Exhibit (a)(5)(D)
Imerys Snapshot Presentation
Dan Moncino Executive Committee member President—Filtration & Performance Additives Business Group
Disclaimer
„ Additional Information and Where to Find It
or an offer toThe tender offerpurchase described nor a in thissolicitation presentation of an offer to sell shares of Amcol. This has not yet commenced and this presentation presentation is not a is neither asubstitute recommendation for the Commission tender offer materials (the “SEC”) upon that Imerys and its wholly-ownedcommencement of the tender offer. acquisition At the time the tender offer issubsidiary will file with the U.S.commenced Securities and Imerys andExchange its wholly-owneda form of letter ofacquisition transmittal and other related tender offersubsidiary will file a Tender OfferdocumentsStatement with the SEC, andAmcol on Schedule TO, containing will file a an offer to purchase, Solicitation/Recommendation intend to mail these documents Statement to the stockholders on Schedule of Amcol. 14D-9 relating to the tender offer with the SEC. Imerys and Amcol These tender offer materials, as they may be amended from time to time, will containinvestors are urged to read themimportant carefully information and in their entirety when they about the tender offer andbecome stockholders available prior to making any of Amcol and other when they becomedecisions with respect to the tender offer. available, at the website maintained Stockholders by the SEC at www.sec.gov. The of Amcol will be able to obtain a free copy of theseSolicitation/Recommendation documents, Statement of charge at www.amcol.com. and the other documents filed by Amcol with the SEC will be made available to all stockholders of Amcol free MoreInformation, comprehensive including itsinformation Registration about Imerys may be Document filed under No. D.13-0195 obtained on its website (www.imerys.com), underon March 21, 2013 with the Autorité Regulated des marchés Document. financiers. Imerys draws the attention of investors to the “Risk factors” set forth in section 4 of the Registration
„ Forward -Looking Statements
Thisof Amcol presentation and the expected contains forward timing, -certainty looking and benefits of thestatements regarding, transaction. among other things, the Statements including proposed words such as acquisition by Imerys“believes,” forward “expects,” -looking “anticipates,” statements. “intends,” Because “estimates,” these statements “plan,” “will,” “may,” “intend,” reflect Imerys’ current views,“guidance” expectations or similar expressions and beliefs are concerning future events, these forward could affect the proposed acquisition -looking of Amcol statements and could cause actual results to differ involve risks and uncertainties. Investors materially should note that many factors from those expressed in forward acquisition will not close when-looking statements containedexpected in this or at all; the risk that presentation. These factors include, but are not limited to: the risk that the Imerys’ business and/or Amcol’s business will be adversely impacted publicly update any forward during the pendency -looking of thestatements, acquisition; and other risks andwhether as a result of new uncertainties. information, Imerys futureassumes developments no obligation or otherwise, to other than as required by law.
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Imerys is the world leader of mineral-based specialty products
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| PROCESS MINERALS INTO SPECIALITY MINERALS… |
Mineral Functional component additive
Finished Process product enabler
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| … ALL OVER THE GLOBE. 2 … IN THOUSANDS OF APPLICATIONS … |
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| … FOR DIVERSIFIED END-MARKETS … |
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Presence in 50 countries with close to 250 industrial facilities
Energy Solutions & Specialites Carbonates Monolithic Refractories Graphite & Carbon Oilfied Solutions
Filtration & Performance Additives Performance & Filtration Minerals Kaolins
Ceramic Materials Minerals for Ceramics Building Materials
High Resistance Minerals Fused Minerals Refractory Minerals
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Imerys in the USA
2,415 employees in the US (15% of Imerys)
$US 1.03MM sales (21%)
25 plants
18 Mines
Imerys Site or Mine
Employees by Region in 2013 Employees by countries Africa 2735
2415
4%
1416
Asia Pacific: 22% 1255
1077
17% 15% 638 620 557
9%
8% 7%
4% 4% 4%
Europe: 47% South America: 9% French: 17%
North America: 18% US: 15%
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Boosting innovation to play a major role in expansion plan
In 2013, approx. 330 M€ of sales generated from products not in our portfolio 5 years ago (+ 32% vs. 2012)
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Antiblocks Graphite Latex Carbonate Astrafil K, Natural DE Carbon for Cynergy, Honey comb New spray
for Fuel gloves for Wood new filler for Laminate conductive a chilled structure for castable,
Carbon Cells carbonate fibers for fiber plastics proof filter solar quick dry ,
for Li-Ion fillers composite replacement Cristal silica aid receiver monolithic
Silicone (Canada) controlled Nano refractory
rubber New alumina Diatomite dimension Low
fillers abrasive: Carbonate minerals temperature Second Argical Pro
Alodur Rod for non Barrisurf for UV porcelaine Generation A crop
woven coating body agglomerated protection
abrasives natural
product
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Strong track record of acquisitions with major deals in the US
More than €2 Bn of investments and 76 acquisitions over 13 years „ 3 major deals in the US
World Minerals (US): PyraMax Ceramics diversification into filtration €463m Talc (held by Rio Tinto): (US): new ceramic market major complement to €396m proppant plant to speed white pigment portfolio up development in this fast-growing
€230m €232m €202m €138m €94m €44m €49m €47m €59m €49m €35m €8m
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Lafarge Refractories: ACE: investment into Indoporlen diversification into monolithic monolithic refractories in (Indonesia): national Itatex: expansion of refractories business India AstronChina: leader in refractory product offering for diversification products Treibacher Schleifmittel: polymers, paints and into fused Tokai Ceramics diversification into abrasives rubber markets zirconia (Japan): local market Goonvean : high business producer of purity kaolin for monolithic ceramics and refractories performance products
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Specialty products and services
Products specified and engineered , Important service dimension
Strong commercial positions
#1 or #2 on most markets
Unique process know-how
Mechanical, thermal treatment, Formulation of proprietary recipes
Decentralized organization & empowered management
Safety culture
3.09
2.46 1.69 2013
1.51 LTA=1,31
2009 2010 2011 2012
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| Number of lost time accidents x 1,000 ,000 / number of work hours |
Combined accident frequency rate* (employees/subcontractors )
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Amcoland Imerys, a perfect fit
Many business similarities
Ownership of long-term, high quality mineral reserves
Technology, industrial expertise
Broad range of industrial customers with manufactured specialty products
Customer-focused, service-driven
Proven innovation capabilities
Decentralized organization
To grow up together
Combination of world leading positions in many sectors
Common end-markets
But addressing new needs
Story to be completed together
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We are Imerys
International
Industrial
Open-minded
Action-orientated
Forward thinking
Team players
Accountable
Empowered
Value added
Compliance with laws and regulations
Business conduct and ethics with the communities
Business conduct and ethics with our employees
Business conduct and ethics shareholders
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Thank youfor your attention