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Day One, Tuesday 18 November 2008
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8.30am | Registration and welcome coffee
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| | Ms Aily Armour-Biggs, Chief Executive Officer and investment banking consultant, Global Energy Advisory, UK
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9am | Opening remarks from the Chair
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| | Ms Aily Armour-Biggs, Chief Executive Officer and investment banking consultant, Global Energy Advisory, UK
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| EXPLORING NEWAND INNOVATIVE SOURCES OF CAPITAL |
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9.10am | Keynote address: Capital raising and investment opportunities in the mining sector
- Assessing the global commodity boom
- Mining industry outlook – growth, investment trends and needs
- Opportunities and strategies for volatile market conditions
- What are the innovative sources of capital available to miners?
- Where will investors place their money in 2008 and beyond?
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| | Ms Aily Armour-Biggs, Chief Executive Officer and investment banking consultant, Global Energy Advisory, UK
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9.40am | Asset managers panel: Allocation to the commodity sector through the use of equities
- Asset allocation strategy in a volatile market – why the resource sector is a safe haven
- Are commodity investments now a ‘must have’ allocation in an institutional fund?
- Developing a long-term investment plan for the resource sector
- Assessing risks and returns of investing in mining companies
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10.30am | Morning tea
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11am | Mining executives panel: Raising capital through volatile debt and equity markets
- Bond, equity and currency market outlook – where will the finance come from?
- Assessing the investment and financing structures
- The capital-structure decision – debt or equity?
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11.40am | Speednetworking
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12.10pm | Secondary capital markets panel:
Access to tier 1 and secondary capital markets
- How do the exchanges compare in the capital raising stakes?
- If you were looking at a new listing or capital raising which market should you tap into?
- Exchange marketing – trends and how junior and mid-cap miners can extract maximum benefit
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| | Mr Greg Ferron, Senior Manager, Global Resources, Listings Business Development, Toronto Stock Exchange Mr Eddie Grieve, Manager, Listings and Capital Access, , Australian Securities Exchange Mr Colin Milton, Head of International Business Development, London Stock Exchange
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| CAPITAL RAISING: GOLD, COPPER, ZINC, LEAD, SILVER, COAL |
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12.50pm | Developing new opportunities for domestic and international markets
- Overview of partnership and investment outlook
- Latest operations and project updates
- Initiatives to build shareholder value
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1.15pm | Raising capital from overseas capital markets
- Overview of capital raising strategies
- Key components of a successful IPO – listing on the Canadian stock exchange
- Overview of the Masbate and Mkushi JV projects
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1.40pm | Lunch
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2.40pm | Investment, infrastructure and innovation
- Expanding operations and capitalising on growth opportunities
- Project updates
- Productivity and infrastructure development
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3.05pm | Driving growth through innovation and partnerships
- Acquiring, developing and operating a diverse portfolio of operations
- Acquisitions, divestment and exploration opportunities
- Developing an effective growth strategy
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3.30pm | Building up the company’s assets as a passport to success
- Capital raising strategies – exploring JV options
- Project updates – with a focus on the BacTech farm-in on the Fergusson Island Gold Project and the new polymetallic discovery at Croydon in north Queensland.
- Feasibility study overview – evaluating the commercial viability of gold production
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3.55pm | Afternoon tea
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4.25pm | Financing and developing a high grade copper, zinc, silver and lead mine
- Importance of metals diversification – reducing dependence upon a single commodity
- Competitive advantages of the Prairie Downs Project
- Creative financing solutions moving forward
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4.50pm | Universal Resources:The Roseby Copper Project: Financing
and Development
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5.15pm | Metal groups perspective: Alternative sources of capital: existing metal groups providing finance
- End user direct investment in the mining industry – their role moving forward
- Vertical integration in the mining sector and the role of Asian buyers in financing mining companies
- Exercising flexibility to ensure strong returns through best acquisition opportunities
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5.45pm | Closing remarks from the chair and end of day one
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6pm | Networking drinks
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Day Two,Wednesday 19 November 2008
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8.30am | Arrival and welcome coffee
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9am | Opening remarks from the Chair
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| VOLATILITY, LIQUIDITY, RISKS AND FINANCIAL INNOVATION |
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9.10am | Commodity forecast panel: Commodity cycle outlook
- How long will the commodities super-cycle last?
- What commodities will have a positive demand outlook
- Have we reached ‘peak’ in any commodity yet?
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| | Mr David Moore, Commodities Strategist, PBS Commonwealth Research, Commonwealth Bank
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10am | Creating long-term sustainability from the current
resources boom
- How is government policy complementing industry objectives?
- Implementing sound environmental policies
- The commercial environment for capital flows and access to mineral resources
- What further developments need to be made to fully capitalise on the resources boom?
(pending final confirmation) |
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| CAPITAL RAISING: IRON ORE, GOLD AND COAL |
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10.30am | Positioning to prosper from the resources boom
- Rail and port infrastructure requirements
- The NorthWest Iron Ore Alliance
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10.55am | Morning tea
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11.25am | Capitalising on the strength of the iron ore market
- The Nullajine and Bungaroo Creek projects
- Assessing demand against natural and infrastructure constraints on supply
- Unprecedented price increases for iron ore – where to from here?
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11.50am | Maintaining and increasing Dominion’s gold inventory
- Overview of regional exploration projects
- Near and long term investment opportunities
- Business models for project ownership and financing
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12.15pm | Aquila Resources: partnership and investment outlook
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12.40pm | Lunch
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1.40pm | Mid-small cap funds panel: Accessing capital for junior miners through specialised resource funds
- Criteria required to attract investment in mining projects
- Go long? Go short? How to invest in mining today
- How do you balance risk in your portfolio?
- How important to the investor is geographic focus versus a diversified asset portfolio?
- Growth areas in the medium and long term – will investors favour mid-cap and junior miners?
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| | Mr Lars Steffenson, Managing Director, Commodity Trading Group, Ebullio Capital Management
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2.20pm | Private investor panel: Hot Stock – driving HNW investment into the high risk mining sector
- Issues and value drivers from the investors’ perspectives
- Strategies for mining companies in accessing HNW funds
- Pros and cons of HNW investment in mining projects?
- The appetite for risk in Australia’s mining investments
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| | Mr George Boubouras, Executive Director, Head of investment strategy and consulting, UBS Wealth Management
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3pm | Roundtable discussions
- Roundtable 1: Creating long-term value for HNW investors general investment criteria
- Roundtable 2: Raising money from overseas capital markets
- Roundtable 3: Strategic marketing and corporate financing
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3.30pm | Afternoon tea
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| CAPITAL RAISING: ZINC, LEAD, AND NICKEL |
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4pm | Seeking growth opportunities through a disciplined
exploration strategy
- Creating high grade, low cost, long life nickel mines
- Focusing on generating competitive financial returns for shareholders
- Project updates
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4.25pm | Rox Resources: a geographically diversified, multi-project explorer
- Zinc and lead outlook in Australia and South East Asia
- Overview of the Pha Luang, Lennard Shelf and McArthur River projects
- Capital raising and expansion plans
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4.50pm | Creating additional shareholder value through the CBH/Kimberley Metals spinoff
- Making pre-development assets into profitable projects
- Determining the viability of lead and zinc deposits in Sorby Hills
- Mineral Hill – conversion to an open cut gold, lead, zinc and silver mine and mill
- Securing ongoing access and development of iron ore deposits in Constance Range
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5.15pm | Private equity panel: Role of PE in mining consolidation and expansion
- Are mining companies now being treated like non-cyclical companies?
- Is private equity in mining a threat or a promise?
- Will PE funds deliver the expected ROI by investing in the mining sector?
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| | Mr Roy McKelvie, Chief Executive Officer and Managing Director, Gresham Private Equity
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5.55pm | Closing remarks from the Chair and close of conference
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Dominic McCormick
