Agenda Day 2

For day one agenda, click here

08:00
Breakfast and Morning Refreshments are Served
08:55
Conference Opening
09:00
Commodity Industry Keynote
Critical Minerals for the Energy Transition
  • European commodity risks to 2030 - Dynamics of raw materials in Lithium-ion batteries
  • Inconsistencies in broker reported Lithium supply
  • Supply concentration - the limiting factor to automotive transformation and European cell manufacturing
  • The challenge - excessive investment in upstream required to increase battery-grade lithium supply
  • Hydrogen market challenges to scale
  • PGMs dynamics - with Russian and Ukrainian supply now off-line

With:
Michael Schmidt, Economic Geologist & Senior Analyst, DERA/BGR

09:25
Precious Metals Briefing
Gold - In Search of a Bottom
  • 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?
  • Investment strategies to diversify and preserve wealth
  • How to find value in junior exploration and development stocks M&A outlook; capital discipline vs resource replacement

With:
Florian Grummes, Founder & Analyst, Midas Touch Consulting

Mining CEO Presentations
09:50

Jed Richardson, President & CEO, Trigon Metals

10:00

Eric Roth, President & CEO, Capella Minerals

10:10

Darren Collins, CEO & Director, US Critical Metals Corp

10:20

Henk van Alphen, CEO & Director, Wealth Minerals

10:30
Lithium Briefing
Essential Due Diligence When Looking at Investing in the Lithium Sector
  • A look at the top regions for lithium and emerging projects
  • DLE expectations. What are the top considerations or criteria to ask when assessing a project for investment? What questions should investors ask as part of de-risking a project?
  • ESG and the carbon challenge for lithium

With:
Martin Steinbild, Lithium Expert and Consultant

10:55
Panel Discussion
European Critical Minerals Challenge - Sustainable Supply and the Circular Economy
  • How constrained will the European BEV and automotive sector be over the next 5 to 10 years if we do not see increased investment across the value chain?
  • Due-Diligence on metals from an EU legislative perspective
  • How could ESG conscious businesses and funds capitalise on the evolving ecosystem in EU right now?
  • What are the primary risks in sustaining lithium-ion battery ambitions in Europe?

With:
Jeremy McManus, General Manager, Neometals
Vincent Pedailles, Chief Commercial Officer, Vulcan Energy Zero Carbon

Mining CEO Presentations
11:30

Mark Thompson, Vice Chairman, Tungsten West

11:40

Dave Cole, CEO & President, EMX Royalty Corp

11:50

David Ball, VP Corporate Development, Cerrado Gold

12:00

Ewan Webster, CEO, Thesis Gold

12:10

Carlos Bertoni, Interim CEO, Reunion Gold

12:20

Peter Ledwidge, Managing Director, Mako Gold

12:30

Craig Mackay, MD, Golden Rim Resources

12:40

Patrick Donnelly, President & CEO, E79 Resources

12:50

Nicholas Brodie, CEO, Golconda Gold

13:00
Lunch and Networking
Mining CEO Presentations
14:00

Chris Wilson, Chairman, Mantaro Precious Metals

14:10

Robbie McCrae, CEO, Caracal Gold

14:20

Derek Macpherson, President, CEO, Director, Gold 79 Mines

14:30

Sam Ash, CEO, Bunker Hill Mining

14:40

Louis-Pierre Gignac, President & CEO, G Mining Ventures

14:50

Quentin Yarie, CEO, Red Pine Exploration

15:00
Assay TV interview TBC
16:00
Assay TV interview TBC
17:00
End of Conference
18:00
Attendees are invited to continue the networking at for the ‘Mining & Art’ open gallery evening at Kunsthalle Friedrich, a short walk from the venue.

Drinks, light food and music will be served at the private gallery space.

Address: Mainzer Landstraße 101, Frankfurt