Day 2

08:00 – Registration and morning refreshments

08:55 – Welcome remaks day two and conference opening

09:00 – Precious metals investor panel: Perspectives on the Gold market and opportunities for long term investor

•At the current gold price, will we see generalists rotate capital out of passive ETFs and options on the metals and put it back into gold and silver equities?
• Investor views on gold mining equities’ recent weakness and correlation to the market sell-off
• Drawing parallels between this market and the 2008 financial crisis – could gold stocks experience a strong rebound?
• Will market risk shift generalists into hedge strategies and boost physical gold? How can we expect the gold price to react?
• How have major miners through to the junior set been performing?
• Is organic growth back on the agenda with bigger exploration budgets or will M&A continue to dominate in the precious sector?

Angelos Damascos, CEO & Founder Sector Resource Managers

09:40 Mining CEO presentations

11:10 – Mine finance and construction panel: Attracting alternative sources of finance beyond the public markets

• Transitions in how capital is formed for junior companies – how are traditional and alternative forms of project finance helping tackle the liquidity gap left by public markets?
• Where are specialist PE funds seeing the opportunities at the junior tier?
• As a key part of the capital raising journey how is the bank lending environment evolving?
• How reactive and willing can alternative lenders be to restructure facilities and allocate new capital in the face of project delays, cost overruns etc?
• How do financiers balance maintaining an appropriate level of control over a project without being too onerous and conflicting project outcomes?

Huw Williams, Senior Banker, EBRD
Mark Sawyer, Senior Partner, Greenstone Resources

11:40 Mining CEO presentations

13:00 – Lunch and Networking

14:00 Mining CEO presentations

15:00 – Cobalt briefing: Analysis of the material upside and downside risks in the cobalt market

• Industry mega trends changing the demand outlook – how are shifts in the batteries and EV market impacting the outlook for cobalt?
• Supply-side scenarios, prevalent risks and potential bottlenecks – is there potential for a price boom period?
• Capital flows into new projects – where are there new opportunities for investors?
• Cobalt juniors realistic expectations from investors and financiers

George Heppel, Senior Analyst, Cobalt, Lithium & Battery Markets, CRU

15:40 Mining CEO presentations

16:30 – Battery metals investor panel: Assessing the battery and EV industry today – capitalising on the metals and materials demands

• Quantifying the next 10 years of materials demands from the battery sector
• Supply chain developments and potential bottle necks – from raw materials through to final battery cells
• Battery megafactorys ramping up – who will dominate?

George Heppel,Senior Analyst, Cobalt, Lithium & Battery Market, CRU
Simon Gardner-Bond, Senior Executive Vice President, Techmet

17:00 – Close of conference and farewell drinks