Agenda Day 2
For day two agenda, click here
08:00
Registration and Morning Refreshments
08:50
Conference Opening
09:00
Specialist Mine Finance Panel
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
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