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  <title>The Assay Podcast  - Where mining meets capital</title>

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  <copyright>© 2026 The Assay Podcast  - Where mining meets capital</copyright>
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  <description><![CDATA[<p>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.&nbsp;</p><p><br></p><p>&nbsp;Our first episode will go live from 121 Investment London on May 11th.</p>]]></description>
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     <title>The Assay Podcast  - Where mining meets capital</title>
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    <itunes:title>Inside the Investment Case: Goliath Resources</itunes:title>
    <title>Inside the Investment Case: Goliath Resources</title>
    <itunes:summary><![CDATA[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 &amp; Director Goliath Resources Guest Host: Anna Proske, Apaton Media. Recorded live at 121 Mining Investment London, May 2026. ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring: Roger Rosmus - Founder, CEO &amp; Director Goliath Resources</p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring: Roger Rosmus - Founder, CEO &amp; Director Goliath Resources</p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Wed, 13 May 2026 17:00:00 +0100</pubDate>
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    <itunes:duration>515</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>15</itunes:episode>
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    <itunes:title>Inside the Investment Case: Standard Uranium</itunes:title>
    <title>Inside the Investment Case: Standard Uranium</title>
    <itunes:summary><![CDATA[ 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. ]]></itunes:summary>
    <description><![CDATA[<p> 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. </p><p>Featuring: Jon Bey, CEO of Standard Uranium.</p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p> 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. </p><p>Featuring: Jon Bey, CEO of Standard Uranium.</p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Wed, 13 May 2026 16:00:00 +0100</pubDate>
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    <itunes:duration>489</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>17</itunes:episode>
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    <itunes:title>Rare Earths: Strategic Priority, Investable Reality?</itunes:title>
    <title>Rare Earths: Strategic Priority, Investable Reality?</title>
    <itunes:summary><![CDATA[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.     ]]></itunes:summary>
    <description><![CDATA[<p>A fireside discussion on whether rare earths can move from strategic priority to investable reality, and what it will take to build new supply.</p><p>Featuring: Ivan Murphy, Executive Chairman, Harena Rare Earths PLC</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p><p><br/></p>]]></description>
    <content:encoded><![CDATA[<p>A fireside discussion on whether rare earths can move from strategic priority to investable reality, and what it will take to build new supply.</p><p>Featuring: Ivan Murphy, Executive Chairman, Harena Rare Earths PLC</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p><p><br/></p>]]></content:encoded>
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    <pubDate>Wed, 13 May 2026 16:00:00 +0100</pubDate>
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    <itunes:duration>1472</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>16</itunes:episode>
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    <itunes:title>Inside the Investment Case: Renegade</itunes:title>
    <title>Inside the Investment Case: Renegade</title>
    <itunes:summary><![CDATA[Renegade presents its exploration thesis, what differentiates its assets and the upcoming catalysts that could drive investor interest. Featuring: Devin Pickell - President, CEO &amp; Director Renegade  Guest Host: Anna Proske, Apaton Media. Recorded live at 121 Mining Investment London, May 2026. ]]></itunes:summary>
    <description><![CDATA[<p>Renegade presents its exploration thesis, what differentiates its assets and the upcoming catalysts that could drive investor interest.</p><p>Featuring: Devin Pickell - President, CEO &amp; Director Renegade </p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>Renegade presents its exploration thesis, what differentiates its assets and the upcoming catalysts that could drive investor interest.</p><p>Featuring: Devin Pickell - President, CEO &amp; Director Renegade </p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Wed, 13 May 2026 12:00:00 +0100</pubDate>
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    <itunes:duration>427</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>14</itunes:episode>
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    <itunes:title>Inside the Investment Case: Lion Rock </itunes:title>
    <title>Inside the Investment Case: Lion Rock </title>
    <itunes:summary><![CDATA[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.   ]]></itunes:summary>
    <description><![CDATA[<p>Lion Rock shares its investment story, portfolio strategy and how it is identifying and capitalising on opportunities across the mining sector.</p><p>Featuring: Nav Dhaliwal, Executive Chairman Lion Rock</p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p>]]></description>
    <content:encoded><![CDATA[<p>Lion Rock shares its investment story, portfolio strategy and how it is identifying and capitalising on opportunities across the mining sector.</p><p>Featuring: Nav Dhaliwal, Executive Chairman Lion Rock</p><p>Guest Host: Anna Proske, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p>]]></content:encoded>
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    <pubDate>Wed, 13 May 2026 12:00:00 +0100</pubDate>
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    <itunes:duration>1165</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>13</itunes:episode>
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    <itunes:title>Inside the Investment Case: Golden Cariboo</itunes:title>
    <title>Inside the Investment Case: Golden Cariboo</title>
    <itunes:summary><![CDATA[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 &amp; CEO Golden Cariboo Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026. ]]></itunes:summary>
    <description><![CDATA[<p>Golden Cariboo outlines its exploration upside, project potential and the steps it’s taking to unlock value in a historically significant mining region.</p><p>Featuring: Frank Callaghan, President &amp; CEO Golden Cariboo</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>Golden Cariboo outlines its exploration upside, project potential and the steps it’s taking to unlock value in a historically significant mining region.</p><p>Featuring: Frank Callaghan, President &amp; CEO Golden Cariboo</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Wed, 13 May 2026 11:00:00 +0100</pubDate>
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    <itunes:duration>619</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>12</itunes:episode>
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    <itunes:title>Risk in Mining: What Actually Holds Up When Things Go Wrong?</itunes:title>
    <title>Risk in Mining: What Actually Holds Up When Things Go Wrong?</title>
    <itunes:summary><![CDATA[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:  Lyndsay Malchuk, Apaton Media.   Recorded live at 121 Mining Investment London, May 20...]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring:</p><ul><li>Raul Munoz, Marsh​</li><li>Robert Kovacs, Withers </li></ul><p>Guest Host: </p><p>Lyndsay Malchuk, Apaton Media.</p><p><br/></p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring:</p><ul><li>Raul Munoz, Marsh​</li><li>Robert Kovacs, Withers </li></ul><p>Guest Host: </p><p>Lyndsay Malchuk, Apaton Media.</p><p><br/></p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p>]]></content:encoded>
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    <pubDate>Tue, 12 May 2026 23:00:00 +0100</pubDate>
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    <itunes:duration>1686</itunes:duration>
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    <itunes:season>1</itunes:season>
    <itunes:episode>11</itunes:episode>
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    <itunes:title> Double listed, double valued - is Cross-Listing Worth It? </itunes:title>
    <title> Double listed, double valued - is Cross-Listing Worth It? </title>
    <itunes:summary><![CDATA[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 Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026. ]]></itunes:summary>
    <description><![CDATA[<p>Is Cross-Listing Worth It? An honest conversation for mining executives weighing up the US markets.</p><p>Featuring:</p><ul><li>Rick Werner, Partner at Haynes Boone</li><li>Alla Digilova, Partner at Haynes Boone</li></ul><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>Is Cross-Listing Worth It? An honest conversation for mining executives weighing up the US markets.</p><p>Featuring:</p><ul><li>Rick Werner, Partner at Haynes Boone</li><li>Alla Digilova, Partner at Haynes Boone</li></ul><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Tue, 12 May 2026 23:00:00 +0100</pubDate>
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    <itunes:duration>1164</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>10</itunes:episode>
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    <itunes:title>Inside the Investment Case: Revival Gold</itunes:title>
    <title>Inside the Investment Case: Revival Gold</title>
    <itunes:summary><![CDATA[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. ]]></itunes:summary>
    <description><![CDATA[<p>Revival Gold walks through its development-stage assets, growth strategy and the key milestones that could drive its transition into a significant gold producer.</p><p>Featuring: Hugh Agro, CEO ​Revival Gold</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>Revival Gold walks through its development-stage assets, growth strategy and the key milestones that could drive its transition into a significant gold producer.</p><p>Featuring: Hugh Agro, CEO ​Revival Gold</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Tue, 12 May 2026 23:00:00 +0100</pubDate>
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    <itunes:duration>690</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>9</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Inside the Investment Case: Midnight Sun Mining</itunes:title>
    <title>Inside the Investment Case: Midnight Sun Mining</title>
    <itunes:summary><![CDATA[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. ]]></itunes:summary>
    <description><![CDATA[<p>Midnight Sun Mining details its exploration focus, jurisdictional advantages and the catalysts that could unlock value as it advances its projects.</p><p>Featuring: Adrian O&apos;Brian, VP Business Development at Midnight Sun Mining.</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>Midnight Sun Mining details its exploration focus, jurisdictional advantages and the catalysts that could unlock value as it advances its projects.</p><p>Featuring: Adrian O&apos;Brian, VP Business Development at Midnight Sun Mining.</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <itunes:author>Powered by 121 Investment</itunes:author>
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    <pubDate>Tue, 12 May 2026 22:00:00 +0100</pubDate>
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    <itunes:duration>934</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>8</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Inside the Investment Case: International Graphite</itunes:title>
    <title>Inside the Investment Case: International Graphite</title>
    <itunes:summary><![CDATA[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.       ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring: Aidan Nania, Executive Director International Graphite</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p><p><br/></p><p><br/></p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring: Aidan Nania, Executive Director International Graphite</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p><p><br/></p><p><br/></p>]]></content:encoded>
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    <itunes:author>Powered by 121 Investment</itunes:author>
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    <pubDate>Tue, 12 May 2026 22:00:00 +0100</pubDate>
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    <itunes:duration>574</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>7</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>true</itunes:explicit>
  </item>
  <item>
    <itunes:title>Would You invest in This?</itunes:title>
    <title>Would You invest in This?</title>
    <itunes:summary><![CDATA[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 CapitalGuest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026.   ]]></itunes:summary>
    <description><![CDATA[<p>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?</p><p>Featuring:</p><ul><li>Simon Munns, SD Capital</li><li>Philip Richards, RAB Capital</li></ul><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p>]]></description>
    <content:encoded><![CDATA[<p>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?</p><p>Featuring:</p><ul><li>Simon Munns, SD Capital</li><li>Philip Richards, RAB Capital</li></ul><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p><p><br/></p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2613269/episodes/19167041-would-you-invest-in-this.mp3" length="24171111" type="audio/mpeg" />
    <itunes:image href="https://storage.buzzsprout.com/rn53kjkjp4j35gx9jghqvaduox0s?.jpg" />
    <itunes:author>Powered by 121 Investment</itunes:author>
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    <pubDate>Tue, 12 May 2026 21:00:00 +0100</pubDate>
    <itunes:duration>2009</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>6</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Inside the Investment Case: GoGold</itunes:title>
    <title>Inside the Investment Case: GoGold</title>
    <itunes:summary><![CDATA[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 &amp; CEO of GoGold. Guest Host: Lyndsay Malchuk, Apaton Media. Recorded live at 121 Mining Investment London, May 2026. ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring: Bradley Langille, President &amp; CEO of GoGold.</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring: Bradley Langille, President &amp; CEO of GoGold.</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Tue, 12 May 2026 17:00:00 +0100</pubDate>
    <itunes:duration>807</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>5</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Inside the Investment Case: Aftermath Silver</itunes:title>
    <title>Inside the Investment Case: Aftermath Silver</title>
    <itunes:summary><![CDATA[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. ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring: Ralph Rushton - President, CEO and Director of Aftermath Silver.</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring: Ralph Rushton - President, CEO and Director of Aftermath Silver.</p><p>Guest Host: Lyndsay Malchuk, Apaton Media.</p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Tue, 12 May 2026 17:00:00 +0100</pubDate>
    <itunes:duration>680</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>4</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Inside the Investment Case:  Arizona Eagle Mining</itunes:title>
    <title>Inside the Investment Case:  Arizona Eagle Mining</title>
    <itunes:summary><![CDATA[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. ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring <b>Kevin Ried, </b>CEO of Arizona Eagle Mining.</p><p>Hosted by <b>Lyndsay Malchuk.</b></p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring <b>Kevin Ried, </b>CEO of Arizona Eagle Mining.</p><p>Hosted by <b>Lyndsay Malchuk.</b></p><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <pubDate>Mon, 11 May 2026 21:00:00 +0100</pubDate>
    <itunes:duration>1024</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>3</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Fragmentation in Metals Markets: What’s Already Changing?</itunes:title>
    <title>Fragmentation in Metals Markets: What’s Already Changing?</title>
    <itunes:summary><![CDATA[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. ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Guest Host: Lyndsay Malchuk , Apaton Media</p><p>Featuring:</p><ul><li>Natalie Scott-Gray, Stone-X​</li><li>Morgan Holmes, Gunvor Group​ ​</li></ul><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Guest Host: Lyndsay Malchuk , Apaton Media</p><p>Featuring:</p><ul><li>Natalie Scott-Gray, Stone-X​</li><li>Morgan Holmes, Gunvor Group​ ​</li></ul><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2613269/episodes/19159721-fragmentation-in-metals-markets-what-s-already-changing.mp3" length="22903280" type="audio/mpeg" />
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    <itunes:author>Powered by 121 Investment</itunes:author>
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    <pubDate>Mon, 11 May 2026 20:00:00 +0100</pubDate>
    <itunes:duration>1901</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>2</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Where Is Capital Going in Mining Today?</itunes:title>
    <title>Where Is Capital Going in Mining Today?</title>
    <itunes:summary><![CDATA[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, BloombergNEFGeorge Cheveley - Portfolio Manager, Ninety One Tom Price - Managing Director, Panmure LiberumRecorded live at 121 Mining Investment London, May 2026. ]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p>Featuring:</p><ul><li>Kwasi Ampofo - Head of Metals and Mining, BloombergNEF</li><li>George Cheveley - Portfolio Manager, Ninety One </li><li>Tom Price - Managing Director, Panmure Liberum</li></ul><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p>Featuring:</p><ul><li>Kwasi Ampofo - Head of Metals and Mining, BloombergNEF</li><li>George Cheveley - Portfolio Manager, Ninety One </li><li>Tom Price - Managing Director, Panmure Liberum</li></ul><p>Recorded live at 121 Mining Investment London, May 2026.</p>]]></content:encoded>
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    <itunes:image href="https://storage.buzzsprout.com/dmcwzsoywqdriddzx1cia6wrx20k?.jpg" />
    <itunes:author>Powered by 121 Investment</itunes:author>
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    <pubDate>Mon, 11 May 2026 19:00:00 +0100</pubDate>
    <itunes:duration>2316</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:season>1</itunes:season>
    <itunes:episode>1</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Introducing the Assay Podcast - where Mining meets Capital</itunes:title>
    <title>Introducing the Assay Podcast - where Mining meets Capital</title>
    <itunes:summary></itunes:summary>
    <description></description>
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    <itunes:author>Felicity Harris</itunes:author>
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    <pubDate>Tue, 28 Apr 2026 19:00:00 +0100</pubDate>
    <itunes:duration>43</itunes:duration>
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