Investment Leaders Panel: Resource Resilience & Maintaining Momentum for the Green Revolution

Panel discussion with:
Patrick Chidley, Partner, 3ppm LP
John Meyer, Partner/Mining Analyst, SP Angel
Sunny Shah, Investment Team Leader, Resource Capital Funds
Jan-Henk van Konijnenburg, Head of Global Prospect Evaluation, BHP Exploration

Timestamps:
00:00 - Introductions
04:22 – How investors manage geopolitical risk and opportunities in this space?
06:40 – Where are your investments currently focused?
11:28 – Role of government and other investors, pushing for exploration
14:53 – How do you grow the focus on funding exploration?
20:54 – Is copper the place to be right now?
22:56 – Gold and silver
29:20 – How do investors evaluate opportunities?
32:43 – Impact of the energy transition thematic on investment
37:36 – Where should we focus moving forward?

This was recorded at our 121 Mining Investment London event from 15-16 May 2024. For more information about the event and those who participated, click here: https://www.weare121.com/121mininginv...