South32 CEO on FY Earnings, Business Strategy

The video discusses the current market volatility and the company's strong performance over the past year, highlighting production records and cost control. It outlines future plans to maintain momentum through investments in nickel and aluminium, and the impact of rising commodity prices. The company's dividend strategy and capital management approach are explained, emphasizing shareholder rewards. The potential effects of China's market, particularly in steel production, on the company's strategy are also explored.

What has been the company's performance in terms of production and cost control over the past year?

• The company set new production records and controlled costs effectively.

• The company struggled with production and costs.

• The company saw a decline in production and rising costs.

• The company maintained stable production with no cost changes.

What are the company's expectations for its investments in nickel and aluminum businesses?

• The company expects no growth in these areas.

• The company plans to divest from these businesses.

• The company anticipates a decline in production.

• The company expects growth in production over the next 12 months.

How does the company plan to manage its capital and dividends?

• By focusing solely on special dividends.

• By eliminating dividends altogether.

• By maintaining a consistent approach to capital management and rewarding shareholders.

• By reducing dividend payouts.

What impact does the company expect from China's market conditions on its strategies?

• A significant increase in steel production.

• No impact on its strategies.

• A complete halt in operations.

• A slight decline in bulk commodities but a positive outlook for base metals.

What drives the long-term positive outlook for base metals according to the company?

• Lack of interest in base metals.

• Global decarbonization efforts and consumer demand.

• Government regulations against base metals.

• Decreasing consumer demand.