Conference Day Two

Day Two
Wednesday, December 7

Click here for Day One

09.00 Welcome: Chris Hinde, editorial director, Mining Journal

09.05 Keynote presentation: Modelling mining uncertainty
Professor Roussos Dimitrakopoulos, BHP Billiton – Canada Research Chair in
sustainable mineral resource development and optimization under uncertainty
Department of Mining and Materials Engineering, McGill University
•    Modelling the vagaries of the mining industry
•    Predicting risk and making adjustments
•    Design of the perfect operation

09.25 SESSION 4: Key Commodities
Chair: Glen Jones, executive director, Western Hemisphere, Intierra Resource Intelligence

09.40 Metal prices overview and commodity outlooks
Peter Ghilchik, multi-commodities manager, CRU
•    Analysing the minerals sector multi-commodity outlooks
•    Where are the best opportunities amongst the metals?
•    Where are the next market hot-spots?

10.00 Investor Spotlight
10.00    Manhattan Corp – Alan J Eggers, executive chairman
10.10    Azimuth Resources – Richard Monti, executive director
10.20    Continental Coal – Jason Brewer, executive director
10.30    Universal Coal – Tony Harwood, chairman

10.40 Iron ore in demand
Magnus Ericsson, chairman & co-founder, Raw Materials Group
•    Consumption of steel has driven an industry
•    Outlook for demand in the year ahead
•    Likely impact on iron ore and coal

11.00 Investor Spotlight
11.00    Northland Resources – Anders Hvide, Executive Chairman
11.10    Baobab Resources – Ben James, managing director
11.20    Equatorial Resources – John Welborn, managing director & CEO
11.30    Centaurus Metals – Darren Gordon, managing director

11.40 Copper supply and costs
Paul Benjamin, senior copper analyst, Brook Hunt & Wood Mackenzie
•    Market fundamentals for copper
•    Challenges facing the copper mining industry
•    Implications for long term prices

12.00 Investor Spotlight
12.00    EMED Mining – Harry Anagnostaras-Adams, managing director
12.10    Yellowhead Mining – Ian Smith, CEO
12.20    Mt Isa Metals – Peter Spiers, managing director
12.30    Rex Minerals – Steven Olsen, managing director

12.40 SESSION 5:Investment Scene
Chair: Alexander Lopatnikov Managing Director, Russian Operations, American Appraisal, Russia

12.40 An overview of the investment scene
Alexander Lopatnikov Managing Director, Russian Operations, American Appraisal, Russia

13.00  Investment-changing computer developments
Rick Moignard, president & CEO, Gemcom
•    Software’s role in discovery and financing
•    Where’s the next industry-changing development?
•    Warning signs in data manipulation

13.20 Keynote presentation: A new force in iron ore
Andrew Forrest, Fortescue Metals Group
•     Growing a business from scratch and building a team
•   Where Fortescue is now, where it will be in 5 years
•     Taking the community with you

13.40 Q&A

14.00 Investor Spotlight
14.00    Lydian International – Timothy Coughlin, president & CEO
14.10    Gold Group – Ralph Rushton, manager, investor relations & corporate development
14.20    Sumatra Copper & Gold – Julian Ford, CEO
14.30    Mariana Resources – John Horsburgh, chairman
14.40    Mandalay Resource Corp – Brad Mills, CEO & Director

14.50 New World Order
Chair: Peter Gray, partner, Clyde & Co

14.55 Introduction to Nigeria
Honourable Musa Mohammed Sada,  Minister of Mines Nigeria

15.05 Appeal of Africa: The improving legislative environment
Peter Leon, partner, Webber Wentzel
•    Overview of legal environment in Africa
•    Examination of recent developments, and trends
•    How is this impacting on the investment scene?

15.25 Impact of China
Anthony Desir, principal, SAMI Funds
•    Role of smaller private Chinese companies in Africa
•    Social uprising in MENA
•    Can traditional investors compete on a level playing field?

15.45 Q&A

15.50    Investor Spotlight
15.50    Gryphon Gold Corp – Lisanna Lewis vice president, treasurer
16.00    Minemakers – Andrew Drummond, CEO & managing director
16.10    Aviva Corp – Lindsay Reed, CEO
16.20    Concordia Resource Development – Ed Flood, Chairman, president and CEO
16.30    Papua New Guinea – Kepas Wali, managing director
16.40    Aureus Mining – David Reading, CEO & director

16.50 SESSION 6: New World Order Panel
Chair: Peter Gray, partner, Clyde & Co
China and the other BRIC nations lead the way for growth, but what damage is being caused by the US decline?  (45-minute panel)
Stephanus Vermaak, principal investment officer, mining investment team, IFC Johannesburg/ World Bank
Matt Pieterse, director, The Beijing Axis & managing director, Beijing Axis Capital
Anthony Desir, principal, SAMI Funds
Kirk Adams, CEO, First Iron Group
•    Will China’s growth stall; can they control inflation?
•    Can the BRIC nations continue to fuel global growth?
•    How does a junior present itself to secure Chinese funding?

17.00  Exhibition close, and start of take down

17.30  Conference close

Mining Journal Outstanding Achievement Awards HAC Winter Garden, Royal Artillery Ground
18.45    Drinks reception, followed by black-tie awards dinner