On Wednesday 31 October we discussed which commodities are likely to outperform the markets and how to get in early to catch the biggest gains. The following presentations will show you how to find the best early-stage mineral deposits and frontier oil and gas plays, as well as assess the fundamental supply and demand factors behind top commodities.
■ Investors Chronicle, John Hughman, Editor
Welcome/Key Trends, themes and opportunities
■ Afferro Mining, Luis da Silva, President and CEO
Afferro Mining is an established iron ore exploration and development company with four exploration permits in the south of Cameroon, all along the same proposed infrastructure corridor. The Company is managed by a team with strong track records in the discovery and development of new commercial deposits and is listed on TSX-V and AIM. The flagship project is Nkout, where a large resource with an excellent metallurgy has been identified and a PEA has already described a robust project. The Company is currently in the process of seeking a JV partner for the project, and plans to move into a Pre-Feasibility Study early in 2013. Earlier stage development at the other exploration permits,Ntem, Ngoa and Akonolinga, is taking place concurrently. Ntem in particular has a compelling investment case, with its proximity to a deep water port, already under construction. The balance sheet is very strong, with the Company fully-funded for its exploration and development of these assets through 2013 and beyond.
Developing strategic iron ore assets in West Africa: Download presentation (PDF 2.76MB)
■ Anglo Asian Mining, Sean Duffy, CFO & Company Secretary
Anglo Asian Mining (AIM: AAZ) is a highly profitable, cash generative gold, copper and silver producer in Azerbaijan, and interestingly is the first and only miner in the country in modern times. It has a solid portfolio of assets including its flagship Gedabek mine which has a reserve base in excess of 700,000 ounces Au and is on target to produce 50,000 ounces of gold, 170,000 ounces of silver and 600 tonnes of copper for FY 2012; and the Gosha mining area which is currently being developed with a view to gold production H2 2013 (10,000 – 15,000 oz per annum mine) giving the Company an increasing production outlook. Construction is currently underway for a new agitation leaching plant at Gedabek which will improve gold recoveries initially to 85 per cent and 69 per cent for oxides and sulphide ores respectively and significantly reduce production costs.
Azerbaijan focussed gold, copper and silver production and development company: Download presentation (PDF 1.53MB)
■ Mkango Resources, William Dawes, CEO
Mkango Resources (MKA) is a TSX-V listed resource company focused on rare earth elements and zircon in Malawi. Rare earth elements such as neodymium, dysprosium, terbium, europium and yttrium are essential for clean energy and high tech applications. Mkango's licences cover 1,751km2 of the Chilwa Alkaline Province, a major emerging rare earth mineral province in southern Malawi. The company will shortly be announcing a maiden resource estimate for its flagship rare earth project, Songwe. Songwe features broad zones of outcropping rare earth mineralization extending to at least 350m depth, open along strike and to depth. Malawi provides a favourable backdrop for accelerated development of the project, with improving infrastructure and significant regional exploration potential. The company was co-founded by Chief Executive, William Dawes, and President, Alexander Lemon, who will also be at the event.
Developing a new rare earth mineral province in Malawi: Download presentation (PDF 3.59MB)
■ Investors Chronicle, Matthew Allan, Investment Writer
Junior mining checklist: a 7-point guide for evaluating mineral deposits and assessing which commodities are likely to outperform
■ We will being posting an edited selection of video highlights here. Please come back on Wednesday 7 November to view.
■ Presentations by *John Hughman and *Matthew Allan are only available to delegates who attended the seminar on 31 October. Delegates will be emailed shortly with the password, however, if you attended the seminar and would like the password sooner, please email Lauren Drew at email@example.com.