Capitalising on the Supply
Crunch Creating Demand for New Exploration Success
How has financing projects changed and why are the players and processes different in this bull cycle?
Challenging an everything but the mine mentality - will Inflation Reduction bill put mining in the spotlight?
Understanding opportunity costs for a project - which forms of finance, when and at what cost?
Are deals available despite high inflation?
What role does London play now, with investment strategies becoming cautious over stock specific risk? Is liquidity coming back to mining and in what forms?
What do finance providers want to see juniors with focusing their business efforts in the next 12 months?
Panellists:
David Bellingham, MD, HCF International & MD, Providence Pim Kalisvaart, Portfolio Manager, Hawkes Point5 Erik Goldsilver, Partner, Gowling WLG
10:00
Rare Earths Panel
Outlook on the trends and market
dynamics for these vital energy transition elements
Trends and market dynamics for rare earths between different end-use applications
Where are the opportunities for global supply under development
Overcoming the basket challenge aligned to end use demand
How are market competitions and Chinese / US relations influencing primary supply and processing
Ross Embelton, Mining Analyst, Wood Mackenzie George Bennett, CEO, Rainbow Rare Earths Matt Horgan, General Manager, Corporate Development
Assay TV Interviews
11:30
Ronald-Peter Stoeferle, Fund Management & Research
Incrementum AG
12:00
Darren Collins, CEO & Director, US Critical Metals
13:00
Lunch and Networking
14:00
Investor Fireside Chat
Mobilizing Capital for Natural Resource Projects
Despite recent record high prices in metals the capital going into earlier stage does not equate to the 2000s boom - why is new capital slower to enter this time?
How to de-risk projects in an environment of high interest rates and significant OPEX costs?
What radical changes are occurring in financial markets - how do they shape investor mindset towards stock selection?
Equity market perspectives: - are mining corporates portraying the right narrative?
Will mining stocks benefit from a rotation out of growth into value?
With small cap IPOs down, does London still hold a significant place for mining corporates versus the volume on ASX and TSXV and the liquidity of the NYSE?
With:
Gervais Williams, Portfolio Manager, Premier Miton
Mining Company Interviews for Assay TV
14:30
Graham Carman, President CEO and Director,
Tinka Resources
15:00
Todd Ross, MD & CEO, Nordic Nickel
15:30
Sam Pazuki, MD & CEO, Matador Mining
17:00
Closing Remarks and Farewell Drinks
18:00
End of Conference
Thanks for attending and see you in Cape Town 2023