Sponsors of the 2014 Joburg Indaba
Thursday 31 October 2013

A: Funding for Exploration and Early Stage Mining Projects
Proposed contributors:
NAMF, IDC, Eskom, Anglo American, NEF, Mintek
B: Mining Regulation and Legal Environments in Africa
Led by: Werksmans Attorneys
C: Skills Development and Women in Mining
Proposed contributors:
Wits Mining Institute, WIMSA
D: Cost Efficiencies and Business Optimisation
E: Resource Rents and the Changing Risks in Africa
Seminar Leader: Claude Baissac, Eunomix
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





Rand Merchant Bank (RMB), a division of FirstRand Bank Limited is a leading African corporate and investment bank and part of one of the largest financial services groups in Africa. We offer our clients innovative, value-added advisory, funding, trading, corporate banking and principal investing solutions.
Wesizwe Platinum is a public company incorporated in the Republic of South Africa with its shares listed on the JSE Limited. Wesizwe, through its wholly-owned subsidiaries Bakubung Minerals (Pty) Limited and Africa Wide Mineral Prospecting and Exploration (Pty) Limited, is engaged in the development of its Bakubung Platinum Mine.
Ivanhoe Mines, with offices in Canada, the United Kingdom and South Africa, is developing its three principal projects:
Barnstone is the service provider of choice for Enterprise Resourcing Planning Market with its SAP Mining Solution for Mid-Tier mines. 
