Filmed at 121 Mining Investment London November 2021.
Panellists include:
Carl Tricoli, Managing Partner, Denham Capital
Hans-Arne L’Orange, Head of Metals & Minerals, Clarksons Platou Securities
Julian Treger, CEO, Anglo Pacific
Philip Clegg, Portfolio Manager, Orion Resource Partners
Areas of discussion:
- Are the conditions set for the commodity boom to reach higher prices? What does a gloabl energy crisis, China’s coal power resurgence and COP26 decarbonisation agenda
- With the mining industry in need of new capital now, are metal shortages inevitable? Will investors be enticed to buy into improved fundamentals?
- When will the period of dividend focus ease off and the appetite for building return? Will M&A ramp and what can mid capts to the junior tier expect in 2022?
- Where is mining on the path to decarbonisation?
