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.