Filmed at 121 Mining Investment London November 2021.
Moderator: Jamie Strauss, Founder and CEO, Digbee
Panellists include:
Graham Dallas, Head of New Business EMEA, TMX
Ben Davis, Equities Analyst, Liberum
Ian Williams, CEO, Charteris Treasury Portfolio Managers
Rob Crayfourd, Portflio Manager, NCIM
Areas covered:
- Capital markets are open again after many bearish years, but are mining company valuations where they should be?
- What will attract large institutions and pension funds to look at mining again and increase exposure to companies posting excellent cashflow? Are metals regaining their lustre for investors keen to avoid inflation and dud bond markets?
- Consolidation in the sector, M&A and what will drive it? – Where can we expect risk capital to come from and how is the capital formation journey evolving for miners?
- Are companies tackling disclosure on ESG and decarbonisation at a level sufficient to attract new capital to the sector?
