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Artwork for The Assay Podcast

The Assay Podcast - Where mining meets capital

Powered by 121 Investment
Copper
Gold
Mining
Midnight Sun Mining
Uranium
Artificial Intelligence
Athabasca Basin
Zambia
Base Metals
Geopolitics
Red Lake, Ontario
Golden Cariboo Resources
Frank Callaghan
Revival Gold
Gogold Resources
Geopolitical Risk
Silver
Oil
Dumbwa
West Red Lake Gold Mines

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 bein... more

PublishesDailyEpisodes29Founded4 months ago
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Artwork for The Assay Podcast

Latest Episodes

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, geopolitics and... more

(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, current CEO ... more

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 understanding,... more

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 and key... more

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 facing US... more

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: Lyndsay Malchuk, Global On... more

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 and p... more

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 make a c... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Tyron Breytenbach
CEO of Lithium Africa
Lithium Africa
Episode: Inside the Investment Case: Lithium Africa Corp.
Tom Benson
Incoming CEO of Lithium Africa
Lithium Africa
Episode: Inside the Investment Case: Lithium Africa Corp.
Edward Meir
President of Commodity Research Group
Commodity Research Group
Episode: What Markets Are Missing: Commodities, AI & the Next Investment Cycle
Adrian O'Brien
Vice President of Business Development and Communications at Midnight Sun Mining
Midnight Sun Mining
Episode: Midnight Sun Mining: Gaining critical mass at Dumbwa
Shane Williams
President and CEO of West Red Lake Gold Mines
West Red Lake Gold Mines
Episode: Inside The Investment Case: West Red Lake Gold Mines
Henry Weingarten
Managing Director, The Astrologers Fund
The Astrologers Fund
Episode: Gold at Record Highs: What Comes Next?
Warwick Smith
CEO and Director, American Pacific Mining
American Pacific Mining
Episode: America Needs Copper: Can Domestic Supply Keep Up?
Murray Hill
Managing Director and CEO of Elevate Uranium
Elevate Uranium
Episode: Inside The Investment Case: Elevate Uranium
Kimberly Ann
President, CEO and Director of Lahontan Gold
Lahontan Gold Corp
Episode: Inside The Investment Case: Lahontan Gold

Hosts

Lyndsay Malchuk
Host of The Assay Podcast, frequently presenting and guiding discussions at industry events; associated with The Assay Podcast / 121 Group and related media.
Anna Proske
Host of episodes, guiding guest conversations and event coverage across episodes.

Reviews

5.0 out of 5 stars from 1 ratings
  • Essential listening

    Insightful and professional great to hear directly from key players on the issues impacting the industry as well as commodities to invest in

    Apple Podcasts
    5
    Podcast reviewer1983
    United Kingdom3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Production is polished with clear host direction and actionable takeaways for sponsors.
Live episode formats from conferences give real-time market context and credible perspectives.
Guests bring deep sector expertise, supporting informed investment considerations.
Insightful and professional great to hear directly from key players on the issues impacting the industry as well as commodities to invest in.
The show consistently features practical, investor-focused discussions with operators and financiers.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

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Talking Points

Recent interactions between the hosts and their guests.

Inside the Investment Case: Renegade
Q: What should potential investors know most about Rebel Gold as it progresses?
Investors should see Rebel as a platform with strong growth room along strike and at depth, with the potential to add new zones, supported by a robust data-driven approach and an intention to upgrade resources through targeted drilling and high-res surveys.
Inside the Investment Case: Renegade
Q: Devin, give us a quick rundown of Renegade Gold and where you're at right now.
Renegade holds a large land package in a highly active mining belt, with a maiden resource around 800,000 ounces and a plan to reach 1 million ounces through an expanding drill program and greenfields discovery, backed by a strong team and strategic corridors.
Inside the Investment Case: Lion Rock
Q: What should an investor know?
Investors should recognize that Lion Rock is undervalued at its current market cap, with a multi-commodity profile including lithium, tin, tantalum, and gold, and that the project is entering a transitional four-month window with catalysts across phase two; the team aims for a diversified pathway rather than a single-commodity focus.
Inside the Investment Case: Standard Uranium
Q: Watch for that drill results and usually just come up from that. On top of that, we'll get the assay results back from Corvo and Rokas. On top of that, we're under CA with a number of companies to do JV deals on future projects. What milestones are there in the next 6 to 12 months that you want to hit?
Primary milestones include starting the Davidson River drilling through the summer, early assay results from Corvo and Rokas, and advancing JV deals on additional projects while expanding the exploration program across the 10-project portfolio.
Midnight Sun Mining: Gaining critical mass at Dumbwa
Q: So I'm going to give the floor to you here. What happened?
Adrian walks through how Dumbwa evolved from a high-potential target into a defined, real system. He explains the early three-year plan, the split-target approach, intense drilling to 10,000 meters per month, and the pivotal discovery hole 007 that confirmed significant, visible mineralization and the subsequent four kilometers of assay-backed data. He also addresses the QA/QC delays and how they were resolved to produce a clearer, larger mineralized footprint.

Audience Metrics

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Frequently Asked Questions About The Assay Podcast

What is The Assay Podcast about and what kind of topics does it cover?

A mining-focused interview series that blends company updates, executive conversations, and live event discussions with investors and sector leaders. Episodes typically feature hands-on talks with CEOs, chairmen, and fund managers about project development, capital allocation, and market outlooks across metals like lithium, copper, uranium, and gold, often set against current macro themes such as supply constraints, policy, and funding dynamics. A standout pattern is live, in-room formats from industry events, delivering practical insights on execution, governance, and the capital markets. This mix makes it useful for listeners who want actionable takeaways on investment cases, project economics, and strategic positioning in the mining spac... more

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How many episodes of The Assay Podcast are there?

The Assay Podcast launched 4 months ago and published 29 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Assay Podcast?

Recent guests on The Assay Podcast include:

1. Tyron Breytenbach
2. Tom Benson
3. Edward Meir
4. Adrian O'Brien
5. Shane Williams
6. Henry Weingarten
7. Warwick Smith
8. Murray Hill

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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