Agenda Day 1
For day two agenda, click here.
08:00
Registration and Morning Coffee
08:55
Welcome and Business Card Exchange
09:00
Mining Investment Leaders Panel
Financing Through the Economic Downturn
Impact of the global macro environment on exploration and project financing - What does this mean for the junior sector?
To what extent is the energy transition impacting the flow of financing - both globally and for African projects?
Where do investors see the biggest risks and opportunities for the sector?
How are investors making strategic decisions through the lens of ESG?
With:
Cathy Nader, Principal: Mining and Resources, Nedbank
Shaun Usmar, CEO, & Director, Triple Flag Precious Metals
Julian Treger, President, CEO, & Director, CoTec Holdings Corp
Michael Wrotniak, Investment Manager, Orion Resource Partners
10:00
Terry Holohan, MD & CEO, Resolute Mining
10:15
Andrew Pardey, Managing Director, Predictive Discovery
10:30
Brandon Munro, Chief Executive Officer, Bannerman Energy
10:45
John De Vries, CEO, Black Rock Mining
11:00
George Bennett, CEO, Rainbow Rare Earths
11:15
Keith Bowes, Managing Director, Lotus Resources
11:30
Analyst Briefing
Global Commodities Outlook
Last year we saw a significant drop in commodity prices across the board and have seen volatility ever since - Are we going to come out of this period of instability soon?
Impact of the high inflation environment on the markets
Top drivers and headwinds for the coming year
Supply/demand dynamics are tighter than ever - Where do we see the biggest supply crunches emerging?
With:
Colin Hamilton, Managing Director, Commodities Research, BMO Capital Markets
Mining CEO Presentations
12:00
Guy Young, CFO, Endeavour Mining
12:15
Brad Rogers, Chief Executive Officer, Jupiter Mines
12:30
Murray Hill, MD & CEO, Elevate Uranium
12:45
Pine Van Wyk, Country Director, Forsys Metals
13:00
Lunch on the Verandah and Upper Lawn
14:00
South African Energy and Mining Panel
Accelerating South Africa's Energy Transition
Opportunities that come with the shift to green energy - What’s in it for South Africa?
Challenges that come with the move away from fossil fuels - Accepting the pace of the transition
Financing for this new energy era. Where are there opportunities emerging? Are investors on board?
Key infrastructure needed to ensure a smooth and just transition
Moderator: Jonathan Brufal, Partner, Head of International Projects and Co-Head of Africa Group, Gowling WLG
With:
Veronica Bolton-Smith, CEO, Chair, The Connect Africa Network
Gilles Dumont, Head of Business Development, Juwi
Mohloana Magwai, Business Development Manager, Exxaro Resources
Kgashane Mohale, Senior Industry Specialist, Industrial Development Corporation
Mining CEO Presentations
14:45
Dan Betts, CEO and Interim Executive Chairman, Hummingbird Resources Plc
15:00
Luke Alexander, President, CEO & Director, Newcore Gold
15:15
Martin Pawlitschek, President & CEO, Sanu Gold
15:30
Discovery and Exploration Showcase
Realizing Africa's World Class Exploration
Opportunities and challenges for explorers operating in the region
Investment appetite - How do investors assess the risk of investing in regional projects?
Regulatory considerations impacting investment
Ensuring success - What do juniors need to know about working in the region?
ESG considerations - Ensuring the support from local communities and gaining social licence to operate
Moderator: Miranda Werstiuk, Senior Originator, Monetary Metals
With:
Willem Middelkoop, Founder, Commodity Discovery Fund
Ken Tainton, Exploration Director, Rio Tinto
Paul Quirk, Partner, Lionhead Capital Partners