EX-99.4 5 a17-27935_1ex99d4.htm EX-99.4

Exhibit 99.4

 

[LOGO]

GRAPHIC

 


Tim Skidmore Chief Financial Officer

GRAPHIC

 


[LOGO]

GRAPHIC

 


[LOGO]

GRAPHIC

 


[LOGO]

GRAPHIC

 


[LOGO]

GRAPHIC

 


CONFIDENCE

GRAPHIC

 


[LOGO]

GRAPHIC

 


Failing to recognize your flaws Inability to identify your strengths CONFIDENCE

GRAPHIC

 


2018 Priorities: Strengthen AND Grow Strengthen Relationships Employee Engagement Owner/Customer Engagement Grow Core Business Equity Management

GRAPHIC

 


2018 Priorities: Strengthen and Grow Strengthen Relationships Employee Engagement Owner/Customer Engagement Grow Core Business Sharpen Operational Excellence Safety CHS United Centers of Excellence Finance, Credit Risk Management RESTORE Financial Flexibility Expense Working Capital CapEx Optimize Assets Equity Management

GRAPHIC

 


$481 Million In specific event-related charges

GRAPHIC

 


RESTORE Financial Flexibility Expense Working Capital CapEx Optimize Assets Equity Management

GRAPHIC

 


[LOGO]

GRAPHIC

 


Financial Discipline Candid and transparent Disciplined process Intense rigor

GRAPHIC

 


Revenues $ in billions 08 09 10 11 12 13 14 15 16 17 0 10 20 30 40

GRAPHIC

 


Net Income $ in millions 08 09 10 11 12 13 14 15 16 17 0 250 500 750 1000 1250

GRAPHIC

 


Consolidated Earnings $ in millions Energy Ag Nitrogen Production Foods Corporate and Other Taxes Noncontrolling Interests 2017 2016 $76.9 (230.8) 29.7 26.0 43.4 182.1 $127.9 0.6 $275.4 30.9 34.1 64.8 14.7 4.1 $424.2 .2

GRAPHIC

 


$54.8 Million Loss Pre-tax Income

GRAPHIC

 


Consolidated Earnings $ in millions Energy Ag Nitrogen Production Foods Corporate and Other Taxes Noncontrolling Interests 2017 2016 $76.9 (230.8) 29.7 26.0 43.4 182.1 $127.9 0.6 $275.4 30.9 34.1 64.8 14.7 4.1 $424.2 .2

GRAPHIC

 


Consolidated Earnings $ in millions Energy Ag Nitrogen Production Foods Corporate and Other Taxes Noncontrolling Interests 2017 2016 $76.9 (230.8) 29.7 26.0 43.4 182.1 $127.9 0.6 $275.4 30.9 34.1 64.8 14.7 4.1 $424.2 .2

GRAPHIC

 


Consolidated Earnings $ in millions Energy Ag Nitrogen Production Foods Corporate and Other Taxes Noncontrolling Interests 2017 2016 $76.9 (230.8) 29.7 26.0 43.4 182.1 $127.9 0.6 $275.4 30.9 34.1 64.8 14.7 4.1 $424.2 .2

GRAPHIC

 


Consolidated Earnings $ in millions Energy Ag Nitrogen Production Foods Corporate and Other Taxes Noncontrolling Interests 2017 2016 $76.9 (230.8) 29.7 26.0 43.4 182.1 $127.9 0.6 $275.4 30.9 34.1 64.8 14.7 4.1 $424.2 .2

GRAPHIC

 


Consolidated Earnings $ in millions Energy Ag Nitrogen Production Foods Corporate and Other Taxes Noncontrolling Interests 2017 2016 $76.9 (230.8) 29.7 26.0 43.4 182.1 $127.9 0.6 $275.4 30.9 34.1 64.8 14.7 4.1 $424.2 .2

GRAPHIC

 


Beauty shot of coop to come from David

GRAPHIC

 


[LOGO]

GRAPHIC

 


[LOGO]

GRAPHIC

 


Grain scenic to come from David

GRAPHIC

 


[LOGO]

GRAPHIC

 


[LOGO]

GRAPHIC