Wednesday 30th October 2013

8.30am -10.00am             Morning Sessions

Themes:

Competition in Southern Africa: Business Opportunities and Regional Security

Speaker: Michael Spicer, Business Leadership SA

What makes the rest of Africa a better prospect for Mining Investment?

Proposed speaker: Mark Bristow, Randgold Resources

Resource Rents in Africa: Economic productivity of minerals, oil, gas

Proposed speaker:  Claude Baissac, Eunomix

Pan African Initiatives: What Governments are doing to implement policy certainty and pro-investment measures that lead to sustained growth

Proposed speaker: Brian Menell

What do South African companies need to think about when investing in other countries?

Proposed speaker:  Tony Leon

The BRICS approach to South Africa and Africa

10.00am – 10.30am           Morning Coffee

10.30 am – 12.30pm          Morning Sessions Continue

Select to attend A, B or C

A:      CEOs: Company Presentations to Investors

B:       Infrastructure and Bottlenecks

C:      Mining Regulation: is the current regulatory environment enabling or restrictive?

A. Spotlight on CEOs: Company Presentations to Investors and Analysts

Followed by Speed Dating and One on one meetings

• • AngloGold Ashanti
  • Goldfields
  • Harmony
  • Sibanye
  • ARM
  • Exxaro
  • Kumba
  • Lonmin
  • Anglo Plat
  • Implats

 (max 5 presentations followed by speed dating and one on one meetings over lunch)

 

B: Infrastructure and Bottlenecks

“it’s all in the implementation”

Overcoming the infrastructure constraints inhibiting the growth of economies

What does the NDP plan mean for mining infrastructure?

Optimal funding mechanisms and development of infrastructure projects

Deregulation and Private/Public Partnerships

Regional developments and initiatives for building a top class infrastructure Road, rail, power, ports

Transnet

Eskom (infrastructure and procurement)

 

C: Mining Regulation and Legal Considerations

Special Focus Session on:

Mining Licenses, Security of Tenure and Regulatory Environments in Africa

Legal liabilities and impact on investment

(environmental, safety)

2.30pm – 4.00 pm             Afternoon Sessions

 

Select to attend D, E or F

D:      Investment: Junior Mining

E:       Communities, SLPs, the Environment and Sustainability

F:       The Lion’s Lair: face them if you dare

D: What is the perspective of the ‘Junior’ Miner?

The business case and value proposition for investing in juniors

Investing in early stage mining projects, Private equity, Availability of funds in Africa

Global trends in exploration financing and activity: implications for South Africa and Africa

“Analysts don’t know how to rate juniors especially in bad times”

“Survival is the real issue for juniors now”

“Share values are at a discount to the value of companies. Now is the time to invest”

“Exploration and prospecting are sheer gambles” (Discuss)

How CEOs are making their companies attractive propositions raising capital and attracting new investment streams

Commodity trading and business finance for small producers

E: Communities, SLPs, the Environment and Sustainable Mining Practices

The contract between mine, government, labour and communities.

How communities can take the lead and negotiate the optimal relationship with mining operations.

The Way Forward on Labour: Re-crafting a working model for labour relations

Collective agreements

Inter-union relations

Migrant and contract labour

Internal/external relations and solutions

Municipalities vs communities: capacity building, service delivery: whose responsibility? “Communities are filling the capacity Government lacks” (discuss)

Environmental protection and sustainability: the real impact of mining on the environment.

Mining and farming: working together.

Rehabilitation post mining.

What investors want.

Creating a win/win situation.

 

F: The Lion’s Lair: face them if you Dare

Lion’s Lair Review and Critique of Selected Projects for Investment

4.00pm – 4.30pm:   Afternoon Refreshments

One on one meetings

End of Conference

The conference programme will be consist of a variety of keynote addresses, debate, interviews and healthy interactive discussions.

Tuesday 29th October 2013

8.30am -10.30am            

Chair: Michael Spicer, Business Leadership SA

Themes: The Macro Economic and Political Picture

1. What is the ANC’s perspective on mining in South Africa?
Proposed speaker:  Gwede Mantashe

2. Is the NDP the catalyst for growth in mining?
Proposed speaker:  Trevor Manuel

3. How important is SA Mining Inc. to GDP?
Proposed speaker:  Pravin Gordhan

4. To what extent are regulations enabling (or inhibiting) the industry?
Proposed speaker:  Susan Shabangu

5. What is being done by the ‘Crisis Committee’?
Proposed speaker: Mohammed Valli Moosa, Chair, Anglo American Platinum

6. The CEO’s Wish List for SA Mining
Proposed speaker:  Mark Cutifani, President of the Chamber of Mines of South Africa

7. What will get investors back into SA?
Proposed speaker:  Robert Friedland, Ivanplats

8. China:  the end game?
Confirmed speaker:  Martyn Davies, Frontier Advisory

 

Ask the Audience:

Which of these issues do you think are key?

10.30am – 11.00am           Morning Coffee

11.00 am – 1.00pm           Session Continues

Chair: Bernard Swanepoel

Keynote Addresses

9. Why do investors shun South Africa?

Proposed speaker:  Nick Holland, Goldfields

10. How did we re-craft a working model for labour relations?  What is the aftermath of the 2013 negotiations?

Proposed speakers: Frans Baleni, NUM

                              Joseph Mathunjwa, AMCU

11. Safety:  How do we measure up against the rest of the world?

Proposed speaker: Chris Griffiths, Amplats

12. What are the cost drivers in the industry and what can be done about them?

Proposed speaker:  Neal Froneman, Sibanye Gold

13. How do you fund mining in South Africa?

Proposed speaker:  Srinivasan Venkatakrishnan (Venkat), AngloGold Ashanti

14. How can South Africa repackage itself as an attractive mining investment destination?

Confirmed speaker:  Roger Baxter, Chamber of Mines of South Africa

15. How can SA mining become more productive and competitive?

 

Ask the Audience:

Out of these issues, what do you want the Minister to fix now?  

What needs to be done to get investors to believe in SA?

1.00pm – 2.30pm              Lunch Break

2.30pm – 3.30 pm             Afternoon Sessions

Chair:          Fiona Perrott-Humphrey, Rothschild London  

Why Gold?    Why Platinum?       Why Coal?    Why Iron Ore?        Other?

Why Gold?

Proposed speaker:  Graham Briggs, Harmony

Richard Duffy, AngloGold Ashanti

Why Platinum?

Proposed speakers:  Terence Goodlace, Implats

                             James Courage, The Platinum Guild

Why Coal?

Proposed speaker:  David Brown, Coal of Africa

Why Iron Ore?

Proposed speaker:  Norman Mbazima, Kumba Iron Ore

JSE

Where is the value outside of the big corporates?

Confirmed speaker:  Richard Linnell

Ask the Audience:

If you were a fund manager with $10m to invest, where would you invest?

3.30pm – 4.00pm              Afternoon Tea

4.00pm – 5.30pm              Afternoon Sessions Continue

 

Chair: Peter Major, Cadiz Corporate Solutions

Proposed speakers:

Rob Still, Pangea Group

Geoffrey Qhena, CEO of the IDC; Mbuyazwe Magagula; Abel Malinga

Fidelis Madavo, Public Investment Corporation

Brenton Saunders

Mick Davis

Lloyd Pengilly Mining Fund

Georges Lequime, RBC Capital Markets

Achim Berlenbach

Katherine Tweedie, Investec (sovereign wealth funds)

Views of private equity, retail, institutional, pension funds, hedge funds, local, international

Sovereign Wealth Funds (Middle East - Qatar (Qatari Sovereign Wealth Fund); Asia – Singapore, China

Ask the Audience:

Which sectors would you invest in now and how?

Kruger Rands, ETFs or Gold Shares?

5.30pm – 7.00pm              Evening Reception