Registration and refreshments

Welcome and Introduction 

     Bernard Swanepoel

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 

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.

     

     Chair: Lili Nupen, Director, NSDV

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

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? 


     Chair: Billy Mawasha, CEO, Kolobe Nala Investment 


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

Morning refreshments and networking

Session Four
In conversation with Andries van Heerden -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

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

Lunch and networking

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!

Legend 1: Things to know and tell about building new mines – how to be a good partner                   

     Rick Menell, Director of Companies

Legend 2: Coercion to interdependence

     Frans Baleni, Director, F11 Management Consulting 

Legend 4: A work in progress

     May Hermanus, Board Director, Consultant and Academic

Afternoon refreshments

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
     Werner Klingenberg, CEO, Goldplat Plc

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!

     Errol Smart, Managing Director & CEO, Orion Minerals

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 will happen because Elon Musk said so!

     
     Madelein Todd, Chief Marketing Officer, 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

End of Day One

 

Chairman’s Welcome

     Bernard Swanepoel

Ministerial keynote address

     Honourable Minister Gwede Mantashe 

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

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

Morning Refreshments

Session Three
Showcasing junior mining companies, projects and investment opportunities 

      Introduction by Alistair Hodgkinson, Chief Operating Officer, DRA Global

Osino Resources - building Namibia’s next gold mining champion

     Heye Daun, CEO, Osino Resources 

Polymetals Resources - unlocking Siguiri gold potential

     Alex Hanly, CEO, Polymetals Resources 

 

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

     Dr Michael Anderson, Managing Director, Firefinch

Major Facts and Fiction!

     Peter Major, Director: Mining, Mergence Corporate Solutions

Session Four
Showcasing junior mining companies, projects and investment opportunities 

KEFI Gold & Copper - first mover in Ethiopia


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

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
                  Pierre Fourie, Head: Strategy, Namakwa Diamonds & Kao Mine Manager
                  Brandon de Bruin, Chief Operating Officer, Gem Diamonds

 

Session Six

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:

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

Afternoon refreshments and networking

Session Seven
Showcasing junior mining companies, projects and investment opportunities 

 

Lepidico - the global leader in sustainable lithium mica processing

     Joe Walsh, Managing Director, Lepidico

 

Prospect Resources - the new prospect

     Harry Greaves, Executive Director, Prospect Resources

 

Namibia: a future source of conflict-free cobalt

     Pine van Wyk, Country Director Namibia, Celsius Resources

Starting a junior mining company in Tanzania, lessons learnt

     Shedrack Kombe, CEO, Mcharo-Kombe Mining 

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

     Ahmed Hertani, Executive Director, Suricate Minerals

Major Facts and Fiction!

     Peter Major, Director: Mining, Mergence Corporate Solutions

 

Chairman’s Closing Remarks and end of conference