December 1-5, 2013 | business Design centre London 2013
Where quaLity mining projects secure investment capitaL
Shayne McGuire Head of Research & Portfolio Manager, GBI Gold Fund Teacher reTireMenT SySTeM of TexaS
Mark Bristow CEO randGold reSourceS
Markus Bachmann CEO and Fund Manager craTon capiTal
Trevor Mills Senior Advisor apollo ManaGeMenT
ani Markova Vice President and Portfolio Manager aGf inveSTMenTS
Bernie Sheahan Global Director for Infrastructure & Natural Resources ifc
pan Guochen President and CEO china hankinG holdinGS
Biao chen Managing Partner JinJianG MininG fund
Michael Scherb General Partner appian capiTal adviSory
andrew pullar CEO The SenTienT Group
Joe Zhang Chairman china MeZZanine capiTal
Bert koth Director denhaM capiTal
John Meyer Partner – Head of Resources Sp anGel
George fang Group Managing Director and Head of Mining and Metals (China) STandard Bank
kunal Shah Head of Commodities Research nirMal BanG
Mark Tyler Joint-head of Mining & Resources nedBank capiTal
vaughan Wickins Executive: Mining and Metals STandard Bank
dr dierk paskert CEO rohSToffallianZ – reSource alliance
investment anD finance keynotes from
special guest presentation
mining investment anD financing strategies exploreD by
John Hathaway Senior Managing Director, and Portfolio Manager tocqueville asset management
randy smallwood President and CEO silver WHeaton
rick rule Chairman sprott us HolDings
frank Holmes CEO and Chief Investment Officer us global investors
michael belkin Author tHe belkin report
platinum sponsors
Plus more speakers to be announced
alreaDy confirmeD on tHe programme
aDvance
agenDa
book by
6 september
to save up
to gbp600
registration & enquiries: visit: WWW.minesandmoney.com/London emaiL: [email protected] or caLL +44 (0) 20 7216 6056
mines anD money lonDon
Will Deliver
❚ The widest selection of mining investment opportunities under one roof in Europe
❚ The biggest gathering of qualified investment capital providers under one roof in Europe
❚ Online meeting planner to help you to connect with your fellow delegates
❚ Content-packed conference agenda filled with investment insights and capital raising ideas
❚ A well-organised and trusted event renowned for its buzz and deal-sourcing potential
europe’s leaDing mining investment anD capital
raising forum
NEW for 2013
} Extra conference and exhibition day to boost learning and networking
} Structured networking at investor roundtables and breakfast briefings
} Wider range of funding structures and sources covered
} Enhanced business matchmaking system
} New conference formats to enhance interactivity
eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063
Creating and investing in the next generation of mining projeCts
WHy attenD mines anD money?
INVESTORSSource fantastically valued investment opportunities among the 260 mining companies on display – Could this be the buying opportunity of a lifetime?
MINERSSeek out funding from sovereign wealth funds, pension funds, equities fund managers, private equity funds, royalty and stream financiers, debt capital providers, hedge funds and private investors gathered together for the event.
We asked 6 Investors, 4 Miners, 3 Finance Consultants and 1 Engineering Firm to explain why they attend Mines and Money London. Watch the video to see what they said…
DECEMBER 1-5, 2013 | BUSINESS DESIGN CENTRE LONDON 2013
REGISTRATION & ENQUIRIES: VISIT: WWW.MINESANDMONEY.COM/LONDON
The 11th annual Mines and Money London Conference and
Exhibition comes at a time of great change and opportunity
for the mining industry.
After a year of falling valuations, expect a wave of acquisitions and
mergers, value investments and refi nancings, coupled with emergence
of a raft of new fi nancing structures and funding sources.
WHAT’S NEW IN 2013?
❚ Extra conference and exhibition day to boost learning and networking
❚ Structured networking at investor roundtables
❚ Wider range of funding structures and sources covered
❚ Enhanced business matchmaking system
❚ New conference layout to enhance interactivity
Turning market intelligence and networking into deal-making
Designed fi rst and foremost as a networking and deal-making forum,
Mines and Money London helps mine developers to raise capital and
investors to discover high potential mining investment opportunities
from around the world
Join 3000+ mining investors, fi nanciers, brokers and developers at the
historic Business Design Centre and be part of the deal-making at the
heart of Europe’s number one mining investment and fi nance forum.
If you book before 6 September, you can save up to £600 o� your
pass. Visit www.minesandmoney.com/london to register or call
+44 (0) 20 7216 6056.
I hope to see you in December at Mines and Money London 2013.
Leo StempConference DirectorMines and Money
europe’s global mining investment forum
u 5 Days of conference, exHibition anD netWorking functions
u 57 countries representeD
u 80 mining companies presenting on stage
u 260 international mining companies in tHe exHibition
u 1,000 investors anD financiers in attenDance
u extensive range of genuine investment opportunities
“ It’s an obligatory participation for us.”
Mark Bristow, CEO, ranDgolD resources
registration & enquiries: visit: WWW.minesandmoney.com/London emaiL: [email protected] or caLL +44 (0) 20 7216 6056
europe’s leading Capital raising forum
With more mining investors and financiers under one roof than any other event in Europe, Mines and Money London provides a superb platform for mining explorers and developers to display their projects to the international investor community and raise capital.
• Sovereign wealth funds
• Pension funds
• Equities fund managers
• Private equity funds
• Royalty and stream financiers
• Debt capital providers
• Hedge funds
• Private investors
investors at mines and moneY londonBelow is a sample of the 1,000+ investors and financiers that attended in 2012:21st Century GroupAberdeen Gould Capital MarketsAberforth PartnersAbydos Capital ManagementAdelante Asset ManagementAdvani EnterprisesAfrican Debt Capital MarketsAfrican Resource FundAltus Global GoldAltus Resource CapitalAM2 (Bermuda) LimitedAmati Global InvestorsAMCI CapitalAnglo Pacific GroupAnglo-Suisse CapitalApollo Global ManagementAppian Capital AdvisoryArgent PartnersArlington Asset ManagementArtefact PartnersAsset ManagementBaker Steel Capital ManagersBank Julius Baer & Co.Barclays CapitalBarclays Natural Resource InvestmentsBarclays WealthBaring Asset ManagementBergen Asset ManagementBlack River Asset ManagementBlackRockBlackRock World Mining FundBlakeney Asset ManagementBlue Creek CapitalBMO Capital MarketsBNP ParibasCaledonia Canada LifeCannizaroCannon Investment Management
Capital Resources AdvisorsCD CapitalCenkos SecuritiesCentral PattanaCervello CapitalCharles StanleyCheviot Chrystal CapitalCIBCCity of London Investment GroupClarity Capital ManagementCommerzbankCommodities Asset ManagementCommodity Discovery FundCormark SecuritiesCredit SuisseDavy StockbrokersDeltec CapitalDenham Capital ManagementDeutsche Investitions und EnterwicklunddsDoyen CapitalDragon GroupEarth Resources Investment GroupEIG Global PartnersEIG PartnersEmerald PartnersEmerging Asia CapitalEquity StrategiesFF&P Asset ManagementFidelityfinnCapFinnveraFirst International GroupFirst ReserveFiskeForbes & ManhattenForbes WestFox Davies CapitalFrontier Markets Fund
ManagersFundinvestGalena Asset ManagementGazpromabankGenesis Investment ManagementGlobal Investment Management GMP SecuritiesGoldman SachsGreenpark CapitalGrove Capital GroupGuardian StockbrokersHaywood SecuritiesHBS Financial PlanningHCF International AdvisorsHenderson Global InvestorsHinde CapitalHolta InvestHSBC BankInfraRed Capital PartnersING BankInternational Finance CorporationInverness Wealth ManagementInvestecInvestec Asset ManagementIvanhoe CapitalJoalel InvestmentsJP Morgan, Natural Resources FundJuniper Capital PartnersLanstead Investors Lauriam FundLiberum CapitalLimestreet CapitalLockwood FinancialLOM SecuritiesLW Investment ManagementMacquaire Private WealthMacquarie BankMacquarie Capital
Macquarie Metals & Energy CapitalMallingham Investment CompanyMaoming Investment ManagerMars Asset ManagementMelbury CapitalMerce InvestmentsMeridian CapitalMetallica Development FundMirabaud SecuritiesMount Kellett CapitalMundoro CapitalNedbank CapitalNemo Asset ManagementNew City Investment ManagersNicol InvestmentsNorthland Capital PartnersOcean EquitiesOch-Ziff Management EuropeODL SecuritiesPactum Asset ManagementParadigm CapitalPareto SecuritiesPatersons SecuritiesPathway CapitalPaulson EuropePhoenix Gold FundPlinian CapitalPraetorian Resources Investment Holding CompanyPrecious CapitalPrevisQuilter RAB CapitalRand Merchant BankRaymond JamesResource Capital FundsResource Opportunities & Metallica Development FundRFC AmbrianRMB Resources
Salamanca Capital ResourcesSandstorm GoldSeymour PierceSloane RobinsonSME Investor GroupSmith & WilliamsonSociete GeneraleSoditic Asset ManagementSP Angel Corporate FinanceSpartacus CapitalSprott Asset Management Standard BankStandard Chartered BankStanhill Capital PartnersStanhill Special Situations FundStrauss PartnersSwedbank First SecuritiesTamimi Investment & MiningTellus Investment PartnersTempest CapitalTempest FundsThani InvestmentsThe Lind PartnersThe Mongolia FundThe Sentient GroupTMS InvestmentsTrafigura BeheerTrimark CapitalUniCredit BankUnionskiVerona CapitalVTB CapitalWebb CapitalWest Yorkshire Pension FundWestoria CapitalWilliams De BroeWimmer FinancialYorkville AdvisorsZUPA Investments
to apply for an investor pass visit WWW.minesanDmoney.com/lonDon
at mines and moneY You Will meet
international mining investment expertise
gala Dinner & aWarDs WeDnesDay 4 December (7pm until late)
Honourable artillery company Winter garDen, cHisWell street, lonDon
Join over 1000 industry leaders at the black-tie Mines and Money London 2013 Gala Dinner, featuring the presentation of the prestigious Mining Journal Outstanding Achievement Awards 2013. This sell-out event is a must on the calendar of London’s key natural resources fund managers, brokers and mining executives.
nominations noW open
Nominated and selected by the mining and investment community, the Mining Journal Outstanding Achievement Awards recognise and reward, excellence, innovation and courage from across the globe.
To nominate your favourite companies and individuals for an award, visit www.minesandmoney.com/london and click on Awards.
To book a table at the Gala Dinner for your team and invited guests, contact Pablo Martin, Sales Director, Mines and Money at [email protected] for prices and availability.
agenda at a glanCe
Date breakfasts main conference sessions WorksHops anD briefings exH social
functions
SUNDAY1 DEC
canaDa anD australia Day Mining company presentations from the pick of the TSX
and ASX DRINkS
MONDAY2 DEC
mines anD money lonDon – commoDities summit• Market trends and project opportunities in precious metals,
bulks, base metals, mined energy and strategic minerals• End-user roundtable
• Company presentations
mining in a Day masterclass
DRINkS RECEPTION
ipo briefing – strategies for a successful
listing (pm only)
MIN
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TUESDAY 3 DEC
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mines anD money lonDon • The future of global mining – Where we are in the cycle• Divestments and acquisition opportunities – Building for
recovery and growth• Mine finance options update
• Royalty and stream finance: Pros and cons • DCM opportunities for mining
• Investors panelCompany presentations
DRINkS RECEPTIONLUNCH AND INvESTOR ROUNDTABLES
stream a new sources of liquidity• The Gulf as a source of
mining funding• Chinese outbound investment update
• The future of the funding mix
• Company presentations
stream b around the World
in half a day• Country briefings to source
global opportunities• Company presentations
mining non-executive Directors
masterclass(14:30 – 16:30)
WEDNESDAY 4 DEC
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mines anD money lonDon • Investing in gold: keynote and panel
• Mining M&A trends• Private Equity: Pros, cons and evolution of the
PE funding sector• Company presentations MINING
JOURNAL ACHIEvEMENT AWARDS GALA
DINNER
LUNCH AND INvESTOR ROUNDTABLES
• Special guest keynote: Asset allocation strategies for 2014• Commodities focus: PGMs and Diamonds
• Cost reduction strategies for optimised shareholder returnCompany presentations
• Company presentations
investing in Development impact bonDs
THURSDAY5 DEC
mines, tecHnology, management anD money Practical strategies for cost cutting, efficiency and optimised
shareholder returns
eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063
registration & enquiries: visit: WWW.minesandmoney.com/London emaiL: [email protected] or caLL +44 (0) 20 7216 6056
international mining investment expertise
dailY investor panel disCussions – investor appetites and investment floW trends revealed
dailY investor keYnotes from industrY superstars
mondaY
tuesdaY
WednesdaY
mining CompanY spotlights:
investment strategies to take advantage of a cyclical market Ani Markova, Vice President and Portfolio Manager, aGf inveSTMenTSToby Bradbury, Head of Mining, doyen capiTal Rick Rule, Chairman, SproTT uS holdinGS And more…
chinese outbound investment outlook – china’s further potential to grow as a source of capital for mining projectsJoe Zhang, Chairman, china MeZZanine capiTalGeorge Fang, Group Managing Director and Head of Mining and Metals (China), STandard Bank Biao Chen, Managing Partner, JinJianG MininG fundPan Guochen, President and CEO, china hankinG holdinGS
Plus investor panels on…• End-user insights – How leading manufacturers are securing supplies of strategic metals • The funding mix – Evolving to a “new normal”• Investing in Africa – Mining, politics, risk and reward • Exploring European mining opportunities – Investor views• Cost reduction, efficiency, innovation – Creating a mining company for success in the next stage of the
commodities super-cycle
public vs private – can pe fill the funding gap?Andrew Pullar, CEO, The SenTienT GroupTrevor Mills, Senior Advisor, apollo ManaGeMenTBert Koth, Director, denhaM capiTal And more…
up or down – Where on earth is the gold price going in 2014? Michael Belkin, Author, The Belkin reporT John Hathaway, Senior Managing Director, and Portfolio Manager, Tocqueville aSSeT ManaGeMenTShayne McGuire, Head of Research & Portfolio Manager, GBI Gold Fund, Teacher reTireMenT SySTeM of TexaSKunal Shah, Head of Commodities Research, nirMal BanG
09:00 50 shades of gold Frank Holmes, CEO and CIO, us global investors Always a fascinating presenter, Frank Holmes returns to Mines and
Money London for the first time in four years to present a sideways look at the state of the gold market.
09:00 global mining and investment opportunities: Where next for the mining cycle? Rick Rule, Chairman, sprott us HolDings Appearing for the first time at Mines and Money London, legendary
mining investor Rick Rule shares his razor-sharp insights into the outlook for mining investment.
09:00 gold and gold mining investment keynote John Hathaway, Senior Managing Director, and Portfolio Manager,
tocqueville asset management Gold investment titan John Hathaway lays out the long-term
strategic rationale for investing in gold and gold mining stocks. Get your seat early for what should prove to be a highly timely and valuable presentation
09:50 alternative funding for mining projects: the streaming approach Randy Smallwood, President and CEO, silver WHeaton Find out what stream finance pioneer, Randy Smallwood, looks for in
a potential investment. Discover some of the secrets that lie behind the phenomenal success of one of the most exciting companies in alternative mine finance today.
13:40 Where next for global markets? asset allocation strategies for 2014 Michael Belkin, Author, tHe belkin report In a special guest presentation, hedge fund consultant and author
of the Belkin Report, Michael Belkin will offer his asset allocation and Long/Short stock recommendations for 2014. How does he see metals and mining stocks faring in 2014? Attend this session to find the answer.
10-minute company and project overviews presented by senior management of mining companies to an auditorium of investors:
Alderon Iron Ore Corp
Alliance Mining Commodities
Archipelago Resources
Aurcana Corp
Base Resources
Bullabulling Gold
Caledonia Mining Corp
Canamex Resources
Colt Resources
Condor Gold
Dalradian Resources
Doray Minerals
Equatorial Resources
Fission Energy
Gascoyne Resources
Global Atomic Fuels Corp
Gold Group
Golden Rim Resources
Goldstone Resources
KEFI Minerals
Kingrose Mining
Kopy Goldfields
Lydian International
Mandalay Resource
Manhattan
Corporation
Mawson West
Metminco
Minco Silver & Gold
Minera IRL
Mundoro
Nautilus Minerals
New Age Exploration
Nord Gold
Northern Shield Resources
One Asia Resources
Orbite Aluminae
Panoro Minerals
Peninsula Energy
Renaissance Minerals
Robust Resources
Sandfire Resources
Santacruz Silver Mining
Seafield Resources
Shore Gold
Sirius Reources
Smiibaw Resources
Sol Gold
Stornoway Diamond Corporation
Stratex International
Talga Resources
Plus more to be announced
neW features for 2013tuesday and Wednesday
• Investor-only breakfast briefings
• Investor-hosted roundtable structured networking session
• Book your place at the most interactive and content-rich Mines and Money event to date!
pre-conference investor days and masterclasses
sunday 1 December 2013
canada and australia Day
Investor seminar showcasing a selection of 18+ mining and exploration companies from the ASX
and the TSX
Confirmed spotlight speakers include: Aurcana Corp
Namibia Rare Earths Banlaw Africa
Monday 2 December 2013Day 1 – mines & money london 2013
- commodities
08:00 investor breakfast briefing – (Investors only)
08:30 Registration and morning coffee
08:45 Welcome and business card exchange leo stemp, Conference Director, mines and
money
09:00 guest keynote: 50 shades of gold frank Holmes, ceo and cio, us global
investors
09:30 market outlook for mining commodities – Where are the growth opportunities? What will trigger the next boom?
• China and beyond – Identifying the key emerging markets that will drive future demand for mining products
• Global infrastructure developments – A tally of the projects planned and their metals requirements
• Assessing the stimulative impact on selected metal prices
• Timing for investors – When will this increase in metals demand start to be reflected in mining company share prices?
John meyer, Partner – Head of Resources, sp angel
company spotlight presentations
09:50 santacruz silver mining10:00 Doray minerals10:10 caledonia mining corp10:20 volta mining10:30 canamex resources10:40 seafield resources
11:00 Refreshments and networking
11:20 investor’s perspective on the state of the junior sector
• Investor appetite for the junior sector • Challenges for juniors to find funding • What juniors need to do to make
themselves more attractive to the investment community
• Commodities, geographies and types of project that are looking attractive right now
markus bachmann, CEO and Fund Manager, craton capital
11:40 steel raw materials: supply and demand trends – identifying opportunities for investment and growth
• Impact of global infrastructure development plans on demand for steel raw materials
• Iron ore spot pricing trends and the impact on long term planning for major projects
• Update on West African iron ore: Investor appetite post-Mali crisis
• To what extent do the headwinds to shale gas development offer opportunities to coal
• How bulk producers are managing costs to maximise margins and shareholder returns
• Ferro-alloys: Where are the opportunities – where are the market risks?
company spotlight presentations
12:00 orpheus energy group12:10 12:20 alderon iron ore corp12:30 orbite aluminae12:40 brixton metals12:50 goldstone resources
13:00 Lunch and networking – mines and money london 2013 – exhibition opens
13:40 copper: opportunities and challenges for a late-cycle commodity
• A strong case for copper? Understanding the underlying market fundamentals of copper as a late-cycle metal
• Trends in financial investment into copper and the impact on price and price volatility
• From Pebble to Oyu Tolgoi, to what extent are project delays leading to a supply side crunch?
• Long term or short term play? Why copper offers opportunities for the patient investor
company spotlight presentations
14:00 mandalay resource14:10 nautilus minerals14:20 Western copper & gold14:30 metminco14:40 mawson West 14:50 Discovery metals15:00 alara resources
15:10 Refreshments and networking
15:30 the energy mix: uranium and thermal coal in world of energy insecurity and a shale gas bubble
• Shale gas over-hyped? Assessing the real future demand for coal and uranium to meet energy demand
• Impact of legislation and taxation on the competitiveness of thermal coal
• Outlook for global uranium demand: Status of global nuclear power build programmes
• Where is the supply coming from following the conclusion of the “Megatons to Megawatts Program”
• Price predictions for mined energy resources in 2014 and beyond
company spotlight presentations
15:50 fission energy 16:00 manhattan corporation16:10 peninsula energy16:20 renaissance minerals16:30 talga resources
16:40 End user roundtable: examining future metal needs and how industry is developing strategies to secure supplies
• Future trends in metals usage: The manufacturers’ perspectives
• Perception of “mineral scarcity” in the product supply chains for European manufacturers
• Securing future supplies of strategic metals – how are end users planning for this?
• Financing options for the “more restricted” markets for industrial specialty minerals
• Creating a long term off-take strategy in an age of spot pricing
• Examining the potential for JVs between producers and manufacturers
Panelists drawn from a selection of metal end-users
Moderator: Dr Dierk paskert, CEO, rohstoffallianz – resource alliance
17:20 Networking drinks reception
09:00 – 17:00 mining in a Day From geology, exploration and extraction
to mining costs, economics and profitability – A guide to the mining business for non-mining professionals
Tuesday 3 December 2013Day 2 – mines & money london 2013
conference and exhibition
08:00 investor breakfast briefing – (Investors only)
08:00 registration and morning coffee
08:45 Welcome and business card exchange leo stemp, Conference Director, mines and
money
global mining – tHe future
09:00 Investment keynote: global mining and investment opportunities: Where next for the mining cycle?
• End of the mining boom or just a mid-cycle correction?
• Assessing the macro-economic forces shaping the mining landscape
• What must mining companies do to regain investor appetite for the sector?
• Strategies to rebuild a more lean and robust industry for the future
rick rule, Chairman, sprott us Holdings
s 09:30 Mining Keynote: value maximisation and capital discipline for optimised shareholder return
• Outlook for commodities demand: Emerging drivers of growth
• Evolution of the cost curve vs commodities prices in 2013
• What can companies do to manage their costs? Short term cuts vs real structural change
• Strategies to refocus on core assets and projects that maximise shareholder return
• Embracing innovation to drive future growth
09:50 Keynote: alternative funding for mining projects: the streaming approach
• Examining the availability of funding for precious metals projects in 2013
• State of investor appetite for mining in 2013-14
• To what extent can stream finance fill the funding gap created by sluggish IPO markets?
• Benefits of the streaming approach – Pros and cons for the investor and the mining company
• What Silver Wheaton looks for in a potential project
randy smallwood, President and CEO, silver Wheaton
10:10 Keynote: alternative funding for mining projects: royalty finance
• How have the royalty companies fared through the past 12 months?
• How much of the funding gap can royalty finance fill?
• Is royalty finance going mainstream? Why traditional funds are looking at royalty finance options
• What type of projects is Anglo-Pacific looking at in 2013-14?
John theobald, Executive Director and CEO, anglo-pacific group
10:30 Royalty and streaming Q&A
company spotlight presentations
10:40 nord gold 10:50 archipelago resources 11:00 liongold11:10 sirius reources 11:20 sandfire resources 11:30 equatorial resources
eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063
Creating and investing in the next generation of mining projeCts
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mining finance insigHt
Session Chair: David glennie, Office Managing Partner, London, blakes cassels & graydon
11:40 sourcing liquidity: Where are miners finding funding?
• State of equity markets and size of the funding gap
• Emerging sources of capital: Who and how?
• From streaming and off-take financing to equity lines and high yield convertibles: Examining the pros and cons of key alternative funding sources
• Blending debt, equity and other sources of capital to meet your funding needs
mark tyler, Head of Resources, nedbank capital
12:00 Debt financing for mine developers – structures, sources and availability
• The state of the super cycle – The bankers’ view
• The future of debt finance – Availability, structures and new sources of liquidity
• A lenders view of the top 3 business risks for miners
vaughan Wickins, Executive: Mining and Metals Coverage, standard bank
12:20 Investors roundtable: investment strategies to take advantage of a cyclical market
• Identifying the key signs of recovery: How long before the markets recover and how to benefit from the inevitable upswing
• The future face of equity investors and specialist mining-focused funds
• Yield vs growth equities: How will a focus on yield over growth impact the attractiveness of mining stocks?
• How will the inflow of private equity impact the availability of quality projects for the public markets?
• Which commodities and what types of projects show the greatest potential for shareholder returns?
Panelists include: ani markova, vice President and
Portfolio Manager, agf investments toby bradbury, Head of Mining, Doyen
capital rick rule, Chairman, sprott us
Holdings bernie sheahan, Global Director for
Infrastructure & Natural Resources, ifc
13:00 Lunch and exhibition visit
13:00 – 13:40 investor hosted round table
discussions: Taking place in the gallery level above
the exhibition hall, this is a great opportunity for miners to talk directly with a range of different investors. Discuss the key issues impacting mine finance and discover what investors are looking for in a potential mining investment:
Confirmed investor roundtable hosts: biao chen, Managing
Partner, Jinjiang Mining Fund michael scherb, General Partner, appian capital advisory
rick rule, Chairman, sprott us Holdings
trevor mills, Senior Advisor, apollo management
bert koth, Director, Denham capitalIf you would like to host a table, please contact Leo Stemp on +852 2531 6130 or email [email protected]
stream a
13:40 Opening remarks from session chair
sources of liquiDity
13:45 the growing importance of the gulf as a mining finance provider
• Examining the role of mining in the Gulf States’ investment diversification strategies
• Exploring the potential of the Gulf as a listing and capital raising hub
• Qatar Mining: Investment strategies to building a portfolio of projects across Africa, the Middle East and Asia
• The potential of the Arabian-Numbian Shield as a new major mining and exploration province
14:10 mauritius: gateway to africa and emerging capital raising destination
• Why major investment banks are building up significant teams on this Indian Ocean island
• Understanding Mauritius’s treaty arrangements with key African resources producers
• From where is capital flowing into Mauritius: Examining the role of key investors from China, India and the Gulf
• Opportunities for mining companies to list and raise capital in Mauritius
company spotlight presentations
14:30 kopy goldfields14:40 condor gold14:50 sol gold15:00 stratex international 15:10 new age exploration15:20 kefi minerals
15:30 Panel discussion: chinese outbound investment outlook – examining china’s further potential to grow as a source of capital for mining projects
• Economic outlook, capacity for further stimulus and implications for mineral resource demand
• Opportunities for late-cycle metals as China’s transition towards a more mature domestic consumer-led economy
• From SOEs to the individual investor: How the QDII2 initiative will aid the flow of investment capital from China into the global resources market
• Resource acquisition vs financial investment: How Chinese investment flows are shifting from the former to the latter and the implications for capital flows
Panelists include: Joe Zhang, Chairman, china mezzanine
capital george fang, Group Managing Director
and Head of Mining and Metals (China), standard bank
biao chen, Managing Partner, Jinjiang mining fund
pan guochen, President and CEO, china Hanking Holdings
company spotlight presentations
16:10 base resources 16:20 mundoro16:30 unigold16:40 gascoyne resources16:50 bullabulling gold
tHe future of tHe funDing mix
17:00 Funding roundtable: the funding mix – evolving to a “new normal”
• From sovereign wealth funds to private investors, who is investing into mining developers right now and how is this changing?
• No more “right to finance”? What do mining companies need to do to attract capital
• Strategies to raise capital while minimizing shareholder dilution
• Opportunities in bonds and high yield convertibles
• Equity lines and flow through financing: Opportunities and challenges
• From streaming to off-take financing: Examining the pros and cons of key alternative funding sources
Panelists include: Dr elena clarici, Managing Director –
Investments, meridian equity partners Jamie strauss, Founding Partner, strauss partners
17:45 networking cocktail reception
stream b
arounD tHe WorlD in Half a Day – country briefings to source global
opportunities
13:40 Opening remarks from session chair
13:50 investing in africa - mining, politics, risk and reward
• Update on general investor appetite for West Africa
• Infrastructure challenges in the mining sector in Africa and how to address them
• Government role and regulations in the African mining space
• Role of multilaterals in addressing some of these challenges
bernie sheahan, Global Director for Infrastructure & Natural Resources, ifc
14:20 country updates – Ministries and Chambers of Mines from around the world present updates on the regulatory environments in their jurisdictions and emerging opportunities and incentives for mining companies to invest
company spotlight presentations
15:2015:3015:4015:5016:00
16:10 country updates – Ministries and Chambers of Mines from around the world present updates on the regulatory environments in their jurisdictions and emerging opportunities and incentives for mining companies to invest
17:10 exploring european mining opportunities – investor views
• To what extent is have recent market conditions led to a revival of investor interest in European-based projects
• Legislation and regulation: How do European jurisdictions compare with other regions in terms of red tape, green tape and approvals processes?
• Our panelists views on the most exciting projects under development in Europe right now
17:45 Networking cocktail reception
14:00 – 16:00 mining non-executive Directors
masterclass Led by: Dominic schofield Senior Client Partner – Board & CEO
Practice korn/ferry Whitehead mann
international mining investment expertise
registration & enquiries: visit: WWW.minesandmoney.com/London emaiL: [email protected] or caLL +44 (0) 20 7216 6056
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this interactive two hour session includes:
• Best practice guide to the roles and responsibilities of a non-executive director
• Introduction to the work of audit, compensation and standards committees
• Guide to listing requirements related to the composition and expertise of boards
• Strategies for selecting non-executive directors to build a strong board
Wednesday 4 December 2013 Day 3 – mines and money london 2013
conference and exhibition
08:00 investor breakfast briefing – (Investors only)
08:15 Morning coffee and networking
08:45 Chairman’s opening remarks
09:00 Keynote: gold mining and investment – refocusing the industry on maximizing shareholder returns
• Macro-economic forces shaping the gold market in 2014
• Grade is king – the shifting priorities for mine developers
• What progress has the gold mining industry made towards cutting total costs?
• What opportunities are being created by the divestment of assets and the mothballing of marginal projects for the long-term health of the sector?
• key reasons why investors should or should not invest in gold miners in 2014
John Hathaway, Senior Managing Director, and Portfolio Manager, tocqueville asset management
09:25 Gold Panel discussion: up or down – Where on earth is the gold price going in 2014?
• Crash or boom? Why is discussion on the future of the gold price so polarized?
• Inflation or deflation: Examining the real impact of QE on the money supply
• Global gold supply and demand dynamics
• The gold price vs the price of gold: A widening gap between physical and paper gold?
• Our panelists’ outlook for gold prices in 2014
Moderator: rod Whyte, Principal, Whyte and associates
Panelists include: michael belkin, Author, the belkin
report John Hathaway, Senior Managing
Director, and Portfolio Manager, tocqueville asset management
shayne mcguire, Head of Research & Portfolio Manager, gbi gold fund, teacher retirement system of texas
kunal shah, Head of Commodities Research, nirmal bang
m&a focus – a year of Divestments anD acquisitions
10:05 Divestments and acquisition strategies – allocating capital for growth
• Divestment strategies to create leaner companies focused on core high-margin assets
• What types of assets are up for sale and who are buyers?
• The next wave of diversified? Update on the creation of private funds to take advantage of the asset sell-off
• Yield vs capital growth: What does the change in capital focus mean for future
shareholder returns? lee Downham, Lead Partner, Global Mining
& Metals – Transaction Advisory Services, ey
company spotlight presentations
10:25 lydian international10:35 aurcana corp10:45 Dalradian resources10:55 gold group11:05 one asia resources
capital raising alternatives – pe focus11:15 examining the lifecycle of a pe mining
investment • Case studies of PE investments into
mining: How it works in practice • Are PE funds able to be a long term
investors in mining projects? • What are the exits? • Funding vs control: How can the mining
developer retain control of their project following a PE investment?
bert koth, Director, Denham capital
11:35 Private equity panel discussion: public vs private – can pe fill the funding gap?
• How long will traditional funding streams remain in the doldrums? Can PE really cover the funding gap
• What types of projects are attractive to PE funds?
• What are benefits and pitfalls of private equity for a junior-mid cap mining company?
• Beyond specialist mining PE funds: When will mining go mainstream in the private equity sector?
Panelists include: andrew pullar, CEO, the sentient
group bert koth, Director, Denham capital
company spotlight presentations
12:10 alliance mining commodities12:20 smiibaw resources12:30 colt resources12:40 minco silver & gold12:50 minera irl
13:00 Lunch, networking and exhibition visit
13:00 – 13:40 investor hosted round table
discussions: Taking place in the gallery level above
the exhibition hall, this is a great opportunity for miners to talk directly with a range of different investors. Discuss the key issues impacting mine finance and discover what investors are looking for in a potential mining investment:
Confirmed investor roundtable hosts: biao chen, Managing
Partner, Jinjiang mining fund trevor mills, Senior Advisor, apollo management michael scherb, General Partner, appian capital advisory
If you would like to host a table, please contact Leo Stemp on +852 2531 6130 or email [email protected]
special guest keynote 13:40 Where next for global markets?
asset allocation strategies for 2014 Michael Belkin, hedge fund consultant and author of the Belkin Report, will offer his asset allocation and Long/Short stock recommendations for 2014. Based on a proprietary model offering timely, predictive and accurate forecasts, this presentation will offer thought provoking commentary, taking definitive stances on world market movements. How does he see metals and mining stocks faring in 2014? Attend this session to find the answer michael belkin, Author, the belkin report
company spotlight presentations
14:20 shore gold14:30 stornoway Diamond corporation14:40 northern shield resources14:50 brixton metals15:00 golden rim resources
15:10 Diamonds: outlook for the industry in an era of risk-off investment
• Outlook for diamond supply, demand and price
• Divestments, M&A and consolidation: Guide to the future shape of the diamond industry and the opportunities this creates for investment
• Update on the reform of the kimberley Process and implications for investment
• Physical vs mining stocks: Where is the smart money going right now in the sector
krisztina kalman-schueler, Managing Partner, Dmm advisory group
company spotlight presentations
15:30 northern shield resources15:40 panoro minerals15:50 16:0016:1016:20
16:30 pgm outlook and opportunities for investors in a sector with supply-side challenges
• To what extent will China’s pollution-reduction goals drive increased demand for platinum and palladium?
• Impact of South Africa’s on-going labour disputes on the supply of PGMs
• Russian PGM production and domestic consumption outlook
• key PGM mining opportunities – When with the demand and supply factors start to be reflected in higher share prices?
16:50 Panel discussion: cost reduction, efficiency, innovation – creating a mining company for success in the next stage of the commodities super-cycle
• Top ways that companies can reduce total production costs in 2014
• Why the mining sector must invest in innovation: Lessons from the oil & gas sector
• Bringing lean philosophies to the mining industry: What will the mine of the future look like?
• What investors need to look to discover a company that will succeed in the new market conditions
17:30 close
18:45 mines and money london 2013 gala Dinner and mining achievement awards 2013
thursday 6 December
09:30 – 16:30 practical strategies for cost cutting
and efficiency
this practical one-day masterclass includes:
• People: Creating efficiencies in your workforce from hiring and staffing practices to FIFO strategies
• Processes: Design techniques and technological innovations to streamline your operation
• Exploration: Technologies and strategies to optimise exploration ROI
• Red tape: Strategies to cut the cost of bureaucracy, permitting and approvals
Where miners seCure finanCe
eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063
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Food Bar
SponsoredBusiness Lounge
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Investor Roundtable
Investor Roundtable
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Investor Roundtable
Investor Roundtable
Investor Roundtable
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Investor Roundtable
Investor Roundtable
europe’s leading Capital raising forum
Confirmed exhiBitors for 2013
exhiBition floorplan
Senior management from 260 junior and mid-tier mining companies, financiers and service providers showcased in the exhibition21ST NORTH
A7 Skyblue Mining Nigeria
Afferro Mining Inc
African Consolidated Resources
African Eagle Resources
Alderon Iron Ore Corp
Alliance Mining Commodities
ALS Minerals
Altan Nevada / Altan Rio
AMC Consultants
AMEC
Amlib Holdings
Anglesey Mining
Anglo Asian Mining
Archipelago Resources
Aston Bay Ventures
Aura Energy
Aurcana Corp
Aureus Mining
Australia Unlimited – Government of South Australia, Western Australia & Queensland
Avrupa Minerals
Banlaw African Group
Base Resources
Behre Dolbear
Bia Overseas
Black Mountain Resources
Blackstone Mining Associations (BMA)
Boart Longyear
Bullabulling Gold
Business Oulu
CA Mining Global Recuritment
Caledonia Mining Corp
Canamex Resources Corp
Cap-Sat Technologies
Cayman Islands Stock Exchange
Colt Resources Inc
Cominco Resources Co.
Condor Gold
Copper North Mining Corp
Copperzone Resources
Cordoba Minerals
CSA Global
Dalradian Resources Inc
Digby Wells Environmental
Dodygold SpA
Donner Metals
Doray Minerals
Emerita Gold
Energold Drilling Copr
Equatorial Resources
Ernst & Young LLP
Fasken Martineau
Faststream Recruitment’
Fission Energy Corp (now ownered by Denison Mines)
Focus Ventures
Fugro Airborne Surveys
Gascoyne Resources
GBM Minerals Engineering Consultants
Gemcom Software Europe
Geovariances
Global Atomic Fuels Corp
Golden Rim Resources
Golder Associates
GoldGroup
Goldstone Resources
Guinea Iron Ore
GV Gold
Horizonte Minerals
IMC Group Consulting
Inspectorate / ACME Labs
Intierra Rmg
Jacobs UK
Jameson Resources
Kaboko Mining
KEFI Minerals
Kingrose Mining
Kopy Goldfields AB
Laramide Resources
Limestreet Capital (Smiibaw Resources)
Lupaka Gold Corp
Lydian International
Mandalay Resource
Manhattan Corp
Matamec Explorations Inc
Mawson West
Maya Gold & Silver Inc
Merrex Gold
Metminco Limited
Micromine
Middle Island Resources
Minco Silver Corp
Minera IRL
Minesight Applications
Mineweb
Ministry of Northern Development and Mines Ontario
Mott MacDonald
Mundoro Capital Inc
Namibia Rare Earths
Nautilus Minerals
Nedbank Capital
New Age Exploration
Nord Gold NV
Northern Shield Resources Inc
Norton Gold Fields
Olympus NDT
One Asia Resources
Orbis Gold
Orbite Aluminae
Ormonde Mining
Panoro Minerals
Papillon Resources
Parsons Brinckerhoff
Peak Resources
Peninsula Energy
Potash Ridge
Potash West NL
Rand Merchant Bank
Randgold Resources
Renaissance Minerals
Requisite Business Solutions
Reservoir Minerals
Revett Minerals
RFC Ambrian
Rio Alto Mining
Robust Resources
Royal HaskoningDHv
RPA Uk
RPS Aquaterra
Sandfire Resources NL
Santacruz Silver Mining
Seafield Resources
SGS
Shore Gold Inc
Silver Wheaton
Sirius Resources
SNC-Lavalin
SNL Metals Ecomonics Group
Snowden Group
Sol Gold
Southern Mapping
Spidersat Communications
SRK Consulting
Standard Bank
Stellar Resources
Stornoway Diamond Corp
Stratex International
Talga Gold
Tender Minerals
Tetra Tech
Thermo Scientific Nitron Analyzers Nitron Europe GmbH
Unigold Inc
URS
VMS Ventures
Volta Mining
Western Copper & Gold
Wolf Minerals
Wood Mackenzie
Xcalibur Airborne Geophysics
Zimtu Capital Corp
reserveD for
sponsors
alreaDy bookeD
eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063
Where miners seCure finanCe
sponsors of mines and moneY london 2013platinum sponsors
golD sponsors
silver sponsors
official meDia supporting partners
With over a decade of delivering high quality delegates, Mines and Money London is one of the world’s best forums for interacting with senior investors, financiers, mining entrepreneurs and analysts and networking with ceos, cfos, coos, geologists, exploration managers and engineers to discuss the critical issues shaping the future of mining and investment.
eXhiBition & sponsorship: emaiL: [email protected] or caLL +44 (0)20 7216 6063
INCORPORATING
1 – 5 December, 2013 Business Design Centre, Islington
To regisTer conTacT +44 (0) 20 7216 6056 or email [email protected]
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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. 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. ©2013 Mines and Money. All rights reserved.
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Mail: 120 Old Broad Street, London EC2N 1AR, UK
VEnuE InFORMATIOn1 – 5 December, 2013
Business Design Centre, Islington 52 upper St, London, Greater London n1 0QH
PROMOCODE: ML775WEB
On-site registration/payment: £100 + 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. Group discounts are available for three or more bookings from one company, please contact the organisers for more information
Pass Book and pay by6th Sept 2013
Book and pay by4th Oct 2013
Book and pay by1st nov 2013 Standard Pricing
3 Day Conference and Exhibition Pass (Mon – Wed)
£1,320SAVE £375
£1,445SAVE £250
£1,570SAVE £125 £1,695
4 Day Conference and Exhibition Pass + Workshop Pass (Mon – Thurs)
£1,845SAVE £600
£2,045SAVE £400
£2,245SAVE £200 £2,445
All prices are subject to 20% VAT.
London 2013
Conference Code: ML775
Please indicate whether you would like to attend the Gala Dinner & Awards on Dec 5 (£250) Yes NoPlease indicate which of the additional sessions you would like to attend (free with your delegate pass)Canada & Australia Day (Sun) Yes No • Mining in a Day (Mon) Yes No • IPO Briefing (Mon) Yes No Mining non-executive directors Masterclass (Tues) Yes No • Investing in Development Impact Bonds Workshop (Wed) Yes No
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