2018 Agenda 3 & 4 October

Conference Day One: Wednesday 3rd October 2018

07h30    Registration

09h00    Chairman’s Welcome
             Bernard Swanepoel

09h15    Opening Ministerial Keynote Address
              How can Government enable a "new dawn" for the SA mining industry?

             Honourable Minister Mr Gwede Mantshe, The Department of Mineral Resources 

09h45   Session One
             SA Mining: A Reality Check

09h45   Keynote Address
            A "harsh" environment in SA or a new dawn? 

            Roger Baxter, Chief Executive, Minerals Council South Africa

10h00   Morning Refreshments

10h30    Keynote Address
             The global economic climate and impact on SA Mining 

              Mike Schüssler, Owner, Economists dotcoza

10h45    Panel Discussion
              What could Government do to attract investment into mining and grow the economy?

              Chair: Siki Mgabedeli, Broadcast Financial Journalist 

              Panelist:  Thabi Leoka, Economist

                            Mike Schüssler, Owner, Economists dotcoza

11h15    Keynote Address
              SA Mining vs Global Mining: What is the current reality?

                           Dion Shango, Southern Africa CEO, PwC

11h30    Keynote Address
             What have we achieved in the last ten years? 


                           Mxolisi Mgojo, President, Minerals Council South Africa and CEO, Exxaro


11h45    Followed by a panel discussion
             Reflecting on the journey of the past 10 years and progress made 

                          Mxolisi Mgojo, President, Minerals Council South Africa and CEO, Exxaro

             Panelists:  Deshnee Naidoo, Chief Executive Officer, African Base Metals, CEO of Vedanta Zinc International (VZI),                                                                                                Konkola Copper Mines (KCM) and Copper Mines of Tasmania (CMT)
                              Sipho Nkosi, Non-Executive Chairman, Talent10
                              Ian Cockerill, Non-Executive Chairman, BlackRock World Mining Trust


12h15    Keynote Address

             How do we prevent destruction of the industry?

                              Mike Teke
, Chief Executive Officer, Seriti Resources

12h30    Mining Charter III(MC3): Will it impede or empower the industry? Will it help attract or repel investment?

                   Chair: Otsile Matlou, Chief Operating Officer, ENSafrica

                   Panelists: Norman Mbazima, Deputy Chairman, Anglo American South Africa
                                  Mike Teke, Chief Executive Officer, Seriti Resources
                                  Sifiso Nkosi, Executive Chairperson, Ntuthuko Exploration & Mining
                                  Nicola Jackson, VP Business Development - Legal, Sibanye-Stillwater


13h15    Lunch and Networking

14h00    Session Two

             What are the economic enablers for the mining industry? 

             Government’s role:  how can SOEs unlock potential?

14h00   Keynote Address

             How can Eskom act as an enabler for the mining industry?

             Nelisiwe Magubane, Chairperson, Matleng Energy Solutions and Non-Executive Director, Eskom Holdings


14h15    Keynote Address

            Opportunities and challenges faced by a bulk commodity producer in South Africa

            Mike Fraser, President and Chief Operating Officer, South32


14h30   Session Three

             Where are the opportunities and challenges for Eskom, Transnet and the Coal industry?

            Coal as a source of energy: what is the future of coal in the energy market? 

            Eskom as a coal consumer: How will Eskom's new strategy impact the coal industry? How are its coal buying policies changing?

            Are banks looking differently at Eskom now?

            How can TFR and RBCT enable the coal sector?

            How will the Integrated Resource Plan affect the coal sector?

            Fossil fuels vs renewable energies: what are the implications for the coal industry?

            How to address the power deficit in the SADC region?

               Chair: Sandra du Toit, Executive, Investment Banking Client Solutions, Standard Bank

          Panelists: Mike Fraser, President and Chief Operating Officer, Africa, South32
                          Fortune Mojapelo, Chief Executive Officer, Bushveld Minerals
                          Mandisa Mondi, General Manager, Coal, Transnet Freight Rail
                          Xavier Marcel Prévost, Senior Coal Analyst, XMP Consulting


15h15   Afternoon Refreshments

15h45   Session Four

            Keynote Address

            How can Transnet act as an enabler for the mining industry?

                         Siyabonga Gama, Chief Executive Officer, Transnet 

16h00   Where are the opportunities and challenges for Bulk Commodities?

            How can bulk commodity producers maximise the benefits of commodity prices?

            What are the current constraints and challenges?

            Where are the opportunities?

                 Chair: Dimitri Reading-Picopoulos, Executive Director, Europe, Middle East and Africa Natural Resource group, J.P. Morgan

                  Panelists: André Joubert, Chief Executive, ARM Ferrous
                                 Themba Mkhwanazi, CEO, Kumba Iron Ore
                                  Caroline Shirindza, Vice President, Sasol Mining
                                 Dzingira Matenga, Managing Director, Development Assets, ERG Africa

16h00   Session Five

            Where are the opportunities and challenges for PGMs and Gold?

            Platinum: is it still in crisis?

            Does anyone see light at the end of the tunnel?

            What do you do in the present pricing environment?

            Strategic review/restructuring

            Is there capacity to increase production?

            Deep Level Mining: is it still in crisis?

            Why is it so difficult? Market conditions, commodity prices, productivity, unions, MC3?

            What is the outlook for gold? What is currently driving the market?

            Where the opportunities and challenges?

                 Chair: Henk de Hoop, Business Development Director, Rand Merchant Bank

                  Panelists: Chris Griffith, CEO, Anglo American Platinum
                                 Ben Magara, CEO, Lonmin
                                 Nico Muller, CEO, Impala Platinum
                                 Peter Steenkamp, Harmony Gold Mining Company
                                 René Hochreiter, Analyst, Noah Capital Markets

17h30   End of Day One

17h00-19h00 Cocktail Reception


Conference Day Two: Thursday 4th October 2018

08h00    Registration

09h00    Chairman’s Opening Remarks

09h15    Session One
              Reality Check on Safety: Journey towards Zero Harm 

             What progress has been made towards achieving zero fatalities?

             What are we doing on all fronts to attain zero harm?

             - work environment; work practices; people; company leadership?

            What is the sequence of events that typically lead to fatalities?

            How do you break the chain, preventing the "perfect storm"?

            Where are we with "critical control management"?

            How do companies "speak" to international standards of "critical control management"?

            How do we ensure critical controls are in place 24/7?

            What are the "big events" happening around the world and how are we prepared?

                     Chair: Terence Goodlace, Director, Gold Fields, Kumba Iron Ore & AfriTin Mining

                     Panelists: Jon Andrews, Group Executive Health & Safety, Impala Platinum
                                    Philip Fourie, Executive Head, Safety & Sustainable Development, Kumba Iron Ore
                                    May Hermanus
                                    Alex Mhembere, CEO, Zimplats Holdings

10h00    Session Two
             How can we create jobs and save mining in SA?

                              Joseph Mathunjwa, President, AMCU

10h30    Morning Refreshments

11h00    Session Three
             Reality Check: Investment

11h00    Why has the international investment community fallen “out of love” with SA mining?

             How are international investors positioned in SA mining?

             What is the perception of the political and regulatory environment?

             What does government and industry need to do to attract international capital? 

             Chair: Jim Rutherford, Former Capital Fund Manager and Non-Executive Director, Anglo America

                       Panelists: Sandy McGregor, Portfolio Manager, Allan Gray

                                      Stewart Bailey, Senior VP Investor Relations & Comms, AngloGold Ashanti

                                      Tanya Chikanza, Executive VP: Corporate Strategy, Investor Relations & Corporate Communications, Lonmin

                                       Johan Theron, Group Executive, Corporate Relations, Impala Platinum


12h00   Session Four
            How are companies managing their balance sheets in these volatile times?

            How are CFOs managing financial risks given the volatile Rand and commodity prices?
            Finding the balance between growth and financial discipline
            Rediscovering what capital allocation means: how do we do it? What have we learned? What should we be doing differently?
            Protecting the balance sheet while leveraging opportunities for growth

            Chair: Paul van Zijl, Executive Director, Sub-Sahara Africa Natural Resources, J.P. Morgan

                      Panelists: Meroonisha Kerber, Chief Financial Officer, Impala Platinum
                                     Boipelo Lekubo, Chief Financial Officer, Harmony Gold Mining Company
                                     Bothwell Mazarura, Chief Financial Officer, Kumba Iron Ore
                                     Abigail Mukhuba, Finance Director, African Rainbow Minerals
                                     Piet Viljoen, Chairman, Regarding Capital Management (RECM)


13h00   Lunch and Networking

14h00   Session Five

             Community Engagement:  how do we do this effectively?

            What does ‘real’ community participation look like?

            What is world best practice?  What does sustainability look like?

            What is the cost of community disruption?

            What are the potential solutions for social unrest and community disruption?

            Can mining companies be blamed for dysfunctional service delivery?

            What does MC3 mean for community engagement?

            What do investors expect from mining companies with regard to local communities?

            Chair: Lucas Moalusi, Senior Partner, Fasken


                      Panelists: John Capel, Executive Director, Bench Marks Foundation

                                     Mark Heywood, Executive Director, SECTION27

                                     Mogale Mashilane, General Manager, Marula Mine, Impala Platinum

                                     Thabisile Phumo, Head of Stakeholder Engagement, Sibanye-Stillwater

14h45   Session Six

            “Show and Tell”:  Disruptive Technologies and Artificial Intelligence in Mining

             Impact of artificial intelligence on mining

             What are we actually doing? 

             What is actually being applied and what benefits are being delivered?  Reality Check.

             Blockchain’s impact on commodities:  who is actually using blockchain and where/how? 

             What lessons can be learned from other industries that have applied new technologies?

             How to bridge the gap between the potential of technology and the reality of incorporating it into the business


14h45   Creating a digitally advanced mine in Africa

            Deshnee Naidoo, Chief Executive Officer, Vedanta Zinc International & CMT

15h00   Advanced Analytics in Mining

            Constantino Seixas, Managing Director, Accenture Consulting

15h10  Digital Technology in Mining

            Nicolaas Schoeman, Senior VP Technical Services, DRA Group

15h20  Beyond Intelligent Mining

           Andrew Lane, Africa Energy and Resources Leader, Deloitte

15h30  Afternoon Refreshments

16h00   Session Seven
            Beneficiation – a Reality Check: Is there a logic or not?

            What does it take to beneficiate?
            What are the economic enablers? What are the barriers?
            Is there a business case for it?
            - Competitive labour, cheap energy, a local market?
            What environment is needed for successful beneficiation?
            How do you get a competitive advantage?
            What has happened to SA’s beneficiation of resources over past 20 years? Actual Stats.
            Are there any success stories?
            If beneficiation makes sense, why does it need to be legislated?
            Under MC3 is industry compelled to contemplate beneficiation?

            Chair: Claude Baissac, Managing Director, Eunomix

                             Panelists: Mosa Mabuza, Chief Executive Office, Council of Geoscience 
                                             Heidi Sternberg, Sector Specialist, Mining, Beneficiation & Energy, Public Investment Corporation
                                            Nompumelelo Zikalala, Deputy CEO, De Beers Consolidated Mines

16h45   Session Eight
            Finding and Funding the Future Industry

            Chair: Keith Scott, Chairman, The MSA Group

                              Panelists: Anton Esterhuizen, Principal, PanEx Resources
                                             Peter Major, Director: Mining, Cadiz Corporate Solutions
                                             Paul Miller, Managing Director, CCP 12J Fund Limited
                                             Bernard Swanepoel

17h30-19h00 Wine Tasting and End of Conference

                                     Come and join in the conversation @ The Joburg Indaba
                                                By the Industry for the Industry