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

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