18-22 March 2013
Hong Kong Convention
and Exhibition Centre
Conference Day Two 2013
| Tuesday 19 March 2013 – Mines and Money Hong Kong 2013 – Gold and Precious Metals Day | |
| 08:00 | Registration and morning coffee |
| 08:45 | Chairman’s opening remarks and business card exchange |
| 09:00 | Risk: It’s Not Just a Board Game
Grant Williams, Portfolio Manager, Vulpes Investment Management |
| 09:30 | Strategies for building a successful mining stock portfolio • Why have mining stocks underperformed the physical gold price? • What are the catalysts which would allow stock prices to catch up • Identifying projects poised to benefit from rising gold prices • Beyond gold: Benefits of diversification – Copper, energy, specialty metals • Key success factors to look for in a potential mining investment Mickey Fulp, The Mercenary Geologist |
| Mining company spotlights | |
| 10:00 | Jason Reid, President, Gold Resource Corp |
| 10:10 | TBC |
| 10:20 | Gordon Murray, Business Development Manager, Gold Road Resources |
| 10:30 | John Pearson, VP Investor Relations, Centerra Gold |
| 10:40 | LionGold Corp |
| 10:50 | Paul Stephen, Executive Director, Crusader Resources |
| 11:00 | Teo Dechev, CEO and President, Mundoro Capital |
| 11:10 | Peter Harold, Managing Director, Panoramic Resources |
| 11:20 | Yale Simpson, Executive Chairman, Exeter Resources |
| 11:30 | Gold mining cost and profitability: Fulfilling the potential of the gold mining sector at a time of record gold prices • Outlook for the gold price vs. cost of production • Examining the drivers behind CAPEX and OPEX inflation and mitigation strategies • From gold grade to management team – key catalysts for success in a gold mining project • Assessing the variations in cost, profitability and risk across different mining regions – implications for investors Dr. Alex Cowie, Author, Diggers and Drillers |
| Mining company spotlights | |
| 11:50 | Stephen Ross, Managing Director, Manas Resources |
| 12:00 | Justin Tremain, Managing Director, Renaissance Minerals |
| 12:10 | Pat Scott, Managing Director and CEO, Mungana |
| 12:20 | David Paxton, CEO, Vatukoula Gold |
| 12:30 | Jozsef Patarica, Managing Director and CEO, Bassari Resources |
| 12:40 | Paul Roberts, Managing Director, Predictive Discovery |
| 12:50 | Dr Shane Ebert, President and CEO, Gold Reach Resources |
| 13:00 | Lunch and networking |
| 13:40 | Silver: Strategies to take advantage of a bullish outlook for silver • Why silver is likely to outperform gold in 2013 • Examining key demand drivers for silver across bullion, jewellery and industrial uses • Impact of speculation and the paper silver market on the future price • Assessing the options for gaining exposure to silver’s price gains: Physical vs mining stocks Leo Chang, Founder and President, Prosperity Silver Bullion Coin Company |
| Mining company spotlights | |
| 14:00 | Mark Dugmore, Exploration Manager, Platina Resources |
| 14:10 | Black Mountain Resources |
| 14:20 | Peter Spiers, Managing Director, Orbis Gold |
| 14:30 | Tim Lehany, Managing Director and CEO, St Barbara |
| 14:40 | Bryan Dixon, Managing Director, Blackham Resources |
| 14:50 | Caledonia Mining |
| 15:00 | Dr Paul Kitto, Managing Director, Ampella Mining |
| 15:10 | Bear Creek Mining |
| 15:20 | Brett Lambert, Managing Director, Bullabulling Gold |
| 15:30 | Platinum group metals outlook and investment potential • Update on demand trends for PGMs – investment and industrial uses • Update on South Africa’s platinum producers – Impact of industrial action on global PGM supply and price • Russian PGM production outlook and implications for investment • Assessing promising PGM projects |
| Mining company spotlights | |
| 15:50 | Stornoway Diamonds |
| 16:00 | Dr Leon Daniels, Chairman, Pangolin Diamonds |
| 16:10 | Darren Holden, Managing Director, ABM Resources |
| 16:20 | Dr Rick Valenta, Managing Director, Chesser Resources |
| 16:30 | Ian Gordon, Managing Director, Ramelius Resources |
| 16:40 | Jon Price, Managing Director, Phoenix Gold |
| 16:50 | Arturo Préstamo Elizondo, President and CEO, Santacruz Silver Mining |
| 17:00 | Mark Parry, Managing Director, Rex Minerals |
| 17:10 | Q&A |
| 17:20 | Panel discussion: Understanding financial flows into the gold sector and the implication for the investor • Who is buying into the gold market, what are they buying and why? • Why are investors putting money into ETFs and gold royalty companies while seemingly reluctant to invest directly in the underlying mining assets • What do mining companies need to do to bring back the investors and spark a boom in gold mining stocks • Our panellists outlook for the gold price in 2013-14 and beyond Panelists include: Richard Karn, Author, The Emerging Trends Report John Ellis, Investment Manager, APAC Resources Marino G. Pieterse, Author, Goldletter International Chris Powell, Secretary/Treasurer, Gold Anti-Trust Action Committee |
| 18:00 | Close of Mines and Money Commodities Summit – Gold Day and networking drinks |
Follow Mines and Money Hong Kong:
Platinum Sponsors 2013
Gold Sponsors 2013
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