DirectorsTalk Interviews

Supreme plc (LON:SUP) CEO Sandy Chadha joins DirectorsTalk Interviews to discuss a trading update for the twelve months ended 31st March 2023.

In this upbeat interview Sandy talks us through the financial highlights, explains what has driven the tremendous revenue growth in the Group’s vaping business, shares his thoughts on the Government’s Smokefree 2030 initiative and how he sees the outlook for 2024.

Supreme Plc (LON:SUP) is a leading manufacturer, supplier, and brand owner of fast-moving consumer products.

Eden Research (LON:EDEN) CEO Sean Smith joins DirectorsTalk Interviews to discuss regulatory approval for its formulated products Mevalone® and Cedroz™.

Sean explains why they need 'state approval' when it was already announced that they had 'national approval', with California being one of the most important states the impact not yet having approval has on the business, when to expect approval and what else the company is expecting in terms of regulatory approvals.

EDEN RESEARCH IS FOCUSED ON SUSTAINABLE BIOPESTICIDES AND PLASTIC-FREE ENCAPSULATION TECHNOLOGY FOR USE IN GLOBAL CROP PROTECTION, ANIMAL HEALTH AND CONSUMER PRODUCTS INDUSTRIES.

Saietta Group Plc (LON:SED) Executive Chairman Tony Gott joins DirectorsTalk Interviews to discuss a collaboration with AVTEC.

Tony explains the various synergies that working with AVTEC will bring to Saietta, what has been driving this enormous demand for a cost effective EV solution that’s also ‘Made in India’, current production capabilities, a validation of the demand, thoughts on the future of the business and other markets and products.

Saietta Group plc (LON: SED) is a multi-national business which designs, engineers and manufactures complete Light Duty and Heavy Duty electric drive systems.

Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Mark talks us through his recent report entitled ‘Outperformance by adding value to companies’, through some of the key numbers, explains why he expressed confidence in the NAV being real, what the unique Derived Investments portfolio brought in 2022 and any risks to be aware of.

Jubilee Metals Group plc (LON:JLP) CEO Leon Coetzer discusses the company’s operational update for the period ending December 31st 2022.

Leon explains how they managed to deliver such a good set of results, considering the South African power situation at the moment, how Zambian operations were affected and how they addressed the challenge, plans for cobalt and what lies ahead for Jubilee.

Jubilee Metals Group plc (LON: JLP) is an industry leading metal recovery business focussed on retreatment and metals recovery.

Ilika plc (LON:IKA) is the topic of conversation when Clean-tech Equities Specialist at Baden Hill, Dr Tom McColm joins DirectorsTalk. Tom discusses the half-year report for the six months ended 31 October 2022, shares his take on the news, the potential news around Stereax and Goliath that he hopes to see over the coming weeks and whats happening in the battery sector as a whole.

Ilika is a pioneer in solid state battery technology, enabling solutions for applications such as Industrial IoT, MedTech, Electric Vehicals and Consumer Electronics.

‏#SolidStateBatteries #Stereax #Goliath #BatteryTechnology #MedTech #EV #IIoT #Investing‏

Valeura Energy (TSX:VLE) CEO Sean Guest joins DirectorsTalk Interviews to discuss the acquisition of several assets in the offshore Gulf of Thailand.

Sean explains what this really means for shareholders, how the deal will be financed, with no dilution to shareholders, effectively no debt, and assets that cash flows $30 million per month – what the catch is, decommissioning obligations and now growth opportunities in the portfolio.

Valeura Energy Inc. is an upstream oil & gas company, with a clear strategy to add value for shareholders.

S-Ventures plc (AQSE:SVEN) Chief Executive Officer Scott Livingston joins DirectorsTalk Interviews to discuss the acquisition of Hero UK Ltd trading as Juvela.

Scott explains what the company does, the terms of the acquisition, the synergies between Juvela and the Group’s existing brands, its brands and products, how they are progressing and what we can expect from the company during 2023.

S-Ventures is listed on UK AQUIS Exchange (Ticker Code “SVEN”). The Company seeks to identify investment opportunities in the health & wellness, organic food and wellbeing sectors within the UK and Europe, adding value by providing capital and expertise to the target companies. The experience and operational skills of the Board led by Scott Livingstone (CEO) are intended to act as an accelerator to smaller brands that have a strong foundation and platform but may lack the skills and capital. The main objectives are to cross fertilise opportunities between the target companies and to scale the individual entities and look for exit opportunities and/or synergistic collaborations and through scaling we seek to create significant value for all stakeholders. Since listing on AQSE in September 2020, the Company has acquired significant interests in six companies.

The Diverse Income Trust (LON:DIVI) fund manager Gervais Williams joins DirectorsTalk Interview to discuss current market conditions.

Gervais shares his thoughts on China, the internal challenges they are facing and the broader macro-economic changes.

If in the US, the recessionary market will bring about further declines or should we expect the stock market to rally in anticipation of a decline in interest rates and a return to economic growth.

the UK, the CBI gave a rather downbeat forecast for the UK economy in 2023 and said GDP would fall -0.4%. Gervais explains how diversification in The Diverse Income Trust positions it well short-term and for the recovery.

And touches on companies in the portfolio, Just Group, TC ICAP and Paypoint Plc.

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

Just Group plc (LON:JUST) formerly JRP Group plc and, before that, Just Retirement Group plc, is a British company specialising in retirement products and services headquartered in Reigate, Surrey. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.

TP ICAP Group plc (LON:TCAP) is a financial services firm headquartered in London, United Kingdom. Its stock is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. 

PayPoint plc (LON:PAY) is a British business offering a system for paying bills in United Kingdom, Ireland and Romania. It is listed on the London Stock Exchange.

Helium One Global (LON:HE1) CEO David Minchin joins DirectorsTalk Interviews to discuss a successful placing and a direct subscription.

David explains what this fundraise means for the company, the reception received and his thoughts on raising at a 5p share price.

Helium One Global, has a focus to explore, develop, and ultimately, become a producer of high-grade helium for the international market place.