2500+ 100+ 75+ 600+ 200+ - mines and money · look through the brochure to learn more. to become...

NEW FOR 2018 REGION SPECIFIC THEMES EACH DAY

Business Design Centre, London | 26-29 November, 2018

4 days of global investment strategy

London’s biggest international mining event

16th Annual

2500+Senior level executives

100+Sponsors and exhibitors

75+Countries

600+Investors

200+Mining Companies

Gold Sponsors Silver Sponsors

london.minesandmoney.com

ZCCM INVESTMENTS HOLDINGS PLC

WELCOMEDear Colleague,

Bored of mining conferences that have repetitive content year in, year out? Tired of attending events full of ‘tyrekickers’ not decision-makers? Frustrated by coming away from events with a low ROI?

At Mines and Money, we’ve listened to your feedback.

This year you’ll get exciting content. Brilliant speakers that deliver real take-aways. An extended social agenda with networking designed to facilitate business opportunities. In short, we’ve created an event designed with you in mind every step of the way.

Welcome to the 16th edition of Mines and Money London.

NEW FOR 2018

J Curated content and exhibition with each day having a distinct geographical focus, highlighted by commodity investment theses and mining spotlights relevant to that geography.

J Each day the content is clearly demarcated, with specific sessions targeted toward institutional investors, senior producers and financiers; as well as our spotlight theatre where the focus is on exploration whether its early stage, PEA, PFS or beyond.

J An extended social agenda with functions both at and around the event venue in Islington, as well as London’s Mayfair district.

J A new ground-breaking matchmaking system with AI functionality and a customer support team helping miners and money connect.

J More new and fun activities. Head to Head Debates not ‘fall asleep’ panels where everyone agrees with each other; Guru’s Bar Café where you can book one-on-one consultations with your favourite speakers; and the World Cup of Mining Pitch Battle, where Dragons Den and Sharks Tank meet Mines and Money!

Look through the brochure to learn more.

To become part of the all new Mines and Money please call our customer service team on+44 (0) 208 004 3888 or [email protected].

I’m looking forward to meeting you at this year’s show.

Kind Regards

Andrew Thake Global Head of Content, Production and Strategy, MINES AND MONEY

london.minesandmoney.com2

WHAT’S NEW IN 2018?The industry is constantly changing and so are we. See what to expect this year

NEW REGION FOCUSSED AGENDADiscover the hottest commodities, biggest opportunities and political challenges in each region.

Monday - Europe, Asia and the Middle East Showcase Monday –Latin America Showcase Tuesday – Africa Showcase Wednesday – Australia Showcase Thursday – Canada Showcase

INNOVATIVE AGENDA FORMATS

WORLD CUP PITCH BATTLESYep, you read that right. Mining companies from different regions pitch their projects to an expert investor panel. There can be only one winner

PRESIDENTIAL DEBATESBig names grilled on the big topics. Regulations, compliance, value generation – representative from each region take to the floor

MINING ROOM 101Discover the pet hates of real industry heavyweights. Guaranteed to create debate and talking points to discuss at networking events

INVESTMENT THESESSee which commodities investors are interested in and gain in-depth knowledge into the supply and demand chain for each one


KEYNOTE SPEAKERS Mark Bristow,

Chief Executive Officer, Randgold Resources Winner of the 2017 Mines and Money Lifetime Achievement Award. Respected by institutional investors everywhere, Mark will be stirring debate with his hard hitting address: ‘Succeed together or fail apart: the choice facing the mining industry and its stakeholders’

Eira Thomas, CEO, Lucara Diamond Only 3 of the top 100 mining companies have a female CEO. Catch her interview on ‘Open to change? Is the mining industry learning from past mistakes?

Naguib Sawiris, Chairman, Orascom Telecom Media and Technology, Chairman, La Mancha Group One of Africa’s richest billionaires, Sawiris recently raised eyebrows when he put half of his $5.7 billion net worth into gold.

Mick Wilkes, President & Chief Executive Officer, OceanaGold Australian mid-tier gold miners are driving the new wave of exploration and production shares his thoughts on ‘The critical importance of using ESG to develop better relationships with governments and local communities’

Dambisa Moyo, International Economist and Author Dambisa’s keynote address will discuss some of the key themes outlined in her latest book: ”The Edge of Chaos”, tying them into some of the challenges that we currently see in the mining industry such as resource nationalism.

John Mackenzie CEO, Audley Capital Advisors & Executive Chairman, Mantos Copper Former Head of Copper at Anglo American; now runs one of the largest hedge funds with natural resource investments.

Graham Chapman, Advisor to CEO International Development, SUEK Russia’s largest coal company, former right-hand man to Sir Mick Davis. Hear him share his insights on: “Reports of its death have been greatly exaggerated: Why investors shouldn’t ignore thermal coal”.

Riaz Rizvi, Chief Strategy and Marketing Officer, Kazatomprom One of the world’s biggest uranium producers shares his insights on Kazakhstan.

Shaun Usmar, Chief Executive Officer, Triple Flag Mining Finance A fund which is an offshoot of Elliott’s hedge fund run by Paul Singer, Triple Flag are one of the exciting new players involved in the growing streaming sector.

Ammar Al-Joundi, President, Agnico Eagle Ammar’s previous experience at a bank gives him a unique insight to share his views on ‘Given some of the failures in the last mining cycle what is the business case for M&A in 2018?’

Joe Mazumadar, Economic Geologist/Analyst, Exploration Insights Rated by many as a) the best independent newsletter writer b) one of the world’s leading experts on exploration discoveries.

Rick Rule, President & CEO, Sprott Holdings Will be defending the honour of mining promoters everywhere in this fun but educational debate “Should mining promoters be more praised or damned?”


INVESTORS SPEAKING Oliver Andrews,

CEO, African Finance Corporation

Rudolph de Bruin, Co –Founder, AMED Funds

Mark Burridge, Managing Partner, Baker Steel Capital Managers

Thomas Holl, Director and Portfolio Manager, Blackrock

Ian Williams, Chairman, Chief Executive, Charteris

Willem Middelkoop, Founder & CIO, Commodity Discovery Fund

Robert Crayfourd, Portfolio Manager, CQS

Bert Koth, Managing Partner, Denham Capital

Richard Crookes, Investment Director, EMR Capital

Georgy Fotin, Director, Investment Department, Far East Investment and Export Agency

John Newell, Portfolio Manager, Fieldhouse Capital Management

Tal Lomnitzer, Deputy Head, Global Resources, First State Investments

Pim Kalisvaaert, Portfolio Manager, Hawkes Point Capital

Roland Janssens, Director, Investec Asset Management

Nick Stansbury, Portfolio Manager, Legal & General

Torsten Dennin, Founder and CEO, Lynkeus Capital

Gervais Williams, Managing Director, Miton Group

Matthew Fifield, Partner, Pacific Road Capital

Jessica Fung, Head of Research, Pala Investments

Michael Barton, Portfolio Manager, Orion Resource Partners

Ross Bhappu, Partner, Head of Private Equity Funds, Resource Capital Funds

Angelos Damaskos, Chief Executive Officer, Sector Investment Managers

Peter Ruxton, Partner, Tembo Capital

Per Wimmer, CEO, Wimmer Family Office


MINERS SPEAKING Alexander Schmitt,

Head of Marketing Base Metals, Anglo American

David Jollie, Manager Market Analysis – PGMs, Anglo American

Brian Chicksen, VP Sustainability: Health and EVP Support & Sustainability, Anglo Gold Ashanti

Julian Treger, CEO, Anglo Pacific

Andrew Lindsay, Director UK Office, Antofagasta

Benjamin Bell, Managing Director, Australian Mines

Frederick Bell, Managing Director, Elemental Royalties

Stephen de Jong, Chairman, Integra Resources Corp, Winner 2017 Young Mining Professionals Peter Munk Award

Peter Ledwidge, Managing Director, Mako Gold

Alex Black, CEO, Rio2

Frank Nikolic, Manager Market Intelligence, Vale Canada

Haytham Hodaly, Senior Vice President, Corporate Development, Wheaton Precious Metals

George Q. Fang, Executive Director, Senior Executive Vice President, Zijin Mining

Pan Guocheng, Vice Chairman, Hanking Industrial Group

Jon Lamb, CEO, Myanmar Metals

Keith Barron, CEO & Chairman, Aurania Resources

Fortune Mojapelo, CEO, Bushveld Minerals

Catalin Kilofliski, CEO, Canarc Resources

Bryce Bradley, President and CEO, Thunderstruck Resources

Dr. Pius Kasolo, CEO, ZCCM Investments Holdings

Frazer Tabaert, CEO, Polar X


INDUSTRY EXPERTS Michael Widmer,

Head of Metals Research – Europe, Bank of America Merrill Lynch

Paul Gait, Senior Research Analyst, European Metals & Mining, Bernstein Research

Xiao Fu, Head of Commodity Markets Strategy, BOCI Global Commodities

Ryan Cochrane, Research Manager – Lead, Zinc & Precious metals, CRU Group

Jesus Fernandez, Head M&A, Trafigura

Keith Spence, President & Partner, Global Mining Capital, Member of the Board of Directors, The Prospectors & Developers Association of Canada (PDAC)

Gillian Caldwell, CEO, Global Witness

Ingo Hofmaier, Partner - Head of Metals & Mining, Hannam and Partners

Michael White, President & CEO, IBK Capital

Tom Butler, CEO, ICMM

Pierpaolo Cazzola, Senior energy and transport analyst, International Energy Agency

Professor Donald Sadoway, John F. Elliott Professor of Materials Chemistry, MIT

Wofai Samuel, Senior Political Anchor, Nigerian News Broadcasting

Kieron Hodgson, Executive Director, Commodities & Mining Research, Panmure Gordon

Todd Harrington, Resources Investment Commissioner, Queensland Government

Stephen Forrest, Director & Chairman, SFA Oxford

Jamie Strauss, Founding Partner, Strauss Partners

Richard Mullender, The Hostage Negotiator

Grant Williams, Founder & CEO, Things that make you go Hmmm

Philippa Malmgren, Author, Economist, Leading Policy Analyst


It didn’t take much market research to establish that the Mines and Money crowd are a “social bunch” with that in mind we have designed a whole new social agenda.

Designed to enable great matchmaking with fun interactions between prospects, peers and customers we have covered all the bases, with events in Mayfair and not just at and around our Islington venue.

Whether you are a wine lover or a sports fan, our new agenda is set to make you money and take your experience at Mines and Money to a whole new level.

MONDAY TUESDAY

FRIDAY - THE INAUGURAL MINES AND MONEY OPEN GOLF

WEDNESDAY THURSDAY

IF YOU WOULD LIKE TO HOST AND SUPPORT ANY OF THESE EVENTS, THEN GET IN TOUCH NOW. EMAIL: [email protected]

At the Show

Mines and Money Welcome Ice Breaker

Wines and Money LATAM

Mongolian BBQ

Islington

Mayfair

Champions League

Football Party

Mines and Money Awards Ceremony and Gala Dinner

Wines and Money Africa

Fine Wines and Money Mayfair

Wines and Money Australia

Canadian Closing Party

SOCIAL AGENDA

Mines and Money London is one of the very few “must attend” events

RONALD-PETER STOEFERLE, CMT, RESEARCH & INVESTMENT FUNDS, INCREMENTUM AG


WHO WILL YOU MEET, AND HOW…Meet the who’s who of global mine financing, in more ways than ever before.

USE THE LATEST AND GREATEST MATCHMAKING TECHNOLOGYTake the stress and guesswork out of meetings. Our brand-new matchmaking tech uses AI to pair up eager investors with new mining projects

HAVE YOUR QUESTIONS ANSWERED AT THE GURU CAFÉGot a burning question that’s been driving you crazy? Sit down over a coffee and ask one of our industry experts in a private, one-to-one setting

SOME OF THE INVESTORS, MINERS AND FINANCIERS THAT YOU’LL MEET

PACKED EVENING AGENDA WITH SOMETHING FOR EVERYONEFine wines, awards ceremonies, BBQs, ice breakers, sports socials, cocktail receptions – more opportunities than ever to meet the right people

JOIN IN AND HAVE YOUR SAY WITH AN INTERACTIVE AGENDAPrivate meetings, roundtable discussions, live Q&As, heated panel debates and of course, a huge exhibition area and demo zone

Aeon Metals

Aertssen

Africa Finance Corporation

African Rainbow Minerals

Algold Resources

AMED Funds

Aterra Capital

B.E. Capital

Bara Consulting

Basson & Close Quantity Surveyors

Bennett Jones

BNP Paribas

Callinex Mines

Capital Drilling

Centerra Madencilik AS

Clavis Capital

Coro Mining

Crimsontide

Department for International Trade

Digby Wells Environmental

DRA Global

EBRD

EPC-Groupe

Evaluation Consultants

FLSmidth

FPX Nickel Corp

Fugro

Global Drilling & Exploration Group

Golder Associates

Gowling WLG

Gramercy Funds Management

Greenstone Capital

Herbert Smith Freehills

Japan Oil Gas & Metals National Corp - JOGMEC

Katana Asset Management

Kemix Pty

KHK Madencilik

Kintavar Exploration

LLC "Eastern Drilling Company" FORACO Group

Long State Investment

Macquarie Bank

Mazarin Capital

Medgold Resources

Memery Crystal

Mets International

Midland Exploration

Miller Thomson

Mining Damen

Mitsubishi Corporation International Europe

Nest Egg

Newmont Mining

Outotec

OZ Minerals

Pegasus Mining

Phoenix Mining Consultants

Polyus Gold

Proudfoot

PT J Resources Nusantara

Ptolemy Capital

Puffin Capital

Rio Tinto plc

Riverfort Global Capital

Roscan Minerals Corporation

RSVP Global investment

S&P Global Market Intelligence

Scipion Capital (UK)

Sephaku Holdings

Simmons & Simmons

Small Cap Invest

Sotrafa SA

SRK Exploration Services

Stephens Scown

Strategia Worldwide

Sumitomo Corporation Europe

Taurus Funds Management

The Bedford Consulting Group

Thunderstruck Resources

Venn & Milford Incorporated

Watson Farley & Williams


Mergers and acquisitions in the mining sector are back in vogue. After two extremely quiet quarters, the value of M&A transactions in the three months to end-June is back over US$5 billion. As reported by S&P Global Market Intelligence in its recent State of the Market report, there were 37 deals of over US$5 million announced during the June quarter.

Although still well short of the recent peaks of over US$8 billion recorded in the June quarter of 2016, and almost US$11 billion in the September quarter of 2015, there are clear signs of resurgent interest in M&A, especially for the base metals.

Despite an overall quarter on quarter increase in the number, and value, of M&A transactions, there was a decline in the value of activity for gold assets. Although the number of significant gold deals remained unchanged at 17 in the three months to end-June, S&P Global Market Intelligence reports that the value of these transactions slumped from US$1.40 billion to US$830 million. Instead, over 81% of the value of the deals during the June quarter came for copper and zinc assets.

Specialist investors attending this year’s Mines and Money conference in London, including EMR Capital, Red Kite and ZCCM Investments, are likely to reflect the current market interest in copper and zinc assets. Projects attracting particular attention might include those owned by Polar X, Merdeka Copper Gold, Thunderstruck Resources and Foran Mining.

The mining industry's assets look relatively undervalued. The aggregate market capitalization of the industry's 2,400 listed companies is near a four-year high of almost US$1.5 trillion (twice what it was in January 2016). The industry's market valuation peaked, however, at US$2.3 trillion at the start of 2011, and currently represents barely 1.5x the valuation of Apple Inc.

There is also cash available to the industry. The aggregate holding of the 1,563 mining companies that reported their cash positions at the end of March (the most recently available data, as reported by S&P Global Market Intelligence) was US$42.7 billion, which was almost 7% higher than the end-2017 amount.

I look forward to meeting you at Mines and Money London this year.

Dr Chris Hinde Chief Commentator

Mines and Money

Chris is an independent consultant, having founded Pick and Pen Ltd on his corporate retirement in September 2018. The company offers advice, and regular written reports, on trends and business opportunities in the international mining industry, and training webinars/seminars.

Until his retirement, Chris was the Reports Director, Metals & Mining, for New York-based S&P Global Market Intelligence (formerly McGraw-Hill Financial), with prime responsibility for the quarterly State of the Market publication.

Based in London, Chris is a regular presenter at conferences, and runs training courses, entitled 'Inside Mining', for non-mining professionals. A qualified Mining Engineer (with a BSc and PhD from Cardiff University), Chris has extensive mining experience, including underground work with Anglo American Corp in South Africa, consultancy with both SRK in Johannesburg and Golder Associates in the UK, and stockbroking with Schroder Securities in London. In addition to South Africa, his mining experience includes work in Botswana, Malaysia and Turkey.

Before joining IntierraRMG (subsequently SNL Metals & Mining, which was acquired in turn by McGraw-Hill in September 2015), Chris was Editorial Director of Aspermont UK, whose publications include the weekly Mining Journal and monthly Mining Magazine. He was instrumental in launching the Mines & Money series of conferences.

A NOTE FROM OUR NEW CHIEF COMMENTATOR ON WHY YOU NEED TO BE AT MINES AND MONEY LONDON THIS NOVEMBER


MINES AND MONEY ALTERNATIVE FINANCE MORNING - PRIVATE EQUITY MONDAY 26TH NOVEMBERAttend this session to learn about the growing opportunities in PE financing in mining companies.

KEY TAKE-AWAYS:How are their mining funds structured?

What types of mining companies are they looking to invest in?

What are the key criteria that they use?

In the roundtable discussions that follow, to facilitate more detailed introductions with potential investors leading to investor miner matchmaking opportunities. These matchmaking opportunities will be facilitated at the roundtables, via the matchmaking software, or at the exclusive Fine Wines and Money in Mayfair later that day.

N.B. All representatives will be asked to commit to staying for the whole day in order to maximise the effectiveness of the format.

08:00 Registration open

13:10 Networking Lunch

14:00 Royalty and Streaming (see page 12)

08:50 Welcome from the organiser Andrew Thake, Global Head of Content and Research, Mines and Money

09:00 Introduction from Morning’s HostReserved for Legal Sponsor

09:30 R&S Roundtable rotation 1



12:10 R&S Address 4 Ross Bhappu, Partner, Head of Private Equity Funds, Resource Capital Funds


13:00 Host’s Closing Summary and Key Takeaways

17:00 Transport to Mayfair

18:00 - 19:30

Fine Wines and Money @ Mayfair

10:50 Dedicated matchmaking time

11:20 PE Address 3 reserved for PE sponsor or law firm address on M&A

09:10 PE Address 1 Bert Koth, Managing Partner, Denham Capital

10:00 R&S Address 2 Matthew Fifield, Partner, Pacific Road Capital


ATTEND THIS SESSION TO LEARN ABOUT: The growing opportunities in royalty and streaming

The different approaches of royalty and streaming providers

And under what conditions it makes sense to partner with a royalty and streaming company.

In the roundtable discussions that follow, to facilitate more detailed introductions with potential investors leading to investor miner matchmaking opportunities. These matchmaking opportunities will be facilitated at the roundtables, via the matchmaking software, or at the exclusive Fine Wines and Money in Mayfair later that day.

N.B. All representatives will be asked to commit to staying for the whole day in order to maximise the effectiveness of the format.

MINES AND MONEY ALTERNATIVE FINANCE ROYALTY & STREAMING SHOWCASE MONDAY 26TH NOVEMBER

13:00 Registration and lunch


14:00 Introduction from Afternoon’s Host




16:10 R&S Address 4



17:00 Transport to Mayfair

18:00 - 19:30

Fine Wines and Money @ Mayfair

15:30 R&S Address 3

14:10 R&S Address 1 Haytham Hodaly, Senior Vice President, Corporate Development, Wheaton Precious Metals

14:50 R&S Address 2 Frederick Bell, Managing Director, Elemental Royalties


LATIN AMERICA SHOWCASE MONDAY 26TH NOVEMBER

08:00 Registration opens 10:20 Premium Spotlight: DGR Global

10:30 Premium Spotlight:

10:40 Keynote Address Reserved for Sponsor


11:45 Country Showcase Reserved for Sponsor: Ecuador

12:00 Country Showcase Reserved for Sponsor: Mexico

12:15 Country Showcase Reserved for Sponsor: Peru

12:30 Break

14:20 Mining Spotlight: Argentina - Dark Horse Resources

14:30 Mining Spotlight: Peru - Auryn Resources

14:40 Mining Spotlight: Ecuador - Aurania Resources

14:50 Mining Spotlight: Chile

13:50 KEYNOTE FIRESIDE CHAT Lessons from the front line - how can mining companies succeed in Latin America?An Australian mining engineer by background, Alex’s Rio Alto is one of the biggest Latin American success stories of the last few years. Turning the low-grade La Arena deposit into a cash-flow king, the company was sold to Tahoe Resources for CAD1.2m in 2015, before leaving to set up his new venture Rio2. Ranked by Gestion as one of Peru’s top business leaders, Alex will be sharing with you his perspective on what foreigners need to do in order to be successful in Latin America.Alex Black, CEO, Rio2 Interviewed by: Alex Williams, Editor, Global Mining Observer


09:00 Introduction from Morning’s Host

09:10 KEYNOTE ADDRESS The white gold rush - who is winning the battle for supremacy in the Lithium Triangle?• How do the initiatives of Chile, Argentina and Bolivia to attract foreign investment differ? • How should new investors into this space be looking to play the Lithium Triangle investment thesis? Or are they too late? • What predicted increases in supply can we expect to see from the Lithium Triangle and by when? An update on the CORFO dispute and initiatives by the likes of Codelco to invest in the Pedernales and Maricunga salt flats • The Lithium Triangle is currently responsible for 54% of the world’s lithium production – can we expect to see this increase and if so what will be the impact upon junior exploration projects in other geographical regions

09:40 KEYNOTE DEBATE Does reward now outweigh risk? How well is Latin America developing as a progressive mining investment destination?US$2.3bn was spent on mining exploration in Latin America last year. As of 1 July 2018, there were 316 companies listed on the TSX/V with Latin America mining projects. Many firms, both big and small, are flocking to Latin America, as they increasingly see reward outweighing risk. In this session our panellists discussion:• Which Latin American jurisdictions do our panellists rate at having done the most to improve inward investment attractiveness over the last year and why? • And which ones have gone down in their estimation? • What are the key ways to mitigate your investment risk in Latin America? When a foreign mining company fails, what is one key thing they keep getting wrong?Panellists: John Mackenzie, CEO, Audley Capital Advisors & Executive Chairman, Mantos Copper Andrew Lindsay, Director UK Office, Antofagasta Martin Valdes, Partner, Managing Director, Latin America, Resource Capital Funds Pim Kalisvaaert, Portfolio Manager, Hawkes Point Capital


LATIN AMERICA SHOWCASE MONDAY 26TH NOVEMBER

15:00 Mining Spotlight: Honduras Ascendant Resources


17:00 Close of Latin America Showcase

15:10 Mining Spotlight: Argentina NeoLithium

15:20 Break

15:50 Mining Pitch Battle - The World Cup: Heat 1: Latin America • Want to participate in the most popular session at the event? • Can you and your project withstand a grilling from 4 hungry investors? • Are you an accomplished presenter that can deal with a pressure cooker environment?

Format• Three mining companies per Pitch Battle • You get 3 minutes to pitch your project • You then field quick fire questions for 10 minutes from our investorsInvestors then decide who has the most investible project based on an investment sum of US$1m

What can you winIf you win than you will receive: • A free exhibition stand at Mines and Money London 2019 • A free 10-minute speaking slot at Mines and Money London 2019 • Promotion in the post event report as the winner of the Mining Pitch Battle as the most exciting emerging mining investment opportunity of 2019How to apply? Please contact the Mines and Money team at [email protected]: Angelos Damaskos, Chief Executive Officer, Sector Investment Managers Christopher Ecclestone, Principal and Mining Strategist, Hallgarten & Company Will Smith, Portfolio Manager, Westbeck Capital Management


EUROPE, MIDDLE EAST AND ASIA SHOWCASE MONDAY 26TH NOVEMBER

08:00 Registration opens


09:00 Introduction from Morning’s Host

10:40 Premium Spotlight: Pasinex Resources

10:50 Premium Spotlight: Xanadu Mines


11:45 Country Showcase Reserved for Sponsor Europe

11:55 Country Showcase Reserved for Sponsor Asia

12:05 Premium Mining Spotlight: Jon Lamb, CEO, Myanmar Metals

09:10 KEYNOTE ADDRESS Understanding the ‘elephant in the room’ – getting the true picture of China’s commodity demand and what opportunities it offers the rest of the mining industry?• Reviewing GDP growth targets – what is China’s true growth? • What are the key supply side reforms being introduced and how will they impact commodities • Identifying which metals in China is there a demand deficit – what opportunity does this provide foreign miners?Pan Guocheng, Vice Chairman, Hanking Industrial Group

09:40 KEYNOTE ADDRESS Reality or hype? What will be the true impact of China’s Belt and Road on mining and mining investment in Russia?• Examining the opportunities for non-Russian investors – what are the barriers to entry due to the current political climate? • Addressing the misconception that investment opportunities in Far East Russia are only for Chinese investors? • What has been the feedback in the region from foreign majors • Examining government support for investors in the region - what initiatives are underway to attract foreign investorsGeorgy Fotin, Investment Director, Far East Investment and Export Agency

10:10 KEYNOTE ADDRESS Uranium – what additional political, supply and demand catalysts could make it the ‘sleeper’ investment play for 2019?• Every year savvy investors keep saying ‘uranium will be the sleeper’ play for that year. What needs to change to awaken uranium and trigger a full market recovery? • Who is building nuclear plants & why? (Specifically, China, India, Russia, Japan, Middle East & the USA) • What has been the impact of the Kazakh cut in production? • What will? • What are the prospects for the number of uranium producers shrinking over the next year due to current low prices?Riaz Rivzi, COO, Kazatomprom Robert Crayfourd, Portfolio Manager, CQS

Very high level of speakers and ideas, all in just a few days

WILLEM MIDDELKOOP CO-FOUNDER

COMMODITY DISCOVERY FUND



12:25 MINISTERIAL DEBATE How well is Central Asia is developing as a progressive mining investment destination?• Which Central Asian jurisdictions do our panellists rate at having done the most to improve inward investment attractiveness over the last year and why? • And which ones have gone down in their estimation? • How to attract funding for your Central Asian mining project - Addressing concerns regarding recent delistings on the London Stock Exchange • Examining the genesis and rationale behind the Kazakh mining code – is this the way forward for the region? • What are the key ways to mitigate your investment risk in Central Asia? When a foreign mining company fails, what is one key thing they keep getting wrong? Panellists: Alexey Tsoy, Principal Consultant - Corporate & Business Development, CSA Global Georgy Fotin, Investment Director, Far East Investment and Export AgencyReserved for: One Government One Investor One Miner

14:00 FIRESIDE CHAT Reports of its death have been greatly exaggerated: Why investors shouldn’t ignore thermal coalSUEK is one of the world’s largest coal companies with production assets in Russia and a global trading network. Graham Chapman has previously worked as Vice-President of Strategy of BHP Billiton. He has prior experience of operating in most major coal producing companies, including projects in Mongolia, Colombia, South Africa and Madagascar. • How are investors changing their approach towards thermal coal? - Which investors are still looking at coal assets? • Reviewing recent coal mining deals • How can we expect to see the ownership of the coal industry change? Will it be a case of more fragmentation? • What can we expect the future energy mix to look like?Graham Chapman, Advisor to CEO International Development, SUEKInterviewed by: Ingo Hofmaier, Managing Partner – Mining, Hannam & Partners

13:00 Break

14:20 Mining Spotlight: Middle East

14:30 Mining Spotlight: Europe

14:40 Mining Spotlight: Russia - Silver Bear Resources

14:50 Mining Spotlight: Indonesia - Merdeka Copper Gold

15:00 Investment Thesis Zinc: Is the story over?• What are the bullish arguments for zinc? • What are the arguments for zinc? • An in-depth look at supply issues relating to mining / concentrates and downstream side smelters • An in-depth look at demand issues such as assessing concentrate and metal balances and prices (metal, TCs, premiums)Ryan Cochrane, Research Manager – Lead, Zinc & Precious Metals, CRU Group

I would happily endorse it as a must see for anyone connected to the mining

industry, interested in connecting to fellow practitioners and with multiple opportunities to learn and network

JIM MELLON MASTER INVESTOR



15:50 Mining Pitch Battle – The World Cup Heat 2: Europe, Middle East and Asia• Want to participate in the most popular session at the event? • Can you and your project withstand a grilling from 4 hungry investors? • Are you an accomplished presenter that can deal with a pressure cooker environment?

Format• Three mining companies per Pitch Battle • You get 3 minutes to pitch your project • You then field quick fire questions for 10 minutes from our investorsInvestors then decide who has the most investible project based on an investment sum of US$1m

What can you winIf you win than you will receive: • A free exhibition stand at Mines and Money London 2019 • A free 10-minute speaking slot at Mines and Money London 2019 • Promotion in the post event report as the winner of the Mining Pitch Battle as the most exciting emerging mining investment opportunity of 2019How to apply? Please contact the Mines and Money team at [email protected]: Martin French, Director, London Specialist Capital


17:00 Close of Europe, Middle East and Asia Showcase

15:20 Break

Mines and Money London is now firmly re-established as the leading event for institutional investors, financiers and the

mining industry to discuss, debate and get deals done MICHAEL PRICE

LONDON REPRESENTATIVE RESOURCE CAPITAL FUNDS


AFRICA SHOWCASE TUESDAY 27TH NOVEMBER


11:00 Keynote Country Presentation: Africa Prospect Development Zambia

11:20 Premium Spotlight: Ironbridge


09:00 Introduction from Morning’s Hosts Wofai Samuel, Senior Political Anchor, Nigerian News Broadcasting Michael White, President & CEO, IBK Capital

09:10 KEYNOTE ADDRESS Succeed together or fail apart: the choice facing the mining industry and its stakeholdersWhile global miners invested almost $1tr in major projects over the last decade, almost one-third of that — $273bn to be precise — was written off, research from Morgan Stanley shows. In a study carried out in conjunction with PwC, found that the extent of the write-downs was almost as high as the dividends paid by the world’s top 40 mining companies by market capitalisation between 2008 and 2017.• What must change for the mining industry to move from a mindset of short-term exploitation to long-term profitability? • What can be done to combat the challenge of indebtedness – why are miners still putting ‘unprofitable’ gold on the market and why are banks continuing to finance their ventures? • Reviewing the changes to different mining codes in Africa – how can the industry adapt whilst still delivering dividends to shareholders? • Is now the right time to be doing M&A, or is M&A the road to impairments? • Are we past peak gold and what can the industry do to replenish its pipeline?Mark Bristow, CEO, Randgold Resources, Winner Mines and Money Lifetime Achievement Award 2017

09:40 KEYNOTE PANEL DEBATE How well are miners and governments bridging the trust gap?• Why are we seeing an increase in resource nationalism? • What can be done to create more transparent relationships between government and industry to ensure the sustainable development of the mining industry? • Mining with principles – what does it mean in practice? • Learning from best practice which governments and mining companies should the industry be learning from?Keynote speaker and Panellist: Tom Butler, CEO, ICMM Panellists: Thomas Holl, Director and Portfolio Manager, Blackrock Brian Chicksen, VP Sustainability: Health and EVP Support & Sustainability, Anglo Gold Ashanti Gillian Caldwell, CEO, Global Witness Zambia (Africa Prospect Development Zambia) Moderator: Daniel Litvin, Managing Director, Critical Resources

10:30 KEYNOTE FIRESIDE CHAT Open to change? Is the mining industry learning from past mistakes?• How is the mining industry approaching the challenges of exploration? • What lessons need to be learnt from previous M&A & divestments • The for greater diversity at management level – is the industry changing fast enough? • How well is the diamond industry meeting the challenges of change? Clara, traceability, synthetics and Smarties Eira Thomas, CEO, Lucara DiamondInterviewed by: Wofai Samuel, Senior Political Anchor, Nigerian News Broadcasting

Not only the most relevant and largest mining conference in EMEA, but actually

the only real one – a must visit event PETER WEIDMAN

DIRECTOR THE SENTIENT GROUP



11:30 Exchange Spotlight: A leading exchange showcases its innovation in the region

15:00 Sponsor Address: Behre Dolbear

12:30 Break

11:40 KEYNOTE FIRESIDE CHAT Why is one of Africa’s richest people putting half their wealth into gold?Since joining Orascom, Sawiris has contributed to the growth and diversification of the company into what it is today – one of Egypt’s largest and most diversified conglomerates and the country’s largest private sector employer. Away from the telecoms industry Sawiris led the acquisition of La Mancha Resources where he is Chairman, He is also an NED of Endeavour Mining and Evolution Mining.One of Africa’s richest billionaires, Sawiris recently raised eyebrows when he put half of his $5.7 billion net worth into gold.In this interview he will discuss his outlook on the current geopolitical climate, his mining investments, and why he is a big backer of gold.Naguib Sawiris, Chairman, Orascom Telecom Media and Technology, Chairman, La Mancha Group Interviewed by Michael White, President & CEO, IBK Capital

14:00 KEYNOTE DEBATE Is everything a battery metal now?First it was lithium, followed by cobalt and graphite. Then it was copper and nickel. Now gold, silver and zinc are getting in on the we’re a battery metal act. If investors truly want to play the EV investment thesis, which commodities offer the greatest upside?• What is a battery metal? What isn’t a battery metal? Who are the winners and losers in the EV revolution? • When will we have moved over to EVs? What is the role of hybrid cars? And what does this mean for metals required? • Taking a closer look at the metals that constitute lithium-ion batteries, and NMA and NMC composites– what does this mean for investors and miners alike?Panellists: Paul Gait, Senior Research Analyst, European Metals & Mining, Bernstein Research Pierpaolo Cazzola, Senior Energy and Transport Analyst, International Energy Agency Gerard Reid, Co-Founder, Alexa Capital David Jollie, Manager Market Analysis – PGMs, Anglo American Christoph Eibl, CEO, Tiberius Asset Management Moderator: Michael White, President & CEO, IBK Capital

14:40 ADDRESS How to manage and mitigate bribery and corruption risks in the mining industry reserved for sponsor (law firm)

12:00 KEYNOTE ADDRESS Electric Vehicles 2048 – what is the future for EVs and what does this mean for the mining industry? A visionary in the field of EV development, Mark is an Australian businessman and motorsport professional. He is currently the Team Principal of the Techeetah Formula E racing team, and CEO of StreetDrone.After successes at ArrowsF1, McLaren and the Super Aguri F1 team he became involved in Formula E in 2014.Mark is an expert in the development of EV and EV technology. He has also launched StreetDrone, an open platform aiming to democratise the development of autonomous vehicle technology.Mark Preston, Team Principal, TECHEETAH Formula E Racing Team (pending final confirmation)

In 4 days we see as money industry players as we would otherwise

see over a period of months RUDOLPH DE BRUIN FOUNDING PARTNER

AMED FUNDS



15:10 MINISTERIAL DEBATE How well is Africa is developing as a progressive mining investment destination?• A review of the latest developments in African mining codes – how are they changing the mining investment landscape? • Where does risk now outweigh reward in Africa? • Which African jurisdictions do our panellists rate at having done the most to improve inward investment attractiveness over the last year and why? • And which ones have gone down in their estimation? • What are the key ways to mitigate your investment risk in Africa? When a foreign mining company fails, what is one key thing they keep getting wrong?Oliver Andrews, CEO, African Finance Corporation Roland Janssens, Director, Investec Asset Management Michael Price, Advisor, Resource Capital Funds Moderator: Tom Wilson, African Mining Journalist, Bloomberg

15:40 DEBATE This House Believes This House Believes that copper will outperform gold over the next 12 monthsWhen we poll our investors, gold and copper come out as their two favoured commodities. But what do you think? Gold as a hedge against a turbulent geopolitical climate? Or copper due to its role in the EV story? Gold’s durability and value as a currency? Or the long-term supply / demand imbalances for copper?To debate these issues, we welcome:

For: reserved for two investors/analysts

Against Gervais Williams, Managing Director, Miton Group Torsten Dennin, Founder and CEO, Lynkeus Capital

16:30 Hosts’ Closing Summary and Key TakeawaysMichael White, President & CEO, IBK Capital Wofai Samuel, Senior Political Anchor, Nigerian News Broadcasting

16:40 Close of Africa Showcase


SPOTLIGHT THEATRE TUESDAY 27TH NOVEMBER

14:00 INVESTMENT THESIS 30% EVs by 2030: Pipedream or reality? Pierpaolo Cazzola, Senior Energy and Transport Analyst, International Energy Agency

15:40 INVESTMENT THESIS Why should PGMs be on investors radar in 2019? Stephen Forrest, Director & Chairman, SFA Oxford

15:55 INVESTMENT THESIS Mitigating the risks of cobalt investing in the DRC – what are the alternatives if any?

16:30 INVESTMENT THESIS Diamonds – An Investors new best friend? Kieron Hodgson, Executive Director, Commodities & Mining Research, Panmure Gordon

14:50 INVESTMENT THESIS: Everyone knows copper is the no-brainer long-term commodity play. But this session will give you the inside track on how to a capitalise on Dr Copper’s investment thesis Alex Schmitt, Executive Head of Marketing: Base and Special Metals, Anglo American

10:30 What is a natural resource investor looking for before they write out a cheque? Rick Rule, President & CEO, Sprott U.S. Holdings

15:20 Mining Spotlight: Base Metals - Trevali Mining

15:30 Mining Spotlight: Base Metals

16:10 Mining Spotlight: Precious Metals


11:30 Africa Investment Outlook How to fail in Africa. The 5 things guaranteed to ensure you fail in Africa (and how to avoid them) Peter Ruxton, Partner, Tembo Capital

11:00 Mining Spotlight: Gold Peter Ledwidge, Managing Director, Mako Gold

11:10 Mining Spotlight: Gold

11:20 Mining Spotlight: Battery Metals - Vanadium Bushveld Minerals

12:00 Mining Spotlight: Africa - ZCCM Investment

12:10 Mining Spotlight: Africa - Metal Tiger

12:20 Mining Spotlight: Africa - Goviex Uranium

14:30 Mining Spotlight: Casino Minerals

14:40 Mining Spotlight: Fertilisers

12:30 Mining Pitch Battle - The World Cup Heat 3: Africa Judges: Jeremy Atkinson, Principal, Northshore Capital Advisors


AUSTRALIA SHOWCASE WEDNESDAY 28TH NOVEMBER

09:10 KEYNOTE ADDRESS ‘We’re right at peak gold - All major deposits have been discovered” Ian Telfer, Chair, Goldcorp. Is this true, and if so can the Australian gold mining industry provide the solution?• Examining the origins and evolution of peak gold theory • Analysing the rise of the Australian gold mining mid-tiers – do they provide the answer to the lack of new gold discoveries? • To what extent is technology the answer to ‘peak gold’ helping to making uneconomic mining deposits economically mineable?

10:40 KEYNOTE FIRESIDE CHAT The evolution of mining and mining finance: Rethinking the role of the miners• Examining the rationale as to why Rio Tinto Ventures came about? What were its goals objectives? • Is Rio Tinto Ventures looking to replace traditional sources of finance/ or is RTV’s relationship more collaborative? • Future proofing the business – ensuring that minerals produced tie into offtake requirements 10 to 15 years on? • Investing in technology – Rio Tinto Venture’s technology centre • Is Rio Tinto Ventures a potential blueprint for other miners to follow?Andrew Latham, CEO, Rio Tinto Ventures (pending final confirmation) Interviewed by Dale Williams, Director - Business Development, Swann Global

11:10 GLOBAL ECONOMIC AND COMMODITY PERSPECTIVES KEYNOTE ADDRESS Edge of chaos - Why democracy is failing to deliver economic growth and how to fix itDambisa Moyo is a Zambian-born international economist and author who analyses the macroeconomy and global affairs. She currently serves on the boards of Barclays Bank, the financial services group, Seagate Technology, Chevron Corporation, and Barrick Gold. Before that she has stints at The World Bank and Goldman Sachs. She has written four New York Times bestselling books: Dead Aid: Why Aid Is Not Working and How There Is a Better Way for Africa (2009), How the West Was Lost: Fifty Years of Economic Folly – And the Stark Choices that Lie Ahead (2011), Winner Take All: China’s Race for Resources and What It Means for the World (2012), and Edge of Chaos: Why Democracy Is Failing to Deliver Economic Growth: and How to Fix It (2018). She was previously a World Economic Forum Young Global Leader.Dambisa’s keynote address will discuss some of the key themes outlined in her latest book, tying them into some of the challenges that we currently see in the mining industry such as resource nationalism.Dambisa Moyo, International Economist and Author, The Edge of Chaos

09:40 KEYNOTE ADDRESS The critical importance of using ESG to develop better relationships with governments and local communities• Why has ESG moved towards the top of mining CEOs in-tray? • What is OceanaGold’s approach to ESG? • Reviewing the success of ESG initiatives that OceanaGold have introduced – examples from PNG and Laos • Understanding ESG as a net-contributor to the business bottom lineMick Wilkes, President & Chief Executive Officer, OceanaGold



09:00 Introduction from Morning’s Host Todd Harrington, Resources Investment Commissioner, Queensland Government

10:10 Premium Spotlight: DGR Global

10:20 Premium Spotlight:



AUSTRALIA SHOWCASE WEDNESDAY 28TH NOVEMBER

11:50 KEYNOTE DEBATE China, Trumpeconomics or EVs – what’s driving commodity demand?• Should this commodity cycle be called the ‘EV commodity cycle’ or should it be called something else? If so what? • China – still the elephant in the room when it comes to commodity demand? Predictions for China’s GDP growth and commodity consumption • What’s been the true impact of Trumpeconomics on commodity demand? • If our panellists had to highlight one new commodity trend for 2019, what would it be?Panellists: Xiao Fu, Head of Commodity Markets Strategy, BOCI Global Commodities Philippa Malmgren, Author, Economist, Leading Policy Analyst (pending final confirmation) Michael Widmer, Head of Metals Research – Europe, Bank of America Merrill Lynch Grant Williams, Founder & CEO, Things that make you go Hmmm

15:10 DEBATE Pilbara – the next Fruita Del Norte, the next Witwatersrand, or an overhyped disappointment waiting to happen?When Artemis Resources and its Canadian partner Novo Resources made an announcement regarding a gold nugget find at their Purdy’s Reward site last year, it set of a rush of interest from investors and miners. However, there is still some dispute as to whether these discoveries will change the gold mining investment landscape in the Pilbara region. To debate the issues we welcome to argue the caseFor: Willem Middelkoop, Founder & CIO, Commodity Discovery FundAgainst: Angelos Damaskos, Chief Executive Officer, Sector Investment Managers Jeremy Atkinson, Principal, Northshore Capital Advisors

15:50 MINISTERIAL DEBATE How well is Australia is developing as a progressive mining investment destination?• Which Australian jurisdictions do our panellists rate at having done the most to improve inward investment attractiveness over the last year and why? • And which ones have gone down in their estimation? • A review of the latest legislation from Australian regions – what individual initiatives have they undertaken? • What measures have the ASX implemented?Panellists: Matthew Fifield, Partner, Pacific Road Capital Clive Donner, Managing Director, LinQ GroupReserved for: One Government One Miner

14:00 KEYNOTE DEBATE Is private equity/alternative finance the new normal when it comes to financing mining projects?• What sort of projects are investors and financiers looking at and why? How has this changed over the last year? • Reviewing project financing by location and province • What is the state of play for: - financings - flow through financings - bought deals • What has been private equity activity in the deal-making space? • Is traditional financing from the banks dead?Panellists: Bert Koth, Managing Partner, Denham Capital Michael Barton, Portfolio Manager, Orion Resource Partners Jesus Fernandez, Head M&A, Trafigura Shaun Usmar, Chief Executive Officer, Triple Flag Mining Finance Clive Donner, Managing Director, LinQ Group

12:30 Break

14:40 Keynote Address reserved for sponsor


16:40 Close of Australia Showcase


SPOTLIGHT THEATRE WEDNESDAY 28TH NOVEMBER

10:30 BROKER INSIGHT A broker’s guide to their top picks at this year’s Mines and Money exhibitionReserved for broker sponsor

15:00 INVESTMENT THESIS Iron Ore Supply and Demand Outlook. What will drive price in 2018? Still rising supply and cooling demand from China? Alex Griffiths, Principal Analyst – Iron Ore and Steel Markets, Wood Mackenzie

11:30 INVESTMENT THESIS Iron Ore Supply and Demand Outlook. What will drive price in 2018? Still rising supply and cooling demand from China? Alex Griffiths, Principal Analyst – Iron Ore and Steel Markets, Wood Mackenzie


11:00 Mining Spotlight: Gold - Southern Gold


12:00 Mining Spotlight: Roger Jackson, Executive Director, NQ Minerals

12:10 Spotlight: Australia - Mitchell Services

12:20 Spotlight: Australia - Mitchell Services

12:30 Mining Pitch Battle - The World Cup Heat 4: AustraliaJudges: Jessica Fung, Head of Research, Pala Investments Richard Crookes, Investment Director, EMR Capital

14:00 Battery Metals – An investors outlook on why it’s just getting started Jessica Fung, Head of Research, Pala Investments

14:30 Mining Spotlight: Battery Metals Benjamin Bell, Managing Director, Australian Mines

14:40 Mining Spotlight: Graphite

15:30 Mining Spotlight: Fertiliser - Davenport Resources

15:40 Mining Spotlight: Copper

15:50 Mining Spotlight: Manganese - Gulf Manganese

16:00 Mining Spotlight: Nickel or Zinc



16:10 INVESTMENT THESIS What are the 3 metals that are most prone to substitution in the EV space (and should this impact your investment approach)?Gerard Reid, Co-Founder, Alexa Capital

14:50 Mining Spotlight: Vanadium


CANADA SHOWCASE THURSDAY 29TH NOVEMBER

09:10 KEYNOTE ADDRESS Given some of the failures in the last mining cycle what is the business case for M&A in 2018?In the last mining boom US$ 250bn spent on M&A by miners. However, US$85bn was spent on impairments. Given this, what should the business case for M&A be in 2018? Ammar Al-Joundi has worked on both sides (he spent 8 years at Citigroup in structured finance), which gives him a unique insight to share his views on:• What is the appetite from majors and mid-tiers for M&A?• What is the appetite from the finance sector for M&A?• Has the mining industry learnt its lessons from the last cycle?• Has the finance sector learnt its lessons from the last cycle?• Identifying the key criteria to use to evaluate whether a M&A

or a divestment makes sense.Ammar Al-Joundi, President, Agnico Eagle

10:20 KEYNOTE ADDRESS What is the outlook for investment opportunities in Canadian listed companies? – a Chinese perspectiveZijin Mining are one of China’s largest mining companies. Over the last few years they have been pursuing an aggressive acquisition strategy. In this presentation George Fang, speaking for the first time at Mines and Money London, shares his views on:• Why are Chinese companies looking overseas for their investments?

What is Zijin’s investment rationale?• Why Canada? Examining recent deals, partnerships and JVs with Barrick

Gold, Ivanhoe and Shandong Gold• Perspectives on resource nationalism – what is the approach of Zijin Mining?George Q. Fang, Executive Director, Senior Executive Vice President, Zijin Mining

09:40 “A gold mine is a hole in the ground with a liar at the top.” Mark Twain

KEYNOTE DEBATE Should mining promoters be more praised or damned?1987’s “Fleecing the Lamb” is the seminal book on the illicit practices of the Vancouver Stock Exchange. Fast forward to 1997 where we saw the infamous Bre-X scandal, again not helped by promoters putting principle before profit. Fast forward to 2018 and given what happened to stocks like Garibaldi and New Nadina, have things changed? Have brokers cleaned up their act or is ‘pump and dump’ still de rigeur? Do newsletter serve their subscribers or serve the promoters and newsletter writers that often finance them?

In this entertaining but educational debate, we pit one industry veteran heavyweight against and up and coming contender to discuss the good, the bad and the ugly of mining promotion.Praised: Rick Rule, President & CEO, Sprott HoldingsDamned: Stephen de Jong, Chairman, Integra Resources Corp, Winner 2017 Young Mining Professionals Peter Munk Award



09:00 Introduction from Mines and Money Canada’s Host Keith Spence, President & Partner, Global Mining Capital, Member of the Board of Directors, The Prospectors & Developers Association of Canada (PDAC)


CANADA SHOWCASE THURSDAY 29TH NOVEMBER

11:10 KEYNOTE ADDRESS Where are the future opportunities for exploration in the Canadian mining industry?Exploration Insights is rated by many as the best independent newsletter writer. Joe is rated as one of the world’s leading experts on exploration discoveries. In this presentation he focuses on opportunities in Canadian and TSX listed exploration companiesJoe Mazumadar, Economic Geologist/Analyst, Exploration Insights

15:00 AND NOW FOR SOMETHING COMPLETELY DIFFERENT…. Out of the Box Keynote Address: Improve your mining deal-making negotiation skills – lessons from a hostage negotiatorAfter military service (where Richard saw action in Northern Ireland and spent time guarding Rudolf Hess in Spandau Prison) he went into the private sector and then joined the Metropolitan Police. After decades as a detective investigating serious crimes, Richard was invited to become a hostage negotiator. His success was such that he was appointed Lead Trainer at the National Hostage and Crisis Unit at Scotland Yard, training hostage negotiators across the UK.During this time Richard was involved in an advisory capacity with the FBI, the UN, The Indian Secret Services, The Scorpions in Mandela’s South Africa and The World Food Programme, among others.In this entertaining, interactive and challenging presentation Richard will cover how to:• Gain and build trust and rapport • Glean information without asking questions • Interpret the true significance of what’s being said • Use conversational conventions to boost your influence • Position an action as desirable using your client, colleague or companion’s core values, rather than your ownRichard Mullender, Former Hostage Negotiator

15:45 Out of the Box Keynote Address: Using AI to understand and influence investor behaviourImagine being able to predict how a mining company’s shareholders would react to a takeover bid? Imagine being able to understand the dynamic of a mining company shareholder register can change and be influenced over time? This is guaranteed to be one of the most amazing and jaw-dropping presentations you will hear this year.• Using machine learning algorithms to identify different investor categories and extrapolating them into heatmaps • Examining how investor’s expectations, earnings, expenses can be seen with these algorithms • Understanding how technology can help provide visibility on shareholder dynamicsGrant Fuller, Co-Founder, Irithmics

11:40 KEYNOTE ADDRESS: CRY WOLF Grant is portfolio and strategy advisor to Vulpes Investment Management in Singapore and one of the founders of Real Vision Television — an online, on-demand finance channel showcasing the brightest minds in finance. His presentations are always rated the highest by attendees. The best presenter in the business.Grant Williams, CEO and Founder, Things that Make you Go Hmmm…

14:00 MINISTERIAL DEBATE How well is Canada enhancing its position as the epicentre of the Junior mining sector?• Which Canadian jurisdictions do our panellists rate at having done the most to improve inward investment attractiveness over the last year and why? • And which ones have gone down in their estimation? • A review of the latest legislation from Canadian provinces – what individual initiatives have they undertaken? • What measures have the TSX/V, CSE and CVE implemented?Ross Bhappu, Partner, Head of Private Equity Funds, Resource Capital Funds

10:40 Premium Spotlight: PolarX

10:50 Premium Spotlight: Nemaska Lithium



16:40 Close of Canada Showcase

14:40 Keynote Address reserved for sponsor

12:30 Break


SPOTLIGHT THEATRE THURSDAY 29TH NOVEMBER

10:30 Gold and Cryptocurrencies – Friends or Foes? Torsten Dennin, Founder and CEO, Lynkeus Capital

11:00 Mining Spotlight: Gold - Nulegacy Gold

14:30 Mining spotlight: US project listed on TSX/V - Canarc Resources

14:40 Mining spotlight: US project listed on TSX/V

14:50 Mining spotlight: US project listed on TSX/V

15:00 Mining Spotlight: Cobalt

15:10 Mining Spotlight: Lithium - MGX Minerals

15:20 Mining Spotlight: Graphite - Ceylon Graphite

15:30 Base Metals Investment Thesis Is EV the main reason why investors should be coming back to nickel? Frank Nikolic, Manager Market Intelligence, Vale Canada

15:50 Mining Spotlight: Iron Ore

16:00 Mining Spotlight: Copper Foran Mining

16:10 Mining Spotlight: Nickel


16:20 Mining Spotlight: Zinc - Thunderstruck Resources

11:10 Mining Spotlight: Gold – Triumph Gold


14:00 Canada Investment Outlook Do prospector generators offer a better investment strategy than ETFs or simple stock picking? Joe Mazumadar, Economic Geologist/Analyst, Exploration Insights

12:00 Mining Spotlight: Canada - Aston Bay

12:10 Mining Spotlight: Canada - Torq Resources

12:20 Mining Spotlight: Canada - Trevali Mining

12:30 Mining Pitch Battle – World Cup Heat 5: CanadaJudges: Mark Burridge, Managing Partner, Baker Steel Capital Managers

11:30 BATTERY METALS INVESTMENT THESIS Is there anything replacing lithium-ion batteries any time soon?The current accepted thesis is that lithium-ion batteries are here to stay for the next 20 to 30 years. However, with the rate of technological change what’s to say lithium-ion batteries won’t be usurped by a new challenger? If so what are the implications for the mining industry? Professor Donald Sadoway, John F. Elliott Professor of Materials Chemistry, MIT

16:30 PRECIOUS METALS INVESTMENT THESIS Golden Triangle – Red hot opportunity or overhyped?John Newell, Portfolio Manager, Fieldhouse Capital Management


INVESTMENT ROUNDTABLESTUESDAY 27TH NOVEMBER WEDNESDAY 28TH NOVEMBER

14:00 Meet the investor roundtable Nick Stansbury, Portfolio Manager, Legal & General

Commodity roundtable: CobaltCountry roundtable: Tanzania

10:00 Meet the investor roundtable: How can you benefit from having a silver weighting investment strategy as part of your portfolio Ian Williams, Chairman, Chief Executive, Charteris

Commodity roundtable: LithiumState roundtable: Queensland

10:00 Meet the investor roundtable: Identifying battery metals thematics for 2019 Will Smith, Portfolio Manager, Westbeck Capital Management

11:00 Meet the investor roundtable To hedge or not to hedge? Jayant Bhandari, Analyst - Mining & Metals, Anarcho Capital

14:00 Meet the investor roundtableCommodity roundtable: ZincProvince roundtable: Yukon

15:00 Meet the investor roundtableCommodity roundtable: NickelProvince roundtable: Quebec

11:00 Meet the investor roundtable: Gold backed cryptocurrencies – Friends or Foes? Commodity roundtable: GoldState roundtable: Western Australia

14:00 Meet the investor roundtable: After the land rush: why you are not too late for lithium Michael Colligan, Partner, Blue Lakes Advisors

15:00 Meet the investor roundtable How can the industry attract/win back generalist investors – new approaches to feasibility studies Jamie Strauss, Founding Partner, Strauss Partners

14:45 Meet the investor roundtable: Private equity in mining Philip Clegg, Investment Manager, Orion Resource Partners

Commodity roundtable: GoldCountry roundtable: Zambia Rudolph de Bruin, Co –Founder, AMEDFunds

15:30 Meet the investor roundtableCommodity roundtable: Copper Richard Crookes, Investment Director, EMR Capital

Country roundtable: South Africa

16:15 Meet the investor roundtable: Commodity roundtable: PlatinumCountry roundtable: Zimbabwe

THURSDAY 29TH NOVEMBER

A great opportunity to meet with mining

companies, investors and financiers, all in one place

at the same time CAROLINE DONALLY

DIRECTOR DENHAM CAPITAL


CONFIRMED SPONSORS & EXHIBITORS INCLUDE:

LIMITED

AfricaProspect Development

Zambia


FLOORPLAN

Mining Hubs

Media Zone

Zone 1 - Base & Bulks

Zone 4 - Precious Metals

Zone 2 - Battery & Energy Metals

Mines and Technology Exhibition

Zone 3 - Precious Metals

S&P

Glo

bal

Mar

ket

Inte

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ce

D1

AscendantResources

B4

GBM

Min

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sEn

gine

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g

B1

D2

EndeavourMining

B5 B3B7PWMining

International

B13 B11

Aston BayHoldings

B26RPS

B20Myanmar Metals

B22Denison MinesB30 Pasinex

Resources

B28

DMTConsulting

C1

CeylonGraphite

E9 GoviexUranium

E7

E8MGX MineralsE6

Northern ShieldResources

C13

E17 E15

AurynResources

C11

E16

E27 E25Golder

AssociatesC21Stratex

InternationalC23

DGR GlobalC22

PanoroMinerals

E26DGR Global

C24

AMCConsultants

E28

B24

AuraniaResources

C3

NQ MineralsC12

Redstar GoldC14

CardinalResources

C16

E18

Triumph GoldC15

G5

B6

ALSMinerals

D13DGR Global

D3

D4

DavenportResources

D9DGR Global

D5D7

D8D10ProjectExpertsNetwork

D14 D6

GV GoldC2Randgold

ResourcesC4

AvrupaMinerals

C5

EnergoldGroup

C25

C26

Benton Resources &Metals CreekResources

B2

B9

Mines and MoneyExploration and

Innovation TheatreG7

STAGE

B10 DeepSouth

Resources

B8Trevali MiningCorporation

B12

Xanadu MinesE5

E4

E13

NemaskaLithium

E14

E23

GulfManganese

E24

D12

MitchellServices

D11

Metal TigerD24D26D28D30 D22

Lumina GoldD20

CountryPavilion

P2

Country Pavilion

P6

CountryPavilion

P1

Country Pavilion

P5

Show Feature

M1

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M4

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M10

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PolarXC17

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OlympusEuropa

E3

G1G3

CountryPavilion

/Africa

ProspectDevelopment

Zambia

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P3

M7

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GuruCafe

Royal RoadMinerals

F1 ZCCMInvestments

Holdings

F2

LevonResources

C18

Asia

met

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ourc

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C20

A4A5Telefonica

International

A6ERAMETResearch

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Mck

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Co

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SRK

Con

sulti

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EIT

Raw

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A9 A2

ABB

Switz

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Mic

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Ref

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Ther

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Fish

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A12

A13A14

Knight PiesoldE2

CasinoMinerals

E12

BushveldMinerals

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MS AnalyticalE22

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Mines and TechnologyConference Theatre

Behre Dolbear

C7

Matching Lounge

Silix

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A16A18

Rie

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ETF

Min

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A17

EXIT EXIT

EXITEXIT

EXIT

OpenFoyer

Organisers

Office

SHOWENTRANCE

UP

UP

ENTRANCE TO

CONFERENCEDelegateand

Investor Catering Area

Issue Number : 269Issue Date : 14 Aug 2018

Drawn By : [email protected] : N.T.S.

This year we are introducing “The Zones” each broken down by commodity: Base & Bulks; Battery & Energy and Precious Metals. This means that you will be surrounded by your ideal target market to network with and find solutions to your challenges

GET INVOLVED AT THE LARGEST ANNUAL MINING EVENT J Networking with 2500+ Senior level executives

J Meet 600+ with 3.6 trillion assets under management

J Get your brand recognised by decision makers and buyers

J All of your industry colleagues are attending, get ahead of the competition before your competitors do

J You will be covering Africa, Europe, Asia, Middle East, Australian and Canadian regions all just in 4 days, saving you time and money

WHO SPONSORS?J Mining companies

J Exchanges

J Banks

J Brokers

J Government

J Consultants

J Legal

J Technology

THIS YEAR THE EXHIBITION IS

33% LARGER THAN 2017


DON’T JUST TAKE OUR WORD FOR IT .....

Allows me to meet industry participants

and stimulates debate and critical thinking

MARKUS BACHMANN FUND MANAGER

CRATON CAPITAL

Incredible content, excellent speaker fantastic networking opportunities for investors and miners

FRANK HOLMES CEO AND CHIEF INVESTMENT OFFICER

US GLOBAL INVESTORS

Mines and Money is an unmissable stop in the calendar of global mining investor events

TOMMY HORTON CO-CHAIR

ASSOCIATION OF MINING ANALYSTS

Still the granddaddy

of all London’s mining

MARK TYLER LONDON REPRESENTATIVE

AURAMET TRADING

Mines & Money remains one of the best opportunities to network with

colleagues to discuss business opportunities and raise capital

RUDOLPH DE BRUIN CO –FOUNDER AMED FUNDS

A very successful

eventGILBERT CLARK

PARTNER SENTIENT EQUITY PARTNERS

Mines and Money London is the place to be to kick off the mining sector corporate winter season

ANDOR LIPS FUND MANAGER

COMMODITY DISCOVERY FUND

Mines and Money London is the place for reaching the broadest possible audience in

the resource and resource-financing industriesCHRIS POWELL

SECRETARY/TREASURER GOLD ANTI-TRUST ACTION COMMITTEE


PRICINGEarly Bird price

(Book by 28th September) Final price

4 day pass (3 day pass +1)• Access to all 4 days• Mines and Alternative Finance• Mines and money Royalty & Streaming session• Access to exhibition floor• Access to social agenda functions• Access to matchmaking

£2,095 £2,395

3 day pass (All access Tuesday to Thursday)• Access to all 3 days• Access to all conference sessions• Access to exhibition floor• Access to social agenda functions• Access to matchmaking

£1,695 £1,995

Investor pass (All access)Please visit our website to apply for a free investor pass.• Access to all 4 days• Access to all conference sessions• Access to exhibition floor• Access to social agenda functions• Access to matchmaking

Free* Free*

* Full details of the terms and conditions for investors can be found on our website


Phone +44 (0) 208 004 3888 or +852 2219 0111

[email protected]

Mail to Customer Services: Room 1201-1203, 12/F, Siu On Centre, 188 Lockhart Road, Wanchai, Hong Kong

PROMO CODE:

ML1275

4 Day Pass Early Bird price (Book by 28th September) £2,095 Final Price £2,395

3 Day Pass Early Bird price (Book by 28th September) £1,695 Final Price £1,995

Awards Gala Dinner£595 Gala only

£350 MM delegates

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On-site registration/payment: £150 + VAT surcharge will be collected and no discounts available. Early bird rates are contingent upon payment being received within 14 days from the registration date ; Or on or before the registered early bird period whichever is the soonest. Group discounts are available for three or more bookings from one company, please contact the organisers for more information. All payment need to be fully settled prior the event.

Payment Details

Please Note: All discounts can only be applied at the time of registration and discounts cannot be combined. In the event that more than one discount is applicable, delegates will receive the discount with the highest value. All discounts are subject to approval. Please note the conference fee does not include travel or hotel accommodation costs.

Please check visa entry requirements for the country hosting the conference. The organiser will not be liable for any attendee refused to enter into the country.

* Payments by credit card may be processed in Great British Pound (GBP). We accept MasterCard, Visa & AMEX. When paying by credit card you may incur a credit card surcharge, banking and currency conversion fees and you will need to accept the risk associated with any currency fluctuations.

1. Should you be unable to attend, a substitute delegate is always welcome at no extra charge.

2. Alternatively, the organisers can also provide a credit note for attendance at the any other Mines and Money event for cancellations received 14 days prior to the event. Alternatively, a 50% refund will be provided for cancellations received in writing (letter or facsimile) no later than four weeks prior to the event; thereafter we regret no refunds or credit notes can be arranged.

3. The organisers reserve the right to alter the programme without notice including the substitution, alternation or cancellation of speakers and / or topics and / or alternation of the dates and / or location of the event.

4. The organisers are not responsible for any loss or damage as a result of a substitution, alternation, postponement or cancellation of any event.

©2018 Mines and Money Events Ltd. All rights reserved.

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All prices are subject to VAT

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