena.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:22:16.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f40c7f58-342e-42b9-bff6-d23e861edc99", "parentComponentId": null }, { "bbox": { "h": 0.305, "w": 0.914, "x": 0.045, "y": 0.499 }, "kind": "table", "text": "Capex (pa) Volume (pa) From 1 LOM extension Forecast Returns IRR Margin Venetia Underground (Diamonds) Approved ~$0.2-0.3bn 4Mct 2023 +22 years ~15% ~50% Mototolo - Der Brochen² (PGMs) Approved ~$0.1bn² 0.25Moz PGMs 2024 +30 years2 >20% >30% Jwaneng³ (Diamonds) Approved ~$0.1bn3 9Mct3 2027 +9 years >15% >50% Kolomela (Iron Ore) Approved ~$0.1bn Waste mining rephased, on track to deliver first ore in H1 2024 Mogalakwena (PGMs) 2024 capex approved ~$0.1bn4 Studies ongoing in support of the possible future underground 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