Welcome
Should I listen?
Disclaimer
Agenda
Bull Market
Commodity Prices
Is This a Bubble?
Metal Prices
ABN-AMRO
Sector Outlook
Supply Growth
Inflow Lowering
Lagging Supply
Greater Consolidation
Exploration Lag
Serious Miners
Chinese Demand
Chinese Metals
Chinese Energy
Urbanisation
Chinese Urbanisation
CFSI: Our Approach
We're Excited
Cost Curve
Kicking the Tyres
Portfolio Breakdown
Largest Holdings
Case Study: Iron
Low Cost Expansion
Portfolio Breakdown
Quality Stocks
Resource Offer
Efficient Frontier
Outlook
Focus on Quality
Thank You
