Personal tools
  • Log in    Register   
 

Agenda

 
Day One: Monday 5th March 2012
| Day One | Day Two |
8.20
Registration and Coffee
8.50
Opening Remarks from Chair
Bill Simes, Director, Extract Consulting Pty Ltd
Investment in Coal Independents and the State of Global Mining 2012
9.00
The appetite for coal investment regarding future market opportunities and competitive threats in Australia
Trevor Rowe AO, Executive Chairman, Rothschild Australia Limited
9.30
Investment trends and developments in coal mining
Gero Farruggio, Head of Coal & Iron Ore Supply Research, Wood Mackenzie
10.00
Investment trends and developments with a special focus on mining infrastructure
  • Are the mounting challenges in building new coal mines causing investment interest to wane?
  • Why infrastructure has become pivotal to the coal development investment decision
  • What role will offshore investors play?
Naush Dinshaw, Executive Director, Corporate Advisory, ANZ Institutional Bank
10.30
Morning Refreshments and Networking
Coal Independents and the need to merge
11.00
Mergers and acquisition activity in the coal space 2012
  • Recent deal flow
  • Who is investing and why? Outlook for 2012 and beyond
  • How to find opportunities?
Craig Brown, Senior Resources Analyst, Foster Stockbroking
11.30
What investors are seeking in investing in the mining sector - particularly small caps
Clive Donner, Managing Director, LinQ Capital Limited
Coking and Thermal Coal Outlook - Price Trend and Implications for Investment
12.00
Analyst Panel Discussion: Forecasting global demand, supply and price for coal
  • Key drivers for medium to long term pricing of coal
  • Price trends, challenges and risk management
  • Identifying opportunities and understanding different investment channels
  • Predicting the length of the minerals boom and implications for the mining investor
Andrew Harrington, Resources Analyst, Coal and Specialty Metals, Paterson Securities
James O'Connell, Senior Editor, Platts
Tom Price, Global Commodity Analyst, UBS
Daniel Hynes, Director, Commodities, Citi Investment Research and Analysis
12.40
Networking Lunch
Afternoon Chairperson: Mark Noppe, Managing Director of Xstract Group
Case Studies on regional mining & exploration activity, growth factors & emerging opportunities
Focus on Asia
1.40
Metallurgical coal mining potential in Central Kalimantan, Indonesia
Jim Middleton, Managing Director & CEO, COKAL
2.00
The Katingan Ria coal project in Indonesia – The process of attracting investors and securing funding for the next stages of respective development
Andrew Matheson, Managing Director, Realm Resources
2.20
Tigers Realm Coal - Assessing hotspots in Russia
  • The Amaam Coking Coal project and unlocking the Bering Coal Basin potential in Chukotka, Russia
Martin Grant, Managing Director and CEO, Tigers Realm Coal Limited
2.40
Afternoon Refreshment and Networking
Focus on Africa
3.10
BSC's Exploration of the KwaZulu-Natal Coalfields – Key elements in assessing coal projects in Southern America
  • Characteristics of the KZN coalfields
  • BSC’s exploration results to date
  • Partnering for more success – BSC Resources and Vale
  • Where to from here?
Bongani Mtshisi, Chief Executive Officer, BSC Resources Pty Ltd
3.30
Emerging investments – South Africa’s small and mid-cap coal sector
David Perkins, Chairman, Firestone Energy
3.50
Progressing the anthracite assets
  • ZYL's coal strategy
  • Anthracite as a metallurgical coal
  • Development progress of ZYL’s anthracite assets
  • The challenges ahead
John Beck, Non-Executive Director, ZYL Limited
4.10
Hodges Resources Limited – An emerging African coal company
  • Moiyabana Coal Project – Currently drilling; maiden resource due early 2012, exploration target of 1.4 to 1.65Bt
  • Morupule South Coal Project – Currently drilling; looking to increase the 414Mt Inferred resource (thermal Coal) by early 2012; exploration target of 800Mt
Mark Major, Managing Director, Hodges Resources
4.30
Madagascar Coal - A new frontier!
  • What is status of the fledging Madagascan Coal Industry and who are its major players?
  • Summary of the infrastructure requirements to develop the coal industry and the status of current development plans
  • Lemur Resources – leading the charge to make it happen
Blair Sergeant, Managing Director, Lemur Resources Limited
4.50
Beacon Hill Resources: The Mozambican coal producer
  • Mozambique: One of the world’s largest undeveloped coking coal regions
  • Beacon Hill Resources and the Minas Moatize Project
Justin Lewis, Executive Chairman, Beacon Hill Resources PLC
5.10
End of Day One and Networking Drinks
 
Day Two: Tuesday 6th March
| Day One | Day Two |
8.30
Coffee and Networking
8.50
Opening Remarks from Chair
Mark Noppe, Managing Director of Xstract Group
Focus North and South America
9.00
Ambre Energy – Emerging coal exporter from the USA to Asia
  • Acquisition and development of three large coal terminals in the USA
  • Acquisition and re-development of coal mines in Montana and Wyoming, USA
  • Supply of coal to export and domestic thermal coal markets and waste coal to CTL plants
Edek Choros, Chief Executive Officer & Managing Director, Ambre Energy
9.20
Developing coal operations in Colombia and beyond
  • A general review of Colombian coal endowment
  • Colombian statutory regime
  • Cesar Basin – exploration opportunities
Gordon Saul, Managing Director, Resolve Geological
9.40
An outlook on exploration and development plans for NAE Colombian coking and thermal coal projects
  • Our experiences on the ground in Colombia
  • Building the Project Pipeline – creating value through acquisition of coking and thermal coal assets
  • Moving from Explorer to Producer
Gary Fietz, Managing Director and Chief Executive Officer, New Age Exploration
Coal Independents in Australia – Regional Outlooks & New Frontiers
10.00
Blackwood corporation - An emerging Australian coal explorer
  • Galilee Basin opportunities update
  • Exploring Blackwoods Significant Project Pipeline
  • Looking Forward 2012
Todd Harrington, Chief Executive Officer, Blackwood Corporation
10.20
Maximising exploration potential and realizing opportunities in the Bowen Basin - An update on business development in the Cooroorah and Middlemount projects
Paul Byrne, Executive Director, Australian Pacific Coal Limited
10.40
NuCoal Resources – An emerging mid-tier Coal Producer
  • The development of the Doyles Creek Underground Mine and Training School
  • Acquisition and exploration of Dellworth Pty Ltd tenements
  • Future growth via further strategic acquisitions
Glen Lewis, Managing Director, NuCoal Resources NL
11.00
Morning Refreshments and Networking
11.30
Ebony Coal – A focus on emerging Australian coal basins – The challenges of identifying commercial coal supply sources for 2020
  • The Givens - Key factors driving demand from 2020 onwards
  • The Roadblocks - The Recognition of the strategic issues threatening anticipated future coal supply and their affect on Greenfields projects and Brownfield expansions
  • The Targets - Identification of Australian Basins with potential that minimise these strategic risks
  • The Challenges – an old paradigm in a contemporary context – how does a minor coal explorer become a major producer?
George Macdonald, Chief Executive Officer, Ebony Coal Ltd
11.50
Endocoal builds a growing and diverse resource portfolio – Project update on thermal and coking coal projects in the Bowen Basin
  • Thermal coal mine development at Meteor Downs South
  • Exploration success with PCI-style coal at Rockwood
  • New exploration at Talwood seeking coking coal
Tim Hedley, Chief Executive Officer, Endocoal
12.10
Project Update – COALBANK’S Blackall/Tambo Project
Bruce Patrick, CEO, COALBANK Limited
12.30
OGL Resources Limited – An Emerging Qld Coal Producer
  • Advanced coal projects within Qld’s historical coal mining district
  • JORC coal reserves of 13.7Mt and resources of 239Mt.
  • Infrastructure in place – Discussion for access well advanced
Allan Fidock, Managing Director, OGL Resources Limited
12.50
Networking Lunch
1.50
Stanmore Coal – Building the next generation of coal mines
  • Stanmore's key coking coal projects in the Bowen Basin
  • Developing Queenslands' next coal basin at The Range, Surat Basin
Nick Jorss, Managing Director, Stanmore Coal
2.10
Allegiance Coal Limited - Balancing development of open cut/ underground as well as coking/thermal/PCI projects
  • Allegiance Coal tenements
  • Balanced development by mining methods and coal types
  • Surat Basin – Back Creek Project – open cut thermal coal project
  • Bowen Basin – Kilmain project – underground coking/thermal/ PCI project
  • Port and rail
Colin Randall, Managing Director, Allegiance Coal Limited
2.30
Coalworks – An emerging Australian coal company
  • Update on the Vickery South Gunedah Basin Semi – Soft Coking Coal project
  • Update on the Ferndale Hunter Valley Coal project
  • Update on the Oaklands project
Andrew Firek, CEO & Managing Director, Coalworks Limited
 
Project and Infrastructure Finance
2.50
Funding and Financing ASX listed Coal Companieses
  • Building alignment between investors and companies
  • Lessons learnt, value created
Nick Dacres-Mannings, Director, Helmsec Global Capital Limited
3.20
End of the Conference and Afternoon Refreshments

 

Document Actions
 
  • Informa