Agenda Day 2

For day two agenda, click here

Registration and Morning Refreshments
Conference Opening
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?


David Bellingham, MD, HCF International & MD, Providence
Pim Kalisvaart, Portfolio Manager, Hawkes Point5
Erik Goldsilver, Partner, Gowling WLG

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
Ronald-Peter Stoeferle, Fund Management & Research Incrementum AG
Darren Collins, CEO & Director, US Critical Metals
Lunch and Networking
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?


Gervais Williams, Portfolio Manager, Premier Miton

Mining Company Interviews for Assay TV
Graham Carman, President CEO and Director, Tinka Resources
Todd Ross, MD & CEO, Nordic Nickel
Sam Pazuki, MD & CEO, Matador Mining
Closing Remarks and Farewell Drinks
End of Conference

Thanks for attending and see you in Cape Town 2023