BORAL LIMITED (6 November LTIP) TSR Calculation and Ranking Report 06 Nov 2007 To 26 Sep 2014

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Reynard Williams
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1 BORAL (6 November LTIP) The TSR Ranking for the 6 November LTIP as at 26 September 2014 is as follows. We also set out changes that have occurred within the peer group between 6 November 2007 and 26 September 2014 inclusive. A. TSR Ranking TSR Ranking ASX Code Company Name TSR% Rank Percentile AMC AMCOR CSL CSL ORG ORIGIN ENERGY TLS TELSTRA CORPORATION JHX JAMES HARDIE INDUSTRIES PLC SYD SYDNEY AIRPORT CBA COMMONWEALTH BANK OF AUSTRALIA OSH OIL SEARCH IAG INSURANCE AUSTRALIA GROUP WBC WESTPAC BANKING CORPORATION WES WESFARMERS ANZ AUSTRALIA AND NEW ZEALAND BANKING GROUP CTX CALTEX AUSTRALIA CPU COMPUTERSHARE CGF CHALLENGER TCL TRANSURBAN GROUP FOX TWENTY-FIRST CENTURY FOX, INC AGK AGL ENERGY BEN BENDIGO AND ADELAIDE BANK WOW WOOLWORTHS DJS DAVID JONES TTS TATTS GROUP LNN LION NATHAN SHL SONIC HEALTHCARE FGL FOSTER'S GROUP TEL TELECOM CORPORATION OF NEW ZEALAND NAB NATIONAL AUSTRALIA BANK CMJ CONSOLIDATED MEDIA HOLDINGS STO SANTOS Page 1 of 11

2 BORAL (6 November LTIP) TSR Ranking ASX Code Company Name TSR% Rank Percentile SUN SUNCORP GROUP CFX CFS RETAIL PROPERTY TRUST GROUP COH COCHLEAR CCL COCA-COLA AMATIL DXL DYNO NOBEL SIP SIGMA PHARMACEUTICALS CPA COMMONWEALTH PROPERTY OFFICE FUND ORI ORICA MQG MACQUARIE GROUP LLC LEND LEASE GROUP WPL WOODSIDE PETROLEUM LGL LIHIR GOLD MTS METCASH DOW DOWNER EDI BXB BRAMBLES ASX ASX BLD BORAL SYB SYMBION HEALTH BHP BHP BILLITON PPT PERPETUAL CGJ COLES GROUP WDC WESTFIELD GROUP IPL INCITEC PIVOT AXA AXA ASIA PACIFIC HOLDINGS AMP AMP IOF INVESTA OFFICE FUND DXS DEXUS PROPERTY GROUP MIG MACQUARIE INFRASTRUCTURE GROUP TAH TABCORP HOLDINGS RIO RIO TINTO FMG FORTESCUE METALS GROUP LTD CQR CHARTER HALL RETAIL REIT SGP STOCKLAND HVN HARVEY NORMAN HOLDINGS Page 2 of 11

3 BORAL (6 November LTIP) TSR Ranking ASX Code Company Name TSR% Rank Percentile CSR CSR ALL ARISTOCRAT LEISURE TOL TOLL HOLDINGS SGB ST GEORGE BANK MCG MACQUARIE COMMUNICATIONS INFRASTRUCTURE GROUP ZFX ZINIFEX QBE QBE INSURANCE GROUP LEI LEIGHTON HOLDINGS GFF GOODMAN FIELDER MGR MIRVAC GROUP SGM SIMS METAL MANAGEMENT WOR WORLEYPARSONS UGL UGL GPT GPT GROUP AWC ALUMINA AIO ASCIANO NCM NEWCREST MINING CQO CHARTER HALL OFFICE REIT QAN QANTAS AIRWAYS GMG GOODMAN GROUP SWM SEVEN WEST MEDIA IIF ING INDUSTRIAL FUND FXJ FAIRFAX MEDIA BSL BLUESCOPE STEEL OZL OZ MINERALS ARI ARRIUM BBG BILLABONG INTERNATIONAL VPG VALAD PROPERTY GROUP PDN PALADIN ENERGY BBI BABCOCK & BROWN INFRASTRUCTURE GROUP PPX PAPERLINX ELD ELDERS BLY BOART LONGYEAR CNP CENTRO PROPERTIES GROUP Page 3 of 11

4 BORAL (6 November LTIP) C. Changes over the period 1. Events affecting companies in the peer group The events detailed below occurred for the following Peer Group companies during the performance period. Changes - Peer Group Events ASX Code Company Name Reason Inactive Date ABS ABC LEARNING CENTRES VOLUNTARY ADMINISTRATORS APPOINTED - *REMOVED* AFG ALLCO FINANCE GROUP VOLUNTARY ADMINISTRATORS APPOINTED - *REMOVED* AMC AMCOR AMCOR DEMERGER SCHEME OF ARRANGEMENT BBI FOX TWENTY-FIRST CENTURY FOX, INC. DE-MERGED TO TWENTY-FIRST CENTURY FOX, INC. AND NEW NEWSCORP INC LNN LION NATHAN TAKEOVER BY KIRIN HOLDINGS COMPANY MCG BABCOCK & BROWN INFRASTRUCTURE GROUP FGL FOSTER'S GROUP FGL DEMERGER SCHEME OF ARRANGEMENT 10/05/2011 IIF ING INDUSTRIAL FUND ACQUISITION BY GOODMAN INDUSTRIAL FUNDS MANAGEMENT MACQUARIE COMMUNICATIONS INFRASTRUCTURE GROUP BBI SCHEME OF ARRANGEMENT 09/11/2009 BNB BABCOCK & BROWN APPOINTMENT OF VOLUNTARY ADMINISTRATORS - *REMOVED* BXB BRAMBLES BRAMBLES DEMERGER SCHEME OF ARRANGEMENT TAKEN OVER BY CANADA PENSION PLAN INVESTMENT BOARD 25/08/ /11/ /12/2013 AXA AXA ASIA PACIFIC HOLDINGS SCHEME OF ARRANGEMENT WITH AMP 09/03/ /01/ /12/2013 CGJ COLES GROUP MERGER WITH WESFARMERS 12/11/2007 CMJ CONSOLIDATED MEDIA HOLDINGS PBL SCHEME OF ARRANGEMENT 03/12/2007 CNP CENTRO PROPERTIES GROUP CENTRO GROUP MERGER SCHEME OF ARRANGEMENT CPA COMMONWEALTH PROPERTY OFFICE FUND COMPULSORY ACQUISITION BY DEXUS OFFICE TRUST AUSTRALIA CQO CHARTER HALL OFFICE REIT ACQUISITION BY RECO AMBROSIA PTE LTD AND THE PUBLIC SECTOR PENSION INVESTMENT BOARD OF CANADA 16/04/2012 DJS DAVID JONES ACQUISTION BY VELA INVESTMENTS PTY LTD 21/07/2014 DXL DYNO NOBEL ACQUISITION BY INCITEC PIVOT US HOLDINGS PTY 23/11/ /03/ /06/ /06/ /03/2011 LGL LIHIR GOLD ACQUISITION BY NEWCREST MINING 31/08/ /10/ /07/2009 MIG MACQUARIE INFRASTRUCTURE GROUP MIG DEMERGER SCHEME OF ARRANGEMENT 25/01/2010 ORI ORICA ORICA DEMERGER SCHEME OF ARRANGEMENT 12/07/2010 Page 4 of 11

5 Changes - Peer Group Events BORAL (6 November LTIP) ASX Code Company Name Reason Inactive Date SGB ST GEORGE BANK SCHEME OF ARRANGEMENT WITH WESTPAC BANKING CORPORATION SYB SYMBION HEALTH COMPULSORY ACQUISITION BY PRIMARY HEALTH CARE TEL TELECOM CORPORATION OF NEW ZEALAND TEL DEMERGER SCHEME OF ARRANGEMENT 21/11/2011 VPG VALAD PROPERTY GROUP SCHEME OF ARRANGEMENT WITH BLACKSTONE REAL ESTATE ADVISORS L.P. WDC WESTFIELD GROUP RESTRUCTURE BETWEEN WESTFIELD GROUP (WDC) AND WESTFIELD RETAIL TRUST (WRT) 18/11/ /03/2008 TAH TABCORP HOLDINGS TAH DEMERGER SCHEME OF ARRANGEMENT 06/06/ /08/ /06/2014 WOW WOOLWORTHS WOW DEMERGER SCHEME OF ARRANGEMENT 26/11/2012 ZFX ZINIFEX MERGER WITH OXIANA 20/06/ Companies changing name Changes - NAME ASX Code Company Name New Company Name CMJDA CONSOLIDATED MEDIA HOLDINGS CMJ CONSOLIDATED MEDIA HOLDINGS DRT DB RREEF TRUST DXS DEXUS PROPERTY GROUP FCL FUTURIS CORPORATION ELD ELDERS MAP MAP GROUP SYD SYDNEY AIRPORT MCW MACQUARIE COUNTRYWIDE TRUST CQR CHARTER HALL RETAIL REIT MOF MACQUARIE OFFICE TRUST CQO CHARTER HALL OFFICE REIT NWS NEWS CORPORATION FOX TWENTY-FIRST CENTURY FOX, INC. OST ONESTEEL ARI ARRIUM OXR OXIANA OZL OZ MINERALS PBL PUBLISHING & BROADCASTING CMJDA CONSOLIDATED MEDIA HOLDINGS WAN WEST AUSTRALIAN NEWSPAPERS HOLDINGS SWM 3. Adjustment factors used during this measurement period SEVEN WEST MEDIA We used adjusted data from IRESS which incorporated the following adjustments. Adjustments AGK AGL ENERGY 22/08/ :5 REN AGK AGL ENERGY 28/05/ :6 REN Page 5 of 11

6 BORAL (6 November LTIP) AIO ASCIANO 30/11/ :3 CONSOLIDATION AIO ASCIANO 05/11/ DE-STAPLING OF ASCIANO GROUP AIO ASCIANO 16/06/ :1 NON REN AMC AMCOR 17/12/ DEMERGER BY WAY OF DIST OF 1 ORA FOR EVERY 1 AMC AMC AMCOR 19/08/ :9 NON REN ARI ARRIUM 17/09/ :1 REN 48C PAITREO ARI ARRIUM 17/04/ :5 NON REN ASX ASX 13/06/ :19 REN AWC ALUMINA 01/05/ :10 NON REN AWC ALUMINA 29/08/ :19 REN RIGHTS BBG BILLABONG INTERNATIONAL 25/02/ :8 REN ADJUSTED TO 1:4.5 ON NEW ADDED ENTITLED SHARES BBG BILLABONG INTERNATIONAL 22/06/ :7 NON REN BBG BILLABONG INTERNATIONAL 19/05/ :11 NON REN BBI BABCOCK & BROWN INFRASTRUCTURE GROUP 09/11/ $0.04 CAPITAL RETURN (STANDARD CAPITAL RETURN CALC NOT ABLE TO BE APPLIED) BBI BABCOCK & BROWN INFRASTRUCTURE GROUP 23/11/ RECAPITALISATION BBI BABCOCK & BROWN INFRASTRUCTURE GROUP 12/10/ IN SPECIE DISTRIBUTION OF NON- VOTING SHARES IN PRIME AET&D HLDGS NO 1 PTY LTD BEN BENDIGO AND ADELAIDE BANK 11/08/ :12 NON REN BLD BORAL 07/07/ :5 REN BLY BOART LONGYEAR 12/05/ :10 CONSOLIDATION BLY BOART LONGYEAR 18/08/ :1 NON REN BSL BLUESCOPE STEEL 06/12/ :6 CONSOLIDATION BSL BLUESCOPE STEEL 23/11/ :5 REN BSL BLUESCOPE STEEL 06/05/ :1 NON REN BXB BRAMBLES 09/12/ DEMERGER BY IN-SPECIE DISTRBTN OF 1 REC FOR EVERY 5 BXB BXB BRAMBLES 06/06/ :20 REN PAITREO CCL COCA-COLA AMATIL 22/08/ SPECIAL Page 6 of 11

7 BORAL (6 November LTIP) CCL COCA-COLA AMATIL 21/02/ SPECIAL CFX CFS RETAIL PROPERTY TRUST GROUP 11/03/ STAPLE OF CFX INTO CFS RTAIL PROPTY TRUST & DESTAPLE OF CFS RTAIL PROPTY TRUST2 CFX CFS RETAIL PROPERTY TRUST GROUP 29/05/ STAPLING OF RETAIL TRUST 2 AND CFS RETAIL PROPERTY TRUST CMJ CONSOLIDATED MEDIA HOLDINGS 30/11/ DEMERGER OF CWN CMJDA CONSOLIDATED MEDIA HOLDINGS 30/11/ DEMERGER OF CWN CPA COMMONWEALTH PROPERTY OFFICE FUND 12/11/ :15 NON REN CQO CHARTER HALL OFFICE REIT 23/02/ SPECIAL CQO CHARTER HALL OFFICE REIT 31/08/ :10 CONSOLIDATION CQO CHARTER HALL OFFICE REIT 12/12/ :1 NON REN CQR CHARTER HALL RETAIL REIT 31/08/ :5 CONSOLIDATION CSR CSR 17/02/ :3 CONSOLIDATION CSR CSR 09/02/ CAPITAL CSR CSR 11/01/ SPECIAL CSR CSR 27/10/ :40 REN (SAREO) CSR CSR 18/11/ :4 NON REN DOW DOWNER EDI 02/03/ :4 REN (AREO) DRT DB RREEF TRUST 22/04/ :7 NON REN DXS DEXUS PROPERTY GROUP 22/04/ :7 NON REN ELD ELDERS 16/09/ :5 NON REN ELD ELDERS 18/12/ :1 CONSOLIDATION OF CAPITAL FCL FUTURIS CORPORATION 16/09/ :5 NON REN FCL FUTURIS CORPORATION 18/12/ :1 CONSOLIDATION OF CAPITAL FGL FOSTER'S GROUP 09/05/ IN SPECIE DISTRIBUTION OF 1 TREASURY WINE ESTATES (TWE) SHARE FOR EVERY 3 FGL FMG FORTESCUE METALS GROUP LTD 18/12/ :1 SPLIT FOX TWENTY-FIRST CENTURY FOX, INC. 18/06/ SEPARATION OF BUSINESSES BY WAY OF AN IN-SPECIE DISTRIBUTION OF 1 NNC FOR 4 NWS FXJ FAIRFAX MEDIA 27/02/ :5 NON REN Page 7 of 11

8 BORAL (6 November LTIP) GFF GOODMAN FIELDER 29/09/ :12 REN GMG GOODMAN GROUP 13/08/ STAPLING OF GOODMAN LOGISTICS (HK) LTD AND GOODMAN GROUP GMG GOODMAN GROUP 03/04/ :5 CONSOLIDATION GMG GOODMAN GROUP 07/08/ :1 NON REN GMG GOODMAN GROUP 28/10/ :1 NON REN GPT GPT GROUP 11/05/ :5 CONSOLIDATION GPT GPT GROUP 05/08/ :1 IN-SPECIE DISTRIBUTION IN BGP HOLDINGS GPT GPT GROUP 08/05/ :1 NON REN GPT GPT GROUP 24/10/ :1 NON REN IIF ING INDUSTRIAL FUND 28/10/ :1 IOF INVESTA OFFICE FUND 22/06/ SPECIAL IOF INVESTA OFFICE FUND 10/04/ :4 CONSOLIDATION IOF INVESTA OFFICE FUND 18/06/ :5 NON REN IOF INVESTA OFFICE FUND 05/12/ :2.9 NON REN IPL INCITEC PIVOT 13/11/ :13 NON REN IPL INCITEC PIVOT 16/09/ :1 SPLIT IPL INCITEC PIVOT 20/11/ C SPECIAL DIVIDEND JHX JAMES HARDIE INDUSTRIES PLC 09/06/ SPECIAL (USD$0.20) JHX JAMES HARDIE INDUSTRIES PLC 14/03/ SPECIAL (USD$0.28) JHX JAMES HARDIE INDUSTRIES PLC 21/06/ SPECIAL LEI LEIGHTON HOLDINGS 13/04/ :9 REN (AREO) LEI LEIGHTON HOLDINGS 19/08/ :14 REN RIGHTS LLC LEND LEASE GROUP 26/02/ :22 REN (SAREO) LLC LEND LEASE GROUP 12/11/ STAPLING OF LEND LEASE TRUST AND LEND LEASE CORPORATION LNN LION NATHAN 18/09/ SPECIAL MAP MAP GROUP 05/12/ DE-STAPLING OF MAP AIRPORT & CASH MAP MAP GROUP 28/09/ SPECIAL MAP MAP GROUP 05/10/ :11 NON REN Page 8 of 11

9 BORAL (6 November LTIP) MAP MAP GROUP 20/12/ SPECIAL DISTRIBUTION OF 5C PER SECURITY MAP MAP GROUP 25/11/ STAPLING OF SYD AIRPORT TRUST1 TO SYD AIRPORT & DESTAPLING OF SYD AIRPORT TRUST2 MCW MACQUARIE COUNTRYWIDE TRUST 31/08/ :5 CONSOLIDATION MGR MIRVAC GROUP 08/06/ :9 NON REN MGR MIRVAC GROUP 05/11/ :1 MIG MACQUARIE INFRASTRUCTURE GROUP 22/01/ DEMERGER & 10C SPECIAL DIV MIG MACQUARIE INFRASTRUCTURE GROUP 20/06/ :5 CONSOLIDATION MIG MACQUARIE INFRASTRUCTURE GROUP 28/09/ :1 NON REN MOF MACQUARIE OFFICE TRUST 31/08/ :10 CONSOLIDATION MOF MACQUARIE OFFICE TRUST 12/12/ :1 NON REN MOF MACQUARIE OFFICE TRUST 23/02/ SPECIAL MQG MACQUARIE GROUP 13/12/ CAPITAL RETURN BY WAY OF DIST OF 1 SYD PER 1 MQG & :1 CONSOLIDATION NCM NEWCREST MINING 18/11/ SPECIAL ORG ORIGIN ENERGY 17/03/ :5 REN ORG ORIGIN ENERGY 04/11/ SPECIAL ORI ORICA 11/07/ IN SPECIE DISTRIBUTION OF 1 DULUXGROUP (DLX) FOR EVERY 1 ORI ORI ORICA 25/07/ :8 REN OST ONESTEEL 17/04/ :5 NON REN OST ONESTEEL 17/09/ :1 REN 48C PAITREO OXR OXIANA 19/05/ $0.12 RETURN OF CAPITAL OXR OXIANA 27/05/ :10 CONSOLIDATION OZL OZ MINERALS 27/05/ :10 CONSOLIDATION OZL OZ MINERALS 19/05/ RETURN OF PBL PUBLISHING & BROADCASTING 30/11/ DEMERGER OF CWN PPX PAPERLINX 06/10/ :5 NON-REN FOR SHARES (RAPID) RIO RIO TINTO 16/06/ :40 REN SGB ST GEORGE BANK 17/11/ SPECIAL Page 9 of 11

10 BORAL (6 November LTIP) SGM SIMS METAL MANAGEMENT 02/10/ C SPECIAL DIVIDEND SGP STOCKLAND 14/05/ :5 NON REN SIP SIGMA PHARMACEUTICALS 27/03/ SPECIAL SIP SIGMA PHARMACEUTICALS 04/04/ SPECIAL SIP SIGMA PHARMACEUTICALS 09/09/ :3 REN (RAPID) STO SANTOS 12/05/ :5 NON REN SUN SUNCORP GROUP 19/08/ SPECIAL SUN SUNCORP GROUP 23/08/ SPECIAL SUN SUNCORP GROUP 24/08/ SPECIAL SUN SUNCORP GROUP 23/12/ RESTRUCTURE TO ESTABLISH A NON-HOLDING COMPANY, SUNCORP GROUP SUN SUNCORP GROUP 06/02/ :5 NON REN SWM SEVEN WEST MEDIA 18/07/ :2 REN (AREO) SWM SEVEN WEST MEDIA 22/02/ :7 NON REN ISSUED OF CONVERTIBLE UNSECURED LOAN SYD SYDNEY AIRPORT 25/11/ STAPLING OF SYD AIRPORT TRUST1 TO SYD AIRPORT & DESTAPLING OF SYD AIRPORT TRUST2 SYD SYDNEY AIRPORT 05/12/ DE-STAPLING OF MAP AIRPORT & CASH SYD SYDNEY AIRPORT 28/09/ SPECIAL SYD SYDNEY AIRPORT 05/10/ :11 NON REN SYD SYDNEY AIRPORT 20/12/ SPECIAL DISTRIBUTION OF 5C PER SECURITY TAH TABCORP HOLDINGS 03/06/ IN SPECIE DISTRIBUTION OF 1 EGP FOR EVERY 1 TAH (DEMERGER) TAH TABCORP HOLDINGS 20/10/ :9 REN (AREO) TAH TABCORP HOLDINGS 11/08/ C SPECIAL DIVIDEND TCL TRANSURBAN GROUP 30/04/ :43 REN (AREO) TCL TRANSURBAN GROUP 12/05/ :11 REN (AREO) TEL TEL TELECOM CORPORATION OF NEW ZEALAND TELECOM CORPORATION OF NEW ZEALAND 18/11/ IN SPECIE DISTRIBUTION OF 1 CNU FOR EVERY 5 TEL 26/08/ C (NZ$ ) SPECIAL DIVIDEND Page 10 of 11

11 BORAL (6 November LTIP) TOL TOLL HOLDINGS 16/07/ :1 IN SPECIE DISTRIBUTION OF SHARES IN VIRGIN BLUE HOLDINGS TTS TATTS GROUP 31/08/ SPECIAL TTS TATTS GROUP 05/09/ SPECIAL VPG VALAD PROPERTY GROUP 02/11/ :20 CONSOLIDATION OF STAPLED SECURITIES VPG VALAD PROPERTY GROUP 24/09/ :4 NON REN WAN WAN WEST AUSTRALIAN NEWSPAPERS HOLDINGS WEST AUSTRALIAN NEWSPAPERS HOLDINGS 22/02/ :7 NON REN ISSUED OF CONVERTIBLE UNSECURED LOAN 18/07/ :2 REN (AREO) WBC WESTPAC BANKING CORPORATION 07/11/ SPECIAL WBC WESTPAC BANKING CORPORATION 10/05/ SPECIAL WDC WESTFIELD GROUP 10/12/ IN SPECIE (CAPITAL) DISTRIBUTION OF 1 WRT FOR EVERY 1 WDC WES WESFARMERS 28/08/ SPECIAL WES WESFARMERS 08/11/ CAPITAL & :1 CONSOLIDATION WES WESFARMERS 26/01/ :7 NON REN WES WESFARMERS 25/04/ :8 REN WOW WOOLWORTHS 23/11/ CAPITAL RETURN BY IN-SPECIE OF 1 SCP FOR EVERY 5 WOW WPL WOODSIDE PETROLEUM 29/04/ SPECIAL WPL WOODSIDE PETROLEUM 16/12/ :12 REN $42.10 (AREO) Page 11 of 11

BORAL LIMITED (3 November LTIP) TSR Calculation and Ranking Report 03 Nov 2008 To 26 Sep 2014

BORAL LIMITED (3 November LTIP) TSR Calculation and Ranking Report 03 Nov 2008 To 26 Sep 2014 The TSR Ranking for the 3 November 2008 - LTIP as at 26 September 2014 is as follows. We also set out changes that have occurred within the peer group between 3 November 2008 and 26 September 2014 inclusive.