Investor Discussions

Are we on the verge of the next commodities supercycle? The panel begins with a discussion on the key drivers for this coming commodities supercycle – how long investors expect it to last, how supply and demand dynamics play into...

The panel starts with a discussion around the record pricing we’ve seen in 2021 for many of the base metals. Panellists note the strong demand environment, driven by economic stimulus and synchronous global growth that we continue to see as...

The session begins with an in-depth look at the efforts that South Australia has put into their own energy transition. Within the past 15 years the state has gone from less than 1% renewables to now around 70% renewable electricity...

This presentation focuses on the role of uranium within the clean energy and decarbonization discussion. The presenter notes that there is a growing bias towards the resources that will enable electrification and decarbonization such as uranium, nickel, copper, cobalt, etc....

The Exploration Finance panel looks at the current state of exploration activity and financing as well as expectations for the coming year, highlighting some key trends that the panellists are noticing. The discussion kicks off with panellists noting their current...

The Commodities Outlook panel looked at expectations for 2021 and beyond for individual sectors. The panel kicks off with a discussion on the current record-high prices for commodities and what is influencing this trend. Panellists discuss how money flows, strong...

In this investor discussion with Jose Martinez, CIO and Executive VP of Investments at Rimac Seguros, we hear how a generalist CIO with significant AUM sees opportunities to increase holdings in global equities and where metals and mining play into...

In this interview with Daby Carreras, Wealth Manager at Spartan Capital we hear the wealth manager perspective on the opportunity for significant returns in mining equities, a bullsish outlook on gold and the investment case for holding gold miners. We...

This session provides an outlook on the current copper bull market. CRU provide a short presentation to set the scene supply and demand fundamentals expected up to 2030, before we engage in broader discussion among the panellists. We hear about...

This panel covers the tight supply scenario in metals, a lack of investment in bearish years and covid stimulus all poring fuel on the fire of this commodities price rally. Important insight is shared on the current sate of play...

In this investor 1 on 1 with Ryaz Shariff, Principal and Portfolio Manager at Primevest Capital, we discuss the secular opportunity in natural resources, not getting overhyped and what fund flows into the sector suggest about where we are in...

Fahad Tariq, Vice President, Equities Research - Precious Metals at Credit Suisse discusses key developments in the gold market and the investment appeal of gold mining equities. Fahad tackles specifically how the gold market is tied to real rates as...

1 on 1 discussion with Warren Irwin, President and CIO at Rosseau Asset Management. 1 on 1 discussion with Warren Irwin, President and CIO at Rosseau Asset Management Warren Irwin, President and CIO at Rosseau Asset Management, discusses the current...

Are gold miners delivering ESG at a level sufficient enough to attract a broader investor base? Identifying winners amid the bull market noise Portfolio differentiators in a rising price market - gold, silver, platinum, diamonds or other precious metals? How...

The panellists explore the key challenges in progressing the energy transition away from hydrocarbons and towards electrification. Important challenges are debated around the sheer scale of mined materials and new infrastructure required to achieve an electrified future. Crucially, the amount...