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CONFIDENTIALLeadership in Specialty Metals andVacuum Furnace MarketsLeadership in Specialty MaterialsFerrovanadium• Largest producer in North America• World’s largest producer from secondarysourcesSilicon metal• Second largest independent producer inNorth AmericaLeadership in Vacuum Furnace SystemsVacuum remelting systems• Largest global producer• Integral in production of metal alloysfor high-intensity applicationsincluding jet engines and airframesTurbine blade coating systems• Largest global producer• Used in production of jet turbinesSpecialty alloys for titanium andsuperalloys• Largest global producerInduction melting systems• One of the largest global producers• Developed the largest vacuuminduction melting furnaceAluminium master alloys• Largest global producerTechnological leadership• Outstanding reputation fortechnological and service excellencein vacuum furnace systemsMarket leadership through technology leadership9 <strong>AMG</strong> ADVANCED METALLURGICAL GROUP N.V.
CONFIDENTIALConverting Strategy into SustainableGrowthEngineering Systems• Leading solar silicon melting and crystallisationfurnaces – large backlog (Berlin)• Supplying significant portion of global titanium industryfurnaces – large backlog• Own & Operate expansionSolar Grade Silicon Metal• Contracts recently signed for up to 22,000 tonnes overnext 5 years• Current annual capacity of 300 tonnesSpecialty Alloys for Titanium and Superalloys• Focused on aerospace industry’s need for weightreduction to improve fuel efficiency• Capacity expansionChromium Metal• Demand characteristics similar to nickel market• China instituted export tax on 1 Nov 2006 resulting ina 22% price appreciation since 1 Jan 2007 (1)Tantalum• Favourable supply / demand dynamics post USgovernment stockpile sale• Expansion to double annual mining capacity• Expansion of hydro-electric power plantNear-Term(2007–2008)Engineering Systems• Own & Operate expansion• Current backlog for 2008–2009 whichextends to 2010• Sintering furnaces for pebble bed nuclearreactorsSolar Grade Silicon Metal• Contracts recently signed for up to22,000 tonnes over next 5 years• Capacity expansion funded byTimminco’s equity capital raisingsSilicon Metal• Capacity optimisationCoating Materials• New products for thin film solar market• Plasma coatingsFerrovanadium and Ferronickel-Molybdenum• Capacity expansion in 2009–2010Magnesium• Primary magnesium production projectMid-Term(2008–2010)Ferrovanadium and Ferronickel-Molybdenum• Increasing capacity to coincide withrefinery expansion in Alberta oil sands• Electric arc furnace expansion on-line2011–2012• Double ferrovanadium productioncapacitySolar Grade Silicon Metal• Further expansionPlasma Coating• ExpansionLong-Term(2010+)(1) As per 30 September 200710 <strong>AMG</strong> ADVANCED METALLURGICAL GROUP N.V.
Page 6 and 7: CONFIDENTIALGlobal OperationsAMG Ad
Page 8 and 9: CONFIDENTIALEngineering Systems Uni
Page 12 and 13: CONFIDENTIALRecent DevelopmentsAMG
Page 14 and 15: CONFIDENTIALFocus on High Growth Ma
Page 16 and 17: CONFIDENTIALFavourable Pricing Envi
Page 18 and 19: CONFIDENTIALUpdate: Advanced Materi
Page 20 and 21: CONFIDENTIALFinancial PerformanceAM
Page 22 and 23: CONFIDENTIALImproved ProfitabilityT
Page 24 and 25: CONFIDENTIALRefinancing Completed -
Page 26 and 27: CONFIDENTIALAppendixAMG ADVANCED ME
Page 28 and 29: CONFIDENTIALAdvanced Material UnitC
Page 30 and 31: CONFIDENTIALExperienced Growth-Orie
Page 32 and 33: CONFIDENTIALCombined Income Stateme
Page 34: CONFIDENTIALCombined Cash Flow Stat

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