The Assay Podcast - Where mining meets capital

(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 Tyron Breytenbach, who is transitioning to a Capital Markets Advisor role, and incoming CEO Dr. Tom Benson discuss the company's growing, continen...

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 commodity markets, the discussion examines how seemingly disconnected trends are converging to reshape the global economy. What are investors overloo...

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 operational milestones underway, the discussion focuses on the decisions, opportunities and challenges involved in transitioning from developer...

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, and the company’s outlook from here.  Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton Featuring: Adrian O'Brien, VP Business Deve...

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 project advancement to market dynamics and future catalysts, we explore what investors should be watching as the company continues to develop its...

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 copper development, from permitting and financing to growing demand from electrification, infrastructure and AI. What will it take to build the...

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-camera Reporter, Apaton Featuring: Henry Weingarten, Managing Director, The Astrologers Fund

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 company stand out and the common mistakes management teams make when seeking capital. From first impressions to serious due diligence, what really turn...

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 and the opportunities she sees for creating shareholder value in the current gold market. Guest Host: Lyndsay Malchuk, Global On-camera Reporter at...

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. 

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 importance of resource security and the opportunities—and risks—emerging for investors, governments and the mining industry. Host: Lyndsay Malchuk Guest: Jose Marti...

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. Featuring: Roger Rosmus - Founder, CEO & Director Goliath Resources Guest Host: Anna Proske, Apaton Media. Recorded live at 121 Mining Investment London, May 2026...

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 PLC Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

 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.  Featuring: Jon Bey, CEO of Standard Uranium. Guest Host: Anna Proske, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 Rock Guest Host: Anna Proske, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 Cariboo Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 Gold Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

Is Cross-Listing Worth It? An honest conversation for mining executives weighing up the US markets. Featuring: Rick Werner, Partner at Haynes Boone Alla Digilova, Partner at Haynes Boone Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 strong risk frameworks can act as a value driver and what investors should be looking for today. Featuring: Raul Munoz, Marsh​ Robert Kovacs, Withers  Guest Host...

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 International Graphite Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 Capital Philip Richards, RAB Capital Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 Director of Aftermath Silver. Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.

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 GoGold. Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.