Event Details


Delegate Fee: R3 950 excl. VAT


Investor passes for active investors in mining: click here to apply. 

 

Speakers include:

Roger

Roger Baxter,

Chief Executive Officer, Minerals Council South Africa


Anton

Anton Berlin,

Marketing Director, Norilsk Nickel


Suki

Suki Cooper,

Executive Director, Precious Metals Research, Standard Chartered Bank New York


Huw

Huw Daniel,

Chief Executive Officer, Platinum Guild International Hong Kong Limited


Henk

Henk de Hoop,

Business Development Director, Rand Merchant Bank


Matthias

Matthias Dohrn,

Senior Vice President, Precious & Base Metal Services (CCM), BASF


Sandra

Sandra du Toit,

Partner & Lead for M&A Advisory, Africa, EY


Mandi

Mandi Dungwa,

Portfolio Manager, Kagiso Asset Management


Kevin

Kevin Eggers,

Partner, AP Ventures


Stephen A.

Stephen A. Forrest,

Executive Chairman and Principal Consultant, SFA Oxford


Neal

Neal Froneman,

Chief Executive Officer, Sibanye-Stillwater


R. Michael

R. Michael Jones,

Chief Executive Officer, Platinum Group Metals


Simon

Simon Kendall,

Portfolio Manager, Prudential


Patrick

Patrick Mann,

Vice President, Bank of America


Nico

Nico Muller,

Chief Executive Officer, Impala Platinum


Benny

Benny Oeyen,

Executive Head Market Development, Anglo American


Steve

Steve Phiri,

Chief Executive Officer, Royal Bafokeng Platinum


Andries

Andries Rossouw,

Partner, PwC South Africa


Natascha

Natascha Viljoen,

Chief Executive Officer, Anglo American Platinum


Paul

Paul Wilson,

Chief Executive Officer, World Platinum Investment Council


The PGMS Industry Day



 

 

We are delighted to announce that the PGMs Industry Day will be going LIVE this year! Due to the continuing uncertainty over when indoor gatherings are likely to be permitted and safe, we have taken the decision that this year’s PGMs Industry Day on 9th September will take place in the form of a virtual/online discussion. We believe this to be the responsible and wisest way forward at this stage.

We will do everything in our power to ensure we maximise the quality of the experience for all participants, including quality discussions, interactive participation and engagements with fellow attendees. We would like to thank you for your incredible support of our events over many years and very much hope you will be able to join us online on 9th September in contributing to quality discussions about the PGMs industry.

We are pleased to inform you of our outstanding panel of speakers who represent top PGMs industry players from major producers, users and investors. Chaired by Bernard Swanepoel, we promise high level engaging and strategic discussions in a frank and open manner.

The agenda will cover all the key issues that are impacting the PGMs industry as a result of Covid-19 and more.

 

2020 PGMs Industry Day

For Producers, Investors & Users of PGMs

Wednesday 9th September 2020, Online Edition 
09h00-16h45


Our speaker line-up to date includes:

Neal Froneman, Chief Executive Officer, Sibanye-Stillwater

Nico Muller,
Chief Executive Officer, Impala Platinum

Natascha Viljoen, Chief Executive Officer, Anglo American Platinum

Steve Phiri, Chief Executive Officer, Royal Bafokeng Platinum

Benny Oeyen,
Executive Head Market Development, Anglo American

Anton Berlin,
Marketing Director, Norilsk Nickel

Roger Baxter, Chief Executive Officer, Minerals Council South Africa

Paul Wilson, Chief Executive Officer, World Platinum Investment Council

Matthias Dohrn, Senior Vice President, Precious & Base Metal Services (CCM), BASF

Stephen A. Forrest, Executive Chairman and Principal Consultant, SFA Oxford

Suki Cooper, Executive Director, Precious Metals Research, Standard Chartered Bank New York

Patrick Mann, Vice President, Bank of America

Kevin Eggers, Partner, AP Ventures

Suki Cooper, Executive Director, Precious Metals Research, Standard Chartered Bank New York

Mandi Dungwa, Portfolio Manager, Kagiso Asset Management

Henk de Hoop, Business Development Director, RMB

Andries Rossouw, Partner, PwC South Africa

Sandra du Toit, Partner & Lead for M&A Advisory, Africa, EY

R. Michael Jones, Chief Executive Officer, Platinum Group Metals

Huw Daniel, Chief Executive Officer, Platinum Guild International Hong Kong Limited

Simon Kendall, Portfolio Manager, Prudential 

 



The following subjects will be amongst those under discussion:

  • The global PGMs market and the impact of Covid-19
  • The current state of the PGMs industry in South Africa
  • Investors’ perspectives of the PGMs sector 
  • How supply has been impacted by Covid-19
  • Future markets and applications for growing demand


Please continue to watch this website for updates!

We sincerely hope that you will be able to join us for what will be a highly influential online gathering of the PGMs industry’s major stakeholders.

Sponsorship opportunities are available. For more information please contact Stuart Alderson-Smith, sponsorship@resources4africa.com 



Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


 Programme at a Glance:

 

09:30     

Welcome and introduction
 
Bernard Swanepoel 


09:45     

Session One:The current state of the PGMs industry and the outlook for producers

How has supply of PGMs been impacted by Covid-19 and does this favour Russia, South Africa or other jurisdictions?


What does current supply look like and how is this likely to change as a result of the crisis?
Will this favour SA, Russia or other global PGMs producers?
How have producers’ short and long-term strategies had to change?
How can the major PGMs producers grow the market, promote investment and demand?
To what extent can they influence price?
How have plans for expansion and/or exploration been affected by the crisis?
How has capex been impacted?
Are there any plans to beneficiate?

Chair: Andries Rossouw, Partner, PwC South Africa

Nico Muller, Chief Executive Officer, Impala Platinum 
Steve Phiri, Chief Executive Officer, Royal Bafokeng Platinum
Natascha Viljoen, Chief Executive Officer, Anglo American Platinum

Followed by Q&A


10:45     

The current state of the PGMs industry in South Africa

What are the implications of Covid-19?
How has the industry reacted to current circumstances and market conditions?
What are the prospects going forward?

Roger Baxter,
Chief Executive Officer, Minerals Council South Africa

Followed by Q&A
 

11:15     

(BREAK)


11:45

Session Two:  Investor perspectives on PGMs

Investors’ perspectives of the PGMs sector post-Covid-19: what type of PGMs investments are investors looking for?

Factors influencing basket prices and investor demand: economic outlook, US $, international trade, emissions legislations, substitution.

To what extent has platinum become a ‘safe haven’ and how is this influencing investment decisions?
Capital allocation plans of mining companies: how have capital allocation strategies of PGM producers been impacted by the crisis? 
Investor views on capital allocation
Where are we in the commodity cycle? What does this mean for capital expenditure? 
ESG – is the industry and government doing enough to influence positive investment sentiment and value creation for all shareholders?
How are companies balancing shareholder returns and capital expenditure?

Chair: Henk de Hoop, Business Development Director,  RMB

Suki Cooper, Executive Director, Precious Metals Research, Standard Chartered Bank New York 

Simon Kendall, Portfolio Manager, Prudential 

Mandi Dungwa, Portfolio Manager, Kagiso Asset Management
Patrick Mann, Vice President, Bank of America 

Followed by Q&A


12:45

Opportunities and risks for future players in a post-Covid-19 world

Advantages of mechanized mining for the supply side
How will demand play out in a tight market?
Transportation choices and trends in demand driving palladium
What this all means for Platinum Group Metals

Chair:   Sandra du Toit, Partner & Lead for M&A, Africa, EY
             In conversation with
             R. Michael Jones, Chief Executive Officer, Platinum Group Metals


13:00 (BREAK)


14:00

Session Three: International perspectives on the global PGMs market

Keynote Address
PGMs Mining: An International Perspective

Neal Froneman, Chief Executive Officer, Sibanye-Stillwater

Followed by Q&A


14:45

PGMs supply and demand dynamics post-Covid-19

Stephen A. Forrest, Executive Chairman and Principal Consultant, SFA Oxford

Followed by Q&A


15:15

(BREAK)


15:45

Session Four: Future markets

Market development – Future markets and applications for growing demand

How can the PGMs industry innovate and develop new markets and applications to grow the market?
How has demand been affected since the start of the crisis? Which markets/regions are growing/contracting - industrial, jewellery, automotive, investment?
What impact is Covid-19 having on vehicle sales? When is demand expected to recover and how will recovery differ between regions?
What do OEMs want and how can the industry respond?
How can we best stimulate jewellery demand? How do we increase the desire to “own” the metal?
What technologies do we need to invest in that consume/use PGMs?

-  Energy, auto applications, agriculture

-  Hybrid vehicles/engines/components/exhaust systems

-  Where does the diesel engine fit in? Does it have a future?

-  What markets and applications are we likely to see in the future?

Chair: Benny Oeyen, Executive Head Market Development, Anglo American

Anton Berlin, Marketing Director, Norilsk Nickel
Kevin Eggers, Partner, AP Ventures
Paul Wilson, Chief Executive Officer, World Platinum Investment Council  
Matthias Dohrn, Senior Vice President, Precious & Base Metal Services (CCM), BASF
Huw Daniel, Chief Executive Officer, Platinum Guild International Hong Kong Limited

Followed by Q&A
 

16:45

Closing remarks, end of day 


 

Guarantee your place by registering now

  
Sponsor:

 

DRA PGMs site 2019

 

Mining Industry Partners:

Implats and Sibanye and Anglo American 2020


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The PGMs Industry Day is brought to you by Resources 4 Africa, the organisers of the Joburg Indaba.

“By the industry for the industry”