The Traders Cafe with Zak Mir

Zak Mir is joined by Sunday Roast regulars Albert Arthur, Kevin Hornsby and Phil Carroll for more stock market banter. This week the lads reminisce over the past three months of Roasts in the season finale.

Podcast Minutes:

34s Zak on emerging from house arrest

1m 29m Phil’s three standout stocks

1s 36m Forbes Ventures (FOR)

2m 03s Valereum Blockchain (VLRM)

2m 30s Caerus Minerals (CMRS)

3m 26s Kevin on Caerus

4m 39s Zoetic (ZOE)

4m 59s  Rambler (RMM)

5m 42s Netscientific (NSCI)

7m 44s Love Hemp (LIFE)

8m 55s Dukemount (DKE)

10m 23s Phil on taking losses

11m 20 on Love Hemp

11m 55s Kevin on MyHealthChecked (MHC)

13m 32m Phil on building positions

14m 19s Albert’s black box

14m 54s on Futura Medical (FUM)

15m 50s MyHealthChecked

16m 11s Netscientific

17m 06s Vector Capital (VCAP)

21m 31s Phil on Vector Capital (VCAP)

22m 13s Albert on portfolio compression

23m 23s on Scancell (SCLP)

23m 48s Albert’s highlights

25m 05s Zak on listening the Roast

26m 32s on Supply@Me Capital (SYME)

26m 53s Albert’s strict rules

27m 38s Phil on listener feedback

28m 53s Albert on dealing with controversy

29m 33s Kevin on social media behaviour

30m 22s Phil on the digital footprint

31m 12s Kevin on summer plans

32m 20m Vector Capital (VCAP)

32m 50s on Dukemount, Zoetic, Netscientic, Caerus, Cloudbreak, Love Hemp

33m 30s Kevin on learning from the Roast

35m 29s Phil on finding new stocks

36m 13s Kevin on researching

37m 15s Phil on Eureka moments

38m 38s Albert on the horse’s mouth

39m 20s Kevin and Albert on the start of the Roast

40m 40s Zak on the Roast

41m 59s Phil on an Albert showreel

42m 49s Albert on learning Spanish, his garden and the Roast love story

47m 02s Phil on the fragility of life

47m 47s Albert on making memories

48m 40s Kevin on cheap memories

49m 30s Albert on the strawberry moon

50m 22s Cliff Richard sings Summer Holiday

Zak Mir talks to Nicholas Lee, Director, Pires Investments, about investee company VividQ, which has announced a seed extension round of £11m. The new investment round has taken place at a significantly higher valuation compared to the valuation at which the initial investment was made by SVV and SV - through which Pires has invested in VividQ.

Zak Mir talks to Jonathan Hunter, CEO Eleco in the wake of the company's recent strategic view and how it will focus on the sweet spots of the business to maximise opportunities going forward.

Zak Mir talks to Agam Jain, CEO Vector Capital, about the commercial lender's position in the market, the motives behind the recent £1.5m fund raise and the outlook for the company over the rest of 2021

Zak Mir is joined by regulars Albert Arthur, Kevin Hornsby and Phil Carroll for more stock market banter. This week's guests are Kyler Hardy and Rory Kutluoglu from Cloudbreak Discovery.

Podcast Minutes:

10s Zak’s House Arrest

45s Zak on bar stools

1m 43s Albert’s Ibiza experience

4m 45s his NHS visitor

5m 40m on Portfolio Compression

6m 34s Kevin on the 2 metre rule

7m 24s Phil on Barnard Castle and his week

8m 33m Albert on Deepverge (DVRG) and Scancell (SCLP)

12m 47s Kevin’s week

13m 15s on Dukemount (DKE)

14m 30s Caerus (CMRS)

15m 50s Introduction to Cloudbreak Discovery (CDL) with CEO Kyler Hardy and VP Exploration Rory Kutluoglu

17m 25m Albert asks about Cloudbreak’s focus?

19m 30m Phil asks Rory what he looks for in projects?

21m 49s Albert asks whether an algorithm or checklist is used?

25m 14s Albert asks about blowing things up?

26m 17s Kevin asks Rory how many projects Cloudbreak have?

28m 05s Kevin asks about Anglo African?

31m 44s Kevin asks about Boron and Titanium Oxide uses?

33m 10s Kevin asks about the value of its Boron and Titanium Oxide assets?

33m 42s Phil asks about Imperial Helium?

40m 30m Phil asks Kyler about Helium plays?

41m 32m Kevin asks Kyler what Helium is used for?

43m 08s Albert asks how Helium is made?

44m 30s Kyler explains Helium supply.

45m 56s Kevin asks how Helium is extracted?

46m 25s Kevin asks about production timelines?

47m 08s Kevin asks about valuation on Cloudbreak’s Helium asset?

48m 15s Kevin asks about the Piskanja Project in Serbia?

49m 18s Phil asks about Temas’s investment in Piskanja?

50m 42s Phil asks how exciting the Piskanja Project and the Borate market is?

53m 06s Kevin asks about South Timmins?

58m 30s Kevin ask where Kyler and Rory would invest $100,000?

1h 03m 28s Albert asks about Uranium?

1h 08m 00s Kevin sums up Cloudbreak

1h 08m 46s Zak finds out Melissa Sturgess has left Cloudbreak.

1h 10m 00s Rory talks about the exploration space.

1h 10m 30s Kevin talks the Cloudbreak pipeline

1h 12m 06s Kevin on MyHealthChecked (MHC)

1h 12m 37s on Remote Monitored Systems (RMS)

1m 13m 14s the Caerus AGM

1m 13m 37s Cloudbreak

1m 14m 26s Dukemount

1m 14m 50s Netscientific (NSCI)

1h 15m 17s Phil on Love Hemp (LIFE)

1h 16m 30s Albert on Love Hemp and market sentiment.

1h 19m 20s Kevin on Love Hemp

1h 21m 30s Albert on Synairgen (SNG)

1h 22m 45s on Mercantile Ports (MPL)

1h 23m 30s Albert’s defence mode strategy

Zak Mir catches up with Nicholas Lee, Director, Pires Investments, in the wake of investee company Smarttech247 latest bumper contract announcement.

Zak Mir catches up with David Minchin, CEO Helium One in the wake of this week's announcement of the presence of  helium enriched gas in drilling mud in the Lake Bed Formation while drilling Tai-1 well at the Rukwa Project in Tanzania.

Zak Mir catches up Yoav Keren, CEO and John Taylor, NED, Brandshield Systems in the wake of final results for the year ended 31 December 2020 which have unveiled sharp rises in key metrics in recent months.

Zak Mir catches up with Colin Bird, Executive Chairman in the wake of assays from the final two drill holes completed on the Phase One diamond drilling programme at the Racecourse Mineral Resource on the Bushranger copper-gold exploration project, in Australia. Colin Bird also runs through the latest Xtract news from Zambia.

Zak Mir is joined by Sunday Roast regulars Kevin Hornsby and Phil Carroll for more stock market banter. Their guests this week are Paul Gazzard and Geoffrey Dart from Dukemount Capital.

Podcast Minutes:

31s Phil’s week: Albert’s absence

1m 18s  on Valereum Blockchain (VLRM)

2m 04s Caerus Minerals (CMRS)

5m 03s Dukemount Capital (DKE)

5m 45s Zak on men in skirts

6m 32s Kevin’s week

7m 05s on Netscientific (NSCI)

7m 15s Valereum

7m 41s Caerus

8m 47s Cloudbreak (CDL)

9m 48s Love Hemp (LIFE)

11m 00s Dukemount

13m 00s Paul Gazzard NED and Geoffrey Dart Chairman Dukemount

18m 44s Zak on the bridging loan analogy

19m 33s Paul on construction finance

20m 54s Geoffrey on ESG compliance and dealing with Rolls Royce

21m 55s Kevin on Dukemount getting cash for an opportunity

24m 24s Paul on Dukemount’s value creation vs dilution

25m 05s Kevin on completing the project

25m 38s Paul on £10m of book value

26m 11s Kevin on future project numbers

27m 59s Paul on the project pipeline

28m 16m Kevin on creating a utility company

28m 53s Paul on the growth of the electricity market.

29m 38s Kevin on EV needs

29m 48m Geoffrey on his family being in DKE at 0.65p

30m 39s Paul on explaining the deal

31m 06s Kevin on the DKE rollercoaster

32m 27s Phil on RNS confusion and funding

34m 20s Kevin on going to brokers

34m 45s Phil on City brokers

35m 29s Phil asks Paul about the sites

38m 11s Kevin on premium high quality debt

38m 42s Paul on debt pricing and utility risk assets

40m 45s Phil asks Paul about the gas peaking market

44m 28s Phil asks Paul about getting future plants

45m 45s Phil asks Paul about grants

47m 45s Paul says thank you for the opportunity of explaining Dukemount

48m 32s Phil’s week ahead

49m 00s Kevin sings Happy Birthday to Phil

49m 54s Phil on the Investors Wellness Forum and mental health

54m 20s Paul on the merit on the Roast format

55m 00s Kevin on depression, training as a psychotherapist and online abuse

56m 21s Phil on written and recorded online abuse

58m 43s Zak on venting anger with investments

59m 26s Paul on taking risks in the markets

1h 00m 25s Phil on taking responsibility for investments