Agenda.

Day 2

08:00 – Registration and morning refreshments


08:50 – Conference opening


09:00 – Precious metals investor panel: Gold set for breakout year

• Are we at the start of a long run bull market in gold?
• Is 2019 a year for consolidation for gold miners? Thoughts on M&A outlook
• How have juniors been performing relative to their stock price? Is the junior segment currently undervalued?
• Silver outlook – how is silver set to perform? Is the upside still attractive for precious metals investors?
• Appetite for palladium after a strong year – is the metal overbought?
• Discovery outlook – are there enough high grade and economically recoverable deposits out there?

Panellists include:
George Cheveley, Portfolio Manager, Investec Asset Management
Ian Wiliams, CEO, Charteris Treasury Portfolio Management
Florian Siegfried, Portfolio Manager, SSI Asset Management
Alain Corbani, Portfolio Mnaager, Head of Commodities Finance SA
Andrew Ballingal, CEO & CIO, Ballingal Investment Advisors

09:40 – CEO Presentations

09:40 Ari Sussman, CEO, Continental Gold
09:50 Stephen Quinn, PResident & CEO, Midas Gold
10:00 Chris Ritchie, President, SilverCrest Metals
10:10 Jo Battershill, Corporate Executive, Salt Lake Potash
10:20 Justin Tremian, Managing Director, Exore Resources
10:30 Doug Eaton, President & CEO, Strategic Metals
10:40 Farhad Abasov, President, Millennial Lithium

10:50 – Battery Materials panel: A global outlook on battery materials and new energy demands driving the mining industry

• A look across the value chain for battery materials investing
• What is the fastest growing segment coming out of the EVs story – Lithium, Nickel, Cobalt, Copper?
• Can we expect global battery storage capacity to satisfy rising global demand?
• How mindful should investors be of the changing battery mix? Which cathode battery mix is the industry leaning towards?
Panellists include:
Aline Carnizelo, Portfolio Manager, Pala
Robert Bayliss, MD, Metal and Mineral Markets, Roskill
Kwasi Ampofo, Metals Analyst, Bloomberg New Energy Finance
Will Smith, CIO, Westbeck Capital


CEO Presentations

11:30 Wanda Cutler, Investor Relations, Nemaska Lithium
11:40 Robert Mintak, CEO, Standard Lithium
11:50 Stephen Power, Executive Chairman, Antipa Minerals
12:00 Jeremy Read, Managing Director, Pursuit Minerals
12:10 Trevor Benson, Executive Chairman, Walkabout Resources
12:20 Jeremy Crozier, President & CEO, Medgold Resources
12:30 Martin Turenne, President, CEO & Director, FPX Nickel
12:40 Roger Rosmus, Founder & CEO, Goliath Resources
12:50 Andres Restrepo, CEO, Mineros

13:00 – Lunch and Networking


14:00 – Lithium sector briefing: An overview of the global lithium supply and the EV value chain

• Realising the scale of the EV supply-chain – what are the material requirements to meet global demand projections?
• How much capital is still needed to realise this EV story?
• Overview of lithium junior mining segment – how are juniors set to perform – Developing brine or hard-rock projects – specialise or do both?
• Update on global battery storage capacity

Robert Bayliss, MD, Metal and Mineral Markets, Roskill

CEO Presentations

14:30 Joe Walsh, Managing Director, Lepidico
14:40 Stu Crow, Non Executive Chairman, Lake Resources
14:50 Jean-charles Potvin, President & CEO, Murchison Minerals
15:00 Sergei Stefanovich, Managing Director, Orsu Metals
15:10 Joyce Musial, VP Corporate Communications, Velocity Minerals
15:20 Paul West-Sells, CEO, Western Copper and Gold
15:30 Rick Trotman, CEO, Barksdale Capital

15:40 – Economist’s Keynote Address: Commodities Markets Outlook

• Forecast for metal prices – stabilization in 2019?
• Geopolitical and macroeconomic events buffeting commodity prices
• China outlook – Adapting to a slower demand outlook
• Evolution of emerging market economies

Panellists include:
Peter Nagle, Economist, Development Prospects Group, The World Bank


CEO presentations

16:10 Darwin Green, VP Exploration, Constantine Metals Resources
16:20 Robert Archer, CEO, Newrange Gold
16:30 Adrian Rothwell, President & CEO, Kore Mining
16:40 Paul Criddle, Managing Director, Matador Mining
16:50 Craig Mackay, Managing Director, Golden Rim Resources
17:00 Jason Wilkinson, Project Director, Davenport Resources

17:10 – Closing remarks and networking drinks


Thank you and see you at 121 New York on 04–05 June