In our first commodities seminar this year, on Monday 22 April, we discussed which commodities are likely to outperform the markets and how to get in early to catch the biggest gains. We explained 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.
Please view the videos and presentations taken from our speakers at the seminar to see what was discussed on the day. Please note that our editorial speaker presentations are password protected so that our paying delegates have priority. All of the videos will be made available to everyone in one month's time.
Overview
■ Investors Chronicle, John Hughman, Editor, Investors Chronicle
Welcome / Key trends, themes and opportunities
■ George Maxwell, Chief Financial Officer, Eland Oil & Gas
George Maxwell has over 20 years’ oil industry experience in both the producing and service/manufacturing arena. He was until recently Business Development Manager for Addax and, prior to this, Commercial Manager in Geneva. Mr Maxwell joined Addax in 2004 and held the General Manager's position in Nigeria, responsible for finance, fiscal and commercial activities. Previously, Mr Maxwell worked with ABB Oil & Gas as Vice President of finance based in the UK with responsibilities for Europe and Africa. He held a similar position in Houston, from where the organisation ran its operations in 10 countries. Prior to this, Mr Maxwell was located in Singapore as Finance Director for Asia Pacific and Middle East, handling currency swaps and minimising exposures during the Asian financial crisis of the late 1990s. Mr Maxwell began his career at Texaco working in economics and fiscal planning and has held various directorships in the UK, France, Singapore, Iran, Canada, Australia and Nigeria in the shipping, manufacturing and oil producing sectors.
Unlocking potential in the Niger Delta
■ Paul Harrison, Chief Executive Officer, Strategic Minerals
Paul Harrison began his career at the oil and resource specialist firm Wood Mackenzie & Co before progressing to become a Director of County Natwest Woodmac and then subsequently Executive Vice President in the UK/European division of Salomon Brothers Inc. Since 1994 he has successfully advised a wide range of companies, both private and public, primarily in the natural resources sector. These have had a broad mineral and geographical spread and covered operations in multiple African countries, Central America, Australia, Russia and the FSU. Over the period he has raised a substantial amount of capital finance, primarily through a combination of private and public equity placements.
Strategic Minerals: making shipments - making money
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■ Cathal Friel, Executive Chairman, Fastnet Oil & Gas
Cathal is managing director and one of the founders of Raglan Road Capital Limited (which trades as Raglan Capital), a Dublin and London based corporate finance and merchant banking group. Cathal has over 25 years of managerial, entrepreneurial and corporate finance experience, as well as successfully advising major UK and Irish companies on domestic and international transactions.
He was previously one of the founding directors of Dublin based Merrion Corporate Finance, where he helped build Merrion to becoming one of Irelands top three corporate finance and stockbroking firms in less than 6 years, before successfully selling it for approximately €100 million in 2006.
Exploring for oil offshore Ireland and Morocco
■ Luis Martins, Director Business Development Europe, Colt Resources
Luis Martins is a geologist with 30 years of experience in the exploration and mining sector. He was a former Director of the Mineral Resources Department at the Geology and Mining Institute (the Geological Survey) and a former Director of the Mines and Quarries Department at the Directorate-General of Energy and Geology (the Mining Authority). He has participated in several national and international research projects, especially in the mineral exploration, environmental geology and mining heritage fields and coordinated several international working groups. He was the Portuguese representative on the "Raw Materials Supply Group" of DG Enterprise and Industry of the European Commission (June 2010-August 2012) and, as an expert, on the "UNECE Expert Group on Resource Classification" (October 2010-August 2012). He has published over 100 national and international peer-review publications. He has participated in 350 conferences, workshops and seminars where he has presented papers in 80 of them and taught more than 20 graduate level short courses.
Developing Portugal's next gold and tungsten mines
■ Matthew Allan, Investment Writer - Commodities, Investors Chronicle
Drill watch: a guide to junior oil and gas exploration, including the ultimate exploration-focused portfolio
■ Panel and Q&A
Moderator:
John Hughman, Editor, Investors Chronicle
Panellists:
- George Maxwell, Chief Financial Officer, Eland Oil & Gas
- Paul Harrison, Chief Executive Officer, Strategic Minerals
- Cathal Friel, Executive Chairman, Fastnet Oil & Gas
- Luis Martins, Director Business Development Europe, Colt Resources
