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

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.

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.

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.

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 

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.

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 

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.

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. 

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

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.

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.