The Assay Podcast - Where mining meets capital
The Assay Podcast, powered by 121 Group, brings you inside the conversations shaping the mining and investment market. Across the series, you’ll hear from CEOs, investors and sector leaders through company updates, executive interviews and live panel discussions recorded at leading industry events. Often captured in the room, at the centre of the action, the podcast brings you not just what’s being said, but what the market is really thinking. This is where insight, opportunity and capital come together.
Our first episode will go live from 121 Investment London on May 11th.
Episodes
29 episodes
What Markets Are Missing: Commodities, AI & the Next Investment Cycle
Recorded live at 121 Mining Investment New York, Lyndsay Malchuk sits down with Edward Meir, President of Commodity Research Group, to explore the forces shaping the next investment cycle. From AI and energy demand to inflation, debt, geopoliti...
Inside the Investment Case: Lithium Africa Corp.
(TSX-V: LAF | FSE: 6MQ | OTCQB: LTAFF)Lithium Africa Corp. has rapidly emerged as one of the newest lithium explorers on the public markets, backed by a strategic partnership with global lithium leader Ganfeng Lithium. In this episode, c...
Midnight Sun Mining: Gaining critical mass at Dumbwa
Following long awaited assays at Dumbwa, Midnight Sun Mining joins us to discuss the developments behind the headlines. In this special edition of Inside the Investment Case, management shares its perspective on recent events, investor understa...
Inside The Investment Case: West Red Lake Gold Mines
What is the investment case for West Red Lake Gold Mines today? In this episode, we begin with the company's elevator pitch before exploring the strategy behind bringing the Madsen Mine back into production. With gold prices near record highs a...
Gold at Record Highs: What Comes Next?
With gold trading at record levels, we'll be discussing what's driving the rally, whether the market has further to run, why many gold equities have lagged the metal and where investors are finding value today.Guest Host: Lynd...
America Needs Copper: Can Domestic Supply Keep Up?
As the United States seeks to strengthen domestic supply chains and support the energy transition, copper has become one of the country's most strategically important commodities. In this episode, we explore the challenges and opportunities fac...
Inside The Investment Case: Elevate Uranium
In this episode, we sit down with Murray Hill, Managing Director of Elevate Uranium, to discuss the company's investment proposition, key project developments and the growing role of uranium in the global energy transition. From resource growth...
Inside The Investment Case: Lahontan Gold
Nevada remains one of the world's premier gold jurisdictions, and Lahontan Gold is advancing a growing portfolio of assets in the state. CEO Kimberly Ann joins us to discuss the company's investment case, recent progress, key milestones ahead a...
What Gets a Second Meeting?
Mining executives spend countless hours pitching investors, but only a handful of opportunities progress beyond an initial conversation. In this candid discussion, experienced investors share what captures their attention, the qualities that ma...
The New Commodity Shock: Geopolitics, Gold & Critical Minerals
From record gold prices and geopolitical conflict to the global race for critical minerals, the world is entering a new era of resource competition. Jose Martinez Sanguinetti examines the forces reshaping commodity markets, the growing importan...
The Investor’s Edge: Rick Rule
What separates great investors from the crowd? Lyndsay Malchuk explores the mindset, discipline, and decision-making framework behind Rick Rule’s decades of success in the resource sector.Recorded live at 121 Mining Investment New York.&...
Inside the Investment Case: Goliath Resources
A focused conversation unpacking Goliath Resources’ exploration strategy, recent discoveries and what sets its projects apart in a competitive market. We cover the key catalysts ahead and why investors should be paying attention now.Feat...
Inside the Investment Case: Standard Uranium
A concise investor-focused conversation with Standard Uranium, exploring the company’s project portfolio, key milestones, and what differentiates its uranium strategy in a market shaped by rising nuclear demand and supply constraints.&nbs...
Rare Earths: Strategic Priority, Investable Reality?
A fireside discussion on whether rare earths can move from strategic priority to investable reality, and what it will take to build new supply.Featuring: Ivan Murphy, Executive Chairman, Harena Rare Earths PLCGuest Host: Lyndsay M...
Inside the Investment Case: Renegade
Renegade presents its exploration thesis, what differentiates its assets and the upcoming catalysts that could drive investor interest.Featuring: Devin Pickell - President, CEO & Director Renegade Guest Host: Anna Proske,...
Inside the Investment Case: Lion Rock
Lion Rock shares its investment story, portfolio strategy and how it is identifying and capitalising on opportunities across the mining sector.Featuring: Nav Dhaliwal, Executive Chairman Lion RockGuest Host: Anna Proske, Apaton Me...
Inside the Investment Case: Golden Cariboo
Golden Cariboo outlines its exploration upside, project potential and the steps it’s taking to unlock value in a historically significant mining region.Featuring: Frank Callaghan, President & CEO Golden CaribooGuest Host: Lynd...
Risk in Mining: What Actually Holds Up When Things Go Wrong?
A focused discussion on how risk is understood and managed across the mining sector, exploring common blind spots, gaps between perceived and real protection, and their impact on valuation and continuity. The session will also examine how stron...
Double listed, double valued - is Cross-Listing Worth It?
Is Cross-Listing Worth It? An honest conversation for mining executives weighing up the US markets.Featuring:Rick Werner, Partner at Haynes BooneAlla Digilova, Partner at Haynes BooneGuest Host: Lyndsay ...
Inside the Investment Case: Revival Gold
Revival Gold walks through its development-stage assets, growth strategy and the key milestones that could drive its transition into a significant gold producer.Featuring: Hugh Agro, CEO Revival GoldGuest Host: Lyndsay Malchuk, A...
Inside the Investment Case: Midnight Sun Mining
Midnight Sun Mining details its exploration focus, jurisdictional advantages and the catalysts that could unlock value as it advances its projects.Featuring: Adrian O'Brian, VP Business Development at Midnight Sun Mining.Guest Hos...
Inside the Investment Case: International Graphite
International Graphite explores its role in the critical minerals supply chain, outlining its strategy, market positioning and why graphite demand is creating a compelling investment opportunity.Featuring: Aidan Nania, Executive Director...
Would You invest in This?
A practical, investor-led format where we run through a couple of hypothetical mining opportunities and ask, quite simply, whether you would invest and why?Featuring:Simon Munns, SD CapitalPhilip Richards, RAB Capita...
Inside the Investment Case: GoGold
A clear look at GoGold’s production profile, growth pipeline and long-term strategy, with insight into how the company is positioning itself to deliver sustained returns for investors.Featuring: Bradley Langille, President & CEO of G...
Inside the Investment Case: Aftermath Silver
Aftermath Silver outlines its approach to building a scalable silver portfolio, the strength of its assets and the near-term catalysts that could drive value in a tightening silver market.Featuring: Ralph Rushton - President, CEO and Dir...
