Agenda.

Day 2

08:00 – Registration and morning refreshments

08:50 – Conference opening

Mining CEO Presentations

09:00 Dev Randhawa, CEO & Chairman, Fission Uranium
09:10 Eric Desaulniers, President & CEO, Nouveau Monde Graphite Inc
09:20 Pine van Wyk, Director & CEO, Namibia Critical Metals
09:30 Victor Cantore, Chairman of the Board, Vision Lithium
09:40 Wojtek Wodzicki, President & CEO, NGEx Resources
09:50 John Black, CEO & Director,Regulus Resources

10:00 – Headline Panel: Strategies for winning portfolios – how are top investors tackling an ever-volatile mining industry?

• Where are investors seeing long term capital appreciation across the mining business?
• Identifying under-valued opportunities with high grades and lower costs of capital – are there enough out there?
• Diversified or specialised? What type of mining company generates the best return on capital? • What are some of the value destructive actions from last up-cycle to be cautious of?
• Appeasing shareholders vs investing to grow –is there a longer-term approach miners should adopt now?

Panellists include:
Rob Crayfourd, Portfolio Manager, New City Investment Managers
John Meyer, Partner & Mining Analyst, New City Investment Managers
Marjan Ertefai, Portfolio Manager, SP Angel
Mark Burridge Managing Partner, Portfolio Manager, Baker Steel

Mining CEO Presentations

10:30 Bruce McLeod, President & CEO, Sabina Gold & Silver
10:40 Brendan Borg, Managing Director, Celsius Resources
10:50 Kent Pearson, President & CEO, Murchison Minerals
11:00 Teo Dechev, CEO, President & Director, Mundoro Capital
11:10 Tony Rovira, Managing Director, Azure Minerals

11:20 – Analyst insight: Review of the developments in EV markets and the associated impacts for battery materials

• Developments in electric vehicle markets
• Evolution in battery technologies for auto manufacturers
• Supply and demand impacts on associated battery materials

Panellists include:
Wolfgang Bernhart, Senior Partner, Automotive, Roland Berger

Mining CEO Presentations

11:50 Adam Lundin, President & CEO, Filo Mining Corp
12:00 David Kelley, CEO & President, Chakana Copper
12:10 Hamish Bohannan, Managing Director, Gulf Manganese
12:20 Alan Carter, CEO, President & Director, Cabral Gold
12:30 Peter Berdusco, CEO, Guyana Goldstrike
12:40 Matt Gill, Managing Director & CEO, White Rock Minerals
12:50 Jo Battershill, Corporate Executive, Salt Lake Potash

13:00 – Lunch and Networking

14:00 Toby Mayo, President & CEO, Far Resources
14:10 Wanda Cutler, Corporate Development,Infinite Lithium
14:20 Lindsay Owler, Director & CEO, Argonaut
14:30 Darren Klinck, President & CEO, Bluestone Resources
14:40 Stephen Quin, President & CEO, Midas Gold
14:50 Cal Everett, President & CEO, Liberty Gold

15:00 – Precious metals investor panel: Seeking risk-adjusted returns in precious metals

• Why have gold mining stocks underperformed when prices have been relatively stable and the sector is experiencing recovery?
• With speculative capital looking elsewhere, and a great deal of passive money in gold funds, where is the value investing in gold stocks? What will get shareholders excited again?
• What have been the stumbling blocks over wider M&A activity?
• In a bull market what weightings should be given to gold and silver equities?
Panellists include:
Angelos Damaskos, Chairman & CEO, Sector Investments & Junior Gold Fund
Ian Williams,CEO, Charteris Treasury Portfolio Managers
Thomas Puppendahl, Founder & CIO, Chancery Asset Management
Willem Middelkoop, Founder, Commodity Discovery Fund

Mining CEO Presentations

15:30 John Foulkes, VP Corporate Development ,Orsu Metals
15:40 Dr. Alexander Yakubchuk, Director of Exploration,,Oriole Resources
15:50 Tim Livesey, CEO, Gigametals Corp
16:00 Mark Jarvis, President & CEO, Sovereign Metals
16:10 Paul Cowley, President & CEO, First Vanadium
16:20 Bernard Aylward, CEO, Kodal Minerals

16:30 – Battery Materials panel: A global outlook on battery materials and new energy demands driving the mining industry

• Supply side risk – Are automakers and OEMs right to have concerns over reliability of supply sources for raw battery materials? Will producers be able to bring supply online fast enough?
• How much capital is needed to flow into battery metals sector to meet global demand projections?
• Are improvements in battery storage and alternative chemical mixes altering the demand equation for materials like Lithium, Nickel, Vanadium and Cobalt?

Panellists include:
James Frith, Analyst, Bloomberg New Energy Finance Livio Filice, Global Energy Storage Executive
Marcel Goldenberg, Markets and Methodology Development,   S&P Global Platts

17:00 – Closing remarks and networking drinks