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Which metal markets could be positioned best – and worst – for success during the pandemic and its immediate aftermath? Where the investors are looking to invest and de-invest? What is outlook of critical raw materials and metals markets in Europe?
Dan started his tech career building the AdWords Inside Sales team at Google under Sheryl Sandberg. After Google, he joined AdRoll as the Vice President of Sales, scaling its global sales and support teams. This early exposure to sales organizations highlighted the critical need for businesses to understand their sales and support conversations in real-time, and became Dan's catalyst for joining the team at TalkIQ as CEO & President. In May, Dan spearheaded the acquisition of TalkIQ by Dialpad, and now serves as a board member and Chief Strategy Officer, where he partners across all business functions to define and drive Dialpad's strategic direction and product vision for the future of work.View the profile
Adam is the Head of Mine Supply at Metals Focus. He is responsible for research and analysis of supply and operating costs across gold, silver and platinum group metals and manages a team of analysts focused on these areas. Prior to joining Metals Focus Adam was Head of Mine Economics at S&P Global Market Intelligence where he lead research into supply and costs across 15 different commodities. Earlier in his career he worked as a geologist on mines sites and exploration properties in Western Australia. He has a BSc in Earth Science from the University of Wales Aberystwyth and an MSc in Geochemistry from the University of Leeds.View the profile
Ross started his business career with business guru Sir Clive Sinclair of Sinclair Research in Cambridge, before joining Johnson Matthey as Gold Refining Manager (then the worlds largest gold refiners), then as a gold trader at NM Rothschild & Sons (the Chairman of the London Gold Fixing) and later Credit Suisse, where he was a Senior Dealer in physical bullion trading. Ross has an enviable record within the London Bullion Market in forecasting the gold price over the last decade and is frequently sought by the media for commentary on the bullion markets. Ross has made frequent appearances on TV (BBC, CNBC, CBC) in newspapers (FT. Wall Street Journal) as well as in the newswires (Reuters, Bloomberg and Dow Jones).View the profile
Howard founded boutique capital markets advisory firm RK Equity in 2002. He has over 25 years capital markets and investing experience across multiple investment themes in natural resources, including, gold, iron ore and lithium. From 1997-2001 Howard led the institutional equity sales desk of SG Cowen Securities focused on the EMEA region, as well as Japan. Howard spent the first 5 years of his career as an analyst focused on privatization in Eastern Europe at Thomson Financial and as an investment banker in Budapest, Hungary. Howard holds a B.A. in Economics from the University of Michigan and an M.B.A. in Finance from Columbia University. Howard authors the Lithium-ion Bull™ and co-hosts Lithium-ion Rocks podcast, both periodic commentaries about companies supplying lithium and other raw materials that will meet the disruptive demand from the widespread adoption of Electric Vehicles and Utility Storage. Howard speaks regularly at investment conferences and to the financial media about the disruptive battery metals thematic.View the profile
Cover the love ground this morning from an in-depth discussion on miniatures. Metals and where they're going to shoot Oaks on Golden the spin a fascinating discussion on a lithium. We now have about 10 minutes. Thanks just on its will giving us a big hand over to the Palace to answer a couple questions. I have received a few questions and I'd like to kick off with one straight talk to you about how would if you if you can just elaborate a little bit more on the roster for people between
carbonate and was driving. That's A-Okay 300000 times today and 60000 of those tunnels are going into your EV batteries like Tesla's so it's a very small portion of the the the bigger Market but the the Tesla's guaranteeing a battery for 8 years it is that lithium Video super high quality and low in Purity then lithium that might go into the Pharmaceuticals or your laptop or your phone which you know, you dies after a few hours, right? So the quality and the impurity differential and makes it much harder
to be qualified by inaudible yam that is guaranteeing to you that that battery is going to last for 8 years. So there's only three companies that are battery qualified out of maybe seven or eight industry and as a result of the difficulty and a bit of the pricing power you have a higher price for lithium hydroxide lithium carbonate which is going again into a laptop battery Ceramics grease Etc. So that's that's the differential in and that's not well understood in the industry because the mud
MINEX Central and Eastern Europe, MINEX Western & Northern Europe, MINEX Southern Europe materials (3 June, 1 and 2 July 2020)
MINEX Central and Eastern Europe and MINEX Southern Europe materials
MINEX Western and Northern Europe and MINEX Southern Europe materials
MINEX Southern Europe materials
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