Agenda

08:00 Registration and morning coffee

08:50 Welcome and business card exchange

09:00 Leaders in mining investment panel: Analysing the true impacts of megatrends on metals and mining investing

• Western sanctions on Russia are already upending commodity markets – where do we go from here?
• Despite extraordinary metals prices in this bull cycle, capital expenditure in the sector is lower relative to previous bull markets – What do leading fund managers see as the biggest risks to mining projects this decade: earning social license to operate; extraordinary supply chain challenges; ESG inhibiting capital allocation; inflation and cost waves; capital discipline over mine life supply?
• The strategic importance of metals for the energy transition is recognized. How do investors see mining companies becoming more relevant for thematic and ESG funds?
• Disruption risk to Russian commodity flows
• Discuss the importance of due diligence over financial and ethical risks when investing into US mining projects

Panellists include:
Carl Tricoli, Founding Partner, Denham Capital
Jose Martinez, CIO, Rimac Segurios
Sean Fieler, President & CIO, Equinox Partners
Caroline Donally, Managing Partner, Sprott Resource Streaming & Royalty
Willem Middelkoop, Chairman, Commodity Discovery Fund

09:50 Silver insight: What to expect in the wake of Russian sanctions? Where are silver and precious metals mining equities are heading?

• Silver market dynmacis in the context of conflict, Russia sanctions, limited FED levers and the inflation problem
• Global industrial demand outlook this decade
• Mine production – what des it tell us?

David Morgan, Chief Editor, The Morgan Report

Mining CEO Presentations
10:20 Robert Wares, Chairman & CEO, Osisko Metals
10:30 Dan Dickson, Chief Executive Officer, Endeavour Silver
10:40 Matthew Carr, Executive Director, Titan Minerals
10:50 David Grondin, President & CEO, Toma Gold

11:00 Investment briefing: Close Encounters of The Junior Kind (Taking Advantage of the Cycle)

• Commodity cycle and corporate behaviour
• The three Ps – People, Project, Place
• Cost of Capital – those who do it well excel
• Fit for purpose boards – how to analyse their effectiveness

Niki Adshead-Bell, Principal, Cupel Advisory

Mining CEO Presentations
11:30 Ross McElroy, President & CEO, Fission Uranium
11:40 Tim Harrison, Managing Director, Ionic Rare Earths
11:50 Stephen Promnitz, Managing Director, Lake Resources
12:00 Mark Selby, Chairman, CEO & Director, Canada Nickel
12:10 Max Porterfield, President & CEO, Callinex Mines
12:20 Keith Neumeyer, CEO, First Majestic Silver
12:30 Kimberly Ann, Chairwoman, Lahontan Gold Corp
12:40 Brad Langille, CEO, GoGold
12:50 Merlin Mar-Johnson, Executive VP, Salazar Resources

13:00 Lunch and Networking

Mining CEO Presentations
14:00 Warwick Smith, CEO, American Pacific Mining
14:10 Michael Rowley, President & CEO, Group Ten Metals
14:20 Steve Roebuck, President & CEO, Avidian Gold
14:30 Chris Donaldson, CEO & Director, Outback Goldfields
14:40 Matthew Horner, President & CEO, Maple Gold Mines
14:50 Ali Haji, CEO & Director, Ion Energy
15:00 Bruce Richardson, Executive Chairman & CEO, Anson Resources

15:10 Energy transition panel: Supply deficits, competing technologies and years of underinvestment – What could derail progress made so far?

• As EV sales reach record levels (26% of new automotive sales globally in 2021), how will the battery industry cope with present supply risks, like lithium and semiconductor shortages?
• Discuss the lack of correlation between lithium chemical prices and mining equities? Are we expecting an upswing?
• Scaling recycling and circular economy in practice
• Risk of competing technologies eroding lithium demand – Lithium-ion vs Sodium-ion batteries for example
• How is the US overcoming vulnerabilities in the power grid – are the raw materials available for stationary storage?
• Are sustainable thematic funds comfortable investing in upstream mining projects?

Panellists include:
Erez Ichilov, MD, Traxys Battery Holdings
Emily Hersh, Managing Director, DCDB Group
Cameron Dowling, Investment Director, ARCH Sustainable Resources Fund
Tyre Grey, President, Nevada Mining Association

Mining CEO presentations
15:50 Greg Johnson, Chairman & CEO, Metallic Minerals
16:00 Glenn Jessom, CEO, Silver Tiger Metals
16:10 Alex Rodriguez, VP Corporate Development, O3 Mining
16:20 Andrew Ferrier, MD, Okapi Resources
16:30 Adrian Rothwell, President & CEO, Angold Resources
16:40 Tara Christie, President & CEO, Banyan Gold
16:50 Alan Carter, President & CEO, Cabral Gold
17:00 Ellie Owens, President, E2 Gold Mines
17:10 Robert Archer, President & CEO, Newrange Gold

17:30 121 Mining Investment networking drinks, sponsored by TomaGold
Join us for drinks, lite food and music at The Venetian’s generous networking space to refresh and relax

08:00 Registration and morning refreshments

08:55 Conference Opening

09:00 Gold briefing: Examining the strength of precious metals equities in the new financial paradigm

• Have old beliefs about precious metals died with the rise of crypto, ‘green’ stocks and heavily inflated S&P 500?
• Positioning against the macro risks of Fed tapering, pandemic tailwinds, evergrande led property slump in China
• How to find value in junior exploration and development stocks
• M&A outlook; capital discipline vs resource replacement

Brien Lundin, President & Owner, Jefferson Financial / Executive Editor, Gold Newsletter

09:20 Precious metals investor panel: Investment strategies for a waining post-pandemic recovery

• Discuss the impacts of Russia / Ukraine on precious metals and possible knock on to mining equities
• Where is global finance heading given the inflation problem, limited Fed options, sovereign debt and the rise of digital and cryptographic currencies
• Aside from attractive fundamentals where is value creation within this space?
• Is a lack of growth potential inhibiting investor confidence in the sector? What do shareholders want from companies – dividends, reducing costs, investing in exploration or acquisitions?
• M&A outlook – is consolidation a natural course for the junior tier now?

Panellists include:
Peter Maletis, Portfolio Manager, ASA Gold Fund – Merk Investors
Kevin Smith, Founder & CEO, Crescat Capital
Matt Geiger, Founding Partner, MJG Capital
Brien Lundin, President, Owner, Jefferson Financial / Executive Editor, Gold Newsletter
Miranda Werstiuk, Director, OCIM Precious Metals

Mining CEO presentations
10:00 Ian Harris, President & CEO, Libero Copper & Gold
10:10 Jason Reid, President, CEO & Director, Fortutude Gold
10:20 John McConnell, President & CEO, Victoria Gold
10:30 Kerry Knoll, Executive Chairman, Generation Mining
10:40 Mark Learmonth, CFO, Caledonia Mining
10:50 Simon clarke, CEO, American Lithium

11:00 Due diligence essential to filter good assets from big economic dsicoveries

• Spotting the characteristics in a junior exploreco that will turn a great asset into the next big economic discovery

Brent Cook, Economic Geologist, Exploration Insights

Mining CEO presentations
11:30 Terry Harbot, CEO, Talisker Resources
11:40 Nancy Curry, VP Corporate Development, Kodiak Copper
11:50 Martin French, Executive Chairman, Chesterfield Resources
12:00 Brett Richards, CEO, Goldshore Resources
12:10 Paul West-Sells, President & CEO, Western Copper and Gold
12:20 Andrew Pollard, President, CEO & Director, Blackrock Silver
12:30 Mario Stifano, CEO, Galantas Gold
12:40 Stephen Rentschler, CEO, Nevada Lithium Resources
12:50 Nicholas Brodie, CEO, Galane Gold

13:00 Lunch and Networking

Mining CEO presentations
14:00 Scott Elridge, CEO & Director, Canagold Resources
14:10 Joe Ovsenek, President & CEO, P2 Gold
14:20 George Ogilvie, CEO & MD, Arizona Sonoran Copper
14:30 Blain Monaghan, President & CEO, Pacific Ridge Exploration
14:40 Tim Johnson, President & CEO, Granite Creek Copper
14:50 Jason Berton, Executive Director, Polar X

14:00 Uranium panel: Discussing a uranium bull market, new nuclear and sentiment for a decarbonized future

• Assets in clean energy ETFs reached more than $16bn in 2021 from $4bn pre pandemic and ETFs in uranium quadrupled in the same period. How should investors look at the sector now – How much exposure should investors consider for upstream projects?
• Innovations transforming the industry: from advanced fuels, safety, small modular reactors
• How is the energy transition changing perceptions: Nuclear as the carbon free, low cost energy source
• New funds and capital entering the space: what are can new capital do to the sector: Anchorage, family funds, Sprott’s physical uranium trust
• What are some of the risk/reward characteristics investors should be cognisant of with uranium mining companies?

Panellists include:
Rod Adams, Managing Partner, Nucleation Capital
Jon Bey, CEO, Standard Uranium
Ross McElroy, CEO, Fission Uranium
Andrew Ferrier, MD, Okapi Resources

Mining CEO presentations
15:30 Darwin Green, President & CEO, HighGold Mining
15:40 Keyvan Salehi, President & CEO, Nighthawk Gold
15:50 Jon Bey, CEO & Chair, Standard Uranium Corp
16:00 Galen McNamara, CEO, Summa Silver
16:10 Greg Crowe, President & CEO, Silver One Resources
16:20 Roger Rosmus, CEO & Founder, Goliath Resources
16:30 Scott Caithness, MD, Alderan Resources
16:40 Adam Melnik, CEO & Director, Zacapa Resources
16:50 Greg Beischer, President & CEO, Millrock Resources

15:30 Analyst briefing: Examining the hydrogen industry: scalability, material inputs and at what cost?

• Realising a materials supply and capital outlay challenges facing commercialisation of a green hydrogen industry
• PGMs critical role and improved outlook
• Hydrogen’s role in reating sustainably sourced low carbon supply of critical metals

17:00 Closing remarks and end of conference

19:30 Close – Thanks for attending – see you next at 121 Cape Town on 9th & 10th May