The Exploration vs Mine Financing panel looks at where the money is going and where our panel of investors are focusing at the moment. We begin with a look at where investors are allocating their funds, creating distinctions between greenfield and brownfield exploration and mine development.
Panellists discuss how they evaluate value and opportunities, and they get into risk management and assessment.
The session looks at a key issue at the moment of supply constraints in the battery materials space. Panellists point to the growth in government involvement and investment in domestic supply chains as a reaction to this.
Finally, the discussion closes off with a look at investors’ near-term focus and trends for the coming year.
Bert Koth, Managing Director & Partner, Denham Capital Mining Fund
Hedley Widdup, Manager, Lion Selection Group
Kevin McElligott, Managing Director – Australia, Franco-Nevada
Peter Rozenauers, Portfolio Manager, Orion Resource Partners
Stephen Motteram, Global Head of Asset Development, Noble Group