2009 Conference Day Two
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| 2009-Conference Day Two |
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08:30 Refreshments served
Day Two A.M Chair Allan Trench, Research Manager, CRU Australia
09:00 An analysis of predicted future mineral supply and demand against the backdrop of the worsening global economy • Reviewing current global financial market conditions and the implications for the mining sector • Assessing the potential for global stimulus packages to increase demand for commodities and boost prices • Updating major mineral commodity performances and outlook – understanding where the next run will come from Allan Trench, Research Manager, CRU Australia
• Detailing the difference between Islamic finance and non-Islamic/conventional finance • What is the likelihood of Islamic finance providing funds for international mining operations in Asia? • Exploring potential Islamic financing structures Deepak Kukean, Managing Director, Project & Export Finance, Standard Chartered Bank
09:40 Analysing how Asian demand for mineral resources will affect metal prices and the broader mining industry Alexander Molyneux, President, SouthGobi Energy Resources 10:25 Morning tea
10:55 The future of exploration in China • Discussing how China is gradually changing policy to increase its potential domestic resource base • Assessing the emergence of domestic state owned mining enterprises • Looking at recent developments from policy makers to develop grassroots exploration • What does this mean for juniors as well as majors who are interested in China? Andre Gauthier, Chairman, China International Mining Group
• Updating recent political and mining industry developments in the country • Assessing the medium-term growth potential of Mongolia’s minerals industry • Identifying favourable factors for development and potential constraints when considering mining activity in Mongolia Bolor Naranhuu, Policy Analyst, Mongolian National Mining Association
• Reviewing the history of mining in Mongolia • Comparing nationalism vs open economy in Mongolia • Lessons from the current economic recession • Revising legal grounds for sustainable investment environment and establishing regulations for dynamic economic reforms • Will Mongolia's economy benefit from the development of its mining industry? Nemekhbayar Sundui, Head of Mining Banking Department, Khan Bank of Mongolia 11:55 What are the implications of current mining policy, regulation and development in South East Asia? • Exploring the latest developments in Indonesian mining law and the implications for investment in the country's mining sector • Outlining mining policy developments, showcasing emerging investment opportunities and market progress in other parts of the region including Laos, Malaysia, Thailand, Vietnam and The Philippines • Enhancing trade and investment in the South East Asian mineral sector Benjamin Philip G. Romualdez, President, ASEAN Federation of Mining Associations 12:15 10 minute company presentations
12:45 LUNCH Day Two P.M Chair TBA
13:45 Examining the big picture outlook on the Chinese economy and the drivers affecting the global mining industry • Recognising China’s increasing importance in global metals markets • Demand side – examining the Chinese Government’s ‘stimulus’ package and the impact on the metals sector • Supply side – looking at Chinese costs of production and cutbacks impacting the market going forward • Price outlook for metals based on China scenarios – will we see a U, V, W or “drunken L” shape? John Johnson, CEO and Chief Representative, CRU China 14:05 In Search for the (near) perfect match - Chinese investments in and through Canada • Commenting on general M&A or investment in Canada's natural resources sector. • Reviewing the more significant investments made or attempted by Chinese enterprises in the North America. • Picking a number of these transactions to examine their key backgrounds (parties, assets, competing bidders, etc.) and discuss why they made great sense for the Chinese company. • Picking two to three recent transactions in Canada (by a Chinese enterprise or otherwise) and more deeply look at how they make additional sense to the investor (other than merely purchasing reserve). • Looking at where the trend might be and what Chinese enterprises might consider in future acquisitions. Robert Kwauk, Partner, Blake, Cassels & Graydon LLP PANEL DISCUSSION • To what extent will we see increased flexibility from previously cautious governments given that there are stranded investments that won’t get off the ground without investment from China? • Reviewing past transactions and future potential for Chinese investment in foreign resource companies • Capitalising on China’s dominance as a global developer and investor for mining infrastructure • Providing opportunities for partnership and mutual benefit through development of mining infrastructure Charlie Tian, Executive Vice President, Citic Resources Anthony Desir, Partner, Hong Kong, Strategic African Mineral Investment Funds Robert Kwauk, Partner, Blake, Cassels & Graydon LLP 15:05 Afternoon tea
• With the collapse in commodity prices in h2 2008, the dramatic retracement in the FTSE 100 Mining Sector valuations, and the credit crunch affecting debt finance and M&A activity, whole swathes of Juniors have seen their share prices experience the “90%” wipe-out similar to the “dot-com bubble burst”. The process of Valuing Junior Miners was a complex cocktail even in a period where the industry believed it had relative visibility of demand growth. Under current circumstances, it has become even more complex. This presentation will explore the current issues of valuing Junior Miners. Fiona Perrott-Humphrey, Director, AIM Mining Research Ltd PANEL DISCUSSION
• What should target companies be looking for in the deal? • Teaming up with companies that bring more than cash to the table • What are the longer term implications of the investment? • Linking Chinese smelters looking for offtake with international exploration and production companies David Lindh, Chairman, Centrex Metals Julia Zhu, Senior Business Manager, China Team, MinterEllison Lawyers 16:35 Closing remarks from the chair 16:45 Close of conference CONFERENCE DAY TWO - THURSDAY 4TH JUNE 2009 |
| Last Updated on Tuesday, 28 July 2009 08:43 |
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