EX-99.A.5.D 4 d676914dex99a5d.htm EX-99.A.5.D EX-99.A.5.D

Exhibit (a)(5)(D)

 

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Imerys Snapshot Presentation

Dan Moncino Executive Committee member President—Filtration & Performance Additives Business Group


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Disclaimer

„ Additional Information and Where to Find It

or an offer toThe tender offerpurchase described nor a in thissolicitation presentation of an offer to sell shares of Amcol. This has not yet commenced and this presentation presentation is not a is neither asubstitute recommendation for the Commission tender offer materials (the “SEC”) upon that Imerys and its wholly-ownedcommencement of the tender offer. acquisition At the time the tender offer issubsidiary will file with the U.S.commenced Securities and Imerys andExchange its wholly-owneda form of letter ofacquisition transmittal and other related tender offersubsidiary will file a Tender OfferdocumentsStatement with the SEC, andAmcol on Schedule TO, containing will file a an offer to purchase, Solicitation/Recommendation intend to mail these documents Statement to the stockholders on Schedule of Amcol. 14D-9 relating to the tender offer with the SEC. Imerys and Amcol These tender offer materials, as they may be amended from time to time, will containinvestors are urged to read themimportant carefully information and in their entirety when they about the tender offer andbecome stockholders available prior to making any of Amcol and other when they becomedecisions with respect to the tender offer. available, at the website maintained Stockholders by the SEC at www.sec.gov. The of Amcol will be able to obtain a free copy of theseSolicitation/Recommendation documents, Statement of charge at www.amcol.com. and the other documents filed by Amcol with the SEC will be made available to all stockholders of Amcol free MoreInformation, comprehensive including itsinformation Registration about Imerys may be Document filed under No. D.13-0195 obtained on its website (www.imerys.com), underon March 21, 2013 with the Autorité Regulated des marchés Document. financiers. Imerys draws the attention of investors to the “Risk factors” set forth in section 4 of the Registration

„ Forward -Looking Statements

Thisof Amcol presentation and the expected contains forward timing, -certainty looking and benefits of thestatements regarding, transaction. among other things, the Statements including proposed words such as acquisition by Imerys“believes,” forward “expects,” -looking “anticipates,” statements. “intends,” Because “estimates,” these statements “plan,” “will,” “may,” “intend,” reflect Imerys’ current views,“guidance” expectations or similar expressions and beliefs are concerning future events, these forward could affect the proposed acquisition -looking of Amcol statements and could cause actual results to differ involve risks and uncertainties. Investors materially should note that many factors from those expressed in forward acquisition will not close when-looking statements containedexpected in this or at all; the risk that presentation. These factors include, but are not limited to: the risk that the Imerys’ business and/or Amcol’s business will be adversely impacted publicly update any forward during the pendency -looking of thestatements, acquisition; and other risks andwhether as a result of new uncertainties. information, Imerys futureassumes developments no obligation or otherwise, to other than as required by law.

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Imerys is the world leader of mineral-based specialty products

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PROCESS MINERALS INTO SPECIALITY MINERALS…

Mineral Functional component additive

Finished Process product enabler

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… ALL OVER THE GLOBE. 2 … IN THOUSANDS OF APPLICATIONS …

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… FOR DIVERSIFIED END-MARKETS …

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Presence in 50 countries with close to 250 industrial facilities

Energy Solutions & Specialites Carbonates Monolithic Refractories Graphite & Carbon Oilfied Solutions

Filtration & Performance Additives Performance & Filtration Minerals Kaolins

Ceramic Materials Minerals for Ceramics Building Materials

High Resistance Minerals Fused Minerals Refractory Minerals

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Imerys in the USA

2,415 employees in the US (15% of Imerys)

$US 1.03MM sales (21%)

25 plants

18 Mines

Imerys Site or Mine

Employees by Region in 2013 Employees by countries Africa 2735

2415

4%

1416

Asia Pacific: 22% 1255

1077

17% 15% 638 620 557

9%

8% 7%

4% 4% 4%

Europe: 47% South America: 9% French: 17%

North America: 18% US: 15%

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Boosting innovation to play a major role in expansion plan

In 2013, approx. 330 M€ of sales generated from products not in our portfolio 5 years ago (+ 32% vs. 2012)

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Antiblocks Graphite Latex Carbonate Astrafil K, Natural DE Carbon for Cynergy, Honey comb New spray

for Fuel gloves for Wood new filler for Laminate conductive a chilled structure for castable,

Carbon Cells carbonate fibers for fiber plastics proof filter solar quick dry ,

for Li-Ion fillers composite replacement Cristal silica aid receiver monolithic

Silicone (Canada) controlled Nano refractory

rubber New alumina Diatomite dimension Low

fillers abrasive: Carbonate minerals temperature Second Argical Pro

Alodur Rod for non Barrisurf for UV porcelaine Generation A crop

woven coating body agglomerated protection

abrasives natural

product

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Strong track record of acquisitions with major deals in the US

More than €2 Bn of investments and 76 acquisitions over 13 years „ 3 major deals in the US

World Minerals (US): PyraMax Ceramics diversification into filtration €463m Talc (held by Rio Tinto): (US): new ceramic market major complement to €396m proppant plant to speed white pigment portfolio up development in this fast-growing

€230m €232m €202m €138m €94m €44m €49m €47m €59m €49m €35m €8m

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Lafarge Refractories: ACE: investment into Indoporlen diversification into monolithic monolithic refractories in (Indonesia): national Itatex: expansion of refractories business India AstronChina: leader in refractory product offering for diversification products Treibacher Schleifmittel: polymers, paints and into fused Tokai Ceramics diversification into abrasives rubber markets zirconia (Japan): local market Goonvean : high business producer of purity kaolin for monolithic ceramics and refractories performance products

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Specialty products and services

Products specified and engineered , Important service dimension

Strong commercial positions

#1 or #2 on most markets

Unique process know-how

Mechanical, thermal treatment, Formulation of proprietary recipes

Decentralized organization & empowered management

Safety culture

3.09

2.46 1.69 2013

1.51 LTA=1,31

2009 2010 2011 2012

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Number of lost time accidents x 1,000 ,000 / number of work hours

Combined accident frequency rate* (employees/subcontractors )

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Amcoland Imerys, a perfect fit

Many business similarities

Ownership of long-term, high quality mineral reserves

Technology, industrial expertise

Broad range of industrial customers with manufactured specialty products

Customer-focused, service-driven

Proven innovation capabilities

Decentralized organization

To grow up together

Combination of world leading positions in many sectors

Common end-markets

But addressing new needs

Story to be completed together

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We are Imerys

International

Industrial

Open-minded

Action-orientated

Forward thinking

Team players

Accountable

Empowered

Value added

Compliance with laws and regulations

Business conduct and ethics with the communities

Business conduct and ethics with our employees

Business conduct and ethics shareholders

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Thank youfor your attention