Agenda

Day 2 / Day 1

Thursday 27 March 2025

8.00 AM
9.00 AM

Registration Opens & Morning Refreshments

9.00 AM
9.05 AM

Recap of Day 1

Lucy Greenleaf, MC, Ignite Partners

9.05 AM
9.30 AM

Keynote Address – How the Energy Transition is Making China Great Again

Discover how the energy transition is driving China’s economic growth amid export challenges. Leading the world in EV rollout and battery technology development, China this year will surpass its 2030 targets for renewables installation and EV penetration. As China enters the last year of its 14th five-year plan, all eyes are on its leadership’s next moves. Will they double down to 2030 to keep the green economy alive?

Speaker

Ian is a highly regarded industry analyst, with over 20 years of experience in metals, starting at CRU in London. Since 2003 Ian was based in Shanghai, China initially with Steel Business Briefing and then Macquarie, before a five year stint at Rio Tinto running their iron ore analysis. Since 2010 Ian worked as a sell-side analyst with CLSA, Macquarie and others based in Shanghai and Singapore. Since 2022 Ian has been based in Tokyo with Astris Advisory and continues to bring his leading-edge thoughts on the markets as an unbiased independent analyst.

9.30 AM
10.20 AM

Investing in the Energy Transition

The energy transition is at a critical juncture. A deep dive into the market conditions affecting the supply and demand of transition metals, where the smart money is going and why, vertical integration between the upstream and downstream, and much more.

Moderator

Damian is a senior mining investment and financing executive with over 25 years of experience in mining mergers, acquisitions, divestments and financing.

Until recently Damian was an Investment Director at EMR Capital. He was closely involved with EMR’s significant investments, including the Kestrel coking coal mine in Australia and the Martabe gold mine in Indonesia.

He is currently an adviser to several Boards and Vice Chairman of the Asia Mining Club.

Prior to joining EMR Capital, Damian co-led Australian mining coverage for Deutsche Bank where he led numerous cross-border M&A and financing transactions for companies including Fortescue, Glencore, Baosteel, EMR Capital, St Barbara, Kidman Resources (acquired by Wesfarmers) and Galaxy Resources (which became Arcadium and was recently acquired by Rio Tinto).

Prior to joining Deutsche Bank, Damian worked for BNP Paribas in a similar capacity and commenced his career with PricewaterhouseCoopers in the UK.

Damian has extensive strategic advisory and end to end M&A experience. His financing experience includes work across the capital structure and in multiple markets. He has experience with many commodities including coal, iron ore, gold, base metals, uranium and battery materials.

Damian graduated with a Bachelor of Laws from the University of Birmingham, UK and is a Chartered Accountant.

Speakers

Ling Lu is a Managing Director at Standard Chartered Bank Hong Kong looking after the Metals and Mining business for Greater China.

Stacey Golokin is an accomplished finance professional with extensive expertise in investor relations, financial strategy, and corporate communications within the mining and resource sectors. She currently serves as the Director of Investor Relations (Asia Pacific) at NexGen Energy Ltd., where she leads strategic engagement initiatives, fostering strong relationships with investors, analysts, and stakeholders across the region.

Stacey holds a Master’s degree in Finance and a Bachelor’s degree in Economics, complemented by diplomas in Mining Finance, Investor Relations, Stockbroking, and Financial Planning.

Shaun is a seasoned capital markets strategist with over 15 years of experience as an entrepreneur, investor, fund manager, and advisor. His expertise spans financial services across Australia, the United States, and Asia.

As the Founder, Managing Director, and Chief Investment Officer of Viriathus Capital Pty Ltd (holder of Australian Financial Services License 297950), Shaun leads its Structured Investment and Funds Management division, ANADARA. In this capacity, he plays a critical role in investment strategy, risk management, and regulatory oversight. He is a Responsible Officer and an active member of both the Investment and Compliance Committees. Under his leadership, the firm has launched three managed investment schemes and developed a range of innovative structured investment products.

Shaun has been deeply involved in the energy transition for over a decade, working as a principal investor and advisor to companies at the forefront of the sector. He has also published multiple papers exploring value-driven opportunities in the energy transition. His vision for the Anadara Battery Transition Fund is to invest in cutting-edge technologies that enhance existing battery solutions and pioneer new innovations, contributing to a cleaner, more sustainable future.

Rob is Managing Director of Starboard Global, a venture capital fund and project incubator based in Hong Kong. Starboard provides capital, project management and equity capital markets advisory for mineral exploration and development projects. Starboard has listed six mineral exploration companies over the past eight years in Australia, London and Sweden.

Rob has 25 years’ experience in corporate strategy, mining M&A and exploration management. A former management consultant, he spent five years in corporate strategy for Xstrata, prior to the Glencore merger. Before Starboard, he was Managing Director of two ASX listed exploration companies.

He currently sits on the Boards of three publicly listed juniors: Pivotal Metals, Nordic Resources and Emmerson PLC. He holds an honours degree in chemical engineering and a PhD in mineral engineering from the University of California, Berkeley.

10.20 AM
10.40 AM

Coffee & Refreshments Break

CEO Presentations

10.40 AM
10.50 AM

Q2 Metals

10.50 AM
11.00 AM

Jindalee Lithium

11.00 AM
11.10 AM

Battery Age Minerals

11.10 AM
11.20 AM

Pursuit Minerals

11.20 AM
12.00 PM

ESG Panel – Driving Value and Sustainable Growth

Explore how ESG principles are transforming investment strategies and driving sustainable growth across the resources, life sciences, and technology sectors. This panel will examine the ESG landscape, its impact on value creation over the next 5-10 years, and how we can challenge misconceptions in the resources sector to foster a more informed narrative.

Our experts will explore innovative practices that are reshaping mining, identify areas that remain underserved, tackle the challenges of ESG data reporting for small-cap companies, and share their insights on how ESG can align profitability with sustainability.

Moderator

Lucy Greenleaf, MC, Ignite Partners

Speakers

Ali is responsible for driving Peak Ethical, which focuses on facilitating ESG–related investment opportunities. He holds a Master’s Degree in Environment from the University of Melbourne. He has a prior Master’s Degree in Business Management, Bachelor’s Degree in Financial Markets, and is a Certified Associate in Project Management (CAPM-PMI). He has previously worked on Corporate Strategy and Business Development projects and is enthusiastic about a business and finance centric approach towards sustainability.

Frederik is at the forefront of transforming the energy sector through technology at Audacy, where he serves as the Head of Science. Audacy’s mission is to catalyse and scale tech solutions that accelerate the energy transition and to bring these solutions to APAC. With over 15 years of experience across technology research, the automotive industry, energy, and finance, Frederik has helped steer investments into climate tech globally.

CFA Charterholder with over a decade of investment experience at Edmond de Rothschild and Exane (now part of BNP Paribas).

Founding member of Ixios Asset Management with over US$400mn AUM with proven track record.

Long-term investor in tech and natural resources.

CEO Presentations

12.00 PM
12.10 PM

Carbonxt

12.10 PM
12.20 PM

X2M Connect

12.20 PM
12.30 PM

BluGlass

12.30 PM
12.40 PM

ActivePort

12.40 PM
12.50 PM

CommsGroup

12.50 PM
1.00 PM

Livium

1.00 PM
2.00 PM

Lunch

CEO Presentations

2.00 PM
2.10 PM

Laiva Gold

2.10 PM
2.20 PM

White Cliff Minerals

2.20 PM
2.30 PM

Kina Copper & Gold

2.30 PM
2.40 PM

Equinox Resources

2.40 PM
2.50 PM

Gladiator Metals

2.50 PM
3.10 PM

Discovering the Mid Register and Why it’s Key

Most market professionals split listed company registers into two camps: institutional, and retail. But there is a third expanding group. Investors who sit outside of the Top 20, are still significant, and are responsible for more than 50% of all shares bought. In this talk we will discover the mid register, how big it is, what they look like and why they are the driving force of your share price.

Speaker

Ben is the Co-Founder and Co-CEO of InvestorHub – easy-to-use software that puts public companies in control of investor relationships. With more than 150 listed companies globally now using InvestorHub, it is fast becoming the go-to software for companies to add scale, insights and data to their IR programme.

Prior to InvestorHub, Ben spent 5 years in the market working on more than 2,000 ASX placements, and before that worked for a family office across 3 businesses in C-level capacities helping them grow and exit.

Calling Melbourne, Victoria home Ben spends weekends with his wife, three young girls and, when time permits, the occasional game of golf.

Go back to Day 1