Agenda Day 1
For day two agenda, click here
08:00
Registration and Morning Coffee
08:55
Welcome and Business Card Exchange
09:00
Opening Keynote
Investing in the industry’s future-facing dynamics
With:
Tony Manini, Executive Director & Investment Committee, EMR Capital
09:30
Investment Leaders Panel
Where to invest in 2023?
Where are we in the current investment cycle? Where are funds putting their cash?
- ESG and sustainability - How is it driving investment decision-making?
- Growth vs dividends vs M&A - How do funds want to see companies spending their surplus cash?
- Impacts of the greater global macro issues, such as the invasion of Ukraine, on energy security and the progress of the energy transition overall
With:
Peter Rozenauers, Managing Partner & Portfolio Manager, Orion Resource Partners
Hedley Widdup, Manager, Lion Selection Group
10:10
Economic Keynote
Mining investment initiatives to meet Australia’s Net Zero 2030 goal
Potential impact of a metals shortage on the Net Zero goal
- Government initiatives to fund metals projects - A lack of focus?
- Where to invest to accelerate key transition mine development?
- How the drive to Net Zero creates a unique opportunity for Australian mining investment
With:
Vivek Dhar, Mining & Energy Commodities Research Director, Commonwealth Bank of Australia
11:00
Networking Coffee Break
11:30
Analyst Briefing
Outlook for Graphite
Graphite has been top-of-mind for investors and analysts alike as the metal’s role in the batteries market overtakes its industrial use
- Understanding graphite - The importance of investing in the right type of natural graphite product that matches future demand
- Analysis on the supply, demand, and pricing outlook for graphite as its explores its growing role in the industry
With:
Adam Best, Principal Research Scientist, CSIRO
12:00
Analyst Briefing
Outlook for Nickel
With:
Harry Fisher, Project Manager (Consultancy), Benchmark Mineral Intelligence
13:00
Networking Lunch
14:00
Energy Transition Investment Panel
Battery metals and beyond
Investing to fill the gaps in Australia’s domestic critical minerals supply chain
- Lithium, graphite, nickel, copper, cobalt, silicon, rare earths, etc. - Where is the smart money going?
- Where government investment programmes, such as the US IRA, are creating opportunities in the mining investment space - How are the IRA and other policies likely to change the market long-term?
- NMC vs LFP - Impacts of different battery chemistries on investment decision-making?
With:
Adam Best, Principal Research Scientist, CSIRO
Alex Biggs, Chief Executive Officer, Lightning Minerals
James Gurry, Research Analyst, PAC Partners
Laura Hubbard, Managing Consultant – APAC, Wood Mackenzie
14:45
Analyst Briefing
Outlook for Lithium
Know your lithium - Grades, metallurgy, processing - What investors should be looking for in a lithium project
- Potential market impacts of emerging processing techniques
- How NIMBY-ism globally is providing opportunities to invest in Australia’s lithium sector
- What can we expect for the short and long-term on supply, demand and pricing?
With:
Cameron Perks, Principal Analyst, Benchmark Mineral Intelligence
15:45
Precious Metals Investment Panel
What is driving institutional demand for precious metals right now?
- What impacts are inflation and high interest rates having on the gold space?
- Why gold still attracts investment dollars in an industry driven by the energy transition narrative
- Junior exploration - What should investors look for in potential investments?
- How to spot a potential M&A target
With:
Andrew Haythorpe, Chief Executive Officer, ECR Minerals
Sagar Kalra, Senior Research Analyst – Gold, Wood Mackenzie
Shae Russell, Financial & Mining Investment Content Creator
Mike Spreadborough, Executive Co-Chairman, Novo Resources