{ "schemaVersion": "deck-intelligence.v1", "id": "019de517-e7f8-7279-8d98-4d74f2a303cc", "slug": "73e8916e02746251b6a0f66c6efec5cd", "title": "AngloAmerican | Results Presentation Deck | 88 slides", "subtitle": "AngloAmerican · 2024-02", "author": "AngloAmerican", "date": "2024-02-01 00:00:00", "pageCount": 88, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de517-e7f8-7279-8d98-4d74f2a303cc", "slug": "73e8916e02746251b6a0f66c6efec5cd", "title": "AngloAmerican | Results Presentation Deck | 88 slides", "rawTitle": "AngloAmerican | Results Presentation Deck | 88 slides", "authorId": "angloamerican", "authorName": "AngloAmerican", "authorDisplay": "AngloAmerican", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-02__angloamerican__results__73e8916e.pdf", "sourceUrl": "https://www.slidebook.io/company/angloamerican/presentation/73e8916e02746251b6a0f66c6efec5cd/", "sourceDate": "2024-02-22 00:00:00", "presentationDate": "2024-02-01 00:00:00", "ingestedAt": "2026-05-01 19:50:42.51288+00", "status": "ready", "pageCount": 88, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-02__angloamerican__results__73e8916e", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": "results", "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 88, "pagesIndexed": 88, "pagesWithImages": 88, "pagesWithMetadata": 88, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 508, "chartCount": 48, "metricSlides": 0, "toolMatches": 38, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 5, "loopMatches": 4, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "evidence": "The document follows a logical structure, starting with an introduction, then detailing operational and financial performance, and finally outlining future plans and priorities.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:14:22.998563+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Situation & Context", "beatId": "965893a4-7baa-46ed-acd3-51c2a8b10dfb", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 56, "from": 55, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "72d37224-668c-4165-afe3-8869c05c5fb6", "evidence": "The document provides a detailed analysis of the challenges and plans for Los Bronces.", "position": 0, "objective": "What are the specific challenges and plans for Los Bronces?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.262532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 82, "from": 79, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "82474fe8-a52e-46cd-857b-3446b02fc712", "evidence": "The presentation outlines AngloAmerican's Sustainable Mining Plan and commitment to reducing emissions.", "position": 1, "objective": "How is AngloAmerican addressing sustainability?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.306336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 17, "from": 16, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "85f15d23-835a-4dcb-8e97-80365c7bf687", "evidence": "The document highlights the significant revenue impact from market weakness in PGMs & De Beers.", "position": 2, "objective": "What are the consequences of not addressing the challenges faced by AngloAmerican?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:23.349444+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 23, "from": 22, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "d3eea82a-e60e-43db-9574-677c5d0b712c", "evidence": "The presentation outlines the company's plans for growth and improvement in various areas.", "position": 3, "objective": "What are AngloAmerican's plans for growth and improvement?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:23.395387+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "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. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "621bc0d0-d65a-4722-9798-2079b0c2a5ff", "evidence": "This is a cover slide with a title, image, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:03.302331+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "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. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e073c105-84cf-411a-a4b4-518053ff0c77", "evidence": "This is a cover slide with a title, image, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:03.801782+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "f72c9c72-6575-4f4a-98d0-c20e9555977d", "evidence": "This slide presents a list of bullet points with key information.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:03.99027+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "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. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f53bd43c-d56c-4ed4-9906-5e540eff889e", "evidence": "This is a cover slide with a title and subtitle.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:04.896341+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5f30b5cb-7fd3-4f48-835b-d06461892bac", "evidence": "chart/waterfall: EBITDA $bn, 2022: 14.5, Price: (4.8), FX: 1.0, CPI: (0.7), Volume & cost: (0.1), Other: 0.1, 2023: 10.0. Inset: PGM: (3.1), SMC: (1.0), De Beers: (0.7), Total: (4.8)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:13.921804+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "903a538b-1b70-4327-921c-d29699bdcaa9", "evidence": "chart/waterfall: EBITDA $bn, 2022: 14.5, Price: (4.8), FX: 1.0, CPI: (0.7), Volume & cost: (0.1), Other: 0.1, 2023: 10.0. Inset: PGM: (3.1), SMC: (1.0), De Beers: (0.7), Total: (4.8)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.125912+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "19240a7c-1c6d-4b27-9e5f-aa97c57a3732", "evidence": "chart/waterfall: Que ramp-up: 1.5, Minas-Rio: 0.3, De Beers: (0.7), Copper Chile: (0.7), PGMs: (0.5), (0.1)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.211783+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3daa2b7a-14de-430b-bb12-4b45945c7897", "evidence": "chart/waterfall: Cash flows $bn 10.0 EBITDA (0.7) Less associates & JVs EBITDA (1.2) Working capital 8.1 Cash flows from operations (2.0) Cash tax (0.7) Net interest (1.0) Distributions to NCIs (4.4) Sustaining capex 0.1", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.462899+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1553d168-747b-4b27-bff5-b3fdb238e193", "evidence": "chart/waterfall: Net debt $bn 6.9 (0.1) 1.3 1.6 0.9 10.6 2022 Sustaining attributable FCF Growth capex 19 Dividends to AA plc shareholders Other 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.549851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "023b90e1-a964-4626-ac7a-65f4875ecb72", "evidence": "The slide contains a list/bullet points with several items, indicating a list presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:00:07.674871+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "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": "76c8814c-ba4d-432d-8a11-eb3d744b94f3", "evidence": "The slide contains a list/bullet points with several items, indicating a list presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:00:08.072646+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "94665f6f-c410-4e97-8c2d-7e9e8145d2a5", "evidence": "The slide contains a chart/bar-vertical that could be a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:08.890442+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "663490bb-9b79-4417-9a3f-5e7f9c47faa7", "evidence": "The slide contains a chart/bar-stacked with clear labeling.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:09.00867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e6e7fe36-9e31-41e1-ac83-0e171369922a", "evidence": "chart/waterfall: Copper (C1 c/lb)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.434171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "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": "9544e27f-9a5a-47b8-80b2-687010a71f66", "evidence": "table/data: Sensitivity analysis – 20231", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.525373+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "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": "7d67317f-3261-4d47-b4bf-602b1d4be1a4", "evidence": "table/data: Capex (pa) Volume (pa) From1 LOM extension Forecast Returns IRR Margin Venetia Underground Approved ~$0.2-0.3bn 4Mct 2023 22 years ~15% ~50% Mototolo - Der Brochen² Approved ~$0.1bn² 0.25Moz PGMs 2024 +30 yea", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.654462+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "85b7c4f6-4576-4e4f-9cfe-4198ef5780fb", "evidence": "type: section_divider", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:17.9827+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before/after framing", "slug": "before-after-framing", "status": "active", "bestFor": "For turnaround / reform proposals", "canonId": "019dd9e1-528b-72ec-a563-e5dcb9410f67", "version": 1, "bodyDocId": "019dd9a1-80bf-72e9-980b-ccd1c0cd3488", "description": "You visualise two futures side by side: the trajectory the target is on\ntoday, and the trajectory under your proposed intervention. The reader\nhas to see the delta to feel the stakes.\n\nIt's the rhetorical cousin of the peer-gap — same visual grammar\n(comparison), but across **time** instead of across peers.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7c39fd64-3c4c-4559-8fd0-405a3d8713c9", "evidence": "paragraph/paragraph: Start 2027: 4 phases open (INF5, DON2, INF7 & INF6). DON2 is wide open allowing higher productivity. Having several phases open allows optimal blending of grade, impurities & hardness", "pageRefs": null, "priority": null, "whenToUse": "For turnaround / reform proposals", "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:21.786904+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "whyItWorks": "- It **quantifies the opportunity cost** of inaction. \"Doing nothing\"\n becomes a concrete, visible path, not an abstraction.\n- It **makes the Answer tangible**. The prescription isn't a paragraph;\n it's a trajectory the reader can point at.\n- It **pre-empts the status-quo defence**. Management usually argues \"we\n have a plan\". Your chart shows what their plan looks like vs. yours.\n- It **satisfies both the Architect** (math adds up) **and the Storyteller**\n (emotional delta between two futures).", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "456fdd39-cd47-40f5-ac8c-7715803244a0", "evidence": "chart/waterfall: 304 (30-40) (40) 220-230 2023 Plant closure Higher grade, softer ore 2028F proforma", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.880924+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8e05d38d-10b1-4bca-b4df-d540f39a0d31", "evidence": "type: section_divider", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:18.145949+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a85b1bec-1bb9-463d-8274-68efc418ff21", "evidence": "Underlying EBITDA ($m) waterfall chart from 2,182 (2022) to 3,233 (2023), with contributions from Price (82), FX (-16), Inflation (-81), Cost & volume (880), and Other (186).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:22.368297+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d811ab98-836c-4328-8eff-428db0ba1ddf", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2022 to 2023, showing impacts of Price, FX, Inflation, Cost & volume, and Other.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.100228+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 61, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2fab114f-82c5-47cc-b804-e3bdbafcb888", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart: 2022 at 230, Cost & volume adds 1,536, Other adds 15, resulting in 2023 at 1,781.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.179067+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "15385509-ea3c-4738-8719-f027a8dfc5b0", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 381 (2022) to 133 (2023), with changes from Price (-232), FX (-9), Inflation (-15), Cost & volume (125), and Other (8).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.261743+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d2b4a0ad-a250-4d3e-9bea-79d5d7cde23c", "evidence": "chart/waterfall: Underlying EBITDA ($m) 2022: 4,417. Price: (3,105). FX: 538. Inflation: (190). Cost & volume: 1,660. Other: (538). 2023: 1,209.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.348019+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ef977403-f63e-4d3b-9f4f-b1a866c96207", "evidence": "chart/waterfall: Underlying EBITDA ($m) 1,417 (2022), (695) (Price), 95 (FX), (49) (Inflation), 768 (Cost & volume), (689) (Other), 72 (2023)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.436928+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0c6b1326-b60c-4771-9afc-e00ed81bb9a6", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2022 (3,455) to 2023 (4,013), with positive contributions from Price (322), FX (269), Other (86), and negative from Inflation (-157) and Cost & volume (38).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.523773+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d43ae808-3a0e-49f6-a05e-dccf9d998417", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2,211 (2022) to 2,415 (2023), with intermediate values: Price 250, FX 289, Inflation (128), Cost & volume (260), Other 53.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.610612+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dd0ea8fa-8d76-4650-87b6-a53d0cc9cb9e", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2022 (1,244) to 2023 (1,598), with changes due to Price (72), FX (-20), Inflation (-29), Cost & volume (298), and Other (33).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.692889+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8d367532-bce1-4194-987c-32eb9a76feba", "evidence": "chart/waterfall: Underlying EBITDA ($m) 2,749 (2022), (952) (Price), 50 (FX), (91) (Inflation), 1,756 (Cost & volume), 25, (461) (Other4), 1,320 (2023)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.771023+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fd370a04-169e-4f0d-ab3a-a1745066bfd9", "evidence": "chart/waterfall: Group EBITDA to statutory profit ($bn)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.852722+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 70, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d9013314-e74c-4cc7-a015-d7a51c57099e", "evidence": "list/bullet: Revenue by product¹, list/bullet: Capital employed by geography², chart/donut: Donut chart showing capital employed by geography distribution, chart/donut: Donut chart showing revenue by product distribution", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:19.997089+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "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": "a2e7e4be-01f0-4bc1-ae60-2a52e20f6f13", "evidence": "table/data: Quellaveco, 35 year open pit life (Ore Reserves of 8.2Mt Cu)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:20.089742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "7e445895-37da-403b-a313-6718b98bb7f8", "evidence": "chart/area-stacked: Stacked area chart showing GHG emissions reduction over time with various initiatives", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:20.366039+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 81, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7c5f2fe3-1a50-404b-a85a-b8645c6ed7b5", "evidence": "chart/waterfall: 2020 baseline, Kumba emission intensity levers¹ (15-20%), Minas-Rio emission intensity levers¹ (10-15%), Steelmaking coal emission intensity levers¹ (15-20%), 50% reduction from other scope 3 categories", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:00:20.453872+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e7de14d0-aecb-46ac-8e69-96a0ca2979d5", "evidence": "All employees under the Group bonus scheme & local site-specific operational bonus schemes are incentivised on safety", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:10.804945+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "9e9f1faf-4d95-419e-8fc3-8c5c9311cabb", "evidence": "table/data: Pillar of value Metric 2023 2022 Target Target achieved Safety & health Work-related fatal injuries 3 2 Zero Not achieved Total recordable injury frequency rate per million hours 1.78 2.19 Reduction year on y", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:10.922592+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Information architecture", "slug": "information-architecture", "status": "active", "bestFor": null, "canonId": "643f994f-1fa5-4c17-8dfe-aa33e091b6aa", "version": 1, "bodyDocId": null, "description": "Wayfinding, scannability, scent, F-pattern, banner blindness.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "431ed6ed-c12f-4e32-b806-42497c2830bf", "evidence": "list/bullet: FutureSmart Mining™ To deliver on our Purpose, we are changing the way we mine through smart innovation across technology, digitalisation and sustainability through our Sustainable Mining Plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:11.060946+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 87, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/BybvH-O_3vYoTZPsoNk7iU-mwWkwDqLeK2EU5v0LgmU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83M2U4OTE2ZTAyNzQ2MjUxYjZhMGY2NmM2ZWZlYzVjZC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 91, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:38.401+00", "seconds": 3.548, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/1", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-1", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.19, "x": 0.08, "y": 0.07 }, "kind": "image", "text": "AngloAmerican logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:38.401+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "505eb5ff-3cb8-449e-b625-cd7357dd4c77", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.7, "x": 0.3, "y": 0 }, "kind": "image", "text": "Person in mining gear examining a core sample", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:38.401+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f568870-aabb-4b98-8c19-d22a7b8a35e0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.19, "x": 0.04, "y": 0.61 }, "kind": "paragraph", "text": "22 February 2024", "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 07:07:38.401+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33a6fa81-d329-4891-bfcf-bb58f2103fc4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.24, "x": 0.04, "y": 0.47 }, "kind": "title", "text": "2023 Results", "attrs": null, "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 07:07:38.401+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "261b2fda-599c-44f7-a895-1bfc58ea62b3", "parentComponentId": null } ], "metrics": [], "tools": [ { "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. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "621bc0d0-d65a-4722-9798-2079b0c2a5ff", "evidence": "This is a cover slide with a title, image, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:03.302331+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "965893a4-7baa-46ed-acd3-51c2a8b10dfb", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/OyhgKNj6LOA17z4NEkmmHJ9EGPem8mldnyMG5OYHeeI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83M2U4OTE2ZTAyNzQ2MjUxYjZhMGY2NmM2ZWZlYzVjZC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/alTz0XPYCi2VF5gvW_yV0Fwhi99JHBiLNIYV-ZGjYcQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83M2U4OTE2ZTAyNzQ2MjUxYjZhMGY2NmM2ZWZlYzVjZC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/tj2l7pj_F8-VMk7RS6jqGlV4Sqm8PBom9kst9SRWZ24/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83M2U4OTE2ZTAyNzQ2MjUxYjZhMGY2NmM2ZWZlYzVjZC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 14, "textChars": 9888, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:50.107+00", "seconds": 15.208, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/2", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-2", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.43, "x": 0.535, "y": 0.179 }, "kind": "disclaimer", "text": "Forward-looking statements should, therefore, be construed in light of such risk factors and undue reliance should not be placed on forward-looking statements. 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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "145b9c01-6d0d-4413-abf2-fbac71b8b7c7", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.91, "x": 0.045, "y": 0.703 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "329273bd-d159-45f0-a838-0922db596e25", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.43, "x": 0.535, "y": 0.655 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44a0cb15-62bb-4651-8fdf-5241bce8fc4b", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.43, "x": 0.535, "y": 0.424 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e64c21c-db21-4010-96b9-075f25131d63", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.47, "x": 0.045, "y": 0.482 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7534e343-3e11-41af-a459-33154b3d8472", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.045, "y": 0.179 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79f1470d-b399-4384-8dc9-e81e4501dfb0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.47, "x": 0.045, "y": 0.28 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ca5623a-94ae-4299-982e-7b76e1be46e8", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.43, "x": 0.535, "y": 0.775 }, "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 the businesses. 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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4380dda-4e80-43d2-aa42-475c969a8ff5", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.47, "x": 0.045, "y": 0.381 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e53166f0-eef8-436a-9a9e-445993eac861", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.43, "x": 0.535, "y": 0.323 }, "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": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8aee8cf-faaa-4065-b6ab-e218ceb063b4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.43, "x": 0.535, "y": 0.93 }, "kind": "source-note", "text": "©Anglo American Services (UK) Ltd 2024. Anglo American TM TM and FutureSmart Mining™™ are trade marks of Anglo American Services (UK) Ltd. Some of the images used are under licence from iStock by Getty Images.", "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4115bceb-2f3e-4317-8f06-72f4ec41fc6e", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.045, "y": 0.953 }, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caf01f9a-e839-4bc2-bd7c-25da8a883a16", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.007, "x": 0.959, "y": 0.953 }, "kind": "source-note", "text": "2", "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e12f8ca1-ac6b-44e9-a9f5-5da8be63caea", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.045, "y": 0.093 }, "kind": "title", "text": "Cautionary statement", "attrs": null, "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 07:07:50.107+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d2aecf0-2631-453f-adbd-a5acb112d1ec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "965893a4-7baa-46ed-acd3-51c2a8b10dfb", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 59, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:39.004+00", "seconds": 4.097, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/3", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-3", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.5, "x": 0.5, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:39.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1511cbdd-df44-4399-8687-ef73bdcbaec0", "parentComponentId": null }, { "bbox": { "h": 0.09111111111111111, "w": 0.19791666666666666, "x": 0.041666666666666664, "y": 0.4022222222222222 }, "kind": "paragraph", "text": "Stuart Chambers\nChairman", "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 07:07:39.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3081644d-fdab-4468-b21c-1d050f59f270", "parentComponentId": null }, { "bbox": { "h": 0.016666666666666666, "w": 0.09375, "x": 0.041666666666666664, "y": 0.9388888888888889 }, "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 07:07:39.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7df4890-e193-4ae0-b8b0-4712f1ecaf37", "parentComponentId": null }, { "bbox": { "h": 0.04777777777777778, "w": 0.4166666666666667, "x": 0.041666666666666664, "y": 0.09888888888888889 }, "kind": "title", "text": "Introductory comments", "attrs": null, "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 07:07:39.004+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2800fa3a-e63b-4e48-8753-c883bb30d6ea", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "965893a4-7baa-46ed-acd3-51c2a8b10dfb", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "front_matter", "rawType": "agenda", "block": null, "metadata": { "slideType": "agenda", "slideTypeCanon": { "name": "Agenda", "slug": "agenda", "status": "active", "canonId": "019de52d-061b-7470-b138-3ffa5e612cce", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 240, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:38.904+00", "seconds": 3.525, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/4", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-4", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.504, "x": 0.496, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:38.904+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fa62cce-3208-4c64-bf8e-6337196fce5b", "parentComponentId": null }, { "bbox": { "h": 0.602, "w": 0.38, "x": 0.042, "y": 0.26 }, "kind": "list", "text": "Strategic priorities\nDuncan Wanblad\n2023 operating performance\nDuncan Wanblad, Chief Executive\n2023 financial performance\nJohn Heasley, Finance Director\nOperational detail, portfolio\nreplenishment & growth\nDuncan Wanblad", "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": "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 07:07:38.904+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c840bac3-8548-4220-bb8c-82ac649011ae", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.09, "x": 0.042, "y": 0.94 }, "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 07:07:38.904+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2f3d2e5-2fde-42f7-aa05-ff7558c4410a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.202, "x": 0.042, "y": 0.09 }, "kind": "title", "text": "Agenda", "attrs": null, "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 07:07:38.904+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4cdecaa-0c3f-45d1-898c-20f8ee69cd8c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "965893a4-7baa-46ed-acd3-51c2a8b10dfb", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 150, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:40.291+00", "seconds": 3.936, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/5", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-5", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.069, "w": 0.186, "x": 0.047, "y": 0.066 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:40.291+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed54d243-2e70-4a3d-87dd-bdf28a55a277", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.501, "x": 0.499, "y": 0 }, "kind": "image", "text": "A person in a hard hat and safety vest holding a device with a screen, overlooking a mining site.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:40.291+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afe2ffc9-555b-4c8f-a3e4-af442df05a9e", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.28, "x": 0.047, "y": 0.504 }, "kind": "paragraph", "text": "Duncan Wanblad", "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 07:07:40.291+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05aeaa48-f5f9-4446-a438-56f98b88cf3a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.32, "x": 0.047, "y": 0.416 }, "kind": "title", "text": "Strategic priorities", "attrs": null, "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 07:07:40.291+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb156497-505b-45dd-a587-262b251c82ec", "parentComponentId": null } ], "metrics": [], "tools": [ { "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. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e073c105-84cf-411a-a4b4-518053ff0c77", "evidence": "This is a cover slide with a title, image, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:03.801782+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 1, "name": "Situation & Context", "beatId": "965893a4-7baa-46ed-acd3-51c2a8b10dfb", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Situation & Context", "slug": "consultants-gambit-situation-context", "status": "active", "canonId": "019dd9b8-05ae-741b-992d-65ee83c639b3", "version": 1, "description": null }, "evidence": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "setup", "function": "state_demand", "rawType": "demand_list", "block": null, "metadata": { "slideType": "demand_list", "slideTypeCanon": { "name": "Demand list", "slug": "demand_list", "status": "active", "canonId": "019de52d-110e-76af-8c96-2017430183b1", "version": 1, "description": null }, "function": "state_demand", "functionCanon": { "name": "State demand", "slug": "state_demand", "status": "active", "canonId": "019de52d-180b-70a3-99c7-c832ea7db96b", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 8, "textChars": 120, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:41.753+00", "seconds": 5.248, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/6", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-6", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.341, "w": 0.301, "x": 0.658, "y": 0.458 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07c9e19f-7f27-4bf4-8501-73753f8ac5fc", "parentComponentId": null }, { "bbox": { "h": 0.341, "w": 0.301, "x": 0.042, "y": 0.458 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98408be4-0279-4b00-885a-acfbae9158be", "parentComponentId": null }, { "bbox": { "h": 0.341, "w": 0.301, "x": 0.35, "y": 0.458 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1b718e8-6e19-4b26-8206-8b3d37c7e6b0", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.11, "x": 0.72, "y": 0.329 }, "kind": "list", "text": "Food security", "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": "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 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1869f1a8-d78e-4be5-86f0-4d9f78d9f949", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.189, "x": 0.399, "y": 0.316 }, "kind": "list", "text": "Improving living standards", "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": "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 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25a87fc4-8c1c-4df7-88ef-76e40a78e56e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.149, "x": 0.142, "y": 0.316 }, "kind": "list", "text": "Energy transition", "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": "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 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c20bac6c-cd0c-4042-8485-1b0086e04693", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.102, "x": 0.042, "y": 0.943 }, "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 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c73ea77-ed36-4bd1-a8d8-cd35385f73de", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.899, "x": 0.042, "y": 0.08 }, "kind": "title", "text": "Shaping the business for the 3 major demand trends", "attrs": null, "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 07:07:41.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3dfe7c9-43ba-4407-af1a-766544775499", "parentComponentId": null } ], "metrics": [], "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": "f72c9c72-6575-4f4a-98d0-c20e9555977d", "evidence": "This slide presents a list of bullet points with key information.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:03.99027+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 290, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:41.986+00", "seconds": 4.509, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/7", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-7", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.44, "x": 0.277, "y": 0.59 }, "kind": "list", "text": "3 Longer term Growth delivery", "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 07:07:41.986+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42cc9ac7-75c8-44ff-baae-09bfd8392124", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.44, "x": 0.499, "y": 0.273 }, "kind": "list", "text": "2 Continuous review Portfolio improvement", "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 07:07:41.986+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8eb6b2fb-eb0e-458a-b584-bf151a04165f", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.44, "x": 0.03, "y": 0.273 }, "kind": "list", "text": "1 Immediate & ongoing Operational excellence", "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 07:07:41.986+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5f61eba-e4c8-400a-bfdc-80be03593b93", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.619, "x": 0.175, "y": 0.833 }, "kind": "paragraph", "text": "Execution underpinned by our differentiated capabilities & disciplined approach to capital allocation", "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 07:07:41.986+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad83a44f-0b03-4a2f-a6a4-d14bfc83b627", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.11, "x": 0.045, "y": 0.94 }, "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 07:07:41.986+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d811e5c9-bb67-4b96-ab12-f840e9acf715", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.889, "x": 0.045, "y": 0.088 }, "kind": "title", "text": "Clear strategic priorities to deliver value through the cycle", "attrs": null, "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 07:07:41.986+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a7eb860-aedc-488b-8c97-0cccf3a90a17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 7, "textChars": 599, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:42.512+00", "seconds": 5.014, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/8", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-8", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.469, "w": 0.297, "x": 0.349, "y": 0.301 }, "kind": "list", "text": "Effective cost & capital management\n~$1bn pa Sustainable opex savings\n~$1.6bn Lower capex 2024-261", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c45a0f1-fb2b-4bff-8195-282c991723e6", "parentComponentId": null }, { "bbox": { "h": 0.469, "w": 0.297, "x": 0.045, "y": 0.301 }, "kind": "list", "text": "Safe, stable & repeatable operational performance\nSafety & operating performance inextricably linked\nFocus on Operating Model\nDriving well-planned, efficient operational practices", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b97c196-0915-4525-bcc5-9be298b68336", "parentComponentId": null }, { "bbox": { "h": 0.469, "w": 0.297, "x": 0.653, "y": 0.301 }, "kind": "list", "text": "Sustainable, value-focused production plans\nPrioritising stability at Quellaveco & SMC\nValue-focused production at Los Bronces & Kumba\nOngoing asset optimisation", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "614c85d9-9a47-4472-8a2e-4a2f304ec474", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.909, "x": 0.045, "y": 0.846 }, "kind": "paragraph", "text": "Improving the competitiveness of our assets is our biggest margin lever", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "799baea7-b35b-4e69-9465-e4b0c5bd5151", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.104, "x": 0.045, "y": 0.94 }, "kind": "source-note", "text": "Anglo American", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0462ad3f-7871-4d5f-b7a4-f1b320bf7b95", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.008, "x": 0.953, "y": 0.94 }, "kind": "source-note", "text": "8", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a694229-4c0b-4e41-bd6a-029e8155cd5f", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.91, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Operational excellence: Committed to safe, efficient, profitable production", "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 07:07:42.512+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "298a637d-f901-4006-9632-e4d007f3ab3f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 242, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:41.72+00", "seconds": 3.924, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/9", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-9", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.62, "w": 0.49, "x": 0.04, "y": 0.25 }, "kind": "chart", "text": "Production mix from long term portfolio2", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:41.72+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64605ba5-4101-4185-9ca7-f9802abd9f49", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.41, "x": 0.54, "y": 0.31 }, "kind": "list", "text": "Systematic asset review under way\nEach business must play a portfolio role\nOngoing active management of portfolio - always for value", "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": "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 07:07:41.72+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ff6df89-01a7-413d-bde7-8afd8d316d6e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.04, "y": 0.94 }, "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 07:07:41.72+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5c1cf32-30f5-434b-bd5a-eca395c6f29c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.88, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Portfolio: Commitment to improvement & active management", "attrs": null, "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 07:07:41.72+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e35b93a-1468-45b4-81b2-6dd471047e17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 8, "textChars": 396, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:43.033+00", "seconds": 4.714, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/10", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-10", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.35, "x": 0.09, "y": 0.79 }, "kind": "list", "text": "Partnerships & syndication at the right time, for value", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b4d4e8a-2dc2-4447-8ca3-c36022bd9d31", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.29, "x": 0.63, "y": 0.8 }, "kind": "list", "text": "High quality iron ore\nPotential 60Mtpa⁵ at Minas-Rio with up to 40Mtpa from Kumba", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e0f6c26-943b-4d4a-b013-2b50a7c8f829", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.29, "x": 0.63, "y": 0.57 }, "kind": "list", "text": "Polyhalite\n+13Mtpa from mid-2030s⁴", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8904e4e-be82-4255-92b7-ab8bd209e1f5", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.35, "x": 0.09, "y": 0.56 }, "kind": "list", "text": "Aligned with megatrends & our distinctive capabilities", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aee6e614-e761-4c5d-8d07-904f9b948ba9", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.29, "x": 0.63, "y": 0.33 }, "kind": "list", "text": "Copper\nUp to 1Mtpa in mid-2030s³", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d109e32a-3164-49e5-b5ce-2968e7647727", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.37, "x": 0.079, "y": 0.32 }, "kind": "list", "text": "Prioritising products with strongest long term fundamentals", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3d05d8a-5d7d-4036-8cc5-22f366830d5a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.045, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b935c61f-93b5-498d-be18-73b177fcefbe", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.86, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Growth: Longer term, but substantial options in attractive products", "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 07:07:43.033+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a3d13dd-4031-4a77-a3dd-037b881201ad", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "setup", "function": "frame_situation", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 7, "textChars": 225, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:43.151+00", "seconds": 4.71, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/11", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-11", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.321, "x": 0.679, "y": 0.001 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c3eeecc-df95-44c7-80a6-6d3c7c130d2e", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.295, "x": 0.045, "y": 0.333 }, "kind": "list", "text": "Leading sustainability &\nsocial impact capabilities", "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 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f07ae66-3b67-4cbe-b681-f16c9ab03870", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.295, "x": 0.353, "y": 0.333 }, "kind": "list", "text": "FutureSmart Mining™\nsupporting profitability\n& sustainability agenda", "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 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "932d3ca7-cb78-4b83-9e13-3f47045a8435", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.295, "x": 0.045, "y": 0.618 }, "kind": "list", "text": "Partner of choice", "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 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7f7a075-e3cd-4901-82d1-3e0734f606e5", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.295, "x": 0.353, "y": 0.618 }, "kind": "list", "text": "Customer-centric\nmarketing", "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 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0a357a3-7088-4c97-9fd4-a72677aa4c21", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.102, "x": 0.045, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89097ce6-9018-48f9-977f-d2b44d95087a", "parentComponentId": null }, { "bbox": { "h": 0.146, "w": 0.578, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Differentiated capabilities enable\nvalue delivery", "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 07:07:43.151+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad660c32-acd7-478a-8956-f7018d593e58", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 40, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:42.083+00", "seconds": 3.534, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/12", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-12", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.207, "x": 0.044, "y": 0.079 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:42.083+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9332b0ac-7410-4d8a-9f6a-7f7dd7470b2f", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.501, "x": 0.499, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:42.083+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76979e32-a937-43f5-b0a1-7ac37dd71998", "parentComponentId": null }, { "bbox": { "h": 0.139, "w": 0.307, "x": 0.044, "y": 0.373 }, "kind": "title", "text": "2023 operating performance", "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 07:07:42.083+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b60ffa5e-95e7-4881-8ec9-ce55dedc4c15", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.26, "x": 0.044, "y": 0.566 }, "kind": "title", "text": "Duncan Wanblad", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:42.083+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e621ce15-6304-46c2-8a2c-126dca0541d0", "parentComponentId": null } ], "metrics": [], "tools": [ { "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. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f53bd43c-d56c-4ed4-9906-5e540eff889e", "evidence": "This is a cover slide with a title and subtitle.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:04.896341+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 6, "textChars": 310, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:43.246+00", "seconds": 4.596, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/13", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-13", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.42, "x": 0.04, "y": 0.69 }, "kind": "chart", "text": "Fatalities6, 2, 20218, 2, 2022, 3, 2023", "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 07:07:43.246+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b21a59df-5d71-4cd4-aee9-9e6e05135037", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.42, "x": 0.04, "y": 0.237 }, "kind": "chart", "text": "Lowest ever TRIFR, TRIFR6,7, 2.24, 2.19, 1.78", "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": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:43.246+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5178e17e-35e3-486c-b4e9-a77945ab20fc", "parentComponentId": null }, { "bbox": { "h": 0.319, "w": 0.459, "x": 0.508, "y": 0.398 }, "kind": "list", "text": "The Operating Model underpins well planned work\nIncreased leadership time in the field\nFocus on contractor performance management\nTarget of zero harm through our 'Always safe' vision", "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": "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 07:07:43.246+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "550dfcc8-4c21-4457-8212-8f33315918e3", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.953, "y": 0.95 }, "kind": "other", "text": "13", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:43.246+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "436f2519-b13f-49b6-8b5e-5338a832b437", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.106, "x": 0.042, "y": 0.95 }, "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 07:07:43.246+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18e33072-4c2a-4acf-9e24-393de4136752", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.489, "x": 0.042, "y": 0.04 }, "kind": "title", "text": "Safety is our number 1 value", "attrs": null, "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 07:07:43.246+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2fe3d20-9822-4b11-bb66-68e26051cb84", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5f30b5cb-7fd3-4f48-835b-d06461892bac", "evidence": "chart/waterfall: EBITDA $bn, 2022: 14.5, Price: (4.8), FX: 1.0, CPI: (0.7), Volume & cost: (0.1), Other: 0.1, 2023: 10.0. Inset: PGM: (3.1), SMC: (1.0), De Beers: (0.7), Total: (4.8)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:13.921804+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 9, "textChars": 606, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:45.377+00", "seconds": 6.252, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/14", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-14", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.22, "x": 0.691, "y": 0.32 }, "kind": "metric", "text": "PGMs ↓5%\nSolid operational performance\nLimited impact from load curtailment\nMacro pressures weighing on prices", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "128f63f5-378b-4a01-a747-a921dc6b2866", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.22, "x": 0.385, "y": 0.64 }, "kind": "metric", "text": "Iron Ore ↑1%\nMinas-Rio's record performance\nreflects operational improvements\nStrong performance at Kumba\nbut constrained by logistics", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ffbd88a-52f0-41c4-b6cb-50c8d0eb50af", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.22, "x": 0.385, "y": 0.32 }, "kind": "metric", "text": "Copper & Nickel ↑23%\nQuellaveco fully ramped-up\nCopper Chile & Nickel impacted\nby grade declines", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ac81a2b-1c42-4635-acfd-13009187afdd", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.22, "x": 0.079, "y": 0.31 }, "kind": "metric", "text": "Production\n↑2%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d2ebcb5-9ffe-4063-bd3e-ad234a6c4a16", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.22, "x": 0.079, "y": 0.64 }, "kind": "metric", "text": "De Beers ↓8%\nSolid operational performance\nMacro pressures weighing on sales", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63bfe535-a62a-4624-865d-5afa21cb9a03", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.22, "x": 0.691, "y": 0.64 }, "kind": "metric", "text": "Steelmaking Coal ↑7%\nImproved operating performance\nOngoing focus on safe, stable operations\nCosts impacted by performance & inflation", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e75f7fc9-af76-46c7-962d-c5480dd37d83", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.042, "y": 0.95 }, "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 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fcb372e-5e93-4f81-b178-2f8bf8a599d8", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "14", "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 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d769d433-835b-4105-bc28-0bdd37a3bade", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.51, "x": 0.042, "y": 0.09 }, "kind": "title", "text": "2023 operating performance", "attrs": null, "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 07:07:45.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e3574a4-be28-421c-ad6b-306b3f8e9c7d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 94, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:43.04+00", "seconds": 3.89, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/15", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-15", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.057, "w": 0.194, "x": 0.086, "y": 0.08 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:43.04+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9dec56a2-5222-4f1e-a2ad-fdcf0863a030", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.498, "x": 0.502, "y": 0 }, "kind": "image", "text": "Industrial worker looking at a tablet", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:43.04+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5ee6239-eec1-470b-a475-ae6adf36c80a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.24, "x": 0.04, "y": 0.51 }, "kind": "paragraph", "text": "John Heasley", "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 07:07:43.04+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e12fd15-beca-4859-8f61-a09f69c1f62f", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.479, "x": 0.04, "y": 0.413 }, "kind": "title", "text": "2023 financial performance", "attrs": null, "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 07:07:43.04+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1acdc87a-75f1-4026-b36e-537ffe3a5a3c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 12, "textChars": 330, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:47.006+00", "seconds": 7.814, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/16", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-16", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.149, "w": 0.225, "x": 0.732, "y": 0.76 }, "kind": "metric", "text": "Total dividend\n96 cents\n↓ 52%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30421d98-3378-4191-bfa6-584db9a3b00a", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.231, "x": 0.272, "y": 0.76 }, "kind": "metric", "text": "EPS¹⁰\n2.42\n↓ 51%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "481cab1a-97a2-4470-af0d-63096f2a36cf", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.454, "x": 0.503, "y": 0.45 }, "kind": "metric", "text": "Mining margin¹²\n39%\n↓ 8pp", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c33ef5a-97c4-4228-bbdc-4d9c525a14e2", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.454, "x": 0.503, "y": 0.301 }, "kind": "metric", "text": "EBITDA¹⁰\n$10.0bn\n↓ 31%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6143838c-6ceb-425f-a766-ac141ff033eb", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.46, "x": 0.043, "y": 0.45 }, "kind": "metric", "text": "Revenue¹⁰\n$32.5bn\n↓ 13%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73f26d6f-edf5-40fe-8fbb-c18d43924ab3", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.454, "x": 0.503, "y": 0.599 }, "kind": "metric", "text": "Net debt\n$10.6bn\n↑ 53%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8642f735-8795-418b-abcc-1f4324328c39", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.46, "x": 0.043, "y": 0.301 }, "kind": "metric", "text": "Group basket price\n↓ 13%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93c66b50-c047-4351-9038-6c9ae2a9ea86", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.46, "x": 0.043, "y": 0.599 }, "kind": "metric", "text": "Unit costs¹¹\n↑ 4%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9a460a9-41a9-4f67-b4c5-b753c0716df5", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.229, "x": 0.043, "y": 0.76 }, "kind": "metric", "text": "ROCE¹³\n16%\n↓ 14pp", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee3423a2-c346-45f8-89fe-1db3360dd76e", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.229, "x": 0.503, "y": 0.76 }, "kind": "metric", "text": "Net debt:EBITDA¹⁰\n1.1x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee6a780d-ab62-4920-850e-a1c56d306ba6", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.096, "x": 0.043, "y": 0.95 }, "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 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d609c35-777d-40a8-8f9f-e966d39d0ba8", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.916, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Robust 2023 financial results despite $5.5bn revenue impact from market weakness in PGMs & De Beers", "attrs": null, "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 07:07:47.006+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c14c93a6-fedd-446a-9d0e-4d1c023427a3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 16, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 6, "name": "Problem & Complication", "beatId": "6a1f5767-b39e-4b86-8e8b-37c5ac6dbd7e", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers.", "position": 1, "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. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 17, "from": 16, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "85f15d23-835a-4dcb-8e97-80365c7bf687", "evidence": "The document highlights the significant revenue impact from market weakness in PGMs & De Beers.", "position": 2, "objective": "What are the consequences of not addressing the challenges faced by AngloAmerican?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:23.349444+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 213, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:43.458+00", "seconds": 4.092, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/17", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-17", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.91, "x": 0.045, "y": 0.26 }, "kind": "chart", "text": "EBITDA $bn, 2022: 14.5, Price: (4.8), FX: 1.0, CPI: (0.7), Volume & cost: (0.1), Other: 0.1, 2023: 10.0. Inset: PGM: (3.1), SMC: (1.0), De Beers: (0.7), Total: (4.8)", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:43.458+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "318132e6-5c64-44ca-8752-cd2fb4be697d", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.09, "x": 0.045, "y": 0.95 }, "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 07:07:43.458+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05e7d9a1-5786-4c6e-8d6f-1b06600e0d85", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.953, "y": 0.95 }, "kind": "source-note", "text": "17", "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 07:07:43.458+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e51b021-54ff-4fb7-9a56-2a62ab4d3760", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.609, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "EBITDA impacted by weaker prices", "attrs": null, "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 07:07:43.458+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0bce4b3-d8c3-47fa-bc0b-366f942c433e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "903a538b-1b70-4327-921c-d29699bdcaa9", "evidence": "chart/waterfall: EBITDA $bn, 2022: 14.5, Price: (4.8), FX: 1.0, CPI: (0.7), Volume & cost: (0.1), Other: 0.1, 2023: 10.0. Inset: PGM: (3.1), SMC: (1.0), De Beers: (0.7), Total: (4.8)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.125912+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [ { "to": 17, "from": 16, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "85f15d23-835a-4dcb-8e97-80365c7bf687", "evidence": "The document highlights the significant revenue impact from market weakness in PGMs & De Beers.", "position": 2, "objective": "What are the consequences of not addressing the challenges faced by AngloAmerican?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:23.349444+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 229, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:44.453+00", "seconds": 3.789, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/18", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-18", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.709, "x": 0.147, "y": 0.418 }, "kind": "chart", "text": "Que ramp-up: 1.5, Minas-Rio: 0.3, De Beers: (0.7), Copper Chile: (0.7), PGMs: (0.5), (0.1)", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:44.453+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90296d48-7ac8-4ebf-a784-75f6746d7559", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.259, "x": 0.042, "y": 0.339 }, "kind": "paragraph", "text": "Volume & cost impacts to EBITDA 16\n$bn", "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 07:07:44.453+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1972ac01-40b5-4d64-9c6f-94141d88a697", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.102, "x": 0.042, "y": 0.95 }, "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 07:07:44.453+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be8c49a9-db2a-4fe8-9d99-a8fc8efb368f", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.915, "x": 0.042, "y": 0.094 }, "kind": "title", "text": "Strong operational performance at Quellaveco & Minas-Rio offset by challenges elsewhere", "attrs": null, "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 07:07:44.453+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1342216-e9c1-4b66-95ac-4fe0b3092df2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "19240a7c-1c6d-4b27-9e5f-aa97c57a3732", "evidence": "chart/waterfall: Que ramp-up: 1.5, Minas-Rio: 0.3, De Beers: (0.7), Copper Chile: (0.7), PGMs: (0.5), (0.1)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.211783+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 82, "componentCount": 10, "textChars": 467, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:58.068+00", "seconds": 15.998, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/19", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-19", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.46, "x": 0.05, "y": 0.57 }, "kind": "chart", "text": "27% Copper Chile, 13% SMC, 0% Iron Ore, 3% PGMs, (18)% Quellaveco", "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "267c740e-4204-4aff-aa7e-be026339b420", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.62, "y": 0.45 }, "kind": "chart", "text": "$22.5bn Total costs in EBITDA10", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58a9f9eb-7f28-431d-b14e-54e7a2af7a0c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.09, "x": 0.88, "y": 0.63 }, "kind": "list", "text": "Other costs Includes revenue-linked items e.g. third party purchases, royalties & shipping costs", "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": "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6709772a-ec10-4741-a01b-add05be370a8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.52, "y": 0.63 }, "kind": "list", "text": "Within unit costs", "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": "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9738c15-9ee0-42fc-9723-2eb846efb6f5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.299, "x": 0.169, "y": 0.32 }, "kind": "paragraph", "text": "Group unit costs contained to +4%11", "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e256fb1-ced6-4c08-a003-1f3e9bfe8ac2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.32, "x": 0.61, "y": 0.32 }, "kind": "paragraph", "text": "Focusing on total cost base to drive margin improvement", "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2c8699c-7d1e-466d-9ae4-2df1f6f1933b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.047, "y": 0.47 }, "kind": "paragraph", "text": "Year-on-year change in unit costs for key drivers of Group unit cost17", "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff39fcfb-f92b-49b4-98f7-06ad6f558308", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.047, "y": 0.95 }, "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed2f0df6-0e65-4942-8a1e-4d457c598f55", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "19", "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f05616af-d729-4773-9506-7a2c2a5ec9c7", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.889, "x": 0.047, "y": 0.09 }, "kind": "title", "text": "Total costs are a key focus for 2024 & beyond to improve margins & cash generation", "attrs": null, "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 07:07:58.068+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb691c5d-58ac-4f52-84ac-83d08ff90231", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "decompose_segments", "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": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 365, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:46.844+00", "seconds": 4.569, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/20", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-20", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.669, "w": 0.409, "x": 0.549, "y": 0.21 }, "kind": "chart", "text": "EBITDA contribution by business: Copper 32%, High quality Iron Ore 40%, Steelmaking Coal 13%, PGMs 12%, De Beers 1%, Nickel 1%", "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": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96851e9e-c76a-40db-a8fe-cbb73fb07098", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.103, "x": 0.043, "y": 0.95 }, "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 07:07:46.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ec3d6f9-87a3-4db0-998e-12b7f716941b", "parentComponentId": null }, { "bbox": { "h": 0.669, "w": 0.459, "x": 0.043, "y": 0.21 }, "kind": "table", "text": "EBITDA $10.0bn, Mining margin 39%; Copper & Nickel $3.4bn, 42% margin; PGMs $1.2bn, 30% margin; De Beers $0.1bn, 48% margin; Iron Ore $4.0bn, 50% margin; Steelmaking Coal $1.3bn, 32% margin", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "250ef00d-4ac4-4484-94e9-3a8842708bd1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.67, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Resilient Group mining margin of 39%", "attrs": null, "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 07:07:46.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fbcec28-a6e9-4f6a-b6e0-27b143345029", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 21, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 4, "textChars": 598, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:46.39+00", "seconds": 4.109, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/21", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-21", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.33, "x": 0.67, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42eb460b-242c-4ad1-90f8-46f64da19197", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.41, "x": 0.29, "y": 0.266 }, "kind": "list", "text": "Impacts from special items include:\n$1.6bn impairment of De Beers:\n• Lower GDP growth forecast due to macroeconomic uncertainty in key markets\n• USD strength vs consumer currencies\n• Updated views on LGDs, life of asset plans &, less significantly, GRB agreements\n$0.8bn impairment of Nickel:\n• H1 2023: $0.4bn due to changes in long term cost profile\n• H2 2023: $0.4bn driven by lower short & medium term price outlook", "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": "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 07:07:46.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cfe4dae-12bd-4357-8599-bd2ec363210f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.299, "x": 0.042, "y": 0.266 }, "kind": "list", "text": "Effective tax rate 18\n38.5% vs 34.0% in 2022\nDriven by:\n• profit mix – more from Quellaveco, less from PGMs & De Beers\n• deferred tax impact from new Chile royalty", "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": "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 07:07:46.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55a64c31-579c-4dc8-8873-be26b7185068", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Other financials", "attrs": null, "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 07:07:46.39+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb0e03bf-d524-4f9c-bd18-6bb25a7bff63", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 22, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 318, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:46.533+00", "seconds": 4.151, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/22", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-22", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.35, "x": 0.04, "y": 0.26 }, "kind": "chart", "text": "Capex $bn; 2022: Growth 1.6, Sustaining 4.1, Total 5.7; 2023: Growth 1.3, Sustaining 4.4, Total 5.7", "attrs": { "chart_type": "stacked bar", "data_points": { "2022": { "Total": 5.7, "Growth": 1.6, "Sustaining": 4.1 }, "2023": { "Total": 5.7, "Growth": 1.3, "Sustaining": 4.4 } }, "series_names": [ "Growth", "Sustaining" ], "x_axis_label": "Year", "y_axis_label": "Capex ($bn)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.533+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3408300e-33d7-47a7-92c5-176404400aac", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.479, "x": 0.462, "y": 0.459 }, "kind": "list", "text": "2023 capex in line with 2022\nGrowth spend focused on Woodsmith & Copper\nRising capital expenditure & operating costs across the industry will drive prices higher", "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": "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 07:07:46.533+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0647befd-e83f-4bb0-bf12-dc060ee2604a", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.102, "x": 0.042, "y": 0.95 }, "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 07:07:46.533+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "098553ce-3953-49b7-8027-ef1b3b4c4428", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.749, "x": 0.042, "y": 0.09 }, "kind": "title", "text": "Investing in our high quality growth options", "attrs": null, "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 07:07:46.533+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9801489-6d99-4dcc-8224-daaaa6aace1b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [ { "to": 23, "from": 22, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d3eea82a-e60e-43db-9574-677c5d0b712c", "evidence": "The presentation outlines the company's plans for growth and improvement in various areas.", "position": 3, "objective": "What are AngloAmerican's plans for growth and improvement?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:23.395387+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "setup", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "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": 64, "componentCount": 5, "textChars": 510, "nDataPoints": 17, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:48.037+00", "seconds": 5.114, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/23", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-23", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.19, "w": 0.35, "x": 0.299, "y": 0.299 }, "kind": "chart", "text": "Impacted by $1.2bn working capital build\n0.5 De Beers\n0.4 Kumba\n0.2 PGMs\n0.2 Minas-Rio\n(0.1) Other\n1.2", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:48.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "341bb0bb-366b-4743-8152-5ad45e1ca912", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.91, "x": 0.045, "y": 0.299 }, "kind": "chart", "text": "Cash flows $bn\n10.0 EBITDA\n(0.7) Less associates & JVs EBITDA\n(1.2) Working capital\n8.1 Cash flows from operations\n(2.0) Cash tax\n(0.7) Net interest\n(1.0) Distributions to NCIs\n(4.4) Sustaining capex\n0.1 Other\n0.1 Sustaining attributable FCF", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:48.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5768669-073e-4cfd-b505-d3dd08f466fc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.26, "x": 0.658, "y": 0.32 }, "kind": "source-note", "text": "Inventory builds at De Beers & Kumba & pricing impacts in PGMs & iron ore", "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 07:07:48.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5d71e17-7aca-477d-ade8-d665d3eee591", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.105, "x": 0.045, "y": 0.95 }, "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 07:07:48.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e881129e-6f75-4e30-bc76-b3980ac46e36", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.889, "x": 0.045, "y": 0.094 }, "kind": "title", "text": "Significant improvement being targeted in sustaining attributable free cash flow", "attrs": null, "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 07:07:48.037+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d87ed4fc-e37e-46fa-a932-75160e57af8a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3daa2b7a-14de-430b-bb12-4b45945c7897", "evidence": "chart/waterfall: Cash flows $bn 10.0 EBITDA (0.7) Less associates & JVs EBITDA (1.2) Working capital 8.1 Cash flows from operations (2.0) Cash tax (0.7) Net interest (1.0) Distributions to NCIs (4.4) Sustaining capex 0.1", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.462899+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [ { "to": 23, "from": 22, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d3eea82a-e60e-43db-9574-677c5d0b712c", "evidence": "The presentation outlines the company's plans for growth and improvement in various areas.", "position": 3, "objective": "What are AngloAmerican's plans for growth and improvement?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:23.395387+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 4, "textChars": 528, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:47.974+00", "seconds": 4.707, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/24", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-24", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.51, "x": 0.04, "y": 0.28 }, "kind": "chart", "text": "Net debt $bn 6.9 (0.1) 1.3 1.6 0.9 10.6 2022 Sustaining attributable FCF Growth capex 19 Dividends to AA plc shareholders Other 2023", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:47.974+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dff4dad-aa3a-47df-987e-c207b6235340", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.349, "x": 0.613, "y": 0.286 }, "kind": "list", "text": "Focused on significant cost & capital savings to drive sustainable improvement in cash generation\nInvestment in value-adding growth in products with strongest long term fundamentals\nDividend paid includes benefit from relatively strong H2 2022 earnings\n25% gearing\n1.1x net debt:EBITDA10, within 1.5x bottom of the cycle target", "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 07:07:47.974+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4784a5ab-fa59-4888-9f31-2e99bae9ccf8", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.09, "x": 0.043, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:07:47.974+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "847a7e05-b7e1-40bf-9222-56d1cd13d1b8", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.85, "x": 0.043, "y": 0.086 }, "kind": "title", "text": "Net debt impacted by earnings & investment in portfolio", "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 07:07:47.974+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0d169a2-0c4a-49f9-8af9-9c0fae346370", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1553d168-747b-4b27-bff5-b3fdb238e193", "evidence": "chart/waterfall: Net debt $bn 6.9 (0.1) 1.3 1.6 0.9 10.6 2022 Sustaining attributable FCF Growth capex 19 Dividends to AA plc shareholders Other 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:14.549851+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 25, "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": 64, "componentCount": 5, "textChars": 581, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:47.754+00", "seconds": 4.193, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/25", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-25", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.24, "x": 0.069, "y": 0.72 }, "kind": "list", "text": "Significant capex savings of ~$1.6bn¹", "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": "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 07:07:47.754+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "255e8ec3-5065-43e6-87a6-f3de1498f582", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.59, "x": 0.33, "y": 0.65 }, "kind": "list", "text": "Optimising capital portfolio through structured transformation programme:\n• A more focused technology programme\n• Rigorous capital prioritisation to select the right projects\n• Improving deployment of capital to better leverage our scale\n$0.2bn savings delivered in 2023¹; ~$1.6bn identified in 2024-26¹", "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": "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 07:07:47.754+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ea8c466-e86d-44c0-98f3-cd917535a8e2", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.24, "x": 0.069, "y": 0.39 }, "kind": "list", "text": "~$1bn pa opex saving well progressed", "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": "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 07:07:47.754+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b752d60e-85e0-4eb2-ba5f-1ab6dc713adc", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.59, "x": 0.33, "y": 0.32 }, "kind": "list", "text": "~$0.5bn pa saving from corporate streamlining\n~$0.5bn pa savings from across the businesses\n• Los Bronces plant closure\n• PGMs cost out programme\n• Additional savings at Kumba, SMC & De Beers", "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": "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 07:07:47.754+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e58bca60-7d5a-4945-aeff-e9106ea308ec", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.044, "y": 0.95 }, "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 07:07:47.754+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49c4aa08-77bb-4c25-ac1d-794d338f27ad", "parentComponentId": null } ], "metrics": [], "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": "023b90e1-a964-4626-ac7a-65f4875ecb72", "evidence": "The slide contains a list/bullet points with several items, indicating a list presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:00:07.674871+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 26, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 7, "textChars": 343, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:48.31+00", "seconds": 4.678, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/26", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-26", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.303, "x": 0.697, "y": 0.001 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9f5cfea-b1a3-417c-a6b6-79cfbad034c9", "parentComponentId": null }, { "bbox": { "h": 0.089, "w": 0.528, "x": 0.167, "y": 0.256 }, "kind": "list", "text": "Costs\n$1bn pa opex savings by end of 2024\nAddressing cash generation challenge", "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": "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 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "200233cc-dc6a-4a14-8205-3878320e15dd", "parentComponentId": null }, { "bbox": { "h": 0.044, "w": 0.528, "x": 0.167, "y": 0.769 }, "kind": "list", "text": "Returns\n40% dividend payout", "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": "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 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c45e05d-d3ad-4f2a-b103-0c8fd4916200", "parentComponentId": null }, { "bbox": { "h": 0.089, "w": 0.528, "x": 0.167, "y": 0.59 }, "kind": "list", "text": "Leverage\nCommitted to financial discipline\n<1.5x net debt:EBITDA bottom of the cycle", "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": "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 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "571980dd-37db-4400-b6c5-7584ff9a5da1", "parentComponentId": null }, { "bbox": { "h": 0.146, "w": 0.528, "x": 0.167, "y": 0.409 }, "kind": "list", "text": "Capital\n$1.6bn capex savings 2024-26\nOpportunities to optimise sustaining capex\nClear prioritisation of growth capital", "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": "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 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fef7332c-c802-45f4-a5f5-198a54141972", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.09, "x": 0.04, "y": 0.95 }, "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 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e035b9a-9897-42d3-85d3-b46d002aaf59", "parentComponentId": null }, { "bbox": { "h": 0.066, "w": 0.412, "x": 0.045, "y": 0.101 }, "kind": "title", "text": "Key financial messages", "attrs": null, "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 07:07:48.31+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "203537c6-eba9-492d-b2cc-84a9481cc7db", "parentComponentId": null } ], "metrics": [], "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": "76c8814c-ba4d-432d-8a11-eb3d744b94f3", "evidence": "The slide contains a list/bullet points with several items, indicating a list presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:00:08.072646+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 17, "name": "Evidence & Proof", "beatId": "c5394eb0-f333-4575-9ce5-06aa21876116", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Evidence & Proof", "slug": "consultants-gambit-evidence-proof", "status": "active", "canonId": "019dd9b8-07b1-7688-8e1e-7637fec3802a", "version": 1, "description": null }, "evidence": "The document provides evidence of AngloAmerican's operational performance and financial results.", "position": 2, "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 } ], "loops": [], "locked": true }, { "page": 27, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.8, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:46.892+00", "seconds": 3.249, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/27", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-27", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.22, "x": 0.05, "y": 0.06 }, "kind": "image", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.892+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dea57acd-45a2-4466-9094-683430eefb97", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.5, "x": 0.5, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.892+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77ee885c-75f9-455b-a501-b5183d565bd3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.38, "x": 0.04, "y": 0.42 }, "kind": "title", "text": "Operational detail", "attrs": null, "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 07:07:46.892+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6e982a3-b567-4cca-af8f-d82839419695", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.04, "y": 0.5 }, "kind": "title", "text": "Duncan Wanblad", "attrs": null, "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:46.892+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2775573-21d4-43ad-904a-72e737fc6d25", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 6, "textChars": 307, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:48.017+00", "seconds": 4.262, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/28", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-28", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.949, "w": 0.314, "x": 0.686, "y": 0.001 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:48.017+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4fd9950-55b4-4207-9cf1-bfb9fcff297a", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.647, "x": 0.044, "y": 0.513 }, "kind": "list", "text": "Focus on Operating Model to drive safe, stable production with confidence in delivery of plans", "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": "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 07:07:48.017+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c198145-5152-4e33-aaa4-97172ee31325", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.647, "x": 0.044, "y": 0.713 }, "kind": "list", "text": "Prioritising the most value accretive additional technologies", "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": "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 07:07:48.017+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d4e386a-3bc0-430c-a830-342a436598d3", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.647, "x": 0.044, "y": 0.313 }, "kind": "list", "text": "Clear accountability for delivery underpinned by organisational re-design", "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": "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 07:07:48.017+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afc9d24c-5a67-4e02-b45c-dd65311e666e", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.104, "x": 0.044, "y": 0.949 }, "kind": "source-note", "text": "Anglo American", "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 07:07:48.017+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "836bc114-42d9-4e38-8e63-e90c3e576bd9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.588, "x": 0.044, "y": 0.093 }, "kind": "title", "text": "Embedding higher confidence in operational plans across portfolio", "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 07:07:48.017+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af9515e2-5063-408e-87d7-157b70f76ca3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 677, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:50.391+00", "seconds": 5.578, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/29", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-29", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.26, "w": 0.28, "x": 0.043, "y": 0.626 }, "kind": "chart", "text": "Production outlook (kt)21\n300-330\n310-340\n320-350\n2024F\n2025F\n2026F\n2027F", "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 07:07:50.391+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b35df5e-8031-45f8-be49-15e2660449fb", "parentComponentId": null }, { "bbox": { "h": 0.602, "w": 0.625, "x": 0.346, "y": 0.319 }, "kind": "diagram", "text": "1. Initial slope design\n2. Slope redesign with reduced inter-ramp angle\nPhase 1 North\nPhase 2 North\nMineralised body\nThis mineralised body is extracted later as it takes longer to access", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:50.391+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a942f2d-27b3-412d-8d6b-f2cf96c9746b", "parentComponentId": null }, { "bbox": { "h": 0.287, "w": 0.51, "x": 0.043, "y": 0.236 }, "kind": "list", "text": "Fault necessitated change to mine plan\nImpacted a higher grade phase scheduled for 2024\nSafety prioritised: pit wall slope laid back from 52° to 40-45°\nMine plan resequenced: producing from lower grade phases while additional development of pit wall progresses\n~65kt impact to 2024 is recovered in 2027\nAdditional ~25kt copper mined between 2024-2027 in revised mine plan", "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": "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 07:07:50.391+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20c77e6b-5207-4388-b75d-7a70170bc2bd", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.106, "x": 0.043, "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 07:07:50.391+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0554ebc4-7fa1-4a07-800a-e069bd7145f0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.549, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Prioritising safety at Quellaveco", "attrs": null, "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 07:07:50.391+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b679f5e-5e29-4f41-a57f-103695c3efec", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "94665f6f-c410-4e97-8c2d-7e9e8145d2a5", "evidence": "The slide contains a chart/bar-vertical that could be a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:08.890442+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 87, "componentCount": 8, "textChars": 822, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:51.424+00", "seconds": 6.458, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/30", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-30", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.436, "x": 0.533, "y": 0.559 }, "kind": "chart", "text": "INF5 DON2 INF7B INF6 DON3 ~0.5% ~0.5% ~0.5% ~0.7% ~0.8% ~0.5% ~0.5% ~0.4% 2024F 2025F 2026F 2027F 2028F", "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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f98093f9-a09a-415e-b39d-5de63c2e03c2", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.45, "x": 0.043, "y": 0.536 }, "kind": "list", "text": "~15% unit cost improvement vs 2023 (304c/lb)\nReduces reliance on external water sources e.g. trucks\n~$1.0bn capex savings over 5 years: 40% avoided & 60% deferred\nGrade uplift to ~0.7%TCu in ~2027 from Donoso 2 phase drives next step down in cost position & option to re-open the plant profitably", "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": "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61d120f1-9a76-474c-9d64-a2d31fdec9a2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.043, "y": 0.316 }, "kind": "list", "text": "Single mining phase: lower grade, harder ore impacting volumes & cost led to asset review\nSecond plant which is smaller, older & higher cost put on C&M", "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": "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a17739f4-54da-4aa1-b00b-38da737886ff", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.436, "x": 0.043, "y": 0.479 }, "kind": "paragraph", "text": "Plant closure unlocks significant cash flow benefits", "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "381e44ed-31ee-45de-a894-d1f9848a3ebf", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.436, "x": 0.533, "y": 0.48 }, "kind": "paragraph", "text": "Ore to mill mix by phase with indicative grade (%TCu)", "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e95603d-fca6-40af-93dd-ddbf62e867ba", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.385, "x": 0.57, "y": 0.363 }, "kind": "paragraph", "text": "Improving ore properties from ~2027", "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a09286b4-3340-41fe-94de-fdcd454a4cdf", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.33, "x": 0.355, "y": 0.95 }, "kind": "source-note", "text": "Further information included in the appendix", "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2807b186-ebbc-4598-8306-9a1b623ef7f3", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.916, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Value-focused production at Los Bronces while operationally constrained in the near term", "attrs": null, "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 07:07:51.424+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df3bda01-c35c-4412-b287-a7855e14bcf6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "663490bb-9b79-4417-9a3f-5e7f9c47faa7", "evidence": "The slide contains a chart/bar-stacked with clear labeling.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:09.00867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 6, "textChars": 735, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:57.508+00", "seconds": 11.656, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/31", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-31", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.44, "x": 0.517, "y": 0.46 }, "kind": "list", "text": "Costs adjusted to restore competitiveness\nKolomela lifex rephasing benefiting capex\nRestructuring process, impacting ~490 jobs, with contractor review process also under way\n2024-26F production: 35-37Mtpa21 at cost of $38-40/t23", "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": "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 07:07:57.508+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6483b642-304e-47db-9bfa-5776d6e597b5", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.44, "x": 0.045, "y": 0.46 }, "kind": "list", "text": "Intentional strategy at concentrators to produce higher grade concentrate\nEnabler for placing Mortimer smelter on care & maintenance\nSignificant & sustainable cost-out programme\nRestructuring process, impacting ~3,700 jobs, with contractor review process also under way\nTargeting ~8% reduction in all-in-sustaining cost22 to ~$1,050/oz in 2024", "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": "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 07:07:57.508+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6ff7cc5-2f8e-4c36-91a4-cb8281de8b54", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.405, "x": 0.073, "y": 0.34 }, "kind": "paragraph", "text": "PGMs: Relentless focus on costs & capex", "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 07:07:57.508+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65b3dcb0-d6d3-4821-8b45-382aeea3ac94", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.389, "x": 0.545, "y": 0.34 }, "kind": "paragraph", "text": "Kumba: Adjusting to logistics constraint", "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 07:07:57.508+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5cd6846-9e12-483f-b6a4-bc3c077f3083", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.045, "y": 0.94 }, "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 07:07:57.508+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7608d74-6ff8-4770-91f1-9d0356fdf2c7", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.91, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Decisive action at PGMs & Kumba to right-size our operational footprint", "attrs": null, "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 07:07:57.508+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00fc44fc-61e9-4061-8b25-ef5dfe6b9cb3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 32, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 4, "textChars": 1057, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:50.923+00", "seconds": 4.309, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/32", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-32", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.53, "w": 0.45, "x": 0.517, "y": 0.339 }, "kind": "list", "text": "De Beers is streamlining\n• $2.4bn lower rough diamond revenue reflects weaker demand in our key markets of US & China\n• Simplifying & streamlining the business to drive structural cost reductions & capture more margin\n• Targeting ~$100m pa sustainable cost savings\n• Assessing options to reduce production to manage stock in response to prevailing market conditions\n• LGD wholesale discount to natural now at ~80%: focus is supporting further differentiation at retail", "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": "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 07:07:50.923+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "227d80a7-a521-4c77-9505-938e53328b2d", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.45, "x": 0.045, "y": 0.339 }, "kind": "list", "text": "Steelmaking Coal: Safety first\n• Gas, depth & strata are complex geotech challenges\n• Ground conditions at Moranbah particularly difficult\n• Operational & equipment improvements underpin volume growth towards 20Mtpa\n• GHG emissions ↓15%24: reduced methane venting & increased capacity to transfer methane to third parties\n• Focus on rightsizing costs in light of lower volumes & increased royalty take by QLD state\n• Target is ~20 Mtpa and ~$100/t unit cost by 2026", "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": "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 07:07:50.923+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93c9a33e-9fc9-424c-bf71-3c39b996d9cf", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.305, "x": 0.537, "y": 0.95 }, "kind": "source-note", "text": "Further information included in the appendix", "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 07:07:50.923+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe8fb3cf-392d-4611-beff-a342ea268fc1", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.91, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Significant work underway to transform operations at Steelmaking Coal & De Beers", "attrs": null, "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 07:07:50.923+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c2e46f7-79e6-4d57-8c1a-3dcc875b7dbe", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 98, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:50.069+00", "seconds": 3.152, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/33", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-33", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.059, "w": 0.206, "x": 0.047, "y": 0.06 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:50.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89296690-a91e-45fb-9150-d5b5eb57192f", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.499, "x": 0.501, "y": 0 }, "kind": "image", "text": "Person in hard hat at mining site", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:50.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96253eaa-3b84-4a6c-8fe7-a20561bda4cf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.32, "x": 0.047, "y": 0.569 }, "kind": "paragraph", "text": "Duncan Wanblad", "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 07:07:50.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53a406af-1258-4822-95ec-9bd849ffee8e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.44, "x": 0.047, "y": 0.37 }, "kind": "title", "text": "Portfolio replenishment & growth", "attrs": null, "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 07:07:50.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa34a3e6-cf52-43a2-8524-7a9e8905eeda", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 34, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 6, "textChars": 407, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:51.478+00", "seconds": 4.411, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/34", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-34", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.73, "x": 0.049, "y": 0.32 }, "kind": "chart", "text": "826; ~15; ~25; ~150; ~20; ~100; 50-100; ~1Mt3", "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 07:07:51.478+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9ca411b-3ba9-420e-b9bd-d5c0678e789a", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.706, "x": 0.034, "y": 0.79 }, "kind": "list", "text": "2023 First production; 2023 5th ball mill; 2025-28 Debottleneck; ~2032 4th line; ~2027 Quellaveco to 150ktpd; ~2033 Sakatti25; Early 2030s Los Bronces underground; Grade decline", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.478+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11cabcfd-1ce7-449b-9dd6-b918dc7791a9", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.14, "x": 0.82, "y": 0.58 }, "kind": "paragraph", "text": "Portfolio adjacencies provide value opportunities", "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 07:07:51.478+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e5276a3-b99d-4c66-bd72-626dddda1dd7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.14, "x": 0.82, "y": 0.36 }, "kind": "paragraph", "text": "Further expansion potential at Quellaveco being evaluated", "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 07:07:51.478+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a247352c-70b8-4edc-940f-7152cb2f8c2d", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.043, "y": 0.95 }, "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 07:07:51.478+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23860957-37da-4af5-9b76-4280bbe17630", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.889, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Highly attractive, value-accretive organic copper growth pipeline", "attrs": null, "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 07:07:51.478+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67d05f02-5a90-45dd-a486-0f98b4db91fb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 35, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 82, "componentCount": 7, "textChars": 754, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:53.011+00", "seconds": 5.875, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/35", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-35", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.28, "x": 0.72, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6b87753-e41c-4080-8f96-ef699de1d4f6", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.316, "x": 0.049, "y": 0.318 }, "kind": "list", "text": "Two 1.6km deep shafts:\n• Service shaft: ~745m\n• Production: ~510m\nTunnel: ~27.5km of 37 km length\n3 intermediate shafts complete", "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 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2789d03e-ea4f-4d58-b36e-f081e53ed1e7", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.316, "x": 0.39, "y": 0.318 }, "kind": "list", "text": "Innovative downstream strategy\n• >1,800 on-field demonstrations, with large scientific research program\n• Engagement throughout the value chain\n• Building networks with early adopters\n• Developing regional strategies\n• Renegotiating legacy offtakes into value-sharing arrangements", "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 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49760580-3ba1-4478-8d58-cdc0d3761aa4", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.316, "x": 0.049, "y": 0.57 }, "kind": "list", "text": "2024 capex: ~$0.9bn\n• Continue sinking deep shafts: intersect Sandstone strata mid-2024\n• Progress tunnel; 3-4 month TBM maintenance while tunnel connected to final intermediate shaft\n• Completion of remaining studies", "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 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaa87de3-f93b-4332-8db8-853a2159204d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.64, "x": 0.049, "y": 0.875 }, "kind": "paragraph", "text": "Syndication: right partner, right time, for value. Expect Board FNTP in H1 2025", "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 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1881a33a-59f4-4933-8667-2c31071efe6c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.08, "x": 0.049, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52d9cf7b-efc4-46c2-8983-774ee89f2e29", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.639, "x": 0.049, "y": 0.069 }, "kind": "title", "text": "Woodsmith: Significant 2023 progress", "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 07:07:53.011+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a413e1cc-271f-4484-80fc-91fdbb0530ba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 36, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 12, "textChars": 815, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:56.165+00", "seconds": 8.403, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/36", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-36", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.31, "w": 0.39, "x": 0.08, "y": 0.61 }, "kind": "chart", "text": "Ore feed mix & grade: 2023 (41% Fe), ~2035F (~34% Fe), ~2040F (~32% Fe) with Friable ore (softer, higher grade) and Itabarite ore (harder, lower grade)", "attrs": { "data_points": [ { "x": "2023", "y": 0.41, "series": "Total" }, { "x": "~2035F", "y": 0.34, "series": "Total" }, { "x": "~2040F", "y": 0.32, "series": "Total" } ], "series_names": [ "Friable ore (softer, higher grade)", "Itabarite ore (harder, lower grade)" ], "x_axis_labels": [ "2023", "~2035F", "~2040F" ], "y_axis_labels": [] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be8dd1e5-f2a8-4eed-b9c6-e4b94ec3dff3", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.435, "x": 0.517, "y": 0.84 }, "kind": "list", "text": "Lower operating costs, Lower capex, Considerable expansion options (potential doubling)", "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": "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2877b7fe-2cc4-4570-85a5-05f9734254b1", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.435, "x": 0.517, "y": 0.704 }, "kind": "list", "text": "Softer ore: Serpentina ~79% friable ore, Minas-Rio ~28% friable ore", "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": "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fb5c2c1-fad2-4b8b-8120-42881dd57e49", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.435, "x": 0.517, "y": 0.57 }, "kind": "list", "text": "Higher resource grade: Serpentina ~40% Fe, Minas-Rio ~32% Fe", "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": "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60f16466-f200-4714-a803-6f05141fe4ac", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.435, "x": 0.517, "y": 0.436 }, "kind": "list", "text": "Significantly larger endowment: ~4.3Bt Mineral Resources, Serpentina's strike length more than double Minas-Rio's", "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": "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da6febd8-6b69-4812-ad2b-a0ed59b84cf3", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.449, "x": 0.045, "y": 0.436 }, "kind": "paragraph", "text": "Minas-Rio moves into harder itabirite ore in mid-2030s", "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": null, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33e6812e-c91a-4abc-81f7-dd58c06c1179", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.409, "x": 0.045, "y": 0.479 }, "kind": "paragraph", "text": "Adverse capex & operating costs implications", "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": null, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ce284f4-687d-4c28-96ad-6b1edb40e135", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.45, "x": 0.05, "y": 0.297 }, "kind": "paragraph", "text": "Acquire Serpentina plus $157.5m in cash from Vale for a 15% stake in Minas-Rio26", "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b321974-bdc1-4daf-bd65-7a20eaf1fe04", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.209, "x": 0.045, "y": 0.569 }, "kind": "paragraph", "text": "Ore feed mix & grade", "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "720f4104-b2cf-4298-89c1-c87730bcae29", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.39, "x": 0.55, "y": 0.297 }, "kind": "paragraph", "text": "Serpentina offers value upside from scale & quality 27", "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fecad441-ad54-4bf4-bc21-707c990ea24e", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.09, "x": 0.045, "y": 0.95 }, "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f579099f-210a-4528-b708-ead4b457d0f1", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.889, "x": 0.045, "y": 0.086 }, "kind": "title", "text": "Combining Serpentina with Minas-Rio focuses on long term value creation", "attrs": null, "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 07:07:56.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57267d9c-a133-40b0-9a48-5dbdaaf0e3e1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 37, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 90, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:51.29+00", "seconds": 3.207, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/37", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-37", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.21, "x": 0.05, "y": 0.06 }, "kind": "image", "text": "AngloAmerican logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.29+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e8b560e-9a60-433e-8bf9-d81125e24a55", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.51, "x": 0.49, "y": 0 }, "kind": "image", "text": "Man in hard hat and safety vest looking at a tablet", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.29+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e72de25b-94d5-460e-adff-957366fb728d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.17, "x": 0.05, "y": 0.42 }, "kind": "title", "text": "Wrap-up", "attrs": null, "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 07:07:51.29+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d8d4b4a-924f-47b5-8c3a-5f4e8bee7be9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.05, "y": 0.5 }, "kind": "title", "text": "Duncan Wanblad", "attrs": null, "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.29+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edf36d31-7902-46cb-bd2f-b9a22272dbde", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 38, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 290, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:53.142+00", "seconds": 4.861, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/38", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-38", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.202, "w": 0.43, "x": 0.029, "y": 0.27 }, "kind": "list", "text": "1 Immediate & ongoing Operational excellence", "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 07:07:53.142+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0312d2de-e051-4b67-811c-d87ec2e33228", "parentComponentId": null }, { "bbox": { "h": 0.202, "w": 0.44, "x": 0.499, "y": 0.27 }, "kind": "list", "text": "2 Continuous review Portfolio improvement", "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 07:07:53.142+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09d9056d-212a-436c-be1a-4df71e0315f5", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.44, "x": 0.28, "y": 0.59 }, "kind": "list", "text": "3 Longer term Growth delivery", "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 07:07:53.142+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b06697d-9a2a-47f4-af60-103fb85cfdf3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.588, "x": 0.206, "y": 0.817 }, "kind": "paragraph", "text": "Execution underpinned by our differentiated capabilities & disciplined approach to capital allocation", "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 07:07:53.142+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30058c86-80dd-4632-991c-d335d1ce7d61", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.102, "x": 0.046, "y": 0.95 }, "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 07:07:53.142+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52edafb5-12b2-4413-93cf-28d8fdef6ceb", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.88, "x": 0.046, "y": 0.08 }, "kind": "title", "text": "Clear strategic priorities to deliver value through the cycle", "attrs": null, "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 07:07:53.142+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64d40ed3-4360-4f53-a375-1b6ccfa4ebca", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 38, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 27, "name": "Solution & Approach", "beatId": "f3072df5-3775-461e-9ab4-0a56295388e2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 39, "type": "appendix", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 10, "textChars": 187, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:00.386+00", "seconds": 12.011, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/39", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-39", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.299, "w": 0.276, "x": 0.369, "y": 0.491 }, "kind": "image", "text": "Diamonds", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20bc4d45-0637-4529-8986-11e7a34f356c", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.276, "x": 0.369, "y": 0.19 }, "kind": "image", "text": "PGMs", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33b48d9f-c854-49c8-a428-3a0c06e20cdb", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.276, "x": 0.097, "y": 0.491 }, "kind": "image", "text": "Nickel", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e5a968e-5014-4585-a215-6fc8ef480e31", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.276, "x": 0.097, "y": 0.19 }, "kind": "image", "text": "Copper", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f289ce2-908e-4dfd-b067-b1a0e15e1777", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.276, "x": 0.641, "y": 0.19 }, "kind": "image", "text": "Iron ore & Steelmaking coal", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b294caa4-cdbf-4020-8fba-a8b4fa5db4d4", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.276, "x": 0.641, "y": 0.491 }, "kind": "image", "text": "Crop Nutrients", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9366616-9747-4a8c-b093-1ea69cbe0782", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.222, "x": 0.389, "y": 0.899 }, "kind": "paragraph", "text": "Conference ID: 5880539", "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 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cb4b8a1-35e8-4a12-967f-65e6aaa8334a", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.674, "x": 0.163, "y": 0.846 }, "kind": "paragraph", "text": "UK & other +44 20 3481 4247 / SA +27 105 348 155 / US +1 800 715 9871", "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 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb049d39-3fa9-48cd-876e-2eadf2265ad9", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.08, "x": 0.042, "y": 0.95 }, "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 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cade8d7-bcd2-4bb8-9f5c-94e123664674", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.31, "x": 0.046, "y": 0.094 }, "kind": "title", "text": "To ask a question", "attrs": null, "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 07:08:00.386+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d3f5ec3-efa2-4707-8633-9ac14024adb0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 40, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 3, "textChars": 4261, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:59.351+00", "seconds": 10.906, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/40", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-40", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.74, "w": 0.91, "x": 0.045, "y": 0.18 }, "kind": "list", "text": "1. Capex savings in 2023-2025 calculated comparing latest guidance to previously published guidance. 2026 capex saving of ~$0.4bn is versus previous budget.\n2. Attributable copper equivalent production calculated using long term prices. Future production levels (~2035) are indicative and subject to further studies and final approval, see Cautionary Statement slide.\n3. Indicative and subject to the progress of permitting and studies. Sakatti is a polymetallic resource and therefore, included in copper equivalent terms.\n4. Subject to studies, final design & Board approval. Volume ramp-up will be market-led.\n5. Based on a potential circa doubling of Minas-Rio's ~31Mtpa capacity from expansion opportunities that will be assessed following the transaction to acquire and integrate the contiguous Serra da Serpentina resource with Minas-Rio mine.\n6. 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.\n7. Total Recordable Injury Frequency Rate per million hours worked.\n8. 2021 fatalities was previously restated as a colleague tragically passed away in 2022 following complications after an accident in 2021.\n9. Copper equivalent production is calculated including the equity share of De Beers' production and using long term forecast prices.\n10. Metrics on an underlying basis - before special items and remeasurements, adjusted to include the Group's attributable share of associates' and joint ventures' results.\n11. Copper equivalent unit costs are shown on nominal terms and calculated as the total USD cost base divided by copper equivalent production.\n12. Margin represents the Group's underlying EBITDA margin for the mining business. It excludes the impact of non-mining activities (eg PGMs purchase of concentrate, sales of non-equity product by De Beers, third party trading activities performed by Marketing) & at a Group level reflects Debswana accounting treatment as a 50:50 joint operation.\n13. Attributable ROCE is defined as attributable underlying EBIT divided by average attributable capital employed. It excludes the portion of the return and capital employed attributable to non-controlling interests in operations where the Group has control but does not hold 100% of the equity.\n14. Price variance calculated as increase/(decrease) in price multiplied by current period sales volume.\n15. Inflation variance calculated using CPI on prior period cash operating costs that have been impacted directly by inflation.\n16. Volume plus cost. Volume: increase/(decrease) in sales volumes multiplied by prior period EBITDA margin (ie flat unit costs, before CPI). For assets with no prior period comparative (eg in ramp up) all EBITDA is included in the volume variance. Cost: change in total USD costs before CPI inflation.\n17. Nickel unit cost increase is +5% (2023 vs 2022); De Beers is +20% for consolidated share of production & operating costs.\n18. ETR is presented on an underlying basis - excludes tax related to special items and remeasurements, adjusted to include the Group's attributable share of associates' and joint ventures' ETR.\n19. 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.\n20. Other includes capital repayments of lease obligations and dividends from associates, joint ventures and financial asset investments.\n21. Refer to appendix slide 48 for production guidance footnotes for each business.\n22. All-in-sustaining cost is based on per ounce of 3E PGMs.\n23. Refer to appendix slide 49 for unit costs guidance footnotes for each business.\n24. Scopes 1 and 2 emissions.\n25. Sakatti is a polymetallic resource expressed in copper equivalent terms.\n26. Subject to normal completion adjustments. Refer to RNS called \"Anglo American secures additional multi-billion tonne high quality iron ore resource at Minas-Rio\" dated 22 February 2024 for further details.\n27. Serpentina information as stated in Vale's technical report: 'Iron Ore Resources Assessment for the Serpentina Hills Project'.", "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 07:07:59.351+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd538d1b-7515-4888-b978-7c2f130ff4f4", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.045, "y": 0.95 }, "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 07:07:59.351+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c62cc6d-5383-4f21-9e62-dceb12678bff", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.24, "x": 0.045, "y": 0.049 }, "kind": "title", "text": "Footnotes", "attrs": null, "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 07:07:59.351+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c750d23c-b064-44fc-8a90-b308be7422bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 41, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 49, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:51.636+00", "seconds": 2.956, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/41", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-41", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.059, "w": 0.19, "x": 0.083, "y": 0.06 }, "kind": "image", "text": "AngloAmerican logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04f72fa2-884e-42f3-bb49-ced90a2952b7", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.501, "x": 0.499, "y": 0 }, "kind": "image", "text": "A person in mining gear", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:51.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6411ecb7-eb71-4706-917a-cb08e9737db6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.169, "x": 0.045, "y": 0.46 }, "kind": "title", "text": "Appendix", "attrs": null, "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 07:07:51.636+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e864effc-3545-466b-9142-4cd66d46c4da", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 42, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 477, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:54.266+00", "seconds": 3.891, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/42", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-42", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.502, "w": 0.269, "x": 0.365, "y": 0.323 }, "kind": "list", "text": "Differentiated capabilities: Sustainability leadership & partner of choice, Focused technology platform, Customer-centric marketing business", "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": "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 07:07:54.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "117903a3-7e3c-4fc1-a628-35f147d8b87f", "parentComponentId": null }, { "bbox": { "h": 0.502, "w": 0.269, "x": 0.069, "y": 0.323 }, "kind": "list", "text": "Competitive assets: Leading market positions aligned with demand trends, Focus on operational excellence, Systematic asset review & portfolio improvement", "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": "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 07:07:54.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "178b08c0-3235-4bf8-bef5-3a00c98d8e30", "parentComponentId": null }, { "bbox": { "h": 0.502, "w": 0.269, "x": 0.661, "y": 0.323 }, "kind": "list", "text": "Sustainable returns: World class growth options in attractive products, Proven project delivery, Clear & disciplined capital allocation strategy", "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": "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 07:07:54.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36e7f166-9a91-4c8b-bb79-7e9fc644d418", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.104, "x": 0.042, "y": 0.95 }, "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 07:07:54.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f92ae6de-1b7e-4e46-99a7-f78e386d64e6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.473, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Our investment proposition", "attrs": null, "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 07:07:54.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "427c6e42-d618-4acf-9072-fd0b7f4a6615", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 43, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:54.053+00", "seconds": 3.376, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/43", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-43", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.19666666666666666, "x": 0.08083333333333333, "y": 0.07666666666666666 }, "kind": "image", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:54.053+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c405b71-fbd6-47b8-bf20-6f0b623726dd", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.475, "x": 0.525, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:54.053+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c3be55e-b79a-45b0-9a17-9a540ab9e360", "parentComponentId": null }, { "bbox": { "h": 0.19166666666666665, "w": 0.445, "x": 0.045, "y": 0.4083333333333333 }, "kind": "title", "text": "Simplified earnings and guidance", "attrs": null, "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 07:07:54.053+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48fea141-b11c-435c-8356-db7a8b6c743c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 44, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1089, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:06.276+00", "seconds": 15.331, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/44", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-44", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.329, "x": 0.042, "y": 0.923 }, "kind": "source-note", "text": "See next slide for footnotes and supporting calculations.", "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 07:08:06.276+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a9f9a32-a34f-45e6-b538-6b6132fbe968", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.11, "x": 0.042, "y": 0.943 }, "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 07:08:06.276+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ed7c2cb-13e0-4c4e-b39f-2c5aba77a13d", "parentComponentId": null }, { "bbox": { "h": 0.71, "w": 0.915, "x": 0.042, "y": 0.17 }, "kind": "table", "text": "$m (unless stated)\nCopper¹\nNickel\nPGMs\nDe Beers - Diamonds\nIron Ore²\nSteelmaking Coal\nOther³\nTotal\nSales volume (mined share)\n843kt\n39.8kt\n2,573koz⁴\n24.7Mct⁵\n61.5Mt\n14.9Mt⁶\nAverage benchmark price\n$8,488/t⁷\n$21,473/t⁷\nn/a\nn/a\n$125/t\n$278/t⁸\nProduct premium/(discount) per unit\nn/a\n$(4,475)/t\nn/a\nn/a\n$13/t⁹\n$(18)/t¹⁰\nFreight/moisture/provisional pricing per unit\n$(22)/t¹¹\nn/a\nn/a\nn/a\n$(24)/t¹²\nn/a\nRealised FOB Price\n$8,466/t\n$16,998/t\n$1,744/oz¹³\n$136/ct¹⁴\n$114/t\n$260/t¹⁵\nFOB/C1 unit cost\n$3,660/t\n$11,927/t\n$968/oz\n$71/ct\n$38/t\n$121/t¹⁵\nRoyalties per unit\n-16\n$111/t¹⁷\n$23/oz\n$5/ct\n$4/t¹⁸\n$57/t\nOther costs per unit¹⁹\n$972/t²⁰\n$1,618/t²¹\n$229/oz²²\n$42/ct²³\n$7/t²⁴\n$(7)/t²⁵\nFOB Margin per unit\n$3,834/t\n$3,342/t\n$524/oz\n$18/ct\n$65/t\n$89/t\nMining EBITDA\n3,233\n133\n1,347\n176⁵\n4,013\n1,320\n(22)\n10,200\nMaterial processing & trading²⁶\n-\n-\n(138)²⁷\n(104)²⁸\n-\n-\n-\n(242)\nTotal EBITDA\n3,233\n133\n1,209\n72\n4,013\n1,320\n(22)\n9,958\nAttributable share\n~77%²⁹\n100%\n~79%\n~85%\n~72%³⁰\n100%\n100%\n~79%", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.276+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca7f4670-c1df-4509-8a02-047cb15d2a0b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.64, "x": 0.042, "y": 0.082 }, "kind": "title", "text": "2023 simplified earnings by Business", "attrs": null, "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 07:08:06.276+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f743e7b-bde6-4605-800b-ce332b6d6f2c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 45, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 5, "textChars": 4375, "nDataPoints": 50, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:59.318+00", "seconds": 8.15, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/45", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-45", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.37, "w": 0.93, "x": 0.04, "y": 0.59 }, "kind": "source-note", "text": "1. Total of Chile and Peru. Prices and costs are weighted average of Chile and Peru volumes.\n2. Wet basis. Total of Kumba and Minas-Rio. Prices and costs are the weighted average of Kumba and Minas-Rio volumes.\n3. Manganese ($231m), Crop Nutrients ($(60)m), Exploration ($(107)m), corporate activities and unallocated costs ($(86)m).\n4. Own mined sales volumes including proportionate share of joint operation volumes. PGM ounces are reported on a 5E + gold basis.\n5. Proportionate share of sales volumes (19.2% Botswana, 50% Namibia): 9.9Mct, which are the volumes used to calculate mining EBITDA.\n6. Excludes thermal coal by-product sales.\n7. LME price, c/lb converted to $/tonne (2,204.62 lbs/tonne).\n8. Weighted average of HCC/PCI prices, FOB Aus. See Steelmaking Coal blended price table above.\n9. Kumba: 63.7% Fe content, ~66% of volume attracting lump premium; Minas-Rio: ~67% Fe content, pellet feed. Includes 'other' of product premium and provisional pricing. See Iron Ore realised price table above.\n10. Sales volumes ~77% HCC, averaging 91% realisation of quoted low vol HCC price.\n11. Provisional pricing & timing differences on sales.\n12. Freight and moisture. See Iron Ore realised price table above.\n13. Price for basket of own mined product per 5E + gold PGM ounce. See PGMs basket price table above.\n14. The realised price for proportionate share (19.2% Debswana, 50% Namibia) excluding the negative 3% trading margin achieved.\n15. Realised price adjusted to include Jellinbah. Unit cost is for managed operations only.\n16. Royalties for Copper Chile and Peru are recorded in the income tax expense line, after EBITDA. From 2024, the new Chile mining royalty on sales will impact EBITDA.\n17. Royalties for Nickel, in Brazil, are based on production costs incurred.\n18. Weighted average. Kumba: $4/t; Minas-Rio: $4/t.\n19. Includes market development & strategic projects, exploration & evaluation costs, restoration & rehabilitation costs and other corporate costs.\n20. Weighted average. Chile: 54c/lb; Peru: 34c/lb. Chile is lower than previous period due a smaller rehabilitation provision adjustment and favourable FX movements, which offset the impact of lower sales volumes. Peru is lower than previous period as the operation was ramping up in 2022.\n21. Higher than previous period as 2022 benefitted from a one-off credit.\n22. Higher than previous period primarily due to a decrease in metal inventories.\n23. Higher than previous period largely due to lower equity sales volumes and lower earnings from Element Six, brands and consumer markets.\n24. Weighted average. Kumba: $7/t; Minas-Rio: $7/t.\n25. Reflects the benefit of the margin achieved on the sales of thermal coal by-product and a favourable contribution from non-managed operations.\n26. Principally processing & trading of product purchased from third parties.\n27. Reflecting a reduction in purchase of concentrate (POC) margins and the negative impact of POC inventory adjustments due to lower PGM prices.\n28. Reflecting a reduction in the trading margin and the negative impact of inventory adjustments due to lower rough diamond prices.\n29. Weighted average based on EBITDA. Chile: ~97%; Peru: 60%. Chile's attributable share of EBITDA is impacted by lower earnings from Los Bronces and El Soldado relative to Collahuasi in 2023.\n30. Weighted average based on EBITDA. Kumba: ~53%; Minas-Rio: 100%.\n31. Nickel, copper, chrome & other metals.\n32. Kumba: Platts 62% Fe CFR China; Minas-Rio: MB 65% Fe concentrate CFR.\n33. Moisture adjustment converts dry benchmark to wet product. Kumba: ~1.6%; Minas-Rio: ~9%.", "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 07:07:59.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6087d06a-250d-4053-9a7e-3c8d3c632716", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.32, "x": 0.04, "y": 0.17 }, "kind": "table", "text": "PGMs basket price\nOwn mined PGMs basket\nRealised price\nVolume\nRevenue\nPlatinum $959/oz 1,150koz $1,103m\nPalladium $1,318/oz 955koz $1,259m\nRhodium $6,575/oz 146koz $960m\nIridium, ruthenium & gold 322koz $429m\nBase metals & other31 $736m\nTotal revenue $4,487m\nPGM volume4 2,573koz\nBasket price (per PGM oz) 13 $1,744/oz", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:59.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "063cf553-4bed-4696-a56f-c0b3a9eaec26", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.31, "x": 0.35, "y": 0.17 }, "kind": "table", "text": "Iron Ore realised price\nTotal Iron Ore\nKumba\nMinas-Rio\nMarket price32 $125/t $120/t $132/t\nFreight $(19)/t $(16)/t $(23)/t\nMoisture content33 $(5)/t $(2)/t $(10)/t\nLump premium9 $4/t $7/t -\nFe premium? $3/t $3/t $4/t\nOther9 $6/t $5/t $7/t\nRealised FOB price $114/t $117/t $110/t", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:59.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52df11ed-76dd-48c5-8c6b-4c3f7c319a1b", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.29, "x": 0.67, "y": 0.17 }, "kind": "table", "text": "Steelmaking Coal blended price\nMarket price\nSales Volume\nHCC $296/t 11.5Mt\nPCI $219/t 3.4Mt\nWeighted average steelmaking coal8 $278/t 14.9Mt", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:59.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8b19f30-3cc1-499a-8261-72df8767d92c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.79, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "2023 simplified earnings by Business - notes", "attrs": null, "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 07:07:59.318+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebc171f7-7c90-4309-ab3a-77013037b0af", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 46, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1481, "nDataPoints": 26, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:56.666+00", "seconds": 5.064, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/46", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-46", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.116, "x": 0.045, "y": 0.948 }, "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 07:07:56.666+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5592b8d3-177a-4517-a9b9-69bbaf2e6322", "parentComponentId": null }, { "bbox": { "h": 0.089, "w": 0.91, "x": 0.045, "y": 0.85 }, "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. 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 relevant 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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:56.666+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d49a75c8-3f8a-4b7e-9c18-5431f51612fe", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.91, "x": 0.045, "y": 0.177 }, "kind": "table", "text": "Earnings: Volumes (See slide 47-48), Unit costs (See slide 49), 2024 depreciation ($3.0-3.2bn), 2024 underlying effective tax rate (40-42%²), LT underlying effective tax rate (35-39%²), Dividend pay-out ratio (40% of underlying earnings).\nCapex¹: 2024 Growth (~$1.2bn), Sustaining (~$4.5bn) including Baseline (~$3.4bn), Lifex (~$0.7bn), Collahuasi desalination³ (~$0.4bn), Total (~$5.7bn).\n2025 Growth (~$1.3bn), Sustaining (~$4.4bn) including Baseline (~$3.5bn), Lifex (~$0.7bn), Collahuasi desalination³ (~$0.2bn), Total (~$5.7bn).\n2026 Growth (~$1.3bn), Sustaining (~$4.0bn) including Baseline (~$3.5bn), Lifex (~$0.5bn), Total (~$5.3bn).\nLong term sustaining ($3.0-3.5bn + lifex).\nOther: Net debt: EBITDA: <1.5x bottom of cycle.", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:56.666+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e80c7b76-47e1-445c-83f8-cea404d199d5", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.349, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Guidance summary", "attrs": null, "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 07:07:56.666+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "267c6f76-a461-4daf-9ca0-a4f38b82f935", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 47, "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": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 251, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:55.628+00", "seconds": 3.851, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/47", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-47", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.23, "x": 0.043, "y": 0.918 }, "kind": "source-note", "text": "See next slide for footnotes and additional guidance.", "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 07:07:55.628+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06bc3bce-1574-4aa0-bfa4-e6d1db961d44", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.09, "x": 0.043, "y": 0.938 }, "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 07:07:55.628+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "494a125a-97f1-42bd-8586-e74b7fedbd4d", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.915, "x": 0.043, "y": 0.175 }, "kind": "table", "text": "Table showing production outlook for Copper, Nickel, Platinum Group Metals, Diamonds, Iron Ore, and Steelmaking Coal from 2022 to 2026, 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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:55.628+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4107ba06-2009-4a95-981b-1247db9dc5d0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.43, "x": 0.043, "y": 0.093 }, "kind": "title", "text": "Production outlook", "attrs": null, "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 07:07:55.628+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bc85147-a4e4-407e-acb3-9cbbefccccda", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 48, "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": "overcrowded", "densityScore": 76, "componentCount": 5, "textChars": 4163, "nDataPoints": 48, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:01.055+00", "seconds": 9.201, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/48", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-48", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.012, "w": 0.019, "x": 0.953, "y": 0.955 }, "kind": "other", "text": "48", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.055+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42491a63-a03a-4d6b-bf96-adef8e2b0c96", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.107, "x": 0.043, "y": 0.955 }, "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 07:08:01.055+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4edac982-15b3-437c-8a63-1e068356ecde", "parentComponentId": null }, { "bbox": { "h": 0.294, "w": 0.919, "x": 0.043, "y": 0.66 }, "kind": "source-note", "text": "1. Copper business unit only. On a contained-metal basis. Total copper is the sum of Chile and Peru. Chile production guidance is lower for the next three years impacted by Los Bronces due to lower grades and continued ore hardness, with the smaller and less efficient 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 2024 and 2025 is subject to water availability. Peru production in 2024 will be weighted to the second half of the year, primarily as a result of the grades temporarily declining to between 0.6-0.7% TCu in the first half of the year as the geotechnical fault requires changes to be made to the angle of the slope in the mining pit wall. 2. Nickel operations in Brazil only. The Group also produces approximately 20kt of nickel on an annual basis 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 2023 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 (4E metals) at the end of H1 2024. In 2025, the Siyanda POC agreement will transition to a tolling arrangement (4E metals). At the end of 2026, the Sibanye-Stillwater toll agreement concludes (impacting POC due to the minor metal volumes retained). Production remains subject to the impact of Eskom load-curtailment. 4. Production on a 100% basis except for the Gahcho Kué joint operation, which is on an attributable 51% basis. De Beers will assess options to reduce production in response to prevailing market conditions. Venetia continues to transition to underground operations, it is expected to ramp-up to steady-state levels of ~4Mctpa production 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. In 2024, the next longwall moves scheduled at Moranbah and Grosvenor are both in the third quarter, and a walk-on/walk-off longwall move is scheduled at Aquila during the second quarter with the impact on production expected to be minimal. 7. 5E + gold produced refined ounces. Includes own mined production and POC volumes. Refined production in 2024 is expected to be lower in the first quarter than the rest of the year, due to the annual stock count and planned processing maintenance. Production remains 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 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 07:08:01.055+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6d35caa-c04b-4353-973b-dafb3b81c83a", "parentComponentId": null }, { "bbox": { "h": 0.406, "w": 0.919, "x": 0.043, "y": 0.17 }, "kind": "table", "text": "Units 2022 2023 2024F 2025F 2026F Copper¹ kt Chile: 562 Peru: 102 Chile: 507 Peru: 319 Chile: 430-460 Peru: 300-330 Chile: 380-410 Peru: 310-340 Chile: 440-470 Peru: 320-350 Platinum Group Metals - M&C by source³ Moz Own mined: 2.6 POC: 1.4 Own mined: 2.5 POC: 1.3 Own mined: 2.1-2.3 POC: 1.2-1.4 Own mined: 2.1-2.3 POC: 0.9-1.1 Own mined: 2.1-2.3 POC: 0.9-1.1 Platinum Group Metals - Refined⁷ Moz 3.8 3.8 3.3-3.7 3.0-3.4 3.0-3.4 Iron Ore (Kumba)⁸ Mt 38 36 35-37 35-37 35-37 Iron Ore (Minas-Rio)⁹ Mt 22 24 23-25 22-24 23-25", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.055+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "398f522a-eb60-40cb-9371-14180367d6a2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.768, "x": 0.099, "y": 0.101 }, "kind": "title", "text": "Production outlook – supplementary guidance", "attrs": null, "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 07:08:01.055+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8a25704-b3c0-4a64-a353-6cb42c239b98", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 49, "type": "analysis", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 9, "textChars": 1304, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:58.766+00", "seconds": 6.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/49", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-49", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.301, "w": 0.289, "x": 0.653, "y": 0.482 }, "kind": "chart", "text": "Steelmaking Coal ($/t)5\n-5%\n107\n121\n~115\n2022\n2023\n2024F", "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d2db57e-6e66-4781-b967-d6decdea6336", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.35, "y": 0.482 }, "kind": "chart", "text": "Iron Ore (FOB $/t)4\n-3%\n38\n38\nKumba: 41 M-R: 33\n~37\nKumba: ~38 M-R: ~35\n2022\n2023\n2024F", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56fd0994-7214-4f7f-b480-9535e0cbbca0", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.047, "y": 0.482 }, "kind": "chart", "text": "Diamonds ($/ct)3\n+13%\n59\n71\n~80\n2022\n2023\n2024F", "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c658c7f-9ee8-4ded-9aa8-43824b000241", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.35, "y": 0.179 }, "kind": "chart", "text": "Nickel (C1 c/lb)\n+11%\n513\n541\n~600\n2022\n2023\n2024F", "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84231779-d05d-4eac-97d2-cfb59fec0875", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.653, "y": 0.179 }, "kind": "chart", "text": "PGMs ($/PGM oz) 2\n-5%\n937\n968\n~920\n2022\n2023\n2024F", "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c384cf4d-36c7-47f5-83fa-ebfe5ed7e8d8", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.047, "y": 0.179 }, "kind": "chart", "text": "Copper (C1 c/lb)1\n-5%\n154\n166\nChile: 200 Peru: 111\n~157\nChile: ~190 Peru: ~110\n2022\n2023\n2024F", "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c66ed903-dc45-40a9-ab0a-ea02e0522850", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.84, "x": 0.047, "y": 0.795 }, "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fed6e2e-55ab-43c9-a080-d8bb076e6eed", "parentComponentId": null }, { "bbox": { "h": 0.101, "w": 0.837, "x": 0.047, "y": 0.853 }, "kind": "source-note", "text": "Note: Unit costs exclude royalties, depreciation and include direct support costs only.\n1. The total copper unit cost is the weighted average of Chile and Peru based on actual production or the mid-point of production guidance.\n2. Unit cost is per own mined 5E + gold PGMs metal in concentrate ounce.\n3. De Beers unit cost is based on De Beers' share of production. Near-term unit cost will be impacted by a low carat profile from Venetia as the underground ramps up and is subsequently expected to reach a steady-state of ~$75/ct from 2026.\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.\n5. Steelmaking Coal FOB/t unit cost comprises of managed operations and excludes royalties.", "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e423510f-dcc2-44f1-835c-563d1d224ef7", "parentComponentId": null }, { "bbox": { "h": 0.058, "w": 0.599, "x": 0.047, "y": 0.09 }, "kind": "title", "text": "Unit costs outlook by Business", "attrs": null, "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7694cf6-4bcd-4089-b456-b96507fe28a5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e6e7fe36-9e31-41e1-ac83-0e171369922a", "evidence": "chart/waterfall: Copper (C1 c/lb)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.434171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 50, "type": "analysis", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1437, "nDataPoints": 45, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:59.427+00", "seconds": 6.005, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/50", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-50", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.014, "w": 0.116, "x": 0.049, "y": 0.95 }, "kind": "image", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:59.427+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e101983-20a4-459f-ae71-5e45f26ea233", "parentComponentId": null }, { "bbox": { "h": 0.102, "w": 0.901, "x": 0.049, "y": 0.84 }, "kind": "source-note", "text": "1. Reflects change on actual results for FY 2023.\n2. EBITDA impact refers to copper from both the Copper (Chile and Peru) and PGMs businesses.\n3. EBITDA impact refers to nickel from both the Nickel and PGMs businesses.\n4. 31 December spot for nickel: $7.39/lb, adjusted for ~80% price realisation achieved on the ferronickel product produced.\n5. 31 December spot for Platts 62% Fe CFR China iron ore: $141/t, adjusted for freight (FOB South Africa) and moisture (Kumba's ~1.6% moisture), including the benefit of lump (~66%) and Fe content (~64%) quality premiums that the Kumba products attract.\n6. Weighted average realised price for iron ore on a wet basis. Kumba: $117/t; Minas-Rio: $110/t.\n7. 31 December spot for Australian hard coking coal: $324/t, adjusted for ~90% price realisation achieved due to differences in material grade and timing of shipments.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:59.427+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1b6f260-b776-49d9-a1ef-2ab2c7e0b668", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.901, "x": 0.049, "y": 0.19 }, "kind": "table", "text": "Sensitivity analysis – 20231\nCommodity / Currency\n31 December spot\nAverage realised\nImpact of 10%\nchange in price / FX\n12-month EBITDA ($m)\nCopper (c/lb)²\n384\n384\n690\nNickel ($/lb)³\n5.914\n7.71\n104\nPlatinum ($/oz)\n1,006\n946\n122\nPalladium ($/oz)\n1,119\n1,313\n140\nRhodium ($/oz)\n4,425\n6,592\n118\nIron Ore ($/t)\n1295\n1146\n684\nSteelmaking Coal (hard coking coal) ($/t)\n2927\n269\n241\nOil price\n77\n82\n68\nSouth African rand\n18.52\n18.46\n617\nAustralian dollar\n1.47\n1.51\n181\nBrazilian real\n4.86\n4.99\n99\nChilean peso\n885\n840\n103\nPeruvian sol\n3.70\n3.74\n34", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:59.427+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e51096a1-1f7b-453d-987c-09bf6d11bcc2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.349, "x": 0.049, "y": 0.102 }, "kind": "title", "text": "Earnings sensitivities", "attrs": null, "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 07:07:59.427+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2dabaa0-fe91-4f0e-bc45-18d3ff2df193", "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": "9544e27f-9a5a-47b8-80b2-687010a71f66", "evidence": "table/data: Sensitivity analysis – 20231", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.525373+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 51, "type": "setup", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "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": 71, "componentCount": 5, "textChars": 898, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:58.885+00", "seconds": 5.336, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/51", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-51", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.48, "w": 0.69, "x": 0.17, "y": 0.25 }, "kind": "chart", "text": "Growth² ~1.2, ~1.3, ~1.3; Collahuasi desal ~0.4, ~0.2; Lifex ~0.7, ~0.7, ~0.5; Baseline sustaining ~3.4, ~3.5, ~3.5; Long-term¹ 3.0-3.5 + lifex", "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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9037d5f-d4ad-4722-a8d6-1b90bcba4643", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.58, "x": 0.078, "y": 0.78 }, "kind": "list", "text": "Totals ~5.7 (2024F), ~5.7 (2025F), ~5.3 (2026F)", "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": "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 07:07:58.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6b9a3a8-b9e8-4419-90f9-5227c77d6632", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.91, "x": 0.045, "y": 0.88 }, "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 ~$1bn pa is included after 2024. Long-term sustaining capex guidance is shown on a 2023 real basis.\n2. Growth capex includes Woodsmith. 2024 Woodsmith capex is approved. 2025 and 2026 includes indicative Woodsmith capex, subject to Board approval.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c7bc32a-0c85-49cb-98c0-d643f8100c54", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.39, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Capex guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4eb7b204-18b0-43dc-bcb7-af2b578b894d", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.11, "x": 0.045, "y": 0.19 }, "kind": "title", "text": "Capex¹ ($bn)", "attrs": null, "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfbf5005-c01d-4d08-988a-6645abbb630f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 52, "type": "setup", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "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": "overcrowded", "densityScore": 96, "componentCount": 10, "textChars": 1861, "nDataPoints": 29, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:01.634+00", "seconds": 7.367, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/52", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-52", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.207, "w": 0.919, "x": 0.043, "y": 0.259 }, "kind": "chart", "text": "Guidance ~0.7 ~0.7 ~0.5 Mototolo - Der Brochen² (PGMs) ~0.1 ~0.1 ~0.1 Venetia (Diamonds) ~0.3 ~0.3 ~0.1 Mogalakwena⁴ (PGMs) ~0.1 ~0.1 ~0.1 Jwaneng³ (Diamonds) 2024F 2025F 2026F", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1e49bee-264b-477c-b288-de88efb9f3d0", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.919, "x": 0.043, "y": 0.872 }, "kind": "source-note", "text": "2. Leverages the existing Mototolo infrastructure, enabling mining to extend into the Der Brochen Mineral Resource, which extends the LOM to 51 years.", "attrs": { "numbered": true }, "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 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a1ec957-0404-42b7-a79a-cf653f02bb00", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.919, "x": 0.043, "y": 0.888 }, "kind": "source-note", "text": "3. Attributable share of capex at 19.2%. 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.", "attrs": { "numbered": true }, "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 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "637f50b3-cc40-49dd-a303-e1ac0fa9e80f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.919, "x": 0.043, "y": 0.84 }, "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. Guidance includes unapproved projects and is, therefore, subject to the progress of project studies. 'From' column represents first production.", "attrs": { "numbered": true }, "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 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90247d21-337f-45fb-a97b-f96ca773bb04", "parentComponentId": null }, { "bbox": { "h": 0.011, "w": 0.106, "x": 0.043, "y": 0.957 }, "kind": "source-note", "text": "Anglo American", "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 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d2a3efb-c72e-4f8a-9412-89c23f6b32c9", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.919, "x": 0.043, "y": 0.92 }, "kind": "source-note", "text": "4. Mogalakwena capex relates to progressing the drilling, twin exploration decline and studies supporting possible future underground operations at Mogalakwena.", "attrs": { "numbered": true }, "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 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac4932bf-5d65-48ab-a55c-a379f8f36c53", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.919, "x": 0.043, "y": 0.936 }, "kind": "source-note", "text": "5. Kolomela is an open pit iron ore mine at Kumba. Capex spend was completed by the end of 2023.", "attrs": { "numbered": true }, "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 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bda564fb-6c44-45d5-8bd6-4b8fa39ee902", "parentComponentId": null }, { "bbox": { "h": 0.309, "w": 0.919, "x": 0.043, "y": 0.509 }, "kind": "table", "text": "Capex (pa) Volume (pa) From1 LOM extension Forecast Returns IRR Margin Venetia Underground Approved ~$0.2-0.3bn 4Mct 2023 22 years ~15% ~50% Mototolo - Der Brochen² Approved ~$0.1bn² 0.25Moz PGMs 2024 +30 years2 >20% >30% Jwaneng3 Approved ~$0.1bn3 9Mct3 2027 9 years >15% >50% Kolomela Approved ~$0.1bn5 First ore expected in 2024 Mogalakwena4 2024 capex approved ~$0.1bn4 Studies ongoing in support of the possible future underground operations", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5f84042-e209-407b-b4f7-1b4516feecdb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.369, "x": 0.043, "y": 0.101 }, "kind": "title", "text": "Life extension capex", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8c34444-2c31-4f49-a29b-2ba4c1f530c2", "parentComponentId": null }, { "bbox": { "h": 0.019, "w": 0.369, "x": 0.043, "y": 0.195 }, "kind": "title", "text": "Major components of lifex¹ ($bn)", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.634+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f26a31cc-ebc7-46d1-910b-b13fd8292511", "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": "7d67317f-3261-4d47-b4bf-602b1d4be1a4", "evidence": "table/data: Capex (pa) Volume (pa) From1 LOM extension Forecast Returns IRR Margin Venetia Underground Approved ~$0.2-0.3bn 4Mct 2023 22 years ~15% ~50% Mototolo - Der Brochen² Approved ~$0.1bn² 0.25Moz PGMs 2024 +30 yea", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.654462+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 53, "type": "setup", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "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": "overcrowded", "densityScore": 83, "componentCount": 6, "textChars": 2030, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:01.526+00", "seconds": 6.922, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/53", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-53", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.286, "w": 0.802, "x": 0.069, "y": 0.17 }, "kind": "chart", "text": "Guidance ~1.2 ~0.1 ~0.9 ~0.2 2024F ~1.3 ~0.2 ~1.0 ~0.1 2025F ~1.3 ~0.1 ~1.0 ~0.1 2026F Collahuasi² (Copper) Woodsmith³ (Crop Nutrients) Technology & innovation4", "attrs": { "chart_type": "stacked bar" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.526+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f85533b8-b7c8-479a-89e1-567dd32436e7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.82 }, "kind": "list", "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. 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. 2. Attributable share of Collahuasi debottlenecking project capex at 44%. Capex of ~$0.2bn for the 3rd primary crusher and 6 new flotation cells is approved. Further debottlenecking initiatives, which are under study, include expanding the existing plant capacity from ~185ktpd to 210ktpd and these are expected to be approved in 2024. 3. Capex spend for 2020-2024 is approved. Final design engineering under way; capex & schedule then subject to Board approval. Indicative Woodsmith capex is included for 2025 and 2026. 4. Technology and innovation projects support the FutureSmart Mining™ programme and the delivery of Anglo American's Sustainable Mining Plan targets, particularly those that relate to safety, energy, emissions and water. 5. Attributable share of production volumes (44% share).", "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": "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 07:08:01.526+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49d4a314-2da2-45e8-9ce4-9b01d89c7d0c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.12, "x": 0.04, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:08:01.526+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1857ef5e-6519-400e-975d-d7374a55f3d1", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.95, "x": 0.04, "y": 0.48 }, "kind": "table", "text": "Capex¹ Volume (pa) From 1 Growth optionality Woodsmith3 2024 capex approved³ Collahuasi debottlenecking2 to ~185ktpd Approved ~$0.2bn² ~10ktpa² ~2026 3rd primary crusher & flotation cells, throughput from ~170ktpd to ~185ktpd Collahuasi debottlenecking2 to 210ktpd 2024 ~15ktpa² Studies in progress; implementation between 2025-2028, potential for ~15ktpa² Collahuasi expansion 2027/28 Studies under way for next stage expansion; potential up to +150ktpa5 from ~2032 Technology & innovation4 Ongoing $0.1-0.3bn pa Multiple options - typically value accretive with sustainability benefits", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.526+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f4471a2-0405-434c-a84b-842d25efaeb7", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.629, "x": 0.059, "y": 0.06 }, "kind": "title", "text": "Key projects driving growth capex", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.526+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fe474b6-b4ab-4918-8310-7bba425a78e3", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.36, "x": 0.07, "y": 0.129 }, "kind": "title", "text": "Major components of growth capex¹ ($bn)", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:01.526+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa04f67f-9a10-4243-8ce4-33c3c622b1b7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 54, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 3, "textChars": 97, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:07:58.766+00", "seconds": 2.899, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/54", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-54", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.209, "x": 0.049, "y": 0.07 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4ab9493-5fc1-4ff1-9cd2-1fa7be3a56b3", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.48, "x": 0.52, "y": 0 }, "kind": "image", "text": "A person operating a drone over a large open-pit mine.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91ab9440-ddce-4d5f-9747-ebb092bbfc9d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.436, "x": 0.04, "y": 0.45 }, "kind": "title", "text": "Key operational outlooks", "attrs": null, "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 07:07:58.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec54c8f5-3205-4074-9cd7-6eb2fd314e82", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "85b7c4f6-4576-4e4f-9cfe-4198ef5780fb", "evidence": "type: section_divider", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:17.9827+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 55, "type": "evidence", "function": "diagnose_problem", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 8, "textChars": 601, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:13.728+00", "seconds": 16.997, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/55", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-55", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.386, "w": 0.439, "x": 0.04, "y": 0.545 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ef87826-6baf-433c-aa65-eeaa880afd68", "parentComponentId": null }, { "bbox": { "h": 0.386, "w": 0.439, "x": 0.515, "y": 0.545 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb9a1473-0851-4f2c-952c-0565996ccb38", "parentComponentId": null }, { "bbox": { "h": 0.147, "w": 0.679, "x": 0.043, "y": 0.28 }, "kind": "list", "text": "Current, single ore phase is hard, lower grade ore\nDevelopment of next phases delayed due to permitting & other factors\nProduction expected from a softer, higher grade ore phase (Donoso 2) from early 2027", "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 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e781ebbf-03b7-44d8-b118-4f75574be05c", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.43, "x": 0.518, "y": 0.462 }, "kind": "paragraph", "text": "Start 2027: 4 phases open (INF5, DON2, INF7 & INF6). DON2 is wide open allowing higher productivity. Having several phases open allows optimal blending of grade, impurities & hardness", "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 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66dda449-9a72-4dde-8fd2-49f6dacb8073", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.043, "y": 0.462 }, "kind": "paragraph", "text": "Start 2023: Monophasic with only INF5 feeding ore, very tight development phase at DON2 & no activity at INF6", "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 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc7fdc9b-2957-4efe-9596-ec2adf78ce21", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.11, "x": 0.043, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ae9867b-a4b2-41a3-be07-24c194a5a582", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.019, "x": 0.953, "y": 0.95 }, "kind": "source-note", "text": "55", "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 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3365751d-1e65-4f04-8e32-d268d6af939c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.899, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Los Bronces: Temporarily constrained until higher grade, softer ore from new phases ~2027", "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 07:08:13.728+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd788bf7-20dd-4284-831d-5368b12addd0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before/after framing", "slug": "before-after-framing", "status": "active", "bestFor": "For turnaround / reform proposals", "canonId": "019dd9e1-528b-72ec-a563-e5dcb9410f67", "version": 1, "bodyDocId": "019dd9a1-80bf-72e9-980b-ccd1c0cd3488", "description": "You visualise two futures side by side: the trajectory the target is on\ntoday, and the trajectory under your proposed intervention. The reader\nhas to see the delta to feel the stakes.\n\nIt's the rhetorical cousin of the peer-gap — same visual grammar\n(comparison), but across **time** instead of across peers.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7c39fd64-3c4c-4559-8fd0-405a3d8713c9", "evidence": "paragraph/paragraph: Start 2027: 4 phases open (INF5, DON2, INF7 & INF6). DON2 is wide open allowing higher productivity. Having several phases open allows optimal blending of grade, impurities & hardness", "pageRefs": null, "priority": null, "whenToUse": "For turnaround / reform proposals", "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:21.786904+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "whyItWorks": "- It **quantifies the opportunity cost** of inaction. \"Doing nothing\"\n becomes a concrete, visible path, not an abstraction.\n- It **makes the Answer tangible**. The prescription isn't a paragraph;\n it's a trajectory the reader can point at.\n- It **pre-empts the status-quo defence**. Management usually argues \"we\n have a plan\". Your chart shows what their plan looks like vs. yours.\n- It **satisfies both the Architect** (math adds up) **and the Storyteller**\n (emotional delta between two futures).", "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 56, "from": 55, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "72d37224-668c-4165-afe3-8869c05c5fb6", "evidence": "The document provides a detailed analysis of the challenges and plans for Los Bronces.", "position": 0, "objective": "What are the specific challenges and plans for Los Bronces?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.262532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 56, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 91, "componentCount": 10, "textChars": 1029, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:03.063+00", "seconds": 6.109, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/56", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-56", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.33, "x": 0.59, "y": 0.38 }, "kind": "chart", "text": "304 (30-40) (40) 220-230 2023 Plant closure Higher grade, softer ore 2028F proforma", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df6137ab-f93b-44a0-8c33-5bc163855e0e", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.999, "x": 0.001, "y": 0.59 }, "kind": "image", "text": "Illustration of the Los Bronces mine layout with open pit, tailings dams, and processing plants.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d12025f2-5cb3-44d5-8f35-17234b0adfb8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.21, "x": 0.415, "y": 0.915 }, "kind": "legend", "text": "Lower mine & plant opex: direct & indirect cost benefit", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "421b687d-b547-4504-ad80-112939c37f1d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.778, "y": 0.915 }, "kind": "legend", "text": "Capital savings: Avoidance & deferral", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f97c9e0d-2042-4482-96da-c0c5956c7b2c", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.44, "x": 0.045, "y": 0.198 }, "kind": "list", "text": "Two processing plants at Los Bronces mine: Confluencia (~90ktpd) & Los Bronces (~60ktpd)\nSmaller, older Los Bronces processing plant will be placed on care & maintenance from mid-2024\nRestart subject to many factors e.g. Cu price & growth options", "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 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a332026-bacc-4a5a-8afb-5d752b9f20da", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.44, "x": 0.526, "y": 0.255 }, "kind": "list", "text": "Significant cash flow benefits as outlined on slide 30\nStep-down in C1 unit cost position from grade uplift in next phase:\nAt flat FX & by-product pricing (c/lb)", "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 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59a08a89-902a-4ed9-a856-e1a297bdc4b2", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.23, "x": 0.01, "y": 0.462 }, "kind": "paragraph", "text": "Mine plan: Mine development will continue to create operational flexibility, but volumes can be smoothed to reduce capital intensity", "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 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c904880-d1ba-4817-a51a-a1debd8838b5", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.26, "x": 0.259, "y": 0.462 }, "kind": "paragraph", "text": "Increased buffers across the value chain: As bottleneck moves from mine to plant & we remove stress in the value chain, the ability to create key buffers increases", "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 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99d3773a-c03e-4e28-ab30-caa01487c331", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.045, "y": 0.945 }, "kind": "source-note", "text": "Anglo American", "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 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9ccbcfa-f499-490c-a934-9a03aaba1b71", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.86, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Los Bronces: Removing cash-negative tonnes", "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 07:08:03.063+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "452d6a7a-4545-4892-823d-2e274aecdb43", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "456fdd39-cd47-40f5-ac8c-7715803244a0", "evidence": "chart/waterfall: 304 (30-40) (40) 220-230 2023 Plant closure Higher grade, softer ore 2028F proforma", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:21.880924+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 56, "from": 55, "loop": { "name": "06_zoom_in", "slug": "06-zoom-in", "status": "active", "bestFor": "Technical deep-dives, case studies, detailed analysis", "canonId": "019dd956-6846-74db-82be-dff5b058b072", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication", "description": "Start broad, then progressively focus on specific details that prove your point", "familyLabel": null }, "matchId": "72d37224-668c-4165-afe3-8869c05c5fb6", "evidence": "The document provides a detailed analysis of the challenges and plans for Los Bronces.", "position": 0, "objective": "What are the specific challenges and plans for Los Bronces?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.262532+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 57, "type": "setup", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 4, "textChars": 797, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:02.521+00", "seconds": 4.559, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/57", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-57", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.44, "x": 0.52, "y": 0.31 }, "kind": "chart", "text": "Stable production of high quality premium product (Mt)\n24\n23-25\n22-24\n23-25\n2023\n2024F\n2025F\n2026F", "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 07:08:02.521+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb6ed0cc-6aee-4064-9293-a11c1d52df06", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.44, "x": 0.52, "y": 0.7 }, "kind": "list", "text": "Revised PIG run strategy\n2025 PIG run impact is ~1.5Mt\n~1Mt higher than previously expected as duration extended to ensure rigour of data collection & to incorporate additional plant maintenance", "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": "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 07:08:02.521+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "046d756e-a8bd-40a4-907b-77d469acb433", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.47, "x": 0.04, "y": 0.31 }, "kind": "list", "text": "Near term focus is on safe and stable production of high quality premium products\nAlso increasing the maturity of capital projects to sustain & grow production volumes\nEvaluating optionality in light of Serpentina to maximise long term value\nIn parallel, focused on increasing tailings storage capacity\nTailings filtration plant project will reduce deposition rate on tailings facility & is on track for completion by early 2026\nAlternative additional disposal options continue to be studied", "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": "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 07:08:02.521+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3088a861-b1fd-43f1-967c-bd87bfdcea0c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.04, "y": 0.95 }, "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 07:08:02.521+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12371d9e-1647-4d58-9971-15bbdc670b46", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 58, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 6, "textChars": 450, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:03.33+00", "seconds": 4.563, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/58", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-58", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 1, "w": 0.35, "x": 0.65, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.33+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b3a9da3-a878-4d7f-8052-bf44a22f266a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.477, "x": 0.22, "y": 0.328 }, "kind": "list", "text": "Embedding ~$0.1bn pa sustainable cost savings, with further 2024 cash benefits being identified\n25% reduction in executive leadership positions", "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 07:08:03.33+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "695abca2-247b-4174-a499-0e2d82c8dd90", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.477, "x": 0.22, "y": 0.772 }, "kind": "list", "text": "Leveraging technology to provide origin assurance\nOptimisation of marketing strategy\nDifferentiate De Beers diamonds through provenance", "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 07:08:03.33+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2d9b240-1a65-4ee7-8499-d34025e02907", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.477, "x": 0.22, "y": 0.55 }, "kind": "list", "text": "More targeted exploration spend\nFocus on progressing core Jwaneng & Venetia Underground projects (vs Canadian projects)", "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 07:08:03.33+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bafcea66-c67b-442d-bda5-89f9dacfe3f5", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.096, "x": 0.043, "y": 0.954 }, "kind": "source-note", "text": "Anglo American", "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 07:08:03.33+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75fe5ab9-dcfa-4c7c-aeeb-983ba694b5d8", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.604, "x": 0.043, "y": 0.085 }, "kind": "title", "text": "De Beers streamlining to capture margin", "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 07:08:03.33+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6284e0dd-7d2d-4742-8c64-2f2885ad7a81", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 59, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 71, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:14.83+00", "seconds": 15.87, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/59", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-59", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.199, "x": 0.048, "y": 0.06 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.83+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e20404d-2936-44cf-8c1c-474d21163783", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.46, "x": 0.54, "y": 0 }, "kind": "image", "text": "Man in hard hat and safety glasses", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.83+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "352cba85-8ebc-4612-ac86-1e8abdf39265", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.31, "x": 0.048, "y": 0.46 }, "kind": "title", "text": "Result by business", "attrs": null, "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 07:08:14.83+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1aaff577-e171-4ef5-a35f-6b855c556afe", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8e05d38d-10b1-4bca-b4df-d540f39a0d31", "evidence": "type: section_divider", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:18.145949+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 60, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 3, "textChars": 595, "nDataPoints": 22, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:04.048+00", "seconds": 4.905, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/60", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-60", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.909, "x": 0.05, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart from 2,182 (2022) to 3,233 (2023), with contributions from Price (82), FX (-16), Inflation (-81), Cost & volume (880), and Other (186).", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:04.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56834b20-0e94-4670-8dc7-ea8d57994755", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.304, "x": 0.048, "y": 0.898 }, "kind": "source-note", "text": "1. Excludes third-party sales.\n2. Includes by-product credits.\n3. Excludes impact of third-party trading activities.", "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 07:08:04.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d596f2c8-9d58-4300-aa8b-918a5058342b", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.799, "x": 0.142, "y": 0.266 }, "kind": "table", "text": "Production: 826kt (2023), +24% (vs. 2022); Sales: 843kt (2023), +32% (vs. 2022); Realised price: 384c/lb (2023), 0% (vs. 2022); Unit cost: 166c/lb (2023), +8% (vs. 2022); Underlying EBITDA: $3,233m (2023), +48% (vs. 2022); Mining margin: 44% (2023), +5pp (vs. 2022); Capex: $1,684m (2023), -17% (vs. 2022)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:04.048+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0d64345-a467-4684-8dd5-8734b27adf5d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a85b1bec-1bb9-463d-8274-68efc418ff21", "evidence": "Underlying EBITDA ($m) waterfall chart from 2,182 (2022) to 3,233 (2023), with contributions from Price (82), FX (-16), Inflation (-81), Cost & volume (880), and Other (186).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:49:22.368297+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 61, "type": "analysis", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 357, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:03.852+00", "seconds": 4.522, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/61", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-61", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.919, "x": 0.041, "y": 0.47 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart from 2022 to 2023, showing impacts of Price, FX, Inflation, Cost & volume, and Other.", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.852+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5da5270f-06d1-4142-9ecd-6b7a94991a0d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.24, "x": 0.058, "y": 0.899 }, "kind": "source-note", "text": "1. Excludes third-party sales.\n2. Includes by-product credits.\n3. Excludes impact of third-party trading activities.", "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 07:08:03.852+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0840328f-8ce5-498a-89e5-ef8f20633d71", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.11, "x": 0.058, "y": 0.95 }, "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 07:08:03.852+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eeb96e11-b0fe-453c-a73f-52822351dfed", "parentComponentId": null }, { "bbox": { "h": 0.172, "w": 0.799, "x": 0.142, "y": 0.266 }, "kind": "table", "text": "Production, Sales, Realised price, Unit cost, Underlying EBITDA, Mining margin, Capex for 2023 vs. 2022", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.852+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff4b4ad1-f2ad-42b2-b0eb-32b7cca19923", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d811ab98-836c-4328-8eff-428db0ba1ddf", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2022 to 2023, showing impacts of Price, FX, Inflation, Cost & volume, and Other.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.100228+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 61, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 62, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 5, "textChars": 497, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:04.629+00", "seconds": 5.05, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/62", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-62", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.37, "w": 0.485, "x": 0.286, "y": 0.47 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart: 2022 at 230, Cost & volume adds 1,536, Other adds 15, resulting in 2023 at 1,781.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:04.629+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfea7bc8-9266-4634-8838-c322d2db5f86", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.106, "x": 0.045, "y": 0.943 }, "kind": "source-note", "text": "Anglo American", "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 07:08:04.629+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c87f5ec-ef54-4bd1-9216-0f58a1488b2b", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.169, "x": 0.045, "y": 0.918 }, "kind": "source-note", "text": "1. Includes by-product credits.", "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 07:08:04.629+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b132467c-1654-4f73-bd7c-c107959fd934", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.799, "x": 0.142, "y": 0.264 }, "kind": "table", "text": "2023: Production 319kt, Sales 339kt, Realised price 384c/lb, Unit cost 111c/lb, Underlying EBITDA $1,781m, Mining margin 65%, Capex $416m. vs. 2022: Production ↑212%, Sales ↑337%, Realised price ↑1%, Unit cost ↓18%, Underlying EBITDA ↑674%, Mining margin ↑27pp, Capex ↓49%.", "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 07:08:04.629+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b973bf64-dc47-4664-a568-2f5e900d2e50", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.836, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Copper Peru – reached commercial production levels in June", "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 07:08:04.629+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "375e3f11-7e71-4926-9738-ddf0fe3d7735", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2fab114f-82c5-47cc-b804-e3bdbafcb888", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart: 2022 at 230, Cost & volume adds 1,536, Other adds 15, resulting in 2023 at 1,781.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.179067+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 63, "type": "analysis", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 4, "textChars": 387, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:03.627+00", "seconds": 4.026, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/63", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-63", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.37, "w": 0.92, "x": 0.04, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart from 381 (2022) to 133 (2023), with changes from Price (-232), FX (-9), Inflation (-15), Cost & volume (125), and Other (8).", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.627+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95083a14-d1a6-4a1b-ad9e-c693c55f83d9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.045, "y": 0.94 }, "kind": "image", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.627+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36a6f600-4109-4757-bd50-d58c29f34501", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.12, "x": 0.045, "y": 0.92 }, "kind": "source-note", "text": "1. Nickel business only.", "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 07:08:03.627+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9506bacf-7468-438f-b8d5-824547e7345a", "parentComponentId": null }, { "bbox": { "h": 0.176, "w": 0.799, "x": 0.142, "y": 0.26 }, "kind": "table", "text": "Production: 40.0kt (↑1%), Sales: 39.8kt (↑2%), Realised price: $7.71/lb (↓25%), Unit cost: $5.41/lb (↑5%), Underlying EBITDA: $133m (↓65%), Mining margin: 20% (↓24pp), Capex: $91m (↑15%)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:03.627+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a7ec26f-3f4c-4f9e-83db-6ddee8eb8d17", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "15385509-ea3c-4738-8719-f027a8dfc5b0", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 381 (2022) to 133 (2023), with changes from Price (-232), FX (-9), Inflation (-15), Cost & volume (125), and Other (8).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.261743+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 64, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 5, "textChars": 1108, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:04.954+00", "seconds": 5.301, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/64", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-64", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.93, "x": 0.04, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) 2022: 4,417. Price: (3,105). FX: 538. Inflation: (190). Cost & volume: 1,660. Other: (538). 2023: 1,209.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:04.954+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37ebbecf-7274-4717-8872-978ee2527beb", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.048, "y": 0.86 }, "kind": "source-note", "text": "1. Production is on a metal in concentrate basis. PGM volumes consist of 5E + gold. 2. Sales volumes exclude the sale of refined metal purchased from third parties and toll material. PGM volumes consist of 5E + gold. 3. Excludes trading volumes. Basket price on a per PGMs basis (own mined and purchased concentrate). 4. Total cash operating costs (includes on-mine, smelting and refining costs only) per own mined PGM ounce of production. 5. Represents the underlying EBITDA margin for the mining business. It excludes the impact of purchases of concentrate, tolled material and third-party trading activities.", "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 07:08:04.954+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08b36230-2b53-49b2-b537-2182cb9af4eb", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.11, "x": 0.048, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:08:04.954+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ff5a674-06ad-4c44-b189-284a22977ad5", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.83, "x": 0.14, "y": 0.26 }, "kind": "table", "text": "2023: Production 3,806koz, Sales 3,925koz, Realised basket price $1,657/PGM oz, Unit cost $968/PGM oz, Underlying EBITDA $1,209m, Mining margin 30%, Capex $1,108m. vs. 2022: Production ↓5%, Sales ↑2%, Realised basket price ↓35%, Unit cost ↑3%, Underlying EBITDA ↓73%, Mining margin ↓24pp, Capex ↑9%.", "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 07:08:04.954+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3400e472-22d3-4f09-873e-9efce0e383c9", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.91, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "PGMs – impacted by significantly lower basket price & POC", "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 07:08:04.954+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7d043ac-48d4-4935-8fb2-e20ce8164b1a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d2b4a0ad-a250-4d3e-9bea-79d5d7cde23c", "evidence": "chart/waterfall: Underlying EBITDA ($m) 2022: 4,417. Price: (3,105). FX: 538. Inflation: (190). Cost & volume: 1,660. Other: (538). 2023: 1,209.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.348019+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 65, "type": "analysis", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 4, "textChars": 1156, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:05.884+00", "seconds": 4.988, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/65", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-65", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.84, "x": 0.106, "y": 0.47 }, "kind": "chart", "text": "Underlying EBITDA ($m) 1,417 (2022), (695) (Price), 95 (FX), (49) (Inflation), 768 (Cost & volume), (689) (Other), 72 (2023)", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:05.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9cd4f1c-19c9-4a40-8ef4-b730a216aaa1", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.91, "x": 0.045, "y": 0.86 }, "kind": "source-note", "text": "1. Shown on a 100% basis except for the Gahcho Kué joint operation, which is on an attributable 51% basis.\n2. Consolidated accounting basis. Sales of 27.4Mct on a 100% basis.\n3. Consolidated average realised price is based on 100% selling value post-aggregation of goods. Realised price includes the price impact of the sale of non-equity product and, as a result, is not directly comparable to the unit cost.\n4. Unit costs are based on consolidated production and operating costs, excluding depreciation and special items, divided by carats recovered.\n5. Represents the underlying EBITDA margin for the mining business. It excludes the impact of non-mining activities, third-party sales, purchases, trading downstream and corporate.", "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 07:08:05.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c91a5e9f-f868-45be-8a40-6c39121b6e56", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.79, "x": 0.139, "y": 0.26 }, "kind": "table", "text": "Production1 31.9Mcts ↓ 8%, Sales (Cons.)2 24.7Mcts ↓ 19%, Average price index 133 ↓ 6%, Realised price3 $147/ct ↓ 25%, Unit cost4 $71/ct ↑ 20%, Underlying EBITDA $72m ↓ 95%, Mining margin5 48% ↓ 4pp, Capex $623m ↑ 5%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:05.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97564990-43a6-4ef3-9bb4-5e2843fa7b36", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.91, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Diamonds – weak demand & lower prices, reduced trading margin and higher unit costs", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:05.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0fd1499-2ef6-4edb-b74d-30750326f09c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ef977403-f63e-4d3b-9f4f-b1a866c96207", "evidence": "chart/waterfall: Underlying EBITDA ($m) 1,417 (2022), (695) (Price), 95 (FX), (49) (Inflation), 768 (Cost & volume), (689) (Other), 72 (2023)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.436928+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 66, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 5, "textChars": 665, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:06.277+00", "seconds": 4.851, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/66", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-66", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.92, "x": 0.04, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart from 2022 (3,455) to 2023 (4,013), with positive contributions from Price (322), FX (269), Other (86), and negative from Inflation (-157) and Cost & volume (38).", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.277+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b755bd77-11ff-4ec1-9cd5-908a2134fb66", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.04, "y": 0.94 }, "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 07:08:06.277+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d48bebd-ec11-4617-9203-06737d765cf3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.44, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "1. Wet basis. Kumba product is shipped with ~1.6% moisture. Minas-Rio product is shipped with ~9% moisture.", "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 07:08:06.277+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e93fb9a-b0fb-4116-8a64-25426137a737", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.79, "x": 0.14, "y": 0.26 }, "kind": "table", "text": "Production: 2023 59.9Mt, vs. 2022 ↑1%; Sales: 2023 61.5Mt, vs. 2022 ↑6%; Realised price (FOB): 2023 $114/t, vs. 2022 ↑3%; Unit cost (FOB): 2023 $38/t, vs. 2022 0%; Underlying EBITDA: 2023 $4,013m, vs. 2022 ↑16%; Mining margin: 2023 50%, vs. 2022 ↑5pp; Capex: 2023 $909m, vs. 2022 ↑9%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.277+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b9cd5fe-6276-4252-8426-142ce7424464", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.09 }, "kind": "title", "text": "Iron Ore Total – benefitting from higher prices and weaker FX", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.277+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfdc4269-4dcb-4402-8011-e3024354f2e1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0c6b1326-b60c-4771-9afc-e00ed81bb9a6", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2022 (3,455) to 2023 (4,013), with positive contributions from Price (322), FX (269), Other (86), and negative from Inflation (-157) and Cost & volume (38).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.523773+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 67, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 5, "textChars": 693, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:08.725+00", "seconds": 6.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/67", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-67", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.889, "x": 0.07, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart from 2,211 (2022) to 2,415 (2023), with intermediate values: Price 250, FX 289, Inflation (128), Cost & volume (260), Other 53.", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:08.725+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3e78f9a-668c-4df7-b1e7-16a7ec93bec4", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.12, "x": 0.043, "y": 0.95 }, "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 07:08:08.725+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03390d6d-b06d-4597-86c7-03471186eb3c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.49, "x": 0.043, "y": 0.909 }, "kind": "source-note", "text": "1. Wet basis. Product is shipped with ~1.6% moisture. 2. Break-even price of $62/t for 2023 (2022: $68/t) (62% CFR wet basis).", "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 07:08:08.725+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c6253b7-0bbc-4a1d-9dd6-f4c3c6507d7e", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.824, "x": 0.14, "y": 0.266 }, "kind": "table", "text": "Production: 2023 35.7Mt, vs. 2022 ↓5%; Sales: 2023 37.2Mt, vs. 2022 ↑1%; Realised price (FOB): 2023 $117/t, vs. 2022 ↑4%; Unit cost (FOB): 2023 $41/t, vs. 2022 ↑3%; Underlying EBITDA: 2023 $2,415m, vs. 2022 ↑9%; Mining Margin: 2023 52%, vs. 2022 ↑4pp; Capex: 2023 $538m, vs. 2022 ↓20%", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:08.725+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84cbc197-6cec-471c-a924-844ddbbd5215", "parentComponentId": null }, { "bbox": { "h": 0.102, "w": 0.916, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Kumba (Iron Ore) – benefitting from higher prices & FX, despite logistics constraints & increased costs", "attrs": null, "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 07:08:08.725+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5f46810-06f6-4781-83f3-3a24d4c28675", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d43ae808-3a0e-49f6-a05e-dccf9d998417", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2,211 (2022) to 2,415 (2023), with intermediate values: Price 250, FX 289, Inflation (128), Cost & volume (260), Other 53.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.610612+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 68, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 593, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:06.896+00", "seconds": 4.645, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/68", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-68", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.919, "x": 0.04, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) waterfall chart from 2022 (1,244) to 2023 (1,598), with changes due to Price (72), FX (-20), Inflation (-29), Cost & volume (298), and Other (33).", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.896+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea55eb14-1575-4a8c-b20c-fef3c61a5775", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.12, "x": 0.045, "y": 0.945 }, "kind": "source-note", "text": "Anglo American", "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 07:08:06.896+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d89d094-501e-4095-8023-7fac973c2670", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.306, "x": 0.045, "y": 0.917 }, "kind": "source-note", "text": "1. Wet basis. Product is shipped with ~9% moisture.", "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 07:08:06.896+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a40ef751-9b79-4978-8c96-24797d87ba98", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.799, "x": 0.142, "y": 0.264 }, "kind": "table", "text": "2023 Production: 24.2Mt, Sales: 24.3Mt, Realised price (FOB): $110/t, Unit cost (FOB): $33/t, Underlying EBITDA: $1,598m, Mining margin: 48%, Capex: $371m. vs. 2022 Production: ↑12%, Sales: ↑14%, Realised price (FOB): ↑2%, Unit cost (FOB): ↓6%, Underlying EBITDA: ↑28%, Mining margin: ↑7pp, Capex: ↑132%.", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.896+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ad4ac3c-19b1-4b4b-8d00-6ac0dba61fa2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.889, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Minas-Rio (Iron Ore) – record strong production & sales", "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 07:08:06.896+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c13dca4d-c777-4691-a863-0aacc4c16545", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dd0ea8fa-8d76-4650-87b6-a53d0cc9cb9e", "evidence": "chart/waterfall: Underlying EBITDA ($m) waterfall chart from 2022 (1,244) to 2023 (1,598), with changes due to Price (72), FX (-20), Inflation (-29), Cost & volume (298), and Other (33).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.692889+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 69, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 4, "textChars": 916, "nDataPoints": 22, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:07.483+00", "seconds": 4.669, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/69", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-69", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.37, "w": 0.92, "x": 0.04, "y": 0.46 }, "kind": "chart", "text": "Underlying EBITDA ($m) 2,749 (2022), (952) (Price), 50 (FX), (91) (Inflation), 1,756 (Cost & volume), 25, (461) (Other4), 1,320 (2023)", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:07.483+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20d09e13-c9fa-40e4-b127-54cc8fc4fc21", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.12, "x": 0.045, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:08:07.483+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ac73d1d-c5c9-4b65-af14-135c63a0c6a2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.83, "x": 0.045, "y": 0.88 }, "kind": "source-note", "text": "1. Excludes thermal coal volumes. Steelmaking coal production volumes may include some product sold as thermal coal and includes production relating to third-party product purchased and processed at Anglo American's operations.\n2. Weighted average HCC and PCI realised price at managed operations. Excludes thermal coal.\n3. FOB unit cost at managed operations excluding royalties.\n4. Reflects the impact of a credit to 2022 EBITDA of $343m relating to Grosvenor & Moranbah insurance proceeds.", "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 07:08:07.483+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61f1b3a1-5a12-4513-b0e3-4924f9f228f7", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.799, "x": 0.141, "y": 0.263 }, "kind": "table", "text": "Production: 2023 16.0Mt, vs. 2022 ↑7%; Sales: 2023 14.9Mt, vs. 2022 ↑2%; Realised price: 2023 $261/t, vs. 2022 ↓14%; Unit cost: 2023 $121/t, vs. 2022 ↑13%; Underlying EBITDA: 2023 $1,320m, vs. 2022 ↓52%; Mining margin: 2023 32%, vs. 2022 ↓23pp; Capex: 2023 $619m, vs. 2022 ↓4%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:07.483+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f08093e8-0316-4f67-a0c3-5ea19b3b89d3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8d367532-bce1-4194-987c-32eb9a76feba", "evidence": "chart/waterfall: Underlying EBITDA ($m) 2,749 (2022), (952) (Price), 50 (FX), (91) (Inflation), 1,756 (Cost & volume), 25, (461) (Other4), 1,320 (2023)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.771023+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 70, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 6, "textChars": 870, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:09.031+00", "seconds": 5.341, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/70", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-70", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.63, "w": 0.53, "x": 0.04, "y": 0.22 }, "kind": "chart", "text": "Group EBITDA to statutory profit ($bn)\n10.0\n(2.8)\n(0.6)\n(2.5)\n(1.1)\n2.9\n(2.6)\n0.3\nEBITDA1\nD&A\nNet finance costs\nIncome tax\nNCI\nUnderlying earnings1\nSpecials2\nStatutory profit", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.031+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "620f8241-5b35-4ebb-9137-c35c6beb29a5", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.37, "x": 0.6, "y": 0.29 }, "kind": "list", "text": "D&A $0.3bn higher largely due to Quellaveco reaching commercial production in mid-year\nHigher net finance costs reflect higher net debt & interest rates - majority of Group's borrowings are floating\n38.5% ETR driven by:\nprofit mix\n1.2pp deferred tax impact from new Chile royalty\nSpecial items2 includes:\n$1.6bn impairment of De Beers\n$0.5bn impairment of Nickel", "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 07:08:09.031+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6afca272-e915-443a-a682-d09354412cbc", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.13, "x": 0.048, "y": 0.95 }, "kind": "other", "text": "Anglo American", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.031+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c12332d-728a-4fd6-95fc-f8a3bce37cb3", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "other", "text": "70", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.031+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75f17fb7-dea1-424f-add2-982b0fa6c354", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.75, "x": 0.048, "y": 0.89 }, "kind": "source-note", "text": "1. Metrics from EBITDA to underlying earnings are presented on an underlying basis - before special items and remeasurements, adjusted to include the Group's attributable share of associates' and joint ventures' results.\n2. Specials is reported after tax and non-controlling interest.", "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 07:08:09.031+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16e86b7f-d111-481c-9481-679817415a9b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.62, "x": 0.045, "y": 0.094 }, "kind": "title", "text": "Group EBITDA to earnings waterfall", "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 07:08:09.031+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97a62494-a060-4c68-8ffd-275339affbbd", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fd370a04-169e-4f0d-ab3a-a1745066bfd9", "evidence": "chart/waterfall: Group EBITDA to statutory profit ($bn)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:33.852722+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 70, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 71, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 23, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:06.884+00", "seconds": 3.168, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/71", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-71", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.059, "w": 0.209, "x": 0.046, "y": 0.06 }, "kind": "image", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fac13b8a-3fd5-4cdf-94cc-723f531ccac3", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.501, "x": 0.499, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:06.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc5bef73-c801-4fd4-be75-ea931be3b84d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.176, "x": 0.046, "y": 0.47 }, "kind": "title", "text": "Liquidity", "attrs": null, "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 07:08:06.884+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eba41b8b-3209-4156-86e6-9955afc1d885", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 72, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 10, "textChars": 635, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:11.346+00", "seconds": 7.482, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/72", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-72", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.396, "w": 0.44, "x": 0.517, "y": 0.236 }, "kind": "chart", "text": "Debt repayments ($bn)¹\n2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2050 2052", "attrs": { "x_axis_labels": [ "2024", "2025", "2026", "2027", "2028", "2029", "2030", "2031", "2032", "2033", "2050", "2052" ], "y_axis_labels": [ "0.1", "0.2", "0.4", "0.5", "0.6", "0.7", "0.8", "0.9", "1.0", "1.2", "1.5", "1.7", "1.8", "2.4" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73245916-ea33-4b66-942e-7b6b63ad5ca1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.399, "x": 0.044, "y": 0.53 }, "kind": "list", "text": "Majority of cash held centrally in US dollars", "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": "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 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a80c1b7-c853-47dc-b0e8-eea68dc93dda", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.46, "x": 0.044, "y": 0.79 }, "kind": "list", "text": "$4.7bn revolving credit facility successfully refinanced in November 2023", "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": "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 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "440fe6dc-0d25-45e6-8c86-4b9779cbc170", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.409, "x": 0.044, "y": 0.607 }, "kind": "list", "text": "Strong Investment Grade credit metrics and ratings", "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": "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 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6e3b590-55eb-4a4b-ae6d-9191b08c8743", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.46, "x": 0.044, "y": 0.684 }, "kind": "list", "text": "Weighted average bond maturity is 7.4 years, majority of borrowings is exposed to floating interest rates", "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": "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 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9ed01fa-5882-401e-afd3-3d4867f8b481", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.299, "x": 0.044, "y": 0.366 }, "kind": "list", "text": "$6.1bn cash\n+$7.2bn undrawn committed facilities", "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": "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 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b40067ed-48c4-44ce-b33b-7e967c8759e8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.136, "x": 0.044, "y": 0.315 }, "kind": "metric", "text": "$13.2bn", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a02178b-e56b-432f-a90d-b7e46ea4006c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.339, "x": 0.044, "y": 0.91 }, "kind": "source-note", "text": "1. At 31 December 2023.\n2. $6.1bn cash & $7.2bn undrawn committed facilities does not cast due to rounding.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3acf7076-949a-4c2f-8188-ba1ec9fa84fb", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.096, "x": 0.044, "y": 0.949 }, "kind": "source-note", "text": "Anglo American", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "441314fe-1bae-436c-b7a9-96f3c92dbc5d", "parentComponentId": null }, { "bbox": { "h": 0.158, "w": 0.44, "x": 0.517, "y": 0.67 }, "kind": "table", "text": "Euro bonds 20%\nUS$ bonds 56%\nGBP bonds 3%\nSubsidiary financing 21%\nCapital markets 79%\nBank 6%\nOther 15%", "attrs": { "header_cols": 1, "header_rows": 1 }, "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 07:08:11.346+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "300b6481-bb54-47d8-9ef3-0f5add2834d6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 73, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 3, "textChars": 119, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:07.389+00", "seconds": 3.222, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/73", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-73", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.206, "x": 0.047, "y": 0.07 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:07.389+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef165ba4-6ad5-42f0-9dd3-fc8be2353ce6", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.472, "x": 0.528, "y": 0 }, "kind": "image", "text": "Two people in hard hats and safety gear, one pointing towards a distant landscape.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:07.389+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daff1b23-76d4-461c-bfd7-a76cc62a655c", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.31, "x": 0.043, "y": 0.473 }, "kind": "title", "text": "Portfolio overview", "attrs": null, "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 07:08:07.389+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34a93d95-38ec-454b-be2c-b0b05e00e740", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 74, "type": "setup", "function": "frame_situation", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 3, "textChars": 1264, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:08.239+00", "seconds": 3.995, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/74", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-74", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.95, "x": 0.043, "y": 0.176 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:08.239+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "113d0d49-09fe-4a4f-a805-e0d783c58b24", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.206, "x": 0.75, "y": 0.21 }, "kind": "list", "text": "Copper\nNickel\nPlatinum Group Metals (PGMs)\nDiamonds (De Beers)\nIron Ore\nSteelmaking Coal\nCrop Nutrients", "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": "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 07:08:08.239+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47ebaff5-005b-4ce9-9d1d-ae793552a31f", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.34, "x": 0.629, "y": 0.73 }, "kind": "source-note", "text": "1. FY2023 production for operating assets.\n2. De Beers production is on a 100% basis, except for the Gahcho Kué joint operation which is on an attributable 51% basis. Venetia is currently transitioning to underground operations with full production ramp-up expected over the next few years.\n3. Indicative only. Subject to further studies and Board approval.\n4. Indicative only. Sakatti is a polymetallic resource expressed in copper equivalent terms. Subject to further studies and Board approval.\n5. Anglo American's 44% share of Collahuasi production.\n6. Wet basis.\n7. Reflects the transaction to acquire and integrate the contiguous Serra da Serpentina resource with Minas-Rio mine. Subject to normal completion adjustments. Offers considerable expansion opportunities.\n8. Ounces refer to troy ounces. Own mined metal in concentrate production of PGMs: 5E + gold (platinum, palladium, rhodium, ruthenium and iridium plus gold).\n9. Anglo American's attributable share of production. Production volumes may include some product sold as thermal coal and includes production relating to third-party product purchased and processed at Anglo American's operations.", "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 07:08:08.239+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9c7953b-e768-45e6-9b3e-099729fc8ac6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 75, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 677, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:09.844+00", "seconds": 4.953, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/75", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-75", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.29, "w": 0.2, "x": 0.77, "y": 0.29 }, "kind": "chart", "text": "Donut chart showing capital employed by geography distribution.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21260761-6f44-4457-91af-7ad47fefa738", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.2, "x": 0.28, "y": 0.29 }, "kind": "chart", "text": "Donut chart showing revenue by product distribution.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63550915-5b2c-4966-b7f6-9aa455b0340b", "parentComponentId": null }, { "bbox": { "h": 0.43, "w": 0.23, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Revenue by product¹\nIron Ore 25%\nCopper 23%\nPGMs 21%\nDiamonds (De Beers) 13%\nSteelmaking Coal 13%\nManganese 2%\nNickel 2%\nCorporate & Other³ 1%", "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 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b93eed53-a324-429c-ba8a-e1dc05bf6aa1", "parentComponentId": null }, { "bbox": { "h": 0.43, "w": 0.2, "x": 0.54, "y": 0.25 }, "kind": "list", "text": "Capital employed by geography²\nChile & Peru 27%\nSouth Africa 23%\nBrazil 20%\nAustralia 10%\nNamibia & Botswana 9%\nOther 7%\nUnited Kingdom 4%", "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 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce082f34-e922-4649-ab83-f92d35c58b94", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.48, "x": 0.05, "y": 0.89 }, "kind": "source-note", "text": "1. Group revenue by product based on businesses.\n2. Attributable basis.\n3. Corporate & Other revenue primarily relates to third-party shipping activities, as well as the Marketing business's Energy Solutions activities.", "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 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d265945-d578-4ff8-9be9-fccadeb392a4", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.1, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Anglo American", "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 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1bd83cc-c6be-4214-89de-4670df8a20ac", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.84, "x": 0.04, "y": 0.09 }, "kind": "title", "text": "A differentiated portfolio of high quality assets", "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 07:08:09.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6efdb7ad-3d2d-4273-8bd4-2f8e1cad80cc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d9013314-e74c-4cc7-a015-d7a51c57099e", "evidence": "list/bullet: Revenue by product¹, list/bullet: Capital employed by geography², chart/donut: Donut chart showing capital employed by geography distribution, chart/donut: Donut chart showing revenue by product distribution", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:19.997089+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 76, "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": "overcrowded", "densityScore": 95, "componentCount": 10, "textChars": 1724, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:13.977+00", "seconds": 8.693, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/76", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-76", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.25, "x": 0.14, "y": 0.43 }, "kind": "chart", "text": "~2.6x Existing CuEq Reserve*", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "670b52a8-e9bc-4817-a7b4-9a72abc46b79", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.14, "x": 0.28, "y": 0.77 }, "kind": "list", "text": "Mineral Resources (existing operations)", "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": "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f3af433-fff0-4134-b0e4-9acbfa4610a4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.09, "x": 0.33, "y": 0.45 }, "kind": "list", "text": "Ore Reserves", "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": "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d2c188d-6e43-4676-8976-7bbd5eb56f03", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.12, "x": 0.02, "y": 0.51 }, "kind": "list", "text": "Mineral Resources (new projects)", "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": "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3e3c6ed-91ad-4f7b-9063-0fa7f22abda8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.41, "x": 0.05, "y": 0.88 }, "kind": "paragraph", "text": "Plus further significant mineral endowment potential", "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b659ef3-a689-42cc-938d-b8f6d845b1ea", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.12, "y": 0.92 }, "kind": "source-note", "text": "Source: Anglo American Ore Reserves and Mineral Resources Report 2023. Tonnages are stated at 100% basis. *Total Ore Reserves & Mineral Resources converted to copper equivalent basis (CuEq Mt). No modifying factors have been applied to Mineral Resources.", "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ff114e6-d31f-48f2-b8b4-db8a77b1893c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.6, "y": 0.92 }, "kind": "source-note", "text": "1. Serpentina information as stated in Vale's technical report: 'Iron Ore Resources Assessment for the Serpentina Hills Project'.\n2. Life of Asset including Inferred Mineral Resources. Reserve Life is 27 years.", "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94c9996a-0e79-415f-93ad-04db00624ab9", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.5, "x": 0.46, "y": 0.22 }, "kind": "table", "text": "Quellaveco\n35 year open pit life (Ore Reserves of 8.2Mt Cu)\nExclusive Mineral Resources of 7.6Mt Cu\nExploring further mineralisation potential UG & in Mamut satellites\nLos Bronces\n33 year open pit life (Ore Reserves of 7.7 Mt Cu)\nExclusive Mineral Resources of 62.4 Mt Cu (including LBUG)\nExploring significant further mineralisation nearby\nCollahuasi\n74 year open pit life (Ore Reserves of 32.8Mt Cu)\nExclusive Mineral Resources of 47.1Mt Cu (open pit & UG potential)\nExploring significant further mineralisation nearby & UG\nMinas-Rio\n51 year open pit life (Ore Reserves of 1.7 Bt Saleable)\nExclusive Mineral Resources of 2.0Bt (average c.32%Fe), plus potential\n4.3Bt of high grade iron ore (average c.40%Fe) at Serpentina¹\nWoodsmith\n>40 year2 life of underground mine\nOre Reserves of 290Mt\nExclusive Mineral Resources of 2.0Bt\nMogalakwena\n74 year open pit mine life (Ore Reserves of 114.3 4E Moz)\nExclusive Mineral Resources of 155.5 4E Moz (including UG projects)\nExploring larger total endowment", "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": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07841e17-1277-44ff-88c7-a7f4544dcf25", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.35, "x": 0.08, "y": 0.22 }, "kind": "title", "text": "World class endowments offer exciting potential", "attrs": null, "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8358f02d-cc3b-479e-8a1a-6aaa91866dbc", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.89, "x": 0.08, "y": 0.08 }, "kind": "title", "text": "High quality endowments in future-enabling products", "attrs": null, "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 07:08:13.977+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a07237e-74b9-4093-ad59-44472e4c89e4", "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": "a2e7e4be-01f0-4bc1-ae60-2a52e20f6f13", "evidence": "table/data: Quellaveco, 35 year open pit life (Ore Reserves of 8.2Mt Cu)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:20.089742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 77, "type": "appendix", "function": "frame_situation", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 94, "componentCount": 17, "textChars": 2375, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:15.541+00", "seconds": 9.347, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/77", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-77", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.78, "x": 0.189, "y": 0.624 }, "kind": "list", "text": "Steel remains essential for all efforts to deliver continued economic development for a growing and urbanising global population and even more so for \"green\nsteel\" produced from high quality iron ores\nWhile the scrap share of steel production will rise over time, the speed at which this happens will not displace the need for continued growth in iron ore supply", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ec85ec3-f8b4-442c-a2c6-a9fb0ed953aa", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.78, "x": 0.189, "y": 0.401 }, "kind": "list", "text": "Vehicle ownership continues to track overall economic development\nDelivering aspirations for transportation services will continue to require growth in the total auto fleet - hence all forms of future powertrain from Fuel Cells,\nPHEV, hybrids as well as pure BEV will be required alongside continued legacy ICE demand\nAlready starting to see supply side response to unsustainably weak price environment", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53cbf2ba-e588-44da-aaf8-ba32778237db", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.78, "x": 0.189, "y": 0.299 }, "kind": "list", "text": "While use of nickel in batteries continues to expand at pace, stainless steel remains the cornerstone of global nickel consumption, growing at a rate well in\nexcess of economic output, given its range of applications central to modern life\nSustainably sourced nickel units are likely to become ever more important", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54121cca-b657-4f68-a1bf-749bcb2e2512", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.78, "x": 0.189, "y": 0.726 }, "kind": "list", "text": "Contracting investment in mine supply driven by ESG pressures is at odds with the actual observed trajectory for metallurgical coal use in steelmaking\nThe speed of the transition to alternative (scrap and gas based) steelmaking will be constrained by the scale of the integrated steel production capacity\nthat is still to reach the end of its economic life", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5500c90f-c235-4ae1-9f1a-799424ed0dae", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.189, "y": 0.21 }, "kind": "list", "text": "Demand is robust in the long term, given its critical role in decarbonisation as well as traditional industrial applications\nConsensus estimates continue to underestimate the complexity and lead times involved in the commissioning of new supply", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "748c6351-aba6-4198-8ebb-55a7b6d15bea", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.189, "y": 0.522 }, "kind": "list", "text": "The supply base of natural mined diamonds has been in contraction since 2017 due to a series of mine closures and a lack of major projects\nYet, the anticipated expansion of the middle class (+0.5bn by 2030)¹ presents significant continued demand growth potential for diamonds as a luxury product", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c576e7ef-44b6-496d-8d3d-e93f7824ae29", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.189, "y": 0.83 }, "kind": "list", "text": "POLY4: Long term demand for fertilisers is secure, being a critical enabler for supplying the ever-expanding crop requirements of the global population\nfrom an increasingly constrained area of arable land", "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": "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7417440-687e-43d4-8f98-593014112897", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.099, "x": 0.048, "y": 0.536 }, "kind": "other", "text": "Diamonds", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "128f533b-a8b6-4a34-9d88-ec01ed6f8230", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.099, "x": 0.048, "y": 0.314 }, "kind": "other", "text": "Nickel", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e45a150-c212-4969-a560-7e56c37a9653", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.099, "x": 0.048, "y": 0.849 }, "kind": "other", "text": "Crop\nnutrients", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83ee7297-db6e-4b73-baf5-d6819f242a9e", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.099, "x": 0.048, "y": 0.225 }, "kind": "other", "text": "Copper", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "918fe842-495c-4ef7-8082-90d72a297d10", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.099, "x": 0.048, "y": 0.647 }, "kind": "other", "text": "Iron Ore", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9996f7ce-8c6c-412d-817e-f80b2a733a9f", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.099, "x": 0.048, "y": 0.425 }, "kind": "other", "text": "PGMs", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac308b75-a1f2-4328-9dd4-dde5657cbcb9", "parentComponentId": null }, { "bbox": { "h": 0.049, "w": 0.099, "x": 0.048, "y": 0.738 }, "kind": "other", "text": "Steelmaking\ncoal", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e11881cd-05bd-4243-b314-c818f244ebc1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.59, "x": 0.048, "y": 0.919 }, "kind": "source-note", "text": "1. Source: Brookings. 2030 vs 2020. Includes upper and upper middle income categories.", "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d0e89b6-c49f-4698-9560-b18f89fbf3a0", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.11, "x": 0.048, "y": 0.947 }, "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85e6ecac-780f-4d3d-94ce-55e221c06c11", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.899, "x": 0.048, "y": 0.09 }, "kind": "title", "text": "Product outlook – medium to long term", "attrs": null, "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 07:08:15.541+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4714baf-079d-4bff-aad7-871bee358895", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 78, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 139, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:09.249+00", "seconds": 2.743, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/78", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-78", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.21, "x": 0.08, "y": 0.07 }, "kind": "image", "text": "AngloAmerican logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.249+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70f68b6e-3290-48f1-a879-b239527af4c5", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.51, "x": 0.49, "y": 0 }, "kind": "image", "text": "Image of tall trees with green leaves against a blue sky, suggesting nature and sustainability.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:09.249+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d11febe4-def0-4ef1-87cc-99b0706c8626", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.3, "x": 0.04, "y": 0.41 }, "kind": "title", "text": "Sustainability performance", "attrs": null, "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 07:08:09.249+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7752e3e1-842a-45c7-b308-13207f17c8d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 79, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 1048, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:10.406+00", "seconds": 3.87, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/79", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-79", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.694, "x": 0.154, "y": 0.29 }, "kind": "diagram", "text": "Environment: Healthy Environment, Climate change, Biodiversity, Water\nSocial: Thriving Communities, Education, Health and well-being, Livelihoods\nGovernance: Trusted Corporate Leader, Accountability, Policy advocacy, Ethical value chains\nCollaborative Regional Development: Our innovative partnership model to catalyse independent, scalable and sustainable economic development in regions around our operations - the objective being to improve lives by creating truly thriving communities that endure and prosper well beyond the life of the mine.\nOur Critical Foundations: These form the common and minimum requirements for each of our operations and our business as a whole. The Critical Foundations are essential to the long term credibility and success of both the Sustainable Mining Plan and to maintain our social licence to operate. Zero harm, Leadership and culture, Inclusion and diversity, Human rights, Group standards and processes, Compliance with legal requirements", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:10.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f885cc54-8538-4b29-a202-9fde1bc4591b", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.105, "x": 0.045, "y": 0.95 }, "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 07:08:10.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feea66b4-2f1d-440d-a351-ea8479d25f89", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.87, "x": 0.045, "y": 0.09 }, "kind": "title", "text": "Our Sustainable Mining Plan at the heart of our strategy", "attrs": null, "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 07:08:10.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3cd64fd-3261-4d9e-907b-419582745d71", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 82, "from": 79, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "82474fe8-a52e-46cd-857b-3446b02fc712", "evidence": "The presentation outlines AngloAmerican's Sustainable Mining Plan and commitment to reducing emissions.", "position": 1, "objective": "How is AngloAmerican addressing sustainability?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.306336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 80, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 8, "textChars": 2561, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:14.355+00", "seconds": 7.202, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/80", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-80", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.51, "w": 0.17, "x": 0.639, "y": 0.249 }, "kind": "list", "text": "2030\n3-5 GW renewable energy generated from Envusa Energy³ in South Africa\n30% improvement in energy efficiency⁴\n5 jobs off-site for one on-site\n30% absolute reduction in GHG emissions⁴\nNet positive impact on biodiversity⁵\n50% Reduction in fresh water abstraction in water scarce areas", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "135882c7-70f1-4b2d-b826-25be3d68c9eb", "parentComponentId": null }, { "bbox": { "h": 0.51, "w": 0.21, "x": 0.409, "y": 0.249 }, "kind": "list", "text": "2025\n100% renewable electricity powering Australian operations\n>45% of Los Bronces water needs, secured from desalination offtake\n3 jobs off-site for one on-site\nAll operations to undergo 3rd party audits for responsible mine certification", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63b6021a-6319-4b51-9d0d-581d1c228c99", "parentComponentId": null }, { "bbox": { "h": 0.51, "w": 0.22, "x": 0.18, "y": 0.249 }, "kind": "list", "text": "2021-23\nSA Thermal Coal demerger completed²\nCerrejón sale of shareholding completed²\nAdvisory Resolution on Climate Change Report at 2022 AGM\nEnvusa Energy³ - launched pipeline of >600 MW of wind and solar projects in South Africa in 2022\n100% renewable electricity across South American operations", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ce37567-3415-46e9-bd6b-6026aee7db62", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.11, "x": 0.05, "y": 0.249 }, "kind": "list", "text": "2020\n8% energy efficiency¹\n22% saving in GHG emissions¹", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5522959-eb37-4ce7-a649-e627ed86c76c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.12, "x": 0.829, "y": 0.249 }, "kind": "list", "text": "2040\nCarbon neutrality across our operations⁶ & in our controlled ocean freight\n50% Scope 3 reduction ambition", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edb81383-cbcb-401e-8c6f-88a814a8958a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.905, "x": 0.05, "y": 0.817 }, "kind": "source-note", "text": "1. 2020 Energy and GHG (Scopes 1 & 2) savings are calculated relative to projected 'business as usual' consumption levels.\n2. The demerger of the South Africa thermal coal operations was completed on 4 June 2021. The sale of Anglo American's 33% interest in Cerrejón was completed on 11 January 2022 following receipt of the relevant regulatory approvals. The agreement was effective 31 December 2020 and, therefore, economic benefits from 1 January 2021 did not accrue to Anglo American.\n3. Envusa Energy - a jointly owned company, with EDF Renewables, developing a regional renewable energy ecosystem (RREE) in South Africa. A pipeline of >600 MW of wind and solar projects. In 2023, Envusa Energy made significant progress towards the delivery of solar and wind power to our operations. The three Koruson 2 projects, on the border of the Northern and Eastern Cape provinces, are expected to reach a key milestone - financial close - with the lenders consortium and EDF Renewables, imminently.\n4. 2030 target based on an absolute reduction in Scope 1 & 2 GHG emissions across the business vs 2016 baseline adjusted for structural changes. De Beers is targeting carbon neutrality across its operations by 2030.\n5. Included within Healthy Environment related Global Stretch Goals in Sustainable Mining Plan (https://www.angloamerican.com/sustainability/environment).\n6. Targets and guidance as announced on 7 May 2020.\nFor more information on our targets, see our latest Sustainability Report and Climate Change Reports.", "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 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fe0e818-09d7-4be9-9412-67ab54532e07", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.105, "x": 0.05, "y": 0.95 }, "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 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c23672b7-b2d0-48c9-828b-639ab8a311c2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.706, "x": 0.045, "y": 0.094 }, "kind": "title", "text": "Active route to a more sustainable world", "attrs": null, "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 07:08:14.355+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe441f5f-9018-4981-bae3-7c3e530e66a6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 82, "from": 79, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "82474fe8-a52e-46cd-857b-3446b02fc712", "evidence": "The presentation outlines AngloAmerican's Sustainable Mining Plan and commitment to reducing emissions.", "position": 1, "objective": "How is AngloAmerican addressing sustainability?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.306336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 81, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 6, "textChars": 1424, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:12.515+00", "seconds": 5.296, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/81", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-81", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.53, "w": 0.95, "x": 0.025, "y": 0.24 }, "kind": "chart", "text": "Stacked area chart showing GHG emissions reduction over time with various initiatives: South America 100% renewable energy, Three renewables plants in construction in South Africa, Australia 100% renewable energy, Detailed haul truck decarbonisation mine plans, Enhanced operational methane capture and utilisation programme implemented, Large scale VAM abatement technology in implementation, Ongoing roll-out of integrated solar and wind generation in southern Africa, Significant operational VAM capture and abatement in Australia, Nature & mineral based carbon negative solutions plan, Electrification of energy sources for processing facilities, Hydrogen & electric mobility for wider fleets, Carbon negative solutions ramp-up. The chart shows a 30% reduction goal by 2030 and carbon neutrality by 2040.", "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": "Stacked area chart", "slug": "area-stacked", "status": "active", "canonId": "019de52c-ffb1-75fa-a614-76782f418cf1", "version": 1, "description": null }, "framework": null }, "subkind": "area-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:12.515+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92648406-2dcb-42e5-903c-79cfcb6852fd", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.59, "x": 0.22, "y": 0.805 }, "kind": "list", "text": "Fossil fuels and other³, Electricity purchased⁴, Diesel⁵, Fugitive methane emissions⁶, Carbon removals", "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": "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 07:08:12.515+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e86fa6a6-fbe4-4fe8-8959-6389f697f034", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.1, "x": 0.043, "y": 0.95 }, "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 07:08:12.515+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fc7d1c8-0e6a-4407-9466-f10471314573", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.043, "y": 0.85 }, "kind": "source-note", "text": "1. 2030 target based on an absolute reduction in GHG emissions across the business vs 2016 baseline adjusted for structural changes.\n2. Targets and guidance as announced on 7 May 2020.\n3. CO2 from fossil fuel consumption (excluding diesel) used in processing, and other activities.\n4. CO2 emissions from electricity consumption (all Scope 2).\n5. CO2 sub-set from fossil fuel consumption.\n6. Fugitive emissions from steelmaking coal mining.", "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 07:08:12.515+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10050bb0-8cf9-40d9-b7c8-3b654efa88d4", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.62, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Operations carbon neutral by 2040", "attrs": null, "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 07:08:12.515+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e540552-b96e-4c83-946f-7f2ade75b8ac", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.24, "x": 0.043, "y": 0.15 }, "kind": "title", "text": "Scopes 1 & 2 - GHG emissions", "attrs": null, "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:12.515+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f86af2be-ec78-4bec-b494-70c7860cd30f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "7e445895-37da-403b-a313-6718b98bb7f8", "evidence": "chart/area-stacked: Stacked area chart showing GHG emissions reduction over time with various initiatives", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:20.366039+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 81, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 82, "from": 79, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "82474fe8-a52e-46cd-857b-3446b02fc712", "evidence": "The presentation outlines AngloAmerican's Sustainable Mining Plan and commitment to reducing emissions.", "position": 1, "objective": "How is AngloAmerican addressing sustainability?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.306336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 82, "type": "setup", "function": "propose_solution", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 6, "textChars": 550, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:12.807+00", "seconds": 5.226, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/82", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-82", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.51, "w": 0.73, "x": 0.13, "y": 0.32 }, "kind": "chart", "text": "2020 baseline, Kumba emission intensity levers¹ (15-20%), Minas-Rio emission intensity levers¹ (10-15%), Steelmaking coal emission intensity levers¹ (15-20%), 50% reduction from other scope 3 categories (10-15%), 2040 ambition (~45-55%), 50% emissions reduction target", "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": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:12.807+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60bf6884-f9ce-4756-8ace-2b448a93324c", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.305, "x": 0.355, "y": 0.868 }, "kind": "list", "text": "Iron ore, Steelmaking coal, Other", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:12.807+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2f1b76d-2fac-468b-b431-eaac04aaa618", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.57, "x": 0.043, "y": 0.92 }, "kind": "source-note", "text": "1. Emission intensity levers refer to the tools and mechanisms Anglo American can use to reduce emissions", "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 07:08:12.807+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13851eab-678b-4144-ac04-5064d820d92a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.043, "y": 0.94 }, "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 07:08:12.807+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "264bc118-41e8-4909-9bf2-8a61b2f6d41b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.67, "x": 0.043, "y": 0.202 }, "kind": "title", "text": "Driving scope 3 emissions reduction within our sphere of influence and control", "attrs": null, "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:12.807+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f052a796-8453-40af-a39a-c27f2c606933", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.88, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Ambition: 50% reduction in Scope 3 emissions by 2040", "attrs": null, "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 07:08:12.807+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a9cafc2-cf3c-4120-aee9-c043e5fdee69", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7c5f2fe3-1a50-404b-a85a-b8645c6ed7b5", "evidence": "chart/waterfall: 2020 baseline, Kumba emission intensity levers¹ (15-20%), Minas-Rio emission intensity levers¹ (10-15%), Steelmaking coal emission intensity levers¹ (15-20%), 50% reduction from other scope 3 categories", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:00:20.453872+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 82, "from": 79, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "82474fe8-a52e-46cd-857b-3446b02fc712", "evidence": "The presentation outlines AngloAmerican's Sustainable Mining Plan and commitment to reducing emissions.", "position": 1, "objective": "How is AngloAmerican addressing sustainability?", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:14:23.306336+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 83, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 496, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:11.657+00", "seconds": 3.88, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/83", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-83", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.57, "w": 0.39, "x": 0.279, "y": 0.27 }, "kind": "chart", "text": "Anglo American, Peer 1, Peer 2, Peer 3, Peer 4", "attrs": { "x_axis_label": "Sustainalytics", "y_axis_label": "MSCI" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Scatter plot", "slug": "scatter", "status": "active", "canonId": "019de52d-007d-72ec-8689-c79fb78e21a2", "version": 1, "description": null }, "framework": null }, "subkind": "scatter", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:11.657+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4c8499a-97b6-4ad9-91fe-7038377e4b37", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.33, "x": 0.32, "y": 0.87 }, "kind": "legend", "text": "High risk, Medium risk", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:11.657+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb1a389f-89bc-4d94-830a-392f03c0b74a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.299, "x": 0.657, "y": 0.89 }, "kind": "source-note", "text": "Based on original analysis prepared by Barclays in their research note \"ESG comps: leaders and improvers\" dated 31 January 2024. 1. MSCI ESG Ratings data obtained from Bloomberg as at February 2024. 2. Sustainalytics ESG Risk Ratings. At the date of the last report Anglo American was ranked 3rd percentile for the diversified metals and mining sub-industry.", "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 07:08:11.657+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3f8e426-a9eb-40ee-9903-9918a929ed72", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.889, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "Our ESG ratings reflect our leading capabilities in sustainable mining", "attrs": null, "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 07:08:11.657+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da35c77d-2f7e-410e-bd9b-a8004f9e9a28", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 84, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 9, "textChars": 444, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:13.273+00", "seconds": 4.839, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/84", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-84", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.33, "w": 0.38, "x": 0.52, "y": 0.55 }, "kind": "chart", "text": "Downstream/other, Upstream, Southern Africa, Australia", "attrs": {}, "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 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ff6958a-7425-4181-a3c4-70ca8f00b42c", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.39, "x": 0.09, "y": 0.24 }, "kind": "diagram", "text": "Group Technical Specialists, Internal risk assurance, Independent Technical Review Panel / Dam Safety Review, BU Technical Standard expert, Engineer of Record, Operation", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a2508b8-8cbd-4703-8e03-6840a5e8b112", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.16, "x": 0.52, "y": 0.43 }, "kind": "metric", "text": "27 Facilities in active use", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4188d173-4c19-42d4-ad34-118ab0712cc5", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.24, "x": 0.72, "y": 0.43 }, "kind": "metric", "text": "9 Facilities closed or rehabilitated", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50bbae95-e86b-4d8f-9e5b-95f068ccaa7c", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.16, "x": 0.52, "y": 0.33 }, "kind": "metric", "text": "57 Managed facilities", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fbdf74c-4f22-44d3-92f1-1c9b0a74267d", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.24, "x": 0.72, "y": 0.33 }, "kind": "metric", "text": "21 Facilities inactive or in care & maintenance", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95c9892c-4075-4201-ba6b-97b21e0025db", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.04, "y": 0.94 }, "kind": "source-note", "text": "Anglo American", "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 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b58d16e-94df-44e0-9d46-00366cf4b9e3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.04, "y": 0.92 }, "kind": "source-note", "text": "1. Managed operations.", "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 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1fdc38b-da5a-461d-8b71-b4b658c01d08", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.89, "x": 0.042, "y": 0.08 }, "kind": "title", "text": "Processed Mineral Residue Facilities safety management", "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 07:08:13.273+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84bb8f57-cbcb-4495-a400-6ce3c4fa5cff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 85, "type": "setup", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 8, "textChars": 736, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:14.723+00", "seconds": 5.73, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/85", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-85", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.37, "w": 0.33, "x": 0.043, "y": 0.18 }, "kind": "chart", "text": "SHE targets in annual bonus: Individual & Strategic 30%, EPS 34%, Sustaining attributable FCF Strategic 16%, Safety 10%, Health & Environment 10%", "attrs": { "values": [ 0.3, 0.34, 0.16, 0.1, 0.1 ], "series_names": [ "Individual & Strategic", "EPS", "Sustaining attributable FCF Strategic", "Safety", "Health & Environment" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76ae5894-460a-4cd8-b307-aad35262de56", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.29, "x": 0.043, "y": 0.58 }, "kind": "chart", "text": "ESG targets in LTIPs: 20%", "attrs": { "values": [ 0.2 ], "series_names": [ "ESG targets" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c13ae93a-d6a2-49e0-95d8-cdb0f97ba704", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.546, "x": 0.404, "y": 0.56 }, "kind": "list", "text": "LTIPs include metrics incentivising delivery of:\nCreating renewable energy supply for sites\nReduction in GHG emissions\nReduction in the abstraction of fresh water in water scarce areas\nTargets for off-site jobs supported for each on-site job\nMines being assured against recognised responsible mining standard", "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 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6eca8c3-64f5-478b-930e-dcb350d8507a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.018, "x": 0.95, "y": 0.95 }, "kind": "other", "text": "85", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b11a788-807a-4202-910f-54a91b07100a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.546, "x": 0.404, "y": 0.32 }, "kind": "paragraph", "text": "All employees under the Group bonus scheme & local site-specific operational bonus schemes are incentivised on safety", "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 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8099c1b7-ff19-41b3-a846-f4269a36adab", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.546, "x": 0.404, "y": 0.45 }, "kind": "paragraph", "text": "30% strategic & individual measures that can contain additional ESG-linked metrics", "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 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dca9c4f0-7ac3-43c0-96b0-8ab68c6824e4", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.102, "x": 0.043, "y": 0.95 }, "kind": "source-note", "text": "Anglo American", "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 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e0e54e3-ae6f-41f8-87f7-bada442d8999", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.85, "x": 0.043, "y": 0.09 }, "kind": "title", "text": "ESG integrated into management remuneration", "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 07:08:14.723+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52d18644-679d-47e7-8d7f-d706f49e385f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "e7de14d0-aecb-46ac-8e69-96a0ca2979d5", "evidence": "All employees under the Group bonus scheme & local site-specific operational bonus schemes are incentivised on safety", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:10.804945+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 86, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 3675, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:16.093+00", "seconds": 6.683, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/86", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-86", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.909, "x": 0.047, "y": 0.77 }, "kind": "source-note", "text": "1. The following sustainability performance indicators for year ended 31 December 2023 and the prior period are externally assured: work-related fatal injuries; TRIFR; GHG emissions; and fresh water withdrawals.\n2. Fresh water withdrawal data can vary year-on-year due to seasonal variations in hydrological cycles, production profiles & operational requirements. The fresh water savings projects & initiatives are on track to achieve our 2030 water reduction targets, with a reduction to date of 22% against the 2015 baseline (48,666 ML).\n3. While sites are assessed annually against all requirements applicable to their context, for consistency during the transition period, the metric reflects performance against the Social Way foundational requirements. For further information on progress, see Socio-political commentary on page 4 of the full year results press release.\n4. Jobs supported since 2018, in line with the Sustainable Mining Plan Livelihoods stretch goal.\n5. Local procurement is defined as procurement from businesses that are registered and based in the country of operation - also referred to as in-country procurement - and includes local procurement expenditure from the Group's subsidiaries and a proportionate share of the Group's joint operations, based on shareholding.\n6. Taxes and royalties include all taxes and royalties borne and taxes collected by the Group. This includes corporate income taxes, withholding taxes, mining taxes and royalties, employee taxes and social security contributions and other taxes, levies and duties directly incurred by the Group, as well as taxes incurred by other parties (e.g. customers and employees) but collected and paid by the Group on their behalf. Figures disclosed are based on cash remitted, net of entities consolidated for accounting purposes, plus a proportionate share, based on the percentage shareholding, of joint operations. Taxes borne and collected by equity accounted associates and joint ventures are not included.\n7. By the end of 2023, we exceeded our consolidated target of 33% female representation across the business for our management population, reaching 34%. However, for female representation for those on the Executive Leadership Team and for those reporting into an Executive Leadership Team member, we achieved 25% and 29%, respectively. The company is committed to building female representation in our Executive Leadership Team and those reporting to them. We have seen positive improvements year on year on other key performance metrics such as the percentage of women in the workforce which increased to 26% in 2023 (2022: 24%).", "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 07:08:16.093+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fcad8fe-8225-4bb3-bfcf-be3788e643a0", "parentComponentId": null }, { "bbox": { "h": 0.57, "w": 0.909, "x": 0.047, "y": 0.16 }, "kind": "table", "text": "Pillar of value Metric 2023 2022 Target Target achieved Safety & health Work-related fatal injuries 3 2 Zero Not achieved Total recordable injury frequency rate per million hours 1.78 2.19 Reduction year on year On track New cases of occupational disease 15 5 Reduction year on year Not achieved Environment GHG emissions - Scopes 1 & 2 (Mt CO₂e) 12.5 13.3 Reduce absolute GHG emissions by 30% by 2030 On track Fresh water withdrawals (ML)2 38,040 35,910 Reduce fresh water abstraction in water scarce areas by 50% by 2030 On track for 2030 target Level 4-5 environmental incidents 0 0 Zero On track Socio-political Social Way 3.0 implementation3 73% 66% Full implementation of the Social Way 3.0 by end 2022 Behind schedule Number of jobs supported off site 4 139,308 114,534 Local procurement spend ($bn)5 13.0 13.6 Taxes & royalties ($m)6 5,081 5,893 People Women in management7 34% 32% To achieve 33% by 2023 Achieved7 Women in the workforce 26% 24% Voluntary labour turnover 3.5% 3.6% < 5% On track", "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 07:08:16.093+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc68a577-17f0-4fb2-aaa9-37b899b632a0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.047, "y": 0.09 }, "kind": "title", "text": "Measuring our ESG progress: 2023 targets¹", "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 07:08:16.093+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "439c755f-9383-4d6b-b003-d283635b06a4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "9e9f1faf-4d95-419e-8fc3-8c5c9311cabb", "evidence": "table/data: Pillar of value Metric 2023 2022 Target Target achieved Safety & health Work-related fatal injuries 3 2 Zero Not achieved Total recordable injury frequency rate per million hours 1.78 2.19 Reduction year on y", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:00:10.922592+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 87, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 9, "textChars": 1407, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:16.105+00", "seconds": 6.664, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/87", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-87", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.46, "w": 0.41, "x": 0.06, "y": 0.508 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4b7a824-7f83-4cb4-9391-fb4e7fde4143", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.19, "x": 0.77, "y": 0.468 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff94f389-06e7-4377-9520-ecf0b72ed20f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.498, "y": 0.723 }, "kind": "list", "text": "Other relevant sections of our website include\n→ ESG summary factsheets: angloamerican.com/investors/esg-summary-factsheets\n→ Sustainability: angloamerican.com/sustainability\n→ Approach & policies: angloamerican.com/sustainability/approach-and-policies\n→ Social Way: socialway.angloamerican.com/en\n→ Leadership & culture: angloamerican.com/sustainability/people\n→ Inclusion & diversity: angloamerican.com/sustainability/people/diversity-and-inclusion", "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": "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04807913-e0da-4016-8708-006bcc2d13b1", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.42, "x": 0.045, "y": 0.32 }, "kind": "list", "text": "Our 2023 reporting suite\nYou can find the below reports and others, including the Tax and Economic\nContribution Report and the Ore Reserves and Mineral Resources Report on\nour corporate website on the 4 March 2024\n→ For more information, visit: angloamerican.com/investors/annual-\nreporting/reports-library", "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": "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14403f16-4f7c-4473-9f64-00aafef1db87", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.42, "x": 0.045, "y": 0.193 }, "kind": "list", "text": "Sustainability twice-yearly update presentations\n→ For presentations and webinar replays, visit:\nangloamerican.com/investors/investor-presentations", "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": "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20ef221b-9fc0-41c4-a167-1f221232f070", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.42, "x": 0.498, "y": 0.193 }, "kind": "list", "text": "FutureSmart Mining™\nTo deliver on our Purpose, we are changing the way we mine through smart\ninnovation across technology, digitalisation and sustainability through our\nSustainable Mining Plan\n→ For more information, visit:\nangloamerican.com/futuresmart/futuresmart-mining\nangloamerican.com/sustainability/our-sustainable-mining-plan", "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": "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f681057-e423-4272-b305-0735947e6781", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.42, "x": 0.498, "y": 0.493 }, "kind": "list", "text": "Sustainability-linked financing\nframework\n→ For more information, visit:\nangloamerican.com/investors/fixed-income-\ninvestors/slb-investor-downloads", "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": "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91c56c39-a964-424b-800b-e95053448ed0", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "87", "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9a67c73-53ae-43ce-aba9-2ab74545bbf2", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.42, "x": 0.045, "y": 0.094 }, "kind": "title", "text": "Sustainability summary", "attrs": null, "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 07:08:16.105+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1220e450-4da2-4459-87da-176bf33c3894", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Information architecture", "slug": "information-architecture", "status": "active", "bestFor": null, "canonId": "643f994f-1fa5-4c17-8dfe-aa33e091b6aa", "version": 1, "bodyDocId": null, "description": "Wayfinding, scannability, scent, F-pattern, banner blindness.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "431ed6ed-c12f-4e32-b806-42497c2830bf", "evidence": "list/bullet: FutureSmart Mining™ To deliver on our Purpose, we are changing the way we mine through smart innovation across technology, digitalisation and sustainability through our Sustainable Mining Plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:00:11.060946+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 87, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 88, "type": "appendix", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 4, "textChars": 381, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:08:14.394+00", "seconds": 4.228, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/88", "deck": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckAnchor": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-88", "deckJson": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.21, "x": 0.045, "y": 0.06 }, "kind": "image", "text": "Anglo American logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.394+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea3ef1d8-615c-46b7-99b6-63728b17865d", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.482, "x": 0.518, "y": 0 }, "kind": "image", "text": "Woman in hard hat and safety glasses talking on a radio", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:08:14.394+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4123246c-b4dc-44c1-9302-34579be575fd", "parentComponentId": null }, { "bbox": { "h": 0.46, "w": 0.29, "x": 0.045, "y": 0.36 }, "kind": "list", "text": "Paul Galloway\npaul.galloway@angloamerican.com\nTel: +44 (0)20 7968 8718\nEmma Waterworth\nemma.waterworth@angloamerican.com\nTel: +44 (0)20 7968 8574\nJuliet Newth\njuliet.newth@angloamerican.com\nTel: +44 (0)20 7968 8830\nMichelle Jarman\nmichelle.jarman@angloamerican.com\nTel: +44 (0)20 7968 1494", "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": "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 07:08:14.394+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b3b7db7-6b57-452c-8472-6e4215f214a9", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.206, "x": 0.045, "y": 0.293 }, "kind": "paragraph", "text": "Investor Relations", "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 07:08:14.394+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c32be39-5bfd-4670-8ab4-89a59d3a3080", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 88, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 39, "name": "Impact & Next Steps", "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "matchId": "92b63f97-3d3b-4bc6-82df-0bd84b2da0aa", "beatType": { "name": "Impact & Next Steps", "slug": "consultants-gambit-impact-next-steps", "status": "active", "canonId": "019dd9b8-0849-7728-9ee9-fd1609c4c655", "version": 1, "description": null }, "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 5, "label": "Situation & Context", "description": "The document begins with an introduction, disclaimer, and agenda, setting the stage for the presentation." }, { "from": 6, "to": 16, "label": "Problem & Complication", "description": "The presentation then delves into the challenges faced by AngloAmerican, including market weakness in PGMs & De Beers." }, { "from": 17, "to": 26, "label": "Evidence & Proof", "description": "The document provides evidence of AngloAmerican's operational performance and financial results." }, { "from": 27, "to": 38, "label": "Solution & Approach", "description": "The presentation outlines AngloAmerican's strategic priorities and plans for future growth." }, { "from": 39, "to": 88, "label": "Impact & Next Steps", "description": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook." } ], "loops": [ { "from": 55, "to": 56, "label": "Zoom In", "description": "What are the specific challenges and plans for Los Bronces?" }, { "from": 79, "to": 82, "label": "Golden Circle", "description": "How is AngloAmerican addressing sustainability?" }, { "from": 16, "to": 17, "label": "Cost Of Inaction", "description": "What are the consequences of not addressing the challenges faced by AngloAmerican?" }, { "from": 22, "to": 23, "label": "Quick Win Big Bet", "description": "What are AngloAmerican's plans for growth and improvement?" } ] }