Agenda Day 1

For day two agenda, click here

08:00
Registration and Morning Coffee
08:50
Welcome to Cape Town and Business Card Exchange
09:00
Leaders in Mining Investment Panel
Capital allocation in line with global decarbonisation goals

  • Is Africa genuinely poised to benefit?

  • How should mine operators demonstrate responsible stewardship of assets in today’s climate - sell, spin-out or re-invest?

  • What opportunities and indeed threats can this create for junior miners?

  • How are natural resource fund managers evaluating sector risks and identifying successful companies?

  • Thoughts on evolving ESG principles - Are asset owners and institutions changing their message in line with a new generation’s values?

With:
Philip Clegg, Portfolio Manager, Orion Resource Partners
Henry Steel, Portfolio Manager, Odey Asset Management
Hans-Arne l’orange, Head of Metals & Minerals, Clarksons
Cathy Nader, Principal, Mining & Resources Finance, Nedbank
Paul Quirk, Partner, Lionhead Capital

Mining CEO Presentations
09:50
Mark Strizek, Executive Director, Tietto Minerals
10:00
Resolute
10:10
AVZ Minerals
10:20
Matthieu Bos, President & CEO, SRG Mining
10:30
Johan Odendaal, Managing Director, Southern Palladium
10:40
Sébastien de Montess, President & CEO, Endeavour Mining
10:50
Martin Pawlitschek, President & CEO, Sanu Gold
11:00
Zhejiang Huayou Cobalt
11:10
Stillwater Critical Minerals
11:20
Analyst Briefing
Global commodities outlook - economic headwinds and the drivers for metals and mining

  • Top drivers and headwinds impacting metals markets

  • How significant is slower Chinese growth?

  • Which metals are set to perform well against the physical and financial markets today?

  • Across the metals complex where is the greatest supply tightness?

With:
Colin Hamilton, MD Commodities Research, BMO

Mining CEO Presentations
11:50
Jupiter Mines
12:00
Luke Alexander, President, CEO & Director, Newcore Gold
12:10
Mark Learmonth, CEO, Caledonia Mining
12:20
Roscan Gold
12:30
Philip le Roux, Chief Executive Officer, Arcadia Minerals
12:40
Andrada Mining
12:50
Ross McElroy, CEO & President, Fission Uranium
13:00
Lunch on the Veranda and Upper Lawn
14:00
The Future of Energy and Mining in South Africa Panel
Establishing the true costs, barriers and opportunity of South Africa’s energy transition
  • Opportunities and challenges pivoting to a cleaner energy producing country
  • Dynamics of financing renewable power sources
  • Why we cannot switch off hydrocarbons overnight
  • What pillars need to be in place to stimulate finance and accelerate junior mining success?

With:
Veronica Bolton Smith, Investment Director, Palladium Group
Peter Major, Head of Mining, Mergence Capital Investors
David Merriman, Research Director, Project Blue

Mining CEO Presentations
14:40
Henk Diederichs, CEO & Managing Director, Orecorp
14:50
Lucara Diamond
15:00
John de Vries, Managing Director, Black Rock Mining
15:10
Jason Brewer, Chief Executive Officer, Marula Mining
15:20
Platinum Group Metals
15:30
NextSource Materials
15:40
Energy Transition Africa Panel
Mining and exploring for the energy transition

  • Given the continent’s vast renewable energy potential how are African nations poised to action their own low carbon industries?

  • How is the electrification and battery electric vehicle boom driving further investment into Sub-Saharan exploration?

  • Do OEMs and midstream players have a duty to allocate more capital to upstream projects and take on greater risk?

Moderator:
Jamie Strauss, Founder, Digbee

With:
Kwasi Ampofo, Head of Metals & Mining, Bloomberg New Energy Finance
Julian Treger, CEO, Cotec & MD, Audley Capital
Erez Ichilov, Managing Director, Traxys
Taiwo Okwar, Vice President, African Finance Corporation
Matthew Tilleard, Co-Founder & Managing Partner, Crossboundary

16:30
Uranium Outlook Panel
A look across Africa’s emerging uranium projects

  • Global demand outlook

  • A view across emerging projects

  • Namibia as the regional hub

With:
Brandon Munroe, CEO, Bannerman Energy
Greg Cochran, Managing Director & CEO, Aurora Energy
Murray Hill, CEO, Elevate Uranium

17:00
121 Cocktail Reception on the Lawns and Veranda Sponsored By: