In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer deliver their April 2026 quarterly portfolio review, breaking down key stocks across the watchlist including #DELTA, #GMET, #AMRQ, #BZT, #EPP, #SVML, #XTR, #SVNS, #JLP, #ARS, #AJAX and more.
The discussion covers major movers, market trends, and high-conviction “moonshot” plays, with insights into commodities, energy, AI, and the global macro backdrop shaping investor sentiment.
00:00 - 00:02:08 Intro
00:02:08 #DELTA
00:03:16 #GMET
00:04:30 #AMRQ
00:05:36 #BZT
00:06:46 #EPP
00:07:39 #SVML
00:09:54 #XTR
00:11:59 #SVNS
00:14:04 #JLP
00:17:42 #ARS
00:18:16 #AJAX
00:24:24 #GWMO
00:27:42 #ATN
00:32:54 #EGT
00:39:05 #ZEN
00:41:19 #IMM
00:44:58 #ALRT
00:45:51 #AFC
00:47:32 #AFP
00:48:12 #AEG
00:49:52 #UPL
00:50:01 #WCAP
00:50:13 #HAMA
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.