Agenda.

Day 2

Wednesday 1 April 2020

08:30 Registration and breakfast

08:50 Opening remarks

09:00 Commodities outlook: Analysts’ picks for commodities winners and losers in 2020/21

• Winners and losers across the commodities spectrum: Our panellists’ picks of the hottest and coldest metals and minerals in 2020
• Discussing the impact of the current geo-political environment on supply side opportunities
• Outlook on commodity demand trends – where do we see the market moving this year?

Panellists include:
John Forwood, Chief Investment Officer, Lowell Resources Fund
Warren Gilman,
Founder, Chairman, and CEO, Queen’s Road Central Capital
Helen Lau,
Analyst, Metals & Mining Research, Argonaut
Clyde Russell, Asia Commodities and Energy Columnist,Thomson Reuters

09:40 Mining company CEO presentations

10:40 ESG considerations for investors into junior mining projects

• How investor demand for ESG compliance is impacting flows into the junior mining sector
• How juniors can meet ESG requirements with limited resources
• How mining stocks can be incorporated into an ethical investment strategy
• Role that mining companies will play in decarbonisation

Panellists include:
Felix Lam, Head of Energy and Materials Research,CCB International Securities
Gabriel Wilson Otto, Head of Stewardship, Asia Pacific, BNP Paribas Asset Management

11:20 Mining company CEO presentations

12:20 Copper investment outlook: Weak economic growth expectations vs future supply crunch

• Where next for the copper price in 2020 and beyond?
• How do we get investment back on track to help enable crucial energy transitions towards more renewable sources?
• How much is the EV market impacting copper demand? What are the implications for future supply?

12:40 Lunch and networking

13:40 Mining company CEO presentations

14:40 Nickel investment outlook: Are rising prices here to stay?

• Impacts of Indonesia’s nickel ore export ban
• Where is the price of nickel expected to go next?
• How do current supply/demand dynamics play into this?
• Low capex HPAL – Myth or potential market disruptor?

Xu Aidong, Chief Analyst, Argonaut Beijing Antaike Information Co.

15:10 Mining company CEO presentations

16:00 Gold investment outlook: Predictions for the outlook for gold price and equities in 2020

• Exploration trends and new drilling campaigns – Opportunities for investment
• What price does gold need to reach to spark a new gold rush?
• ETF inflows vs individual mining stocks – Where is the smart money going?
• Physical gold investment outlook in 2020

Panellists include:
Sunil Kashyap, Managing Director, Scotiabank
Samson Li,
Senior Metals Demand Analyst, Refinitiv GFMS

17:00 Event wrap-up and closing drinks reception