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PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513

Jun 12, 2020

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Page 1: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 2: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 3: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 4: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 5: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 6: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 7: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 8: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 9: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 10: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 11: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 12: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513

LME Aluminium price US$/t 1541

Premium US$/t 214

Estimated revenue US$/t 1755

Alumina US$/t -500

Gross profit US$/t 1255

NZDUSD 0.6412

Gross profit NZ$/t 1957

NZ other opex per tonne NZ$/t 776.7

Electricity NZ$/t 950.8

EBITDA/t 229.8

EBITDA spot NZ$m 75.8

Depreciation NZ$m -50

EBIT NZ$m 25.8

Page 13: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513
Page 14: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513

Country Date

China Unknown - July possible

Germany May 15 - June 15

South Korea 29 April

Italy 15 June

France 22 June

Spain May 25 - 8 June

UK 4 July (provisional)

US State by state - 'May-July

Movie Studio Release date Original release date

Soul Disney 19 June unchanged

Tenet Warner Brothers 19 June unchanged

Mulan Disney 24 July 27 March

Wonder Woman 2 Warner Brothers 14 August June 2020

Monster Hunter Sony 4 September unchanged

The King's Man 20th Century Fox 18 September unchanged

Without Remorse Paramount 18 September unchanged

Page 15: PowerPoint Presentation June 2020.pdf · Diff vs 2020E Base 2021E spot PE 2020E spot EBITDA 2020E 2021E Diff Vs Sase 2020E 2021E spot EV,'EBITDA spot 2021E 2021E 2020E 2021E 29,513