Day 1

08:00 – Registration and morning coffee

08:50 – Welcome to Cape Town and business card exchange

09:00 – State of the industry panel: Leading funds outlook on mining sector performance, macro drivers and capital flows into the sector

• Investors view on the macro influences defining the commodities cycle – US China trade wars, Asia’s output, inflationary pressured, Brexit
• Is strong synchronous global growth expected to continue? Is there enough capital flowing into the sector to sustain prosperous growth for metals and mining in 2019?
• With Inflationary pressures rising will commodities attract much needed generalist capital back to the sector?
• Access and availability of debt – are big banks gaining confidence in the industry again?
• Buy vs build – is now the time for major miners to ramp up investment or look to greater M&A?

Panellists include:
Dušan Petković, Principal, Sprott Resource Lending Corporation
Neil Gregson, Portfolio Manager, JP Morgan Global Natural Resources Fund
Julian Treger, CEO and Executive Director, Anglo Pacific
Philip Clegg, Investment Manager, Orion Mine Finance
Stephanie Clement de Givry, Managing Director – Global Head Metals & Mining Finance, Societe Generale
Stephen Gill, Managing Partner, Pala Investment

10:00 – Mining CEO Presentations

10:00 Sébastien de Montessus, CEO & President, Endeavour Mining
10:10 Richard Young, President & CEO, Teranga Gold
10:20 John Welborn, MD & CEO,Resolute Mining
10:30 Archie Koimtsidis, CEO & MD, Cardinal Resources
10:40 Brett Richards, Chairman & CEO,Banro Corporation
10:50 Fortune Mojapelo, CEO, Bushveld Minerals
11:00 Wanda Cutler, Investor Relations,Nemaska Lithium

11:10 – Leaders in mining investment panel: Portfolio strategies and value creation though junior mining in Africa

• Stock picking methodologies and company fundamentals – how are top investors tackling an ever-volatile mining industry?
• Where are portfolio managers seeing long term capital appreciation in the juniors?
• What are some of the value destructive actions from last up-cycle to be cautious of now?
• What are the stand out features a junior miner needs to attract funds?
• With pressing need to replace mined ounces, is early stage exploration back on investors radar?

Panellists include:
Andrew Ferrier, Investment Director,Pacific Road Capital
Shoaib Vayej, Executive Director, Afena Capital
James Rattenbury, Senior Associate, Resource Capital Funds
Mandi Dungwa, Equity Analyst, Kagiso Asset Management

11:40 – Mining CEO Presentations

11:40 Paul Burton, Managing Director, TNG Ltd
11:50 Anthony Milewski, Chairman & CEO, Cobalt 27
12:00 Adrian Griffin, Managing Director, Lithium Australia
12:10 Tim Wither, CEO, Symbol Mining
12:20 Peter Johnston, Chairman, Jervois Mining
12:30 Bernie Pryor, CEO, Alufer Mining
12:40 Luke Graham, CEO & MD, Strandline Resources
12:50 Tim Carstens, Managing Director, Base Resources

13:00 – Lunch on the veranda and upper lawn

14:00 – Mining CEO Presentations

14:00 Eira Thomas, President & CEO, Lucara Diamond
14:10 Clifford Elphick, CEO, Gem Diamonds
14:20 Dev Shetty, CEO, Fura Gems
14:30 Geoff Eyre, Chief Financial Officer, Avesoro Resources
14:40 Harry Anagnostaras-Adams, Managing Director, Kefi Minerals
14:50 Andre Boje, CEO, Minergy Coal

15:00 – China commodities outlook 2019

• Impacts of Winter cuts on metals and mining so far – has the economic cycle been squashed into summer months?
• Expectations for post CNY base and bulk metals performance – a strong comeback or flatter?
• SupplySide reforms 3 years on – Will domestic production cutbacks continue?
• ‘Belt and Road’ developments – Will China offshore significant metals and mining consumption across Asia?
• China’s key outbound investment horizon

Ian Roper, General Manager, SMM Singapore

15:40 – Mining CEO Presentations

15:40 Trevor Benson, Executive Chairman, Walkabout Resources
15:50 Brendan Borg, Managing Director, Celsius Resources
16:00 Anthony Viljoen, CEO, Afritin
16:10 Vincent Mascolo, CEO, IronRidge Resources
16:20 John de Vries, CEO & MD, Black Rock Mining
16:30 Jon Forster, MD & CEO, Cora Gold
16:40 Bradley Drabsch, Managing Director, Trek Metals
16:50 R. Michael Jones, President & CEO, Platinum Group Metals

17:00 – Precious metals investor panel: As mining experiences a gradual recovery where are precious metals funds looking for returns?

• When will active and speculative money flow back into the gold sector? What will get shareholders excited again?
• Crating value in a precious metals portfolio – what attributes do gold and silver mining companies offer in terms of long term capital appreciation?
• Views on M&A – is greater activity what the market needs now and what conditions would help stimulate this?
Scott Mathieson, Corporate Finance, finnCap
Panellists include:
Amanda van Dyke, Fund Manager, South River Asset Management
James Wallbank,
Managing Partner, Ibaera Capital
Joachim Berlenbach,
Investment Adviser, Earth Resource Investment Group

17:30 – 121 Cocktail Reception on the lawns and veranda