Event Details

Thank you for your support at the 2020 PGMs Industry Day.

2020 Speakers included:

Roger

Roger Baxter,

Chief Executive Officer, Minerals Council South Africa


Anton

Anton Berlin,

Vice President Commerce & Sales, Norilsk Nickel


Suki

Suki Cooper,

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


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,

EEMEA Metals & Mining Equity Analyst, 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


Trevor

Trevor Raymond,

Director of Research, World Platinum Investment Council


Andries

Andries Rossouw,

Partner, PwC South Africa


Tim

Tim Schlick,

Chief Operating Officer, Platinum Guild International


Natascha

Natascha Viljoen,

Chief Executive Officer, Anglo American Platinum


The PGMS Industry Day



 


The PGMs Industry Day has firmly established itself as a highly influential platform representing the views of the industry’s major stakeholders and draws representatives from local and international mining companies, investors, government and users of platinum group metals.

The 3rd edition of this event took place on Wednesday 9 September 2020 as an online event.  This was once again a high-level strategic gathering that brought together the leading industry players. This year we were delighted to welcome a truly international line-up, with speakers from South Africa, USA, Canada, UK, Hong Kong and Russia. Over 220 delegates attended. 

Chaired by Bernard Swanepoel, some of the crucial questions that were addressed this year included:

 

  • How has the PGMs sector responded to the challenges of the Covid-19 pandemic?
  • How has it performed relative to other sectors?
  • Is there a renewed impetus towards a “green economy” and how will this benefit PGMs specifically?
  • What are investors’ current perspectives of the sector?
  • How have producers’ short and long-term strategies changed?  
  • What can we expect from future markets and applications? 

 

It was reassuring to learn that the PGMs sector has managed to weather the Covid-19 storm relatively unscathed and looks to be in a strong position for the future. All participants were cautiously optimistic about the future, particularly with respect to the potential of PGMs in the hydrogen economy, which has gained a new momentum in the wake of the pandemic. 


We look forward to continuing the discussions in 2021, hopefully in person!


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Here's a sample of the media coverage received about this year's conference:

  • Daily Maverick - Sibanye-Stillwater CEO says ‘Marikana’ won’t be swept under the carpet
  • Mining Weekly - Platinum has potential to be three-times-bigger $35bn-a-year industry – Minerals Council
  • Business Day - State needs to mine huge potential of SA’s platinum group metals
  • Mining Weekly - Bullish sentiment about PGMs sector’s immediate outlook, long-term potential
  • Mining Weekly - Watch out lithium, platinum's eyeing your battery space, says PTM

 



Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


 Programme at a Glance:

 

09:30 - 
09:45    

Welcome and introduction to "Technology for dummies"
Bernard Swanepoel 


     

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


09:45 -
10:30           

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

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


10:30 - 
10:45    

Audience Q&A led by Bernard Swanepoel


10:50 - 
11:15    

Keynote Address
The current state of the PGMs industry in South Africa


Roger Baxter,
Chief Executive Officer, Minerals Council South Africa


11:15 - 
11:30    

Audience Q&A led by Bernard Swanepoel


11:30 - 
11:45  

(COMFORT BREAK)


     

Session Two: Investor perspectives on PGMs


11:45 - 
11:50    

Session Introduction: "Technology for dummies" by Bernard Swanepoel 


11:50 - 
12:30

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

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 
Patrick Mann, EEMEA Metals & Mining Equity Analyst, Bank of America
Mandi Dungwa,
Portfolio Manager, Kagiso Asset Management


12:30 - 
12:45    

Audience Q&A led by Bernard Swanepoel


12:50 - 
13:15

In Conversation with R. Michael Jones, CEO, Platinum Group Metals
Opportunities and risks for future players in a post-Covid-19 world

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


13:15 - 
13:30    

Audience Q&A led by Bernard Swanepoel


13:30 - 
14:00
(LUNCH BREAK)


     

Session Three: International perspectives on the global PGMs market


14:00 - 
14:05    

Session Introduction: "Technology for dummies" by Bernard Swanepoel 


14:05 - 
14:30    

Keynote Address
PGMs Mining: An International Perspective


Neal Froneman,
Chief Executive Officer, Sibanye-Stillwater


14:30 - 
14:45    

Audience Q&A led by Bernard Swanepoel


14:50 - 
15:15

Keynote Address
Joining the dots of the PGM market dynamics post-Covid-19

Stephen Forrest, Executive Chairman and Principal Consultant, SFA Oxford


15:15 - 
15:30    

Audience Q&A led by Bernard Swanepoel


15:30 - 
15:45

(COMFORT BREAK)


     

Session Four: Future markets


15:45 - 
15:50    

Session Introduction: "Technology for dummies" by Bernard Swanepoel 


15:50 - 
16:35

Market development – Future markets and applications for growing demand

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

Anton Berlin,
Marketing Director, Norilsk Nickel
Kevin Eggers, Partner, AP Ventures
Matthias Dohrn, Senior Vice President, Precious & Base Metal Services (CCM), BASF
Tim Schlick, Chief Operating Officer, Platinum Guild International Hong Kong Limited
Trevor Raymond, Director of Research, World Platinum Investment Council

 

16:35 - 
16:50    

Audience Q&A and wrap up Bernard Swanepoel


16:50

End of day 


 

 

Mining Industry Partners:

Implats and Sibanye and Anglo American 2020

  
Premium Sponsor:


DRA PGMs site 2019

 

Sponsor:

 

Auramet logo 2020

 


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

“By the industry for the industry”