Conference Day One
Tuesday 20 March 2012
Key Commodities Summit
08:00 Registration and morning coffee
08:45 Chairman’s opening remarks and business card exchange
Julie Crust, Editor, Mining Journal
08:50 Precious metals market analysis and outlook
- Price trends for gold and precious metals in an era of economic uncertainty
- From central banks to private investors? Who’s buying gold, how much and why?
- Physical gold, ETFs or mining stocks: Assessing the most profitable way to gain exposure to rising prices
- Exploring emerging gold projects: Strategies for picking a winning gold stock
Philip Klapwijk, Global Head of Metals Analytics, Thomson Reuters GFMS
09:10 Gold and precious metal company spotlights
09:10 Matthew Dorman, Caspiche Study Manager, Exeter Resources
09:20 Alex Black, President & COO, Rio Alto Mining
09:30 Gary Snow, Executive General Manager, Exploration and New Business, Intrepid Mines
09:40 Chris Start, Managing Director, Kingsrose Mining
09:50 Justin Tremain, Managing Director, Renaissance Minerals
10:00 Ian Lawrence, Managing Director, Cobar Consolidated
10:20 Guest Keynote: Fund manager’s perspectives on commodities and gold – Reasons to be cheerful
- Key macro-economic factors driving commodities prices in 2012-13
- What’s happening with China and India and what does this means for commodities and gold?
- Perspectives on the outlook for gold and silver
- Investment strategies to take advantage of the current market dynamics
Frank Holmes, CEO & Chief Investment Officer, US Global Investors
10:40 Gold and precious metal company spotlights
10:40 Bill Howard, President & CEO, Rye Patch Gold
10:50 Aaron Colleran, VP Business Development & Investor Relations, Evolution Mining
11:00 Clynton R Nauman, President & CEO, Alexco Resource
11:10 Malcolm Norris, CEO, Solomon Gold
11:20 Andre Labuschagne, Managing Director, Norton Goldfields
11:30 Nicholas Mather, Managing Director, DGR Global
11:40 John Lewins, Managing Director, Platinum Australia
11:50 Campbell Baird, CEO, Focus Minerals
12:00 Uranium market analysis and outlook
- Uranium market outlook one year on from Fukushima
- Beyond the headlines: Understanding the real figures underpinning the uranium market
- Which uranium companies and projects show the greatest growth potential?
Marino G Pieterse, Publisher and Editor, Uraniumletter International
12:20 Uranium mining company spotlights
12:20 Greg Cochran, Managing Director, Deep Yellow
12:30 John Simpson, Executive Chairman, Peninsula Energy
12:40 Greg Hall, Managing Director, Toro Energy
12:50 Alan Eggers, Executive Chairman, Manhattan Corporation
13:00 Lunch and networking
13:40 Copper and base metals market outlook and analysis
- Exploring demand drivers for copper – impact of global economic slowdown
- Stockpiling and speculation – exploring key market risks
- Exploring emerging major copper projects
- Strategies for investment success in a volatile copper market
Warren Gilman, Chairman & CEO, CEF Holdings
14:00 Copper and base metals company spotlights
14:00 Anthony Polglase, Managing Director, Avanco Resources
14:10 Christopher Dundas, Chairman & CEO, Duluth Metals
14:20 Kell Nielsen, Managing Director, Voyager Resources
14:30 Rimas Kairaitis, Director & CEO, YTC Resources
14:40 Abdullo Kurbanov, Director of Business Development, Kincora Copper
14:50 Michael Mulroney, Managing Director, Venturex Resources
15:00 David Southam, Executive Director, Western Areas Resources
15:10 Darren Holden, Managing Director, ABM Resources
15:20 Diamonds – Growth opportunities in mining’s rarest, yet high-demand, commodity
- Diamonds becoming rarer? Exploring weaknesses in the supply-side
- Looking east – Assessing key factors driving demand
- Which diamond mining companies are worth talking about?
Jamie Strauss, Partner, J & T Strauss Ltd
15:35 Diamond company spotlights
15:35 Patrick Evans, President & CEO, Mountain Province Diamonds
15:45 Johan Dippenaar, CEO, Petra Diamonds
15:55 Matt Manson, President & CEO, Stornoway Diamond
16:05 George Read, Senior Vice President of Exploration and Development, Shore Gold
16:15 Questions & discussions
16:20 Specialty and rare earths market outlook and analysis
- Update on key demand drivers for specialty metals and rare earths
- Resource nationalism and strategic interests – impact on the market
- Identifying key emerging REE and specialty metals projects
16:40 Speciality and rare earths company spotlights
16:40 Anthony Tse, Executive Director, Galaxy Resources
16:50 David Reed, Chairman, Reed Resources
17:00 George Bauk, Managing Director & CEO, Northern Minerals
17:10 Peter Toth, CEO, OM Holdings
17:20 Robert Sedgemore, President & CEO, Cuoro Resources & David Scott, President CEO,
17:20 Panel discussion: Analysts roundtable – key metals outlook and investment picks
- Where is the smart money being invested in 2012-13
- What is the impact of current global economic volatility on the outlook for mined commodities?
- Commodities vs mining stocks – Generating optimum performance in your portfolio
Panellists include:
Marino G. Pieterse, Publisher and Editor, Goldletter and Uraniumletter International
Lawrence Roulston, Editor, Resources Opportunities
Frank Holmes, CEO and Chief Investment Officer, US Global Investors
18:00 Close of Commodities Summit and networking drinks sponsored by Invest Hong Kong.
Platinum Sponsors
Gold Sponsors
Follow Mines and Money Hong Kong:
Mining Journal Breaking News
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