Highlights from 121 Mining Investment London

Day two highlights

Day two delivered exactly what the market comes to London for. Hundreds of one-to-one meetings took place between mining companies and active investors, with capital being deployed, partnerships discussed and real momentum built across the floor. Focused conversations. Qualified introductions. Deals moving forward. This is where the industry meets to do business.

Alongside the meetings, The Assay Podcast was recorded live throughout the day, bringing senior voices from across the sector into sharp, investment-led discussions. From gold and graphite to rare earths and emerging development stories, each session broke down real investment cases, giving investors direct insight into projects shaping the market. Missed a session? You can catch the recordings post-event.

121 London continues to deliver what it’s known for: high-quality meetings and outcomes that matter.

Investor registration Mining company registration

Key highlights

Day one set the pace. Day two continues with a focused programme of investor insight and company-led discussions, giving you another opportunity to assess projects, refine your strategy and move conversations forward. Delivered live from The Assay Podcast Studio, the agenda keeps the same direct, discussion-led format. Expect clear views on where capital is going next, and deeper insight into the companies attracting attention.

Day one in London: insight, access and deal flow

Day one at 121 Mining Investment London delivered exactly what the market demands. A full schedule of one-on-one meetings, investor insight and company presentations, all focused on how capital is being deployed across the mining sector. From the first session, it was clear that investors are taking a more selective approach, with capital flowing toward high quality projects, strong management teams and clear development pathways.

The Inner Table – breakfast briefing with Bloomberg

The day opened with a closed investor roundtable led by Kwasi Ampofo, Head of Metals and Mining Research at BloombergNEF.

Discussion centred on the forces shaping capital allocation today. Energy transition demand, geopolitical pressure and rate sensitivity are all influencing decision making, alongside a more disciplined and selective investor base.

Where is capital going in mining today?

Live from The Assay Podcast Studio, investors shared how they are allocating capital across commodities, jurisdictions and project stages.

The conversation reinforced a clear trend. Capital is being directed toward projects with defined resources, near term catalysts and strong fundamentals.

Inside the investment case sessions

Throughout the day, mining companies stepped into the studio to present their investment case directly to the market.

Arizona Eagle Mining outlined its asset base, development strategy and upcoming milestones
Aftermath Silver highlighted its approach to building a scalable silver portfolio and near term value drivers
GoGold shared insight into its production profile, growth pipeline and long term strategy
Goliath Resources unpacked its exploration strategy, recent discoveries and key catalysts ahead

Each session gave investors direct access to company leadership and a clear view of where opportunity sits in the current market.

Networking and market close

As meetings wrapped, conversations continued at the Day 1 networking drinks, where investors and mining executives extended discussions started in one-on-one meetings.

The day concluded with the TMX market closing ceremony, bringing the room together to mark the close of trading and a strong first day in London.

Day two: where conversations turn into action

Tuesday 12 May 09:00 - 09:20

Inside the Investment Case: International Graphite

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.

Speaker

Aidan Nania

Executive Director

International Graphite

Tuesday 12 May 09:30 - 09:50

Inside the Investment Case: Midnight Sun Mining

Midnight Sun Mining details its exploration focus, jurisdictional advantages and the catalysts that could unlock value as it advances its projects.

Speaker

Adrian O'Brian

VP Business Development

Midnight Sun Mining

Tuesday 12 May 10:00 - 10:20

Inside the Investment Case: Revival Gold

Revival Gold walks through its development-stage assets, growth strategy and the key milestones that could drive its transition into a significant gold producer.

Speaker

Hugh Argo

CEO

Revival Gold

Tuesday 12 May 10:30 - 11:00

Double listed, double valued - is Cross-Listing Worth It?

Is Cross-Listing Worth It? An honest conversation for mining executives weighing up the US markets

Speaker

Rick Werner

Partner

Haynes Boone

Tuesday 12 May 12:00 - 12:20

Inside the Investment Case: Golden Cariboo

Golden Cariboo outlines its exploration upside, project potential and the steps it’s taking to unlock value in a historically significant mining region.