Episodes

  • 2121: Q&A with TOORU Plc: How to Build a Brand & Spot the Next Big Opportunity

    2121: Q&A with TOORU Plc: How to Build a Brand & Spot the Next Big Opportunity
    Jun 13 2025
    In this exclusive chat, we sit down with Scott Livingston (CEO) and Nick Lee (Non-Executive Chairman) of Tooru plc—the newly rebranded health & wellness group behind Juvela, Pulsin, and OAF (now in Tesco).

    From product to portfolio, they unpack what it takes to grow consumer brands—and where the next wave of opportunity lies in the wellness market.
    Key themes:
    - Building brands with purpose
    - Spotting scalable wellness trends
    - The road to retail with OAF
    - What’s next for Tooru plc
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    12 mins
  • 2120: Q&A with Blencowe Resources CEO, Mike Ralston

    2120: Q&A with Blencowe Resources CEO, Mike Ralston
    Jun 13 2025
    Blencowe Resources has put out a useful-looking announcement regarding the European Union's project SAFELOOP, to which it has exclusive rights to supply natural flake graphite. Mike Ralston talks us through the implications of progress at SAFELOOP for Blencowe, and also airs his thoughts on valuations in the graphite space and where Blencowe goes from here.
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    12 mins
  • 2119: Q&A with Vinanz CEO, Hewie Rattray

    2119: Q&A with Vinanz CEO, Hewie Rattray
    Jun 12 2025
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    It was a very special privilege to meet HEWIE RATTRAY CEO of VINANZ #BTC - the Bitcoin Mining specialist. I am confident that this company with its focus currently in the US and Canada, will bring unique value to the development of trading Bitcoin. Despite acute competition, VINANZ will more than hold its own with its very specialised value. I also feel a London quotation will enhance its brand as well as its business development.
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    12 mins
  • 2118: Small-cap Investing with Paul Hill and Paul Scott

    2118: Small-cap Investing with Paul Hill and Paul Scott
    Jun 12 2025
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    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.00:00 Winners & losers from yesterday’s spending review
    01:40 Vistry
    03:30 Bellway
    05:00 Ibstock
    09:40 Volex
    13:00 Equity outlook and profit taking
    16:25 Cordel
    20:25 Argentex
    22:50 Beeks
    27:10 Cerillion
    31:55 Pinewood Technologies
    35:10 Bango
    41:50 GB Group
    46:05 Iomart
    48:25 Use of stop losses
    50:00 ONDO Insurtech
    56:35 Celebrus Technologies
    61:55 theWorks
    64:25 System1
    66:00 Impact of Gen AI on MarTech and advertising stocks
    71:10 MA& surge and Ricardo takeover

    #VTY #BWY #IBST #VLX #CRDL #AGFX #BKS #CER #PINE #BGO #GBG #IOM #ONDO #CLBS #WRKS #SYS1 #RCDO
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    1 hr and 17 mins
  • 2117: Q&A with Pinnacle Silver and Gold

    2117: Q&A with Pinnacle Silver and Gold
    Jun 11 2025
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    Recent channel sampling from Pinnacle Silver's El Potrero project in Mexico returned very high grades of both silver and gold. Chief executive Bob Archer is travelling down there next week with a team of consultants to assess next steps. High on the agenda will be ways and means of refurbishing the old plant at the project, while a consideration of permitting will also be undertaken. Here Archer tells us of his aspirations to get this high grade project back into production as soon as possible, and outlines what the next steps will be
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    14 mins
  • 2116: Rome Resources chief executive Paul Barrett on latest at Mont Agoma

    2116: Rome Resources chief executive Paul Barrett on latest at Mont Agoma
    Jun 10 2025
    Rome Resources is continuing with its extensive exploration programme in the eastern Democratic Republic of Congo, where it has already discovered substantial tin mineralisation on its Bisie North project. The company is operating just eight kilometres away from Alphamin, which is one of the world's major tin producers and which has just attractive a significant investment from the Abu Dhabi sovereign wealth fund. In addition, Rome Resources recently announced the identification of a new mineralised zone at Mont Agoma.
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    11 mins
  • 2115: Cailey Barker: Specialty metals, gold, and the state of the mining sector

    2115: Cailey Barker: Specialty metals, gold, and the state of the mining sector
    Jun 10 2025
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    Cailey Barker was an analyst at BlackRock for many years. He recently took a job as managing director of Xcelsior Capital, a private credit specialist that is part of the broader Wogen commodities trading group. Wogen is one of the major players in specialty metals trading, a niche mining area that often seems opaque to the more general investor. Here, Cailey takes us under the hood, and tells us where he sees opportunity in the specialty metals space. The conversation then broadens out into the state of the broader mining sector, and specifically gold.
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    1 hr and 11 mins
  • 2107: Harry Anagnostaras-Adams discusses KEFI's full year results and the way ahead

    2107: Harry Anagnostaras-Adams discusses KEFI's full year results and the way ahead
    Jun 10 2025
    KEFI's in-country position inside Ethiopia looks increasingly secure as major banks, joint venture partners and government entities have all pledged support and then delivered. The company now has major institutions on its share register and looks set fair to begin construction of the Tulu Kapi gold mine shortly. In the background the continuing strength in gold means the economics are robust to say the least. So it's all systems go from here
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    21 mins
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