Pre-conference Workshops
Monday 19 March 2012 – Pre-Conference Masterclasses
Mining in a Morning – a guide to mining industry fundamentals for non-mining professional – 09:00-12:30
Workshop leader: Dr Elena Clarici, Portfolio Manager, Scipion Mining & Resources Fund and Chairman, Association of Mining Analysts
AGENDA
| 08:00 | Registration and morning coffee |
| 09:00 | Introduction- Overview
- Industry schematic
|
| 09:30 | Geology- Formation of the Earth, rock types, basic structures
- Mineral groups, metals properties
- Geological processes
- Resource/reserve definitions
- Location of the world’s mineral wealth
|
| 10:10 | Refreshments |
| 10:30 | Mining - Surface mining methods
- Underground mining methods
- Equipment review
|
| 11.10 | Processing and Delivery- The main metallurgical processes, and the beneficiation of ore
- Metals transportation and warehousing, pricing mechanisms
|
| 11:30 | Economics - Supply, demand and costs
- Market structure
- The role of prices and substitution
|
| 12:10 | Q&A |
| 12:30 | Close |
Mining Investment Fundamentals Masterclass – 13.30 – 17.30

AGENDA
| 13:30 | Chairman’s opening remarks |
| 13:40 | How to invest in a mining project- Financing requirements and investment options throughout the lifecycle of a mining company
- Timing your investment: Guide to the key points where value is added from discovery to production
- Understanding key risks impacting exploration company investment
- Key success factors to look for in a potential investment
Lawrence Roulston, Editor, Resource Opportunities |
| 14:20 | Tapping into global opportunities in natural resources: A guide for HK investors- Understanding the global nature of the natural resources sector
- Guide to the differing roles of the world’s key listing markets for natural resources: ASX, TSX, LSE and HKEX
- Strategies to ensure due diligence and mitigate risk when investing in companies operating and listed overseas
- Lessons from case studies of HK investment into global resources companies
Christopher Justice, Managing Director, Quam (H.K.) |
| 15:00 | Refreshments and networking |
| 15:30 | Valuation: Understanding differing approaches and factors unique to mining projects- Challenges of measuring reserves and resources and impact on valuation
- Factoring project and country risk into valuations
- Pros and cons of differing valuation strategies
- Valuation case studies
Led by Roma Group |
| 16:10 | Guide to risk – What the mining investor needs to know- Understanding the full range of risks impacting a mining project
- Key risk factors to look for when considering an investment – How can risks be minimised
- Country risk – comparing and contrasting risk across key mining regions
- Risk transfer and insurance
John Holmes, SVP, Mining Practice Leader, Asia, Marsh |
| 16:50 | Panel discussion: Investment trends and investor strategies |
| 17:30 | Close |