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Wednesday 19 October, 20 Canada Square, Canary Wharf, London E14 5LH

12.00 Registration and sandwich lunch

12.30 -14.00 Seminar



S&P Capital IQ Equity Research’s July 2011 recent report on the mining sector highlights the key drivers of performance and future challenges for the industry. Since publication of the report, general economic uncertainty and stock market sell-off has plunged already low sector valuations back towards their 2008 lows.

• Why is the market discounting a sharp drop in earnings for a sector that consensus estimates are expecting record earnings from?
• Which commodities are most exposed to Chinese demand and is this demand sustainable?
• Market prices for almost all commodities have risen significantly over the last 5 years, in some cases more than 5 times. Has this been biased towards certain commodities (e.g. early cycle) and are current prices sustainable?
• Half yearly results highlighted a number of industry challenges especially cost inflation and growing resource nationalism raising the spectre of mining rights being revoked, nationalism and higher sector taxation. Which countries present the most risk and how is the industry responding to this threat?

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