Agenda day one

For day two agenda, click here

08:00
Registration & morning coffee
08:50
Welcome and business card exchange
09:00
Leaders in mining investment panel
Analysing the true impacts of megatrends on metals and mining investing
  • Metals prices are in a structural bull cycle, yet capital expenditure in the sector is lower relative to previous bull markets - What do leading fund managers see as the biggest risks to mining projects this decade: earning social license to operate; extraordinary supply chain challenges unfolding; ESG pressure within the supply chain; inflation and cost waves; capital discipline over long term growth?
  • The strategic importance of metals for the energy transition is recognized. How do investors see mining companies becoming more relevant for thematic and ESG funds?
  • Disruption risk to Russian commodity flows
  • Discuss the importance of due diligence over financial and ethical risks when investing into US mining projects

Panellists include:
Jon Lamb, Portfolio Manager, Orion Resource Partners
Craig Parry, Co-Founder and Partner, Inventa Capital
Nate Ebaling, Portfolio Manager, Ospraie Management
James Steel, Analyst, Precious Metals, HSBC

Mining CEO presentations
9:50
JP Vega de la Varga, MD, Galan Lithium
10:00
Matthew Keane, CEO, S2 Resources
10:10
Robert Wares, Chairman, Osisko Metals
10:20
Tim Harrison, MD, Ionic Rare Earths
10:30
Gareth Thomas, President & CEO, Westhaven Gold
10:40
Steve Parsons, CEO, Goldsource Mines
10:50
David Grondin, CEO, Toma Gold
11:00
Analyst briefing
Outlook for Platinum Group Metals in the wake of sanctions and fragmented supplychains
  • Sanctions impact on Russian raw materials supply
  • Analysis of the near term supply risks and demand drivers for Platinum Group Metals. The slowly recovering demand outlook from an autocatalyst indutry in transition is examined

Suki Cooper, Precious Metals Analyst, Standard Chartered

Mining CEO presentations
11:40
Ralph Rushton, President CEO & Director, Aftermath Silver
11:50
Nana Sangmuah, President CEO & Director, Roscan Gold
12:00
Siobhan Lancaster, MD, 92 Energy
12:10
Max Porterfield, President & CEO, Callinex Mines
12:20
Richard Taylor, CEO & Director, SensOre
12:30
Nicole Galloway-Warland, MD, Thor Mining
12:40
Mark Learmonth, CFO, Caledonia Mining
12:50
Simon Retter, CFO, Horizonte Minerals
13:00
Lunch and networking
Mining CEO presentations
14:00
Kerry Knoll, Executive Chairman, Generation Mining
14:10
Champion Iron
14:20
Stewart Harshaw, President & CEO, Nickel Creek Platinum
14:30
Michael Williams, President CEO & Director Vendetta Mining
14:40
Kimberly Ann, CEO & Founder, Lahontan Gold
14:50
Mario Stifano, CEO, Galantas Gold Corp
15:00
Steve Roebuck, President & CEO, Avidian Gold
15:10
Precious metals investor panel
Investment strategies for a staggered post-pandemic recovery
  • Discuss the impacts of Russia / Ukraine on precious metals and possible knock on to mining equities
  • Where is global finance heading given the inflation problem, limited Fed options, sovereign debt and the rise of digital and cryptographic currencies
  • Aside from attractive fundamentals where is value creation within this space?
  • Is a lack of growth potential inhibiting investor confidence in the sector? What do shareholders want from companies - dividends, reducing costs, investing in exploration or acquisitions?
  • M&A outlook – is consolidation a natural course for the junior tier now?

Panellists include:
Chris Mancini, Portfolio Manager, Gabelli Funds
James Steel, Analyst, Precious Metals, HSBC

Mining CEO presentations
15:50
Ellie Owens, President, E2Gold
16:00
Alexander Langer, President & CEO, Sierra Madre Gold and Silver
16:10
Shaun Heinrichs, President & CEO, 1911 Gold
16:20
Chris Jordaan, President & CEO, Superior Gold
16:30
Brett Richards, CEO, Gold Resource
16:40
Dan Wilton, CEO & Director, First Mining Gold
16:50
Roger Rosmus, CEO & Founder, Goliath Resources
17:00
Stephen Hughes, VP Exploration, C3 Metals
17:10
Stephen Stewart, CEO & Director, QC Copper
17:20
121 Mining Investment networking drinks

Join us for drinks, lite food and music in the venue’s generous networking space to refresh and relax