Global Metals & Mining Conference - Macquarie

Global Metals & Mining ConferenceCOMPANY DESCRIPTIONSAfrican Rainbow Minerals ARI SJ Diversified Mkt. Cap US$5.1b Mike Schmidt, CEO DesignateStompie Shiels, Executive Director -Business DevelopmentImrhan Paruk, Executive: CorporateJongisa Klaas, Head of IR &Corporate DevelopmentAfrican Rainbow Minerals Ltd is the holding company for a group of companies with interests in mining. The primary asset ofthe Company is a controlling interest in Avmin Limited, a South African mining company with interests in gold, ferrous metalsand base metals.Alpha Natural Resources* Available, Tues 12/6 only *ANR US Coal Mkt. Cap US$6b Alex Rotonen, Director - IRTodd Allen, VP - IRAlpha Natural Resources, Inc. extracts, processes, and markets steam and metallurgical coal. The Company conductsoperations from surface and underground mines located in the northern and central Appalachian regions and Colorado, alllocated in the United States. Alpha Natural Resources markets its coal to electric utilities, steel and other industrialproducers.Arafura Resources ARU AU Rare Earths Mkt. Cap US$175m Dr. Steve Ward, Chief Executive Officer* Available, Tues 12/6 only *Arafura Resources is an emerging ASX listed rare earths project developer (mkt cap ~A$175m) which is due to become along-term supplier of rare earths from its 100%-owned Nolans Project in Australia.The project has sufficient resources to support operations for at least 20 years. A bankable feasibility study is due forcompletion in 2H 2012 following demonstration plant tests, with production to commence from the end of 2014. Productionforecast at 20,000tpa of rare earth oxides - equivalent to about 10% of the world’s supply. Arafura has a publicised fundingrequirement of circa A$70 million to complete its bankable feasibility study ahead of project financing towards the end of2012.Aquarius Platinum* Available, Tues 12/6 only *AQP LN Platinum Mkt. Cap US$1.4b Gavin Mackay, Business Development &Communications ExecutiveAquarius Platinum Limited is a platinum group metals producer Africa. The Company, through subsidiaries, operates theKroondal and Marikana mines and also has stakes in the Mimosa Platinum Mine in Zimbabwe.ArcelorMittal* Available, Wed 12/7 only *MT US Steel Mkt. Cap US$33b Simon Wandke, Vice President & CCODaniel Fairclough, VP, Investor RelationsTom McCue, VP, North American InvestorRelations & Treasurer USALisa Fortuna, Manager, Investor RelationsArcelorMittal produces steel. The Company manufactures cold rolled, electrogalvanized and coated steels, slabs, specialquality bars, and wire rods. Arcelor Mittal has steel making operations in Europe, the Americas, Asia, and Africa.Aurubis AG* Available, Tues 12/6 only *NDA GR Copper Mkt. Cap US$2.6b Dr. Bernd Drouven, CEOAngela Seidler, Head of IRAurubis AG operates copper smelting and refining facilities. The Company primarily produces copper rod used in themanufacture of power cables, building wires and other wiring used in electrical applications. Aurubis also produces coppercakes, cathodes, billets and bars and markets precious metals, chemicals and other metals produced as by-products ofcopper smelting.Bayan Resources BYAN IJ Coal Mkt. Cap US$7.2b Alastair McLeod, Director & CFOJocelle Concio, IRBayan Resources Group is a coal producer. The Company extracts thermal coal from surface open cut mines.Source: FactSet, Bloomberg, Company Websites, Macquarie Capital (USA) Last Updated: 12/2/2011

Global Metals & Mining ConferenceCOMPANY DESCRIPTIONSBumi Resources BUMI IJ Coal Mkt. Cap US$5.7b Dileep Srivastava, Director & CorporateSecretaryPT Bumi Resources Tbk operates in the exploration and exploitation of coal deposits, including coal mining, and oilexploration activities. The Company offers its services to cement companies and power plants, as well as middle and largescale industrial companies that involve in chemical, mine, and textile businesses. Bumi Resources also has interest in mininggold, silver and copper.Bumi Resources Minerals BRMS IJ Diversified Mkt. Cap US$1.6b Yuanita Rohali, Director & CFOHerwin Wahyu Hidayat, VP - IRBumi Resources Mineral Tbk PT is an exploration and exploitation mining company.Commercial Metals* Available, Wed 12/7 only *CMC US Steel Mkt. Cap US$1.5b Joseph Alvarado, President & CEOBarbara Smith, CFOCommercial Metals Company and its subsidiaries manufacture, recycle, and market steel and metal products and relatedmaterials. The Company markets and trades primary and secondary metals, steel, ores, concentrates, industrial minerals,ferroalloys, chemicals, and other materials used in a variety of industries.Duluth Metals* Available, Tues 12/6 only *DM CN Diversified Mkt. Cap US$322M Christopher Tatum, VP BusinessDevelopmentMara Strazdins, Director of CorporateCommunicationsVern Baker, PresidentDuluth Metals Limited, an exploration stage company, engages in the acquisition, exploration and development of mineralproperties primarily in northeastern Minnesota. The company explores for nickel, copper, cobalt, and precious metals, suchas platinum, palladium, and other platinum group elements, and gold and silver. Its principal asset is the 60% ownedNokomis Project in the Duluth Complex of Minnesota. The company was formerly known as Wallbridge America Limited andchanged its name to Duluth Metals Limited in March 2006. Duluth Metals Limited was incorporated in 2005 and is based inToronto, CanadaErdenes Tavan Tolgoi Private Coal Mkt. Cap n/a Angus Caithness, Chief Financial OfficerErdenes Tavan Tolgoi holds mining licences covering five of the six coalfields of the Tavan Tolgoi coalfield in Mongolia, oneof the few remaining largely unexploited deposits of high-value coking coal in the world, and aims to become a large scaleproducer and exporter to North Asia of high quality washed coking and thermal coal products.First Quantum Minerals FM CN Copper Mkt. Cap US$10.1b Clive Newall, PresidentSharon Loung, Director - IRFirst Quantum Minerals Ltd. explores for, mines, and produces copper cathode, copper in concentrate, and gold. TheCompany also produces sulfuric acid.HudBay Minerals* Available, Wed 12/7 only *HBM CN Diversified Mkt. Cap US$1.9b David Garofalo, President & CEODavid Bryson, Senior VP & CFOMary Lynn Oke, Director, Tax & TreasuryKen Gillis, SVP Corporate DevelopmentDaniel Weinerman, Manager, IR &Corporate CommunicationsHudBay Minerals, Inc. is a mining company that mines and produces zinc, copper, gold, and silver. The Company holdsinterest in properties in North America.Kazakhmys* Available, Tues 12/6 only *KAZ LN Copper Mkt. Cap US$8.2b Matthew Hird, CFOJohn Smelt, Head of CorporateCommunicationsKazakhmys PLC is an international natural resources company with principal operations in Kazakhstan and the surroundingregion. The core business is the production and sale of copper. Kazakhmys is fully integrated from mining ore through to theproduction of finished metal. The copper division also produces other metals as by-products, including zinc, silver and gold.Source: FactSet, Bloomberg, Company Websites, Macquarie Capital (USA) Last Updated: 12/2/2011

Global Metals & Mining ConferenceCOMPANY DESCRIPTIONSLondon Mining* Available, Tues 12/6 only *LOND LN Copper Mkt. Cap US$10.2b Leszek Mierzwa, Executive Director -Equity Investments & IRLondon Mining PLC focuses on identifying, developing and operating mines to supply the steel industry globally. TheCompany develops iron ore mines as well as operate coking coal properties.Lundin Mining Corporation* Available, Tues 12/6 only *LUN CN Iron Mkt. Cap US$588M Graeme Hossie,Thomas Credland, Head of IRLundin Mining Corporation is a Canadian company which explores for and produces base metals in Europe. The Companyoperates the Zinkgruvan zinc/lead mine in Sweden, the Storliden copper/zinc mine in Sweden and the Galmoy zinc/leadmine in Ireland, and holds exploration concessions in the Norrbotten and Skellefte mining districts in Sweden.Metals USA Holdings MUSA US Diversified Mkt. Cap US$2.3b Paul Conibear, President & CEO* Available, Wed. 12/7 only *Metals USA Holdings Corp. provides and distributes carbon steel, stainless steel, aluminum, red metals, and manufacturedmetal components.MMC Norilsk Nickel GMKN RU Diversified Mkt. Cap US$41.1b Alexey Ivanov, Deputy Head of IRSergey Belyakov, IR DirectorMining and Metallurgical Company Norilsk Nickel OJSC or GMK Norilsk Nickel is a producer of base and precious metals.The Company's main products are nickel and palladium. MMC Norilsk Nickel also produces copper, cobalt, platinum, gold,silver and other precious metals. MMC Norilsk Nickel is headquartered in Moscow with its main production facilities in Taimyrand Kola peninsula.Mysteel.net Private Steel Mkt. Cap N/A Jia Qiangqun, General ManagerMysteel.Net, funded by Shanghai Ganglian E-Commerce Co., Ltd. in 2002, is a professional English steel website dedicatedto providing a real time news portal to the China steel market, the fastest-growing in the world.North American Palladium* Available, Tues 12/6 only *PAL US Palladium Mkt. Cap US$539M Bill Biggar, President & CEOCamilla Bartosiewicz, Manager IR & CorpCommunicationsGreg Struble, Vice President & COONorth American Palladium Ltd. is a mineral exploration and production company. The Company is focused on growing itsproduction of palladium and gold in mining-friendly jurisdictions throughout Canada. North American Palladium's flagshipmine is the Lac des Iles mine located northwest of Thunder Bay, Ontario and also owns the Sleeping Giant gold minelocated in Quebec.Nyrstar* Available, Wed 12/7 only *NYR BB Zinc Mkt. Cap US$1.5b Michael Morley, Chief Corporate &Development OfficerAnthony Simms, Group Manager - IRNyrstar processes zinc and lead concentrates into finished metal. The Company produces die-casting and galvanizingalloys. Other by-products of Nystar include copper, gold, indium and refined silvers.Olympic Steel ZEUS US Steel Mkt. Cap US$230M Michael Siegal, Chairman & CEOOlympic Steel, Inc. processes and distributes flat-rolled carbon, stainless steel, and tubular steel products. The Companyoperates as an intermediary between steel producers and manufacturers that require processed steel for their operations.Olympic purchases steel from producers and processes it according to customer specifications.Petropavlovsk PLC* Available, Tues 12/6 only *POG LN Gold Mkt. Cap US$1.4b Alya Samokhvalova, Strategic DirectorMax Zaltsman, AnalystPetropavlovsk is one of the largest gold producers in Russia, where it is operated since 1994. The Company is listed on theLondon Stock Exchange. In addition, the Company own a 65.6% stake in IRC limited, a Hong Kong-listed developer andproducer of industrial commodities.Source: FactSet, Bloomberg, Company Websites, Macquarie Capital (USA) Last Updated: 12/2/2011

Global Metals & Mining ConferenceCOMPANY DESCRIPTIONSPT Bukit Asam (Persero) PTBA IJ Coal Mkt. Cap US$4.7b Sukrisno Soekoer, President DirectorMilawarma, Operation & ProductionDirectorAchmad Sudarto, Corporate SecretaryHendri Rudiawan, Investor RelationsPT Tambang Batubara Bukit Asam Tbk operates in the coal mining activities. The Company activities include generalsurvey, exploration, exploitation, production, transportation, and marketing of coal.PT Indo TambangrayaMegah* Available, Tues 12/6 only *ITMG IJ Coal Mkt. Cap US$5.7b Edward Manurung, DirectorPongsak Thongampai, DirectorYulius Gozali, Head of IRIndo Tambangraya Megah PT is a diversified mineral exploration and production company.Rio Tinto RIO AU Diversified Mkt. Cap US$112b Mark Shannon, Head of IRJason Combes, Director - IRRio Tinto PLC is an international mining company. The Company has interests in mining for aluminum, borax, coal, copper,gold, iron ore, lead, silver, tin, uranium, zinc, titanium dioxide feedstock, diamonds, talc and zircon. Rio Tinto's various miningoperations are located in Australia, New Zealand, South Africa, the United States, South America, Europe, and Indonesia.SouthGobi Resources SGQ CN Coal Mkt. Cap US$1.5b Alexander Molyneux, President & CEOCurtis Church, COODavid Bartel, VP - IR & External AffairsSteven Feldman, IR ManagerSouthGobi Resources Ltd. mines metallurgical and thermal coal in Mongolia. The Company sells its coal to customers inChina.Teck Resources* Available, Tues 12/6 only *TCK CN Diversified Mkt. Cap US$24.1b Donald Lindsay, President & CEOGreg Waller, VP - IR & Strategic AnalysisTeck Resources Ltd. is an integrated natural resource group with activities in mining, smelting, and refining. The Companymines zinc, copper, molybdenum, gold, and metallurgical coal in the United States, Canada, Peru, and Chile. Teck alsoproduces refined metals, specialized metal products, and other products.Thompson Creek MetalsCompany* Available, Tues 12/6 only *TCM CN Molybdenum Mkt. Cap US$1.2b Scott Shellhaas, President & COOPamela Solly, Director - IRThompson Creek Metals Company, Inc. mines and processes molybdenum. The Company operates mines, mills, andmetallurgical roasting facilities in Canada and the United States.Source: FactSet, Bloomberg, Company Websites, Macquarie Capital (USA) Last Updated: 12/2/2011