The Opportunity in Precious Metals Equities for Generalist and Specialist Portfolios
How to look at exposure to gold and silver equities at a time of prolonged inflation
Impacts of Jackson Hole - How conflicted is the FED over receission and inflation? What is the strong dollar and inflation doing to GDX-J and how will the sector look towards the end of this year?
Having called the inflation tsunami early last year how long does the panel of experts believe high rates will play out?
Is the next silver squeeze coming? Fundamental supply and demand outlook for silver
What does Gold Silver ratio say about mining equities?
M&A outlook for miners versus new discovery breakthrough
Dissecting the relatively small pool of precious metals at developer stage - what is attracting large institutions and pension funds back to equities?
Are sanctions and increasingly politicized supply chains impacting precious metals supply and demand?
Panellists:
Chris Mancini, Portfolio Manager, Gabelli Funds
Matt Geiger, MD, MJG Capital
Peter Krauth, Editor, Silver Stock Investor
Dan Oliver, Managing Partner, Myrmikan Capital Assay
09:50
Morning coffee break
10:00
Exploration Investment Panel
Financing a New Era of Exploration to Sustain the Energy Transition
How are Copper and Nickel exploration projects more vital than ever?
What are major miners interested in now? What forms of alternative finance are available and to which projects?
The team or the asset: as the pool of quality exploitation assets is relatively small where are the interesting projects coming online?
Should industry be concerned about price mitigation from inflation and China’s lockdown-driven demand destruction? Or is this a time for exploration to thrive on long term fundamentals?
Thoughts on the Inflation Reduction bill – a) why is copper not on the US critical minerals list? b) investment into non-Indonesian Nickel mines c) developing localised smelting capacity outside of China
Panellists:
Sonia Scarselli, Vice President, BHP Xplor Program Alex Tsukernik, CEO, Nova Royalty Dan Jauncey, Executive Director, Austral Resources
11:00
Assay TV Interview
Marcel Robillard, Director & CEO, Puma Exploration
11:30
Assay TV Interview
Alberto Morales, Executive Chairman & Founder, Andean Precious Metals
12:00
Assay TV Interview
TBC
12:30
Assay TV Interview
John Proust, CEO, Japan Gold
13:00
Lunch and Networking
14:00
Assay TV Interview
Sonia Scarselli, Vice President, BHP Xplor
14:30
Assay TV Interview
TBC
15:00
Assay TV Interview
TBC
16:00
Official Closing Drinks at Connolly’s Pub and Restaurant 121, West 45th Street
19:00
End of 121 New York, See You in London in November