Conference Day Two

Wednesday 21st March 2012 – Mines and Money

 

08:00      Registration and morning coffee

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

Julie Crust, Editor, Mining Journal

 

09:00      Keynote presentation: Key success factors for a mining project in a time of market volatility

• Perspectives on the market climate and implications for the industry
• Right project, right place, right team: Building blocks for success
• Resource nationalism: Engaging with local partners to create a win-win

Robert Friedland, Executive Chairman, Ivanhoe Mines

 

09:30      Keynote presentation: Opportunities for growth in a time of market uncertainty – Perspectives of an entrepreneurial mining major

• Views on the market outlook: Where’s the demand for mined resources
• Growth strategies: Drill bit vs M&A
• Funding, infrastructure, skills and equipment shortages: Challenges and opportunities in an expanding mining sector

Donald Lindsay, CEO, Teck Resources

 

10:00      Keynote presentation: Developing a world-class mining business to supply the global steel industry

• Outlook for global steel and implications for iron ore and coking coal demand
• Drivers behind the development of ArcelorMittal’s mining business
• Update on ArcelorMittal’s global acquisition and project development strategy
• Key success factors for developing a world-class bulk commodities mining business

Peter Kukielski, Head of Mining, Arcelor Mittal

 

10:30      Keynote presentation: Iron ore market outlook and strategies for growth

• China, India, Japan, Korea: Examining the status of Asia’s major steel markets
• Iron ore pricing mechanisms and the impact on profitability of a mining project
• Project development challenges and key success factors for growth
• FMGL’s growth strategy: People, infrastructure, global partnerships

Nev Power, CEO, Fortescue Metals Group

               

Markets and mining finance

12:10      Market uncertainty and changing landscapes in global mining

• How the powerhouses are weathering the current market conditions
• Impact on the landscape of the mining industry: Winners and losers
• Impact on M&A volumes: Trends, opportunities and threats

Will Rathvon, Global Head of Natural Resources, ANZ

 

12:30      Private equity: Trends in PE funding for mining projects

• Funding options for the mining entrepreneur: PE, IPO/reverse merger into cash shell or earn-in from strategic or offtaker
• Why is there a scarcity of private risk capital for the junior mining industry
• PE sponsorship models: Case studies from Africa and Brazil
• How to attract and unlock private risk capital

Bert Koth, Director, Denham Capital

 

12:50      IPO trends and capital raising strategies

• Impact of market volatility on investor appetite for IPOs and availability of capital
• How best to time an IPO
• Where to list? Assessing the growing list of options
• Lessons from recent mining listings

Tim Goldsmith, Partner, Global Mining Leader, PwC

 

13:10      Due diligence: What investors should look for in a potential mining investment

• Understanding the key steps in mining investment due diligence
• Reading technical reports: Key points to consider
• What makes for a good mining project management team?
• Understanding when to invest in the lifecycle of a mining project

Andrew Vigar, Director, Mining Associates

 

13:30      Listing on the Hong Kong Exchange: Trends and opportunities

• Assessing Hong Kong investor appetite for mining IPOs
• Why should you consider HKEx
• Case studies from natural resource listings in 2011-2012

Lawrence Fok, Chief Marketing Officer, Hong Kong Exchanges and Clearing

13:40      Preparing for an IPO: Strategies for a successful listin

• Preparing for an IPO: Strategies for a successful listing
• Why Hong Kong remains one of the few relatively bright spots for mining companies to list
• Key reasons to select Hong Kong as a listing venue
• Do’s and don’ts to cut costs and save time in the listing process

David Richardson, Partner, Dorsey & Whitney
Terry Krepiakevich, Director & Senior Advisor, SouthGobi Resources 

 

 

 

15:00      Mining commodities market overview: Where to invest in 2012 and beyond

• Minerals sector multi-commodity outlooks: Where are the next market hot-spots – by commodity and by geography?
• Views on medium to long term trends for bulk commodities and base, precious and boutique metals
• What do current commodities prices mean for valuations and M&A opportunities
• Where are the greatest value opportunities in a time of bearish market sentiment

Dr Allan Trench, Regional Director, Australasia, CRU Strategies & Professor, University of Western Australia

 

15:20      Supplying China: Examining the role of China in global steel feedstock markets

• Assessing demand from Chinese smelters for steel raw materials: Met coal, iron ore, specialty ores
• Geographical supply point trends: Where are materials being sourced?
• Strategies for importing raw materials to China: Maximising profitability
• Noble’s strategy as a supply chain manager in the global steel feedstock market

Neil Dhar, Executive Vice President, Energy Coal & Carbon Complex, Noble Group 

 

15:40      Meeting China’s iron ore demand: African opportunities in the race for resources

• Assessing Africa’s role in China’s iron ore supply strategy
• The rise of Africa as the next major iron ore province – project updates
• Opportunities vs risks – Implications for the iron ore mining investor

Charles A Fear, Executive Chairman, Argonaut Limited

 

 

17:20      Investor roundtable: Investor perspectives on opportunity and risk in the mining market in 2012

• Assessing investor confidence in the mining sector
• Strategies for managing market volatility
• How can junior mining companies make themselves more attractive to the institutional investor?
• Which commodities are gaining the attention of the investor community?
• Appetite for frontier and emerging market mining projects in the current economic climate
• “Be buying when they are crying” – Identifying value opportunities in the mining sector

Moderator:
Patrick Loftus-Hills, Managing Director, Metals and Mining, Moelis & Company

Panelists include:

• Andrew Ferguson, CEO & Executive Director, APAC Resources
• Lei Mu, Executive Director, China Development Bank International
• Bert Koth, Director, Denham Capital
• Alex Williams, Director, First Reserve   
• Frank Holmes, CEO and Chief Investment Officer, US Global Investors

 

18:00      Close and networking cocktail party