Gold, gold equities and Africa’s proposition Considering exposure to African gold mining
- Shareholder expectations – balancing the need for exploration and development of new projects as grades and production from the global gold mining sector are projected to drop substantially
- Gold’s performance as pandemic recovery stutters
- The case for mining equities versus physical / ETFs / options
- When to invest in the project lifecycle – discussing the appeal of exploration / development / production stage attracting investment
- Maintaining a social license for miners to operate in Africa
- West Africa’s competitiveness versus perceived safe haven jurisdictions
Panellists:
Willem Middelkoop, CEO & Founder, Commodity Discovery Fund
Jonathan Guy, Senior Analyst, Mining Equities, Berenberg
Angelos Damaskos, CEO, Sector Investor Managers
