Portfolio

AED Oil Limited is an Australian listed oil and gas exploration and production company. It operates assets in Australia, Brunei and Indonesia.

The Golden Beach gas field is located in the Gippsland Basin of Australia. It is adjacent to major gas plant infrastructure and has a number of potential development options.

Greenheart Group is a Hong Kong-listed company engaged in log harvesting, lumber processing and the sale of logs and lumber products primarily to China.

HSE Mining is a private services company providing contract mining and machinery rental to blue-chip clients including BHP Billiton and Mitsubishi. It is focused on open cut coal and iron ore producers.

IRC is an iron ore producer and developer with assets located in Eastern Russia, close to the Chinese border, supplying all output to Chinese steel mills.

Max Petroleum is an independent oil and gas exploration and production company based in Kazakhstan. It holds licences over large areas in the highly prolific Pre-Caspian Basin.

Octagon is a Hong Kong-based company active in the logging of sustainable forestry concessions in South America.

The Galoc oil field is located offshore Palawan Island in the Philippines, with commercial production having commenced in 2008.

Natsteel was a large Asian steel manufacturer, producing more than 2 million tonnes of premium steel products annually.

Sual was a large vertically integrated aluminium company, involved in the mining of bauxite and production of alumina, silicon, semi-finished and finished aluminium products.

Sino-Forest, listed on the Toronto Stock Exchange, is the leading foreign commercial plantation operator in China, acquiring and developing fast-growing, high-yielding timber species.

CNOOC is the largest oil and natural gas producer in offshore China and, in terms of reserves and production, is one of the largest independent oil and natural gas companies in the world.