The Sunday Roast

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Pieter Krugel, CEO of Quantum Data Energy, to discuss the company's accelerating growth in flexible generation.They cover progress at Highbridge, the Borders project partnership to reduce dilution, the upcoming 7.5MW and 5MW sites entering production, and the wider 40MW development pipeline. The conversation also touches on refinancing plans, free cash flow per megawatt, and how Quantum's strategy positions it to benefit from rising AI and data centre energy demand.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down the biggest geopolitical stories of the week — from royal headlines and UK political implications to rising tensions in the Middle East, the Strait of Hormuz risk premium, and the ongoing Russia-Ukraine conflict entering its fourth year.The show features in-depth interviews with Leon Coetzer (Jubilee Metals) and Ryan Mee (Fulcrum Metals). Jubilee discusses accelerating copper production in Zambia, expansion at Roan and Mufulira, progress at the Large Waste project, and the long-term resource growth strategy. Fulcrum outlines its Cyanide free multi metal recovery approach Supported by technology from extract and aligned with Bechtel.The episode wraps up with market reflections, commodity trends, and a broader discussion on gold, copper, and global macro risks shaping investor sentiment.00:00 - 00:11:47   Weekly News Roundup00:11:47 #JLP Interview00:43:46 #FMET Interview01:21:16 #AFRN 01:22:15 #KEN 01:23:54 #XTR 01:27:54 #BZT 01:28:16 #SBTX 01:29:59 #UOG 01:30:24 #SVML 01:30:57 #DGQ 01:31:55 #GMET 01:34:31 #ATNDisclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Andrea Cattaneo, CEO of Zenith Energy, to discuss the company's move into construction on its first three solar projects in Puglia and the rapid expansion of its Italian portfolio to over 125MW. Andrea explains Zenith's clustered development strategy, agri-voltaic model, financing plans, and why the current market valuation may not reflect the value of its growing solar assets. The conversation also covers uranium progress and the upcoming arbitration milestone, as Zenith continues its transition from pipeline to production.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of The Midweek Takeaway, we're joined by Paul Welch, CEO of Buccaneer Energy, to discuss the company's successful organic oil recovery pilot at Pine Mills in East Texas.The low-cost treatment doubled production from 15 to 30 barrels per day, with one well's water cut falling from 80% to zero — boosting both output and margins. Paul explains how the process works, how quickly it could impact cash flow, and plans to roll it out across the wider field in 2026.We also touch on growth ambitions, acquisition strategy, and the goal of significantly increasing production longer term.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast

In this episode of The Midweek Takeaway, we're joined by Sapan Ghai, Chief Commercial Officer of Sovereign Metals Limited to discuss the company's latest non-binding MOU with Praxis under the US Government's Project Volt Strategic Critical Minerals Reserve.We dive into the significance of refractory-grade graphite supply to the US, the broader reshoring and critical minerals strategy, and why Sovereign's Kasiya Project — hosting world-class rutile and graphite — continues to attract global interest. The conversation also covers the upcoming DFS, rare earth by-product potential, Rio Tinto's option timeline, funding strategy, and the long-term production outlook.With a previously stated NPV of c.$2.5bn and a multi-decade resource base, we explore how the market is valuing the project today versus its long-term potential.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down the week's biggest market stories — from UK political headlines and global macro tensions to the continued strength in gold, silver and Bitcoin, and what could unfold in the physical metals market as key futures deadlines approach.Kev reports back from Indaba with on-the-ground insights from across the mining and small-cap space, highlighting the companies that drew the most investor interest during a packed live presentation event.The show also features an in-depth discussion with Michael Jones, CEO of Delta Gold Technologies, alongside commentary from Charlie Archer, exploring gold-based quantum computing research, university partnerships and the wider commercial potential of nano-gold in quantum applications.The episode wraps up with the week's movers and shakers across resources, rare earths, oil and small caps, plus what to watch next in the markets.00:00 - 00:08:14  Weekly News Roundup00:08:14 Indaba Visit ( #KEN - #FMET - #KEFI - #BZT - #AJAX  - #HAMA - #AFP - #CMRS - #PAT - #MIN - #JLP  ) 00:23:44 #DGQ Interview00:42:54 #CLA 00:43:17 #SNDA 00:46:33 #HREE 00:46:10 #REE 00:47:39 #AFRN  00:48:40 #HALO 00:50:23 #FMET 00:51:36 #HEX 00:52:07 #BZT Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer break down the key political, macro, and market stories shaping the week.The team discusses rising political pressure in the UK, US monetary policy uncertainty, interest rate expectations, and the impact these themes are having across equities, commodities, and crypto markets.The show features in-depth interviews with Zenith Energy, covering progress across solar, uranium, and strategic energy assets in Europe, and Hamak Strategy, exploring its hybrid approach to West African gold exploration alongside a Bitcoin and physical gold treasury strategy.The episode wraps up with movers and shakers from the markets, standout small-cap performances, commentary on gold, silver, Bitcoin, and mining equities, plus a look ahead to the key trends and catalysts investors are watching.00:00 - 00:10:21  Weekly News Roundup00:10:21 #ZEN Interview00:34:14 #HAMA Interview00:57:59 #ORM 00:58:14 #IMC00:59:24 #TUN 01:03:39 #MILA 01:05:22 #ATN 01:06:01 #SWC 01:14:33 #DGQ 01:19:17 #UOG 01:22:03 #ALRT 01:22:55 #XTR Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of Midweek Takeaway, Phil Carroll is joined by Charles Bray, Chairman of Aterian, alongside Charles Archer, analyst and financial journalist, for a wide-ranging discussion on Aterian's differentiated strategy across critical minerals.The conversation explores Aterian's revenue-generating mineral trading operations in Rwanda, including margin expansion, traceability standards, and demand for conflict-free supply. The episode also covers exploration progress in the Kalahari Copper Belt (Botswana), copper projects in Morocco, lithium-tantalum-niobium exposure, and how AI partnerships are shaping target generation.The discussion concludes with upcoming 2026 catalysts, expected news flow, drilling timelines, and how Aterian aims to balance growth, partnerships, and shareholder value in a strengthening metals market.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of the Midweek Takeaway, we're joined by Colin Bird, Executive Chairman of Extract Resources, to discuss their newly announced joint venture at the Silver King Mining License in Zambia. Colin unpacks the company's path toward near-term copper production, the historical significance of Silver King, the project's rapid development timeline, and the broader vision for Extract's antimony project in Morocco. With infrastructure in place and exploration potential still unfolding, this is a timely conversation on the company's growth prospects and strategic direction.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird, Executive Chairman of African Pioneer, to discuss the company's £1.8m fundraise and its strategy to advance copper projects across Southern Africa.The discussion focuses on the Gumbo copper project in Namibia, covering mine planning, development pathways, and the potential for open-pit and underground operations. Colin also shares insights into African Pioneer's licences in Zambia and Botswana, copper market dynamics, and why the company believes its assets remain significantly undervalued.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down a dramatic week across global markets and geopolitics, with rising tensions involving Iran, ongoing uncertainty around US policy under Trump, and fresh volatility across gold, silver and currencies. The pair are joined by Charlie Long, CEO of Critical Mineral Resources, alongside Charles Archer, to discuss rapid progress at the Akademia copper project in Morocco, including shallow copper and gold discoveries, in-house drilling, and a clear path toward low-capex production. The show wraps up with movers and shakers from the markets, standout small-cap performances, and a deep dive into precious metals, crypto, and macro forces shaping investor sentiment.00:00 - 00:08:26 Weekly News Roundup 00:08:26 #CMRS Interview00:44:15 #EME00:44:57 #GEX 00:45:28 #KEN 00:46:46 #ASTR 00:47:46 #LND Interview00:58:17  #TRT 00:58:55 #GOLD #SILVER 01:12:22 #DGQ Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Alexander and Glenn from LANDORE RESOURCES LTD to discuss the company's updated 2026 Mineral Resource Estimate and strategic outlook at the Junior Lake gold project in northwestern Ontario. The conversation focuses on confidence and de-risking over headline ounces, the quality of the updated SIM-compliant resource, and the wider potential across the greenstone belt. The team also explore next steps for exploration, development pathways, and strategic options including partnerships and potential asset monetisation.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of The Midweek Takeaway, we're joined by Andrea Cattaneo, CEO of Zenith Energy, to discuss the company's latest legal update and what it signals ahead of major arbitration hearings scheduled for April 2026. Andrea explains the role of investment treaty protection, why Zenith has strengthened its international legal team at this stage, and how the wider dispute with Tunisia has shaped the company's strategy across multiple arbitration processes. We also touch on the background to Zenith's Tunisia acquisitions during the COVID period, the claims being pursued, and why the company believes it remains positioned for a significant outcome as the case moves toward its final phase.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down the key macro and market stories shaping the week, including geopolitical tensions, shifting global power dynamics, and what they mean for currencies, commodities and investor sentiment.The discussion covers record moves in gold, silver and platinum, questions around the US dollar, bond markets, inflation, and the growing importance of critical metals in a world driven by AI, energy demand and defence spending.The show features in-depth interviews with Colin Bird (Kendrick Resources) and Sapan Ghai (Sovereign Metals), exploring rare earth opportunities, copper and critical minerals, project economics, funding pathways and the strategic importance of secure supply chains.The episode wraps up with movers and shakers from the markets, standout stock performances, updates across mining, energy and crypto, and a look at Bitcoin, gold-linked investment products, and broader trends driving the markets.00:00 - 00:05:55 Weekly News Roundup 00:05:55 #KEN Interview00:42:48 #SVML Interview01:04:18 #GRL 01:04:48 #KEN 01:04:55 #TUN 01:08:14 #PRD 01:09:31 Bitcoin Gold ETP01:13:07 12 Stocks Update #XTR #JLP #GMET #BZT #DGQ #AMRQ #SVML #AJAX #EPP #SVNS #AFC #INC 01:16:18 #ASTR 01:20:39 #TIR Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Kevin Hornsby is joined by Paul Elliott, CEO of Active Energy Group, to discuss the company's latest Saudi Arabia licence approval and what it unlocks for future growth.Paul explains how Active Energy plans to leverage unused solar and excess power through modular energy units, opening the door to AI and data-driven infrastructure projects across Saudi Arabia and the wider Middle East. With access to government backing, grant funding, and potential routes into the Saudi Public Investment Fund, the conversation highlights how the company is positioning itself for scalable revenues and long-term expansion.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby cover the key market headlines shaping the week, from rising geopolitical tensions and shifting currency dynamics to record moves in gold, silver and Bitcoin.The show features in-depth interviews with Scott Ellam (Connecting Excellence), Paul Elliott (Active Energy) , and Leon Coetzer (Jubilee Metals) , discussing Bitcoin treasury strategies, energy infrastructure, and the evolving copper market.The episode wraps up with movers and shakers from the markets, standout small-cap performances, and a look at commodities, crypto, and global macro trends driving investor sentiment.00:00 - 00:07:19 Weekly News Roundup 00:07:19 #XCE Interview00:48:39 #AEG Interview01:04:40 #JLP Interview01:22:11 #BHL01:23:56 #ORCP 01:25:20 #COIN 01:27:16 #MKA 01:32:01 #ATN 01:33:59 #HAMA 01:34:55 3A's #AJAX #AEG #ASTR Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby kick off 2026 by breaking down the latest global political tensions, shifting power dynamics, and what they could mean for markets.They're joined by Siam Kidd and Mark Creaser from Astrid Intelligence to discuss decentralized AI, BitTensor, and how digital infrastructure could reshape the future of investing.The episode also covers standout movers in the small-cap space, resource stocks gaining momentum, developments across commodities like gold, silver and copper, plus the usual market insights, opinions, and end-of-week reflections you've come to expect from The Roast.00:00 - 00:09:47 Weekly News Roundup 00:09:47 #ASTR Interview00:52:47 #MBO 00:54:37 #GAL00:56:20 #BZT 00:56:40 #XTR 00:58:26 #GGP #AMRQ 00:58:48 #GRX 00:59:40 #ALBA 00:59:46 #BUCE 00:59:59 #EDEN 01:00:46 #SVNS 01:01:47 #IMM 01:01:52 #INC 01:02:56 #ALRT 01:03:02 #AFP 01:03:07 #AFC #ZEN 01:03:13 #AEG 01:03:48 #ASTR Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this Midweek Takeaway, the team is joined by Paul Welch of Buccaneer Energy, alongside Charles Archer, following Charles's recent article highlighting why the company appears materially undervalued relative to its assets and cashflow potential.Paul discusses Buccaneer's pivot to a waterflood development strategy after securing additional acreage, explaining how this could significantly increase recovery rates at relatively low cost. The conversation also covers expected production uplift, operating costs, lessons from the recent well result, and why a sidetrack still offers strong upside.The episode wraps up with an overview of Buccaneer's low-cost production profile, near-term growth opportunities, and Paul's view that oil prices are likely higher this time next year, potentially back into the $70s.Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast

Welcome to our New Year's Day Special — The Watchful Dozen. In this episode, Phil Carroll and Kevin Hornsby discuss a selection of under-the-radar companies that didn't make the Top 12 picks for 2026, but remain firmly on the watchlist. We cover the key themes, recent developments, and what could put these companies in the spotlight during the year ahead. 00:00:42 #ATN  00:01:28 #CGNR #KDR 00:06:07 #GRX  00:08:56 #GLR  00:10:57 #EST  00:13:03 #FCM  00:14:46 #GROC  00:15:36 #WCAP  00:18:52 #MAST  00:21:10 #BUCE  00:24:33 #ASTR #TIR 00:26:59 #SML Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer look ahead to 2026, sharing 12 stocks on their radar alongside a selection of high-risk, high-reward moonshots. The discussion covers mining, energy, biotech, defence, AI, and emerging technologies, with insights into project development, valuation mismatches, geopolitical de-risking, and long-term catalysts. The team also shares their outlook on gold, silver, and copper prices and how macro trends could shape the next stage of the commodities cycle. 00:01:17 #AMRQ  00:01:57 #ARS  00:02:41 #GMET  00:04:13 #DGQ 00:05:44 #EPP  00:07:50 #SVML 00:09:46 #BZT   00:11:06 #JLP  00:12:33 #XTR  00:16:13 #SVNS  00:20:32 #AJAX  00:23:21 #INC  00:27:26 #AFC  00:28:59 #ALRT  00:30:26 #AFP  00:31:08 #AEG  00:32:20 #ZEN  00:34:28 #IMM  00:38:21 Copper, Gold, Silver Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer review their 2025 Radar Stocks portfolio and break down the numbers behind the performance. They discuss what an £120k split across the picks would be worth now, compare it to index returns, and underline why diversification matters—especially when some names suffer heavy drawdowns while a few big winners drive the overall result. The team runs through the key movers across the list, including the standouts and the laggards, sharing honest takeaways on small-cap volatility, when (and when not) to take profits, and why conviction can still matter over multi-year timeframes. They close by teasing the upcoming Radar Picks for 2026. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer run through the week's key market and macro themes, from inflation, interest rates and currency weakness to shifting political and economic pressures. The conversation turns to gold and silver, physical supply tightness, paper market distortions and why precious metals are increasingly viewed as protection rather than speculation. With Rick Rule unable to join, Charles steps in to unpack his core thinking around purchasing power, inflation and capital preservation. The episode also features a conversation with John Minett, CEO of Nichols Cars, exploring motorsport heritage, the Nichols N1A and the future of specialist performance car manufacturing, before wrapping up with Movers & Shakers across mining, defence and critical metals. 00:00 - 00:12:19 Weekly News Roundup  00:12:19 Fake Rick for the day !  00:36:44 Introduction to Nichols Collective 00:49:04 #ARCM  00:50:25 #SVML  00:51:58 #POLX  00:52:21 #VLRM  00:52:48 #ALRT  00:55:13 #GMET Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this Midweek Takeaway, Kevin Hornsby and Phil Carroll are joined by Leon Coetzer of Jubilee Metals to discuss a transformational period for the company. Leon explains how 2025 marked a strategic reset, repositioning Jubilee as a focused Zambian copper producerfollowing major investment across Roan and Mufulira. They explore the recovery in copper production, progress across Jubilee's Zambian operations, and the strategic disposal of the South African chrome and PGM assets. With the foundations now in place, the discussion looks ahead to 2026 as a delivery year, driven by rising copper output and long-term growth potential. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this Midweek Takeaway, Kevin and Phil speak with  Colin Bird, Executive Chairman of Bezant Resources, following the completion of the company's 90% acquisition of Namib Lead Zinc Mining. Colin explains why acquiring an existing processing plant is a game-changing step, significantly reducing capex, permitting risk, and development timelines. He also outlines the production strategy, near-term cashflow potential, and additional upside from zinc and silver, alongside a bullish outlook for copper as the project moves toward production. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, the team is joined by Sapan Ghai, CEO of Sovereign Metals, to discuss a major de-risking milestone for the company following a collaboration agreement with the IFC, the World Bank's private sector arm. Sapan explains how the partnership supports the project's DFS, ESG standards, and creates a clear pathway to debt and potential equity financing for the Kasiya rutile and graphite project in Malawi. The conversation also explores geopolitical de-risking, critical minerals supply chains, and why this development positions Sovereign Metals as one of the most compelling mining stories heading into the next phase of development. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby run through a packed week of headlines and markets, from health concerns around the H3N2 flu strain to growing pressure on UK and US systems. The lads also dive into sport, covering controversy around 2026 World Cup ticket prices, a busy week in the Champions League and Premier League, and Lando Norris clinching his first Formula One world title. The show features conversations with Charles Bray and Simon Rollason of Aterian on their AI-driven exploration joint venture across Africa, alongside Marc Sale and James Knowles of First Class Metals, who discuss drilling progress, gold assets, and innovative tokenised project funding. The episode also includes a special segment with Ippolito Cattaneo, CEO of Ajax Resources, before rounding off with the Movers & Shakers of the week across energy, mining, and wider markets. 00:00 - 00:09:24 Weekly News Roundup  00:09:24 #ATN  Interview 00:35:21  #FCM Interview 01:01:19 #ECO   01:02:14 #PREM   01:04:12 #AJAX   01:04:46 #AJAX Interview Parts 01:17:36 #ATN  01:18:12 #FCM  01:18:33 #BZT  01:16:05 #GMET   01:20:06 #EST   01:23:40 #GROC   01:24:16 #INC   01:24:51 #COBR   01:26:54 #GRX  01:28:41 Wider Markets  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby sit down with  ⁠Ippolito Cattaneo, CEO of Ajax Resources, to unpack the company's transformative acquisition of the Parreira Vale gold project in Brazil. Cattaneo discusses the strategic partnership with Appian Capital, the geological upside of an oxide-rich system with only 10% of the ground drilled, and Ajax's plan to deliver a maiden JORC resource through a phased exploration program. The conversation widens into Ajax's fast-growing South American portfolio, its focus on past-producing assets, funding strategy, drilling timelines, and how the company aims to evolve from opportunistic acquisitions into a near-term producer. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby kick things off with a look at the week's major geopolitical and market shifts — including renewed tensions between Russia and Ukraine, sharp moves in commodities, and a noticeable change in global risk sentiment. The lads then sit down with Michael Jones, CEO of Delta Gold Technologies, to unpack the company's debut on the market and its ambitious plan to use gold-based nanotechnology to stabilise qubits in next-generation quantum computing. Finally, they round things off with a run through the week's movers across mining, energy, and crypto, highlighting where opportunities — and risks — may be emerging as year-end approaches. 00:00 - 00:08:03  Weekly News Roundup  00:08:03 #DGQ Interview 00:47:07 #AYM  00:48:31 #DELT  00:49:28 #FTSE  00:52:03 #BZT  00:52:30 #BSFA  00:53:26 #MAST  00:53:50 US Market 00:54:36 $BTC 00:58:44 #JLP  00:59:25 #GMET  01:00:14 #SVNS  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Anthony Tennyson, CEO of Solvonis Therapeutics (LSE: SVNS), to break down the major news that addiction candidate SVN-015 has been accepted into the US NIH/NIDA Addiction Treatment Discovery Program — opening the door to fully funded preclinical work and potentially up to $3m per year in non-dilutive grants. Anthony also discusses progress across Solvonis' CNS pipeline, the company's AI-powered discovery engine, and the widening valuation gap between UK and US biotech markets. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down the week's big market shifts — from shaky macro sentiment to sharp moves across commodities, crypto, and small caps. They're joined by Rory Maxwell, CEO of Pri0r1ty Intelligence, to discuss new contract wins in luxury retail and global sports governance, and how Compass ID and Fan Sonar are driving data-powered growth. Later, Paul from Buccaneer Energy returns with an update on recent drilling issues, new acreage, sidetrack plans, and why he sees major long-term upside in production and acquisitions. The lads wrap up with the week's movers and shakers across mining, energy, tech, and crypto. 00:00 - 00:19:12 Weekly News Roundup  00:19:12  #PR1 Interview 00:31:49 #BUCE  Interview 00:58:02 #VLRM 01:00:29 #DEBS  01:02:09 #WCAP  01:06:12 #EMH  01:13:48 #FRES 01:18:31 #XTR   01:18:48 #BZT  01:20:19 #EST  01:21:43 #GLR #JLP  01:23:05 #BTC  01:31:52 #DELTA Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Tim McCarthy, CEO of ImmuPharma, for an in-depth update on the company's P140 autoimmune platform. Tim explains why partnering discussions have attracted strong interest from multiple potential collaborators, including several top ten global pharma companies, and why the complexity and scale of that interest means a deal is now expected in 2026 rather than year-end 2025. He talks through what “finding the right partner” really looks like, how different deal structures might work (upfront payments, milestones, royalties), and why management remains very confident that a transformational licensing agreement will be secured despite the extended timeline. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby unpack a huge week in global news — from shifting geopolitics and the latest twists in the Epstein files to what the Russia-Ukraine negotiations could mean for markets and energy stability. The lads then welcome Mark Cody, founder of Joyriders, for an uplifting conversation about combating elderly loneliness through supercar experiences — a movement that's gaining extraordinary media attention. Next up, Colin Bird of Xtract Resources returns to break down the state of the copper market, antimony momentum in Morocco, and plans for near-term production in Zambia. Finally, the team round up the movers and shakers of the week, including Zenith Energy, Bigblu Broadband, WeShop, and Amazing AI — with plenty of insight and laughs along the way. 00:00 - 00:03:50 Weekly News Roundup  00:03:50 Joyriider Interview 00:17:08 #XTR Interview 01:00:15 #ZEN  01:03:46 #BBB      01:04:35 $WSHP   01:06:36 #WCAP  01:11:12 #HRIP   01:11:55 #FTSE   01:13:17 #AAI   01:19:36 #INC    01:20:40 #HODL   01:21:27  #AJAX   01:21:53 #EQIP    01:22:07 #OBE   01:22:12 #SWC   01:22:54 #INQO   01:24:01 #GMET     01:26:27 #SVML   01:28:43 #ASTR  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer kick things off with a lively breakdown of the week's big market movers — from political turbulence in the US and UK to the BBC's latest controversy and fresh headlines surrounding the Epstein files. The lads then sit down with Ben Clube, CEO of Energy Pathways, for a deep dive into the company's nationally significant MESH hydrogen and graphite project, its partnership with KBR, and why long-duration energy storage is becoming critical for the UK grid. Finally, they wrap up with a tour through the 12-stock portfolio, covering everything from exploration plays to AI-powered energy names, and what the latest shifts could mean for investors heading into winter. 00:00 - 00:15:57  Weekly News Roundup  00:15:57 #EPP Interview 00:37:48 #PR1  00:40:56 #ROMR  00:44:02 #SVML  00:48:19 #POW  00:50:20 #MAST 00:51:52 #GROC   00:54:12 #GGP  00:57:27 #IMM  00:59:57 #COBR 01:03:00 #BZT   01:08:56 #GMET  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down the week's biggest stories — from the prolonged US government shutdown and Rachel Reeves' pre-Budget jitters to the ripple effects on UK markets. They're joined by Colin Bird, Martyn Churchouse, and Eugene Knell from Bezant Resources for an update on the company's copper and gold projects and a look at what rising metal prices could mean for valuations. The lads wrap up with AI market bubbles, Tesla's trillion-dollar headlines, and the usual dose of football and F1 banter to close out another packed Sunday. 00:00 - 00:08:47  Weekly News Roundup  00:08:47 #BZT Interview 00:56:10 $NVDA   01:00:11 #ATN  01:01:14 #GMET  01:03:02 $TESLA Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast

In this episode of The Midweek Takeaway, Kevin Hornsby is joined by Paul Mathieson, CEO of Amazing AI, to discuss the company's first strategic move into digital assets through long-dated Bitcoin options — a bold step designed to capture upside while limiting downside risk. Paul explains the thinking behind their leveraged crypto exposure, outlines plans to diversify across Ethereum, XRP, Solana, and a gold-backed digital asset, and shares how volatility is key to the company's innovative treasury approach. He also provides an update on Amazing AI's lending business and how these combined strategies position the company for sustainable, technology-driven growth. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode, Phil Carroll and Kevin Hornsby return with another packed show. They start with market news and macro updates before welcoming Rory Maxwell, CEO of Pri0r1ty Intelligence, to discuss how the group's AI-driven ecosystem — spanning SaaS platforms like Advisor, Fan Sonar, and Vox, alongside Half Space and Metric — is setting solid foundations for FY26 growth. Rory also touches on revenue momentum, shareholder confidence, and the company's focus on sustainable expansion. Next, they're joined by Lars Goldstrand, CEO of Cindrigo (CINH), who outlines the company's journey to a premium London listing, its 110MW biomass plant in Finland, and a major geothermal push in Germany — supported by government-backed funding, drilling insurance, and lithium extraction opportunities. Finally, Phil and Kevin wrap up with the movers and shakers of the week, covering GeneDrive, Anemoi International, Anglesey Mining, and African Pioneer, alongside chats on FTSE highs, gold, crypto, F1, and the latest Premier League drama — all served with trademark Sunday Roast humour and insight. 00:00 - 00:11:08  Weekly News Roundup  00:11:08 #PR1 Interview 00:39:07 #CINH Interview 01:20:46 #GDR  01:21:35 #AMOI  01:28:07 #EPP  01:28:28 #TIR #ASTR  01:29:02 #AAI  01:30:30 #HAMA 01:30:45 #VLRM  01:31:00 #FCM 01:31:44 #ECOB  01:32:11 #GENF  01:35:46 #BZT  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby speak with Colin Bird, Executive Chairman of Bezant Resources (AIM: BZT), about the feasibility study for the Hope & Gorob copper-gold project in Namibia. Colin outlines the plan to use multi-sensor dry ore sorting and truck pre-concentrate to an existing processing plant ~190 km away, delivering capital efficiency and faster ramp-up. The study highlights robust economics (NPV ~$46.2m, IRR ~62%) and confirms the plant can be optimized for productivity and concentrate quality rather than costly conversion. He also discusses expected 8–10 years of open-pit mining, moves to secure long-lead items, and the strategy to fast-track production amid supportive metal prices. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby speak with Anthony Tennyson, CEO of Solvonis Therapeutics (LSE: SVNS), about the company's strengthened leadership following the appointment of Paul Carter, former Gilead CCO, and its progress across key CNS programmes. Anthony outlines Solvonis' licensing-first, capital-efficient model and updates on SVN-001 for alcohol use disorder, SVN-002 for the US market, and SVN-SDN-14 targeting PTSD — reflecting Solvonis' mission to advance next-generation treatments for addiction and mental health. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode, Phil and Kevin kick things off with a deep dive into market news and macro trends before welcoming Callum Sommerton, CEO of Chill Brands, to discuss the company's strategic transformation from a CBD and vape operator to a next-generation FMCG and digital distribution platform. Callum outlines the growth of Chill.com, the rollout of Chill Connect, and how these moves position the company for scalable, tech-driven expansion. Next, they're joined by Colin Bird, Executive Chairman of Xtract Resources, who gives a detailed update on the Bushranger copper project in Australia, Silver King in Zambia, and antimony licences in Morocco. Colin reflects on the company's copper strategy, future monetisation prospects, and why he believes Bushranger will eventually have its day. Finally, the team round off with the movers and shakers of the week, covering Eco Buildings, Arc Minerals, and a flurry of mining, crypto, and small-cap stories — plus a few laughs about Sunday roasts, silver coins, and what's next for the markets. 00:00 - 00:11:42 Weekly News Roundup  00:11:42 #CHLL Interview 00:43:27 #XTR Interview 01:16:01 #SYME 01:18:33 #ECOB  01:20:18 #MET1  01:20:20 #MILA  01:20:22 #INC  01:20:34 #BZT  01:20:36 #PYX 01:20:49 #POLX   01:21:37 #ARCM  01:24:26 #MKA  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil, Kevin, and Charles welcome Paul Elliott (CEO) and Adrian Gleave (Chief Strategy Officer) from Active Energy Group (AEG) — a company transforming from renewable fuels into sustainable digital infrastructure. The discussion dives into AEG's modular, renewable-powered data centers in the UAE, how they're tapping into low-cost energy to serve the booming AI, blockchain, and HPC sectors, and their rapid growth plans toward 100MW capacity and beyond. The team also catches up with mining veteran Colin Bird, who shares insights on the global copper and precious metals outlook, the supply-demand squeeze shaping the next decade, and updates across his portfolio — including H&P Copper-Gold, Extract Resources, and African Pioneer. They wrap up with market talk on Eco Buildings, Kefi Gold and Copper, and other small-cap movers — plus a few laughs over gravy, horseradish, and Sunday roast traditions. 00:00 - 00:08:54 Weekly News Roundup  00:08:54 #AEG Interview 00:38:55 Colin Bird Intreview  #BZT #AFP #XTR #GLR  01:16:17 #ECOB  01:17:38 #URU  01:18:15 #KEFI  01:19:26 #AAI 01:19:54 #CHLL  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode, Kevin and Charles sit down with Ben from Energy Pathways to explore MESH, the company's nationally significant long-duration energy storage and clean-power hub. They discuss how the UK's wind curtailment problem costs billions annually and how compressed air storage in salt caverns could provide up to seven days of dispatchable renewable power. Ben explains the project's Section 35 fast-track approval, the use of methane pyrolysis for low-cost hydrogen, and the integration of low-carbon ammonia and graphite production to support the UK's industrial strategy. He also outlines key partnerships with Siemens Energy, Costain, KBR, and Hazer, current funding milestones, and how the scalable MESH model could shape the UK's path to Clean Power 2030. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode, Phil, Kevin, and Charles are joined by legendary investor Rick Rule of Rule Investment Media. Rick shares why he saves in gold, the difference between bullion and mining equities, and the arithmetic behind a potential long decline in fiat purchasing power. He also explores historical volatility in precious metals bull markets, U.S. policy theater, tariffs, permitting gridlock, and political risk—from California to Congo—before discussing his upcoming Battle Bank, designed for multi-currency savers and gold-backed credit lines. We then sit down with Sapan Ghai, COO of Sovereign Metals, for a deep dive into Kasiya in Malawi—set to be the world's largest natural rutile deposit and a key source of low-cost graphite. Sapan covers ESG operations on the ground, the Nacala export corridor, Japanese partnerships, and the project's strong economics. Finally, we round off with the movers and shakers of the week, covering Genflow, Alba, Alert Defence, Cloudbreak, African Pioneer, and more. 00:00 -00:04:26  Weekly News Roundup  00:04:26 Rick Rule Interview 01:09:28 #SVML Interview 01:33:08 #GENF  01:35:25 #ALBA  01:36:23 #GROC  01:37:10 #BZT  01:38:48 #ALRT  01:39:08 #CDL  01:40:16 #XTR  01:40:30 #GLR  01:40:49 #JLP  01:41:18 #INC  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Kevin Hornsby welcomes Paul Mathieson, CEO of Amazing AI, who discusses the company's recent developments, including its addition to retail trading platforms, rising investor interest, and the decision to fund expansion through a £5 million debt facility. Paul also shares insights into the company's new crypto treasury strategy and how Amazing AI plans to gain exposure to Bitcoin and the broader digital asset market. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil and Kevin is joined by Charles Archer to unpack a lively week in the markets as sentiment shifts positively going into Q4. The pair discuss the growing “risk-on” appetite, moves in commodities, and the impact of Donald Trump's proposed Middle East peace plan. They also dive into topics like digital IDs, government overreach, and investor protection in the UK markets. The discussion rounds off with the week's movers and shakers, from standout risers such as UK Oil & Gas, Energy Pathways, and Defense Holdings, to sharp fallers like Mast Energy Developments. A packed episode covering geopolitics, small-cap stories, crypto, gold, and everything in between — all wrapped up in classic Roast style. 00:00 - 00:13:20  Weekly News Roundup  00:13:20 #UKOG  00:14:52 #EPP  00:18:42 #BZT  00:23:30 #GPP  00:24:00 #AFP  00:26:10 #ALRT  00:36:15 #LCM  00:36:22 #MAST  00:38:55 #PREM  00:39:54 Gold Market 00:40:58 #COIN  00:44:38 #AAI  00:51:10  #TIR  #ASTR Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this Midweek Takeaway, Kevin speaks with Mast Energy Developments CEO Pieter Krügel about the company's definitive joint venture with Carbon Zero Markets. The partnership underpins MAST's strategy to deliver up to 1 GW of AI datacentre-power campuses over the next 36 months, aligning with major global investments from Nvidia and Microsoft. Pieter shares how MAST plans to capitalise on the UK's AI infrastructure boom and its positioning at the heart of the energy transition. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this Midweek Takeaway, Phil and Kevin are joined by Ben Clube, CEO of EnergyPathways, to discuss the landmark designation of the company's MASH project in Cumbria as a Development of National Significance. Ben outlines how MASH will provide long-duration energy storage, hydrogen, synthetic graphite and low-carbon ammonia to tackle wasted wind power, strengthen UK energy security, and support net zero targets. With backing from major partners including Siemens Energy, Wood, Costain, and KBR, the project aims to deliver scalable clean energy solutions and position itself at the heart of the UK's transition. Analyst Charles Archer and Tom Reddit deluxe also join to explore timelines, licensing, financing, and the project's potential to transform domestic gas use and drive industrial growth. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby welcome Paul Mathieson, CEO of Amazing AI plc, to discuss the company's “Crypto Treasury 3.0” strategy. Paul shares insights into combining diversified crypto exposure, smart derivative structures, and a lending business designed to reduce dilution while building long-term shareholder value. He also reflects on his 30+ years of experience in finance and how this foundation shapes Amazing AI's future growth plans. We're then joined by Bill Milne and Murali Arikara from Racanaa Energy, a company redefining energy intelligence. They explain how their platform helps global clients monitor critical assets in real time, reduce energy costs, prevent equipment failures, and unlock valuable operational insights. With applications across industries from retail to manufacturing, their data-driven SaaS model is positioned to scale rapidly across international markets. Finally, we round off with the movers and shakers of the week, covering companies such as Cloudbreak Discovery, Oracle Power, EnergyPathways, Guardian, and Defenx Holdings, as we reflect on the key developments shaping the market landscape. 00:00 - 00:05:26 Weekly News Roundup  00:05:26 #AAI Interview 00:43:51 Raccana Intervie 01:16:40 #CDL  01:17:44 #ORCP  01:18:59 #EPP  01:20:13 #ALRT  01:21:18 #GMET  01:22:01 #AAI  01:23:53 #PR1  01:24:47 #AMRQ  01:25:02 #BUCE  01:25:13 #CHLL  01:25:41 #SVNS  01:25:58 #IMM  01:26:39 #COIN  01:26:58 $Gold -  $Silver Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Kevin Hornsby is joined by Malcolm Palle, Executive Chairman, and Eddy Travia, CEO of Coinsilium. They discuss the company's interim results, the challenges and opportunities of operating in volatile markets, and how their Bitcoin treasury strategy fits alongside a broader investment portfolio. Malcolm and Eddy also highlight upcoming catalysts, including the Yellow token launch, and share how Coinsilium is working to differentiate itself from other players in the sector. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Sunday Roast, the team bring you the latest weekly news roundup, including President Trump's state visit to the UK, the landmark UK-US tech pact, and the surge of global investment into AI infrastructure. The team also revisit the “12 Stocks of 2025” along with six new additions added throughout the year. Our first guest is Pieter Krügel, CEO of Mast Energy Developments, who shares insights into the company's ambitious plan to deliver up to 1 GW of AI datacentre power campuses across the UK within three years. With billions flowing into UK AI projects from the likes of Google and BlackRock, Pieter explains how MAST intends to seize the opportunity and play a central role in powering Britain's AI revolution. We're also joined by Charles Bray, Executive Chairman of Aterian, to discuss the company's launch of expanded trading operations in Rwanda. With its first shipment of responsibly sourced tantalum-niobium concentrate now in motion, Charles outlines how Aterian is building a compliant, scalable supply chain to meet growing international demand for critical minerals. 00:00 - 00:06:53  Weekly News Roundup  00:06:53 #MAST Interview 00:17:40  #ATN  Interview 00:33:07 #PR1  00:35:23 #TIR  00:36:47 #AMRQ  00:38:48 #INC  00:39:26 #JLP  00:42:04 #SVML  00:45:40 #ATN  00:46:23 #ARS  00:48:11 #GRX  00:52:28 #ROMR  00:55:50 #POW  01:00:27 #GROC  01:01:28 #BZT  01:03:27 #GGP  01:06:34 #GMET  01:11:31 #COBR  01:13:20 #IMM  01:16:24 #MAST  01:17:46 #ALRT  01:20:08 #SVNS  01:22:14 #BUCE  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

In this episode of The Midweek Takeaway, Kevin Hornsby and Charles Archer are joined by Pieter Krügel, CEO of Mast Energy Developments (LSE: MAST), to discuss the company's evolving growth strategy. Pieter outlines how MED is expanding its flexible generation portfolio, while also moving into AI data centre power supply through an exclusive joint venture with C-Zero Markets. With demand for electricity from AI projected to triple by 2030, MED is positioning itself as an early mover in this fast-growing sector, complementing its goal of building a 300+ MW portfolio. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

Welcome to Season 11 of The Sunday Roast, Sunday 14 September 2025, with Phil Carroll and Kevin Hornsby. Kicking off with more seasons than “Friends,” we look back over the summer and ask whether markets have lived up to expectations. The team dives into the week's major headlines with Angela Rayner's resignation, Peter Mandelson's sacking, and the shocking assassination of Charlie Kirk. We then welcome our guests: Sapan Ghai of GreenX Metals on the rediscovery of a historic drill database for Tannenberg, Paul Welch of Buccaneer Energy on a bold rebrand and new fundraising, and Chill Brands CEO Callum Sommerton on a pair of strategic distribution and partnership deals in the nicotine pouch space. Finally, we round off with the movers and shakers of the week, covering Atlas Metals' transformative UPSA deal, strong runs from ImmuPharma, Kendrick Resources and Aterian, sharp declines at Angle and Mast Energy Developments, and major developments at Defence Holdings with heavyweight board appointments and the launch of Project Ixian, its first AI defence product. 00:00 - 00:06:24  Weekly News Roundup  00:06:24 #BUCE Interview 00:45:02 #CHLL Interview 01:15:32 #GRX Interview 01:40:30 #AMG  01:41:52 #IMM  01:42:48 #80M  01:44:04 #KEN  01:44:14 #AGL 01:45:19 #EEE 01:46:04 #ALRT  01:48:40 #CGNR  01:50:02 #ROCK  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.