S11 Ep46: Midweek Takeaway with Sapan Ghai, Chief Commercial Officer of Sovereign Metals Limited (AIM:SVML) #SVML

In this episode of The Midweek Takeaway, we’re joined by Sapan Ghai, Chief Commercial Officer of Sovereign Metals Limited to discuss the company’s latest non-binding MOU with Praxis under the US Government’s Project Volt Strategic Critical Minerals Reserve.We dive into the significance of refractory-grade graphite supply to the US, the broader reshoring and critical minerals strategy, and why Sovereign’s Kasiya Project — hosting world-class rutile and graphite — continues to attract global interest. The conversation also covers the upcoming DFS, rare earth by-product potential, Rio Tinto’s option timeline, funding strategy, and the long-term production outlook.With a previously stated NPV of c.$2.5bn and a multi-decade resource base, we explore how the market is valuing the project today versus its long-term potential.Disclaimer & Declaration of InterestThis 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.