Markets shrugged off political theatre and macro uncertainty to finish 2025 at record highs — but Craig Farley says the real story sits beneath the surface. In this conversation, the TEAM plc (LON:TEAM) Chief Investment Officer explains how a barbell equity approach, zero exposure to long-dated government debt, and a decisive allocation to precious metals powered 20 percent plus sterling returns. He also outlines why AI capex maths may not stack up, why Trump’s revived Monroe-style doctrine changes the geopolitical playbook, and how a second inflation wave could emerge just as investors grow complacent.Key Moments

00:30 – 2025 described as a year of stock market resilience despite US political drama
01:05 – TEAM delivers 20%+ sterling returns across conservative, balanced and growth strategies
01:40 – Early signs of AI fatigue and scrutiny of hyperscaler capex
02:00 – Introduction of the “Don Roe doctrine” and its implications for foreign policy
04:29 – $45bn AI revenues versus $650bn capex raises valuation concerns
04:49 – Japan carry trade unwind risk and potential global spillovers
05:40 – Prospect of unconventional US stimulus ahead of midterms
06:07 – Increasing allocation to UK large caps amid style rotation
07:16 – Portfolio positioning for 2026: tilt away from US mega-cap tech
08:00 – Zero exposure to long-term government debt remains core stance

TEAM plc is an international wealth, asset management and financial services group offering multi-asset investment solutions designed to grow and preserve client capital over the long term.

Global energy crunch, precious metals volatility, and a shifting AI-fuelled economy — Co-Fund Manager Robert Crayfourd of CQS Natural Resources Growth & Income Fund (LON:CYN) lays out the structural shifts investors can’t afford to ignore. In this wide-ranging discussion, Crayfourd explains how the trust is capitalising on under-owned real assets, the strategic edge in commodities allocation, and why nuclear and fossil fuels may be set for a dramatic re-rating.

Key Moments:

• 00:24 – What sets the trust apart from others
• 02:07 – Key drivers of the commodities resurgence
• 04:22 – Are precious metals peaking or just getting started?
• 08:12 – The coming energy bottleneck and nuclear positioning
• 10:08 – Short- and long-term fund performance insights
• 11:57 – Why the focus is shifting from top-down macro to bottom-up fundamentals

Verici Dx (LON:VRCI) is no longer just a diagnostics innovator—it’s a commercial-stage disruptor with momentum. In this interview, CEO Sara Barrington outlines how their flagship RNA-based test, Tutivia, is outperforming legacy transplant diagnostics, not only in validation trials but now in real-world use. With reimbursement locked in, early commercial traction, and a clear runway to capture a $900M addressable market, Verici Dx is positioned to redefine transplant care. Add in licensing success with Thermo Fisher (Clarava) and pipeline expansion toward fibrosis and urine-based diagnostics, and this is one growth story investors should be watching closely.Key Moments:

• 00:11 – Interview begins with Sara Barrington, CEO of Verici Dx
• 00:38 – Focus on transplant diagnostics and AI-powered RNA testing
• 01:53 – Why Verici started with kidney transplant and how Clarava (pre-transplant test) fits in
• 02:48 – Tutivia’s role in post-transplant rejection detection
• 04:05 – Overview of test pipeline and unmet clinical needs
• 04:26 – What de-risked and ready for scale-up actually means
• 05:26 – Reimbursement wins including Medicare and Palmetto coverage
• 07:03 – Why validation was intentionally high-risk to gain clinical trust
• 08:20 – Unmatched comprehensiveness vs competitors
• 09:55 – Financial positioning and alignment with investor expectations
• 11:03 – Capital focused on sales, marketing, and KOL engagement
• 12:04 – $900M US market opportunity and Verici’s strategic entry points
• 14:08 – Tutivia’s advantage in early-stage rejection vs. cell-free DNA rivals
• 15:20 – Commercial ramp: scaling sales team from 4 to 15
• 17:09 – Expected news flow: centre expansion, payer contracts, and commercial traction

Patrick Chopard, CEO of Ethtry Plc (LON:ETHY), lays out a bold roadmap blending Ethereum balance sheet strategy, high-conviction partnerships, and operational clarity. From aligning with LTIM on digital asset infrastructure to collaborating with AMINA Bank for treasury innovation, Ethtry isn’t just adopting crypto—it’s operationalising it. In this first conversation, Chopard outlines how blockchain is being fused into traditional business DNA, and why Ethtry’s crypto-backed operating model is more than just a tech experiment.

Key Moments:

• 00:11 — Introduction to Patrick Chopard & overview of Ethtry
• 01:25 — Equity partnership with LTIM and its dual strategic value
• 02:36 — Why Ethtry holds Ethereum on its balance sheet
• 03:31 — Partnership with AMINA Bank and how it unlocks value
• 04:12 — Ethtry’s updated operating strategy and the role of crypto treasury
• 05:12 — What investors can expect next

Ethtry Plc is an acquisition operating company focused on breakthrough technologies, anchored by an Ethereum-based crypto treasury.

#Ethtry #EthereumTreasury #Web3Strategy #DigitalAssets #CryptoFinance #BlockchainBusiness #LTIM #AMINABank #PatrickChopard #InvestorInsights

Cora Gold (LON:CORA) CEO Burt Munro reveals how Eagle Eye, already a major player in West African mining, is set to become a 29.9% shareholder, bringing both cash and crucial operational know-how. With discussions underway on a fully funded project finance package for the Sanankoro gold project and a retail offer to match institutional terms, this isn’t just a raise — it’s a strategic reset. Munro also outlines key upcoming catalysts, from permitting to the potential for a maiden resource at Madina Foulbé in Senegal.Key Moments:

• 00:11 – CEO Introduction & Fundraise Summary
• 00:29 – Why Eagle Eye Was Chosen as Strategic Investor
• 01:07 – On Discounted Issue Price and Shareholder Context
• 02:01 – What’s Left Before Sanankoro Can Begin Construction
• 02:23 – What a Fully Funded Solution Might Look Like
• 03:22 – Shareholding Structure & Relationship Safeguards
• 04:13 – 12–18 Month Outlook for Sanankoro and Madina Foulbé

Cora Gold is a West African-focused gold exploration and development company, advancing the Sanankoro project in Mali and early-stage exploration at Madina Foulbé in Senegal.

#CoraGold #GoldMining #WestAfricaMining #MaliGold #JuniorMiners #MiningFinance #StrategicInvestor #EagleEyeCapital

In this investor presentation, David Rajakovich, CEO of Acuity Risk Management Group Plc (LON:ACRM), lays out how a year of tough decisions has reshaped the business. With costs cut deeply, operating profit achieved in Q4, and new products rolling out at speed, Acuity RM enters 2026 with a tighter cost base, clearer focus on CyberGRC, and multiple routes to growth across defence, public sector, and regulated commercial markets.

Time Finance Plc (LON:TIME) has delivered a strong set of interim results for the six months ending 30th November 2025, with CEO Ed Rimmer highlighting a sharp rise in new business activity and improved credit performance. Investors will want to note the 48% year-on-year increase in origination, record-breaking lending book figures, and stronger profit margins — all achieved while reducing arrears and bad debts. In this video interview, Ed outlines the drivers behind this profitable growth, the evolving customer base, and what’s next as the company pushes towards its £300M lending target in its new three-year plan.

About Time Finance:

Time Finance is an AIM-listed specialist lender providing funding solutions — including asset and invoice finance — to UK-based small businesses across a wide range of sectors.

Despite a turbulent housing market, Likewise Group has powered through 2025 with 8.6% revenue growth — and CEO Tony Brewer says they’re just getting started.

In this sharp update with DirectorsTalk, Likewise Group (LON:LIKE) CEO Tony Brewer shares how the business continues to expand its footprint across the UK, outpacing a declining residential flooring market. From new cutting-edge distribution hubs in Glasgow, Leeds and Derby to doubling down on product development for independent retailers, Brewer outlines the strategic moves fuelling their momentum.

Key Moments:

• [00:17] – Full-year revenue hits £163.8m, up 8.6%
• [00:40] – How Likewise built scale since launching in 2018
• [01:24] – The current state of the UK flooring market
• [02:22] – Residential vs commercial growth strategy
• [03:14] – Expansion and investment in infrastructure
• [04:09] – Targeting 10% market share — and rising

He also hints at bigger ambitions — with the company setting its sights beyond £250m as it builds toward a commanding share of the £2bn UK flooring sector.

Likewise Group is a fast-growing UK flooring distributor, supplying residential and commercial customers via a national network of 12 hubs.

#UKstocks #LikewiseGroup #TonyBrewer #FlooringIndustry

Claire Bay, Executive Director of Exploration at Oriole Resources (LON:ORR), shares a compelling update from Cameroon as new drill results at the MB01 North target reveal wide mineralised zones and strong grades. With confirmed continuity at depth and along strike, and a maiden resource estimate now within sight, this emerging discovery is shaping up to significantly expand Oriole’s gold footprint. Investors will want to watch closely as the company builds towards a major milestone in Q2.#OrioleResources #GoldExploration #CameroonMining #JuniorMining #AIMstocks #GoldInvesting #MiningNews #ResourceUpdate #ExplorationDrilling

After delivering an 18.4% capital return and over 4% in dividend income in 2025, The Diverse Income Trust is quietly making bold moves. Fund Manager Gervais Williams lays out why he’s leaning further into undervalued UK small caps like Yü Group, ACG Metals and Victorian Plumbing — and what makes these names stand out amid market uncertainty. From North Sea energy plays to digital-first disruptors, this conversation reveals where the Trust is finding mispriced opportunities with significant upside.

The Diverse Income Trust invests primarily in quoted or traded UK companies across a wide range of market capitalisations, with a long-term bias towards small and mid-cap equities.

KEY MOMENTS:

00:30 – Why geopolitical volatility favours a multi-cap approach

01:45 – Small caps' overlooked income contribution & 2026 outlook

03:50 – Yü Group: cash-rich, undervalued, and now a top holding

05:25 – ACG Metals: cash now, copper upside next

07:15 – Ithaca Energy: dividends and positioning post-Shell tie-up

08:45 – BlueNord: from overlooked to cash machine

10:15 – Primary Health Properties: inflation-proof income

11:35 – Norcros: capital-light bathroom growth story

12:55 – Arbuthnot Banking Group: deeply discounted financial with growing AUM

14:40 – Victorian Plumbing: MFI, next-day tiles & distribution scale-up

#UKEquities #SmallCapInvesting #DividendStocks #InvestmentTrusts #FundManagerInsights #GervaisWilliams #DiverseIncomeTrust #UKStocks #PremierMiton