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Conference Day Two, Wednesday 31 March 2010 |
| 08:30 |
Refreshments served |
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| 08:50 |
Opening remarks from the Chair
Lawrence Roulston, Editor, Resource Opportunities |
| DOING BUSINESS IN THE CHINESE Mining SECTOR - understanding the evolving political, economic and operational environments in China |
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Keynote address |
| 09:00 |
China - maintaining momentum through rebalanced growth
Sentiment towards China is shifting from exuberance just a few months ago to concern about policy adjustments and the side-effects of last year’s remarkable credit growth. This presentation will address the following questions: |
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- What is the outlook for asset prices, inflation, and the RMB in light of China's recent tightening measures?
- How is China fine-tuning its credit policy and which industries are likely to be impacted by administrative controls?
- Can the government effectively temper the boom-bust characteristic of China's property market?
- How will Chinese end-demand and credit conditions affect commodity prices and resource based economies in 2010?
Jing Ulrich, MD & Chairman China Equities & Commodities, JPMorgan, Hong Kong
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Keynote address |
| 09:20 |
Changing dynamics for coal in China |
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- Examining the current status of the Chinese coal industry and historical dynamics
- Overview of the policy environment
- Identifying challenges including - resource depletion, resource quality, cost structure and logistics
- Opportunities and outlook
Alexander Molyneux, President & CEO, SouthGobi Energy Resources |
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| 10:05 |
Understanding the project finance landscape for foreign mining companies operating in China |
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- Developing cooperation between Chinese banks and the global mining sector for projects in China
Amy Cheng, MD - Metals and Mining, Bank of China International Asia
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In order to maximize time available for presentations, there will be no formal break in the conference proceedings for morning tea. To provide maximum flexibility morning tea will be available from 10:20 through until 11:20 in the catering area. |
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Case study |
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10:20 |
Operating in China - lessons learnt from an international mining company
Dickson Hall, Vice President, Business Development, Continental Minerals Corporation |
| 10:35 |
10 minute company presentations |
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Chair:
TBA
Malcolm Norris, Executive General Manager Exploration & New Business, Intrepid Mines
Robert Mosig, MD, Platina Resources
Winnie Wong, Apoquindo Minerals
David Archer, MD, Hillgrove Resources
John Levings, Technical Director,Robust Resources
Campbell Baird, CEO, Focus Minerals
Frank Callaghan, Barkerville Gold |
| Spotlight on China’s outbound investment in Mining |
| 11:45 |
Forecasting future outward investment in resources from China – perspectives from major Chinese buyers of mineral commodities |
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- Looking at how the recent global financial crisis has provided new opportunities for Chinese investment in mining assets
- What is the outlook for future overseas foreign direct investment in the mining sector?
- What are some of the challenges faced by Chinese SOEs when investing overseas and how can these be overcome?
- What do investor and target company need to know about each other in order to streamline the investment process?
Moderator:
Jeff Turner, Senior Trade Commissioner, Austrade Guangzhou & China Mining and Resources Team Leader, Austrade
Panellists:
Charlie Tian, Executive Vice President, CITIC Resources
Chen Jinghe, President, Zijin Mining Group
Yang Wanghong, Senior Manager, Shandong Gold Group Co.
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| 12:15 |
Benefiting from Chinese foreign direct investment |
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- Examining the opportunities created by the GFC for China and the implications for the resources sector
- Understanding the scale and implications of China's emergence as an exporter of capital
- Chinese investors acquiring distressed assets and distressed debt - threat or opportunity?
- Ensuring geopolitical risk and protectionism issues are overcome before deals are made
Clive Palmer, Executive Chairman, Mineralogy
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| In order to maximize time available for presentations, there will be no formal break in the conference proceedings for lunch. To provide maximum flexibility lunch will be available from 12:35 through until 14:05 in the catering area. |
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| 12:35 |
Examining China’s strategy for outbound investment in mining |
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- Reviewing recent investments made by China in the global resources sector
- What is China’s current outbound investment strategy and how can the mining sector benefit from it?
- Equity, debt, offtakes etc – understanding what Chinese investors in global mining really want for their money
- Spotlighting key regions China is focussing on for investment in mining
- Lessons learnt from recent successes and failures
Matt Pieterse, Director, Finance and Head of China Capital Advisors, The Beijing Axis |
| 12:55 |
The new legal framework for foreign investment in mining in Indonesia
- A recap of the previous position
- Changes in the 2009 Mining Law and state of play on implementation
- Issues in the interim phase
- Themes and opportunities emerging
Anna Howell, Head of Energy Asia, Herbert Smith
Brian Scott, International Counsel, Herbert Smith
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| 13:10 |
10 minute company presentations |
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Chair:
TBA
George Tumur, MD, Hunnu Coal
Anton Chertkov, Chairman, SMR
Warren Hallam, MD, Metals X
Scott Trebilcock, VP Business Development, Nautilus Minerals
Chris Farmer, Finders Resources
Mathew Longworth, MD, Heron Resources
Rick Watsford, Managing Director, Range River Gold |
| 14:25 |
Tracking the globalisation of the China Mining Capital Markets |
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- Understanding China’s impact on the development of the global mining industry and the prospect of China’s mining industry
- Examining the rapid growth of China’s mining capital market
- How will China become the world’s next mining capital centre?
- Probing the direction of China mining capital's "Going Out" strategy
Jin Jianhua, MD, Investment Banking, CITIC Securities
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| 14:45 |
Examining opportunities for mining investment in Botswana |
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- Outlining why Botswana is an excellent country for mining projects, with a stable democratic government and a well educated workforce
- Who is A-Cap Resources?
- Detailing challenges and opportunities associated with A-Cap’s uranium project in Botswana
Andrew Tunks, Managing Director, A-Cap Resources
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| 15:00 |
In order to maximise time available for presentations, there will be no formal break in the conference proceedings for afternoon tea. To provide maximum flexibility, afternoon tea will be available from 15:00 through until 16:20 in the catering area. |
| 15:00 |
10 minute company presentations |
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John Mair, Technical Director, Greenland Minerals and Energy
Rhylin Bailie, Director, Investor Relations, Nova Gold
Blane W. Wilson, Executive Mining Advisor, Nevada Operations, Klondex Mines
Simon Fleming, Operations Manager, Stonehenge Metals |
| 15:45 |
Closing remarks from the Chair |
15:45 Delegates are asked to move to one of the two breakout rooms. Presentations in these rooms will begin at 16:05 |
| Regional round up – reviewing key Asian region mining policy, regulation, development & investment opportunities |
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Stream 1 – Mongolia
Chair:
Alisher Ali Djumanov, CEO, Eurasia Capital
16:05 Examining policy developments in Mongolia affecting the mining and investment sectors
- Examining Mongolia’s plans to list SOEs on international stock exchanges
- Updating the current economic climate in Mongolia and the extent that mining currently contributes in the economy
- Reviewing Mongolia’s potential as a supplier of minerals and looking at which markets Mongolia can service
- Detailing the latest in policy developments impacting the development of Mongolia’s resources industry
- What are the implications of these developments for foreign investors?
Masa Igata, CEO, Frontier Securities
Panel discussion
16:25 Mongolia – the new frontier
- Identifying the role of foreign investors in Mongolia and areas for investment, such as exploration, mine development and infrastructure
- What are the potential economic benefits for Mongolia from Oyu Tolgoi?
- What challenges lie ahead in the development of Oyu Tolgoi and other projects?
- Mongolia?
William Bulmer, Head of Mining Investment, International Finance Corporation (World Bank Group)
Peter Morrow, CEO, Khan Bank
Masa Igata, CEO, Frontier Securities
Battsengel Gotov, CEO, Energy Resource (Mongolia)
17:05 Closing remarks from the Chair
17:10 End of day two and close of conference |
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Stream 2 – India and South East Asia
Chair:
Jamie Turmanis, Conference Director, Beacon Events
16:05 Investment opportunities in Indian mining sector
- Understanding where India’s key mineral resources are situated
- Forecasting future domestic supply and demand for India’s mineral resources
- How is India encouraging foreign direct investment in its mining sector – or is it?
- Recognising the need for Indian outbound investment in mining projects and assessing current activity in this area
S.B.S. Chauhan, Adviser, Federation of Indian Mineral Industries
16:35 Updating the latest developments in mining in South East Asia
- opportunities for foreign mining companies in South East Asia
- Providing a country by country snapshot of mining policy, regulation and development in South East Asia
- Recognising the rising interest from China in South East Asia’s mineral endowments and what this means for South East Asia’s mining sector
Priyo P. Soemarno, Secretary General, ASEAN Federation of Mining Associations
17:05 Closing remarks from the Chair
17:10 End of day two and close of conference |
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