The Assay Podcast - Where mining meets capital

Business EN ↓ 29 episodes

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.

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Episodes

Inside the Investment Case: Arizona Eagle Mining 11.05.2026 17:04

Arizona Eagle Mining breaks down its asset base, development strategy and the fundamentals behind its investment case, highlighting what differentiates it and the milestones investors should have on their radar. Featuring Kevin Ried, CEO of Arizona Eagle Mining. Hosted by Lyndsay Malchuk. Recorded live at 121 Mining Investment London, May 2026.

Fragmentation in Metals Markets: What’s Already Changing? 11.05.2026 31:41

A look at how shifting trade flows, geopolitics and supply chains are already reshaping base metals markets — and what that means for pricing, supply and investment decisions. Guest Host: Lyndsay Malchuk , Apaton Media Featuring: Natalie Scott-Gray, Stone-X Morgan Holmes, Gunvor Group Recorded live at 121 Mining Investment London, May 2026.

Where Is Capital Going in Mining Today? 11.05.2026 38:36

A focused discussion on how investors are allocating capital across commodities, jurisdictions and project stages, and what is driving those decisions in the current market. Featuring: Kwasi Ampofo - Head of Metals and Mining, BloombergNEF George Cheveley - Portfolio Manager, Ninety One Tom Price - Managing Director, Panmure Liberum Recorded live at 121 Mining Investment London, May 2026.

Introducing the Assay Podcast - where Mining meets Capital 28.04.2026 0:43