Agenda: 4 & 5 June 2019


2019 JUNIOR INDABA

* explorers * developers *investors * junior mining * Africa

4th & 5th June 2019
The Country Club Johannesburg, Auckland Park

 

 

  Day One:  Tuesday 4th June


08h00              Registration

09h00 Chairman’s welcome
Bernard Swanepoel

09h15 Ministerial Keynote Address
Reviving the Junior Mining sector

10h00 Session One
Mining Charter III (MCIII): the beginning or the end for junior mining?
  • What are the implications of Mining Charter III (MCIII) and SA’s mining policy for the junior mining sector?
  • What is the definition of a junior mining company as per MCIII?
  • Has the waiver of BEE requirements for prospecting rights in SA impacted the number of applications? How are the regional DMR offices implementing this change in policy?
  • Besides the BEE waiver for prospecting rights, how does the Charter assist the junior mining sector?
  • What more needs to be done in terms of mining policy and legislation to assist junior miners? Is the 30% BEE requirement for mining companies acceptable or realistic for juniors? Does this impact their ability to raise funds?
  • What are the implications of the Xolobeni ruling and the role of communities in deciding the granting of prospecting/mining rights for junior mining?
Moderator:
Mike Teke
, CEO, Seriti Resources
Panellists:

Adv. Thabo Mokoena, Director General, Department of Mineral Resources
Tebello Chabana, Senior Executive: Public Affairs and Transformation, Minerals Council South Africa
Peter Leon, Partner, Herbert Smith & Freehills
Thabile Makgala, Executive: Mining, Impala Platinum; Chairperson, Women in Mining SA (WiMSA)

10h45 Session Two
Botswana: a role model for junior mining
Charles Siwawa, CEO, Botswana Chamber of Mines

11h00 Morning refreshments

11h30 Achieving a thriving exploration and junior mining sector
  • What is the current state of play?
  • What does a world-class, thriving junior mining and exploration sector look like?
  • Number of prospecting right applications? Current conversion rate from prospecting to mining rights? How can we close the gap between exploration and mining?
  • What happens to the prospecting rights that are not being converted? Is the ‘use it or lose it’ principle being applied?
  • How do we improve access to primary exploration data?
  • Can the recent investment of R20 billion over 10 years in the Council for Geoscience galvanize exploration in SA?
  • Botswana, Namibia, Canada, Australia? How has mapping positively impacted exploration investment in these countries?
Moderator:
Michal Kotzé, Head of Mining, PwC
Panellists:
Errol Smart, Managing Director & CEO, Orion Minerals
William (Bill) Witham, CEO, Australia-Africa Minerals and Energy Group
Mosa Mabuza, CEO, Council for Geoscience
Dr Gargi Mishra, Industry Innovation Senior Principal – Mining, Accenture
Conor McFadden, Tax Partner, Fasken

12h15 Session Three
Junior coal mining: who, what and where?
  • What percentage are junior coal miners contributing to the total output of coal in the SADC region?
  • What markets are they serving and what is the outlook for demand in the short and longer-term?
  • What are the latest developments in terms of signing agreements with Eskom? Has the situation improved?
  • What other opportunities exist within the SADC region given the huge power deficit?
  • Who is investing in junior coal projects and how might this change as environmental protections become stricter and interest in renewable energy sources increases?
  • What other challenges do junior coal miners face and how are they addressing them?
Moderator:
Xavier Marcel Prévost, Senior Coal Analyst, XMP Consulting
Panellists:
Morne du Plessis, CFO, Minergy Coal
Jacques Badenhorst, CEO, Maatla Energy Limited
Waheed Sulaiman, Independent Consultant
Dr Sakhile Ngcobo, Director, Sibambene Coal
Ayanda Bam, Executive Chairman, Kuyasa Mining

13h00 Lunch and Networking

14h00 Session Four
Turning around a junior mine: what does it take?
What does it take to turn around an abandoned mine or resuscitate a non-operational junior mining project? This session will focus on resuscitated projects which were previously closed or abandoned and now turned around, operating successfully and generating revenues.
Panellists:
Lily Mine: Fred Arendse, CEO, Siyakhula Sonke Empowerment Corp (SSC Group)
Mooiplats: Louis Loubser, CEO, Mooiplats Colliery
Theta Gold Mines: George Jenkins, CEO, Stonewall Resources/Theta Gold Mines

15h00 Session Five
Lessons from the Legends!
Hear some of the unique experiences and top tips for success from some of the renowned legends in the business!

15h00 Legend 1: Dr Mike de Wit, Consulting Geologist, Majimba Consulting (former Exploration Manager Africa, De Beers)
In the world of diamonds, the Big and the Beautiful: size does matter!

15h20 Legend 2: Alan Smith, CEO, Blyvoor Gold
A lifetime of mining

15h40 Afternoon refreshments

16h10 Legend 3: Vuslat Bayoglu, Managing Director, Menar
How to take a junior and turn it into a successful mid-tier company

16h30 Legend 4

16h50 Session Six
Mythbusters!
Hear some of the prevailing industry myths being argued (for and against) by respected industry figures, both insightful and controversial:
  1. The Xolobeni ruling means the beginning of the end of mining in South Africa!
    Hulme Scholes, Director, Malan Scholes Inc.
  2. Mining Charter III is indeed a new dawn for juniors!!
    Lili Nupen, Founder/Director, Nupen Staude de Vries
  3. Illegal mining is the only profitable mining sector in SA!
    Pontsho Ledwaba
    , Lecturer, School of Mining Engineering, Wits University
  4. SA’s equity markets are fit for purpose and stand ready to support a renaissance in SA junior mining
    Paul Miller
    , Managing Director, CCP 12J Fund
  5. Coal is dead!
    Mike Teke
    , CEO, Seriti Resources

17h20 “Tjop en dop” – a typical South African braai, drinks and networking

19h00 End of Day One

   
   
  Day Two:  Wednesday 5th June


08h00              Registration
09h00 Chairman’s Opening Remarks
Bernard Swanepoel

09h10 Session One
Commodities: what’s hot and what’s not? 
  • What is the current outlook for commodities and how does this affect SA?
  • Which commodities are currently the flavour of the month?
  • What macroeconomic developments are currently impacting commodity prices?
  • Where does SA sit in relation to the global commodities market? How exposed is the local economy to fluctuating commodity prices?
  • How are our exports affected?
Thabang Thlaku, Mining and Commodities Analyst, Standard Bank

09h30 Strategic metals: Where is demand coming from and what are the implications for juniors? 
  • Which metals are currently most in demand and which will be needed for the future?
  • What are the market/supply chain trends driving this demand?
  • Battery metals: which metals are going to be used in batteries in the future – is it just about lithium-ion?
  • How can junior mining companies benefit from these trends?
  • Can junior miners keep up with the increasing demand for battery and other strategic metals?
  • How can juniors match their strategic metals projects with the right resources and financing?
Panellists:
Gerick Mouton, Senior Vice President, Ivanplats
Sam Hosack, Managing Director, Prospect Resources
Thabang Thlaku, Mining and Commodities Analyst, Standard Bank

10h00 Session Two
Showcasing junior mining companies, projects and investment opportunities

10h00 - 
10h15
We need more palladium!
Gerick Mouton, Senior Vice President, Ivanplats

10h15 - 
10h30
Alphamin Resources Corp.: Exciting commodity, stratospheric grade, coming into production in 2019 (an update on the Bisie tin project)
Boris Kamstra, CEO, Alphamin Resources

10h30 - 
10h45
Imaloto Power Project: a local solution to unlocking the potential of the southern Madagascar region
Prince Nyati, CEO, Lemur Holdings

10h45 Major Facts and Fiction!
Peter Major, Director: Mining, Mergence Corporate Solutions

11h00 Morning Refreshments

11h30 - 
11h45
White Rivers Exploration: a major gold-focused investor and explorer in South Africa
Refilwe Monageng, Executive Director, White Rivers Exploration

11h45 - 
12h00
ESG: Thoughts from the trenches
Cobus Loots, CEO, Pan African Resources

12h00 - 
12h15
Funding the Lindi Jumbo Graphite Project in Tanzania
Allan Mulligan, Executive Director, Walkabout Resources

12h15 Major Facts and Fiction!
Peter Major, Director: Mining, Mergence Corporate Solutions

12h30 Session Three
Where's the money? Funding for juniors?
  • How has the situation changed in terms of juniors gaining access to funding?
  • What alternative funding options are available when access to traditional financing is not?
  • Which juniors have been successful in obtaining funding and how?
  • How can juniors better present their projects to investors and funders?
  • SA’s retail investor market: how can this work for the junior sector?
  • What is required to have dynamic public capital markets to increase access to funds?
  • What are the latest developments regarding the IDC exploration fund for juniors?
Moderator:
James Campbell, Managing Director, Botswana Diamonds
Panellists:
Dr Mike Seeger, Director, MX Mining Capital Advisors
Kevin Hodges, Industry Development Champion, Basic Metals & Mining, IDC
Olebogeng Sentsho, CEO, Simba Mgodi Fund
Sascha Keen, Director, Noah’s Rule

13h00 Lunch and Networking

14h00 Session Four
Showcasing junior mining companies, projects and investment opportunities

14h00 - 
14h15
Orion’s Prieska - resurrection and alchemy at work
Errol Smart, Managing Director & CEO, Orion Minerals

14h15 - 
14h30
Maxima Silica
Bruce Stride, Managing Director, Maxima Silica

14h30 - 
14h45
Iron ore product demand shift – understanding China’s desire for higher quality products
Andrew Trahar, Corporate Development and Investor Relations Manager, Zanaga Iron Ore

14h45 - 
15h00
Bauba: Telling a new story about mining
Aviona Mabaso, Group Legal Counsel, Bauba Platinum

15h00 - 
15h15
Prospect Resources
Sam Hosack, Managing Director, Prospect Resources

15h15 Major Facts and Fiction!
Peter Major, Director: Mining, Mergence Corporate Solutions

15h30 Afternoon Refreshments

16h00 Session Five
What works and what doesn’t? Operating models for juniors 
  • What business models are juniors typically adopting? What are the pros and cons of using contract miners?
  • What operational challenges are juniors facing – skills shortages, liaising with the DMR, obtaining permits, etc.?
  • How do juniors deal with organised labour?
  • How can juniors improve their operational processes when their funds are limited?
  • What ESG issues are most problematic for juniors? Which partners can they work with to give them an advantage in terms of governance, environmental compliance and social impact?
  • How can juniors take advantage of digitization in mining? Can they afford it?
Moderator:
Denver Dreyer
, Senior Vice President MM&M EMEA, Worley
Panellists:

Cecilia Jofre, Director, Isometrix
Sifiso Nkosi, Executive Chairperson, Ntuthuko Exploration & Mining
Alistair Hodgkinson, Executive Vice President – EMEA Projects, DRA Global

16h45 Chairman’s Closing Remarks and end of conference

 

This programme is subject to change and Resources for Africa reserves the right to alter the speakers, timing and/or content.

 


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