Agenda Day 1
For day two agenda, click here
08:00
Registration and Morning Coffee
08:50
Welcome and Business Card Exchange
09:00
Keynote Address
Investing in the Perfect Storm
- Interpreting the a new era of inflation, an energy and agriculture crisis, and war in Europe
- Why is gold not moving higher?
- What do precious metals miners represent now?
With:
Ronald-Peter Stoeferle, Fund Management & Research, Incrementum AG
09:30
Investment Leader’s Panel
Seizing a Generational Opportunity to Finance the Energy Transition
- Interpreting the US Inflation Reduction act - can the climate bill supercharge investment into renewables and upstream minerals projects?
- How do we avoid a false start for new wind, solar and battery projects? Should tax breaks extend upstream?
- How are investment managers navigating financial headwinds and supply side crises, from energy to agriculture?
- How can energy and mining giants recycle super profits back into the ground? Are major’s hands tied over shareholders love of dividends over growth?
- Are assets overpriced in this environment?
- Is progress made in the energy transition burning up in the wake of energy security issues and war in Europe?
- What is the biggest challenge to realising mining projects this decade?
Panellists:
Cailey Barker, Director, Natural Resources, Blackrock
Bert Koth, Portfolio Manager, Denham Capital
Philip Clegg, Portfolio Manager, Orion Resource Partners
Hans-Arne, Head of Metals & Minerals, Clarksons Securities
10:30
Charles Fitzroy, CEO, Bradda Head Lithium
10:40
George Ogilvie, President, CEO, Director, Arizona Sanoran Copper
10:50
Sam Garrett, MD, Great Southern Copper
11:00
Rod McIllree, Execuive Chairman, Alien Metals
11:10
Brad Nichol, CEO, Alpha Lithium
11:20
Analyst Briefing
Mined Commodities Outlook for H2 2022
- A look at some of the dynamics impacting metals markets in the second half of 2022
- How supply and demand will responding to significant economic and political headwinds in China
- After a period of correction, which metals are set to perform well
- Energy input costs and CAPEX across miners
- Metals for the energy transition - will a supply constrained world prevent the energy transition?
With:
Rory Townsend, Commodities Analyst, BMO
12:00
Analyst Briefing
Lithium Market Update - Why the Structural Deficit is Here to Stay
With:
Rodney Hooper, Partner, RK Equity
12:20
Lithium Panel
Filling the Supply Gap for our Electric Futures
- What to get excited about the rapidly evolving lithium sector
- How grossly underestimated is the challenge of extracting lithium?
- DLE expectations and winning technologies
With:
Rodney Hooper, Partner, RK Equity
Stu Crow, Chairman, Lake Resources
Emily Hersh, Advisor DCDB Group / CEO, Lunar Lithum
13:00
Networking Lunch
Graphite CEO presentations: Projects meeting the supply crunch in natural graphite
14:00
Brent Nykoliation, Executive VP, Nextsource Materials
14:15
Phil Hoskins, Managing Director, Evolution Energy Minerals
14:30
Analyst Briefing
BEV and Battery Storage Sector Growth
- Essential market dynamics for suppliers and end users to understand
- Cathode demand for grid scale BSS application
- Regional capacity roll out and industry drivers
With:
Robert Baylis, Portfolio Manager, InnoEenrgy Fund
15:00
Critical Minerals Panel
Building Critical Material Value Chains to Unlock the Energy Transition
- With Canada signing MOUs with EU automotive firms for sustainable raw materials supply, and the US passing Inflation Reduction Bill, how is the world dividing over clean energy supply from mine to end product?
- Given we know the underinvestment story of the last 10-20 years, what is the fastest we could catch up in terms of what we need to be investing; and what we need to be producing?
- Who is positioned to succeed under the new paradigm? Which projects are bringing the automotive and battery storage sector closer to mining?
- Cost of capital rethink – What does the US Inflation Reduction act do to the cost curve for battery metals projects?
With:
Robert Baylis, Portfolio Manager, InnoEenrgy Fund
Mor ten Lien, Director, Clarksons Securities
15:20
Presentation
Investing in mines of the future: How technology builds trust with ESG and impact investors
With:
Steve de Jong, Co-Founder and CEO, Vrify
16:00
Precious Metals Investment Panel
Understanding the Sentiment and How to Position Portfolios for the Rally
- Discussing the dynamics of high inflation and strong dollar
- If we are in a commodities supercycle – what is holding gold back? Is there a buying opportunity for equities now?
- How are asset owners mitigating rising OPEX and high energy prices? Will funds gear towards developers and are there enough of them?
- What are the best assets to hold in this market? How important is diversification?
- What margin do you look for in a junior exploration project – As investors how do you filter the high return projects?
- Discuss the resource replacement challenge, finding high grades and the role of good exploration
- M&A outlook - what determines if a discovery is likely to grow and create value?
With:
Kerry Smith, Analyst, Haywood Securities
Florian Siegfried, Portfolio Manager, SSI Asset Management
John McClusky, President CEO Director, Alamos Gold
Ronald-Peter Stoeferle, Fund Management & Research, Incrementum AG
Adrian Ash, Director of Research, BullionVault
16:45
121 Networking Drinks Supported by our Sponsors:
