Day 2

08:00 – Registration and morning coffee

08:50 – Welcome remarks and business card exchange

09:00 – Analyst Address:Outlook for Mining & Metals

• Current geopolitical climate from the US – how is this affecting financing of mineral extraction companies?
• Can streams and royalties be expected to continue to perform well in more positive market conditions?

Mining CEO Presentations

11:00 – Investor Roundtable: Strategies to capitalise on the next
phase of mining sector growth

• If global growth continues to fall quicker than expected, how confident are investors of management teams to genuinely deliver over the next 12 months?
• How can miners gain greater investor confidence through 2020 and beyond?

Mining CEO Presentations

13:00 – Networking Lunch

Mining CEO Presentations

15:30 – Precious Metals Panel: Is the reality of consilidation coming into play for gold miners?

• Discovery outlook – are there enough high grade and
economically recoverable deposits out there?
• Silver outlook – how is silver performing relative to its stock price?
• Appetitie for palladium – is the metal overbought?

Mining CEO Presentations

16:50 – Battery Metals Panel: A look across the value chain for battery
metals investing

• With new energy demands driving the mining industry, will enough supply come online to keep up?
• A look across the value chain for battery metals investing
• How mindful should investors be of the changing battery mix?

17:30 – Close of conference and farewell drinks

Thank you and see you again at 121 New York in June 2020!