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 FinanceCorporation 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: