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Pre conference Summit A: 7 April 2008, 9.30am - 4.30pm
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| CAPITAL RAISING SUMMIT AND INVESTOR FORUM |
This pre-conference summit will address some of the key issues and considerations of mining companies seeking to raise capital through
Equity and debt capital markets. Summit A will discuss the different strategies for mining companies at different stages of development and
will explore the role of Asia in the global mining equity markets. This will be followed by an Investor forum for investors to learn about some of
the latest mining projects outside of Asia.
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09.30 | Registration and morning refreshments
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10.00 | Legal challenges in raising equity for minin projects
in SE Asia, with a special focus on Indonesia
- Equity: Experience with AIM, TSX, ASX and HKSE
- Managing perceptions of legal uncertainty
- A review of several case studies including a quick review of implication of Indonesia’s new mining law
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10.30 | The Exchange War - Relevance for mining transactions
• The exchanges are battling it out for listings and
market share.
• Do they compare in the capital raising stakes and
more importantly in relative performance?
• Which exchange best serves the mining community for Merger and Acquisition activity and what are the reasons that one market appears to be better than the others?
• If you were looking at a new listing or capital raising which market should you tap? |
| | Mr Kevin Tomlinson, MD, Investment banking, Natural Resources, Thomas Weisel Partners (UK)
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11.00 | Listing of resources companies in Asia – issues and considerations
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11.30 | Morning Refreshments
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| CAPITAL RAISING SUMMIT: STOCK EXCHANGE PRESENTATIONS |
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12.00 | London - Gateway for the Chinese mining companies to the world capital markets
• The latest development of the European capital markets
• Opportunity for the Chinese companies in European Capital Markets
• What London capital market has to offer the Chinese mining companies
• Case studies of Chinese and global mining companies on the London capital market |
| | Ms Jane Zhu, Head of Asia Pacific, London Stock Exchange
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12.30 | Overview of the Hong Kong securities market among global exchanges
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13.00 | Networking Lunch
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| INVESTOR FORUM |
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14.00 | Project showcase: Citigold Corporation |
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14.20 | Project showcase: Arafura Resources |
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14.40 | Project showcase: Playfair Mining – Tungsten |
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15.00 | Project showcase: Neptune Minerals |
| | Ralph Rossouw, Chief Executive Officer & Executive Director, Zeehan Zinc
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15.20 | Project showcase: Kingsgate Consolidated / Akara Mining
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15.40 | Project showcase: Asian Mineral Resources |
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16.00 | Panel Q&A with session speakers
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16.30 | Close of Summit A
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17.30 | Investor Networking Cocktail
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Pre conference Masterclass B: 7 April 2008, 9.30am - 4.30pm
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09.30 | Bulk material handling: In-pit crushing and conveying (IPCC)
In the current climate of high oil prices and global mining boom, the use of large trucks for haulage is increasingly expensive and inept. Along with the rising cost of labour and emerging environmental issues, the bulk material handling of the mining industry is heeded for significant transformations.
This masterclass will explore the ‘new generation’ of semimobile in-pit crushing and conveying systems and the potential impact on cost reduction. It will look at the key drivers for and against in-pit crushing and explore the factors that will affect its success. The class will also include an evaluation of the results of a study undertaken by Sandvik for a real but “typical” in-pit system versus the truck/shovel alternative.
Masterclass Leaders: |
| | Phil Morriss, Vice President of Mining Technical services , Sandvik Mining and Construction
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Day One: Tuesday, 8 April 2008
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08.00 | Registration
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08.50 | Opening video and start of conference
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| SUSTAINING MINING INDUSTRY GROWTH: EXPLORING THE ROLE OF ASIA AND ASIAN COMPANIES |
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09.10 | Chairperson’s opening remarks
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09.20 | Asian keynote : China Shenhua’s internationalization, growth opportunities and strategy
- Evaluating the evolution of top Asian/Chinese mining companies
- Exploring their increasing internationalisation and their growth opportunities
- Overview of China Shenhua Energy and its business directions
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| | Dr. Wen Ling, Executive Director, President & CFO, China Shenhua Energy
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09.50 | International keynote : Accessing value in Asia - Explorations, strategic alliances and acquisitions
- Overview of Barrick Gold’s exploration strategies
- Evaluating key challenges and opportunities in Asia
- Development and investment projections in Asia
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10.20 | International keynote : Rio Tinto - Global exploration strategy and activities in the Asia Pacific
- Overview of Rio Tinto’s exploration strategies
- Evaluating key challenges and opportunities in Asia
- Growth and investment projections in Asia
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10.50 | In Conversation with keynote speakers
Hosted by
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| | Rico Hizon, Business & Financial News Anchor, BBC World
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| COUNTRY UPDATE: CHINA |
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11.20 | Morning refreshments
Hosted by 
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11.50 | Opportunities and potential for foreign investments in the mining sector in China
- Updates on mining and exploration regulations in China
- Key industry projections and statistics
- Understanding the current regulatory guidelines for foreign investments in the exploration and mining sector
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| | Ms Lu Yang, Vice Director General, Minerals Development Department, Chinese Ministry of Land and Resources
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12.10 | Supply & demand analysis of iron ore in 2008
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| | Mr Jian Zou , Chairman & Director , Association of Metallurgical Mine Enterprises
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12.30 | Asia and global metals markets |
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12.50 | Jinshan Gold Mines- Operating one of the largest gold mines in China
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China gold production
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China Exploration
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China Growth
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13.10 | Developing the first ever Sino Foreign owned gold mine in Heilongjiang
• Overview of Leyshon Resources
• Overview of the Heilongjiang Zheng Guang project
• Key strategies, challenges and projections |
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13.30 | Q&A time with session speakers
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13.40 | Networking lunch
Hosted by 
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| COUNTRY UPDATE: INDONESIA |
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14.40 | China foreign mining companies panel discussion: Accessing value and opportunities in China’s mining sector: Strategies and challenges of foreign players
- How do you negotiate and acquire effectively in China?
- What are some of the key exploration licensing and operational issues in China?
- What are some of the issues surrounding mine construction and operation in China?
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| | Moderator: Mr Chris Tonkin, Head of Natural Resources, Project and Structured Finance, ANZ
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15.10 | Capital raising for the mining sector in Asia- The China mining revolution and the role of Hong Kong
• Evaluating Hong Kong’s current role as the centre of mining finance for China
• Exploring its potential impact on SE Asia mining finance in the coming years
• Will extreme volatility in the Hong Kong market upset this dream run?
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| | Mr Warren Gilman, Managing Director, Head of Asia Pacific Region, CIBC World Markets
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15.40 | Q&A time with session speakers
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15.50 | Afternoon refreshments
Hosted by
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16.20 | Sustaining value in Indonesia’s mining sector - Critical learning points from P.T Freeport
- Understanding Indonesia’s political and social environment
- Successfully engaging local communities
- Key challenges and solutions
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16.40 | Overview of Oxiana and its recently acquired Martabe project in Indonesia
- Overview of Oxiana and its operations in Asia
- Overview of the Martabe project: Reviewing key issues and key aspects of the BFS
- What Martabe will mean for Oxiana and for Indonesia and North Sumatra
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17.00 | Emperor Mines: A growth story in the Asia Pacific region
• Reviewing Emperor Mines’ production and development progress
• Charting Emperor Mines’ growth
• Understanding why Asia is an important component to Emperor’s future |
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17.20 | Joint presentation: Building mines and relationships in Indonesia
- Operating a gold mine in Indonesia - an overview
- Avocet Mining’s projects and prospects in Indonesia
- Avocet Mining: a corporate overview
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17.40 | Q&A time with session speakers
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17.50 | Chairperson’s closing remarks
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18.30 | Welcome Networking cocktail and Trivia Night! Raffles City Convention Centre
Hosted by 
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Day Two: Wednesday, 9 April 2008 (am) - Opening plenary
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09.00 | Chairperson’s opening remarks |
| | Mr Chris Tonkin, Head of Natural Resources, Project and Structured Finance, ANZ
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| THE INCREASING ROLE OF GLOBAL STEEL AND TRADING COMPANIES IN MINING INVESTMENTS |
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09.15 | Steel industry keynote : ArcelorMittal - Increasing diversification, integration and progressing towards supply security through upstream investments
- Evaluating the upstream investment trends of the top steel makers and industrial manufacturers globally
- Overview of ArcelorMittal and its growth strategies
- Exploring some of ArcelorMittal’s investment pipelines in Asia
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09.45 | Keynote: RMMI (Government of Ras Al Khaimah,
UAE) - Investing in offshore mineral resources to
meet rising global demand
- Overview of Ras Al Khaimah Minerals & Metals Investments (RMMI) and its strategies
- Exploring its role in overseas resources development
- Business directions, investment strategies and growth projections
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10.15 | In Conversation with keynote speakers
Hosted by: |
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10.45 | Morning refreshments
Hosted by 
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Day Two: Wednesday, 9 April 2008 - Breakout Stream A
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| MINING CONCESSIONS AND COUNTRY ENTRY STRATEGIES |
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11.15 | Overview of the investment and risk climate across different Asian countries and the impact on mining investments
- Overview of key investment risks
- Effective negotiations and partnerships in host countries
- Creating an investment and company ownership structure to mitigate risks
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| | Mr Karsten Fuelster, Senior Investment Officer, Oil & Gas, Mining and Chemicals Department, International Finance Corporation
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11.35 | Evaluating the mining concession regimes in different Asian countries and exploring country entry strategies for international mining
companies
- Strengths and weaknesses of the different concession regimes in Asia for the mining sector
- Latest mining sector policies impacting foreign investments
- Exploring the different investment structures
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12.05 | Mitigating political risks
- Key challenges and political risks that companies and investors of Asian mining operations face
- Making accurate risk assessments
- Investment insurance as a facilitator of limited recourse to project financing
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| | Mr Mamadou Barry , Acting Global Head and Senior Underwriter , Oil, Gas, Mining & Chemicals sector, Multilateral Insurance Guarantee Agency, World Bank Group
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12.25 | Managing operational risks and sustainability issues
in the Asian context
• Overview of key operational risks in different Asian countries
• Understanding the impact on country entry strategy and your business
• Case study |
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Day Two: Wednesday, 9 April 2008 - Breakout Stream B
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| MINING FINANCE AND TRANSACTIONS |
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11.15 | Commercial financing options for mining and exploration companies in Asia
- Initial considerations for mining companies
- Impact of size, technical complexity and project quality
- Risk assessment and the “Bankable Feasibility Study”
- Financing options, structures and availability
- How to choose and evaluate your financiers
- Case study
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| | Mr Chris Tonkin, Head of Natural Resources, Project and Structured Finance, ANZ
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11.35 | Financing structures and strategies for mining companies to leverage on key project advantages
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12.05 | Sharing the capital raising experiences of a junior in Asia - Comparing Australia, Dubai, Hong Kong and Singapore
- Overview of Citigold
- Comparing and evaluating Asian stock markets and exchanges
- Evaluating secondary listings considerations
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Day Two: Wednesday, 9 April 2008 (pm) - Closing Plenary
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12.45 | Networking lunch
Hosted by 
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| REGULATIONS UPDATE: MONGOLIA, CAMBODIA, PAPUA NEW GUINEA &
REST OF SOUTHEAST ASIA |
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13.45 | Government address: Reviewing the latest policies for the mineral and mining sector in Mongolia
- Outlook for regulatory changes and transitions in the short and long term
- Latest regulatory guidelines for foreign investments in the exploration and mining sector
- Key mining sector projections and statistics
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| | Mr L. Bold, Chairman , Mineral Resources and Petroleum Authority of Mongolia
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14.05 | Government address: Regulatory updates and mining investment climates in Thailand
- Overview of the key industry developments and the growth and investment projections?
- What are the regulatory changes and outlook for mining industry in the short and long term?
- What is the commercial climate for private capital flows, security of tenure and private access to mineral resources?
- What are some of the government incentives for foreign investment in place?
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14.25 | Government address: Committing to the sustainable growth of Papua New Guinea’s mining industry
- Updates on mining regulations and policies in PNG
- Understanding PNG’s investment climate
- Overview of key sustainability and economic issues
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14.45 | Updates on the mining sector in the Philippines
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| | Mr Philip G Romualdez, President, Chamber of Mines of the Philippines & ASEAN Federation of Mining Associates (AFMA)
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15.05 | Q&A time with session speakers
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15.15 | Afternoon refreshments
Hosted by
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| SPECIAL SESSION: UPDATES ON PROJECT RISK MANAGEMENT OF A
MAJOR MINE DEVELOPMENT IN ASIA |
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15.45 | Joint presentation: Managing mining project development risks and rising cost pressures in Asia: Equipment and financing providers’ perspectives
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16.15 | Managing mining project development risks and rising cost pressures in Asia: Mining company’s perspective
- Evaluating the current engineering and construction supply shortages and challenges
- Exploring Oxiana’s experiences in developing mines in different Asian countries?
- Optimising the risk and cost balance between service/goods supplies and resource owners
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16.35 | Managing risks through sustainable development - Mining industry lessons learnt from Japanese experience
- Environmental pressures and regulatory measures on mining through the economic growth in Japan
- Overview of mine pollution control and outline of the related technologies in Japan
- Perspectives on sustainable mine development in Asia
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| | Mr Nobuyuki Masuda, Director General, Mine Pollution Control Department, Japan Oil, Gas and Metals National Cooperation (JOGMEC)
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16.55 | Q&A time with session speakers
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17.05 | Chairperson's closing remarks
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17.15 | Day 2 Cocktail, Raffles City Convention Centre
Hosted by:
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19.00 | Asia Mining Congress Sustainability Awards gala dinner
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Day Three: Thursday, 10 April 2008
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09.00 | Chairperson’s opening remarks |
| | Mr Denny Kurien, Managing Editor (Asia-Pacific), Commodities, Dow Jones Newswires
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| COUNTRY UPDATE: INDIA |
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09.15 | Minister keynote : Increasing openness and transparency in mining policies in India
- Regulatory policies and incentives for India’s mining sector development
- Updates on concessions and licensing issues for foreign explorers and operators
- Incentives for foreign investment in the mining sector and key implementation strategies through provincial governments
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09.45 | Updates on India’s domestic junior mining and exploration companies – Trends and opportunities
- Key trends and latest developments of India’s mining sector
- What are the latest developments and opportunities for mining companies in India?
- Where are the opportunities for foreign investors?
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10.05 | Q&A time with sessions speakers
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10.15 | Morning refreshments
Hosted by: 
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| COUNTRY UPDATE: PHILIPPINES |
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10.45 | Government keynote address: Latest policy updates
and mining sector projections for the Philippines
• Overview and updates of the mining sector in the
Philippines
• Overview of foreign investment policies and regulatory changes
• Key projections and trends |
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11.05 | Tampakan: Developing a new model for responsible mining in the Philippines
- Overview of the development of the Tampakan project
- Working within Philippines’ political and social environment
- Successfully engaging local communities - Key challenges and solutions
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11.25 | Building a mid-cap off the back of a world-class copper-gold deposit
- An overview of the Philippines mining industry
- An overview and outlook
- Updates on the Tampakan Copper-Gold Project
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11.45 | Royalco’s exploration progress in the Philippines
- Social and sustainability issues in exploration licensing
- Reviewing recent industry success
- Royalco overview
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12.05 | OceanaGold: Building an international intermediate gold producer
- Production of approximately 500,000 oz Au Eq. in 2009
- Cash costs of less than $300/oz for 2009 (using copper as a bi-product credit)
- Transitioning from one producing mine (2006) to four producing mines (2009)
- One of the strongest production growth profiles for any intermediate gold producer today
- Highly levered to gold & copper prices
- Significant exploration potential
- Corporate objective to grow through organic discovery and acquisitions
- An international management team with experience acquiring, financing, developing & operating gold mines
- Listed on the TSX, ASX, NZX : OGC
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12.25 | The 5m ounce Masbate gold project
- Project history and overview
- Mineral potential and annual production forecast
- Construction and completion updates
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12.45 | Q&A time with session speakers
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13.00 | Networking lunch
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| PROJECT SHOWCASE: MONGOLIA, INDO-CHINA AND REST OF SOUTHEAST ASIA |
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14.00 | China’s impact on the Molybdenum market and the Zuun Mod project
- Global supply and demand of molybdenum
- China’s growth: Steel industry and Molybdenum consumption
- Zuun Mod project and its future development: Location, infrastructure and resources
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14.20 | Rox Resources: An Australasian zinc-lead explorer in Laos
- Overview of the Pha Luang Zn-Pb Project in Laos
- Potential for a new significant MVT Zn-Pb district in Laos
- Overview of Rox Resources’ other projects and identified prospects
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14.40 | Southern Gold: Leading the mining industry into Cambodia
- SAU has early mover advantage
- Virgin geology with no previous exploration, but predictable mineralising model - IRG
- 8 projects with tenure covering 1800km2
- Established team of geologists actively exploring
- On the verge of a major discovery in Cambodia
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15.00 | Grange Resources: Kemaman iron ore pellet plant project in Malaysia
- Integrating iron ore supply via the Southdown mine in Australia.
- Kemaman Port – an ideal location
- Direct reduction pellet market – an Asian growth story
- Malaysian Government supports and encourages investment
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| | Mr Neil Marston, General Manager-Commercial and Company Secretary, Grange Resources
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15.20 | Q&A time with session speakers
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15.30 | Afternoon refreshments
Hosted by
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16.00 | Asian Mineral Resources – Ban Phuc Ni/Cu/Co Development
- Stage 1 Massive sulphide development – high grade, low capex equals high value
- Stage 2 Disseminated sulphides project and exploration areas grow the value
- Vietnam early mover opportunity and Ban Phuc to drive Company forward
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16.20 | Growth opportunities in Vietnam’s resource sector
- Olympus’ investment strategy to develop the high level exploration potential of Vietnam’s rich resources
- Geo political update and country infrastructure
- Why investors should consider Vietnam for their investment dollars
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16.40 | Monument Mining- A Shareholder- focused Malaysian emerging gold producer
• Understanding the Malaysian investment climate
• Overview of Monument Mining’s two major properties in Malaysia
• Near future gold production from Selinsing Gold Mine Project
• A value added exploration program on Damar Buffalo Reef Project |
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| INVESTOR PERSPECTIVES: INVESTING IN THE MINING AND RESOURCE SECTOR |
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17.00 | Investors panel discussion: Analysing the changing investment appetite for Asian mining projects: What are different types of investors looking for?
- Evaluating investment methodologies and differing investor priorities
- What is the current investment and risk appetite for junior mining projects in Asia?
- How is the Asian mining investment landscape changing and where are the opportunities?
- Exploring the impact of the credit crunch on mining investments
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| | Moderator: Mr Denny Kurien, Managing Editor (Asia-Pacific), Commodities, Dow Jones Newswires Mr Steve Wood, Director, Resources, The South East Asian Strategic Assets Fund (SEASAF) Mr Karsten Fuelster, Senior Investment Officer, Oil & Gas, Mining and Chemicals Department, International Finance Corporation
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17.40 | Q&A time with session speakers
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17.50 | Chairperson’s closing remarks
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Post Conference Masterclass C: 11 April 2008, Friday, 9am - 5pm
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09.00 | Part 1: Negotiating Mining and Exploration Concesions & Licenses (9am - 12.30pm)
Led by: Gavin MacLaren
The first part of this masterclass will provide participants with practical information necessary to negotiate and implement mining and exploration concessions and licenses. The class will provide a comparison of the various agreements and discuss the different approaches taken and issues that arise across Asia. It will explore joint ventures, M&A and other forms of strategic alliances; evaluating key processes and country differences. Using case studies of recent transactions, it will also identify potential pitfalls and key strategies. |
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13.30 | Part 2: Mining Project Finance (1.30pm–5pm)
Drawing upon the class leaders’ experiences with recent domestic and international project financings in the mining sector, this Masterclass will focus on project finance as a source of funding available to mining companies.
The Masterclass will critically examine project finance compared with other sources of finance from both the perspective of the borrower and the lender, providing insights into the entire financing process starting from initial contact, term sheet negotiations and loan structuring, risk analysis, financial modeling, due diligence, loan documentation and security package and finally to financial close.
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