NON-FERROUS METALLURGY: LEAD - Invest in Russia...RDIF together with its co-investors invested and...

NON-FERROUS METALLURGY:LEADFACTS AND FIGURES

2014

ABOUT THE RUSSIAN DIRECT INVESTMENT FUND

The Russian Direct Investment Fund is a $10 billion fund established to make equity investments primarily in the Russian economy.

RDIF was created in 2011 under the leadership of the President and Prime Minister of Russia to co-invest alongside top global investors, acting as a catalyst for direct investment in Russia. RDIF together with its co-investors invested and committed over $7 billion for this purpose, of which RDIF alone invested $1.3 billion and over $6 billion came from the leading international co-investment partners.

RDIF also attracted over $15 billion of foreign capital into the Russian economy through long-term strategic partnerships.

RUSSIA IN THE GLOBAL LEAD INDUSTRY

I

6 WWW.INVESTINRUSSIA.COM

* Source: USGS data

3614

9.27.5 5.6 5

2. China1. Australia 4. Peru 5. Mexico 6. USA3. Russia

Ranking of countries by lead reserves*

2013, mln tonnes

Global lead miningKey players, 2013, thousand tonnes

1. China 2. Australia 3. USA 4. India 5. Mexico 6. Peru 7. Russia

RUSSIA IS RANKED THIRD GLOBALLY BY LEAD RESERVES. RUSSIA IS THE SEVENTH LARGEST LEAD MINING COUNTRY IN THE WORLD

1.1

RUSSIA IN THE GLOBAL LEAD INDUSTRY

,3,000 690 340 260 220 120 90

7WWW.INVESTINRUSSIA.COM WWW.RDIF.RU

1.2 MAJOR GLOBAL PLAYERS2013, % OF WORLD PRODUCTION

1. Glencore-XtrataSwitzerland

5.8

2. Hindustan ZincIndia

5.7

3. BHP Billiton LtdAustralia

3.9 3.4

8. UMMCRussia

0.02

4. Teck Cominco LtdCanada

RUSSIAN LEAD INDUSTRY: CURRENT ISSUES AND TRENDS

II


110.9

RUSSIA ACCOUNTS FOR APPROX 2% OF THE GLOBAL LEAD MINING INDUSTRY

2.1

RUSSIAN LEAD INDUSTRY: CURRENT ISSUES AND TRENDS

Lead mining in Russia and globally2009-2013, thousand tonnes

.1.8 2.3 2.2 1.83 1.6

2010 2012 20132009 2011

70

3,860

12800

105

4,700

90

5,400

95

5,170

In Russia Globally Russia’s share of global mining volumes, %

97

4,140

Refined lead production in Russia2009-2013, thousand tonnes

Production in Russia, % change from previous period

* Source: USGS data

100.0

106.7

97.688.7

100.8

2010 2012 20132009 2011

119 127 124 110


China

Korea

Kazakhstan

Belarus

Switzerland

Germany

ItalySingapore

Turkey

USA

Uzbekistan

264 11

0.6

2.70.8

9.8 65.3

7.1

18.6

57

2.2 OVER 70% OF LEAD PRODUCED IN RUSSIA IS EXPORTED

Exports of lead2013, thousand tonnes, by main importing countries

Production in Russia, % change from previous period refined lead lead ore and concentrate

GEOGRAPHY AND CORPORATE STRUCTURE

III


1

8

2

6

5

4

7

KEY LEAD DEPOSITS IN RUSSIA

GEOGR APHY AND CORPOR ATE STRUCTURE

3.1

Altai Krai

Orenburg Region

Republic of Bashkortostan Chelyabinsk region

Krasnoyarsk Krai

Arkhangelsk Region

Republic of Sakha (Yakutia)

Primorsk Krai

Reserves, tonnes:

3

Zabaykalsky Krai

Republic of Buryatia


3 .2 RUSSIAN LEAD INDUSTRY: CORPORATE STRUCTURE

Gorevskoye (Krasnoyarsk Krai)

Korbalihinskoe (Altai Krai) Robtsovskoe (Altai Krai)

Novo-Shirokinskoe (Zabaykalsky Krai)

Noyon-Tolgoi (Zabaykalsky Krai)

Ozernoye (Republic of Buryatia)

Nikolayevskoye (Primorsk Krai)

Sardana (Republic of Sakha (Yakutia)

Kholodninskoye (Republic of Buryatia)

Gorevsky GOK OJSC

OJSC Sibir-Polimetali

OJSC Novo-Shirokinsky Rudnik

Baikalrud LLC

Techprominvest LLC

Dalpolimetall MMC

Sibirskie Tsvetniye Metali LLC

InvestEvroKompani LLC

1

4

6

7

5

2

8

3

Mines of the company









RUSSIAN LEAD INDUSTRY: CORPORATE STRUCTURE

Gorevsky GOK OJSC

Sibir-Polimetali OJSC Uralelectromed OJSC Bashkirskaya Med LLC

Dalpolimetall MMC

Ormet CJSC

Electrozink OJSC Uralelectromed OJSC

Dalpolimetall Metallurgical Plant LLC

Merkurii group

UMMC OJSC

Russkaya GRK OJSC

Russian Copper Company

Mining companies

Mining companies

Mining companies

Mining companies

Metallurgical enterprises


3.3



Ozerny GOK OJSC Kholodninsku GOK OJSC

Lunsin LLC

Novo-Shirokinsky Rudnik OJSC

Baikalrud LLC

Sibirskie Tsvetniye Metali LLC

Metropol LLC

ZIJING MINING GROUP CO. LTD.

HIGHLAND GOLD MINING LTD.

Baotzin GL

Summa Capital LLC

Mining companies

Mining companies

Mining companies




Electrozink: refined lead production2011-2013, thousand tonnes

Electrozink: Revenue2011-2013, Rub mln

ELECTROZINK IS A MAJOR REFINED LEAD PRODUCER IN RUSSIA2011-2013

3.4


5,0312011

19.52011

4,4592012

13.3

2012

3,3882013

14.82013

ELEK

TR

OZI

NK

JSC


ELECTROZINK: MARKET CAPITALIZATION

JSC Electrozink

Kenmare Resources Plc

Hanchang Industry Co. Ltd.

Silvermet Inc.

Electrozink capitalization growthNov 2013- Nov 2014, %

Sources: Bloomberg, Reuters

+6%

-46%

+11,4%

+45%

488Nov. 13

516Nov. 14

+6%

Electrozink capitalizationRub mln


ELECTROZINK: PEER COMPARSION 2013, by Sales volume and Market capitalization


Ireland

Russian Federation

Morocco

Peru

Korea, Republic Of

Australia

Sweden

Canada

Australia

Australia

Kenmare Resources Plc

Electrozink

Compagnie Minière de Touissit SA

Cia Minera Santa Luisa SA

Hanchang Industry Co. Ltd.

Terramin Australia Ltd.

Lovisagruvan AB

Silvermet, Inc.

Avalon Minerals Ltd.

Brumby Resources Ltd.

146.04

106.29

66.84

65.97

49.64

41.50

5.59

0.38

0.00

0.00

263.62

9.4

238.68

10.73

20.93

123.76

16.66

12.21

3.71

1.93

Market capitalization, USD mln

Sales,USD mln

CompanyCountry

5

6

7

8

9

10

11

12

33

37

ELEK

TR

OZI

NK

JSC


Gorevsky GOK: lead concentrate production2010-2013, thousand tonnes

RevenuesRub mln

Gorevsky GOK: lead mining2010-2013, thousand tonnes

GOREVSKY GOK IS A MAJOR LEAD MINING COMPANY IN RUSSIA

3.5

GEOGR APHY AND KEY COMPANIES

2011

2012

2013 2,660

2,400

2,382

CAGR 15.98%

2011 2012 2013

230

171216.9

1,637

2011

1,8582012

2,3242013

GO

REV

SKY

GO

K JS

C


RDIF PRESENTS

PLATFORMINVEST IN RUSSIA

INVESTIN RUSSIA


Key facts about the Russian economy. Russia’s global ranking in different areas.

Use this link to learn more about the largest Russian companies.

Stay connected with investment promotion agencies and government authorities in any region in Russia.

COMPARE REGIONSEvery region talks about their pro-business investment climate. We gather evidence on the actual state of affairs.

SECTORSGain access to the partners’ reports, guides and other materials about key industries.

REGION PROFILESSay YES to your success in Russia. Our team of regional professionals provide you with the expertise and up to date information you need in order to make an informed investment decision with regards to any specific region.

Get a historical perspective on top international companies which have made specific regions in Russia their home and see their profiles.

Browse our library of Investment News and Research, companies’ case studies, guides, industry reports and comments from investment professionals and the business community around the world.

Find information about publicly announced investments within Russian regions.

THEY CHOOSE RUSSIASuccess stories of foreign investors from multiple Russian regions. Track inward strategic investment across Russia.

PROJECT DATABASEThe Project Database is the central storehouse of information on regional projects, verified by the Russian Direct Investment Fund professionals.

SITE SELECTION TOOLSThe best way to find the best properties (greenfield and brownfield).

The easy-to-use property search tool allows you to find a specific site by entering Size, Other Features and Location Filters. Compare selected properties side-by-side, download individual property sheets and see your results in a basic or detailed list view, or on a map.

WHY RUSSIA

TOP RUSSIA

OUR PARTNERS

WHERE TO INVEST

KNOWLEDGE HUB & NEWS

INVESTMENT ANNOUNCEMENT

INVESTMENT TOOLS

SITE MAP

Presnenskaya Nab., 8/1Moscow, Russia, 123317Tel.: +7 (495) 644-34-14Fax: +7 (495) 644-34-13

[email protected]

www.investinrussia.com

NON-FERROUS METALLURGY: LEAD - Invest in Russia...RDIF together with its co-investors invested and...

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