Agenda
DAY ONE - Tuesday 23rd March 2010
8:15 Registration & morning coffee
9:00 Opening remarks
CHAIRMAN
Clarke Wilkins, Citi Investment Research
9:10 Economic Outlook
John Nicolaou, Chief Economist, Chamber of Commerce & Industry
9:40 KEYNOTE ADDRESS Rio Tinto Iron Ore
Sam Walsh, CEO, Rio Tinto Iron Ore
10:20 KEYNOTE ADDRESS BHP Billiton Iron Ore
Ian Ashby, President, BHP Billiton Iron Ore
10:50 Iron ore market outlook What can we expect from 2010 and beyond?
Alan Heap, Managing Director, Global Commodity Analysis, Citi Investment Research
11:30 Morning tea
COMPANY UPDATES
12:00 Update from Fortescue Metals Group Ltd
Andrew Forrest - Chief Executive Officer, Fortescue Metals Group Ltd
12:40 Roy Hill 1 & Nicholas Downs manganese
Tad Watroba, Director, Hancock Prospecting Pty. Ltd
1:00 Atlas Iron Merging to deliver production growth
Mark Hancock, Chief Financial Officer, Atlas Iron Limited
1:20 Questions from the audience
1:30 Lunch proudly hosted by

CHAIRMAN
Paul Harris, Managing Director, Head of Metals and Mining, Citi Global Banking Australia & New Zealand
2:40 Grange Resources The magnetite producer
- Australias leading magnetite producer - large, long life, producing mine operating in Tasmania
- Continuing to develop its large Southdown magnetite project in the South West of Western Australia
- Secure customers, keen to seek offtake well into the future
- Strong balance sheet and is leveraged to any increase in iron ore price
Russell Clark, Managing Director, Grange Resources
ROUND UP OF THE EMERGING PROJECTS
3:00 The development of Sinosteel Midwest Corporation
- Recent history
- Development of vision and principles
- Plans for the mid west region iron ore mine development
- The interdependency of infrastructure and other miners in the Mid West
Giulio Casello, Chief Operating Officer, Sinosteel Midwest Corporation Limited
3:20 Sino Iron project
Barry Fitzgerald, CEO, CITIC Pacific Mining
3:35 Brockman Resources Steeled for growth
Wayne Richards, Managing Director, Brockman Resources
3:50 Development update on the Karara Iron Ore Project
- Resource, partner, funding, offtake, infrastructure and development
Garret Dixon, Chief Executive Officer, Gindalbie Metals Ltd
4:05 Questions from the audience
4:15 Afternoon tea
4:45 BC Iron Limited - Integrity - Mining - Success
Mike Young, Managing Director, BC IRON LIMITED
5:00 The FerrAus Story An emerging developer of iron ore in East Pilbara
Mike Amundsen, Managing Director, FerrAus Limited
5:15 Developing the Spinifex Ridge Iron Ore Project
Derek Fisher, Managing Director, Moly Mines Limited
5:30 Balla Balla Titanomagnetite One mine producing Magnetite, Titanium and Vanadium
- Integrated 3-product feasibility study confirms strong project economics
- Synergies of producing multiple products from a single deposit translates to considerable capital and operating cost savings
- Key infrastructure and approvals in place with construction poised to commence
Charles Schaus Managing Director Aurox Resources
5:45 The Mayoko Iron Ore Project in West Africa
- West Africa -The next global iron ore province?
- DMC - Exploring the potential 1 billion tonne Mayoko project which has existing infrastructure
David Sumich, Managing Director, DMC Mining Limited
6:00 Questions from the audience
6:10 Close of day one
6:10 Cocktail Reception
7:15 Buses depart Sheraton Perth for Conference
7:30Official Conference Gala Dinner
The Old Swan Brewery
Proudly hosted by: Fluor Australia Pty

DAY TWO - Wednesday 24th March 2010
8:15 Morning coffee
9:00 Opening remarks
CHAIRMAN
Dr Neil J. Bristow, Managing Director, H&W Worldwide Consulting Pty Ltd
9:10 Update on corporate restructures and consolidation and the take over tussel in the iron ore producers and steel markets
- Corporate restructures and consolidations steel market survival
Calum Baker Research Manager, Steel Raw Materials CRU | THE INDEPENDENT AUTHORITY
THE GROWING IMPORTANCE OF SOUTH AUSTRALIA
9:40 Review of the South Australian iron ore region and infrastructure issues
Joe Mastrangelo, Director Major Projects and Investment Attraction, Department of Primary Industries and Resources SA, PIRSA
10:00 Western Plains Resources Ltd
Bob Duffin, Executive Chairman, Western Plains Resources Ltd
10:15 Wilcherry Hill development
Ian Finch, Director, IronClad Mining Limited
10:30 Questions from the audience
10:40 Morning tea
CRITICAL ISSUES ADDRESSED
11:10 Has Brazil's position in the Iron Ore seaborne market peaked? Does the future belong to Australia?
- Brazilian Real may be becoming a Petro currency with the consequent impact on costs and margins in US$ terms
- Atlantic Basin demand has peaked and can only decline
- Except for Africa which will be self sufficient
- The great growth in Asian demand will continue and Brazil suffers the transport cost disadvantage
- Chinese steel cos are backward integrating into Australia
Rod Beddows, CEO Hatch Corporate Finanace
FREIGHT & INFRASTRUCTURE
11:35 How would the massive delivery schedule of capsize bulkers which is just
around the corner, affect Australias freight advantage over Brazil?
Peter Malpas, Director, Group Manager Research Australasia/Asia, Braemar Seascope
12:00 Oakajee Unlocking Western Australias mid-west economy
John Langoulant, CEO, Oakajee Port & Rail Pty Ltd
12:20 Chinas role in developing Australias biggest tonnage port Port Hedland
Andre Bush, Chief Executive Officer, Port Hedland Port Authority
12:40 Questions from the audience
12:50 Lunch
CHAIRMAN
Steven Randall, Managing Director, The Steel Index
PRICING MECHANISMS
2:00 Whats missing in the spot market today?
- The iron ore market and how it can be transformed
- Blueprint for a globalORE future
- What you need to know to stay ahead of market change
Eoghan Cunningham, Chief Executive Officer, globalORE
STEEL MARKET OUTLOOK
2:20 The health of the steel industry
- Steel market demand and supply analysis
- Forecast steel prices
- China Steel outlook- what can industry expect?
- Chinese companies operating in Australia profit potential, challenges
- Current outlook for the European steel industry
- How will JVs effect on competition, price, volume and quality
2:50 Questions from the audience
3:00 Afternoon tea
CHINA
3:30 China iron ore demand and its supply dependency
- Insights on the balance of the Chinese iron ore demand under economic downturn and the potential supplies from the local and Indian iron ore producers in 2009
- Bargaining powers of Chinese steel mills in the 2009 contract price negotiation
- Exceptions/uncertainties with respect to the forecasting model of the demand and supply potentials
Eric Li, Senior Vice President, CBI China
4:00 Chinas slowdown: Implications for resource demand and strategic capital from China into the global mining sector - with specific reference to iron ore and steel
- Chinas economic stimulus plan and the impact on steel consumption and iron ore demand
- Comprehensive China iron ore market study that looks into Chinas long term demand potential
Kobus van der Wath, Founder & Group Managing Director, THE BEIJING AXIS
CEO, Bateman Beijing Axis
INDONESIA & MIDDLE EAST
4:30 Iron ore exploration and production opportunities in Indonesia
Dr John Parker, Managing Director, Lincoln Minerals limited
4:45 Middle East steel & raw materials market
Hadi Hami, Middle East Steel Specialist, UAE
5:05 Questions from the audience
5:15 Close of conference

