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W ORLD CLASS MANUFACTURER OF C OPPER AND O PTICAL F IBRE

INVESTOR PRESENTATION 30 JULY 2008 Koos Vorster. W ORLD CLASS MANUFACTURER OF C OPPER AND O PTICAL F IBRE C OMMUNICATION C ABLES AND C ABLE A CCESSORIES. AGENDA. STRUCTURE AND SHAREHOLDING FACILITIES PRODUCT OVERVIEW MARKET GROWTH PROSPECTS QUESTIONS. Allied Electronics

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W ORLD CLASS MANUFACTURER OF C OPPER AND O PTICAL F IBRE

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  1. INVESTOR PRESENTATION 30 JULY 2008 Koos Vorster WORLD CLASS MANUFACTURER OF COPPER AND OPTICAL FIBRE COMMUNICATION CABLES AND CABLE ACCESSORIES

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

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

  4. FACILITIES BRITS FACILITY AREAS Site Area 12.2 ha Manufacturing 29,437 m² Copper Capacity 2,500,000 Kcm Fibre Capacity 1,200,000 Fkm ROSSLYN FACILITY AREAS Site Area 5,8 ha Factory 12,000 m² Data Capacity 72,000,000m

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

  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 • SPECIALISED/ • INDUSTRIAL USE • INSTRUMENTATION • MINESHAFT • FIELD DEPLOYABLE • COMPOSITE CABLES • 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)

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

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

  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 cable R 123mil • Fibre Cable R 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. LOCAL LOOP Network TRUNK Network TYPICAL NETWORK PRE TECHNOLOGY MIGRATION Residential Central Office Local Exchange Street cabinet Medium Cu Pr Cable High Cu Pr Cable SME’s Low Cu Pr Cable Corporate Coax Cu Cable / Microwave / OFC Medium Cu Pr Cable Central Office Rural

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

  15. MARKET GROWTH AREAS COPPER • SOUTH AFRICA • TELKOM SA – Remains major user - maintenance and ADSL • ESKOM – R343bn Capex to 2013. 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

  16. TELKOM USEAGE COPPER Kcm’s ‘1000

  17. NON TELECO COPPER GROWTH

  18. EXPORT GROWTH

  19. MARKET GROWTH AREAS FIBRE • 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

  20. FIBRE MARKET

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

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

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