The Sunday Roast

Welcome to this episode of the Midweek Takeaway, where we’re thrilled to welcome back Oliver Friesen, CEO of Guardian Metal Resources. The company has recently announced exceptional drill results from its Pilot Mountain Project in Nevada, including one of the longest mineralized intervals recorded at the site: 46m @ 0.413% Tungsten Trioxide, 12.2g/t Silver, and 2,476ppm Copper in PM24-017. These results significantly enhance the resource model within the planned pit shell and suggest promising porphyry-hosted copper potential in PM24-004.

Join us as Oliver elaborates on the significance of these discoveries, their impact on resource potential and economic viability, and how they align with the U.S. strategic push to secure domestic supplies of critical metals like tungsten and copper. This episode is packed with insights into a project poised to play a vital role in the critical minerals space.

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby are joined by Colin Bird, Executive Chairman of Bezant Resources, and resident analyst Charles Archer to discuss the Hope and Gorob Project in Namibia. Bezant has engaged Sound Mining International to develop a technical report outlining a potential 2.4Mt open-pit operation producing copper and gold over five years, with additional underground resources extending the mine life by six years. Colin shares insights on the project's progress, its potential to secure a mining license, and environmental compliance.

The show also covers key news stories, including China's critical metal export restrictions and their impact on Guardian Metal Resources' tungsten-focused Pilot Mountain Project, which could fill supply gaps as the U.S. seeks domestic sources. We dive into Ferro-Alloy Resources' innovative carbon black substitute and MAST Energy Developments' strong Pyebridge update. Alongside movers and shakers, such as GGP and GMET, we reflect on inflation trends, geopolitical tensions involving Russia and Ukraine, and a stellar week in theater and comedy.

0:00-00:08:24  Weekly News Roundup

00:08:24 #BZT Interview 

01:09:01 #FAR 

01:09:47 #GMET 

01:16:27 #GGP 

01:19:49 #MAST

01:36:57 #ATN 

01:51:01  #SVML 

01:52:13 #EPP 

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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

In this episode of The Midweek Takeaway, we’re joined by Pieter Krügel, CEO of Mast Energy Developments PLC (MED), to discuss the company’s latest updates and strategic developments. Pieter shares insights on Pyebridge’s record-breaking September revenues, the ongoing genset overhauls that are set to double its generation capacity, and how recent UK power market dynamics are driving profitability. We’ll also explore MED’s decision to sell the Rochdale development project, the new project finance framework agreement with RiverFort Global Capital, and the company’s refocused strategy to scale up its portfolio to 300+ MW. Plus, hear about recent board changes, the appointment of Fortified Securities as corporate broker, and what lies ahead for MED in the evolving energy market. A must-listen for anyone interested in flexible power generation and the future of energy in the UK!

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

In this week’s Midweek Takeaway, we’re joined by Simon Rollason, Director of Aterian, to discuss the exciting developments at their Moroccan Azrar Copper-Gold Project. Simon dives into the significant progress made at priority targets like Tifrit, Ougri, and Izarzar, including high-grade copper, silver, and gold discoveries. We explore the project's 3.8km strike length at Tifrit, where standout grades of 2.97 g/t Au and 2.00% Cu showcase its potential for large-scale mineralization. Simon also sheds light on how Azrar fits into Aterian's broader portfolio in Morocco and its strategic focus on critical metals as the company positions itself for growth in the evolving resource sector. Don’t miss this insightful discussion!

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

On this episode of The Midweek Takeaway, we’re joined by John Sherman, the newly appointed Chairman of Conroy Gold and Natural Resources, and Kevin McNulty, Senior Geologist. Together, we explore the legacy of the late Professor Richard Conroy and the future of the company under John’s leadership.

We dive into the exciting progress at the Discs of Gold project in Ireland, including updates on the Clontibret gold deposit, new exploration targets like Clay Lake and Creenkill, and the potential for multi-million-ounce discoveries along the district-scale gold trends. Kevin shares insights from over 30,000 meters of drill core analysis and the parallels with world-class deposits in Australia and Canada.

Whether you’re an investor, a geology enthusiast, or just intrigued by the mining sector, this episode offers a fascinating look at the potential for a Tier 1 resource in one of Europe’s most promising gold districts. Don’t miss it!

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

Join Phil Carroll, Kevin Hornsby, and Charles Archer for this week's episode of The Sunday Roast as they dive into the latest news and market updates. From COP29's ambitious UK climate goals to Elon Musk's appointment by Trump to lead the new "Department of Government Efficiency," there's plenty to unpack. They also cover Rachel Reeves' Mansion House speech, where the UK Chancellor outlined bold reforms to boost financial services and investment culture.

Our guests this week include Sean Wade, CEO of Power Metal Resources, and Jack Dann, Technical Director of their Uranium JV, discussing exciting advancements like the Rapids Target and cutting-edge Ambient Noise Tomography in uranium exploration. We’re also joined by Sapan Ghai, CCO of Sovereign Metals, to talk about their latest moves.

We highlight movers and shakers like Aquis Exchange’s 100% rise following a £207m acquisition offer and updates from Arc Minerals and Kodal Minerals on their copper and lithium projects. Plus, entertainment and sports updates, including Secrets of the Spy Whale on BBC iPlayer and England’s Nations League triumph over Greece.

Tune in for a packed episode full of market insights, compelling stories, and the week’s biggest headlines!

0:00-00:16:03  Weekly News Roundup 

00:16:03 #POW Interview 

00:47:37 #SVML Interview

01:11:45 #GGP 

01:17:21 #AQSE 

01:23:22 #ARCM 

01:24:59 #GLR 

01:26:28 #BZT 

01:30:08 #BRES 

01:32:15 #GROC 

01:34:47 #AMRQ 

01:48:02 #GMET 

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

In this episode of the Sunday Roast, hosts Phil Carroll , Kevin Hornsby and Charles Archer dive into a momentous week in global politics and markets, marked by Donald Trump's historic comeback as the 47th President of the United States. We discuss the implications of Trump's election win, exploring how his policies could impact markets at home and abroad, from gold, silver, and copper prices to potential disruptions in UK-US trade relations, NATO unity, and international institutions.

Special guests include Shaun Day, Managing Director of Greatland Gold, and Leon Coetzer, CEO of Jubilee Metals, who share insights into their respective companies’ latest updates and the market’s reaction to Trump’s victory. Shaun discusses Greatland Gold's exploration milestones in the Paterson region, including recent findings at the Chilly and Teague prospects, while Leon highlights Jubilee’s advancements in copper and chrome production in Zambia and South Africa.

We also spotlight market movers like Zentra and Hummingbird, the wild surge of Bitcoin, and the reaction of Tesla and major US bank stocks to Trump’s policies.

Join us as we navigate these seismic shifts in politics, economics, and pop culture, offering insights, interviews, and lively debate!

0:00-00:30:13  Weekly News Roundup

00:30:13 #GGP Interview

00:54:52 #JLP Interview

01:16:50 #ZNT 

01:16:58 #HUM  

01:18:10 #KOD 

01:22:10 #BSFA 

01:29:31 Interest rates

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

In this episode of The Midweek Takeaway, we sit down with Ben Clube, CEO of EnergyPathways, to explore the exciting advancements in their ambitious MESH energy storage project. EnergyPathways has recently appointed a powerhouse engineering team to drive MESH forward, including Derek Grimmer as COO, James Poole as Facilities Engineering Manager, and Simon Nicol as Wells Manager. With extensive experience from industry giants like Shell, Apache, and Total, this new leadership team is poised to transition MESH from concept to operational reality.

Ben shares insights into how this innovative energy storage project is set to provide a dependable supply of natural gas and green hydrogen, using renewable wind power from the Irish Sea to create a fully decarbonized, zero-emission facility. Tune in as we discuss the next critical milestones for MESH, the unique challenges ahead, and what these latest moves mean for the UK’s clean energy future.

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

In this episode of the Midweek Takeaway, we’re joined by Rupert Verco, CEO of Cobra Resources, to discuss their latest milestone in advancing the Boland Project in South Australia. Cobra has achieved strong results from their in situ recovery (ISR) bench scale study, confirming ISR as a viable and cost-effective mining method for extracting high-value ionic rare earth elements. With notable increases in recoveries, including 57% for magnet rare earth oxides, Cobra is making significant strides toward commercialization. Rupert will share insights on the project’s potential, the low-cost ISR process, and what these results mean for Cobra’s future in rare earth mining.

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.

In this episode of the Sunday Roast, hosts Phil Carroll and Kevin Hornsby wrap up the week’s big news, including Phil’s recent trip to NYC amidst election buzz, the latest on Rachel Reeves' historic budget, and its impact on gilt yields and the UK economy.

They’re joined by Oliver Friesen, CEO of Guardian Metal Resources, to discuss Guardian’s expansion with the Tempiute Tungsten Mine acquisition, and by Stefan Bernstein, CEO of GreenRoc Mining, who shares exciting updates on the Amitsoq Graphite Project and its role in Europe’s EV supply chain. The team rounds off with market movers and shakers of the week. Tune in!

0:00 - 00:12:38 Weekly News Roundup 

00:12:38 #GROC Interview

00:46:14 #GMET Interview

01:18:00 #SALT 

01:18:10 #ONDO 

01:18:24 #EML 

01:18:55 #ALK 

01:19:12 #ORCA

01:19:24 #EPP  

01:21:18 #FRG 

01:22:58 #BZT 

01:25:11 #AFP 

01:26:19 #XTR 

01:26:40 #GLR 

01:29:03 #CEL 

01:32:38 #BSFA 

The information, investment views, and recommendations in this podcast are provided for general information purposes only. Nothing in this podcast should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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