Invest in Strategic and Rare Earth Metals via Terra Metal Fund http://www.mylifeplan.info/ Investments in tangible values offer extensive protection against inflation. Limited supplies and consistent advances in technology (smartphones, iPads, flat screen monitors etc.) around the world create continuously growing demand for strategic and rare earth metals - even during cyclically weaker periods of global economic growth. A great introduction to the Rare Earths Elements.

2. About Us
TerraMetal Investment
Founded in 2010
So far private and
institutional investors
have not had the chance
to invest in rare earth
and strategic metals.
TerraMetal
has made it possible for
investors to physicaly
store rare metals.
The TerraMetal Fund
was initiated in Nov 2011.
From now on even small
savings can be invested.

3. Metal Categories
Precious metals
Strategic metals
Rare Earths
Gold
Gallium
Neodymium
Indium
Yttrium
Silver
Tantalum
Dysprosium
Rhodium
Tellurium
Praseodymium
Platinum
Germanium
Lanthanum
Palladium
Rhenium
Cerium
Bismuth
Europium

4. Our Claim
Rare earths and strategic metals
are optimaly suited for core investments
Why?
They are essential for the world
and our future

5. Growing Diversity of Industrial Elements
in the Past 30 Years
1980s
12 elements
1990s
16 elements
2000s
60 elements

6. Rare Earths and Strategic Metals
in Everyday Life
Aviation
Mobile communication
TV
Medical technology
Lighting
Cars

7. Components of an Average Mobile Phone
(Proportional Weight in G)
Component
Proportion/g
Component
Proportion/g
Silicium
24,8803
Bismuth
0,0063
Synthetic materials
22,9907
Chrome
0,0063
Ferreous
20,4712
Quicksilver
0,0022
Aluminium
14,1723
Germanium
0,0016
Copper
6,9287
Gold
0,0016
Lead
6,2988
Indium
0,0016
Zinc
2,2046
Ruthenium
0,0016
Tin
1,0078
Selenium
0,0016
Nickel
0,8503
Arsenic
0,0013
Barium
0,0315
Gallium
0,0013
Manganese
0,0315
Palladium
0,0003
Silver
0,0189
Europium
0,0002
Beryllium
0,0157
Niobium
0,0002
Cobalt
0,0157
Vanadium
0,0002
Tantalum
0,0157
Yttrium
0,0002
Titanium
0,0157
Platinum
In trace amounts
Antimony
0,0094
Rhodium
In trace amounts
Cadmium
0,0094
Terbium
In trace amounts

8. The Demand for Rare Earths & Strategic Metals
in the Manufacturing Industry is Growing Steadily
Touch screens
Light-emitting diodes
LCDs
Wind power plants
Semiconductors
Solar cells

9. (1) Emerging Markets – China & India
Market opportunities for consumer electronics in relation to TV sets
US
Electrification
China
India
100%
99 %
56 %
Population
307 Mio
1.339 Mio
1.166 Mio
TV sets in use
300 Mio
435 Mio
99 Mio
2,5
1,1
<0,8
TV sets per household
But what about Indonesia? Vietnam? Brazil?

10. World Population Growth
30,000,000,000
25,000,000,000
20,000,000,000
Medium variant
15,000,000,000
High variant
Low variant
10,000,000,000
Constant-fertility variant
5,000,000,000
2100
2095
2090
2085
2080
2075
2070
2065
2060
2055
2050
2045
2040
2035
2030
2025
2020
2015
2010
2005
2000
0
Source: www.un.org
Worlds population increases by 79 Mio people every year
In comparison: German population 82 Mio people

11. Gallium
Ga, 31 – strategic metal
Increasing demand
Growth rate: 2,075% until 2030
Future technology
Light-emitting diodes, photovoltaic technology,
electronic high frequency components
Extraction areas
China, Germany, Kazakhstan, Ukraine
Risk Countries
Political risks to some extent
Market power
China (75% of world production in 2009)
Marginal costs of
exploration
High exploration costs
Substitutability
-
Applicability
Highly applicable, nontoxic Quicksilver substitute

12. Indium
In, 49 – strategic metal
Increased demand
Growth will increase by factor 8 until 2030
Future technology
Flat screens, touch screens, medical
technology, solar technology, light-emitting
diodes, mobile displays, engineering, special
coatings
Extraction areas
China, Russia, Japan, Canada, Peru
Risk countries
Political risks to some extent
Market power
China (60% of world production in 2008)
Marginal exploration costs
High in countries with deposits
Substitutability
-
Applicability
Highly applicable

13. Neodymium
Nd, 60 – rare earth
Demand increase
Growth will increase by factor 8 until 2030
Future technology
Permanent magnets, electric motors, hybrid technology
Extraction areas
China, India, Brazil
Country of risks
Political risks to some extent
Market power
China (97% of world production in 2009)
Marginal costs of
exploration
Increasing costs of exploration
Substitutability
-
Applicability
Highly used in wind power plants

14. Global Consumption of Raw Materials in
20 Years
How will global raw material demand for selected future technologies
increase until 2030 in relation to current gross world production of
certain raw materials?
Commodity
Demand
2006 - 2030
Future technology (selection)
Gallium
Factor 21,38
Thin-film-photovoltaics, IC, WLED
Neodymium
Factor 8,12
Permanent magnets, laser technology
Indium
Factor 8,23
Displays, thin-film-photovoltaics
Scandium
Factor 22,8
SOFC fuel cells, alloying element for Al
Germanium
Factor 8
Fiber-optic cables, IR, optical technology
Platinum
Factor 15,6
Fuel cells, catalysis
Tantalum
Factor 2,59
Micro-capacitors, medical technology
Silver
Factor 3
Lead-free solders, RFID

15. Return on Investment (ROI)
Prices result from demand and supply.
We know that demand is steadily increasing.
But what about the supply?

16. (2) Emerging Markets – China & India
If China or India had a number of TV sets
proportional to Europe, there would be
no more
Indium, Gallium, Tantalum and Tellurium.

17. Demand & Supply of Rare Earths –
Outlook 2015
Metal
Demand
Supply
Überschuss
Lanthanum
55.180 t
60.700 t
5.520 t
Cerium
59.910 t
90.900 t
30.990 t
Praseodymium
15.789 t
10.900 t
-4.889 t
Neodymium
44.264 t
36.600 t
-7.664 t
Samarium
330 t
4.500 t
4.170 t
Europium
637 t
925 t
288 t
1.264 t
3.400 t
2.136 t
690 t
375 t
-315 t
2.300 t
1.950 t
-350 t
Yttrium
16.116 t
12.300 t
-3.816 t
Others
520 t
1.400 t
880 t
197.000 t
223.950 t
26.950 t
Gadolinium
Terbium
Dysprosium
Total
The development of new mines has already been taken into consideration

18. Lifespan of Selected Metals
Statistical lifespan 2010 (in years)
Indium
Silver
Antimony
Tin
Chrome
Copper
Selenium
Yttrium
Niobium
0
10
20
30
40
50
60
70

19. Supply Increase –
Mining and Recycling are Not the Solution
Can the demand be satisfied, sooner or later?
Resources are limited
Mine development takes several years (8-10)
Mine development is not possible for all metals or generates
vast costs, respectively
Most metals can not be substituted
Recycling is not possible, or not yet profitable
Rising prices

20. Performance - Tellurium
$400
$350
Tellurium 99,9% in € / kg
$300
$250
$200
$150
$100
$50
$0
1/ Mrz/ 04 1/ Mrz/ 05 1/ Mrz/ 06 1/ Mrz/ 07 1/ Mrz/ 08 1/ Mrz/ 09 1/ Mrz/ 10 1/ Mrz/ 11

21. $0
Mai/ 11
Feb/ 11
Nov/ 10
Aug/ 10
Mai/ 10
$200
Feb/ 10
$250
Nov/ 09
Aug/ 09
Mai/ 09
Feb/ 09
Nov/ 08
Aug/ 08
Mai/ 08
Feb/ 08
Nov/ 07
Aug/ 07
Mai/ 07
$400
Feb/ 07
Nov/ 06
Aug/ 06
Mai/ 06
Feb/ 06
Nov/ 05
Aug/ 05
Mai/ 05
Feb/ 05
Price Development 2005 - 2011
Rare Earth in $ / kg
$350
$300
Neodymium
Cerium
Lanthanum
$150
$100
$50

22. Okt/ 11
500 €
3,600 €
Sep/ 11
3,800 €
Aug/ 11
1,000 €
Jul/ 11
1,500 €
Jun/ 11
13,94%
Mai/ 11
2,500 €
4,400 €
Apr/ 11
4,600 €
Mrz/ 11
Okt/ 11
Sep/ 11
Sep/ 11
Okt/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Aug/ 11
25,78%
Aug/ 11
Tellurium (Te)
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
600 €
500 €
400 €
300 €
200 €
100 €
-€
Feb/ 11
Tantalum (Ta)
Jan/ 11
1,200 €
1,000 €
800 €
600 €
400 €
200 €
-€
Feb/ 11
Rhenium (Re)
Nov/ 10
Neodymium (Nd)
Jan/ 11
19,58%
Dez/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
-€
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Apr/ 11
Mai/ 11
229,25%
Dez/ 10
Apr/ 11
Mai/ 11
Mrz/ 11
400 €
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
4,000 €
Jun/ 11
29,23%
4,200 €
Mai/ 11
Bismuth (Bi)
Apr/ 11
-€
Mrz/ 11
200 €
Mrz/ 11
18,32%
700 €
600 €
500 €
400 €
300 €
200 €
100 €
-€
Feb/ 11
800 €
Jan/ 11
200 €
Feb/ 11
300 €
Feb/ 11
Indium (In)
Jan/ 11
100 €
-€
Dez/ 10
50 €
Jan/ 11
500 €
200 €
Dez/ 10
Yttrium (Y)
Dez/ 10
1,000 €
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
115,75%
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
250 €
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
400 €
Apr/ 11
600 €
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
100 €
Mrz/ 11
35 €
30 €
25 €
20 €
15 €
10 €
5€
-€
Jan/ 11
Dez/ 10
Nov/ 10
150 €
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
Performance
Rare Earths & Strategic Metals
Gallium (Ga)
16,72%
Germaniumoxid (GeO2)
2,000 €
76,47%
-€

23. 400 €
200 €
-€
Apr/ 11
Sep/ 11
Okt/ 11
Aug/ 11
Sep/ 11
Okt/ 11
Jun/ 11
Mai/ 11
Jul/ 11
1,200 €
1,000 €
800 €
600 €
400 €
200 €
-€
Aug/ 11
Gallium (Ga)
Jul/ 11
Jun/ 11
600 €
Mai/ 11
Indium (In)
Apr/ 11
100 €
-€
Mrz/ 11
200 €
50 €
Feb/ 11
300 €
100 €
Mrz/ 11
800 €
Okt/ 10
Nov/ 10
Dez/ 10
Jan/ 11
Feb/ 11
Mrz/ 11
Apr/ 11
Mai/ 11
Jun/ 11
Jul/ 11
Aug/ 11
Sep/ 11
Okt/ 11
Okt/ 10
Nov/ 10
Dez/ 10
Jan/ 11
Feb/ 11
Mrz/ 11
Apr/ 11
Mai/ 11
Jun/ 11
Jul/ 11
Aug/ 11
Sep/ 11
Okt/ 11
Silver (Ag)
Feb/ 11
400 €
150 €
Jan/ 11
500 €
200 €
Jan/ 11
250 €
Dez/ 10
Yttrium (Y)
Dez/ 10
1,000 €
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
50 $
45 $
40 $
35 $
30 $
25 $
20 $
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
Silver & Gold vs.
Rare Earths & Strategic Metals
Gold (Au)
2,000 $
1,800 $
1,600 $
1,400 $
1,200 $
Neodymium (Nd)
-€

24. 400 €
200 €
-€
Sep/ 11
Okt/ 11
Aug/ 11
Sep/ 11
Okt/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Jul/ 11
1,200 €
1,000 €
800 €
600 €
400 €
200 €
-€
Aug/ 11
Gallium (Ga)
Jul/ 11
Jun/ 11
600 €
Mai/ 11
800 €
Apr/ 11
Indium (In)
Mrz/ 11
100 €
-€
Feb/ 11
200 €
50 €
Feb/ 11
300 €
100 €
Jan/ 11
400 €
150 €
Jan/ 11
500 €
200 €
Dez/ 10
Yttrium (Y)
Dez/ 10
1,000 €
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
250 €
Nov/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
Okt/ 10
Okt/ 11
Sep/ 11
Aug/ 11
Jul/ 11
Jun/ 11
Mai/ 11
Apr/ 11
Mrz/ 11
Feb/ 11
Jan/ 11
Dez/ 10
Nov/ 10
DAX vs.
Rare Earths & Strategic Metals
DAX
7,800
6,800
5,800
4,800
Neodymium (Nd)
-€

25. Advantages of Investing in
Rare Earths & Strategic Metals
Real assets
Problem of inflation solved
Scarce resources
Problem of enormous drop in prices in
phases of recession is not expected
No derivates, futures etc.
Problem of possible bubbles solved
Guaranteed increase of prices after a
minimum term of 10 years
Real yield problem solved
Possibility of modest investments
Almost everyone can invest
Positive side effect
Raw material stock for the European
industry
Correlation
Low correlation

26. Management Strategy
The management of TerraMetal Fund
follows a simple strategy:
Which metals will run out and
for which metals will demand increase markedly?
These metals will be
purchased depending on
availability and then stored
physically.
Evidently, future research
developments and
expansion of mine
capacities will be taken
into consideration

27. Warehousing
Quelle: www.zf-albisrieden.ch

28. Composition of the Fund – First Step
Cash
5%
Silver
15%
Indium
20%
Gallium
15%
Tellurium
15%
Neodymium
10%
Yttrium
10%
Tantalum
5%
Bismuth
5%

29. Szenario
Backtesting 15.11.2010 – 26.10.2011
Invested amount: 1 Mio €
Cash
5%
0%
0€
Silver
15%
30.7%
46,050.00 €
Indium
20%
18.32%
36,640.00 €
Gallium
15%
16.72%
25,080.00 €
Tellurium
15%
25.78%
38,670.00 €
Neodymium
10%
229.25%
229,250.00 €
Yttrium
10%
115.75%
115,750.00 €
Tantalum
5%
19.58%
9,790.00 €
Bismuth
5%
29.23%
14,615.00 €
ROI
1,515,845.00 €
(51.58%)

30. Target Setting
300% in 10 years
%
t

31. Rare Earth & Strategic Metals
The Perfect Allocation for the Global SAF
• Real asset
• High performance:
increasing demand – decreasing supply
• Low correlation to other markets
• Limited resources
• Active management with a simple strategy
• Conservative ROI calculation

32. Find Out More:
www.mylifeplan.info