December 1-5, 2013
Business Design Centre
London

Conference Day 2

Mines & Money London 2012 Conference Programme Day 2

Wednesday 5 December

08:15 Morning coffee and networking
08:45 Chairman’s opening remarks Dr Mike Armitage, Chairman SRK Global
   
  Commodities focus – Precious metals
   
09:00 Gold mining keynote: Building a world-class gold mining business: Challenges and opportunities in today’s market environment  
•    Market outlook: Where next for gold mining stocks?
•    Costs and market economics: Strategies for keeping costs under control
•    Growth strategies: Exploration vs acquisition

Mark Bristow
CEO
Randgold Resources

09:25

Finance innovation Keynote: Creating growth opportunities with streaming finance models

• Guide to the streaming finance model
• Advantages of the streaming models for reducing rising cost base risks
• Benefits for the mining developer
• What we look for in a prospective investment project

Nolan Watson
President and CEO
Sandstorm Gold

09:50 Mining industry consolidation: M&A and capital raising trends
•    M&A trends in the sector and what this means going forward
•    Buy vs build: Exploring growth strategies for today’s market conditions
•    Capital allocation: How to get it right and the opportunity cost of poor decisions
Lee Downham, Global Lead Partner, Mining and Metals Advisory, Ernst and Young
   
 

Company Spotlight Presentations

10:10    Bradford A Mills, CEO and Director, Mandalay Resources
10:20   West African Minerals
10:30    Charles Barclay, Chief Strategy Officer, Besra Gold (formerly Olympus Pacific Minerals)
10:40    Campbell Baird, CEO, Focus Minerals
10:50    Justin Tremain, Managing Director, Renaissance Minerals
11.00    Vance Loeber, President Tydewell Consulting, Carlisle Goldfields
11:10    John Greeve, Managing Director, Mutiny Gold
11:20    Malcolm Norris, CEO & Managing Director, SolGold

   
  Capital raising – Strategies and pools of liquidity
   
11:30

Private equity: Leveraging the advantages of PE for funding the next-generation of projects

• Examining the state of funding markets for entrepreneurial mining ventures
• What advantages does the Private Equity approach offer the mining company and the investor?
• To list or stay private: Weighing up the pros and cons of going public in the current climate
• Comparing returns for the investor in current public capital markets to returns for the PE investor

Bert Koth
Director
Denham Capital

11:50

Panel discussion: Attracting capital to a mining project: Finding funding in a tightening market

• How can junior mining companies make themselves more attractive to the institutional investor?
• Strategies for a successful listing: Lessons from the tough IPO markets in 2012
• To what extent can PE fill the funding gap left by lacklustre equities markets
• What other sources of capital are available? ECAs, sovereign wealth funds etc.
• Exploring JV, off-take and M&A options to meet development funding requirements

Panelists include:

John Harrison
Executive Chairman, London
RFC Ambrian

Mark Reineking
Founder and Managing Director
Tempest Funds

John Carlesso
President
Cervello Capital

Jamie Strauss
Director
Strauss Partners

12:20 Raising capital in Toronto – Exploring the opportunities
•    Unique opportunities and vehicles in Toronto for junior exploration companies looking to raise capital and gain visibility
•    How a dual listing on TSX/TSXV can result in increased liquidity, access to capital and exposure
•    What a mining company should take into account when preparing to go public
Orlee Wertheim, Head, Business Development – Global Mining, Toronto Stock Exchange 
   
  Company spotlight presentations
12:30      Craig Mackay Director, Golden Rim Resources
12:40      Courtney Chamberlain, Executive Chairman, Minera
12:50      Professor Ian Plimer, Non-Executive Deputy Chairman, Kefi Minerals
13:00      Hamish Halliday, Managing Director, Venture Minerals
13:10      Terry Tew, COO, Black Mountain Black Mountain Resources
13:20      David Richards, Managing Director, Liontown Resources
13:30      John McConnell, President and CEO, Victoria Gold
   
 

M&A Focus

   Standardising global infrastructure in the mining space
13:40  Cameron Kirkwood, Director, Development & Market, Global Mining, Parsons Brinckerhoff
   
 

Company Spotlight Presentations

14:00    Ian Finch, Managing Director, IronClad Mining
14:10    Stephen J Turner, Executive Director, South American Ferro Metals
14:20    Greg Hawkins, Chairman of the Board & Interim CEO, Yellowhead Mining
14:30    Mikhail Damrin, CEO, Kopy Goldfields
14:40    Teo Dechev, CEO and Director, Mundoro Capital
14:50    Ben Kirkpatrick, Managing Director, Waratah Resources
15:00    Jeremy Read, Managing Director, Avalon Minerals

   
  Commodities focus
   
15:10

Copper market analysis and investment climate: Where are we in the cycle?

• Examining the forces driving the copper price
• Stockpiling and copper-collateralised lending in China – Examining the impact on prices and market risk
• Examining long-term copper demand and the impact of recent volatility on supply
• Outlook for the copper price in 2013

Li Yusheng
Chief Analyst
Beijing Antaike Information Development

   
 

Company Spotlight Presentations

15:30    Cesar Lopez, CEO & President, Seafield Resources
15:40    Jozsef Patarica, Managing Director & CEO, Bassari Resources
15:50    Mark Child, Chairman and CEO, Condor Gold
16:00    Andrew Cheatle, President, CEO & Director, Unigold Inc
16:10    John W Greenslade, President, CEO & Director, Catalyst Copper
16:20    Jurie Wessels, CEO, GoldStone Resources Ltd

   
  Emerging market mining opportunities – Risk and reward
   
16:30 Political risks to mining investments – a legal view
•    Resource nationalisation or expropriation? The new wave
•    Future risk areas
•    Preventative measures – Contractual terms
•    Role of ECA’s and political risk insurance
•    Bilateral Investment Treaties – Direct and indirect expropriation – Enforcement difficulties
•    The commercial/legal challenge: Fighting to stay in a country (in a regime) that doesn’t want you
Christopher Gooding
Partner
Fasken Martineau
16:50

Managing Fraud Risk in Mining
•    What fraud is and isn’t
•    Treating fraud as a business cost like any other
•    How much does fraud cost?
•    How quickly can the cost of fraud be reduced?
•    How maximising resilience to fraud can minimise fraud
•    How minimising fraud can maximise profitability
•    Case studies from Africa and Asia
Jim Gee, Director of Counter Fraud Services,PKF   
Chair of the Centre for Counter Fraud Studies at University of Portsmouth

17:10

Mining and development in Africa: Strategies to create a win-win for the investor and the local community

•    Examining the mining opportunities and challenges in some of Africa’s less developed countries
•    
Evaluating mining codes and political risk
•    
The importance of environmental and social engagement to mitigate country risk
•    
Case studies demonstrating the mutual benefits of this approach

Stephan Vermaak
Principal Investment Officer
Infrastructure and Natural Resources
Mining
International Finance Corporation

17:30 Close
   
18:45 Mines and Money London 2012 Gala Dinner and Outstanding Achievement Awards 2012

 

 
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Testimonials from Mines and Money London 2012

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