Agenda Day 2

For day one agenda, click here

08:00
Breakfast and morning refreshments are served
08:55
Conference opening
09:00
Precious metals briefing
Examining the strength of precious metals, the equities and physical metal in a new financial paradigm
  • How to position against the macro risks of Fed rate hikes, China market slowdown and high inflation - where should investors turn?
  • How to find value in junior exploration and development stocks
  • M&A outlook; capital discipline vs resource replacement

Florian Grummes, Founder & Analyst, Midas Touch Consulting

09:20
Precious metals investor panel
Investment strategies to provide portfolio diversification and wealth preservation
  • Where is global finance heading given the inflation problem, limited Fed options, sovereign debt and the rise of digital currencies?
  • Insights on long, value oriented portfolio construction
  • Why the energy transition, EVs and industrial applications shaping this decade are bullish for silver
  • Is a lack of growth potential among large cap miners slowing investor confidence in the sector?
  • What do shareholders want companies to deliver now - dividends, reducing costs, investing in exploration or acquisitions?
  • M&A outlook
10:20
Mining CEO presentations
11:00
Analyst presentation
Outlook for Platinum Group Metals in the wake of sanctions and fragmented supplychains
  • Sanctions impact on Russian raw materials supply analysis of the near term supply risks and demand drivers for Platinum Group Metals
  • The slowly recovering demand outlook from an autocatalyst indutry in transition is examined
12:00
Mining CEO presentations
13:00
Lunch and networking
14:00
Mining CEO presentations
15:20
Analyst presentation
How battery chemistries & technologies affect materials demand
  • How constrained will the European battery sector be over the next 5 to 10 years if we do not see increased investment in primary extraction?
  • Can OEMs look to substitution to counter higher prices?
  • What are the primary risks for the lithium-ion battery industry?
  • Solid-state significantly far off commercial use
  • Elasticity of supply across raw materials
  • Cost of capital challenges for battery materials miners
16:00
Closing remarks & farewell drinks
19:30
End of conference

Thanks for attending – see you next at 121 Cape Town February 2023