Agenda day two
For day one agenda, click here
08:00
Registration and Morning Refreshments
08:50
Conference Opening
09:00
Investor Panel
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