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W ORLD CLASS MANUFACTURER OF C OPPER AND O PTICAL F IBRE C OMMUNICATION C ABLES AND C ABLE A CCESSORIES INVESTOR PRESENTATION 30 JULY 2008 Koos Vorster.

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Presentation on theme: "W ORLD CLASS MANUFACTURER OF C OPPER AND O PTICAL F IBRE C OMMUNICATION C ABLES AND C ABLE A CCESSORIES INVESTOR PRESENTATION 30 JULY 2008 Koos Vorster."— Presentation transcript:

1 W ORLD CLASS MANUFACTURER OF C OPPER AND O PTICAL F IBRE C OMMUNICATION C ABLES AND C ABLE A CCESSORIES INVESTOR PRESENTATION 30 JULY 2008 Koos Vorster

2 AGENDA STRUCTURE AND SHAREHOLDING FACILITIES PRODUCT OVERVIEW MARKET GROWTH PROSPECTS QUESTIONS

3 SHAREHOLDING Aberdare Cables (Pty) Ltd Izingwe Aberdare Cable Investments (Pty) Ltd Allied Electronics Corporation Limited (ALTRON) CBI Electric: Aberdare ATC Telecom Cables (Pty) Ltd Incorporating Lambda Cables REUNERT LIMITED Powerhouse Utilities (Pty) Ltd ATC (Pty) Ltd 50% 74,9%25,1% 30% 70% EFFECTIVE BEE SHAREHOLDING 30.35%

4 FACILITIES BRITS FACILITY AREAS Site Area 12.2 ha Manufacturing29,437 m² Copper Capacity2,500,000 Kcm Fibre Capacity1,200,000 Fkm ROSSLYN FACILITY AREAS Site Area 5,8 ha Factory12,000 m² Data Capacity 72,000,000m

5 COPPER CABLE PRODUCT RANGE COPPER CABLE TELECOMMUNICATION CABLE INDOOR OUTDOOR (AERIAL & UNDERGROUND) DSLAM PCM DROP WIRE INDUSTRIAL CABLE INSTRUMENTATION AND CONTROL PILOT AND SIGNALING DATA AND UTP SPECIALISED, e.g. Leaky Feeder Coaxial STEEL WIRE ARMOURED UVG CABLE

6 LAMBDA PRODUCT RANGE DATA UTP Cat 5e (solid and flex) FTP Cat 5e UTP Cat 6 (Solid & Flex) TELECOMS UP TO 50 PAIR MYLAR (SCREENED TELECOM) FIRE ALARM CABLE DOWN LINE WIRE (EXPLOSIVES MARKET) UVG INSTRUMENTATION CABLE

7 OPTICAL FIBRE CABLE PRODUCT RANGE OPTICAL FIBRE CABLE INDOOR CABLE TAIL CABLE BREAKOUT CABLE DISTRIBUTION CABLE OUTDOOR / UNDERGROUND CABLE DUCT TYPE CABLES ARMOURED & RODENT PROTECTED AERIAL CABLE (RURAL, SHORT, MEDIUM AND LONG SPAN) SPECIALISED/ INDUSTRIAL USE INSTRUMENTATION MINESHAFT FIELD DEPLOYABLE COMPOSITE CABLES

8 CABLE ACCESSORIES CABLE ACCESSORIES PRODUCT RANGE OPTICAL FIBRE CABLE ASSEMBLIES OPTICAL FIBRE AND COPPER CABLE JOINT CLOSURES OPTICAL FIBRE CABLE SLACK BINS UTP CABLE ASSEMBLIES

9 CUSTOMER BASE TELECOM NETWORKS FIXED LINE OPERATORS TELKOM /NEOTEL MOBILE OPERATORS MTN/VODACOM OTHER - INFRACO EXPORTS POWER UTILITIES AND TRANSPORT ESKOM SPOORNET TRANSNET SARCC/METRO RAIL CITY COUNCILS/METROS MINES GOLD PLATINUM DIAMOND COAL PROCESS MARKET PETROCHEMICAL PAPER AND PULP MIDDLE EAST PETROLEUM DEVELOPMENT OMAN SAUDI ARAMCO DATA MARKET OEMS LARGE AND DIVERSE MARKET BOTH LOCALLY AND ABROAD

10 MARKET The estimated market that CBI is targeting in South Africa is R 1.5bn Estimated Imported Cable into this market for the year 2007 was Copper cableR 123mil Fibre CableR 54mil Major export market for CBI is East and West Africa, SADEC and Middle East

11 MARKET BREAKDOWN- TELKOM VS NON TELKOM HISTORICAL TELKOM DEPENDENCE 2005/6 CURRENT OUTLOOK BASE YEAR INDEX 100 OUTLOOK INDEX 200

12 PRODUCT BREAKDOWN HISTORICAL PRODUCT MIX CURRENT OUTLOOK

13 TRUNK Network LOCAL LOOP Network Central Office Local Exchange Street cabinet Rural Residential Corporate SMEs Central Office High Cu Pr Cable Medium Cu Pr Cable Low Cu Pr Cable Medium Cu Pr Cable Coax Cu Cable / Microwave / OFC TYPICAL NETWORK PRE TECHNOLOGY MIGRATION

14 ACCESS Network National / Metro Network Central Office Local Exchange Street cabinet Rural Residential Corporate SMEs Central Office OFC WiMax OFC WiMax High Cu Theft xDSL Ready Cu Cable TYPICAL NETWORK POST TECHNOLOGY MIGRATION

15 SOUTH AFRICA TELKOM SA – Remains major user - maintenance and ADSL ESKOM – R343bn Capex to De-mothballing and new power stations INSTRUMENTATION CABLE – Local MEGA PROJECTS on the horizon – SASOL4; PETRO SA RAIL NETWORK - Commuter and Freight GAUTRAIN EXPORTS MIDDLE EAST Petro - Chemical MEED Report $59,2bn - under evaluation AFRICA – Natural resource development Oil and Mining MARKET GROWTH AREAS COPPER

16 TELKOM USEAGE COPPER Kcms 1000

17 NON TELECO COPPER GROWTH

18 EXPORT GROWTH

19 SOUTH AFRICA TELKOM SA – Balance of 5yr CapexR13,3bn Deep Fibre Deployment Access NEOTEL – Metro/Access Long haul National MTN / VODACOM – Self Provisioning Long haul SARCC METRO RAIL – Modernise Comms Network [Copper to Fibre] EXPORT PROPOSED SUBMARINE CABLE NETWORKS WILL STIMULATE PAN AFRICAN FIBRE DEMAND MARKET GROWTH AREAS FIBRE

20 FIBRE MARKET

21 England South Africa SAT-1 / SAT -2 Lisbon Senegal – Cote dIvoire 2 – Ghana 3 – Benin 4 – Nigeria 5 – Cameroon 6 – Gabon Angola SAT-3 / WASC South Africa France Egypt India SEAMEWE South Africa Mauritius Malaysia / India SAFE Mozambique Madagascar Tanzania Kenya SEACOM Djibouti South Africa France Egypt India Current / Build In-progress Pan African Submarine Cables

22 AWCC EASSY Current / Build In-progress Pan African Submarine Cables


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