Agenda Day 1
For day two agenda, click here.
09:00
Keynote presentation:
Development plans for the Super Region and the role of metals and mining
09:20
Panel Discussion:
Key role of metals and mining in economic growth and the regional development of the critical minerals space
How are investorsnavigating their growing roles in the metals and mining space? Portfolio diversification - taking a seat at the table of the energy transition
Why companies should look for investment from the region - Navigating global geopolitical tensions.
Metals needed, investment drives, end-use, and the need for sustainable development
With:
Sofia Bianchi, CEO, Founding Partner, Atlante Capital Partners
Bernard Dahdah, Executive Director, Senior Commodities Analyst, Natixis
Anish Jain, Group CEO, Equitane
Tim Keating, Co-founder and Director, Tanjun Capital Limited
10:00
Centerra Gold
10:15
Wesdome Gold Mines
10:30
Spartan Resources
10:45
Skeena Resources
11:00
Analyst Outlook:
Assessing investment risks and opportunities
How can investors best understand the regions they are
- Role of resource nationalism within a global and regional context - How does it impact investment?
With:
Tom Griffin, Partner – Middle East & Africa, Control Risks
11:30
African Exploration Panel:
Risk management, challenges, and opportunities
Considering the regional focus onvAfrican projects -what makes a project investable?
Navigating the project environment - What do junior miners hear from investors and how can they best share their company/project message with the broader world?
Where are we seeing the biggest opportunities?
With:
Bardin Davis, Chief Executive Officer, Peak Rare Earths
Tom Griffin, Partner – Middle East & Africa, Control Risks
Mark Learmonth, Chief Executive Officer and Director, Caledonia Mining
CEO Presentations
12:15
Peak Rare Earths
12:30
DRD Gold
12:45
Dolly Varden Silver
13:00
Networking Lunch
14:00
Analyst Outlook:
Gold market analysis
Key insights into how gold is impacted by geopolitics, where pricing is going, and investment strategies in both stocks and the physical markets
With:
Florian Grummes, Managing Director, Midas Touch Consulting
CEO Presentations
14:30
AMEX Exploration
14:45
Thesis Gold
15:00
Goliath Resources
15:15
Royal Road Minerals
15:30
Networking Coffee Break
15:50
Panel Discussion:
Precious metals investment - Betting on a continuing boom in a volatile environment
Positioning portfolios as protection against inflation
The resource replacement challenge - finding high grades and the role of good exploration
Are there signs that silver will see a sustained upswing? Impacts of a solar boom on demand
Impacts of continued M&A activity
Investing in mining stocks vs physical gold
Role of the gold trade in the region
With:
John Forwood, Chief Investment Officer, Lowell Resources Funds
Peter Gianulis, CEO & President, Allegiant Gold
Florian Grummes, Managing Director, Midas Touch Consulting
CEO Presentations
16:30
Condor Gold
16:45
Wealth Minerals