Assay TV Live Interviews
Short interviews recorded with a small live audience in our dedicated studio space. Interviews will be a mix of corporate project updates and investors discussing key strategies for navigating today’s investment climate.
Agenda Day 1
For day two agenda, click here.
08:00
Registration and Morning Coffee
08:55
Opening Welcome
09:00
Investment Leaders Panel
Resource Resilience & Maintaining Momentum for the Green Revolution
- Key trends and the geopolitical forces impacting the market today
- Opportunities and risks for the West in de coupling from China and securing supply chains. How far have we come with vertical integration in the West?
- Trump’s tariffs, counter tariffs, and general trade uncertainty -- What are the potential consequences?
- Trump and Greenland -- Unpacking national security and resource nationalism
- Conquering short-termism and realising immediate investment prospects
With:
Cailey Barker, Managing Director, Xcelsior Capital
David Freeland, Portfolio Manager, Drakewood Capital
Fiona Clouder, Chief Executive, ClouderVista
Kruthika Bala, Vice Chair, Women’s Energy Network Alliance & Managing Director, Resources Now
10:30
Keith Henderson, President, CEO, Director, Latin Metals
12:00
Panel Discussion
Strategic Mine Finance
- Current trends in mining finance from exploration to production
- Navigating the current landscape of lower prices and negative sentiment
- Key risks and challenges for developing projects in the West
Moderator:
Robert Mantse, Chairman, M2 Capital Partners
With:
Patrick Chidley, Partner, 3ppb
Pim Kalisvaart, Principal, Hawke’s Point Capital
John Meyer, Partner & Mining Analyst, SP Angel
13:00
Networking Lunch
14:00-16:00
Assay TV Live Interviews
14:00
Roger Rosmus, Founder, CEO & Director, Goliath Resources Limited
14:30
Jay Chmelauskas, CEO, President & Director, Camino Metals Corporation
16:15
Junior Mining Showdown
Where Companies Meet Capital - Critical Minerals Edition
- Three junior mining companies will pitch to London’s top investors, showcasing their story and projects with the hopes of winning (a fictional) $1,000,000 investment!
Judges:
Scott Yarham, Global Head Battery Metals, Ascend Elements
Cailey Barker, Director, Natural Resources, Cailey Barker
Charles Stephenson, Analyst, ARCH EM Partners
Participating Companies:
Scott Williamson, Managing Director, Blackstone Minerals
Sapan Ghai, Chief Commercial Officer, Sovereign Metals
Scott Honan, Chief Operating Officer, NioCorp
17:00
Day 1 Networking Cocktails
Stick around after your meetings to catch up over some drinks and light snacks