Jane Morgan Management gathered a who’s who of ASX-listers to strut their stuff in Sydney a few days ago – with a backdrop of Sydney Harbour and some very fancy Opera House food as an extra sweetener on the deal.
As far as investor conferences go, you’d be hard pressed to find a better venue than the harbour-facing tip of Sydney’s Bennelong Point. That’s the one with the Opera House on it.
In the past, the venue’s been home to just about everything from Wagner to The Wiggles, and in mid September, Jane Morgan Management (JMM) welcomed some of the ASX’s most promising small caps (and one bigger-than-small cap) to speak at the JMM Sydney Investor Lunch.
The format was a series of lightning-quick, “no PowerPoints, please” speeches, so the broad audience of attendees were treated to the highlights of what’s happening at a dozen companies – most of them miners, but there were some exceptions – in a setting that turned out to be refreshingly informal.
The result was many of the presentations became more about the human side – a far more personal look at where the companies are at, straight from the mouths of those at the top.
Between that and the top quality Opera House lunch, if you weren’t there, you really missed out.
But while I can’t do much about the fact you missed out on a superb two-course meal looking out over the harbour, what I can help with is footage from the event so you can see and hear for yourself what the companies had to say on the day.
Straight from the horses’ mouths
The green energy revolution is in motion, and the world’s eyes are trained on countries that will meet growing demand for critical transition metals.
Southeast Asia may not be the first place you think of when it comes to lithium production, but Pan Asia Metals boss Paul Lock believes it should be on investors’ radars.
“PAM is the only lithium exploration company in Southeast Asia with advanced lithium projects heading into feasibility,” Lock explained.
“It’s a low-cost environment. Our objective is to produce lithium chemicals and participate in the lithium-ion battery supply chain.”
Central to PAM’s lithium vision is an MoU with Vietnamese EV maker VinES, which gives the company immediate exposure to the region’s emerging lithium supply chain.
And with rapid population growth set to fuel demand for cleaner, greener transport, Lock is certain Southeast Asia is the place to be.
Author Gregor Stronach, Read the full story as published in the The Australian’s Business Review here
