|
08:40 – 09:10
|
Presentation: Why this cyclical slowdown is different
As the global trade war slows economic growth, pressure on commodity prices seems inevitable. Yet, at the same time, lacklustre investment could be supporting prices while undemanding company valuations make the sector ripe for consolidation
Speaker: Charles Robertson – Global Chief Economist, Renaissance Capital
|
|
09:10 – 10:10
|
Panel Discussion: Three priorities for public companies: Efficiency, Efficiency & Efficiency
Speakers:
- Robin Young – CEO, Amur Minerals Corporation (confirmed)
- Nicholas Bridgen – CEO, Ferro-Alloy Resources Group (confirmed)
- Rt Hon Lord Barker of Battle PC – Executive Chairman of the Board of Directors, EN+ (confirmed)
- Dr Alya Samokhvalova – Deputy CEO, Petropavlovsk (confirmed)
- Johann Pretorius – Head of Research Africa, Renaissance Capital (confirmed)
Moderator: Gavin Serkin, Managing Editor, New Markets
|
|
10:20 – 11:20
|
Keynote Address: Nandinjargal Ganbold, State Secretary, Ministry of Mining and Heavy Industry, Mongolia
&
Panel Discussion: economy of Alchemy: what scarce Capital is looking for in private companies
What are the capital allocation priorities in the current environment? What are the merits of new greenfield projects vs. de-risked producing assets? What do the mines of the future look like and where will they be?
Speakers:
- Nandinjargal Ganbold - State Secretary, Ministry of Mining and Heavy Industry, Mongolia
- Andrea Salvatori – Co-Head of EM equity research, Amundi (confirmed)
- SUEK JSC (TBC)
- Norilsk Nickel (TBC)
- Tau-ken Samruk (TBC)
Moderator: Ayuna Nechaeva, Head of Europe - Primary Markets, LSEG
|
