Monday Upbeat Markets MUMs

In this episode of Monday Upbeat Markets (MUMS),  Graeme Dickson and Charles Archer are joined by David Halley, who shares his journey from hedge funds in Mayfair to building and scaling businesses across Asia and the UK.

David dives into the evolution of his current company, focusing on AI-driven video advertising, cost efficiency, and building a scalable, lean operation in today’s fast-changing digital landscape. The discussion highlights how businesses can adapt to disruption, leverage technology, and unlock growth through smarter execution.

The episode also touches on broader market themes, including geopolitics, commodities, AI, and investment strategy, offering insights into where opportunities may emerge in the current environment.

A valuable conversation on entrepreneurship, innovation, and navigating modern markets.

#GFIN
#HEX
#PLSR
#GMET
#GWMO
#MKA
#PRE
#IQE
#BOOM
#RR.
#Tungsten
#RareEarths
#Titanium
#NuclearFusion 

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets (MUMS), Kevin Hornsby, Graeme Dickson and Charles Archer break down the latest global developments and their impact on markets, including rising geopolitical tensions, inflation risks, and what it all means for investors.

The discussion covers a 2026 portfolio review, performance updates across key small-cap stocks, and fresh ideas moving forward. The team also explores major macro themes shaping the future — from energy and commodities to AI and global demographics.

A wide-ranging episode focused on market strategy, stock insights, and navigating uncertainty.

00:00 - 00:17:06 Intro
00:17:06  #WCAP 
00:19:47 #HAYD 
00:20:51 #BZT  #GGP  
00:23:43 #SVNS #AJAX #JLP 
00:29:19 #UPL 
00:31:44 #XTR 
00:34:00 #EPP 
00:41:32 #GMET 
00:43:01 #DGQ  
00:45:48 #ALRT 
00:48:05 #CRCL 
00:50:33 #AEG 

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets (MUMS), Graeme Dickson discusses key developments around Ajax Resources and is joined by the CEO of EnergyPathways to explore the UK’s growing energy security challenges.

The episode dives into the MESH project, gas storage shortages in the UK, rising energy prices, and how long-duration energy storage could play a crucial role in stabilizing supply and reducing costs. It also covers funding strategy, government approvals, and the broader opportunity in energy infrastructure.

A focused discussion on energy markets, storage solutions, and future growth potential.

00:00 - 00:02:00 Intro
00:02:00 #EPP Interview
00:29:44 #AJAX  Interview
01:00:25 Stocks #KEN #EGT #ZEN #PAT #GRX 

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets (MUMS), Kevin Hornsby and Charles Archer speak with David Rajakovich, CEO of Acuity Risk Management, about turning the business around, achieving profitability, and launching the new Stream Cloud cybersecurity platform for mid-market companies.

The hosts also discuss Kendrick Resources’ rare earth discovery, BSA’s T-Rex bag launch, Buccaneer Energy’s oil acquisition, and Active Energy, along with broader themes around energy markets, AI, and resource investing.

00:00 - 00:21:16:11 #ACRM Interview
00:21:16:11  Stocks : #ACRM #KEN #BSFA #AJAX #BUCE #AEG #FMET #HALO

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets, Charles Archer and Graeme Dickson speak with Sapan Ghai, Chief Commercial Officer of Sovereign Metals, about the Kasiya project in Malawi, one of the world’s largest rutile and graphite deposits. They discuss the project’s economics, partnerships with Rio Tinto and the IFC, the growing importance of titanium, graphite and rare earths, and how global geopolitics and supply shortages could shape the future of critical minerals markets.

00:00 - 00:00:50 Intro
00:00:50 #SVML Interview
00:50:05 Stocks #AET #GAL #88E #UOG #STAK

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets, Kevin Hornsby and Graeme Dickson are joined by Charles Archer  as they revisit the 12 Stocks of 2026 and assess how the picks have performed so far in 2025. From standout winners like Delta Gold and Guardian Metal to updates on Greatland Resources, Jubilee Metals, Energy Pathways, Extract Resources and more, the trio break down market momentum, small-cap strategy, risk appetite and what could come next. A deep dive into investing mindset, UK vs US markets, and why small caps may be heating up again.

00:00 - 00:48:29 Charles Archer  Interview
00:48:29 #WCAP 
00:55:48 #HAYD 
00:57:23 #SVNS
00:58:56 #AJAX 
01:00:42 #UPL 
01:01:40 #BZT 
01:03:29 #JLP  
01:05:21 #GGP 
01:08:10 #EPP 
01:10:35 #XTR 
01:11:40 #GMET 
01:13:26 #DGQ  

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets, Kevin Hornsby and Charles Archer welcome Colin Bird, Executive Chairman of Kendrick Resources, to discuss exercising the option on a rare earth project in Namibia, copper production progress across the portfolio, and why supply constraints could drive the next commodities supercycle. Later, Aidan O’Hara of Fulcrum Metals explains how a cyanide-free extraction technology could unlock billions in historic gold tailings while solving major environmental liabilities. A deep dive into rare earths, copper, gold recovery innovation and the future of resource investing.

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets, Kevin Hornsby and Graeme Dickson are joined by Paul Johnson for a wide-ranging conversation covering UK small caps, commodity supercycles, portfolio strategy, and the future of crypto and tokenised finance. Paul shares his top stock picks, views on gold, copper and uranium, thoughts on Bitcoin versus gold, and why the next cycle could transform how junior resource companies raise capital. A fascinating discussion packed with experience, insight and bold calls for the years ahead.

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

 📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets, Graeme Dickson is joined by Mike Whitlow, AKA Doc Holliday, Director of soon-to-be-listed Axies Ventures. He shares his journey from large caps to small caps, his vision for Axies' copper exploration in Cyprus, and key insights on market sentiment, risk, and sector shifts. Plus, Graeme covers highlights from Indaba and updates on Phoenix Copper, Altona Rare Earths, Smarter Web Company, and more.

 New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at [email protected]

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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 Monday Upbeat Markets, Kevin Hornsby and Graham Dickson⁩ speak with Solvonis Therapeutics plc CEO Anthony Tennyson and Professor David Nutt about groundbreaking addiction treatments, biotech valuation gaps, and major clinical milestones. The duo also covers key updates from Zenith Energy, SVNS, Cornish Metals, and more, alongside big-picture market commentary on silver, gold, and global economic trends.

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.