The Sunday Roast

In this week’s episode of The Sunday Roast, Phil Carroll and Kevin Hornsby dive into the latest headlines and market updates. They are first joined by Geoff Baker, Che Connon, and Marcelo Bravo of BSF Enterprise, who discuss the company’s recent developments, including their Kerato corneal tissue replacement venture and how they’ve navigated the tough market conditions over the past year.

Next, Leon Coetzer, CEO of Jubilee Metals, returns to provide an update on significant leadership changes and the impact of their new power purchase agreement on the company’s operations in Zambia and South Africa.

Finally, Oliver Friesen, CEO of Guardian Metals, shares exciting drilling results from the Pilot Mountain project in Nevada, highlighting its importance as a strategic asset for U.S. tungsten production.

Phil and Kevin also review the movers and shakers of the week, including URU Metals, Blackbird plc, and the unfolding situation at Harland & Wolff, plus a progress update on Power Metal’s uranium-focused joint venture.

0:00 -00:10:32  Weekly News Roundup 

00:10:32 #BSFA Interview

00:37:40 #JLP Interview

00:54:36 #GMET Interview

01:12:40 #URU

01:12:44 #BIRD

01:12:56 #HARL

01:15:21 #POW

01:16:41 #SVML

01:17:58 #XTR #GLR #AFP

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 special Triple Header episode of the Sunday Roast, we’re joined by three fantastic guests: Shaun Day, Managing Director of Greatland Gold, Oliver Friesen, and Sapan Ghai. Shaun takes us through Greatland’s latest transformative deal and what it means for shareholders. As always, we’ll also cover the weekly roundup of the biggest news stories, movers, and shakers in the markets. Don’t miss this jam-packed episode with insights from leaders in the industry and a comprehensive look at the week’s market action!

0:00 - 00:14:21  Weekly News Roundup 

00:14:21 #GGP Interview

00:47:54 #GMET Interview

01:06:09 #SVML Interview

01:17:21 #GGP 

01:23:59 #CEL

01:24:17 #POW 

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 James Short, CEO of Celadon Pharmaceuticals, to discuss their exciting collaboration with Valeos Pharma in Denmark. James shares insights on how this partnership could double production capacity to 3 tonnes of medical-grade cannabis annually, potentially worth up to £30 million. We’ll also explore the financial impact, including the potential £1.7 million annual contribution to Celadon, and what this means for the company’s future. Tune in for an in-depth look at the numbers and strategy behind Celadon's growth in the European market!

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 Midweek Takeaway, we sit down with Pieter Krügel, CEO of Mast Energy Developments (AIM: MED), to dive into the company's latest announcement of a 16% revenue boost for July 2024 from their Pyebridge 8.1MW flexible power generation site. Pieter breaks down how the site has generated approximately £66,000 in revenue after receiving Imbedded Benefits, with August preliminary figures showing £46,000 in revenue, even before those benefits are added. We explore Pyebridge's impressive market outperformance, with a 75% increase in electricity sales prices and a gross profit margin of 57%. Pieter also provides insights on the ongoing refurbishment of the second genset, the upcoming 8.1MW capacity contract, and how MED’s partnership with RiverFort is fueling the company’s growth. Tune in to hear what’s next for MED as they gear up for higher revenues during the "shoulder months" and push towards their ambitious goal of 100MW in green energy capacity.

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.

Welcome back to Midweek Takeaway! In this episode, hosts Phil Carroll and Kevin Hornsby are joined by John Regan, CEO of Electric Guitar. John shares the latest on a key contract with Jewson, a leading UK supplier of sustainable building materials. Discover how Electric Guitar’s subsidiary, 3radical Limited, is set to launch a sustainability-focused microsite using their Voco platform, bridging the gap between Jewson’s physical stores and digital presence. Tune in to find out how this innovative partnership aims to enhance customer engagement with sustainable practices and drive growth for both companies.

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 “Midweek Takeaway,” hosts Phil Carroll and Kevin Hornsby are joined by Colin Bird, Executive Chairman of Galileo Resources, to discuss the latest developments with the Luansobe copper project in Zambia. Colin shares insights on the recent grant of a small-scale mining license and Galileo’s 75% stake in the project. They delve into how external consultants have crafted a mining plan to facilitate contractor negotiations and explore the project’s potential for open-pit and underground operations. Discover how initial studies have identified opportunities to boost copper production and how Galileo is evaluating various partnership offers and mining scenarios to ensure the best strategy for maximizing shareholder returns. Tune in for an in-depth look at this promising copper venture.

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 Horsby are joined by James Knowles and Marc Sale from First Class Metals (LSE: FCM) to discuss exciting updates on their North Hemlo Property in Ontario, Canada, including recent exploration work on the Dead Otter trend. Paul Johnson also returns to the show to share his insights as a seasoned investor in junior resources and fintech. As always, there’s a roundup of the week’s market movers, including big news from Sealand Capital Galaxy, Amigo Holdings, and Rockfire Resources. Tune in for all the latest!

0:00 - 10:34  Weekly News Roundup 

00:11:05 #FCM Interview

00:38:01 Paul Johnson Interview

00:44:57 #GMET 

00:46:27 #POW 

00:50:24 #ROCK 

00:52:20 #COIN 

00:52:56 #CGNR

00:55:17 #GGP  

00:58:53 #SCGL 

00:59:02 #AMGO 

01:03:11  #ROCK 

01:10:41 #INC

01:20:52  #GLR 

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.

Welcome to today's episode of the podcast, where we dive into some exciting news from Sovereign Metals (AIM: SVML). The company has reported impressive results from its Kasiya graphite concentrate, which has proven to be an outstanding feedstock for high-performance natural graphite anode materials used in lithium-ion batteries. The high-quality Coated Spherical Purified Graphite (CSPG) produced from Kasiya matches the performance of leading Chinese manufacturers, boasting first cycle efficiencies between 94.2% and 95.8% and discharge capacities over 360mAh/g. With its high purity, near-perfect crystallinity, and low impurity levels, Kasiya offers a cost-competitive alternative to Chinese graphite. We'll explore what this could mean for the future of battery technology and the potential for Sovereign Metals to become a key player in the global graphite market. Stay tuned!

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 the highly anticipated first episode of Season 9 of The Sunday Roast, hosts Phil Carroll, Kevin Hornsby, and Charles Archer dive into a wide array of topics, starting with recent political developments in the US, including discussions on Kamala Harris and Donald Trump. The episode features a special interview with Rick Rule, a renowned investor and founder of Rule Investment Media, known for his deep expertise in the mining and resources sector. The hosts and Rick explore and analyse several companies in the mining and resources industry, such as Sovereign Metals, Power Metals, and Guardian Metals. In addition to sharing his expertise, Rick highlights his commitment to helping investors by inviting them to visit ruleinvestmentmedia.com, where they can list their resource stocks for a free ranking from 1 to 10, with 1 being the best and 10 the worst. Listeners will enjoy the blend of serious market analysis and the hosts' casual, humorous banter. The episode also includes a discussion on the helium market and companies involved in helium exploration, as well as thoughts on the upcoming US election and its potential market impact. Join us for an engaging and insightful conversation that not only covers key market trends but also offers unique perspectives from one of the most respected voices in resource investing, Rick Rule. Don't miss out—tune in to kick off Season 9 with a bang!

0:00 - 10:34  Weekly News Roundup 

10:34   Rick interview

36:12 Rick Ranking ( #SVML - #JPL - #CGRN - #ATN -#GLR  -#POW )

59:43-01:05:48 Comment on Rick Interview

01:05:48  Movers and Shakers 

01:09:01 Zambia Copper #GLR 

01:11:04 Rome Resources  #RMR 

01:13:57 Helium  Georgina Energy  #GEX  - Helix Exploration  #HEX 

01:19:45 Voyager #VOY 

01:20:33 Firering  Strategic #FRG 

01:24:19 COBRA #COBR 

01:26:23 Amaroq  #AMRQ 

01:26:50 Artemis #ARV

  

Link to YouTube video: https://youtu.be/Eeu2RPP4wlI

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

Tune in to a special episode of "Midweek Takeaway" where hosts Phil Carroll and Kevin Hornsby feature a unique segment with Leon Coetzer, CEO of Jubilee Metals, and Charles Archer, our resident analyst and investor. In this insightful session, Charles takes over the interviewing duties to dive deep with Leon into Jubilee Metals' latest strides in Zambia. They'll explore the significant progress at the Roan and Sable processing facilities, discussing the operational advancements and strategic moves that are setting Jubilee on a path to reshape the copper production landscape in the region. Don't miss this engaging conversation that illuminates the intricacies of mining operations and the future prospects of Jubilee Metals in the global market.

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.