THE MINING JOURNAL 30 CONFERENCE

Industry leaders through keynote speeches, panel discussions and fire-side chats will provide the macro-economic, commodity and geo-political contexts that are an essential part of any investment decision as part of the two day content programme. The Mining Journal 30 will deliver the powerful combination of the macro context with detailed mining company presentations to enable properly considered investment decisions. We will preface our commodity-focused company presentation sessions with in-depth, expert insight into the specific commodity markets.

Presentations and content will be recorded for use on mining-journal.com, enabling delivery of the event experience to our global audience via accessible media formats to ensure global reach.

 

Key speakers

 

  • Rick Rule

    Rick Rule
    CEO
    Sprott Global Holdings

  • Tom Albanese

    Tom Albanese
    former CEO
    Rio Tinto, Vedanta

  • Tom Kendall

    Tom Kendall
    Head of Precious Metals Sales
    ICBC Standard Bank

  • Gianni Kovacevic

    Gianni Kovacevic
    CEO
    Copperbank Corp

 

Day 1 Programme - 26 June 2018

 

08:45

Chairman’s Welcome

09:00

Keynote Address Macro Economics and Mining

Momentum of stock prices continues to be strong in the metals & mining segment, outpacing all other industries globally. The price of metals is increasing and the trend is set to continue for the year ahead. What does this mean for the wider economic outlook, and specifically exploration, and those investing in it?

Jayant Bhandari, Senior Analyst, Anarcho Capital

09:20

Keynote Presentation – Geopolitics and Mining

Here we explore the current geopolitical setting and how this is impacting projects. What is ‘safe’? How are global developments impacting on the mining industry as a whole?

Daniel Litvin, Founder and Managing Director, Critical Resource

09:40

Investor Insight – How is the current market impacting investors decisions

Using this macro and geopolitical context in mind, we discover: what ‘quality’ looks like in a project? When is the best time to invest in new projects? How are companies funding projects in ways to keep equity investors happy? Who do investors like – project generators or project developers?

Rick Rule, President and CEO, Sprott U.S. Holdings
Interviewed By: Chris Hinde, Director, Metals & Mining Reports, S&P Global Market Intelligence

10:25

Fireside Chat: Discovery time

Global non-ferrous mineral exploration spending hit new heights in 2012, but fell into a steep decline thereafter. Longer-term, many minerals have not been the focus of sustained exploration spending, contributing to declining discovery rates and reduced vitality in the sector – which is a big driver of investment sentiment.

  • What does the outlook for mineral exploration spending currently look like, and what ramifications are there for commodity and equity markets?
  • What’s happening to discovery costs?
  • Are there reliable ways to predict future spending, and discovery levels?
  • What does a ‘sustainable’ rate of gold, copper, lithium and other commodity exploration expenditure look like?

Richard Morrow, Equity Partner, Baillieu Holst & Chairman, Melbourne Mining Club

 

11:10

Coffee Break

 

Covering more ground

We preface our commodity-focused company presentation sessions with an indepth, expert look at regional political and regulatory, infrastructure and service settings, and provide the latest critical insight into commodity markets.

This means each presenter can zero in on their projects and investment case, increasing the event focus on projects, strategies and management, and creating more value for the investor-led audience.

As the global leader in mining investment news and information, Aspermont, publisher of MiningNews.net and Mining Journal, has unrivalled access to the latest regional and commodity insights with which to set the scene for these sessions.

11:35

Outlook for Gold

With many of the conditions that aided last year’s gold rally still in force, there is a belief that this gold bull market is sustainable. In this scene setting presentation, we analyse the trends, outlook and challenges for gold and gold equities in a fast-changing financial and investment space.

Tom Kendall, Head of Precious Metals Sales, ICBC Standard Bank

11:55

Presentation 1

Why China is still the copper key

Colin Hamilton, Managing Director, Commodities Research, BMO Capital Markets

12:10

Presentation 2 – Cardinal Resources

12:25

Presentation 3

The new normal – how royalties and innovative debt and equity financings are changing the investment landscape

Michael Barton, Portfolio Manager, Orion

12:40

Presentation 4

12:55

Presentation 5

 

13:10

Lunch

 

14:10

Outlook for Copper

Rising prices made copper one of the best performing commodities of 2017 and many think the best is to come for the red metal in 2018 and beyond. We examine the reasons, and look at the districts most likely to produce new-generation copper mines and exiting exploration news.

Gianni Kovacevic, Chief Executive Officer, Copperbank Corporation

14:30

Presentation 6 – Trilogy Metals

Africa the place to be: Why West Africa gold-sector lustre has been restored

14:45

Presentation 7 – Metals X

15:00

Presentation 8

Electric Vehicle and energy storage revolution set to drive copper to new highs?

Paul Gait, Senior Research Analyst, European Metals & Mining, Bernstein Research

15:15

Presentation 9

15:30

Presentation 10

 

15:45

Coffee Break

 

16:10

Outlook for Lithium

The outlook for lithium ion battery (LiB) demand, lithium prices, substitution prospects, and the potential for new supply to swamp the market – eventually – were among the mining investment talking points of 2017. The discussion is only getting louder. Here we analyse key market trends, current and future prices, and Australia’s expanding production sector, including what’s in the downstream processing pipeline.

16:30

Presentation 11

Panel Talk
Securing the future: Vital trends in exploration and development

16:45

Presentation 12

17:00

Presentation 13

17:15

Presentation 14

Greenfield versus brownfield
Where investors can find the most value

Charles Gibson, Director, Sector Head Mining, Edison Group

17:30

Presentation 15

17:45

Chairman’s Closing Remarks

 

18:00

Drinks Reception

 

Day 2 Programme - 27 June 2018

 

09:00

Chairman’s Welcome

09:10

Keynote Address – From gold to crypto-currencies - speculating on the future of money

09:40

Keynote Panel
The good, the bad and the ugly

Quality projects, and news flow, drive junior mining company stock values. But from an investor’s perspective, good management teams can make the biggest difference between owning a stake in a company trading at a premium to its peers, and one struggling for recognition. Strong management ensures companies survive the bad times, but also rise to the top in good times. What exactly constitutes sound management these days? Who are the names people look up to, and why?

In this Keynote Panel, we bring together some of the globe’s most successful mining investors to give some tips on what to look out for when assessing a mining company management team.

10:25

Outlook for Cobalt

Cobalt broke free of the battery metals ‘pack’ in 2017 to forge its own identity as a commodity to watch in its own right. What’s changed for cobalt? Why should investors look for market leverage via so-called pure cobalt explorers and developers? What is the outlook for demand and pricing? And why will the Democratic Republic of Congo (DRC) figure in most future market scenarios as a complex picture continues to change?

Casper Rawles, Analyst, Benchmark Mineral Intelligence

10:45

Presentation 16

Investor outlook: Consolidation opportunities
What is the outlook for M&A in the mining space, and what key factors will drive activity in 2018-19?

11:00

Presentation 17

 

11:15

Coffee Break

 

11:45

Presentation 18

Mapping gold’s Hot Spots and Stocks: Latin America’s best district plays

12:00

Presentation 19

12:15

Presentation 20

 

12:30

Lunch

 

13:30

Outlook for Silver

Can silver turn the tables on gold and be the standout precious metal in 2018? While bulls continue to put forward a strong case for silver’s long-term attractiveness, the metal’s downward drift at the back-end of 2017 only increased market focus on its undervalued state. Are conditions right for a sustained strong pricing run for silver? What are the key factors at play?

13:50

Presentation 21

Activist investors: Help or hindrance?

14:05

Presentation 22

14:20

Presentation 23

Panel discussion: Exploration funding dilemma
Which funding model are investors latching onto, and why

John Robertson, Chief Investment Strategist, Portfolio Direct

14:35

Presentation 24

14:50

Presentation 25

 

15:05

Coffee Break

 

15:30

Outlook for Zinc

Zinc markets have tightened and the outlook for one of the ‘fickle’ metals has strengthened. But as always with zinc, the question is, how long is it going to last? Here we closely examine the bull and bear(ish) cases, and look at why Australian investors have so far, by and large, failed to jump on the new zinc bandwagon. There are exceptions, as always, and to close we have an enthralling session on the projects and equities set to take investors on what could be one of the journeys of 2018-19.

15:50

Presentation 26

Tomorrow’s majors
What will they be producing, how much, and why?

16:05

Presentation 27

16:20

Presentation 28

The investment case for technology
Risky or rewarding? Technology could make a material difference to an explorer, or developer’s success, or help them fail faster.

John Meyer, Partner, SP Angel

16:35

Presentation 29

16:50

Presentation 30

17:05

Closing Keynote – Reflections on the market

In this closing Keynote, we hear thoughts and Reflections on the projects over the past couple of days, common themes, and the overall indication of the trends affecting E&D investment.

Tom Albanese, Former CEO, Rio Tinto, Vedanta

 

17:30

Drinks Reception