The Assay Podcast - Where mining meets capital

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, geopolitics and commodity markets, the discussion examines how seemingly disconnected trends are converging to reshape the global economy. What are investors overlooking today, and which signals could prove most important in the years ahead?  Featuring: Edward Meir, Commodity Research Group Guest Host: Lyndsay Malchuk, Apaton Media Recorded live at 121 Mining Investment New York.

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, current CEO Tyron Breytenbach, who is transitioning to a Capital Markets Advisor role, and incoming CEO Dr. Tom Benson discuss the company's growing, continent-scale African portfolio, anchored by its projects in South Africa and Côte d'Ivoire, its recent TSX-V listing and subsequent financing, and why management believes the company could play an important role in the future lithium supply chain. Featuring: Tyron Breytenbach, CEO of Lithium Africa Corp. Dr. Tom Benson, Incoming CEO of Lithium Africa Corp. Website: www.li-africa.com Guest Host: Lyndsay Malchuk, Apaton Media Recorded live at 121 Mining Investment New York.

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 understanding, and the company’s outlook from here.  Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton Featuring: Adrian O'Brien, VP Business Development & Communications, Midnight Sun Mining

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 and key operational milestones underway, the discussion focuses on the decisions, opportunities and challenges involved in transitioning from developer to producer, and what management believes could define the company's next chapter. Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton Featuring: Shane Williams, CEO, West Lake Mines

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: Lyndsay Malchuk, Global On-camera Reporter, Apaton Featuring: Henry Weingarten, Managing Director, The Astrologers Fund