Corporate presentation september

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  • 1. LLX Logstica S.A.LLX Logstica S.A. July, 2008 September, 2008
  • 2. DisclaimerThis presentation relating to LLX Logstica S.A. (LLX) includes forward-looking statements, as that term is defined in the Private SecuritiesLitigation Reform Act of 1995, in Section 27A of the Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. Allstatements other than statements of historical facts are statements that could be deemed forward-looking statements and are oftencharacterized by the use of words such as projects, expects, anticipates, intends, plans, believes, estimates, may, will, orintends, or by discussions or comments about our objectives, strategy, plans or intentions and results of operations. Forward-lookingstatements include projections regarding our operating capacity, operating expenditures, capital expenditures and start-up dates.By their nature, these forward-looking statements involve numerous assumptions, uncertainties and opportunities, both general and specific.The risk exists that these statements may not be fulfilled or, even if they are fulfilled, the results or developments described in suchstatements may not be indicative of results or developments in future periods. We caution participants of this presentation not to placeundue reliance on these forward-looking statements as a number of factors could cause future results to differ materially from thesestatements.Forward-looking statements may be influenced in particular by factors such as the ability to obtain all required regulatory approvals andlicenses on a timely basis or at all, and changes in economic, political and regulatory conditions. We caution that the foregoing list is notexhaustive. When relying on forward-looking statements to make decisions, investors should carefully consider these factors as well as otheruncertainties and events.LLX does not undertake to update our forward-looking statements unless required by law. This presentation is neither an offer to sell (whichcan only be made pursuant to definitive offering documents) nor a solicitation of an offer to buy any securities in the United States, or anyother jurisdiction. The securities referred to herein have not been registered in any jurisdiction, and in particular, will not be registered underthe U.S. Securities Act of 1933, as amended, or any applicable state securities laws and may not be offered or sold in the United Statesabsent registration or an applicable exemption from such registration requirements.This presentation and its contents are proprietary information and may not be reproduced or otherwise disseminated in whole or in partwithout LLXs prior written consent. Investor Relations Ricardo Antunes CEO Antonio Castello Branco Manager Tel. 55 21 2555-5661 ri@llx.com.br 2
  • 3. 1. Overview
  • 4. EBXs publicly held companiesAll companies are listed in BOVESPAs Novo Mercado Corporate Governancesegment, consolidating a market capitalization of US$ 18.3 Bi*. Core Business: Core Business: Core Business: Core Business: Logistics Mining Oil & Gas Power Generation Market Cap: Market Cap: Market Cap: Market Cap: US$ 764 M* US$ 3.0 bi* US$ 12.5 bi* US$ 1.9 bi* Controlling Controlling Controlling Controlling Shareholder: Shareholder: Shareholder: Shareholder: 57% 67% 61% 76%*Source: Broadcast as of August, 29th 2008 4
  • 5. LLX Corporate Overview after restructuring Controlling Shareholders (1) + Minority Shareholders 57% 43% 51% 70% 70% 70%MMX Minas-Rio LLX Minas-Rio LLX Au LLX Brasil LLX Sudeste 30% 30% 30% 49% 100% Centennial(1) Eike Batista and Management 5
  • 6. LLX Highlights Ports strategically located in the Southeast Region of Brazil Unique Large back-areas Portfolio Port-Industry Integration Connected to existing Highway and Railway network Deeper depth allows larger vessel to berth, decreasing ocean freightLow Operating Private ports are not subject to public port charges (TUP and OGMO) Costs Higher productivity due to latest generation of port equipments Long Term Enough cargo to anchor LLXs ports (MoUs already signed) Contracts Back-bone for investments of the EBXs Companies through long term contracts Logistics Integration is a priority for the Brazilian government Brazilian ports are operating almost at full capacityGrowth Potential Ports are currently a bottleneck for Brazilian exports growth Continuous pipeline of new projects Business Ports business has been developed since 2005 Development Super Port Au under construction 6
  • 7. LLXs ports strategic locationMixed-use terminal sized to berth carriers up to 220,000 tons (Depth: 18.5m) Location Back-area Main Products Iron Ore from pipelines and Sao Joao third parties railway, steel "Super Port" Au da Barra, 7,800 ha products, coal, granite, LNG RJ and general cargo. Itagua Port Sudeste Industrial 52.1 ha Iron Ore Area, RJ 1,900 ha General Cargo, iron ore, "Super Port" Peruibe, SP (maritime agricultural bulk, liquid bulk structure with Brasil and fertilizers 50 ha) 2% 6% Country GDP 2007 (US$ Billion) Brazil 1,313.590 34% Port Au Russia 1,289.582 Port Sudeste India