Day 2

08:00 – Morning coffee

08:50 – Day two opening remarks

09:00 – Mining CEO Presentations

10:00 – Africa mining panel: Creating value and monetising mined ounces in African mining projects

• Key drivers for investment through the lifecycle of mining projects
• Good ESG principles are fundamental to successful mines – but how are investors and mining companies improving their dialogue to maintain a license to operate?
• Impact of higher taxes, lower metals prices and lower royalties in some of Africa’s key mining jurisdictions
• Probability of funds returning profits to local stakeholders

Panellists include:
Andrew Ferrier, Portfolio Manager, Pacific Road Capital
Johan Dippenaar,CEO, Petra Diamonds

10:30 – Mining CEO Presentations

11:30 – Exploration and mining finance outlook:Finding and funding the next generation of economic discoveries

• Why is the journey through exploration stage becoming more difficult?
• Resource replacement needs – How significant is the global resource gap between current mined ounces and new ounces coming online?
• Where are the new projects coming from and who is financing them?
• With increased cost of capital, on market and PE preference for lower risk producers, how will explorers survive and find funding?
• Addressing the liquidity problem – Could higher gold prices spur a new wave of capital into exploration?
• Would an major success story trigger investor appetite for early stage projects?

Panellists include:
Terence Van Der Hoot,
Portfolio Manager, Commodity Discovery Fund
Mike Paterson, Investment Associate, Resource Capital Funds

12:00 – Mining CEO Presentations

13:00 – Lunch on the veranda upper lawn

14:00 – Mining CEO Presentations

15:00 – Mine finance panel: Creating value and scale – Understanding alternative finance sources beyond the public markets

• Available forms of project finance for the junior mine builder
• How to maintain share price through the transition to production
• Where are specialist PE funds seeing opportunity and creating value? Is competition rife for the best assets out there?
• Are the banks coming back? How is the environment changing?
• Are metals prices affecting opportunities for off-taker finance?

Moderator: Andrew Newbery,Partner, Gowling WLG
Panellists include:
Caroline Donally, Managing Director, Denham Capital
Stefan Eitel, 
Director Metals & Mining, KfW IPEX Bank

15:30 – Mining CEO Presentations

16:30 -Battery materials panel:A look across the value chain for battery raw minerals and the energy demands driving their extraction

• Where does Africa’s mining sector stand to benefit in the resource rush for battery grade metals?
• Economics and supply side challenges amid the scramble for battery raw materials – can explorers and producers bring supply online quick enough?
• Jurisdictional risks impacting security of supply of critical resources – cobalt providing the risk factor
• Update on development of minimising cobalt in the battery mix

Panellists include:
David Merriman, Manager, Battery Materials,Roskill

17:10 – Close of conference and farewell drinks – See you in next 121