Thursday 18th November 2021
PROTECT & GROW YOUR WEALTH
Risk on, Risk off, Risk…?
Nicholas Frappell brings many years of experience in precious metals, both as a trader of spot, forwards and exchange traded futures, and latterly as a marketer to producers, consumers in the automobile, electronics, and petroleum sectors, and hedge funds.
Nicholas worked previously for Mitsui and Co. Precious Metals Inc. in their Hong Kong office where he grew the Australian producer hedge book and precious metals leasing business, and prior to that for the London office. He was formerly manager of Precious Metals for Triland Metals, and RBS Sempra Commodities in London, and before that Sumitomo Corporation where he gained experience in London in commodity finance in the Middle East and in Tokyo where he engaged in arbitrage of TOCOM gold futures.
During his time in London, Nicholas was twice a member of the London Bullion Market Association’s Management Committee, a member of the Finance Committee, and until February was Chairman of the Association’s Membership Committee.
Andrew Cochineas CEO of Pallion Group commented, “We are delighted to welcome Nick Frappell as Global General Manager of ABC Bullion. His appointment and our recent admission to the LBMA Good Delivery List for Gold evidences the commitment of ABC Bullion and the broader Pallion group of companies to leadership in the precious metals space at an international level.”
Nick Frappell, Global General Manager
The Future of Money – Gold, SDRs, Cryptos, and Central Bank Digital Currencies
James Rickards is the Editor of Strategic Intelligence a financial newsletter. He is the New York Times bestselling author of The New Great Depression (2021), Aftermath (2019), The Road to Ruin (2016), The New Case for Gold (2016), The Death of Money (2014), and Currency Wars (2011) from Penguin Random House. He is an investment advisor, lawyer, inventor, and economist, and has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve.
His clients include institutional investors and government directorates. He is an op-ed contributor to the Financial Times, Evening Standard, The Telegraph, New York Times, and Washington Post. Mr. Rickards is a guest lecturer in globalization and finance at The Johns Hopkins University, Georgetown University, Trinity College Dublin, the U.S. Army War College, the National Defense University, and the School of Advanced International Studies.
He has presented papers on risk at the Applied Physics Laboratory, and the Los Alamos National Laboratory. He is an advisor on capital markets to the U.S. intelligence community, and the Office of the Secretary of Defense. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from SAIS, and a B.A. (with honors) from Johns Hopkins.
JIM RICKARDS, ECONOMIST, LAWYER, INVESTOR AND INVESTMENT ADVISOR
INVESTIGATOR RESOURCES (ASX:IVR)
Investigator Resources Limited (ASX Code: IVR) is a metals explorer focused on the Gawler Craton of South Australia and the West Coast of Tasmania. These two highly endowed, mineral rich provinces offer discovery opportunities in data rich and supportive jurisdictions.
Investigator’s primary focus is advancing its 100% owned Paris Silver Project, located approximately 70kms north of the township of Kimba in South Australia.
Andrew McIlwain, Managing Director
Andrew has over 35 years’ experience in the mining industry. He is a qualified mining engineer and has held operational, technical, senior management and executive roles within Mount Isa Mines Limited, WMC Resources, Lafayette Mining and Unity Mining. More recently, an independent consultant for a number of Australian Resource Company’s; focusing on corporate transactions and has acted as an independent Non-Executive director of numerous resource companies including Kidman Resources and Tusker Gold.
Andrew is currently Non-Executive Chairman of Emmerson Resources Ltd.
Andrew brings operational and corporate experience in a variety of fields including establishment of operational sustainability, project development and both equity and conventional debt financing.
ANDREW McILWAIN, Managing Director
West Wits Mining (ASX: WWI)
West Wits Mining Limited (ASX: WWI) is focused on the exploration, development and production of high value precious and base metals for the benefit of shareholders, communities and environments in which it operates.
Mr Quinert is a founding partner of Quinert Rodda & Associates which was established in July 2009. He has over 30-years’ experience as a commercial and corporate lawyer, including three years with ASX and over 20 years as a partner in a Melbourne law firm.
Mr Quinert has extensive experience assisting and advising companies on IPOs, capital raising, cross border transactions, regulatory compliance and has regularly advised publicly listed mining companies.
Michael is a Non-Executive Director of publicly listed First Au Limited (ASX:FAU) and Victorian Livestock Exchange Pty Ltd.
Michael Quinert, Chairman
First AU (ASX: FAU)
First AU is an Australian focused exploration company with exciting gold and base metal projects in Victoria and Western Australia. FAU has an experienced team using modern exploration ideas and techniques in strategically placed ground positions to enable the Company to make a major discovery.
Ryan Skeen, Managing Director
Mr Skeen brings to First Au valuable experience and a deep understanding of financial and economic markets, while providing investment and strategic advice to complex situations. He is well versed in various capital raisings including IPOs, placements, and rights issues, and is well focused on business development and growth. Ryan has provided corporate advisory advice to emerging companies and is largely focused on exploration companies in gold, rare earths and base metals.
Ryan Skeen, Managing Director
Magnetic Resources (ASX:MAU)
Magnetic Resources NL (MAU) is a dynamic and unique gold company. Our primary focus is the advanced Hawks Nest 9 and adjacent Lady Julie gold assets in the Laverton region of Western Australia. These assets are large scale and at surface. The shallow gold and its proximity to existing mining operations and infrastructure in the region, represent the unique point of difference for investing in Magnetic Resources.
Founding director and shareholder of the Company since incorporation and was the former Managing Director until October 2014 (reinstated as MD April 2017). Mr Sakalidis has worked tirelessly to establish a portfolio of assets which the Company continues to develop for production.
Mr Sakalidis is an exploration geophysicist with over 30 years’ industry experience, and his career has included extensive gold, diamond, base metals, iron ore and mineral sands exploration. Mr Sakalidis has been involved in a number of significant mineral discoveries, including the Three Rivers and Rose gold deposits, the Dongara Mineral Sands Deposits and the Boonanarring-Gingin South-Helene Mineral Sands Deposits in Western Australia.
George Sakaladis, Managing Director
10 Minute break
Preserving wealth in an uncertain world
Emeritus Professor Ian Plimer is Australia’s best-known geologist. He was Professor at Adelaide, Melbourne and Newcastle Universities and on the staff at New England, NSW and Macquarie Universities. He has published more than 140 scientific papers, 12 books and was one of the 3 editors of the 5-volume Encyclopedia of Geology. He has been director of ASX, TSX and AIM companies for 25 years and is now director of various Hancock Prospecting companies including Roy Hill and Atlas Iron.
Ian Plimer, Geologist, Bon vivant, trouble maker, survivor
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 1231koz 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.
Andrew previously served as a director of Syndicated Metals Limited until he resigned on 26 April 2018.
Andrew Munckton, Managing Director
Kalamazoo Resources (ASX:KZR)
ASX-listed Kalamazoo Resources (ASX: KZR) is a gold exploration company with major assets in two of the most sought after gold provinces in the world, the Victorian Goldfields and the Pilbara in Western Australia.
Kalamazoo has a multi-pronged strategy focused on exploring for the next world class gold deposit in the Victorian Goldfields, whilst increasing the 1.65Moz gold resource at the newly acquired Ashburton Gold Project in the Pilbara as, in addition to building on its other highly prospective and well located Pilbara gold assets.
Luke’s core legal experience compliments mining and resources, project development and information technology skills. Working across all levels of management, Luke has extensive partnership, director, CEO and chairman experience in Australia and internationally.
Luke Reiner, Chairman & CEO
Koonberry Gold (ASX:KNB)
Koonenberry Gold Project is a Victorian-style orogenic Gold opportunity in a new and underexplored gold province. Early stage exploration and interpretation indicate considerable untested potential in this greenfields project area.
Ms O’Neill is an experienced mining executive and finance professional with more than 25 years’ working in resources, investment banking and professional services. She has worked in Europe, Africa, Oceania, Asia and Australia and has a proven track record of effective leadership, strategic management and problem solving in organisations in different stages of their life cycles.
Ms O’Neill holds an MBA, a Bachelor of Accounting Science, is a Fellow of the Governance Institute and Graduate Member of AICD.
Karen O’Neill, Managing Director
10 Minute break
Why investors need to take notice
Born with dual Swiss/Swedish citizenship, Egon’s education was mainly in Sweden.
Egon began his professional life in Geneva as a banker and thereafter spent 17 years as the Finance Director and Executive Vice-Chairman of Dixons Group Plc. During that time, Dixons expanded from a small photographic retailer to a FTSE 100 company and the largest consumer electronics retailer in the UK.
During the 1990s, Egon became actively involved with financial investment activities including mergers and acquisitions and asset allocation consultancy for private family funds. This led to the creation of MAM as an asset management company based on wealth preservation principles.
MAM is now the world’s leading company for direct investor ownership of physical gold and silver outside the banking system. Our vaults include the biggest and safest gold vault in the world, located in the Swiss Alps. Clients include High Net Worth Individuals, Family Offices, Pension Funds, Investment Funds and Trusts in over 80 countries.
Egon makes regular media appearances and speaks at investment conferences around the world. He also publishes articles on precious metals, the world economy and wealth preservation.
Egon Von Greyers, Founder and Managing Partner
Zenith Minerals (ASX:ZNC)
Zenith has a vision to build a gold and base metals discovery business with a team of proven project finders. Zenith Minerals has accumulated an extensive project portfolio broadly subdivided as shown to the right. The focus is on 100% owned Zenith projects, whilst partners progress multiple additional opportunities using third party funds. Projects may be developed or monetized depending how shareholders’ best interests are served.
Michael Clifford, Executive Director and CEO
Mick Clifford is a geologist (BSc (Hons) 1987, MSc) with over 30 years’ experience in the exploration industry. Mick held senior technical and business development roles and explored for most major metal commodities during a successful career with Billiton Australia, Acacia Resources and AngloGold Ashanti rising to the position of Regional Exploration Manager Australia.
Mick was Managing Director of ASX listed PacMag Metals Ltd from 2005 until its takeover in 2010, when he co-founded private explorer S2M2 Coal Pty Ltd. He is experienced in international exploration and has had exposure to mining and exploration in the USA, Indonesia, Brazil, PNG, Angola, Democratic Republic of Congo, Mexico and Mongolia.
Michael Clifford, Executive Director & CEO
Oklo Resources (ASX:OKU)
Oklo resources’ licences cover the highly prospective greenstone belts in Mali, West Africa, with a total landholding of 1,405km2. The Company’s focus is on its West Mali landholding (~505km2), and in particular its flagship Dandoko Project located east of the prolific Senegal-Mali Shear Zone and in close proximity to numerous world-class gold operations, with the Company retaining a 20% interest in its south Mali projects (~675km2) through a joint venture with Marvel Gold Limited (ASX:MVL).
The Company has reported a robust initial JORC 2012 compliant Mineral Resource Estimate (MRE) of 11.3Mt at 1.83g/t gold for 668.5kOz contained gold at its flagship Dandoko Project in West Mali with 79% of the MRE classified in Measured and Indicated category which remains open and is expected to grow with ongoing drilling along strike and at depth.
Mr Taylor is a geologist with over 25 years’ experience in exploration, project assessment and development in the resources sector. He has had a diversified career as a resources professional providing services to resource companies and financial corporations. His experience spans a range of commodities including gold, fertilisers (phosphate and potash), base metals, nickel, uranium, coal and coal seam methane. Whilst his experience includes Australia a majority of his projects have been in countries including Brazil, Turkey, Uganda, Tanzania, Mali, China, UK and North America.
His experience includes providing consulting services to resource companies and financial corporations as a resource analyst. His analytical and technical expertise, combined with his corporate experience have given him an ability to advise companies at a corporate and Board level including fund raising, acquisitions, promotion and recognising value opportunities to add shareholder value.
SIMON TAYLOR, MANAGING DIRECTOR
TIETTO MINERALS (ASX:TET)
Tietto is focused on fast-tracking the development of the Abujar Gold Project in Côte d’Ivoire, West Africa, targeting first gold in Q4 CY2022.
In October 2021, Tietto completed the Abujar Gold Project Definitive Feasibility Study (DFS) 4Mtpa open pit operation. Highlights included:
- 260,000oz gold forecast in first year of production (30% increase over the PFS) at an AISC of US$651/oz
- 2Moz of gold production forecast over first six years for 200,000oz per annum (20% increase over the PFS) at an average AISC of US$804/oz
- Updated Open Pit Probable Ore Reserves have grown to 34.4Mt at 1.3 g/t Au for 1.45Moz using US$1,407/oz (68% increase over the PFS and 78% of Indicated Mineral Resources)
- Life of Mine (LOM) mining inventory inclusive of Ore Reserves of 44.9Mt at 1.2 g/t Au for 1.7Moz gold recovered (54% increase over the PFS) for a strip ratio of 6:1 w:o
- Payback period post-tax of less than 1 year from first production.
Mark Strizek, Executive Director
Mr Strizek has more than 20 years of experience in gold exploration, resource development and operations of open pit and underground projects ranging from the Kalgoorlie super pit to high grade projects such as Frogs Leg in the Eastern Goldfields, Western Australia. Prior to joining ASX-listed Vital metals limited as Chief Executive Officer, Mr Strizek was involved in project development of mineral, coal and petroleum resources in both Australia and Papua New Guinea.
Mark Strizek, Executive Director
ALICE QUEEN (ASX:AQX)
Alice Queen Limited (ASX: AQX) is an Australian minerals exploration company with an exciting portfolio of gold / copper-gold projects located in the Northern Molong Volcanic Belt in New South Wales, Horn Island in the Torres Strait and Fiji.
Its portfolio includes exciting exploration projects:
- Horn Island – hosts an Inferred Resource (JORC 2012) 7.9Mt @ 1.9g/t Au for 492,000oz from 18,000m diamond drilling and demonstrates prospectivity for short-term gold production, with a Scoping Study underway
- Boda East – located ~700m east of Alkane Resources’ (ASX: ALK) Boda porphyry gold-copper discovery and contains 13km of north-south trend. Maiden drilling commenced July 2020
- Fiji – Alice Queen has acquired two special prospecting licences, Nabila and Viani, hosting the historic Mistry gold mine and several other promising prospects in Fiji, a well-known address for precious metals including gold.
Andrew is the Managing Director of Alice Queen Limited and founder of the Company in 2012. Prior to that Andrew was Managing Director of Kidman Resources Limited (KDR) an ASX listed lithium development company. Andrew has 25 years experience in the corporate sector specialising in business development, capital raising and corporate finance.
Andrew Buxton, Managing Director
What to look for when investing in precious metals stocks
Tony Locantro is the Investment Manager at Alto Capital, an independent investment and advisory firm, located in West Perth. Founded in 2004, Alto has a well-established track record of building clients’ wealth, successfully listing private companies on the ASX and completing capital raisings for both private and public companies, including start-ups.
Tony Locantro, Investment Advisor, Alto Capital
GOLDEN RIM RESOURCES
Golden Rim Resources Ltd (ASX: GMR) is developing advanced gold projects in West Africa, focusing on its flagship project, the highly prospective Kada Gold Project in Guinea, as well as holding the 2Moz Kouri Gold Project in Burkina Faso.
Craig Mackay, Managing Director
Craig Mackay is a geologist with 26 years experience and holds Bachelor of Applied Science – Applied Geology, Bachelor of Science (Honours) and Master of Science degrees. He is also a Member of the Australian Institute of Mining and Metallurgy. Mr Mackay has held positions with a number of major resource companies, including Shell, Acacia Resources and AngloGold. Mr Mackay has been a director of Golden Rim since 8 October 2004 and Managing Director since 19 February 2007.
Craig Mackay, Managing Director
BARTON GOLD (ASX:BGD)
Barton Gold is an ASX listed Australian gold exploration company with a total attributable ~1.1Moz Au JORC (2012) Mineral Resources endowment (28.74Mt @ 1.2 g/t Au), a pipeline of advanced exploration projects and brownfield mines, and 100% ownership of the only regional gold mill in the central Gawler Craton of South Australia.
Alex is a financial economist with more than 15 years’ experience in financial analysis, consulting, structured finance and mining advisory, investment and management. He was previously Managing Director of PARQ Capital Management and a Director with Lusona Capital where he focused on corporate advisory and principal investments in the natural resources sector.
Alex is a graduate of Santa Clara University (BSc Finance Honours & BSc Economics Honours), the University of Oxford (MSc Financial Economics) and the University of Cambridge (MPhil Management).
Alexander Scanlon, Managing Director
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