www.weare121.com

Interested in sponsoring or presenting, please contact: pablo.martin@weare121.com or toby.duckworth@weare121.com

Mining companies confirmed to participate include:

Research partner:

Gold Sponsors:

Platinum sponsors:

Hanre Rossouw

Portfolio Manager

Investec Asset

Management

Mike Stirzaker

Investment Director

Pacific Road Capital

Anthony Milewski

Vice President

Pala

Richard Crookes

Investment Director

EMR Capital

Georges Lequime

Investment Advisor

Earth Resources

Investment Group

John Meyer

Mining Analyst & Partner

SP Angel

Ian Harebottle

Chief Executive Officer

Gemfields PLC

PR partner:

Stephen Brown

Portfolio Manager

Fairtree Capital

Rob Still

CEO

Pangea Group

Mark Tyler

Senior

Investment Banker

Nedbank CIB

Clifford Elphick

CEO

Gem Diamonds

Johan Dippenaar

Chief Executive

Petra Diamonds

Scott Marsh

Portfolio Manager

Hawkes Point Capital

AND - Diamond and gemstones

panel featuring:

Julian Treger

CEO

Anglo Pacific Group &

Principal, Audley Capital

Peter Major

Mining Consultant

Cadiz Corporate

Solutions

Willem Middelkoop

Founder

Commodity

Discovery Fund

Dr Annette Buttner

Head of Projects,

Thyssenkrup

Metallurgical Products

William Lamb

President, CEO and Director

Lucara Diamond

David Street

Principal

Tembo Capital

Terence Craig

CIO

Element Investment

Managers

Mark Sawyer

Senior Partner

Greenstone

Resources

Lawrence Roulston

President, Quintana

Resources Capital

Nick Farr-Jones

Director, Taurus Funds

Management

David Couldridge

ESG Analyst

Investec Asset

Management

Rudolph de Bruin

Co-Founder

AMED Funds

Neil Gregson

Portfolio Manager

JP Morgan Global

Natural Resources Fund

David Derrez

Head of Mining Finance

Natixis

Stephen McIntosh

Global Head

of Exploration

Rio Tinto

Stephen Bartrop

CEO & CIO, Breakaway

Investment Group

Lara Smith

Managing Director

Core Consultants

Warwick Grigor

Chairman

Far East Capital

Leading analysts and industry opinion formers:

Philip Newman

Director

Metals Focus

Kieron Hodgson

Mining Analyst

Panmure Gordon

Verne Grinstead

Managing Partner

Appian Capital

Alhassane Haidara

Chief Investment Officer

Head of Mining Team

African Development Bank

Bar sponsor:

NEW for 2016

Special “in conversation” session

Robert Friedland

Executive Chairman

and Founder

Ivanhoe Mines

Lunch sponsor:

Molahlehi Msimanga

Deputy MD

Chancellor House

Holdings

Thomas Lagree

Director Precious Metals

BNP Paribas

David Paterson

VP - Local Economic

Development

Konkola Copper Mines

Panel sponsor:

AND

Hear from and meet with leading mining capital providers including:

EVENT FEATURES AND PARTICIPANTS

www.weare121.com

INVESTORS MEET MINERS 1-2-1

IN NEWLY-DESIGNED MEETING

SPACES FOR EXTRA PRIVACY IN

2016

INTERACTIVE INVESTOR-LED

PANEL DISCUSSIONS, PLUS

CORPORATE PRESENTATIONS

RELAXED NETWORKING

FUNCTIONS TO HELP YOU SEEK

OUT NEW DEALS AND

PARTNERSHIPS, INCLUDING

BRAAIS, BUFFETS & SUNDOWNERS

MEET

LEARN

ENGAGE

Entry is limited to investors, analysts and the management teams of mining

production, development and exploration companies.

Investors and analysts participating in the 2015 event included:

Advance Emerging Capital

AET & Partners

Africa Mineral Exploration &

Development

Altus Capital

Anglo Pacific

Anson Group

Apaton Capital

Appian Capital Advisory

Armadale Capital

Ata Resources Fund

Atlas Financial International

BAC

Beaufort Securities

Bell Potter Securities

Blakeney Management

BPI Asset Management

Cadiz Corporate Solution

Charles Stanley Securities

Consolidated Mining &

Investments

Consolidated Nickel Mines

Denham Capital

Earth Resource Investment Group

El Oro

Element Investment

Management

EMR Capital

Fifth Avenue Capital

Fig Tree Advisors

Genesis Investment

Management

Gunvor Singapore

Hume Capital

IFC

Industrial Development

Corporation

Investec Asset Management

Jub Capital

Kwanda Capital

Investments

Laurium Capital

Liberum

Lion Selection Group

Midas Investment

Management

MSF Capital

NurtureEx

Old Park Lane Capital

Oxford Mining Club

Pacific Road Capital

Management

Pala Investments

Pangea Exploration

Plinian Capital

Polo Capital

Prescient Securities

Private Investor

Public Investment

Corporation

RDP Fund Managers

RMB Resources

Sandown Bay Capital

Shard Capital Partners

Siderian Resource Capital

SP Angel

Somercourt Investments

Sovereignty Capital Advisers

Taurus Funds Management

Tembo Capital

Templeton Securities

The RBS Investment Group

Trailstone Group

US Global Investors

VSA Capital

W H I Stockbrokers

Wogen Resources

Yorkville Advisors

Zico Investments

Public Equity Funds 48.96%

Private Equity 33.33%

Investment Holding Company 7.29%

Securities Analyst 4.17%

Private Client Broker 2.08%

Metal Traders 2.08%

Royalty/Streaming 1.04%

Private Investor 1.04%

CONNECTING MINERS TO INSTITUTIONAL

INVESTORS AND RESOURCE ANALYSTS

INVESTORS AND ANALYSTS IN 2015

BY COMPANY TYPE

‘A great format and highly professionally run event that allows mine

developers to meet new financiers.’

ANDREW SPINKS, EXECUTIVE DIRECTOR, KIBARAN RESOURCES

CONFERENCE OUTLINE

Monday 8 February 2016

www.weare121.com

1-2-1 private meetings

121 Mining Investment will feature two days of 1-2-1 meetings held alongside the conference programme, in the gardens of the Welgemeend

08:00 Registration and morning coffee

08:50 Welcome remarks and business card exchange

Mining investment state of play

09:00 Investor panel: Exploring the “new normal” for mine

finance and investment

• The market is not homogeneous - Where are each of the key

metals in the cycle?

• Have PE and “alternatives” supplanted traditional capital

raising approaches?

• Setting realistic project goals - What type and size of project

will investors fund in the current market?

• Investment ideas for 2016

Moderator: John Meyer, Mining Analyst & Partner, SP Angel

Panelists include:

Julian Treger, CEO, Anglo Pacific Group & Principal, Audley Capital

Mark Sawyer, Senior Partner, Greenstone Resources

Scott Marsh, Portfolio Manager, Hawkes Point Capital

Neil Gregson, Portfolio Manager, JP Morgan Global Natural

Resources Fund

Rob Still, CEO, Pangea Group

09:40 Exploration keynote

Ken Tainton, Exploration Director, Africa-Eurasia, Rio Tinto

Opportunities in: Producers

10:00 Endeavour Mining - Creating a premier African gold producer

Neil Woodyer, CEO, Endeavor Mining

10:10 Jinchuan International - An update on activities

Peter Albert, CEO, Jinchuan Group International Resources

10:20 Shanta Gold

Dr Toby Bradbury, CEO, Shanta Gold

10:30 Tiger Resources - Tiger resets DRC Kipoi copper mine

Michael Griffiths, Interim CEO, Tiger Resources

10:40 Base Resources - Surviving the downturn and positioning for growth

Tim Carstens, Managing Director, Base Resources

10:50 Ariana Resources - Turkey’s next gold producer

Michael de Villiers, Executive Chairman, Ariana Resources

11:00 Refreshments and networking on the veranda

11:30 Private equity investor panel: Adding value - Benefits of

the PE approach

• Why miners should choose PE over public equity funds

• Our panelists’ key criteria for selecting a mining investment

• Taking a hands-on approach without alienating existing management

• Setting realistic goals - How much cash-flow is enough?

• Up-skilling the board to turn an exploration company into a

mining company

Moderator: Charles Bond, Partner, Wragge Lawrence Graham & Co

Panelists include:

Verne Grinstead, Managing Partner, Appian Capital

Richard Crookes, Investment Director, EMR Capital

David Street, Principal, Tembo Capital

Anthony Milewski, Vice President, Pala Investments

Mike Stirzaker, Investment Director, Pacific Road Capital

Management

Opportunities in: Producers and advanced developers

12:10 Xtract Resources - Building the first commercial gold mine

in Mozambique

Jan Nelson, CEO, Xtract Resources

12:20 Monument Mining - Project pipeline building, diversification

and de-risking in a challenging market

Robert F Baldock, CEO & President, Monument Mining

12:30 Beowulf Mining

Kurt Budge, CEO, Beowulf Mining

12:40 Caledonia Mining Corporation - A low-cost, expanding

Zimbabwean gold producer

Mark Learmonth, CFO, Caledonia Mining

12:50 Armadale Capital - Targeting commercial gold production at

the Mpokoto Gold Project, DRC, in 2016

Justin Lewis, Director, Armadale Capital

13:00 Braai lunch on the upper lawn

14:00 Investor/analyst panel: State of the market for diamonds

and gemstones project investment

• Examination of supply, demand and price trends

• Assessment of the potential for consolidation and price

manipulation in the diamond sector

• Criteria for selecting a diamond or gemstones investment

Panelists include:

Clifford Elphick, CEO, Gem Diamonds

Ian Harebottle, CEO, Gemfields

William Lamb, President, CEO and Director, Lucara Diamond

Johan Dippenaar, CEO, Petra Diamonds

Kieron Hodgson, Mining Analyst, Panmure Gordon

Opportunities in: Diamonds and Gemstones

14:40 Lucapa Diamonds

Stephen Wetherall, CEO, Lucapa Diamond

14:50 Gem Diamonds

Clifford Elphick, CEO, Gem Diamonds

15:00 Petra Diamonds - A leading independent diamond producer

Johan Dippenaar, CEO, Petra Diamonds

15:10 Lucara Diamonds Corp - Where bigger is

William Lamb, President and CEO, Lucara Diamond

15:20 Refreshments and networking on the veranda

Opportunities in: Specialty metals and energy metals

15:50 Plateau Uranium - Developing Peru’s uranium potential

Ian Stalker, Chairman, Plateau Uranium

16:00 African Energy - Developing multiple large scale power

projects for Southern Africa

Charles Frazer Tabeart, Managing Director, African Energy Resources

16:10 Galaxy Resources - Strongly positioned for growth in the lithium market

Anthony Tse, Managing Director, Galaxy Resources

16:20 Pilbara Minerals - Production, cash flow, growth - An

emerging Australian strategic metals producer

Neil Biddle, Executive Director, Pilbara Minerals

16:30 Mkango Resources - Spearheading development of Malawi’s

rare earth sector

Will Dawes, CEO, Mkango Resources

16:40 Metals of Africa - Taking graphite to new levels - targeting the

surging Li-ion battery demand

Cherie Leeden, Managing Director, Metals of Africa

16:50 Lithium Australia - Mica: The lithium source to fill the supply gap

Adrian Griffin, Managing Director, Lithium Australia

17:00 Investor/analyst panel: Metals and minerals

outlook - Which commodities will outperform in 2016?

• Investing in base and bulks - Long view strategies for cyclical markets

• Beyond the ordinary - Demand drivers for specialty metals

• Uranium: Timing your re-entry into the sector

Panelists include:

Stephen Bartrop, CEO & CIO, Breakaway Investment Group

Lara Smith, Managing Director, Core Consultants

Warwick Grigor, Chairman, Far East Capital

17:30 121 Cocktail reception

CONFERENCE OUTLINE

Tuesday 9 February 2016

www.weare121.com

1-2-1 private meetings

Mining companies will host fund managers, financiers and analysts in branded meeting spaces in the gardens of the Welgemeend

08:00 Morning coffee

08:45 Day two opening remarks

Mining investment state of play

09:00 Panel: Bringing the investment dollars back into South African mining

• What South African miners, unions and government need to do

to attract investment into the country’s mining sector

• How can these three key stakeholders work together for the

benefit of the industry and the country?

• Which African countries are making the most progress in attracting

investment and creating jobs in mining? Lessons for SA

Panelists include:

Rudolph de Bruin, Co-Founder, AMED Funds

Peter Major, Mining Consultant, Cadiz Corporate Solutions

Molahlehi Msimanga, Deputy MD, Chancellor House Holdings

Stephen Brown, Equity Portfolio Manager, Fairtree Capital

09:35 Investor/analyst panel: Precious metals investment - The

outlook for gold, silver and PGMs

• Impact of macro-economic trends on precious metals prices

• Gold as a safe haven - Does this assumption still hold true?

• How currency trends are creating advantages for precious metals miners?

• Gold, silver and PGMs in Africa - Risks and opportunities

Moderator: John Meyer, Mining Analyst & Partner, SP Angel

Panelists include:

Willem Middelkoop, Founder, Commodity Discovery Fund

Georges Lequime, Investment Advisor

Earth Resources Investment Group

Hanre Rossouw, Head of Resources, Frontier and

Emerging Markets, Investec Asset Management

Philip Newman, Director, Metals Focus

Opportunities in: Precious metals and more

10:10 Mariana Resources - Hot Maden high grade gold-copper

development project , Turkey

Glenn Parsons, CEO, Mariana Resources

10:20 Galane Gold - The transition continues

Nick Brodie, Managing Director, Galane Gold

10:30 Stratex International - Growing a gold company through

exploration and acquisition

Bob Foster, CEO, Stratex International

10:40 Oklo Resources - Exploring for multi-million ounce gold

deposits in Mali

Simon Taylor, Managing Director & CEO, Oklo Resources

10:50 KEFI Minerals - 1st international financing of a Gold Mine in Ethiopia

Harry Anagnostaras-Adams, Executive Chairman, KEFI Minerals

11:00 Refreshments and networking on the veranda

Opportunities in: Potash and phosphate

11:20 Avenira - Nearing rock phosphate production in Senegal:

Making a difference

Cliff Lawrenson, Managing Director & CEO, Avenira Limited

11:30 Danakali - Colluli: Positively Unique

Paul Donaldson, CEO & Managing Director, Danakali

11:40 “Meet the lenders” panel: Strategies to secure project finance

• Availability of debt finance: Who is lending and to what type of project?

• Capex too high? What size of project can get funded in this market?

• Sources of alternative debt financing: State of the market for

streaming, off-taker financing and mezzanine debt

Moderator: Ian Coles, Partner, Mayer Brown

Panelists include:

Thomas Lagree, Director - Precious Metals, BNP Paribas

David Derrez, Head of Mining Finance, Natixis

Mark Tyler, Head of Resources, Nedbank CIB

Nick Farr-Jones, Director, Taurus Funds Management

Dr Annette Buttner, Head of Projects, ThyssenKrupp Metallurgical

Products

Opportunities in: Generating the next wave of projects

12:10 Predictive Discovery - Maximum opportunity with minimal

capital requirements through a JV strategy

Paul Roberts, Managing Director, Predictive Discovery

12:20 Strandline Resources - Creating a pipeline of high value

Mineral Sands development opportunities in Tanzania

Richard Hill, Managing Director, Strandline Resources

12:30 OreCorp

Matthew Yates, CEO & Managing Director, OreCorp

12:40 West Wits Mining - Explore, Evaluate, Extract

Michael Quinert, Chairman, West Wits Mining

12:50 Orion Gold - Prieska Copper Project: An advanced, world class

VMS copper-zinc project

Errol Smart, Managing Director & CEO, Orion Gold

13:00 Buffet lunch on the upper lawn

14:00 CSR panel: Investing for Africa’s future - Mining as a catalyst

for sustainable development across the continent

• Challenges of turning economic gains from mining into

broader sustainable development outcomes

• Examples of mining companies that are helping drive

development in their host communities

• Importance of prioritizing CSR when selecting a mining investment

• Going beyond basic legal requirements - Why a proactive approach

to CSR and development produces long-term investment benefit

Moderator: Clare Pope, Partner, Squire, Patton, Boggs

Panelists include:

Alhassane Haidara, Chief Investment Officer - Head of Mining

and Manufacturing Teams, African Development Bank

Terence Craig, CIO, Element Investment Managers

David Couldridge, ESG Analyst, Investec Asset Management

David Paterson, VP- Local Economic Development

Konkola Copper Mines

Opportunities in: Around Africa

14:30 Thani Stratex Resources

David Hall, CEO, Thani Stratex Resources

14:40 Apollo Consolidated - New Frontier Gold Exploration Côte d'Ivoire

Nick Castleden, Executive Director, Apollo Consolidated

14:50 Triton Minerals

Garth Higgo, CEO and Managing Director, Triton Minerals

15:00 North River Resources - Developing a brownfield lead, zinc

and silver mine in Namibia

James Beams, CEO, North River Resources

15:10 Richland Resources - New sapphire production in Australia

Bezant Resources - Near term platinum production outside South Africa

Dr. Bernard Olivier, CEO, Richland Resources

Laurence Read, Director, Bezant Resources

15:20 Stop drilling - Start generating cash-flow: New strategies for

today’s mine developer

• How focusing on cash-flow will attract new pools of capital to

the mining sector

• When to stop drilling and start digging

• Strategies to get the cash flowing quickly

Lawrence Roulston, President, Quintana Resource Capital

15:45 Closing special guest keynote

In conversion with...

Robert Friedland, Executive Chairman

and Founder, Ivanhoe Mines

Neil Gregson, Portfolio Manager

JP Morgan Global Natural Resources Fund

Interactive roundtables

16:30 Farewell sundowners and investor/analyst round tables

on the lawn - Join round-table discussions led by leading

resource investors and analysts:

• Graphite - Warwick Grigor, Chairman, Far East Capital

• Critical metals - Lara Smith, Managing Director, Core Consultants

• Cash flow generation strategies - Lawrence Roulston,

President, Quintana Resource Capital

18:00 See you in 2017

www.weare121.com

If you are interested in sponsoring or becoming a corporate presenter at any of the 121 MINING INVESTMENT

events please contact pablo.martin@weare121.com or toby.duckworth@weare121.com