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 opportunities amid rising demand for critical resources.

The episode wraps up with key market movers across mining, commodities, and global equities, alongside broader insights into investor sentiment and macro trends.

00:00 - 00:05:56 Weekly News Roundup
00:05:56 #EGT Interview
00:45:06 #ATN Interview
00:57:55 #ARK Interview
01:08:13 #BSFA 
01:09:45 #GGP 
01:12:12 #INC 
01:16:25 #DGQ #GMET #XTR #EPP 

Disclaimer & Declaration of Interest

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 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 approaches are unlocking value from legacy mining assets, alongside an interview with Aterian PLC exploring its latest developments and strategy.
The episode also touches on the growing importance of critical minerals such as copper and tantalum, alongside broader trends in commodities, geopolitics and global macro.

00:00 - 00:06:06 Weekly News Roundup
00:06:06 #FMET Interview
00:17:46 #HALO Interview
00:52:57 #ATN Interview
01:18:25 #PYX 
01:18:35 #TGR
01:20:50 #EGT 
01:22:06 #KEN 
01:22:53 #DGQ 
01:23:17 #GMET 

Disclaimer & Declaration of Interest

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.

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 opportunity.

The team also speaks with Botswana Diamonds, exploring its AI-driven exploration strategy, vast geological database, and how it’s targeting multiple high-potential assets across Africa.

Alongside the interviews, the team covers key small-cap movers, funding updates, commodities, and the broader outlook for gold, resources and global markets.

00:00 - 00:08:50 Weekly News Roundup
00:08:50 #PAT Interview 
00:38:41 #BMIN Interview
01:00:34 #KDR 
01:03:23 #FCM 
01:04:20 #WSBN 

Disclaimer & Declaration of Interest

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, 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 growth, development strategy and the broader opportunity across multiple assets, highlighting key catalysts and what investors can expect in the months ahead.

Disclaimer & Declaration of Interest

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, 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 Group, discussing the company’s UAE energy and digital infrastructure projects and plans to scale modular energy sites across the Gulf region, as well as Mark Creaser and Siam Kidd from Astrid Intelligence, who explore the growing opportunity around decentralized AI, BitTensor infrastructure and the company’s evolving strategy in the space.

The episode wraps up with the latest movers and shakers across the markets, including commentary on energy, mining and tech stocks, along with broader insights into commodities, geopolitics and global macro trends driving investor sentiment.

00:00 - 00:09:50    Weekly News Roundup
00:09:50  #AEG Interview 
00:22:04 #ASTR Interview
00:56:48 #88E 
00:57:18 #ZEN
01:01:38 #PXEN 
01:02:37 #VID 
01:03:08 #SCE 
01:08:00 #AJAX 
01:08:06 #BZT 
01:08:11 #KEN 
01:08:16 #TM1  
01:08:59 #FMET  
01:09:09 #CMRS 
01:09:15 #ARK 
01:09:20 #SVNS 

Disclaimer & Declaration of Interest

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, 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 generation portfolio toward a 300MW target through new developments and acquisitions.

The conversation also covers the growing opportunity to supply power to AI data centres, the role of flexible gas generation in the UK energy mix, and how the company plans to grow revenue as new assets come online.

Disclaimer & Declaration of Interest

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 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 macro outlook on gold, silver and precious metals, the future of fiat currencies, and why he believes the long-term bull market in resources is still underway. The episode also includes company interviews with Arkle Resources and Ajax Resources, covering uranium exploration in Namibia, copper and silver development in Argentina, and the strategic decisions driving growth across the junior mining sector.

00:00 - 00:51:45 Rick Rule Interview
00:51:45 #ARK Interview
01:22:23 #AJAX  Interview
01:45:15 #GAL 
01:46:33 #UJO #DELT 
01:48:49 #SCE 
01:51:33 #HEX 
01:51:54 #SVML 

Disclaimer & Declaration of Interest

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 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 the organic oil recovery pilot. With operating costs below $5 per barrel and a sub-12 month payback period at current oil prices, the focus is firmly on cash flow growth and scaling the Pine Mills field.

The conversation also covers reserve value versus market cap, the impact of rising oil prices amid geopolitical tensions, and Buccaneer’s strategy to grow both organically and through selective acquisitions as it targets 1,000 bopd and beyond.

Disclaimer & Declaration of Interest

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 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 followed by Critical Mineral Resources, discussing its newly granted 10-year Moroccan mining licence and development plans, before the main guest Xtract Resources, which provides a detailed update on project progress, strategy and growth ambitions.

The episode closes with small-cap movers and broader commentary on commodities and the increasing strategic importance of copper, rare earths and antimony in a shifting global supply chain.

00:00 - 00:09:00   Weekly News Roundup
00:09:00 #HAMA Interview
00:34:35 #CMRS Interview
00:51:10 #XTR Interview
01:16:20  #IQE 
01:17:15 #REE 
01:17:41 #KEN 
01:19:57 #ATN 
01:21:02 #GMET 
01:21:56 #FCM 
01:23:25 #BRES 
01:24:18 #AJAX 
01:24:41 #GRX 
01:24:54 #SVML 
01:25:06 #MAST 
01:26:17 #AEG 
01:26:38 #DGQ 

Disclaimer & Declaration of Interest

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 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 also touches on refinancing plans, free cash flow per megawatt, and how Quantum’s strategy positions it to benefit from rising AI and data centre energy demand.

Disclaimer & Declaration of Interest

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.