Is a third quarter of outperformance
possible? 3
Rebounding to equilibrium, and then a little beyond 3
Strategy for Q3 and Q4 2009 4
Companies 13
Antofagasta 14
Aurubis 16
Boliden 18
ENRC 20
KGHM 22
Norsk Hydro 24
Nyrstar 26
Vedanta 28
Disclosure appendix 31
Disclaimer 34