{ "docId": "019de517-e7f8-7279-8d98-4d74f2a303cc", "docSlug": "73e8916e02746251b6a0f66c6efec5cd", "documentTitle": "AngloAmerican | Results Presentation Deck | 88 slides", "authorId": "angloamerican", "authorName": "AngloAmerican", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 49, "pageCount": 88, "prevPage": 48, "nextPage": 50, "slideType": "kpi_overview", "function": "analyze_data", "density": "overcrowded", "nDataPoints": 30, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de517-e7f8-7279-8d98-4d74f2a303cc/49", "deckHref": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc", "deckJsonHref": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc.json", "deckAnchorHref": "/decks/019de517-e7f8-7279-8d98-4d74f2a303cc#slide-49", "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, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3d2db57e-6e66-4781-b967-d6decdea6336", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.35, "y": 0.482 }, "kind": "chart", "text": "Iron Ore (FOB $/t)4\n-3%\n38\n38\nKumba: 41 M-R: 33\n~37\nKumba: ~38 M-R: ~35\n2022\n2023\n2024F", "attrs": null, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "56fd0994-7214-4f7f-b480-9535e0cbbca0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.301, "w": 0.289, "x": 0.047, "y": 0.482 }, "kind": "chart", "text": "Diamonds ($/ct)3\n+13%\n59\n71\n~80\n2022\n2023\n2024F", "attrs": null, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5c658c7f-9ee8-4ded-9aa8-43824b000241", "frameworkName": null, "frameworkSlug": 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, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "84231779-d05d-4eac-97d2-cfb59fec0875", "frameworkName": null, "frameworkSlug": 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, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c384cf4d-36c7-47f5-83fa-ebfe5ed7e8d8", "frameworkName": null, "frameworkSlug": 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, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c66ed903-dc45-40a9-ab0a-ea02e0522850", "frameworkName": null, "frameworkSlug": 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, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9fed6e2e-55ab-43c9-a080-d8bb076e6eed", "frameworkName": null, "frameworkSlug": 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, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e423510f-dcc2-44f1-835c-563d1d224ef7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.058, "w": 0.599, "x": 0.047, "y": 0.09 }, "kind": "title", "text": "Unit costs outlook by Business", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d7694cf6-4bcd-4089-b456-b96507fe28a5", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Waterfall chart", "slug": "waterfall-chart", "agent": null, "layer": "slide", "matchId": "e6e7fe36-9e31-41e1-ac83-0e171369922a", "evidence": "chart/waterfall: Copper (C1 c/lb)", "confidence": 0.9 } ], "frameworks": [], "arcBeats": [ { "to": 88, "from": 39, "beatId": "8898772e-61c4-43d5-85f3-772fd887d7c2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The document concludes with a discussion of the company's investment proposition, guidance, and outlook.", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }