Agenda Day 2
For day one agenda, click here.
08:00
Registration and Morning Refreshments
08:55
Conference Opening
09:00
Panel Discussion
Fixing the financing environment for juniors
Challenges of educating generalist investors and improving perceptions
Exploring the role of alternative capital sources in a challenging economic environment
OEMs and offtakers – deal discussion slow-down and what this signifies
Financing the midstream and downstream operators required to support vertically integrated supply chains – how to accurately risk profile complex projects
Stimulating much-needed investment into crucial exploration projects – who should take the lead?
With:
Juan Alvarez, Managing Director, Nebari Holdings
Philip Clegg, Managing Partner, Orion Resource Partners
Pim Kalisvaart, Principal, Hawke’s Point Capital
Loni Saul, Director, Kings Road Capital
Ariel Tepperman, Managing Director, NRG Capital Partners
09:45
Louis-Pierre Gignac, President & CEO, G Mining
10:00
Marshall Koval, President & CEO, Director, Lumina Gold
10:15
Alexander Scanlon, Managing Director, Barton Gold
10:30
Mark Selby, CEO & Director, Canada Nickel
10:45
Sitka Gold
11:00
Panel Discussion
Precious metals pricing at the inflection point
Miscorrelation between bullish gold prices and the reality of junior equities – exploring the strategic opportunity for value creation in the current environment
With:
Angelos Damaskos, Chief Executive Officer, Sector Investment Managers Ltd
Alison Turner, Portfolio Advisor, Umbono Global Mining Fund LLC, VSA Capital
Ian Williams, CEO, Charteris Treasury Portfolio Managers
CEO Presentations
12:00
Nic Earner, Managing DIrector, Alkane Resources Ltd
12:15
Simon Eley, Executive Director, M3 Mining
12:30
Aidan Sullivan, VP Investor Relations, Trigon Metals
12:45
Spectre Exploration
13:00
Lunch and Networking
14:00
Fireside Chat
New Power Paradigms - Investing in the nuclear revival
Is the uranium renaissance here to stay? Assessing the key factors driving highest prices in over a decade and understanding the longterm demand outlook
Evaluating the UK’s roadmap to expanding capacity and delivering the infrastructure critical to achieving renewable energy ambition
Understanding domestic supply chains in renewable energy technology and ESS
The impact of global and regional ESG mandates and net-zero initiatives on the business case for nuclear
- How is the private sector helping the nuclear industry to make financing these large-scale projects attractive?
With:
Robert Crayfourd, Fund Manager, Geiger Counter Fund, CQS
14:30
Assay TV Interviews
Mining CEOs and investors discuss their projects on stage in a series of deep dive interviews