Agenda: 1 & 2 June 2022


2022 JUNIOR INDABA

For explorers, developers and investors in junior mining in Africa

1st & 2nd June 2022, Country Club Johannesburg, Auckland Park

 

 

  Day One:  Wednesday  1st June 2022


08h00-08h45

Registration and refreshments


08h45- 09h00

Welcome and Introduction 

     Bernard Swanepoel


09h00-09h20

Session One
Keynote address: Reviving exploration in South Africa - how do we get to 5% of global exploration spend in 5 years?
Understanding the potential impact that investing in exploration has on the economy and on creating new capital, infrastructure and jobs
Why is South Africa failing to attract exploration investment?
How can all the key stakeholders – industry (including the majors), the Minerals Council, government and investors - work together to provide support and assistance for junior mining and exploration in South Africa?
Is the target of 5% of global exploration spend in 5 years achievable? What are the consequences if we don’t reach it?

     Roger Baxter, CEO, Minerals Council South Africa 


09h20-10h05

Session Two
How can government policy and legislation be reformed to promote junior mining and exploration?
Examining current mining policy and legislation – the MPRDA and Mining Charter – why are they not fit for purpose for junior miners?
What can the Government do to ease the regulatory compliance requirements for junior miners? Learning lessons from our neighbours, Botswana and Namibia
What is the status of DMRE initiatives to promote junior mining and exploration – the cadastre system and exploration strategy?
What is being done to reduce delays and clear the backlog in terms of the granting of mining and prospecting rights?
How can industry and government collaborate to speed up the reform of government policy and legislation? Balancing the need for social equality with reducing the cost of compliance for junior miners.

     Patricia Gamede, Acting Director General, DMRE
     Errol Smart, Managing Director & CEO, Orion Minerals
     Mosa Mabuza, CEO, Council for Geoscience
     Lili Nupen, Director, NSDV


10h05-10h35

Session Three
Creating a favourable incentive system for juniors: what options are there?
What incentives could be offered for foreign and local investors to invest in junior mining and exploration in South Africa?
How would implementing a flow-through share scheme benefit investors and junior miners?
What is the status of the flow-through share model developed by Fasken, ENSafrica, PwC and the Minerals Council?
How can incentives be tied in with initiatives to raise funds for exploration on the JSE and CTSE? 

     Andries Myburgh, Executive, Tax, ENSafrica
     Sam Mokorosi, Head of Origination & Deals, JSE
     Lullu Krugel, Chief Economist & Partner, PwC South Africa




10h35-11h05

Morning refreshments and networking


11h05-12h45

Session Four
The Afrimat success story
Andries van Heerden will share his experiences and how Afrimat overcame the challenges of establishing and operating a mine in South Africa and offer his insights and advice for those wanting to do the same.

     Bernard Swanepoel and Anthony Clark, Analyst Smalltalkdaily Research, in conversation with:
     Andries Van Heerden, CEO, Afrimat


12h45-13h25

Session Five
In conversation with Stefano Marani – the Renergen success story

Renergen is best described as the 10-year overnight success! The path from 4 “holes in the ground” to becoming one of the world’s most strategically important mineral deposits was a long and very lonely journey. As with all success stories, it required significant amounts of luck, but also a complete review of how gas companies do business. In this regard, it helped immensely that the two co-founders had no experience in the industry, and so our approach was to view the business with a blank canvas and build a business from first principles, focusing on the logistics towards revenue. This session will narrate this and the asset, along with its unique geology and particularly why junior mining in SA should be supported.

     Bernard Swanepoel and Anthony Clark, Analyst, Smalltalkdaily Research, in conversation with: 
     Stefano Marani, CEO, Renergen


13h30-14h30

Lunch and networking


14h30-15h50

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


14h30-14h50

Legend 1: Rick Menell


14h50-15h10

Legend 2: Frans Baleni, Director, F11 Management Consulting 

 

15h10-15h30 Legend 3: Ignore communities at your peril

     Richard Spoor, Director, Richard Spoor Inc. Attorneys


15h30-15h50

Legend 4: May Hermanus, Board Director, Consultant and Academic


15h50-16h15

Afternoon refreshments


16h15-16h45

Session Seven
Do we still have the ecosystem to build new mines in Africa?

     Chair: Alistair Hodgkinson, Chief Operating Officer, DRA Global
     

     Jerome Govender, Managing Director, Moolmans
     Keith Scott, CEO, Fraser Alexander


     

16h45-17h30

Session Eight
Mythbusters!
Hear some of the prevailing industry myths being argued (for and against) by respected industry figures, both insightful and controversial:

i. Today’s mining graduates will be unemployed by the age of 40!

     
     Paul Miller, Director, AmaranthCX
     Thabile Makgala, Mining Executive, Impala Platinum

ii. South Africa will never achieve 5% of global exploration spend!

iii. South Africa’s mining policy and legislation needs to be completely rewritten to accommodate the needs of juniors!

     Hulme Scholes, Director, Malan Scholes Inc.

iv. Becoming a successful junior and raising funds is easier than ever!

     Jan Nelson, CEO, Big Tree Copper Limited

v. Mining for metals to enable the energy transition can only be done effectively by majors!

     
     Madelein Todd, CMO, Manganese Metal Company

vi. The mining industry has a duty to make the exploration data that they have available to the Council for Geoscience!


     Mosa Mabuza, CEO, Council for Geoscience



17h30-19h00 “Tjop en dop” – a typical South African braai, drinks and networking


19h00

End of Day One

 

   
  Day Two:  Thursday 2nd June 2021


08h00-08h45 Registration and refreshments


08h45-09h00

Chairman’s Welcome

     Bernard Swanepoel


09h00-09h30

Ministerial keynote address

     Honourable Minister Gwede Mantashe (under invitation)


09h30-09h50

Session One
Commodities outlook for 2022 and beyond
How are commodity prices faring in 2022 compared with 2021? What macroeconomic factors are influencing prices?
Are we still in a supercycle? Which metals are performing better than others and why?
Are low inventories and supply disruptions caused by Covid-19 still affecting commodity markets? If so, for how long are they expected to continue?
What is the forecast for the rest of 2022 and beyond - will prices continue to remain elevated? 

    Derryn Maade, Global Head of Metals & Mining Markets, Wood Mackenzie


09h50-10h20

Session Two
The energy transition and demand for strategic metals – what are the opportunities for juniors?
How are the energy transition and governments’ pledges towards net zero impacting the mining industry and juniors in particular?
To what extent are juniors better placed than the majors to take advantage of the energy transition and demand for strategic metals?
What opportunities are there for joint ventures between majors and juniors?
Which metals are needed and for which applications? Is there a likelihood of a supply deficit for certain metals unless the industry acts now?

     Chair: Andries Rossouw, Energy, Utilities and Resources Leader, PwC Africa


               Fortune Mojapelo, CEO, Bushveld Minerals
               George Bennett, CEO, Rainbow Rare Earths
               Marna Cloete, President, Ivanhoe Mines


10h20-10h50

Morning Refreshments

10h50-11h50

Session Three
Showcasing junior mining companies, projects and investment opportunities 


10h50-11h05

Osino Resources - building Namibia’s next gold mining champion

     Heye Daun, CEO, Osino Resources 


11h05-11h20

Polymetals Resources - unlocking Siguiri gold potential

     Alex Hanly, CEO, Polymetals Resources 

 

11h20-11h35

The kings of the jungle – the story of the gorilla and the lion



     Dr Michael Anderson, Managing Director, Firefinch


11h35-11h50

Major Facts and Fiction!

     Peter Major, Director: Mining, Mergence Corporate Solutions


11h50-12h50 

Session Four
Showcasing junior mining companies, projects and investment opportunities 


11h50-12h05 From discovery to development: MRG metals –a significant HMS player

     Andrew Van Der Zwan, Chairman & Non-Executive Director, MRG Metals 

12h05-12h20

KEFI Gold & Copper - first mover in Ethiopia


     Harry Anagnostaras-Adams, Executive Chairman, KEFI Gold & Copper

12h20-12h35  The Waterberg PGM project: large-scale, low-cost mine development on the Northern Limb

     Schalk Engelbrecht, Finance Executive, Platinum Group Metals


12h35-12h50 Major Facts and Fiction!

     Peter Major, Director: Mining, Mergence Corporate Solutions


12h50-13h40 Lunch and networking


13h40-14h10

Session Five
Are diamonds forever? What is the current state of the diamond sector and how are diamond juniors faring?
Analysing current supply/demand fundamentals in the diamond sector. To what extent has the market recovered? What has been the impact of Covid-19 on supply? Where is growth going to come from?
How are African diamond producers performing and what is the outlook for the next 12-24 months given current macro-economic trends?
What challenges are junior diamond producers facing and what needs to be done to assist them?

     Chair:    James Campbell, Managing Director, Botswana Diamonds


                  Richard Duffy, CEO, Petra Diamonds
                  Lyndon De Meillon, Consulting Geologist, Paleostone Mining

 

14h10-15h10 

Session Six

14h10-14h25

Fact or Fiction?  "SA's public markets are no longer fit for purpose in a resource rich economy”
Who's to blame and what can aspirant explorers and mine developers do about it?

     Paul Miller, Director, AmaranthCX


Followed by a panel discussion:

14h25-15h10

Funding for juniors – what sources of finance are available and how can juniors access them?
What forms of finance are available to juniors from the private markets? What are private investors looking for?
How has Covid-19 impacted investors’ willingness to invest in high-risk exploration projects?
What does an ‘investable’ project look like? How can projects be packaged more creatively to attract investors?
How can we develop our local public markets to attract funding for exploration? What lessons can we learn from the Australian and Canadian public markets?

 

     Chair:     Mametja Moshe, Founder and CEO, Moshe Capital


                   Vusumuzi Dube, Business Development Manager, IDC
                   Caroline Donally, Managing Partner, Sprott Resource Streaming and Royalty
                   Paul Miller, Director, AmaranthCX
                   Paul Smith, Chairman, Trident Royalties


15h10-15h40

Afternoon refreshments and networking

15h40-17h10

Session Seven
Showcasing junior mining companies, projects and investment opportunities 

 

15h40-15h55

Lepidico - the global leader in sustainable lithium mica processing

     Joe Walsh, Managing Director, Lepidico

 

15h55-16h10

Prospect Resources - the new prospect

     Harry Greaves, Executive Director, Prospect Resources

 

16h10-16h25

Namibia: a future source of conflict-free cobalt


     Pine van Wyk,
Country Director Namibia, Celsius Resources


16h25-16h40 

Starting a junior mining company in Tanzania, lessons learnt

     Shedrack Kombe, CEO, Mcharo-Kombe Mining 


16h40-16h55 

Suricate Minerals – seeking to unlock high grade gold potential in north Mauritania & Copper, Nickel, PGEs and Lithium

     Ahmed Hertani, Executive Director, Suricate Minerals


16h55-17h10

Major Facts and Fiction!

     Peter Major, Director: Mining, Mergence Corporate Solutions

 

17h10-17h15

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.