The Ground Floor Advantage: Emerging Tech in Resource Innovation
Get an inside look at two companies developing breakthrough technologies typically reserved for private markets. These early-stage innovators discuss how their solutions are positioned to transform traditional resource operations from the ground up.
Fri, February 7, 2025 at 10:00 AMendedReplay
Investor webinar replay
Meeting Overview The meeting focused on the integration of emerging technologies in the mining sector, particularly through the lens of two companies: Hydrograph, which specializes in graphene production, and Kotech Holdings, which invests in innovative mining technologies. The discussion highlighted the importance of innovation in addressing environmental concerns and meeting the growing demand for critical metals. Key Discussion Points - Introduction of the panel and its relevance to the mining industry. - Overview of Hydrograph's graphene production process using detonation synthesis. - Kotech Holdings' mission to identify and incubate disruptive technologies in mining. - Discussion on the potential and applications of graphene in various industries. - The challenges faced by the mining sector in adopting new technologies. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Ensure that the recording of the meeting is made available to parti...
Mr. Julian Treger was previously the Chief Executive Officer of Anglo Pacific Group Plc. During his tenure at Anglo Pacific Group, he executed $450 million of acquisitions, transforming the business from a coal-based royalty business to a battery focused streamer, at the same time increasing income from £3 million in 2013 to close to £62 million in 2021.
Mr. Treger also serves as non-executive chairman of Audley Capital Advisors llp, an investment advisory firm focused on natural resources with a long track record of transforming and unlocking considerable value in the commodities extraction space, including the restructuring and sale of Western Coal Corp, and development of Mantos Copper which recently merged with Capstone Copper Corp. In addition, Mr. Treger holds external non-executive directorships with MagIron llc, and BSL plc. He has a BA from Harvard College and an MBA from Harvard Business School.
Kjirstin Breure
President & CEO at HydroGraph Clean Power
Kjirstin is a driven leader with a passion for commercializing novel and sustainable engineering solutions. She holds an MSc in Materials Science and Engineering from Arizona State University and has more than ten years’ experience in emerging technologies involving machine learning, data analytics and blockchain. Prior to HydroGraph, she consulted for or held director and executive level positions within the Canadian start-up space, including Theorem Synthetic Intelligence, Omada Technologies and Macht10. Hired as COO and HydroGraph’s first employee, she designed the company’s strategic direction and has managed the advancement of its graphene production since lab scale. As president, Kjirstin manages production, research and development, intellectual property and media. She has also been a member of the board since 2021.
Founder, Writer & Analyst at Junior Resource Investing
Matthew Mickleborough, the founder, writer, and analyst of Junior Resource Investing, is praised for his technical yet engaging interview style that extracts nuanced insights from company executives, providing his audience with a thorough understanding of mining and exploration projects beyond traditional sources. As an outsider to the industry, he places a great amount of weight on executive transparency and honesty and works to foster that in his work, ensuring his audience gains genuine and reliable perspectives on investment opportunities.
Replay transcript excerpt
Speaker 1: My name is Matthew Micklevore, a junior resource investing and I'll be your host for today's panel. Speaker 1: Title is the Ground Floor Advantage, Speaker 1: Emerging Technology and Resource Innovation. Speaker 1: Before we really kind of get going, Please, as always, standard disclaimers all apply. Not investing advice and there will be 4 looking statements, I'm sure. Speaker 1: Also, note, please, that this is being recorded and will be made available afterwards if you want to take a look. And finally, there will be a Q&A for investors or listeners here at the end. I encourage you please get your questions into the chat box. If I can fit it in sort of organically along the way I will. If not, I'll do my level best to make sure there's time at the end for all of your questions. But with that out of the way, I'll get going here. Speaker 1: Mining and resource exploitation is an ancient industry and like any long tradition there can be resistance to change within it. However the world continues to explode with new technological innovations in every area including the mining and resource sector and they are not immune and they indeed must themselves evolve to survive and meet 21st century demands. Speaker 1: Innovation Speaker 1: sort of has a twofold impact on the mining sector. On the 1 hand, emerging technologies require exponentially growing demand of all critical metals, which will shape future mining for generations and indeed our society itself. But on the other hand, technology can actually change mining itself, bringing in new and improved ways to utilize natural resources, Speaker 1: minimize or eliminate previous costs to those resources as well, whether it be environmental destruction or extreme energy intensity. Speaker 1: I feel like both comp...
