The Sunday Roast

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Oliver Friesen, CEO of Guardian Metal Resources, to discuss the company’s latest progress at the Pilot Mountain tungsten project in Nevada. The conversation covers development milestones, US strategic metals demand, NYSE listing progress and how Guardian is positioning itself as a key domestic supplier for the American defence and industrial sectors.The episode also reflects on Guardian Metal’s growth journey over the past three years, exploration success and the company’s ambitions to move towards production.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.

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Martyn Churchouse from Kendrick Resources to discuss the company’s latest rare earth exploration update, highlighting high-grade mineralisation, expanding resource potential and growing strategic importance outside China’s supply chain.The conversation covers drilling progress, metallurgy, project scale and why Kendrick believes the project could develop into a significant rare earth asset.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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest political and geopolitical developments impacting global markets, including UK election results, tensions in the Middle East and the wider effect on commodities and investor sentiment.The show also features an interview with Dr Sotirios Stergiopoulos from Coiled Therapeutics plc , discussing the company’s oncology platform, progress around  AO-252  and its potential across multiple cancer indications.Later in the episode, Charles Archer joins the show alongside David Minchin from Halo Minerals Plc to discuss permitting progress, project development, financing strategy and future catalysts across the company’s portfolio.00:00 - 00:05:32 Weekly News Roundup00:05:32 #COIL Interview00:38:38 #HALO Interview01:02:32 #EPP 01:04:15 #DGQ01:05:50 #KEN 01:07:44 #AEG 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.

In this episode of The Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer are joined by Colin Bird and Martyn Churchouse from Kendrick Resources to discuss the company’s latest rare earths exploration progress.The discussion covers strong drill results, growing resource potential, metallurgy work, strategic interest from major players and the increasing importance of Western rare earth supply chains as demand continues to rise.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.

In this episode of The Midweek Takeaway, Kevin Hornsby and Charles Archer speak with Andrea Cattaneo, CEO of Zenith Energy, for an update on the company’s legal proceedings, oil recovery situation, solar portfolio and growing uranium strategy.They discuss the latest developments in court, Zenith’s focus on energy assets, and the company’s positioning across oil, solar and uranium opportunities.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.

In this episode of The Midweek Takeaway, Kevin Hornsby speaks with Michael Jones of Delta Technologies following the company’s latest breakthrough.They discuss the rapid progress from listing to filing a provisional patent in just six months, alongside developments in quantum technology and collaborations with leading universities including the University of Toronto and Penn State.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. 

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby speak with Ippolito Cattaneo, CEO of Ajax Resources, about the company’s strategy of acquiring undervalued mining assets and building value through development.The discussion focuses on their investment in a European uranium spin-out, the potential of historic mining licences, and how Ajax aims to unlock value across its broader portfolio.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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest market themes, including UK–US relations, soft power, crypto markets, commodities and the wider small-cap landscape.The show features interviews with Coinsilium Group, Critical Mineral Resources, and EnergyPathways plc, covering digital assets and prediction markets, Moroccan copper exploration, and the UK’s long-duration energy storage opportunity.The episode wraps up with the latest movers and shakers, plus the usual football, streaming and weekend chat.00:00 - 00:04:39 Weekly News Roundup00:04:39 #COIN Interview00:26:50 #CMRS Interview00:47:12 #EPP Interview01:07:28 #NOG 01:08:16 #SYNT #MILA 01:10:30 #QDE 01:12:37 #AML 01:16:06 #HALO 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.

In this episode of The Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer discuss the growing opportunity around international arbitration cases, market valuations, and the potential upside for investors.The episode features Andrea Cattaneo of Zenith Energy, alongside discussion around Panthera Resources and wider arbitration-linked small-cap opportunities, including claim values, legal milestones, possible settlements, and how these cases can unlock significant shareholder value.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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest global developments impacting markets, including geopolitical tensions in the Middle East and their effect on energy and investor sentiment.The show features interviews with Rift Helium, Solvonis Therapeutics plc, and Karelian Diamond Resources. Discussions cover helium exploration and market dynamics, advances in biotech and drug development strategy, and updates on diamond exploration and recent drilling progress.The episode wraps up with the latest market movers, fundraises, and commentary across key sectors.00:00 - 00:06:02 Weekly News Roundup00:06:02 #RIFT Interview00:47:38 #SVNS Interview01:16:25 #KDR Interview01:42:43 #DELT 01:43:26 #QDE 01:45:49 #AEG 01:47:34 #ONDO 01:51:24 #DELTA 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. 

In this episode of The Midweek Takeaway, Kevin Hornsby and Phil Carroll is joined by Paul from Active Energy Group to discuss the company’s digital infrastructure strategy and plans for a potential 100MW rollout in the UAE.The conversation covers the group’s low-cost power model, dual revenue streams through hosting and Bitcoin mining, and how partnerships are helping accelerate growth and future cash flow.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.

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer discuss the latest global market developments, including geopolitical tensions, energy markets, and macro trends shaping investor sentiment.The show features interviews with Sovereign Metals Limited, Zenith Energy, and Active Energy Group PLC, covering key updates across critical minerals, energy production, and digital infrastructure, alongside insights into financing, project development, and future growth plans.The episode wraps up with the latest market movers and a lighter look at football, Formula 1, and current events.00:00 - 00:11:04 Weekly News Roundup00:11:04 #SVML Interview00:31:10 #ZEN Interview00:47:31 #AEG Interview01:01:59 #TRAF 01:03:07 #WCAP 01:04:17 #DELTA 01:05:19 #HAMA 01:06:35 #GWMO 01:08:04 #AJAX #EGT 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.

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 Intro00:02:08 #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 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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest global developments impacting markets, including Middle East tensions, oil price movements, and wider macro uncertainty.The show features interviews with European Green Transition plc, Aterian plc, and Arkle Resources plc, covering renewable energy growth, AI-driven mineral exploration, and uranium opportunities amid rising demand for critical resources.The episode wraps up with key market movers across mining, commodities, and global equities, alongside broader insights into investor sentiment and macro trends.00:00 - 00:05:56 Weekly News Roundup00:05:56 #EGT Interview00:45:06 #ATN Interview00:57:55 #ARK Interview01:08:13 #BSFA 01:09:45 #GGP 01:12:12 #INC 01:16:25 #DGQ #GMET #XTR #EPP 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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the key global news shaping markets this week, including rising tensions in the Middle East and what this could mean for energy supply, inflation and overall market sentiment.The show features interviews with Fulcrum and Halo, covering tailings projects, copper resource development, and how innovative, ESG-focused approaches are unlocking value from legacy mining assets, alongside an interview with Aterian PLC exploring its latest developments and strategy.The episode also touches on the growing importance of critical minerals such as copper and tantalum, alongside broader trends in commodities, geopolitics and global macro.00:00 - 00:06:06 Weekly News Roundup00:06:06 #FMET Interview00:17:46 #HALO Interview00:52:57 #ATN Interview01:18:25 #PYX 01:18:35 #TGR01:20:50 #EGT 01:22:06 #KEN 01:22:53 #DGQ 01:23:17 #GMET 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.

This week on The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down a volatile macro backdrop, from rising geopolitical tensions in the Middle East to inflation risks and what it all means for markets.We’re joined by Panthera Resources, discussing its $1.5bn arbitration case against India, the timeline, potential outcomes, and why the market may be underpricing the opportunity.The team also speaks with Botswana Diamonds, exploring its AI-driven exploration strategy, vast geological database, and how it’s targeting multiple high-potential assets across Africa.Alongside the interviews, the team covers key small-cap movers, funding updates, commodities, and the broader outlook for gold, resources and global markets.00:00 - 00:08:50 Weekly News Roundup00:08:50 #PAT Interview 00:38:41 #BMIN Interview01:00:34 #KDR 01:03:23 #FCM 01:04:20 #WSBN 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. 

In this Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer are joined by Colin Bird to discuss the latest developments across his portfolio.The conversation covers Xtract Resources, Bezant Resources, African Pioneer and Kendrick Resources, with updates on project progress, exploration results and the pathway towards production and cash flow.Colin also shares insights into resource growth, development strategy and the broader opportunity across multiple assets, highlighting key catalysts and what investors can expect in the months ahead.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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the major global news shaping markets this week, including escalating tensions around Iran and the Strait of Hormuz, and what potential disruption to global energy supply could mean for oil prices, inflation and the wider global economy.The show features interviews with Paul Elliott, CEO of Active Energy Group, discussing the company’s UAE energy and digital infrastructure projects and plans to scale modular energy sites across the Gulf region, as well as Mark Creaser and Siam Kidd from Astrid Intelligence, who explore the growing opportunity around decentralized AI, BitTensor infrastructure and the company’s evolving strategy in the space.The episode wraps up with the latest movers and shakers across the markets, including commentary on energy, mining and tech stocks, along with broader insights into commodities, geopolitics and global macro trends driving investor sentiment.00:00 - 00:09:50    Weekly News Roundup00:09:50  #AEG Interview 00:22:04 #ASTR Interview00:56:48 #88E 00:57:18 #ZEN01:01:38 #PXEN 01:02:37 #VID 01:03:08 #SCE 01:08:00 #AJAX 01:08:06 #BZT 01:08:11 #KEN 01:08:16 #TM1  01:08:59 #FMET  01:09:09 #CMRS 01:09:15 #ARK 01:09:20 #SVNS 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. 

In this episode of The Midweek Takeaway, Kevin Hornsby and Charles Archer are joined by Pieter Krügel, CEO of Quantum Data Energy plc, to discuss the company’s recent transformation following its rebrand from Mast Energy.Pieter explains the progress made in strengthening the balance sheet, the remaining warrant overhang due to expire in July, and the strategy to scale the company’s flexible power generation portfolio toward a 300MW target through new developments and acquisitions.The conversation also covers the growing opportunity to supply power to AI data centres, the role of flexible gas generation in the UK energy mix, and how the company plans to grow revenue as new assets come online.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. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby are joined by Charles Archer to discuss the major market themes shaping the week, including rising geopolitical tensions around Iran and the Strait of Hormuz and what that could mean for global energy supply, commodities, and investor sentiment.The show features interviews with Rick Rule of Rule Investment Media, who shares his macro outlook on gold, silver and precious metals, the future of fiat currencies, and why he believes the long-term bull market in resources is still underway. The episode also includes company interviews with Arkle Resources and Ajax Resources, covering uranium exploration in Namibia, copper and silver development in Argentina, and the strategic decisions driving growth across the junior mining sector.00:00 - 00:51:45 Rick Rule Interview00:51:45 #ARK Interview01:22:23 #AJAX  Interview01:45:15 #GAL 01:46:33 #UJO #DELT 01:48:49 #SCE 01:51:33 #HEX 01:51:54 #SVML 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. 

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Paul Welch, CEO of Buccaneer Energy, to discuss the company’s £350,000 fundraise and the $425,000 acquisition of the Carlisle 1 well in Texas.Paul outlines how the deal lifts production to around 160 barrels of oil per day, with a clear pathway to 250–300 bopd through waterflood expansion and a 100% uplift from the organic oil recovery pilot. With operating costs below $5 per barrel and a sub-12 month payback period at current oil prices, the focus is firmly on cash flow growth and scaling the Pine Mills field.The conversation also covers reserve value versus market cap, the impact of rising oil prices amid geopolitical tensions, and Buccaneer’s strategy to grow both organically and through selective acquisitions as it targets 1,000 bopd and beyond.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

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby begin by discussing rising tensions around Iran and the potential impact on oil prices, gold and wider market volatility as geopolitical risk returns to the forefront.The show then moves into company interviews, starting with Hamak Strategy, outlining its gold and Bitcoin treasury approach and long-term value strategy. This is followed by Critical Mineral Resources, discussing its newly granted 10-year Moroccan mining licence and development plans, before the main guest Xtract Resources, which provides a detailed update on project progress, strategy and growth ambitions.The episode closes with small-cap movers and broader commentary on commodities and the increasing strategic importance of copper, rare earths and antimony in a shifting global supply chain.00:00 - 00:09:00   Weekly News Roundup00:09:00 #HAMA Interview00:34:35 #CMRS Interview00:51:10 #XTR Interview01:16:20  #IQE 01:17:15 #REE 01:17:41 #KEN 01:19:57 #ATN 01:21:02 #GMET 01:21:56 #FCM 01:23:25 #BRES 01:24:18 #AJAX 01:24:41 #GRX 01:24:54 #SVML 01:25:06 #MAST 01:26:17 #AEG 01:26:38 #DGQ 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.

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Pieter Krugel, CEO of Quantum Data Energy, to discuss the company’s accelerating growth in flexible generation.They cover progress at Highbridge, the Borders project partnership to reduce dilution, the upcoming 7.5MW and 5MW sites entering production, and the wider 40MW development pipeline. The conversation also touches on refinancing plans, free cash flow per megawatt, and how Quantum’s strategy positions it to benefit from rising AI and data centre energy demand.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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down the biggest geopolitical stories of the week — from royal headlines and UK political implications to rising tensions in the Middle East, the Strait of Hormuz risk premium, and the ongoing Russia-Ukraine conflict entering its fourth year.The show features in-depth interviews with Leon Coetzer (Jubilee Metals) and Ryan Mee (Fulcrum Metals). Jubilee discusses accelerating copper production in Zambia, expansion at Roan and Mufulira, progress at the Large Waste project, and the long-term resource growth strategy. Fulcrum outlines its Cyanide free multi metal recovery approach Supported by technology from extract and aligned with Bechtel.The episode wraps up with market reflections, commodity trends, and a broader discussion on gold, copper, and global macro risks shaping investor sentiment.00:00 - 00:11:47   Weekly News Roundup00:11:47 #JLP Interview00:43:46 #FMET Interview01:21:16 #AFRN 01:22:15 #KEN 01:23:54 #XTR 01:27:54 #BZT 01:28:16 #SBTX 01:29:59 #UOG 01:30:24 #SVML 01:30:57 #DGQ 01:31:55 #GMET 01:34:31 #ATNDisclaimer & 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. 

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Andrea Cattaneo, CEO of Zenith Energy, to discuss the company’s move into construction on its first three solar projects in Puglia and the rapid expansion of its Italian portfolio to over 125MW. Andrea explains Zenith’s clustered development strategy, agri-voltaic model, financing plans, and why the current market valuation may not reflect the value of its growing solar assets. The conversation also covers uranium progress and the upcoming arbitration milestone, as Zenith continues its transition from pipeline to production.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.

In this episode of The Midweek Takeaway, we’re joined by Paul Welch, CEO of Buccaneer Energy, to discuss the company’s successful organic oil recovery pilot at Pine Mills in East Texas.The low-cost treatment doubled production from 15 to 30 barrels per day, with one well’s water cut falling from 80% to zero — boosting both output and margins. Paul explains how the process works, how quickly it could impact cash flow, and plans to roll it out across the wider field in 2026.We also touch on growth ambitions, acquisition strategy, and the goal of significantly increasing production longer term.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

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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down the week’s biggest market stories — from UK political headlines and global macro tensions to the continued strength in gold, silver and Bitcoin, and what could unfold in the physical metals market as key futures deadlines approach.Kev reports back from Indaba with on-the-ground insights from across the mining and small-cap space, highlighting the companies that drew the most investor interest during a packed live presentation event.The show also features an in-depth discussion with Michael Jones, CEO of Delta Gold Technologies, alongside commentary from Charlie Archer, exploring gold-based quantum computing research, university partnerships and the wider commercial potential of nano-gold in quantum applications.The episode wraps up with the week’s movers and shakers across resources, rare earths, oil and small caps, plus what to watch next in the markets.00:00 - 00:08:14  Weekly News Roundup00:08:14 Indaba Visit ( #KEN - #FMET - #KEFI - #BZT - #AJAX  - #HAMA - #AFP - #CMRS - #PAT - #MIN - #JLP  ) 00:23:44 #DGQ Interview00:42:54 #CLA 00:43:17 #SNDA 00:46:33 #HREE 00:46:10 #REE 00:47:39 #AFRN  00:48:40 #HALO 00:50:23 #FMET 00:51:36 #HEX 00:52:07 #BZT 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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer break down the key political, macro, and market stories shaping the week.The team discusses rising political pressure in the UK, US monetary policy uncertainty, interest rate expectations, and the impact these themes are having across equities, commodities, and crypto markets.The show features in-depth interviews with Zenith Energy, covering progress across solar, uranium, and strategic energy assets in Europe, and Hamak Strategy, exploring its hybrid approach to West African gold exploration alongside a Bitcoin and physical gold treasury strategy.The episode wraps up with movers and shakers from the markets, standout small-cap performances, commentary on gold, silver, Bitcoin, and mining equities, plus a look ahead to the key trends and catalysts investors are watching.00:00 - 00:10:21  Weekly News Roundup00:10:21 #ZEN Interview00:34:14 #HAMA Interview00:57:59 #ORM 00:58:14 #IMC00:59:24 #TUN 01:03:39 #MILA 01:05:22 #ATN 01:06:01 #SWC 01:14:33 #DGQ 01:19:17 #UOG 01:22:03 #ALRT 01:22:55 #XTR 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.

In this episode of Midweek Takeaway, Phil Carroll is joined by Charles Bray, Chairman of Aterian, alongside Charles Archer, analyst and financial journalist, for a wide-ranging discussion on Aterian’s differentiated strategy across critical minerals.The conversation explores Aterian’s revenue-generating mineral trading operations in Rwanda, including margin expansion, traceability standards, and demand for conflict-free supply. The episode also covers exploration progress in the Kalahari Copper Belt (Botswana), copper projects in Morocco, lithium-tantalum-niobium exposure, and how AI partnerships are shaping target generation.The discussion concludes with upcoming 2026 catalysts, expected news flow, drilling timelines, and how Aterian aims to balance growth, partnerships, and shareholder value in a strengthening metals market.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.

In this episode of the Midweek Takeaway, we’re joined by Colin Bird, Executive Chairman of Extract Resources, to discuss their newly announced joint venture at the Silver King Mining License in Zambia. Colin unpacks the company’s path toward near-term copper production, the historical significance of Silver King, the project’s rapid development timeline, and the broader vision for Extract’s antimony project in Morocco. With infrastructure in place and exploration potential still unfolding, this is a timely conversation on the company’s growth prospects and strategic direction.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.

In this episode of Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird, Executive Chairman of African Pioneer, to discuss the company’s £1.8m fundraise and its strategy to advance copper projects across Southern Africa.The discussion focuses on the Gumbo copper project in Namibia, covering mine planning, development pathways, and the potential for open-pit and underground operations. Colin also shares insights into African Pioneer’s licences in Zambia and Botswana, copper market dynamics, and why the company believes its assets remain significantly undervalued.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. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down a dramatic week across global markets and geopolitics, with rising tensions involving Iran, ongoing uncertainty around US policy under Trump, and fresh volatility across gold, silver and currencies. The pair are joined by Charlie Long, CEO of Critical Mineral Resources, alongside Charles Archer, to discuss rapid progress at the Akademia copper project in Morocco, including shallow copper and gold discoveries, in-house drilling, and a clear path toward low-capex production. The show wraps up with movers and shakers from the markets, standout small-cap performances, and a deep dive into precious metals, crypto, and macro forces shaping investor sentiment.00:00 - 00:08:26 Weekly News Roundup 00:08:26 #CMRS Interview00:44:15 #EME00:44:57 #GEX 00:45:28 #KEN 00:46:46 #ASTR 00:47:46 #LND Interview00:58:17  #TRT 00:58:55 #GOLD #SILVER 01:12:22 #DGQ 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. 

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Alexander and Glenn from LANDORE RESOURCES LTD to discuss the company’s updated 2026 Mineral Resource Estimate and strategic outlook at the Junior Lake gold project in northwestern Ontario. The conversation focuses on confidence and de-risking over headline ounces, the quality of the updated SIM-compliant resource, and the wider potential across the greenstone belt. The team also explore next steps for exploration, development pathways, and strategic options including partnerships and potential asset monetisation.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.

In this episode of The Midweek Takeaway, we’re joined by Andrea Cattaneo, CEO of Zenith Energy, to discuss the company’s latest legal update and what it signals ahead of major arbitration hearings scheduled for April 2026. Andrea explains the role of investment treaty protection, why Zenith has strengthened its international legal team at this stage, and how the wider dispute with Tunisia has shaped the company’s strategy across multiple arbitration processes. We also touch on the background to Zenith’s Tunisia acquisitions during the COVID period, the claims being pursued, and why the company believes it remains positioned for a significant outcome as the case moves toward its final phase.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.

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down the key macro and market stories shaping the week, including geopolitical tensions, shifting global power dynamics, and what they mean for currencies, commodities and investor sentiment.The discussion covers record moves in gold, silver and platinum, questions around the US dollar, bond markets, inflation, and the growing importance of critical metals in a world driven by AI, energy demand and defence spending.The show features in-depth interviews with Colin Bird (Kendrick Resources) and Sapan Ghai (Sovereign Metals), exploring rare earth opportunities, copper and critical minerals, project economics, funding pathways and the strategic importance of secure supply chains.The episode wraps up with movers and shakers from the markets, standout stock performances, updates across mining, energy and crypto, and a look at Bitcoin, gold-linked investment products, and broader trends driving the markets.00:00 - 00:05:55 Weekly News Roundup 00:05:55 #KEN Interview00:42:48 #SVML Interview01:04:18 #GRL 01:04:48 #KEN 01:04:55 #TUN 01:08:14 #PRD 01:09:31 Bitcoin Gold ETP01:13:07 12 Stocks Update #XTR #JLP #GMET #BZT #DGQ #AMRQ #SVML #AJAX #EPP #SVNS #AFC #INC 01:16:18 #ASTR 01:20:39 #TIR 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. 

In this episode of The Midweek Takeaway, Kevin Hornsby is joined by Paul Elliott, CEO of Active Energy Group, to discuss the company’s latest Saudi Arabia licence approval and what it unlocks for future growth.Paul explains how Active Energy plans to leverage unused solar and excess power through modular energy units, opening the door to AI and data-driven infrastructure projects across Saudi Arabia and the wider Middle East. With access to government backing, grant funding, and potential routes into the Saudi Public Investment Fund, the conversation highlights how the company is positioning itself for scalable revenues and long-term expansion.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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby cover the key market headlines shaping the week, from rising geopolitical tensions and shifting currency dynamics to record moves in gold, silver and Bitcoin.The show features in-depth interviews with Scott Ellam (Connecting Excellence), Paul Elliott (Active Energy) , and Leon Coetzer (Jubilee Metals) , discussing Bitcoin treasury strategies, energy infrastructure, and the evolving copper market.The episode wraps up with movers and shakers from the markets, standout small-cap performances, and a look at commodities, crypto, and global macro trends driving investor sentiment.00:00 - 00:07:19 Weekly News Roundup 00:07:19 #XCE Interview00:48:39 #AEG Interview01:04:40 #JLP Interview01:22:11 #BHL01:23:56 #ORCP 01:25:20 #COIN 01:27:16 #MKA 01:32:01 #ATN 01:33:59 #HAMA 01:34:55 3A’s #AJAX #AEG #ASTR 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. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby kick off 2026 by breaking down the latest global political tensions, shifting power dynamics, and what they could mean for markets.They’re joined by Siam Kidd and Mark Creaser from Astrid Intelligence to discuss decentralized AI, BitTensor, and how digital infrastructure could reshape the future of investing.The episode also covers standout movers in the small-cap space, resource stocks gaining momentum, developments across commodities like gold, silver and copper, plus the usual market insights, opinions, and end-of-week reflections you’ve come to expect from The Roast.00:00 - 00:09:47 Weekly News Roundup 00:09:47 #ASTR Interview00:52:47 #MBO 00:54:37 #GAL00:56:20 #BZT 00:56:40 #XTR 00:58:26 #GGP #AMRQ 00:58:48 #GRX 00:59:40 #ALBA 00:59:46 #BUCE 00:59:59 #EDEN 01:00:46 #SVNS 01:01:47 #IMM 01:01:52 #INC 01:02:56 #ALRT 01:03:02 #AFP 01:03:07 #AFC #ZEN 01:03:13 #AEG 01:03:48 #ASTR 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. 

In this Midweek Takeaway, the team is joined by Paul Welch of Buccaneer Energy, alongside Charles Archer, following Charles’s recent article highlighting why the company appears materially undervalued relative to its assets and cashflow potential.Paul discusses Buccaneer’s pivot to a waterflood development strategy after securing additional acreage, explaining how this could significantly increase recovery rates at relatively low cost. The conversation also covers expected production uplift, operating costs, lessons from the recent well result, and why a sidetrack still offers strong upside.The episode wraps up with an overview of Buccaneer’s low-cost production profile, near-term growth opportunities, and Paul’s view that oil prices are likely higher this time next year, potentially back into the $70s.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

Welcome to our New Year’s Day Special — The Watchful Dozen.In this episode, Phil Carroll and Kevin Hornsby discuss a selection of under-the-radar companies that didn’t make the Top 12 picks for 2026, but remain firmly on the watchlist. We cover the key themes, recent developments, and what could put these companies in the spotlight during the year ahead.00:00:42 #ATN 00:01:28 #CGNR #KDR00:06:07 #GRX 00:08:56 #GLR 00:10:57 #EST 00:13:03 #FCM 00:14:46 #GROC 00:15:36 #WCAP 00:18:52 #MAST 00:21:10 #BUCE 00:24:33 #ASTR #TIR00:26:59 #SMLDisclaimer & 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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer look ahead to 2026, sharing 12 stocks on their radar alongside a selection of high-risk, high-reward moonshots.The discussion covers mining, energy, biotech, defence, AI, and emerging technologies, with insights into project development, valuation mismatches, geopolitical de-risking, and long-term catalysts. The team also shares their outlook on gold, silver, and copper prices and how macro trends could shape the next stage of the commodities cycle.00:01:17 #AMRQ 00:01:57 #ARS 00:02:41 #GMET 00:04:13 #DGQ00:05:44 #EPP 00:07:50 #SVML00:09:46 #BZT  00:11:06 #JLP 00:12:33 #XTR 00:16:13 #SVNS 00:20:32 #AJAX 00:23:21 #INC 00:27:26 #AFC 00:28:59 #ALRT 00:30:26 #AFP 00:31:08 #AEG 00:32:20 #ZEN 00:34:28 #IMM 00:38:21 Copper, Gold, SilverDisclaimer & 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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer review their 2025 Radar Stocks portfolio and break down the numbers behind the performance. They discuss what an £120k split across the picks would be worth now, compare it to index returns, and underline why diversification matters—especially when some names suffer heavy drawdowns while a few big winners drive the overall result.The team runs through the key movers across the list, including the standouts and the laggards, sharing honest takeaways on small-cap volatility, when (and when not) to take profits, and why conviction can still matter over multi-year timeframes. They close by teasing the upcoming Radar Picks for 2026.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. 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer run through the week’s key market and macro themes, from inflation, interest rates and currency weakness to shifting political and economic pressures.The conversation turns to gold and silver, physical supply tightness, paper market distortions and why precious metals are increasingly viewed as protection rather than speculation. With Rick Rule unable to join, Charles steps in to unpack his core thinking around purchasing power, inflation and capital preservation.The episode also features a conversation with John Minett, CEO of Nichols Cars, exploring motorsport heritage, the Nichols N1A and the future of specialist performance car manufacturing, before wrapping up with Movers & Shakers across mining, defence and critical metals.00:00 - 00:12:19 Weekly News Roundup 00:12:19 Fake Rick for the day ! 00:36:44 Introduction to Nichols Collective00:49:04 #ARCM 00:50:25 #SVML 00:51:58 #POLX 00:52:21 #VLRM 00:52:48 #ALRT 00:55:13 #GMETDisclaimer & 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. 

In this Midweek Takeaway, Kevin Hornsby and Phil Carroll are joined by Leon Coetzer of Jubilee Metals to discuss a transformational period for the company. Leon explains how 2025 marked a strategic reset, repositioning Jubilee as a focused Zambian copper producerfollowing major investment across Roan and Mufulira.They explore the recovery in copper production, progress across Jubilee’s Zambian operations, and the strategic disposal of the South African chrome and PGM assets. With the foundations now in place, the discussion looks ahead to 2026 as a delivery year, driven by rising copper output and long-term growth 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. 

In this Midweek Takeaway, Kevin and Phil speak with  Colin Bird, Executive Chairman of Bezant Resources, following the completion of the company’s 90% acquisition of Namib Lead Zinc Mining.Colin explains why acquiring an existing processing plant is a game-changing step, significantly reducing capex, permitting risk, and development timelines. He also outlines the production strategy, near-term cashflow potential, and additional upside from zinc and silver, alongside a bullish outlook for copper as the project moves toward production.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. 

In this episode of The Midweek Takeaway, the team is joined by Sapan Ghai, CEO of Sovereign Metals, to discuss a major de-risking milestone for the company following a collaboration agreement with the IFC, the World Bank’s private sector arm. Sapan explains how the partnership supports the project’s DFS, ESG standards, and creates a clear pathway to debt and potential equity financing for the Kasiya rutile and graphite project in Malawi. The conversation also explores geopolitical de-risking, critical minerals supply chains, and why this development positions Sovereign Metals as one of the most compelling mining stories heading into the next phase of development.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.

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby run through a packed week of headlines and markets, from health concerns around the H3N2 flu strain to growing pressure on UK and US systems. The lads also dive into sport, covering controversy around 2026 World Cup ticket prices, a busy week in the Champions League and Premier League, and Lando Norris clinching his first Formula One world title.The show features conversations with Charles Bray and Simon Rollason of Aterian on their AI-driven exploration joint venture across Africa, alongside Marc Sale and James Knowles of First Class Metals, who discuss drilling progress, gold assets, and innovative tokenised project funding. The episode also includes a special segment with Ippolito Cattaneo, CEO of Ajax Resources, before rounding off with the Movers & Shakers of the week across energy, mining, and wider markets.00:00 - 00:09:24 Weekly News Roundup 00:09:24 #ATN  Interview00:35:21  #FCM Interview01:01:19 #ECO  01:02:14 #PREM  01:04:12 #AJAX  01:04:46 #AJAX Interview Parts01:17:36 #ATN 01:18:12 #FCM 01:18:33 #BZT 01:16:05 #GMET  01:20:06 #EST  01:23:40 #GROC  01:24:16 #INC  01:24:51 #COBR  01:26:54 #GRX 01:28:41 Wider Markets 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. 

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby sit down with  ⁠Ippolito Cattaneo, CEO of Ajax Resources, to unpack the company’s transformative acquisition of the Parreira Vale gold project in Brazil. Cattaneo discusses the strategic partnership with Appian Capital, the geological upside of an oxide-rich system with only 10% of the ground drilled, and Ajax’s plan to deliver a maiden JORC resource through a phased exploration program. The conversation widens into Ajax’s fast-growing South American portfolio, its focus on past-producing assets, funding strategy, drilling timelines, and how the company aims to evolve from opportunistic acquisitions into a near-term producer.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. 

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby kick things off with a look at the week’s major geopolitical and market shifts — including renewed tensions between Russia and Ukraine, sharp moves in commodities, and a noticeable change in global risk sentiment. The lads then sit down with Michael Jones, CEO of Delta Gold Technologies, to unpack the company’s debut on the market and its ambitious plan to use gold-based nanotechnology to stabilise qubits in next-generation quantum computing. Finally, they round things off with a run through the week’s movers across mining, energy, and crypto, highlighting where opportunities — and risks — may be emerging as year-end approaches.00:00 - 00:08:03  Weekly News Roundup 00:08:03 #DGQ Interview00:47:07 #AYM 00:48:31 #DELT 00:49:28 #FTSE 00:52:03 #BZT 00:52:30 #BSFA 00:53:26 #MAST 00:53:50 US Market00:54:36 $BTC00:58:44 #JLP 00:59:25 #GMET 01:00:14 #SVNS 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.