Aprio: Strategic Financial Communications

1. Aprio:Strategic Financial Communications Global Strategic Communications The story is the business, not the share price

2. A introduction to Aprio • Aprio is an independent, 100% South African-owned company focused on financial communication programmes and reputational enhancement campaigns • Aprio has a team of highly experienced specialists that have the necessary resources to support clients’ communication requirements • Aprio’s key resources are based in Johannesburg and Cape Town • Aprio’s financial market relationships are unmatched in the mining environment, particularly after Aprio was active on numerous transactions/programmes. Including: • Xstrata’s (Aprio) proposal to merge with Anglo American; • ArcelorMittal’s (Aprio) dispute with Kumba Iron Ore (ongoing); • Xstrata’s (Aprio) proposed merger with Glencore (ongoing). • Aprio acted for Walmart when it acquired its majority shareholding in Massmart; and Aprio profiled the Manufacturing Circle in its media and government communication initiatives • Aprio was recently selected by Impala Platinum and Edcon to re-define and implement their communication campaigns, and Aprio currently advises Bidvest in terms of its media strategy around its current and proposed acquisition program Strategic Communications

3. Our media focus Access to Aprio’s extensive media/opinion former network • Manage the media strategy: • Draft media releases and Q&A’s; and • Manage media invites, interviews and queries • Manage all other media interactions. • Op-eds (and other opinion pieces); • One-on-ones; and • Media releases, etc. • Provide media clippings service with analysis • Logistics • Identify key issues and tailor messaging • Develop briefing notes and Q&A’s for key engagements • Other. • Identify speaking opportunities; and • Manage updates to website Strategic Communications

4. Our IR focus Aprio provides dedicated IR support ensuring seamless coordination between the media and IR agendas Building in-house IR capacity • Train new in-house professionals on best practice & regulation • Confirm financial reporting timetable • Contribute to roadshow documentation • Ensure high quality of IR materials, including Annual Report • Develop best practice IR website • Develop investor friendly CSR strategy Maintaining Relationships and Information Flow • Manage investor/analyst database • Manage interaction between management and analysts/investors • Manage site visits to operations • Facilitate/manage information flow between sell-side and media • Detailed analyst/investor feedback • Distribute all SENS and media announcements • Peer group monitoring Strategic Communications

5. Aprio / Africa Practice relationship Aprio has an alliance with Africa Practice that provides strategic information and access in various African countries. We advise governments and industry; we help them to identify opportunity, manage risk and overcome critical communications challenges. Strategic Communications

6. Team profiles Julian Gwillim, Aprio: Johannesburg Julian was previously involved with a large South African conglomerate, the Anglovaal group for 24 years on internal communication, public relations and investor relations programs, as well as corporate action processes. He has project managed or worked on various transactions, which include: the split of Anglovaal’s mining and industrial assets; the listing of Avgold; the sale of Avgold to Harmony; the merger with African Rainbow Minerals; and the IPO of TEAL on the Toronto Stock Exchange. During and after the IPO he was based in Toronto to start-up and manage TEAL’s investor relations and media program in North America and Europe (specifically London). Julian founded Aprio, which has advised on some of the largest South African corporate transactions over the last few years. Julian has extensive knowledge and experience of managing a company’s target investor and media stakeholders. Tracey Peterson, Aprio: Johannesburg Tracey Peterson has more than 20 years’ experience and has the capability of providing a full and varied range of services in communications, employee well-being and social development.  She has a broad range of communications skills, including media relations, internal communications, publications/writing and stakeholder engagement. Tracey spent many years internally at De Beers, and she also worked in-house at Gold Fields.  Beyond the communications discipline, Tracey has experience in managing HIV and Aids in the workplace, having designed, implemented and managed the award-winning programme at De Beers. Tracey also managed the Corporate Social Investment programme for De Beers, while being accountable for the broader social responsibility of the company in South Africa. Tracey has contributed, in terms of conceptualising and designing the strategic concept, message formulation and writing, of numerous annual reports, sustainable development reports and, more recently, integrated annual reports for a number of companies and non-profit organisations. Rio Matlhaku, Aprio: Johannesburg Rio began working in public relations in 2001 at Beachhead Media & Investor Relations, which later became Financial Dynamics (and is today known as FTI Consulting). His forte over the last decade has been working closely with the South African financial media – across numerous sectors and all outlets including print, broadcast, radio, online, etc - and he also has wide-ranging communication and public relations experience. Rio has worked on accounts such as Alexander Forbes, Discovery Group, the Financial Planning Institute, Nedbank, Assupol Life, Airports Company of South Africa, Blue Catalyst and Samancor Chrome. Rio was also responsible for the media work relating to the re-launching of the South African Competition Commission. Rio now works closely on ArcelorMittal, Hosmed, the Manufacturing Circle, among other clients. Strategic Communications

7. Team profiles Del-Maree English, Aprio: Cape Town Del-Maree was previously a managing partner of a communications company, Communications Services, subsequently establishing its financial PR department: international clients included Guinness PLC, Seagram and CNN International. Del-Maree has worked with clients across a wide range of industries, including consumer/retail (Famous Brands, Italtile Ltd, KWV Holdings, McCarthy Retail and Rainbow Chicken), banking and insurance (Santam Ltd and Saambou Ltd), construction (Ceramic Industries), mining (Royal Bafokeng Holdings and JCI Ltd), petrochemicals (Sasol) and parastatals (SAA Cargo and Spoornet). More recently, Del-Maree has worked on Walmart’s acquisition of South Africa’s Massmart; Italtile’s acquisition of Ceramic Industries; and the IPO on the JSE of BK One in December 2011. Di Munro, Aprio: Johannesburg Di has worked for a number of years advising large multi-national companies (including MTN, Sanlam, Sasol and Absa) and parastatals on financial communications, investor relations and issues management. She has experience across a wide variety of industries with her most recent projects being in the financial and mobile phone sectors in Sub Saharan Africa and managing a public affairs  project for a business coalition, Private Investors for Africa. Di was also intimately involved with the Telkom IPO. She has worked as both an independent consultant and was also a partner of the UK based communications firm, Brunswick. Prior to this, Di worked in investment banking as a financial analyst. Thomas McLachlan, Aprio: Johannesburg Thomas has had extensive experience in financial journalism, having worked with media brands including London’s Financial Times Group as well as local brands Sunday Times and Business Day. He has covered numerous corporate action situations for the FT’s specialist investor media product MergerMarket and its subsidiary dealReporter. During this time he was responsible for covering various sectors of the Johannesburg Stock Exchange and built up a significant base of professional advisory contacts as a result. He also appeared on numerous television and radio shows including CNBC and 702 for his insights into the structure of large-scale mergers and acquisitions. Prior to this, he was Media Editor at Business Day, one of SA’s foremost business publications, covering the listed and unlisted media sector (including the advertising industry). Following his career in Journalism and prior to joining Aprio, Thomas ran a successful freelance financial writing business, compiling integrated annual reports as well as other strategic written content Strategic Communications

8. Team profiles Lydia du Pessis, Aprio: Cape Town Lydia has 16 years’ experience in investor relations across various industries, but with specific emphasis on the financial services industry. Lydia assists clients with strategic input on the subject of investor perceptions and communication strategies; production of annual, interim and quarterly financial publications and sustainability reports; managing relations with financial analysts and shareholders; measuring perceptions of analysts and fund managers; maintaining investor relations websites and organising results events, road shows and investor days. Lydia has significant experience in positioning companies as corporate brands and investment propositions and in establishing management credibility, building a long term, diversified shareholder base and providing quality financial disclosure. Vanessa Hillary, Aprio: Johannesburg Vanessa has ten years’ experience in internal and external communications and Investor.  She has a solid understanding of the banking and financial industry, having previously worked in Standard Bank’s Investor Relations, Strategy and Investment Banking divisions. She has also worked at Deutsche Bank’s Corporate Broking division.  Michelle Bartkunsky, Aprio: Johannesburg Michelle has, since 2006, worked in both Public Relations and a research positions. While working in the public relations field, Michelle has worked with a variety of clients such as Wesiziwe Platinum, Nestle South Arica, the Consumer Goods Council of South Africa, Business Process Outsourcing and Call Centre Industry Association, ContactinGuateng, the Concrete Manufacturers Association, the Nepad Business Foundation and Business Unity of South Africa, amongst others. She has extensive experience in writing editorial such as newsletters, corporate brochures, press releases and articles. Michelle also compiled the Wesizwe Platinum sponsored community newspaper, entitled, the Ledig Sun for two years, while working on the Wesizwe Platinum account. Michelle has also worked closely with the media and within the community in Ledig, which is situated near Rustenburg. Michelle holds a BA in Corporate Communications and a BA Honours in Corporate Communication Management.  Strategic Communications

9. References Clients • Edcon – Debbie Millar – (+27 83 212 0839) • Walmart – Kevin Gardner (USA, +1 479 721 9698) • Biomin – Jan van Niekerk (+27 83 309 6720) • ArcelorMittal - Nicola Davidson (London, +44 207 543 1162) / Themba Hlengani (+27 83 440 0158) • Chamber of Mines – Vusi Mabena (+27 82 465 5758) • Impala Platinum – Alice Lourens (+27 82 498 3608) • Sibanye Gold - James Wellsted (+27 83 453 4014) Other • Sam Forbes (Deutsche Bank) (+27 829 020 736) • Muneer Ismail (Deutsche Bank, Head of Equities) (+27 82 445 6063) • Allan Seccombe (Business Day, Resources Editor) (+27 11 280 5663) • David Pleming (Rated Analyst and Fund Manager) (+27 82 857 2538) • Songezo Zibi (Financial Mail, Associate Editor) (+27 79 699 5060) • Avishkar Nagaser (BofA Merrill Lynch) (+27 72 397 9935) Strategic Communications

10. Client base Strategic Communications

11. Client base Strategic Communications

12. APRIOOxford Corner, 32A Jellicoe Ave, Rosebank, Johannesburg, South Africa Tel: +27 11 880 0037 | www.aprio.co.za Julian Gwillim +27 (0) 82 452 4389 Tracey Peterson+27 (0) 83 408 7173 Strategic Communications