Day 2

08:00 – Registration and morning refreshments

08:50 – Conference opening

09:00 – CEO Presentations

10:00 – Headline Panel: What drives value creation in junior mining?

• Has general optimism across mining permeated down to the junior sector yet?
• Identifying under-valued small-cap producers with high grades and lower costs of capital – are there enough out there?
• With the need to replace mined ounces, is early stage exploration back on investors radar? How can investors recognise a winning technical team?
• What are some of the value destructive actions from last up-cycle juniors must be cautious of?
• What longer-term approaches should miners consider now – appeasing shareholders vs growth

Panellists include:
Rob Crayfourd, Portfolio Manager, New City Investment Managers
Mark Burridge, Managing Partner, Portfolio Manager, Baker Steel

10:30 – CEO Presentations

11:20 – Analyst insight: Review of the developments in EV markets and the associated impacts for battery materials

• Developments in electric vehicle markets
• Evolution in battery technologies for auto manufacturers
• Supply and demand impacts on associated battery materials

Panellists include:
Wolfgang Bernhart, Senior Partner, Automotive, Roland Berger

11:40 – CEO Presentations

12:40 – Analyst insight:A global review of uranium markets and the strategic case for investing

• Demand for power generation – where does uranium fit
• Impacts of production cuts in Kazakhstan and USA
• Outlook for uranium stocks – a question of when not if?
Torsten Dennin,Founder & CEO, Lynkeus Capital

13:00 – Lunch and Networking

14:00 – CEO Presentations

15:20 – Precious metals investor panel: Seeking risk-adjusted returns in precious metals

• Why have gold mining stocks underperformed when prices have been relatively stable and the sector is experiencing recovery?
• With speculative capital looking elsewhere, and a great deal of passive money in gold funds, where is the value investing in gold stocks? What will get shareholders excited again?
• What have been the stumbling blocks over wider M&A activity?
• In a bull market what weightings should be given to gold and silver equities?
Panellists include:
Angelos Damaskos,CEO, Sector Investments & Junior Gold Fund
Willem Middelkoop, Founder, Commodity Discovery Fund

15:50 – CEO Presentations

17:00 – Battery Materials panel: A global outlook on battery materials and new energy demands driving the mining industry

• Supply side risk – Are automakers and OEMs right to have concerns over reliability of supply sources for raw battery materials? Will producers be able to bring supply online fast enough?
• How much capital is needed to flow into battery metals sector to meet global demand projections?
• Are improvements in battery storage and alternative chemical mixes altering the demand equation for materials like Lithium, Nickel, Vanadium and Cobalt?

Panellists include:
Jack Lifton, Independent consultant & commentator
Livio Filice, Global Energy Storage Executive

17:30 – Closing remarks and networking drinks

Have a great end to the year – see you in Cape Town on 4-5 Feb 2019