China Specialty Glass AG IPO Roadshow Presentation · ARIA – GLOBAL PRODUCTS FOR LOCAL PURPOSES. June 2012 | Page 2 . Our Vision . International iron ore and commodities trading

ARIA INTERNATIONAL Company Presentation June 2012

June 2012 | Page 1 ARIA – GLOBAL PRODUCTS FOR LOCAL PURPOSES

Quickly growing commodity trading company with clear focus on iron ore

Recognized specialist in the iron ore markets Global presence and local industry expertise

along commodity trading routes Long-term customer and supplier relationships

Company

Business Model

Diversified business model supported by two pillars 1. Trading in iron ore and raw materials for

extractive metallurgy, incl. services

2. Project business for extraction of iron ore

Earning attractive margins in trading as well as stable profits from the range of tailored services

Conservative approach to risk

ARIA – At a Glance

| Company Profile |


Our Vision International iron ore and commodities trading is the foundation for worldwide growth and long-term prosperity. We intend to contribute to this through our business activities.

To do so, we prioritize:

flexibility rapid adaptability to the ever changing

market environment quality reliability

We are convinced that customer satisfaction is and will remain key in determining our success.

The requirements of our customers, therefore, play a crucial role in our philosophy and are guiding our actions as we continue to grow.

| Company Profile |


Iron Ore: Most Important Commodity for Growth

Iron ore is composed of a mixture of iron compounds and non-ferrous minerals Main production countries: Brazil, China, Australia, India

Infrastructure projects Real estate Automotive industry shipbuilding Household items

From iron ore

| Company Profile |

to steel


2012 2009 2008 2007

Chronology

2006 2005 2010 2011

Founding of Roodsari General Trading,

Dubai

Started commodity and steel trading

Move, founding of ARIA International,

Hamburg

Commodity trading in Dubai

Founding of Minerco, Switzerland

Implementation of mining projects

| Company Profile |

Expansion of international presence:

revenue 2011 of EUR 213 million

Development to an International Commodity Trader


Organigram 2012

| Company Profile |

ASSISTANCE LAURA KIEL

PETRA PAULMANN HELI ZUNIGA

NICOLA BOLLMANN

INTERNAL AUDIT JÜRGEN BLATZHEIM

CORPORATE COMM/PR

ANDREAS HOFFMANN NICOLA BOLLMANN

PROJECTS N.N.

TRADING KATERYNA

TOVSTOPYATA

LEGAL JÜRGEN BLATZHEIM

ACCOUNTING WIEBKE BUDWASCH

REINER TONKEL N.N.

CONTROLLING DR. KAY SCHLETTE

ALINA KHUDO

TREASURY CHRISTIAN BAUER

LOGISTICS FRANK BORREMANS

NICOLETA MAN FLORIS FRÖLICH

CHARTERING ANDREAS REDLIN BARBARA DONKER

PLANNING DR. HANS-UWE MESSERSCHMIDT

EXPORT OFFICE FLORIS FRÖLICH NICOLETA MAN LARS JENSEN

MARYAM NAVID N.N.

CHIEF EXECUTIVE OFFICER

ALIREZA ROODSARI

CHIEF FINANCIAL OFFICER

ANDREAS HOFFMANN

CHIEF TRADING OFFICER

ALIREZA ROODSARI

RISK MANAGEMENT

ANDREAS HOFFMANN N.N.


Development of sales and profit 2010-2012

Sales more than tripled from 2010 to 2011

Further rapid growth in 2012 on basis of long-term off-take contracts

EBIT in fiscal year 2011: Growth of 65% to 4,2 Mio. EUR

Strong growth of EBIT in 2012 a result of focus on profitable transactions

| Finance Data |

(Mio. EUR)

Sales

EBIT (Mio. EUR)

62,5

213

314

2010 2011 2012

2,5 4,1

13

2010 2011 2012


Value Creation Chain

Solid network of international mine operators

Own project

business for extracting iron ore

Organisation of logistics value-chain

Comprehensive network with international commodity trading companies

Back-to-back business, project transactions, long-term purchasing agreements

Client service

Own production

Raw material extraction Marketing / Sales End

customers

Storage Shipping

Sales & customer relations

Delivery to end customers

From third parties

| Company Profile |

Financial engineering


Global presence

| Company Profile |

Cusco (Peru)

Hamburg

Beijing New York

Trading routes for Iron Ore

North Carolina

Jakarta (Indonesia) Vitória

Rio de Janeiro

Tirana (Albania)


development of iron ore prices

Iron ore prices since 2009 (Iron ore fines price development (Fe 62%), spot CFR)

US$ / mt

Source: index mundi (indexmundi.com)

| Market & Competition |

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135 145

148 136

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China import Iron Ore Fines 62% FE spot (CFR Tianjin port), US Dollars per Metric Ton


Growth in China and India continues to support high demand for iron ore

The competition will focus on the factors of product quality, reliability, and cost

There will be an ever closer connection between trading and mining activities

Prices will remain volatile; this will impact profitability and will require more sophisticated risk management techniques.

Iron Ore Market Environment

| Summary |


Strategic Focus

Growth in our core iron ore business

Further expanding the value chain to increase independence, in particular through:

shareholdings in / joint-ventures with mining companies; or other forms of co-operation

Accelerated development of project business in raw material extraction

Expansion of international presence

Broadening customer base

Further development of risk management systems

Increasing recognition of the company both regionally and internationally

| Strategy |

ARIA Growth Strategy


Quickly growing commodity trading company with focus on iron ore

Attractive market environment due to the well-known drivers of global growth :

population growth urbanization rising standards of living

World-wide presence and local industry expertise along commodity trading routes

Holdings in mines and strong focus on project business secures exclusive access to raw materials

ARIA International

Summary

| Summary |


ARIA International GmbH Zirkusweg 2 20359 Hamburg, Germany T: +49 40 881416 500 F: +49 40 881416 550

Corporate Commications / PR T: +49 40 881416 500 F: +49 40 881416 550 E: [email protected]

Contact

June 2012 | Page 14 ARIA – GLOBAL PRODUCTS FOR LOCAL PURPOSES | Disclaimer |

Disclaimer

This presentation includes forward-looking statements that are subject to risks and uncertainties, including those pertaining to the anticipated benefits to be realized from the proposals described herein. This presentation contains a number of forward-looking statements, including, in particular, statements about future events, future financial performance, plans, strategies, expectations, prospects, competitive environment, regulation, and supply and demand. ARIA International GmbH (“ARIA”) has based these forward-looking statements on its views with respect to future events and financial performance. Actual financial performance of the entities described herein could differ materially from that projected in the forward-looking statements due to the inherent uncertainty of estimates, forecasts, and projections, and financial performance may be better or worse than anticipated. Given these uncertainties, readers should not put undue reliance on any forward-looking statements. Forward-looking statements represent estimates and assumptions only as of the date that they were made. The information contained in this presentation is subject to change without notice and ARIA does not undertake any duty to update the forward-looking statements or the estimates and assumptions associated with them, except to the extent required by applicable laws and regulations.

Documents

China Specialty Glass AG IPO Roadshow Presentation · ARIA – GLOBAL PRODUCTS FOR LOCAL PURPOSES. June 2012 | Page 2 . Our Vision . International iron ore and commodities trading