Agenda.

Day 1

08:00 – Registration and morning coffee


08:50 – Welcome and business card exchange


09:00 – Leader’s in mining investment panel: Characterising the state of the industry and sentiment for metals and mining

• What has been working well for the mining sector and how can companies win over institutional investors in 2019?
• Are smaller companies being starved of capital? Is this a phase and when could capital permeate down to the junior tier?
• Key economic indicators investors are watching – trade war concerns, quicker-than-expected slowdown in China, faltering global economic growth expectations, rises in interest rates
• Improving reputation for economic gain – after recent events, how can mining justify a “licence to operate” in global jurisdictions – working with local communities, governments and end consumers of their products?

Cailey Barker, Director, Natural Resources, BlackRock
Neil Gregson, Portfolio Manager, JP Morgan Global Natural Resources Fund

09:40 Mining CEO Presentations


11:00 – Analyst briefing: Investment outlook for base metals

• Demand drivers for base metals – Implications of the electrification narrative on demand
• Tracking economic discoveries within base metals – where are the producing mines of the future?
• Are new mines bring brought into production fast enough to satisfy global demand increases?

David Wilson, Commodity Strategist, Freepoint Commodities

11:30 CEO Presentations


13:00 – Lunch and Networking


14:00 – Mine finance panel: Alternative forms of mine finance creating value for the junior segment

• Is there enough capital circulating the industry at present and how much is filtering down to the junior tier?
• Project finance, off-takes, royalties and streams; how are alternatives balancing against other forms of equity finance available?
• In structuring, negotiation and executing deals how do the goals of financier and miner align for a win-win result?
• Has the lending environment evolved; are non-bank project financiers changing the dynamic of debt markets?

Panellists include:
Adam Howard, Principal Banker, EBRD
Philip Clegg, Portfolio Manager,Orion Resource Partners
Richard Shemesian, Director, Bennelong Venture Capital

14:30 – Mining CEO Presentations


15:50 – Investment Leader’s Roundtable: Strategies to capitalise on the next phase of mining sector growth

• Are there enough projects out in the market that stack up to institutional investors rigorous due diligence?
• If global growth continues to fall quicker than expected, how confident are investors of management teams to genuinely deliver over the coming 12 months?
• Increasing dividends, defensive credentials, reducing costs, debt free – How can miners gain greater investor confidence across 2019?

Panellists include:
Julian Treger, CEO, Anglo Pacific
David Street, Principal, Tembo Capital
Rob Crayfourd, Co-Portfolio Manager, NCIM

16:20 – CEO presentations


17:30 – 121 Mining Investment networking drinks