Conference Day 1

Registration and morning coffee

Welcome and business card exchange – David Nizol, CEO, Aspermont UK & Leo Stemp , Conference Director, Mines and Money

Investment keynote: Outlook for mining investment: Identifying catalysts for recovery and growth

• Where next for the markets? Macro-economic drivers and outlook
• Examining the “good” forces driving global commodities demand and prices in the long term: Population growth, urbanisation, industrialisation, historical supply constraints
• Exploring why mining stocks have been underperforming and what investors can do about it: The benefits of a contrarian approach to mining investment
• Which commodities and project types are most attractive?

Evy Hambro
Managing Director, Joint Chief Investment
Officer Natural Resources Equity Team
BlackRock

Catherine Raw
Director, Portfolio Manager
BlackRock World Mining Fund

• Mining cost trends and market economics: Challenges and opportunities for the mining developer
• Impact of the funding squeeze on the success of new exploration projects and implications for future commodities supply and the shape of the industry
• Exploring innovative funding models for exploration projects
• Assessing growth options for mining companies: Exploration vs. acquisition

Rob McEwen, Executive Chairman, McEwen Mining

Turning major discoveries into world-class mines: Key factors for success

Robert Friedland, Executive Chairman & Founder, Ivanplats Limited Capital Corporation

Company Spotlight Presentations

10:30  Brian Wesson, President and CEO, Woulfe Mining
10:40  Alex Black, President and CEO, Rio Alto Mining
10:50  Ralph Rushton, President, Gold Group
11:00  Karl-Axel Waplan, President and CEO, Northland Resources 
11:10  Marcus Engelbrecht, Managing Director and Chief Executive, Archipelago Resources
11:20  Patrick F. N. Anderson, CEO, Dalradian Resources

David Glennie
Office Managing Partner, London
Blakes Cassels and Graydon

Financing options and strategies for the mine developer
•    Where are mining developers finding the cash to develop their projects in 2012?
•    Examining the capacity of debt and equities markets, bonds, metal streaming and royalty finance to meet the capital raising needs of the market
•    Strategies for mining companies to gain greater access to funding
•    What the current financing environment means for the future shape of the industry and the mining investment market

Mark Tyler, Joint-head of Mining and Resources, Nedbank Capital

The state of mining finance: Debt financing options for mine developers

• Are banks lending and what structures are available?
• Examining trends in project finance and alternatives including prepayments and streaming
• Access to debt capital markets for junior miners
• What mining companies can do to attract debt financing

Vaughan Wickins
Executive: Mining & Metals Coverage
Standard Bank

IPOs: Identifying capital raising opportunities across global stock markets

• IPO trends following a challenging year in 2012
• Investor appetite for mining IPOs
• Chasing liquidity: Which markets hold the greatest potential for mining IPOs in 2013?
• Strategies to streamline the costs of an IPO and maximise investor participation

Jason Burkitt
Partner, UK Mining Leader
PwC

Investor roundtable: Identifying long-term growth opportunities as the mining industry adjusts to the new market conditions

• Investor appetite for mining stocks in 2012/3
• Identifying the winners and losers in an increasingly selective capital raising
environment
• To what extent are tougher market conditions creating a leaner more efficient mining industry?
• What investors are looking for in potential investment target
• Which commodities, regions and types of project are gaining the attention of the investor community?

Moderator: Chris Baker, Investment Manager, Caledonia

Panelists include:

Marcel De Groot
Founder and President
Pathway Capital

Clive Burstow
Director – Global Resources
Baring Asset Management

John Meyer
Partner, Head of Resources Companies
SP Angel

Steven Poulton
Chief Executive,
Altus

Company Spotlight Presentations

13:00    Ron Cunneen, Group Head of Exploration, EMED Mining
13:10    Ben James, Managing Director, Baobab Resources
13:20    Luis da Silva, CEO, Afferro Mining
13:30    Peter Spiers, Managing Director, Orbis Gold
13:40    Mark Thompson, Managing Director, Talga Gold
13:50    John W Greenslade, President, CEO & Director, Catalyst Copper

Strategies for identifying growth opportunities and avoiding risks in the junior mining sector

• Cutting through the hype – Identifying quality exploration and development projects
• Valuations of juniors and market timing
• Strategies to take advantage of the growth in mining M&A deals
• Commodities and regions of interest now and in the future

Lawrence Roulston
Editor
Resource Opportunities
& CIS
Metallica Development Fund

What does the next generation of opportunities look like?”

•    Impact of strong resource nationalism on industry growth
•    Impact of rising costs, project delays and strong acquisition competition
•    How future demand trends will shape the industry: Short-term weakness and anticipated long-term strong demand growth
•    What new opportunities will these trends create at all stages of mine development?

Michael Chender
Founder & CEO
SNL Metals Economics Group

Company Spotlight Presentations

14:40    Alan J Eggers, Executive Chairman, Manhattan Corporation
14:50    Tim Coughlin, President & CEO, Lydian International
15:00    George Read, Senior VP Exploration & Development, Shore Gold
15:10    Bob Foster, CEO, Stratex Exploration
15:20    Paul Poli, Chairman & CEO, Matsa Resources  

Base metals market analysis and investment climate: Outlook from aluminium to zinc

• Demand trends and price forecasts for the key base metals
• Where are the new copper and base metals projects and where will there be shortfalls?
• Examining rumours of stockpiling and speculation in the copper market
• Base metals investment strategies in time of price volatility

Philip Newman
CEO
CRU Strategies

Outlook for bulk commodities: Identifying growth opportunities in a challenging market    
•    Assessing the state of the markets for bulk commodities – Where’s the demand?      
•    Price trends for iron ore, coals and bauxite     
•    Examining cost inflation drivers and impact on project feasibility
•    Key success factors to look for in a bulk commodity mining investment     

Shaun Browne
Chairman
AME Group

Company spotlight presentations

16:00     John Welborn, Managing Director & CEO, Equatorial Resources
16:10     Guinea Iron Ore
16:20     Chris’ Gilchrist, Director, South Boulder Mines
16:30     Rod Webster, CEO, Weatherly International
16:40     Peter Blight, CEO, Stellar Resources
16:50     Wayne Mitchell, Executive Chairman, Orpheus Energy
17:00     Thomas Scott-Morey, Power Development Manager, African Energy Resources

Graphite: Market hype or real investment opportunity?

• Demand drivers: Examining the size and state of markets for graphite
• Supply-side: Where are the key graphite opportunities and what should investors look for?
• Still time to invest or bubble about to burst?

Chris Berry
Founder
House Mountain Partners
Co-Author Morning Notes

Analysts roundtable: Where next for mining commodities? Finding price strength in a volatile market

• Examining key global metals and energy demand and price drivers
• Where are we in the commodities cycle? End of the bull-run or just a dip in a longer upward trend
• Are there any “dark horse” commodities that investors should consider
• Spotting commodities on the rise – Where will the smart money be going in 2013?

Moderator: Rod Whyte, Principal, Whyte & Associates

Panelists include:

Philip Newman
CEO
CRU Strategies

Stephen Briggs
Senior Metals Strategist
BNP Paribas    

Chris Berry
Founder
House Mountain Partners
Co-Author, Morning Notes

Li Yusheng
Senior Analyst
Beijing Antaike Information Development