Here you can access a range of live webinars, investor discussion panels, and analyst-led commodity updates from recent events in our 121 Mining Investment global series.
Investment Leaders Panel: Outlook for Metals and Mining Investment as the Bull Market Continues
A stellar group of portfolio managers from mining’s larger funds, finance and streaming firms address near term challenges after a sell-off in global equities and the start of a period of high inflation not witnessed in decades.The investors were resolutely...
Investor Panel: Dissecting the Opportunity in Silver and Silver Equities
We hosted a fascinating presentation followed by discussion on the current dynamics of the silver market, it’s scarcity compared with gold, it’s future growth in industrial applications and the attribution value of silver for the institutional investor.The expert panel highlighted...
Nickel Briefing: Outlook and Fallout from Nickel’s Exceptional Year – Macquarie Bank
Globally recognised leading metals analyst Jim Lennon takes us through the supply and demand dynamics and outlook for nickel. After an exceptional year for nickel where a squeeze pushed it over $100,000 at ton leading to the LME ceasing trading,...
Macro Trends & Their Impact on Mining PE Strategy, Deal Making & Capital Raising – Denham Capital
Long term investor and private equity portfolio manager Bert Koth presents How the last two years changed mining private equity – Macro Trends and their impact on mining PE strategy, deal making and capital raising.We hear the the impacts on...
Wood Mackenzie Insight: What the Strategies of the Diversified Miners Mean for the Industry
James Whiteside of Wood Mackenzie presents expert analysis of how commodities markets are evolving within the energy transition thematic, and how the diversified major miners are adapting their strategies for a paradigm shift to meet energy transition demands. We learn...
Discovery Investing Panel: Discovering Africa’s Next World Class Assets
An esteemed panel of investors and analysts provide insights about how crucial exploration stage projects and investment is at this point in the metals bull market. We hear how the new capital is especially connected to the battery materials space,...
Leaders in Mining Investment Panel: Achieving Scale & Finding Value in the Cyclical Business of Mining
The investment leader’s panel at 121 Cape Town opened with clear and stern messages for the politicians, automotive and generalist investment community to embrace the opportunity in the mining sector as the essential first pillar to enable the energy transition.The...
Mine Finance and Funders Panel: Developing Economic Discoveries into the Next Generation of Mines
This panel answers the question of how available is equity and debt finance for quality mining projects across the continent.We hear about the key success factors for tapping into the various available sources of capital. And how the credit markets...
Mined Commodities Outlook: Correction and Onwards Higher? – Colin Hamilton, BMO Capital Markets
Here renowned sector analyst Colin Hamilton takes us through his outlook for the metals and bulk commodity market. We hear about the major global dislocations impacting the supply side and creating a constrained world. This in turn is hurting demand...
What Does the Energy Transition Mean for Africa This Decade?
We spoke with Christian-Geraud Neema, development economist and research expert on natural resource governance and Chinese outward investment, about what the global efforts to decarbonise industries means for resource and metals rich African jurisdictions.He highlights how the energy transition comes...
Due Diligence Essential to Filter Good Assets from Big Economic Discoveries
Spotting the characteristics in a junior exploreco that will turn a great asset into the next big economic discovery.Website: www.explorationinsights.comGuest:Brent Cook, Economic Geologist, Exploration Insights
Domestic Rare Earths Industries: Closing the Gaps in Supply and Supply Chains
The energy transition requires a greater and steadier supply of the rare earths and other critical minerals to help with the buildout of EVs and other renewable technologies. With China currently dominating the critical minerals space, companies around the world...
Investment Briefing: Close Encounters of The Junior Kind (Taking Advantage of the Cycle)
Nikki Adshead-Bell of Cupel Advisory has worked in both buyside investment roles and led corporate mining companies throughout her expansive career. Here she takes us though the essential mindset for investing throughout the various stages of the commodities cycle.We gain...
Gold Briefing: The Fed in a Trap – Brien Lundin, Gold Newsletter
• Have old beliefs about precious metals died with the rise of crypto, 'green' stocks and heavily inflated S&P 500?• Positioning against the macro risks of Fed tapering, pandemic tailwinds, Evergrande led property slump in China• How to find value...
Silver Insight: Silver 2022 and Beyond – David Morgan, The Morgan Report
• Silver market dynamics in the context of conflict, Russia sanctions, limited FED levers and the inflation problem• Global industrial demand outlook this decade• Mine production - what does it tell us?Website: www.themorganreport.comGuest:David Morgan, Chief Editor, The Morgan Report