The Sunday Roast
This podcast delivers weekly banter about stocks and features interviews with CEOs from the UK small-cap sector. Each episode focuses on investment ideas, market trends, and insights from company leaders. It's aimed at investors interested in UK small-cap opportunities.
Episodes
S12 Ep14: Sunday Roast featuring Harena Rare Earths Plc + 12 Stocks Of 2026 Quarterly Review #HREE #DGQ #SVNS #ARS #BZT #EPP #SVML #GMET #XTR #AMRQ #JLP #AJAX #REV #INC #LMIN #TAR #HALO
In this week's Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer welcome Ivan Murphy, Executive Chairman of Harena Rare Earths (#HREE), to discuss the company's Madagascar rare earths project, its latest permitting milestone and plans for future production.The team also takes a look back at Q3, reviewing key developments across the AIM market, discussing standout performers, stocks to
S12 Ep12: Midweek Takeaway with Ippolito Cattaneo, CEO of Ajax Resources plc (AQSE:AJAX) #AJAX
In this episode of the Midweek Takeaway, Kevin Hornsby welcomes Ippolito Cattaneo from Ajax Resources to discuss the latest developments at the company's copper and silver project in Argentina.Ippolito provides updates on the planned 5,000-metre drilling programme, progress towards regulatory approvals and the potential to expand historical resources. They also discuss Ajax's proposed Oslo listin
S12 Ep13: Midweek Takeaway with Ben Clube, CEO of EnergyPathways PLC #EPP
In this episode of the Midweek Takeaway, Kevin Hornsby welcomes Ben Clube from Energy Pathways to discuss the company's latest developments, including a successful feasibility assessment for its hydrogen and graphite production project.Ben shares updates on the £1.75 million fundraising, potential early revenues from 2029–2030, and the company's wider energy storage strategy, highlighting opportu
S12 Ep11: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARK
In this episode of the Midweek Takeaway, Kevin Hornsby welcomes Rory Harding, CEO of Arkle Resources plc, to discuss the company's latest uranium exploration results in Namibia.Rory shares updates on recent drilling results, a significant uranium discovery and plans for further exploration. They also discuss rising uranium demand, potential supply shortages and the opportunities ahead for Arkle R
S12 Ep10: The Sunday Roast featuring Guardian Metal Resources,Ajax Resources plc, Zenith Energy and LIBERTY MINERALS PLC #GMET #AJAX #ZEN #LMIN #MPL #MBO #BRES #ARK #ATN #MNTL #PFE #REV
In this week’s Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest market news, geopolitical developments and key movers across the small-cap market.The team welcomes Oliver Friesen from Guardian Metal Resources to discuss Pilot Mountain, Tempiute, tungsten production and ongoing engagement with the US government. Ippolito Cattaneo joins to discuss Ajax Resources and Reveille Resource
S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCE
In this episode of the Midweek Takeaway, Kevin Hornsby and Phil Carroll are joined by Scott Allan, CEO of Connecting Excellence Group, following the completion of the company’s first recruitment acquisition, James Gray Recruitment and James Gray Engineering. Scott discusses how the acquisition fits into the group’s growth strategy, the addition of 8.216 Bitcoin to its treasury, the company’s acqu
S12 Ep8: Midweek Takeaway with Ippolito Cattaneo from Reveille Resources PLC #REV
In this episode of the Midweek Takeaway, Kevin Hornsby and Phil Carroll are joined by Ippolito Cattaneo of Reveille Resources PLC to discuss the proposed appointment of former US Secretary of State and CIA Director Mike Pompeo as Non-Executive Chairman.They discuss what the appointment could mean for Reveille’s Italian uranium projects, access to US capital markets and strategic partnerships, alo
S12 Ep7: Midweek Takeaway featuring Ryan Mee, CEO of Fulcrum Metals #FMET
In this episode of the Midweek Takeaway, Kevin Hornsby is joined by Ryan Mee, CEO of Fulcrum Metals, to discuss the company’s new pilot processing facility in Mississauga and its plans to accelerate the commercialisation of its tailings recovery technology.Ryan also discusses the Teck-Hughes and Sylvanite projects, recovering gold and other valuable metals from historic mine waste, opportunities
S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLR
In this week’s Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest market news and catch up with a packed line-up of companies across the AIM market.The show features Mantle (#MNTL) on its transformation, D3 IP, sovereign AI and UK national resilience, followed by Colin Bird with updates from Xtract Resources (#XTR) and Bezant Resources (#BZT), including copper and ant
S12 Ep5: Sunday Roast featuring Rick Rule, Investor, Speculator, Founder & CEO of Rule Investment Media #QDE #80M #INC #REV #AJAX #AFP #GWMO
In this week’s Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer take a look at the latest market news, geopolitical developments and some of the week’s standout movers across the small-cap market.They’re joined by special guest Rick Rule, Founder of Rule Investment Media, who shares his thoughts on gold, silver, copper, inflation, interest rates and the wider natural resources sector,
S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CRTM #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGR
In this week's Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest market news, AI, UK politics, commodities and the key themes driving the small-cap market.The episode features Luke Sartain, Founder & CEO of Narwhal Labs, discussing the company’s sovereign UK AI platform, its partner-led growth strategy and plans to build independent AI infrastructure, alongside Rory Harding from
S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARK
This week on the Midweek Takeaway, Kevin Hornsby and Charles Archer are joined by Rory Harding from Arkle Resources to discuss the latest progress at the company’s uranium project in Namibia.The conversation covers the expanded drilling programme, a newly defined uranium system stretching around 1.5km, upcoming assay results, the potential for a future resource, and the next stages of exploration
S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVL
In this week's Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest market news, geopolitics, commodities and the biggest stories shaping the small-cap sector.Featuring exclusive interviews with Eric Leire (Genflow Biosciences), Ben Clube (Energy Pathways) and Paul Welch (Buccaneer Energy), plus the team's latest views on the market, key sectors and upcoming IPO opportu
S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORG
In this episode of the Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer return for Season 12 Episode 1, discussing the latest market developments, UK politics, global macro trends, a busy IPO pipeline, and the small-cap stocks they're watching. The team is joined by Rift Helium CEO Charlie Fitzroy to discuss the company's progress in Tanzania, upcoming drilling plans, and the growing
S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COIL
In this special edition of the Sunday Roast, Kevin Hornsby takes a look at some of the standout opportunities across the small-cap market, covering resource stocks, energy, biotech and a selection of exciting upcoming IPOs as we head towards the end of 2026.00:00:00 Intro00:02:30 #BZT 00:09:25 #XTR 00:14:58 #ATN 00:16:50 #AJAX 00:18:05 #TAR 00:19:06 #FMET 00:21:03 #KEN 00:25:00 #AFP 00:31:04 #KDR
S11 Ep100: Midweek Takeaway with Anthony Tennyson, CEO of Solvonis Therapeutics plc (LSE: SVNS) #SVNS
This week on the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Anthony Tennyson from Solvonis Therapeutics to discuss the company’s recent £1.3 million fundraise and how the new capital will support its three priority clinical programs.The conversation covers the potential expansion of SVN 001 into Europe, progress towards Phase IIb readiness for SVN 002 in the US, ongoing work w
S11 Ep101: Midweek Takeaway with Alex King from Talon Resources #TAR
This week on the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Alex King from Talon Resources to discuss the upcoming maiden diamond drilling programme at the Eagle Lake Gold Project in Ontario.The conversation covers the expanded 1,375m drill campaign, four priority gold targets, the use of machine learning to refine drill locations, and what success from the first 11 holes coul
S11 Ep99: Midweek Takeaway featuring Cathal Friel Executive Chairman of European Green Transition plc #EGT
This week on the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Cathal Friel from European Green Transition to discuss the company’s strong first-half performance and the rapid growth of its wind energy services business.The conversation covers EGT’s expanding repowering order book, its target of £17–18 million in revenue this year, the longer-term ambition of reaching £50 million
S11 Ep98: Midweek Takeaway featuring Charlie Long, CEO of Critical Mineral Resources (LSE:CMRS) #CMRS
This week on the Midweek Takeaway, Kevin Hornsby is joined by Charlie Long from Critical Mineral Resources to discuss the latest progress at the company’s copper project in Morocco.The conversation covers ongoing drilling, work towards a maiden JORC resource, plans for a detailed feasibility study, the potential for a shallow open-pit development, and the company’s strategy to build a long-life c
S11 Ep97: Midweek Takeaway with Ippolito Cattaneo, CEO of Ajax Resources plc (AQSE:AJAX) #AJAX
This week on the Midweek Takeaway, Kevin Hornsby is joined by Ippolito Cattaneo, CEO of Ajax Resources plc to discuss the company's latest acquisition in Chile and the expansion of its South American portfolio.The conversation covers the newly acquired polymetallic project, its silver, lead, zinc and copper potential, upcoming drilling across Argentina and Brazil, plans to advance projects toward
S11 Ep96: Midweek Takeaway with Paul Welch, CEO of Buccaneer Energy (LSE:BUCE) #BUCE
This week on the Midweek Takeaway, Kevin Hornsby is joined by Paul Welch from Buccaneer Energy to discuss the company's expansion into the European gas market alongside continued growth in its cash-generating US operations.The discussion covers production growth in Texas, the rationale behind the new European strategy, upcoming licence applications, and why management believes the company is well
S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KEN
This week on the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird from Kendrick Resources to discuss the company's latest drilling success at its Teufelskuppe and Kiesehose Projects and why management believes it is rapidly emerging as one of the world's leading undeveloped rare earth assets. The discussion covers exceptional drilling consistency, the project's growing re
S11 Ep94: Midweek Takeaway with Colin Bird and Martyn Churchouse from Xtract Resources (AIM:XTR) #XTR
This week on the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird and Martin Churchouse from Xtract Resources to discuss the company's transition from explorer to producer following the commencement of production at the Silver King Copper Project in Zambia.The discussion also covers progress at the KAS Antimony Project in Morocco, the move towards first concentrate produc
S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAX
Welcome to the Sunday Roast Midsummer Special! With the summer slowdown in full swing, Phil Carroll, Kevin Hornsby, and Charles Archer take a step back to discuss the biggest stories shaping the markets, politics, and the resource sector before the busy autumn period begins.Featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources, and Ajax Resources plc, the team explores t
S11 Ep92: Midweek Takeaway with Karl Smithson, CEO and Executive Director of Hamak Strategy #HAMA
This week on the Midweek Takeaway,Phil Carroll and Kevin Hornsby is joined by Karl Smithson from Hamak Gold to discuss the company's maiden independent NI 43-101 resource at the Nimba Gold Project in Ghana.The discussion covers the newly defined 210,000oz gold resource, plans for a Preliminary Economic Assessment (PEA), the project's development potential, funding options, partnerships, and why
S11 Ep91: Midweek Takeaway with Ippolito Cattaneo from Reveille Resources PLC #REV
This week on the Midweek Takeaway, Kevin Hornsby and Charles Archer is joined by Ippolito Cattaneo from Reveille Resources to discuss the company's latest progress as it advances its uranium projects in Italy.The discussion covers recent environmental permitting milestones, the pathway to securing mining licences, the growing momentum behind nuclear energy in Europe, resource definition plans, in
S11 Ep90: Midweek Takeaway with Andrea Cattaneo, CEO of Zenith Energy #ZEN
This week on the Midweek Takeaway, Kevin Hornsby is joined by Andrea Cattaneo from Zenith Energy to discuss the company's latest progress across its renewable energy portfolio and wider strategic initiatives.The conversation covers the planned sale of Zenith's Italian solar assets, growth targets for its renewable energy business, the rationale behind the Reveille Resources spin-out, opportunitie
S11 Ep89: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KEN
This week on the Midweek Takeaway, Kevin Hornsby is joined by Colin Bird from Kendrick Resources to discuss the company's latest progress across its rare earth projects.The discussion covers encouraging trenching results, resource growth targets, plans to deliver a maiden resource, the strategic importance of rare earths, and why management believes Kendrick is well positioned to benefit from the
S11 Ep88: Midweek Takeaway with Colin Bird Executive Chairman of Galileo Resources (AIM:GLR) #GLR
This week on the Midweek Takeaway, Kevin Hornsby is joined by Colin Bird from Galileo Resources to discuss the latest developments surrounding the company's Zambian licences and the ongoing legal proceedings.The conversation covers the history of the exploration and mining licences, the company's legal position, discussions with potential strategic investors, the impact of the dispute on project
S11 Ep87: Midweek Takeaway featuring Jeremy Skillington and Cathal Friel from Poolbeg Pharma #POLB
This week on the Midweek Takeaway, Kevin Hornsby is joined by Jeremy Skillington and Cathal Friel from Poolbeg Pharma to discuss the company's latest clinical milestone after dosing the first patient in its Phase II trial for POLB 001.The discussion covers how the treatment is designed to prevent cytokine release syndrome (CRS) in patients receiving cancer immunotherapies, the significance of Poo
S11 Ep86: The Sunday Roast: 12 Stocks on Our Radar for 2026 - Half Year Review #AMRQ #BZT #EPP #SVML #XTR #SVNS #JLP #ARS #AJAX #INC #EGT #KEN #GWMO #ASTR #ATN #FMET
This week on Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer review the performance of their 2026 stock picks before discussing the latest developments across the mining, energy, technology and AI sectors.The team shares updates on a wide range of companies including Amaroq Minerals, Bezant Resources, Energy Pathways, Sovereign Metals, Xtract Resources, Jubilee Metals, , Ajax Resourc
S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCM
This week on Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest market news, UK politics, global events and the FIFA Club World Cup before welcoming a fantastic line-up of guests.First, the team is joined by Oliver Friesen, CEO & Executive Director of Guardian Metal Resources, to discuss the company's latest milestones, the growing strategic importance of tungsten
S11 Ep84: Sunday Roast featuring Talon Resources and Delta Gold Technologies #TAR #DGQ #REV #AJAX #ZEN
This week on Sunday Roast, Kevin Hornsby and Charles Archer discuss the latest market news before welcoming Alex from Talon Resources, who shares the company's strategy, the investment opportunity at its Eagle Lake gold project in Ontario, upcoming exploration plans, and the path towards its AIM listing.The team is also joined by Michael Jones, CEO of Delta Gold Technologies, for an in-depth disc
S11 Ep83: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARK
This week on the Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer are joined by Rory Harding, CEO of Arkle Resources plc (ARK), to discuss the company's latest uranium exploration progress. The conversation covers trenching results, the upcoming drilling programme, exploration strategy, expanding its uranium portfolio, and why management remains bullish on the long-term outlook fo
S11 Ep82: The Sunday Roast featuring Zenith Energy and Astrid Intelligence #ZEN #ASTR #AST #PR1 #SBTX #SPCX
This week on Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest developments in UK politics, geopolitical tensions in the Middle East, energy markets and the FIFA Club World Cup.The team is joined by Zenith Energy CEO Andrea Cattaneo to discuss the company’s renewable energy strategy, Italian solar opportunities, uranium ambitions and progress across its international
S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTR
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby are joined by Charles Archer to discuss the latest market developments and opportunities across the resource sector. The team is joined by representatives from Bezant Resources and Active Energy Group, providing updates on their respective projects, recent progress, and future plans. As always, the show also covers wider market n
S11 Ep80: Midweek Takeaway featuring Sotirios Stergiopoulos, Chairman of Coiled Therapeutics PLC #COIL
In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Sotirios Stergiopoulos, Chairman of Coiled Therapeutics, to discuss the company’s recent progress and strategic developments. The conversation covers advances in its oncology programme, the strengthening of its scientific team, upcoming milestones, and the broader opportunities ahead as the company continues to d
S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQ
In this episode of The Sunday Roast, Kevin Hornsby is joined by Rory from Arkle Resources, alongside Charles Archer, to discuss the company’s exploration projects, recent progress, and future plans. Later, Colin Bird of Xtract Resources provides an update on developments across the company’s portfolio and the outlook for its key projects. The show also features a discussion on “10 Baggers” — stoc
S11 Ep78: Midweek Takeaway with Colin Bird, Executive Chairman of Xtract Resources (AIM:XTR) #XTR
In this episode of The Midweek Takeaway, Kevin Hornsby is joined by Colin Bird, Executive Chairman of Xtract Resources, to discuss the company’s latest progress in Morocco. The conversation covers antimony production plans, processing facilities, market opportunities, and the growing strategic importance of antimony. Colin also provides updates across the wider portfolio, including African Pioneer
S11 Ep77: Midweek Takeaway featuring Charlie Long, CEO of Critical Mineral Resources (LSE:CMRS) #CMRS
In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Charlie Long, CEO of Critical Mineral Resources, to discuss the company’s latest drilling results and exploration progress in Morocco.The conversation covers resource growth potential, ongoing development work, and the next steps as the project continues to advance.Disclaimer & Declaration of InterestThis po
S11 Ep76: Sunday Roast featuring Hamak Strategy and Kendrick Resources #HAMA #KEN #TERN #BZT #XTR #AEG #ATN
In this episode of Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest developments across the junior resource sector, market sentiment, and some of the biggest stories impacting investors.We’re joined by Hamak Strategy to discuss recent exploration progress, drilling results, resource growth potential and the next steps for the company’s projects.Later in the show, Co
S11 Ep75: Sunday Roast - May Bank Holiday Special #GEX #FCM #CGNR #RIFT #ZEN #EST #DGQ #FMET
In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest macro market developments, geopolitics, commodities, AI valuations and sentiment across the UK small-cap market. The episode also features an in-depth interview with Senior Geologist Kevin McNulty and CFO Cathal Jones from Conroy Gold and Natural Resources, discussing the latest drilling results
S11 Ep74: Midweek Takeaway featuring Ryan Mee, CEO of Fulcrum Metals #FMET
In this episode of The Midweek Takeaway, Kevin Hornsby and Phil Carroll are joined by Ryan Mee from Fulcrum Metals to discuss the company’s latest strategic developments at the Long Lake Project in Ontario, Canada.The conversation covers land acquisition, pilot testing plans, tailings recovery, infrastructure progress, funding strategy and how the company aims to unlock value across its precious
S11 Ep73: Midweek Takeaway featuring Cathal Jones, CFO & Kevin McNulty, Senior Geologist of Conroy Gold (AIM:CGNR) #CGNR
In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Senior Geologist Kevin McNulty and CFO Cathal Jones from Conroy Gold and Natural Resources to discuss the latest drill results and growing potential at the Clontibret Gold Project in Ireland.The discussion covers newly identified alteration zones, expanding gold mineralisation, future drilling plans and why the
S11 Ep72: Midweek Takeaway with Paul Welch, CEO of Buccaneer Energy (LSE:BUCE) #BUCE
In this episode of The Midweek Takeaway, Charles Archer is joined by Paul Welch from Buccaneer Energy to discuss the company’s growing cash flow, waterflood development plans and production growth strategy across its Texas assets.The discussion covers recent operational successes, enhanced oil recovery potential, increasing production rates, debt reduction, market valuation and the broader outloo
S11 Ep71: Sunday Roast featuring Paul Welch from Buccaneer Energy and Colin Bird from Kendrick Resources #BUCE #KEN #BZT #AFP #XTR #UOG #RMR #EGT #AMRQ #SRVL #GWMO
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest market news, commodities and small-cap developments.Joining the show are Paul Welch from Buccaneer Energy and Colin Bird, alongside Charles Archer, discussing developments across Kendrick Resources, African Pioneer, Xtract Resources and Bezant Resources, including rare earth exploration progress, copper and gol
S11 Ep70: Midweek Takeaway with Oliver Friesen, CEO & Executive Director of Guardian Metal Resources (LSE:GMET) #GMET
In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Oliver Friesen, CEO of Guardian Metal Resources, to discuss the company’s latest progress at the Pilot Mountain tungsten project in Nevada. The conversation covers development milestones, US strategic metals demand, NYSE listing progress and how Guardian is positioning itself as a key domestic supplier for the A
S11 Ep69: Midweek Takeaway with Martyn Churchouse from Kendrick Resources (LSE:KEN) #KEN #BZT #XTR #AFP
In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Martyn Churchouse from Kendrick Resources to discuss the company’s latest rare earth exploration update, highlighting high-grade mineralisation, expanding resource potential and growing strategic importance outside China’s supply chain.The conversation covers drilling progress, metallurgy, project scale and why
S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEG
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest political and geopolitical developments impacting global markets, including UK election results, tensions in the Middle East and the wider effect on commodities and investor sentiment.The show also features an interview with Dr Sotirios Stergiopoulos from Coiled Therapeutics plc , discussing the company’s oncol
S11 Ep67: Midweek Takeaway with Colin Bird and Martyn Churchouse from Kendrick Resources (LSE:KEN) #KEN
In this episode of The Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer are joined by Colin Bird and Martyn Churchouse from Kendrick Resources to discuss the company’s latest rare earths exploration progress.The discussion covers strong drill results, growing resource potential, metallurgy work, strategic interest from major players and the increasing importance of Western rare ea
S11 Ep66: Midweek Takeaway with Andrea Cattaneo, CEO of Zenith Energy #ZEN
In this episode of The Midweek Takeaway, Kevin Hornsby and Charles Archer speak with Andrea Cattaneo, CEO of Zenith Energy, for an update on the company’s legal proceedings, oil recovery situation, solar portfolio and growing uranium strategy.They discuss the latest developments in court, Zenith’s focus on energy assets, and the company’s positioning across oil, solar and uranium opportunities.Di
S11 Ep65: Midweek Takeaway with Michael Jones, CEO of Delta Gold Technologies #DGQ
In this episode of The Midweek Takeaway, Kevin Hornsby speaks with Michael Jones of Delta Technologies following the company’s latest breakthrough.They discuss the rapid progress from listing to filing a provisional patent in just six months, alongside developments in quantum technology and collaborations with leading universities including the University of Toronto and Penn State.Disclaimer &
S11 Ep64: Midweek Takeaway with Ippolito Cattaneo, CEO of Ajax Resources plc (AQSE:AJAX) #AJAX
In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby speak with Ippolito Cattaneo, CEO of Ajax Resources, about the company’s strategy of acquiring undervalued mining assets and building value through development.The discussion focuses on their investment in a European uranium spin-out, the potential of historic mining licences, and how Ajax aims to unlock value across its broa
S11 Ep63: Sunday Roast featuring Coinsilium Group, Critical Mineral Resources and Energy Pathways #COIN #CMRS #EPP #NOG #SYNT #MILA #QDE #AML #HALO
In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest market themes, including UK–US relations, soft power, crypto markets, commodities and the wider small-cap landscape.The show features interviews with Coinsilium Group, Critical Mineral Resources, and EnergyPathways plc, covering digital assets and prediction markets, Moroccan copper exploration,
S11 Ep62: Midweek Takeaway-Arbitration special #ZEN #PAT
In this episode of The Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer discuss the growing opportunity around international arbitration cases, market valuations, and the potential upside for investors.The episode features Andrea Cattaneo of Zenith Energy, alongside discussion around Panthera Resources and wider arbitration-linked small-cap opportunities, including claim values, l
S11 Ep61: Sunday Roast featuring Rift Helium, Solvonis Therapeutics plc and Karelian Diamond Resources #RIFT #SVNS #KDR #DELT #QDE #AEG #ONDO #DELTA
In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest global developments impacting markets, including geopolitical tensions in the Middle East and their effect on energy and investor sentiment.The show features interviews with Rift Helium, Solvonis Therapeutics plc, and Karelian Diamond Resources. Discussions cover helium exploration and market dy
S11 Ep60: Midweek Takeaway with Paul Elliott, CEO of Active Energy Group PLC #AEG
In this episode of The Midweek Takeaway, Kevin Hornsby and Phil Carroll is joined by Paul from Active Energy Group to discuss the company’s digital infrastructure strategy and plans for a potential 100MW rollout in the UAE.The conversation covers the group’s low-cost power model, dual revenue streams through hosting and Bitcoin mining, and how partnerships are helping accelerate growth and future
S11 Ep59: Sunday Roast featuring Sovereign Metals Limited, Zenith Energy and Active Energy Group PLC #SVML #ZEN #AEG #TRAF #WCAP #DELTA #HAMA #GWMO #AJAX #EGT
In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer discuss the latest global market developments, including geopolitical tensions, energy markets, and macro trends shaping investor sentiment.The show features interviews with Sovereign Metals Limited, Zenith Energy, and Active Energy Group PLC, covering key updates across critical minerals, energy production, and
S11 Ep58: Sunday Roast - Stocks of 2026 Review #DELTA #GMET #AMRQ #BZT #EPP #SVML #XTR #SVNS #JLP #ARS #AJAX #GWMO #ATN #EGT #ZEN #IMM #ALRT #AFC #AFP #AEG #UPL #WCAP #HAMA
In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer deliver their April 2026 quarterly portfolio review, breaking down key stocks across the watchlist including #DELTA, #GMET, #AMRQ, #BZT, #EPP, #SVML, #XTR, #SVNS, #JLP, #ARS, #AJAX and more.The discussion covers major movers, market trends, and high-conviction “moonshot” plays, with insights into commodities, ener
S11 Ep57: Sunday Roast featuring European Green Transition plc, Aterian plc, and Arkle Resources plc #EGT #ATN #ARK #BSFA #GGP #INC #DGQ #GMET #XTR #EPP
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest global developments impacting markets, including Middle East tensions, oil price movements, and wider macro uncertainty.The show features interviews with European Green Transition plc, Aterian plc, and Arkle Resources plc, covering renewable energy growth, AI-driven mineral exploration, and uranium opportunitie
S11 Ep56: Sunday Roast featuring Fulcrum Metals, HALO Minerals and Aterian PLC #FMET #HALO #ATN #PYX #TGR #EGT #KEN #DGQ #GMET
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the key global news shaping markets this week, including rising tensions in the Middle East and what this could mean for energy supply, inflation and overall market sentiment.The show features interviews with Fulcrum and Halo, covering tailings projects, copper resource development, and how innovative, ESG-focused approac
S11 Ep55: Sunday Roast featuring Panthera Resources and Botswana Minerals PLC #PAT #BMIN #KDR #FCM #WSBN
This week on The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down a volatile macro backdrop, from rising geopolitical tensions in the Middle East to inflation risks and what it all means for markets.We’re joined by Panthera Resources, discussing its $1.5bn arbitration case against India, the timeline, potential outcomes, and why the market may be underpricing the opportunit
S11 Ep54: Midweek Takeaway with Colin Bird #XTR #BZT #AFP #KEN
In this Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer are joined by Colin Bird to discuss the latest developments across his portfolio.The conversation covers Xtract Resources, Bezant Resources, African Pioneer and Kendrick Resources, with updates on project progress, exploration results and the pathway towards production and cash flow.Colin also shares insights into resource g
S11 Ep53: Sunday Roast featuring Paul Elliott, CEO of Active Energy Group PLC and Siam Kidd and Mark Creaser from Astrid Intelligence #AEG #ASTR #88E #ZEN #PXEN #VID #SCE #AJAX #BZT #KEN #TM1 #FMET #CMRS #ARK #SVNS
In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the major global news shaping markets this week, including escalating tensions around Iran and the Strait of Hormuz, and what potential disruption to global energy supply could mean for oil prices, inflation and the wider global economy.The show features interviews with Paul Elliott, CEO of Active Energy G
53: Midweek Takeaway with Pieter Krugel, CEO of Quantum Data Energy (LSE:QDE) #QDE
In this episode of The Midweek Takeaway, Kevin Hornsby and Charles Archer are joined by Pieter Krügel, CEO of Quantum Data Energy plc, to discuss the company’s recent transformation following its rebrand from Mast Energy.Pieter explains the progress made in strengthening the balance sheet, the remaining warrant overhang due to expire in July, and the strategy to scale the company’s flexible power
S11 Ep52: Sunday Roast featuring Rick Rule, Investor, Speculator, Founder & CEO of Rule Investment Media & Arkle Resources and Ajax Resources plc #ARK #AJAX #GAL #UJO #DELT #SCE #HEX #SVML
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby are joined by Charles Archer to discuss the major market themes shaping the week, including rising geopolitical tensions around Iran and the Strait of Hormuz and what that could mean for global energy supply, commodities, and investor sentiment.The show features interviews with Rick Rule of Rule Investment Media, who shares his m
S11 Ep51: Midweek Takeaway with Paul Welch, CEO of Buccaneer Energy (LSE:BUCE) #BUCE
In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Paul Welch, CEO of Buccaneer Energy, to discuss the company’s £350,000 fundraise and the $425,000 acquisition of the Carlisle 1 well in Texas.Paul outlines how the deal lifts production to around 160 barrels of oil per day, with a clear pathway to 250–300 bopd through waterflood expansion and a 100% uplift from
S11 Ep50: Sunday Roast featuring Hamak Strategy Limited, Critical Mineral and Xtract Resources #HAMA #CMRS #XTR #IQE #REE #KEN #ATN #GMET #FCM #BRES #AJAX #GRX #SVML #MAST #AEG #DGQ
In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby begin by discussing rising tensions around Iran and the potential impact on oil prices, gold and wider market volatility as geopolitical risk returns to the forefront.The show then moves into company interviews, starting with Hamak Strategy, outlining its gold and Bitcoin treasury approach and long-term value strategy. This is fo
S11 Ep49: Midweek Takeaway with Pieter Krugel, CEO of Quantum Data Energy (LSE:MAST) #MAST
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 als
S11 Ep48: Sunday Roast featuring Leon Coetzer, CEO of Jubilee Metals and Ryan Mee, CEO of Fulcrum Metals #JLP #FMET #GLR #AFRN #KEN #XTR #BZT #SBTX #UOG #SVML #DGQ #GMET #ATN
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 Me
S11 Ep47: Midweek Takeaway with Andrea Cattaneo, CEO of Zenith Energy #ZEN
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 mark
S11 Ep45: Midweek Takeaway with Paul Welch, CEO of Buccaneer Energy (LSE:BUCE) #BUCE
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 co
S11 Ep46: Midweek Takeaway with Sapan Ghai, Chief Commercial Officer of Sovereign Metals Limited (AIM:SVML) #SVML
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 Sov
S11 Ep44: Sunday Roast featuring Michael Jones, CEO of Delta Gold Technologies #DGQ #KEN #FMET #KEFI #BZT #AJAX #HAMA #AFP #CMRS #PAT #MIN #JLP #CLA #SNDA #HREE #REE #AFRN #HALO #HEX
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
S11 Ep43: Sunday Roast featuring Andrea Cattaneo, CEO of Zenith Energy, Carl Smithson, CEO and Executive Director & Mike Murphy, Executive Director and Chief Strategy Officer at Hamak Strategy Limited #ZEN #HAMA #ORM #IMC #TUN #MILA #ATN #SWC #DGQ #UOG #ALRT #XTR
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
S11 Ep42: Midweek Takeaway with Charles Bray, Chairman of Aterian PLC (LSE:ATN) #ATN
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
S11 Ep41: Midweek Takeaway with Colin Bird, Executive Chairman of Xtract Resources (AIM:XTR) #XTR
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 antim
S11 Ep40: Midweek Takeaway with Colin Bird, Executive Chairman of African Pioneer (LSE:AFP) #AFP
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 op
S11 Ep39: Sunday Roast featuring Charlie Long, CEO of Critical Mineral Resources (LSE:CMRS) #CMRS #EME #GEX #KEN #ASTR #LND #TRT #GOLD #SILVER #DGQ
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 progre
S11 Ep38: Midweek Takeaway with Alexander Shaw (CEO) and Glenn Featherby (Finance Director) of Landore Resources Limited (AIM:LND) #LND
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 resour
