17 October 2017
08:00 Registration and morning coffee
08:50 Conference opening
09:00“State of the market” fund manager interview
In a wide-ranging discussion on the outlook for the mining sector, this session will explore topics including the macro factors driving metals prices, commodity and investment preferences in 2017/18, how the majors are planning to replenish their resources and what opportunities this might create for junior mining companies and mining investors. Shanquan Li, Portfolio Manager, Oppenheimer Gold and Special Minerals Fund
Mining company CEO briefings
09:30MAG Silver George Paspalas, President & CEO, MAG Silver
09:40Central Asia Metals: An introduction Nick Clarke, Executive Chairman, Central Asia Metals
09:50SolGold: The Next Copper Giant Nick Mather, CEO, SolGold
10:00 Mining investment leaders’ panel: Seeking value and quality in the mining sector
•What recent IPOs and valuations tell us about the state of the mining investment cycle
•Exploration vs production, majors vs juniors, yield vs growth - Risk/reward appetite in today’s mining investment market
•Identifying undervalued sectors and opportunities for growth
•Cost management and value creation - How are mining company management teams performing?
Panellists include: Andrew Ferguson, CEO, APAC Resources
Willem Middelkoop, Founder & CIO, Commodity Discovery Fund Scott Marsh, Portfolio Manager, Hawke’s Point Capital Robert Adair, Director, International Equities, UOB Asset Management
Mining company CEO briefings
10:40Fission Uranium: Advancing the Award-Winning PLS Project Dev Randhawa, CEO & Chairman, Fission Uranium
10:50Victoria Gold: Building Canada’s Next Gold Mine John McConnell, President & CEO, Victoria Gold
11:00 Diamcor Mining: Strategic Alliance with Tiffany & Co. Dean H. Taylor, CEO & President, Diamcor Mining
11:10Trilogy Metals: Advancing the Ambler Mining District in
Alaska by Forming Strong Partnerships Rick Van Nieuwenhuyse, President & CEO, Trilogy Metals
11:20TNG Ltd: Developing Mount Peake Paul Burton, Managing Director, TNG Ltd
11:30 PE panel: Private Equity deal flow and outlook
• Update on PE deals in 2017 and dealflow outlook
• Finding value and quality in the mining space: Investment selection strategies and criteria
• Adding value to a mining project: PE best practice
Panellists include: Bert Koth, Managing Director, Denham Capital Tony Manini, Executive Director, EMR Capital Jasper Bertisen, Partner, Resource Capital Funds
Mining company CEO briefings
12:00Bushveld Minerals: Building one of the largest, lowest cost,
integrated vanadium platforms in the world Fortune Mojapelo, CEO, Bushveld Minerals
12:10Greenland Minerals and Energy: Greenland - Positioned to
become a major new rare earth supplier John Mair, Managing Director, Greenland Minerals and Energy
12:20 American Pacific Borate and Lithium Anthony Hall, Executive Director, American Pacific Borate and Lithium
12:30 Image Resources Patrick Mutz, CEO & Managing Director, Image Resources
12:40 Skyharbour Resources: High Grade Uranium in the Athabasca Basin Jordan Trimble, President & CEO, Skyharbour Resources
12:50Capital Metals Michael Frayne, CEO, Capital Metals
13:00 Lunch and networking
Mining company CEO briefings
14:00Blackham Resources: Australia Gold Producer with Exceptional
Growth Opportunity Bryan Dixon, Managing Director, Blackham Resources
14:10 Emerald Resources: Okvau DFS Delivers Ore Reserve of
907,000oz @ 2.0g/t Justin Tremain, Executive Director, Emerald Resources
14:20Auris Minerals Wade Evans, CEO, Auris Minerals
14:30 Alice Queen Andrew Buxton, Managing Director, Alice Queen
14:40 Artemis Resources: Conglomerate Gold and Cobalt/Gold and
Copper, Western Australia Edward Mead, Executive Director, Artemis Resources
14:50 Oklo Resources: Exploring Among the Golden Giants Simon Taylor, Managing Director, Oklo Resources
15:00 Investment strategies: Royalty and streaming pros and cons
•Structuring royalty and streaming deals - practical examples
•Benefits and challenges of royalty and streaming deals
•Common mistakes when structuring a royalty or streaming deal and how to generate the best result for investor and investee
Panellists include: Garry Stein, Managing Director and CEO, CAF Limited Thomas Puppendahl, Founder and Managing Director, Chancery Asset Management Kevin McElligott, Managing Director - Australia, Franco Nevada
Mining company CEO briefings
15:30 Emmerson Resources: Grade is King!!... Update on Production
and Exploration Bob Bills, Managing Director & CEO, Emmerson Resources
15:40Algold Resources Francois Auclair, President & CEO, Algold Resources
15:50Southern Gold Simon Mitchell, Managing Director, Southern Gold
16:00Triton Minerals Peter Canterbury, Managing Director, Triton Minerals
16:10Carbine Resources Tony James, Managing Director, Carbine Resources
16:20Metallica Minerals Simon Slesarewich, CEO, Metallica Minerals
16:30 Guest keynote: “The Tesla Revolution”
The founder and CIO of junior mining focused Commodity Discovery Fund, discusses the findings of his new book and explores the future of energy production and storage and its
impact on metals and minerals demand Willem Middelkoop, Founder & CIO, Commodity Discovery Fund
ARV Price at posting:
29.0¢ Sentiment: Buy Disclosure: Held
(20min delay)