Why is the journey through exploration stage becoming more difficult? Resource replacement needs – How significant is the global resource gap between current mined ounces and new ounces coming online?...
Key drivers for investment from African focused funds and investors looking at African projects Good ESG principles are fundamental to successful mines – but how are investors and corporates improving...
Interpreting the sector at present: How are natural resource fund managers evaluating sector risks and identifying successful companies? Perspectives on the geopolitical themes shaping the year ahead: US-China trade war;...
Update on Sino-US trade war dissruptions on metals markets Environmental inspections on domestic mine output NEV industry switch from policy to market-led Chinese dominance of strategic metals – does it...
After a prolonged period of underinvestment in juniors to what extent is investor appetite improving? How to identify the next generation of successful companies? Where should companies focus their business...
Global slowdown trends and rapid adoption of renewables and electric mobility Opportunities per commodity – which do investors need to persue? Implications of gold market bull run – will generalists...
Addressing the liquidity gap in public markets – alternative forms of project finance available to junior mine builders Where are specialist PE funds seeing opportunity and creating value? Is competition...
Where does Africa’s mining sector stand to benefit in the resource rush for battery grade metals? Hot picks and top risks: o Nickel – another strong year – what happens...
Trade wars and resource nationalism: threats and opportunities for the mining investor Currencies and commodity prices - Examining the outlook for inflation and interest rates and the impact on metals...
Where next for the gold price and underlying gold mining equities? Return cash to investors or invest in growth? How can miners attract new shareholders while avoiding a future supply-side...
