THURSDAY 4TH FEBRUARY 2021
CHAIRED BY KERRY STEVENSON, FOUNDER OF GOLD EVENTS
Bill Holter, Partner, JS Mineset
Why the current global economy is a banana republic.
Bill Holter opens up on his views on what investors can do to be smarter in a mad world of fiat currency printing.
- What the new US administration might mean for gold and silver prices
- Why most people “invest” in paper and what Bill sees as the future of paper money and investing
- The race to the bottom who are the winners and losers
Bill Holter writes and is partnered with Jim Sinclair. He also wrote for Miles Franklin from 2012-15. Bill worked as a retail stockbroker for 23 years, including 12 as a branch manager at A.G. Edwards. He left Wall Street in late 2006 to avoid potential liabilities related to management of paper assets as he foresaw the Great Financial crisis coming. In retirement he and his family moved to Costa Rica where he lived until 2011 when he moved back to the United States. He was a well-known contributor to the Gold Anti-Trust Action Committee (GATA) commentaries from 2007-present.
Jordan Eliseo, Manager, The Perth Mint,
The Perth Mint is Australia’s largest and most highly accredited precious metals enterprise. Through its integrated operations and trusted products and services, The Perth Mint develops markets and creates demand for Australian precious metals the world over. Operating the largest refinery in the southern hemisphere and the only facility in Australia accredited for gold and silver by the London Bullion Market Association, The Perth Mint is endorsed by the commodity exchanges in London, New York, Tokyo, Shanghai and Dubai. As Australia’s third largest manufacturer and Western Australia’s third largest exporter, the Mint delivers in excess of $23 billion worth of bullion bars and coins each year to investors in 130 countries and issues an array of legal tender commemoratives for collectors globally. Offering the only government guaranteed precious metals storage program, the Mint also manages in excess of $6 billion of assets under management for more than 40,000 clients.
Jordan Eliseo is a financial markets commentator and precious metals expert with 25 years industry experience. He has worked at companies including JP Morgan and Deutsche Bank and was Head of Investment Analytics at Cazenove Capital in London where he was responsible for building risk and attribution models for hedge funds as well as equity, fixed income and multi-asset portfolios.
Jordan has also worked as the Head of Investment Analytics for AMP Capital’s Multi-Asset Group in Sydney.
An author, professional speaker and financial markets expert, Jordan has spoken at more than 50 industry events at which he has shared is knowledge of gold, gold investment and the global financial markets with investor audiences ranging from SMSF trustees to financial advisors, family offices and institutional wealth managers, to individuals.
Jordan’s precious metals experience commenced in 2003 when he co-founded Argentaurus Investments, a private investment vehicle set up to invest in precious metals and related assets.
Kingston Resources (ASX:KSN)
Kingston Resources is a metals exploration company which is focused on exploring and developing the world-class Misima Gold Project in PNG. Misima hosts a JORC resource of 3.2Moz Au. Misima was operated as a profitable open pit mine by Placer Pacific between 1989 and 2001, producing over 3.7Moz before it was closed when the gold price was below US$300/oz. The Misima Project offers outstanding potential for additional resource growth through exploration success targeting extensions and additions to the current 3.2Moz Resource base. The Misima PFS is underway and scheduled for completion by the end of 2020.
In addition, Kingston owns 75% of the high-grade Livingstone Gold Project in Western Australia where active exploration programs are also in progress. Today Livingstone contains a 49,000oz JORC 2004 Resource at Homestead and the 2018 discovery at Kingsley. Livingstone is located 140 km NW of Meekatharra in Western Australia.
Mr Corbett has operated in the mining industry for over 22 years.
Prior roles include Portfolio Manager of the Global Resource Fund at Perpetual Investments and General Manager with Orica Mining Services, based in Germany.
Mine management and operational experience includes contractor and owner mining experience combined with statutory mine management responsibilities, mining engineer and project evaluation/feasibility work.
Mr Corbett has a Bachelor of Engineering Mining (Honours) from Western Australian School of Mines, a Masters of Business Administration from Newcastle University and a First Class Mine Managers Certificate.
Kalamazoo Resources, (ASX: KZR)
ASX-listed Kalamazoo Resources (ASX: KZR) is a gold explorer with major assets in two of the most sought after gold provinces in the world. Kalamazoo is exploring for the next world-class gold deposit in the Victorian Goldfields, at its Castlemaine and South Muckleford Gold Projects.
In the Pilbara, Kalamazoo’s strategy is to substantially increase the 1.65Moz gold resource at its newly acquired Ashburton Gold Project as well as building on its other highly prospective Pilbara gold assets.
Luke Reinehr, Chairman/CEO
Luke was a key driver for Kalamazoo’s early growth and its major project acquisitions in the Victorian Goldfields and the Pilbara. Luke has been the Executive Chairman of Kalamazoo since August 2016 and Chief Executive Officer since July 2018. Luke’s core legal experience complements mining and resources, project development and information technology skills. Working across all levels of management, Luke has extensive partnership, director, CEO and chairman experience both in Australia and internationally.
Sam Garrett, Executive Director
Over 30 years of exploration management, project assessment and operational experience for multi-national and junior mining and exploration companies, including Phelps Dodge and Cyprus Gold, in 10 countries and a broad range of geological environments. Specialist in copper and gold exploration with additional strong exposure to iron ore, base metals, and specialist commodities. Co-owner and developer of successful private mine operation for agricultural products. Co-founder of Flynn Gold and predecessor company PTR.
Mt. Eliott, Didipio, Havieron and Tujuh Bukit discovery credits
John Forwood, Director and Consultant
Director and CIO of Lowell Resources Funds Management (LRFM). Qualified lawyer and geologist. He has over 20 years of resources financing experience, including:
CIO of the ASX-listed Lowell Resources Trust,
Director of RMB Resources,
Manager of the Telluride Investment Trust.
EAST VERSUS WEST!
Stockbroker versus Stock picker
Find out who the winner is when Tony Locantro from Alto Capital and Shae Russell from Fat Tail Media go head to head on the stocks they picked in 2020. What do they look for and why?
A valuable conversation about what they look for when investing in theses markets
Tony Locantro joined Alto Capital as an Investment Manager in 2017. Tony has developed extensive knowledge and experience since joining the financial services industry in 1998, in particular, developing a niche in identifying high-growth investment opportunities in the resource, biotech and industrial sectors. As such, he has advised on numerous, successful IPO and pre-IPO capital raisings in the Australian market. Tony is a major contributor to the financial media and can be seen regularly on “Bulls, Bears and Brokers.”
Shae Russell’s first foray into the wide world of financial markets began more than a decade ago. As a consultant at a derivatives brokering firm, she helped clients navigate the complex world of derivatives and technical analysis.
Over the past eight years, Shae’s worked as an analyst on some of Australia’s most widely-read financial investment newsletters, including Gold Stock Trader and Markets and Money. Now she joins the team at Fat Tail Media as co-editor of The Daily Reckoning Australia.
Shae, an avid gold investor, also works alongside Jim Rickards as his Australian analyst for Strategic Intelligence, an advisory dedicated to showing Aussie investors how to read and take advantage of global macro trends.
Godolphin Resources, (ASX: GRL)
Godolphin Resources (ASX: GRL) (“Godolphin”) is an ASX listed resources company, with 100% controlled Australian-based projects in the Lachlan Fold Belt (LFB) of NSW, a world-class gold-copper province which hosts major mines including Cadia/Ridgeway, North Parkes and Lake Cowal. Currently the Company’s tenements cover 3200km2 of highly prospective ground focussed on the Lachlan Transverse Zone, one of the key structures which controlled the formation of gold and copper deposits within the LFB, the Godolphin Fault and the Molong Volcanic Belt. The Orange-based Godolphin team is rapidly exploring its tenement packages with aggressive exploration programmes at it’s key properties. The company is currently focussing on the Copper Hill East Project where initial RC drilling in late 2020 intersected what is believed to be the margins of a gold-copper style porphyry system. At Lewis Ponds a revised Mineral Resource Estimate has recently been announced which focusses on the higher- grade gold and silver rich lenses. A 3,300m diamond drill programme and 1,000m RC programme are currently in progress at Lewis Ponds.
David Greenwood, Chief Executive Officer
David Greenwood has an in-depth knowledge and more than 30 years’ broad-based experience in the resources industry across a range of commodities including precious metals, base metals, industrial minerals, mineral sands, and bulk commodities. Mr Greenwood was educated in the UK and has worked internationally in the resources industry in exploration, production, marketing, business development and investment analysis. Mr Greenwood was Executive General Manager for Straits Resources Ltd, where he was responsible for exploration, marketing, corporate affairs, investor relations and investments. Mr Greenwood has held board positions with junior resource companies, including President (CEO) of Goldminco Corporation, a previously listed Canadian exploration company with assets in the Lachlan Fold Belt, NSW. Mr Greenwood has specific expertise in resources evaluation and financing, from exploration through to mine development, in addition to business development, minerals marketing and investor relations.
Red River Resources, (ASX: RVR)
RVR is seeking to build a multi-asset operating business focused on base and precious metals with the objective of delivering prosperity through lean and clever resource development. RVR’s foundation asset is the Thalanga Base Metal Operation in Northern Queensland, which was acquired in 2014 and where RVR commenced copper, lead and zinc concentrate production in September 2017. RVR has commenced production at the high-grade Hillgrove Gold Operation in New South Wales which was acquired in 2019. The Hillgrove Operation is a key part of RVR’s strategy to build a multi-asset operating business focused on base and precious metals.
Mel Palancian, Managing Director
Mr Palancian has more than 20 years’ experience in the mining industry and his most recent role was Deputy Operations Director at Newcrest’s Gosowong operation in Indonesia. Prior to this, he held a range of senior positions including General Manager Technical Services for MMG, Manager Dugald River Development for OZ Minerals and Principal Adviser Mining for Zinifex.
He holds a Bachelor of Engineering (Civil & Computing) from Monash University and a Masters in Engineering from RMIT.
Maximus Resources (ASX: MXR)
Strong portfolio of priority gold and nickel targets across the fertile Spargoville Shear Zone, including Wattle Dam Gold Mine, one of Australia’s highest-grade gold mines producing ~286,000oz @ 10.1g/t gold in Western Australia’s premier gold and nickel mining provinces.
Tim Wither, Managing Director
Tim Wither is a mining executive with over 20 years experience in the resource sector, both domestically and internationally, with key involvement in the development of several greenfield base metal projects. Mr Wither has held various senior executive and strategic leadership roles in Australia, India, Africa, South America, with publicly listed companies on both the ASX and TSX.
Tim is a graduate of the Australian Institute of Company Directors and holds an MBA from Curtin Graduate School of Business, Graduate Diploma of Mining, Graduate Diploma in Natural Resource Law, as well as a Bachelor of Science in Mine Engineering and Surveying from the WA School of Mines. He is also a candidate for Master of Commercial and Resources Law at University of WA.
Impact Minerals (ASX: IPT)
Dr Mike Jones, Managing Director
Dr Jones completed undergraduate and post-graduate studies in Mining and Exploration Geology at Imperial College, London.
His Ph.D work on gold mineralisation saw him move to Western Australia in 1988 to work for Western Mining Corporation exploring for gold and nickel deposits in the Yilgarn.
From 1994 he consulted to the exploration and mining industry specialising in the integration of geological field mapping and the interpretation of geochemical, geophysical and remotely sensed data for target generation.
Dr Jones has worked on over 80 projects both in greenfields and near mine exploration in a wide variety of mineralised terrains and was the founding director of Lithofire Consulting Geologists in Perth, Australia.
He was also the team leader during the discovery of a significant gold deposit at the Higginsville Mining Centre, near Kalgoorlie and an iron ore deposit near Newman, both in Western Australia.
Lynette Zang, Chief Market Analyst, ITM Trading
The Great Re-set: why most people won’t wake up until after the chaos is over
ITM Trading was born out of the need for education and strategy in the precious metals industry. ITM Trading has protected thousands of people by leaning into the founders mission, to educate and assist all people in mitigating long-term financial risk.
They focus on navigating currency life-cycles and the global economic system. Your Wealth Shield™ puts 25 years of research to use, giving you the power to make educated choices that positively impact your financial future.
Lynette Zang is the chief Market Strategist for ITM trading and is often quoted in the media about her views on gold as sound money and why now we are entering a crisis of epic proportions. Kerry Stevenson will discuss some of the key issues Lynette sees coming in the near future and how investors can protect themselves from an economic re-set
Sunshine Gold,, (ASX: SHN)
Sunshine Gold Limited is focused on developing high quality gold and copper projects in Queensland. The Company controls 618km2 of highly prospective tenements across three main project areas: Triumph Gold Project (138km2, 2 EPMs), Hodgkinson Gold Project (365km2, 5 granted EPMs, 1 EPM in application) and the Investigator Copper Project (115km2, 2 EPMs). The Triumph and Hodgkinson projects contain a suite of prospects from advanced exploration stage through to early-stage targets. Investigator represents an early-stage exploration project with tremendous potential.
Damien Keys, Managing Director
Damien is a geologist with 20 years’ experience in mining and exploration across a range of commodities. Damien has led teams to exploration success with Gold Fields Australia, Silver Lake Resources, Black Cat Syndicate and most recently at Spectrum Metals with the discovery of the Penny North Gold Mine. Damien has completed a PhD in Structural Geology at James Cook University in Townsville.
Kin Mining (ASX:KIN)
Kin Mining is a West Australian based gold development and exploration company. Kin’s key focus is its 100% owned Cardinia Gold Project (CGP) located in the highly prospective North-Eastern Goldfields region of Western Australia. The CGP has 945koz of gold resource (JORC 2012) already defined in shallow open pits and continues to explore the 656km2 of highly prospective ground that is yet to be explored with modern methods.
Andrew Munckton, Managing Director
Andrew Munckton is an experienced geologist who has held senior management roles of both ASX-listed companies and gold operations in a career spanning more than 30 years.
Most recently, Andrew was Managing Director of a junior gold and base metals exploration and development company, Syndicated Metals Limited. His recent focus at Syndicated has been on leading the acquisition and exploration of the Monument Gold Project in Western Australia which is adjacent to Dacian Gold’s Mount Morgans gold mine. In this role he has had responsibility for overseeing exploration programs, feasibility studies, project assessments and acquisition, project divestments, joint ventures, capital raisings and general corporate strategy.
Andrew has also held the roles of Managing Director of Avalon Minerals, General Manager – Operations for Gindalbie Metals, General Manager Strategic Development of Placer Dome Asia Pacific and General Manager Operations of the Kanowna Belle, Paddington and Kundana gold mines over a period of 10 years.
He holds a Bachelor of Science (Geology) from the University of Western Australia and is currently a Member of the Australasian Institute of Mining and Metallurgy (AusIMM) and the Australian Institute of Company Directors.
Matador Mining (ASX: MZZ)
The Cape Ray Gold Project is in the south-western area of Newfoundland, Canada. The Project is about 25 km northeast of the coastal town of Port aux Basques and is located on the Cape Ray shear, one of the most prospective, yet under explored gold regions in North America. The Company is the largest holder of ground along the Cape Ray shear, with approximately 120km of continuous strike along the shear. The Company’s tenement boundary is located approximately 50km along strike from Marathon Gold’s (MOZ.TSX) 4.2Moz Valentine Lake Gold Project.
Ian Murray, Executive Chairman
Mr Murray is a Chartered Accountant, a Member of Australian Institute of Company Directors, and holds an Executive degree in Advanced Management & Leadership from the University of Oxford, Saïd Business School. With over 25 years’ mining industry experience in senior leadership positions, including the position of Executive Chairman and Managing Director of Gold Road Resources Ltd (ASX: GOR) and DRDGold Ltd (NYSE & JSE: DRD), he has also held executive positions with international ‘Big Four’ accounting firms.
Mr Murray brings a wealth of financial, corporate, project development and operational experience to the Board and most recently led Gold Road as it transitioned from explorer to large scale gold producer. Mr Murray has been the recipient of many awards during his leadership of Gold Road, including the Gavin Thomas award for leadership, the Diggers and Dealers Deal of the year award in 2017, after winning the best emerging company award in 2011 as well as the CEO of the year award from CEO Magazine.
Ardiden Ltd (ASX: ADV)
Ardiden Limited (ASX: ADV) is an ASX-listed exploration company focused on creating shareholder value by building a significant gold resource at its Pickle Lake Gold Project located in north west Ontario, one of Canada’s most prolific gold mining districts.
The Pickle Lake Gold Project consists of 870km2 of highly prospective connected landholding containing three gold deposits (Kasagiminnis, Dorothy and Dobie) and around 19 other identified brownfields and greenfields gold prospects.
The Company’s strategy is to systematically target and sensibly drill its highly prospective deposits and prospects to unlock value for shareholders while building a significant gold resource.
The Kasagiminnis (Kas) Gold Deposit has a maiden Inferred high-grade gold resource of 110,000oz (790,000t @ 4.3g/t Au) and in May 2020 the Company defined an exploration target of 500,000 oz to 1.2Moz @ 3.9 – 6.6g/t Au The Kas Deposit represents only a small part of a connected and underexplored +120km strike length at the Pickle Lake Gold Project.
Ardiden also has 100% ownership of three quality hard rock Spodumene Lithium Projects in Ontario. The Company is monitoring the Lithium market closely and seeking to unlock value from its Seymour Lake, Root Lake and Wisa Lake lithium projects.
Ardiden has an experienced Board and Management team with international and Australian based expertise in exploration and production as well as corporate governance and capital raisings.
Robin (Rob) Longley, Managing Director and Chief Executive Officer
Rob has over 25 years’ experience in mining and exploration, and held senior management roles within Australia and Central Africa. He has extensive experience in global resources across gold, nickel, cobalt, lithium and the iron ore sectors.
Rob has an impressive track record of successfully managing and executing exploration programs in difficult and remote locations and delivering progressive results and Mineral Resources to add shareholder value and underpin the development of mineral projects.
Previous senior positions include General Manager Geology for Sundance Resources in Africa from 2007 to 2015 and more recently Managing Director of Helios Gold Ltd. He also has a strong background in gold mining centres such as Peak Hill, Kanowna Belle, Big Bell, Youanmi and Tanami.
Rob is a qualified Geologist with a First-Class Honours Degree from the University of Western Australia.
Moho Resources Limited (ASX: MOH)
Moho Resources Limited (ASX: MOH) is a gold and nickel exploration company with projects in Western Australia and Queensland, Australia. They have three projects, Empress Springs in Queensland, Burracoppin and Silver Swan North in Western Australia. Silver Swan North is currently being drilled out for a resource to advance the project towards a mining scenario for the company.
Ralph Winter – BCom – Grad Dip Prof Acct, GAICD
Mr Winter is a commerce professional with 16 years of extensive experience in the mining and exploration industry. He has specialised in corporate affairs and finance, marketing and promotion and business development in both exploration and development companies, with a wide range of commodities including gold, copper, silver, uranium and iron ore. Mr Winter is a graduate of the Australian Institute of Company Directors and a Director of Breast Cancer Care WA
Investigator Resources (ASX: IVR)
Andrew McIlwain, Managing Director,
Investigator Resources Limited is an ASX listed (IVR) metals explorer with a focus on opportunities primarily in silver, gold and copper. Successful in the greenfields discovery of the 100% IVR owned 42M oz Paris Silver Project located in South Australia – currently being advanced to PFS, Investigator‘s also holds other prospective tenements within South Australia and the west coast of Tasmania.
Andrew McIlwain – BE (Mining) Melb, MAusIMM, MAICD:
Andrew is a qualified mining engineer with over 35 years’ experience in the mining industry.
With an experience base that covers most commodities and facets of the resources business, Andrew is highly regarded for his demonstrated capabilities, particularly in business turn-around and commercial negotiations.
Having worked in technical, senior management and executive roles within numerous Australian and international corporations including Mount Isa Mines; Central Norseman Gold; WMC Resources; Lafayette Mining; Oxiana and Unity Mining amongst others, sees Andrew with an extensive industry network and as a sought after resource for board directorships, corporate transactions and commercial negotiations.
Currently the founding Non-Executive Chairman of ASX listed Emmerson Resources Limited, and Managing Director of ASX listed Investigator Resources, Andrew brings operational and corporate experience in a variety of fields including establishment of corporate restructuring, operational sustainability, project development and both equity and conventional debt financing.
David Morgan, The Morgan Report
David Morgan is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories and bullion dealers. He is the publisher of The Morgan Report, a world-class publication designed to help you build and secure your wealth. He is the author of “The Silver Manifesto”, and a featured speaker at investment conferences all over the world.
Second Chance Book: http://www.thebooksecondchance.com
The Silver Manifesto: http://www.thesilvermanifesto.com
Save In Silver & Gold: http://preciousmetalssavingsprogram.com
Beat The Bankers: https://www.themorganreport.com/gold-and-silver-for-life
Networking, your chance to meet, interact and ask questions to todays presenters.
Only registered participants will have access to the Zoom room