In this episode of the Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer return for Season 12  Episode 1, discussing the latest market developments, UK politics, global macro trends, a busy IPO pipeline, and the small-cap stocks they're watching. The team is joined by Rift Helium CEO Charlie Fitzroy to discuss the company's progress in Tanzania, upcoming drilling plans, and the growing importance of helium in global technology markets.

00:00:00 - 00:16:57:20 Intro
00:16:57:20 #RIFT Interview
00:40:11:21 #AGI 
00:45:10:21 #BZT 
00:48:50:20 #KEN 
00:52:08:08 #TM1 
00:54:34:12 #POLB 
00:54:47:00 #SVML 
00:55:00:21 #UPL 
00:55:57:05 #BUCE 
00:56:09:06 #TAR 
00:57:25:23 #FORG 
01:02:02:12 IPO’s

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 special edition of the Sunday Roast, Kevin Hornsby takes a look at some of the standout opportunities across the small-cap market, covering resource stocks, energy, biotech and a selection of exciting upcoming IPOs as we head towards the end of 2026.

00:00:00 Intro
00:02:30 #BZT 
00:09:25 #XTR 
00:14:58 #ATN 
00:16:50 #AJAX 
00:18:05 #TAR 
00:19:06 #FMET 
00:21:03 #KEN 
00:25:00 #AFP 
00:31:04 #KDR 
00:32:25 #TGR 
00:34:10 #CMRS 
00:35:05 #GLR 
00:41:34 #EPP 
00:43:31 #BUCE 
00:45:00 #AEG 
00:47:11 #POLB 
00:48:49 #SVNS 
00:50:39 #COIL 
00:53:52 IPOs  excited about and invested IN

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 Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Anthony Tennyson from Solvonis Therapeutics to discuss the company’s recent £1.3 million fundraise and how the new capital will support its three priority clinical programs.

The conversation covers the potential expansion of SVN 001 into Europe, progress towards Phase IIb readiness for SVN 002 in the US, ongoing work with the National Institute on Drug Abuse on SVN 015, and the key regulatory and clinical milestones investors should be watching over the coming months.

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 Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Alex King from Talon Resources to discuss the upcoming maiden diamond drilling programme at the Eagle Lake Gold Project in Ontario.

The conversation covers the expanded 1,375m drill campaign, four priority gold targets, the use of machine learning to refine drill locations, and what success from the first 11 holes could mean for the wider project.

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 Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Cathal Friel from European Green Transition to discuss the company’s strong first-half performance and the rapid growth of its wind energy services business.

The conversation covers EGT’s expanding repowering order book, its target of £17–18 million in revenue this year, the longer-term ambition of reaching £50 million in group revenue, opportunities in grid infrastructure and data centres, and the growing potential of Anemos as a software and condition-monitoring business.

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 Midweek Takeaway, Kevin Hornsby is joined by Charlie Long from Critical Mineral Resources to discuss the latest progress at the company’s copper project in Morocco.

The conversation covers ongoing drilling, work towards a maiden JORC resource, plans for a detailed feasibility study, the potential for a shallow open-pit development, and the company’s strategy to build a long-life copper operation with scalable production and strong cash flow potential.

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 Midweek Takeaway, Kevin Hornsby is joined by Ippolito Cattaneo, CEO of Ajax Resources plc to discuss the company's latest acquisition in Chile and the expansion of its South American portfolio.

The conversation covers the newly acquired polymetallic project, its silver, lead, zinc and copper potential, upcoming drilling across Argentina and Brazil, plans to advance projects towards production, and the catalysts management believes could drive significant value over the coming months.

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 Midweek Takeaway, Kevin Hornsby is joined by Paul Welch from Buccaneer Energy to discuss the company's expansion into the European gas market alongside continued growth in its cash-generating US operations.

The discussion covers production growth in Texas, the rationale behind the new European strategy, upcoming licence applications, and why management believes the company is well positioned to capitalise on Europe's growing demand for domestic gas supply.

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 Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird from Kendrick Resources to discuss the company's latest drilling success at its Teufelskuppe and Kiesehose Projects and why management believes it is rapidly emerging as one of the world's leading undeveloped rare earth assets. 

The discussion covers exceptional drilling consistency, the project's growing resource potential, metallurgical progress, upcoming maiden resource and economic studies, strategic interest from governments and industry, and the increasing importance of securing Western rare earth supply chains. 

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 Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird and Martin Churchouse from Xtract Resources to discuss the company's transition from explorer to producer following the commencement of production at the Silver King Copper Project in Zambia.

The discussion also covers progress at the KAS Antimony Project in Morocco, the move towards first concentrate production, underground and exploration plans, expansion opportunities across both projects, and why management believes Xtract is well positioned to generate long-term cash flow from its growing portfolio.

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.