Conference Day Three

 

Thursday 22 March 2012 – Mines and Money

 

08:00      Registration and morning coffee

08:45      Chairman’s opening remarks and business card exchange

 

India and China: Outbound investment to supply Asia’s key growth markets

09:00      India keynote:Mining investment to feed India and Asia’s natural resource requirements

• Examining India’s growing role as a major investor in mining projects
• Assessing demand in India for natural resources and future needs
• Exploring the rationale behind GVK’s acquisition of Hancock Coal
• Development plans to take advantage of demand for coal in Asia’s other key markets

Paul Mulder, Managing Director & CEO, Hancock Coal

 

09:20      Economic keynote: China – Growth outlook and implications for the mining industry

• Hard or soft landing? Assessing the facts and exploding the myths
• Examining future demand for key commodities: Iron ore, copper and coal
• Exploring the growth of a consumer-led economy in China
• Why are there such wide-ranging views on China’s outlook?

Jing Ulrich, Managing Director and Chairman Global Markets, China, JP MORGAN

09:40      CDB International: Leveraging China Development Bank’s resources to support                  outbound investment

• Background to the launch of CDB International: Aims and competitive advantages
• Leveraging CDB’s broad client base to optimise outbound investment opportunities
• Market outlook: Where are the opportunities?
• How best to react to these opportunities to achieve the optimum result
  Lei Mu, Executive Director, China Development Bank International

09:55      Panel discussion: Chinese outbound investment: Meeting China’s demand for resources

• Supply and demand trends: Which commodities are in greatest demand
• Exploring plans for ongoing Chinese outbound investment in the 12^th Five Year Plan
• Which regions are of most interest to Chinese investors and why?
• Exploring the criteria for making an outbound investment: Deal size and stage of development
• Country and project risk: Typical challenges and how these can be managed when making an investment

Moderator:

Kobus van der Wath, Founder & Group Managing Director, The Beijing Axis

Panellists include:

Liliang Teng, Chief Marketing Officer & Managing Director, Southern Africa Investment Department, China-Africa Development Fund

Charlie Tian, CEO, CITIC Dameng Holdings  

Guoping Chen, Head of Mining Business, Fosun Group

Hong Mao, Director of Finance Department, China Nonferrous Metal Mining

 

10:30      Mining company spotlights

 

Investor Strategies and capital markets update

11:40      Strategies for picking a winning gold mining stock

• Valuation across the lifecycle of a junior mining stock
• Key success factors for a gold project
• Understanding key political and project risks and impact on valuation

Warwick Grigor, Executive Chairman, Canaccord BGF

 

12:00      Investing in Australia to gain exposure to great assets globally

• Exploring ASX-listed investment opportunities across Africa, Asia, Europe and the Americas
• How does the ASX compare with other bourses in terms of numbers of international mining projects listed
• Case studies of Australian companies successfully investing overseas and being taken over once projects mature
• Assessing growth potential and M&A trends among ASX-listed mining firm

Alex Passmore, Director & Head of Research, Patersons Securities

 

 

Emerging market mining and investment

13:50      Mongolia: Tavan Tolgoi update and progress report

• Update on the development of  Mongolia’s world-class coal project
• Transport infrastructure to enable TT to achieve its full potential
• Update on TT’s IPO plans
• What the success of the TT and OT investment agreements mean for the development of mining in Mongolia

Graeme Hancock, Chief Operating Officer, Erdenes Tavan Tolgoi

 

14:20     Mining company spotlights

 

15:30      Indonesia: Key deals, opportunities and emerging growth trends in the Indonesian mining sector

• Regulatory update on the application of new mining law
• Challenges for funding and developing new exploration projects in Indonesia
• A guide to political and project risk in Indonesia
• Key success factors for a foreign mining investor in Indonesia

Karsten Fuelster, Senior Investment Officer, International Finance Corporation

 

15:40      South America: Why Chile, Peru, Argentina and Brazil etc. are becoming hot destinations for Asian mining investment

• Exploring the drivers behind Chinese and Asian investment into South American mining
• Overview of South America’s key mineral resources and investment environment
• Why have certain transactions failed between China and Latin America?
• Thoughts on how to maximize success in closing a transaction between China and Latin America

Erik Bethel, Managing Partner, SinoLatin Capital  

 

16:10      Case studies: What to look for in a mining development project in South America

• Regulatory and business environment for mining investment across South America
• Investment case studies: Key lessons for investors

Jesse Irving Seligman, Partner, The RBS Investment Group

 

 

Resource nationalism and mining investment

17:30      Panel discussion: Resource nationalism: Exploring trends and assessing impact on the industry

• Resource nationalism: Friend or foe?
• Drivers behind the rise of resource nationalism in mining’s key producing regions
• Impact on valuations and project profitability
• How mining companies and governments should work together to create a mutually beneficial outcome

Panellists include:

Masa Igata, CEO, Frontier Securities

18:10      Close

19:00    Asia Mining Awards and Gala Dinner