TD Securities Investment Banking Pitch Book
July 2022, 43 slides
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preliminary indications of value | TD Securities
table of contents draft as of a | TD Securities
draft as of transaction overview | TD Securities
securities mandate the special committee of the board of directors special committee of turquoise hill securities to act as independent valuator in connection with the non binding proposal referred to herein as the transaction this presentation summarizes the analysis undertaken by securities to date the following presentation represents a preliminary report to the special committee the analysis is | TD Securities
summary of relationships and past work for turquoise hill and rio a of rio for the purposes of securities maintains ongoing coverage of turquoise hill and rio through its global mandated as joint with respect to potential us equity financing in advisor to special committee with respect to project theta from rio us commitment to us revolving credit facility same commitment level in securities acted as a passive syndicate position in a us bond financing for rio securities provides cash management foreign exchange interest rate hedging and commodities trading services to rio | TD Securities
turquoise hill capitalization and share price performance draft as of may | TD Securities
draft as of market view | TD Securities
share price performance last two years pea | TD Securities
relative share performance draft as of for discussion peers suffered significant sell off since rio proposal | TD Securities
historical turquoise hill peers as of discussion fas of mar a | TD Securities
turquoise hill view from the street draft as of | TD Securities
value methodology and key assumptions | TD Securities
fair market value for discussion liquidity of the securities the fact that the securities do not form part of a controlling interest tax benefits the valuator must also consider any prior valuations and any fide offers made for | TD Securities
approach to value a a | TD Securities
securities macro assumptions discount rate | TD Securities
securities macro assumptions commodity price forecasts draft as of copper gold uss silver us moly us ply of sustaining capital expenditures of development capital expenditures and from onwards nae | TD Securities
approach to precedents and trading selection discussion geography all geographies bom open and jurisdiction risk with large block cave | TD Securities
base metal a precedents for discussion capstone hates tee now | TD Securities
trading draft as of for turquoise hill unaffected turquoise hill | TD Securities
shareholder loan considerations for discussion based on this analysis we estimate a market based nominal | TD Securities
synergies estimated synergies were assessed using the following approach | TD Securities
draft strictly confidential modelling parameters | TD Securities
model overview draft as of securities relied on a financial model of mill throughput to reserve | TD Securities
model review throughput by deposit draft as of strictly confident he | TD Securities
model review production by deposit event draft as as of confidential nema | TD Securities
model review production by deposit draft as of i a | TD Securities
model review as of | TD Securities
model review mine level free cash flow draft as of for discussion | TD Securities
model review draft as of | TD Securities
scenario specific sensitivity analysis upsides draft as of for | TD Securities
scenario specific sensitivity analysis downsides draft as of for discussion | TD Securities
scenario specific sensitivity analysis illustrative impact fern on | TD Securities
general sensitivity analysis price discount rate remaining dew i sis | TD Securities
opportunities not explicitly quantified | TD Securities
risks not explicitly quantified ere i | TD Securities
outstanding items draft as of discussion model sign off | TD Securities
draft value conclusions | TD Securities
updates since previous version june | TD Securities
preliminary indications of value proposal and secondary | TD Securities
share price sensitivity analysis | TD Securities
build up draft as of transfer taxes | TD Securities
indications of value support approach selected multiple debt implied equity value implied share price us implied share price | TD Securities
| TD Securities
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