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Share Talk and Share Talk LTD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Share Talk and Share Talk LTD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Share Talk LTD
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Share Talk and Share Talk LTD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Share Talk and Share Talk LTD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Designed for Private - Retail Investors, bloggers, brokers, PR, listed companies to communicate on one information portal. Please note we are an unregulated website and will never give out advice. We are here to make investing a level playing field.
1335 에피소드
모두 재생(하지 않음)으로 표시
Manage series 1128869
Share Talk and Share Talk LTD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Share Talk and Share Talk LTD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Designed for Private - Retail Investors, bloggers, brokers, PR, listed companies to communicate on one information portal. Please note we are an unregulated website and will never give out advice. We are here to make investing a level playing field.
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Share Talk LTD

1 Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium Group Limited 12:11
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Coinsilium's Strategic Approach to Bitcoin Treasury Management Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium, as the Aquis-quoted digital asset investor and venture builder provides an update on its Bitcoin treasury activity and that of its wholly owned Gibraltar subsidiary, Forza Gibraltar Limited, established to implement the company’s dedicated Bitcoin-focused treasury operations. Palle describes the progress of Coinsilium over the recent Bitcoin Treasury Strategy boom and how the company's experience in the digital space is a key differentiator. Raising Capital and Deploying Bitcoin Treasury Strategy Malcolm highlights that Coinsilium’s Bitcoin treasury strategy is built on three essential pillars: raising capital, purchasing Bitcoin, and communicating these developments to shareholders and the market. The company’s ability to acquire Bitcoin is directly tied to the funds raised, and despite the challenges presented by the UK market—particularly compared to the more mature US ecosystem—Coinsilium remains optimistic about its growth trajectory. Recently, Coinsilium completed a £5 million placing alongside a £510,000 wrap with Winterflood, which was significantly oversubscribed. This marks the company’s largest fundraising effort to date, underscoring strong investor confidence. Importantly, all new funds raised are dedicated almost exclusively to Bitcoin purchases, with only minimal allocation for working capital and no other investments outside the core focus. In addition to the fresh capital raise, Coinsilium acquired approximately 12 more Bitcoin from its existing resources, bringing the total to 124 Bitcoin as of mid-2024. Malcolm anticipates that following the deployment of the new funds, the company’s Bitcoin holdings could increase by nearly 50%, a substantial boost that will further cement Coinsilium’s position as a leverage play on Bitcoin. Navigating Market Volatility and Funding Dynamics Malcolm candidly acknowledges the turbulent market conditions, likening the current environment to flying a plane through heavy turbulence. Despite this, he advises investors to maintain a long-term perspective, focusing on the broader horizon rather than short-term market noise. The dynamic nature of funding availability and market capitalization impacts Coinsilium’s ability to raise capital, but recent developments such as Oak Securities’ launch of a dedicated digital asset fund provide encouraging signs of growing institutional support. Coinsilium’s lean operational structure—without large teams or costly offices—means that a smaller proportion of funds raised must be allocated to overheads. This efficiency allows more capital to be directed toward Bitcoin acquisition, further reinforcing the company’s core treasury strategy. What Differentiates Coinsilium in a Crowded Market With an increasing number of companies adopting Bitcoin treasury strategies, Malcolm stresses the importance of experience and a well-defined approach. Coinsilium’s long-standing presence in the digital asset space provides a strong foundation, contrasting with many newer entrants who may lack a robust strategy or the ability to sustain funding over multiple raises. He urges investors and companies alike to conduct thorough research before entering this space. Holding some Bitcoin on a balance sheet is not sufficient; a company’s roadmap, treasury policy, and strategic vision must be carefully examined. Coinsilium’s publicly available Bitcoin treasury policy outlines its objectives and methodology, serving as a valuable resource for understanding the company’s commitment to this space. Malcolm also highlights the importance of understanding the concept of a leverage play on Bitcoin. Investors often evaluate companies based on the "MNAV" (multiple of net asset value), which functions similarly to a price-to-earnings ratio in traditional equity markets. This metric helps determine whether a company’s valuation is justified by its Bitcoin holdings and growth prospects. Regulatory and Structural Considerations in the UK Unlike some US counterparts, UK companies face additional regulatory complexities when structuring Bitcoin treasury operations. Companies cannot simply exist as entities that hold Bitcoin; they must have underlying business activities that differentiate them from passive holders or trackers of cryptocurrency value. Coinsilium meets these requirements through its diversified investments and operational ventures, including its wholly owned Gibraltar subsidiary, Forza Gibraltar Limited, which focuses on Bitcoin treasury operations. These regulatory nuances add a layer of complexity but also contribute to the credibility and sustainability of companies like Coinsilium in the UK market. As the regulatory environment evolves, Malcolm remains hopeful that conditions will become even more conducive to growth in this sector. Looking Ahead: Continued Growth and Market Engagement Coinsilium is poised to continue its momentum, with several announcements planned over the summer to keep the growth flywheel turning. The company’s strategy of raising capital, acquiring Bitcoin, and communicating progress is expected to persist as market conditions stabilize and institutional involvement deepens. Malcolm’s final message for investors is one of cautious optimism: despite volatility and funding challenges, Coinsilium’s disciplined approach and deep experience position it well to capitalize on the expanding Bitcoin treasury strategy landscape. Conclusion Coinsilium’s journey in the Bitcoin treasury space exemplifies a measured, strategic approach to digital asset investment. By focusing on sustainable fundraising, disciplined Bitcoin acquisition, and clear communication, the company offers a compelling value proposition amid a rapidly evolving market. Investors and observers looking to understand the nuances of Bitcoin treasury strategies would do well to consider Coinsilium’s experience and operational rigor as a benchmark in this burgeoning sector. For those interested in learning more about Coinsilium and its strategy, exploring the company’s detailed Bitcoin treasury policy and staying attuned to upcoming announcements will provide deeper insights into its vision and execution.…
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Share Talk LTD

1 Zak Mir talks to Howard White, Interim Chairman of Hydrogen Utopia International PLC 25:04
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Zak Mir talks to Howard White, Interim Chairman, Hydrogen Utopia, as the pioneer in transforming non-recyclable mixed waste into clean hydrogen, announces that it has now signed a binding outline agreement with InEnTec Inc. covering the MENA region. From Challenges to Opportunities: The Strategic Pivot Hydrogen Utopia’s journey has not been without hurdles. Initially, the company followed the European Union’s ambitious hydrogen initiatives, investing heavily in technology development. However, as Howard White explains, the EU’s regulatory environment proved restrictive and slow-moving, with limited progress despite substantial efforts and resources. White reflects on this experience candidly, acknowledging the shared sacrifices made by shareholders and leadership alike. “When you bang your head against the wall long enough and it hurts, you stop banging your head against the wall and you look for something else.” This realization led Hydrogen Utopia to refocus on the MENA region, particularly the Gulf Cooperation Council (GCC) countries, where governments are eager to invest in proven, scalable solutions. Unlike the EU, these countries prioritize technologies with demonstrated operational success, ready to back large-scale projects with billions of dollars in funding. Leveraging Proven Technology with InEnTec Partnership A major milestone for Hydrogen Utopia is its partnership with InEnTec Inc., a company with a fully operational, full-scale system running in the United States for over 13 years. This technology, which converts mixed waste into hydrogen at high temperatures (around 2,500°C), offers a tangible, low-risk solution that GCC nations can confidently adopt. White emphasizes the importance of this technology readiness level 9 (TRL9) status, explaining that it allows Hydrogen Utopia to present not just a concept but a working model to potential clients, significantly reducing investment risk. “They want to see something that works. They want to go and look at it and then they want to put the money in it.” This readiness is critical in a region where timeframes for project approval and construction are much shorter than in Europe, enabling rapid deployment and operation. Decarbonizing Construction and Waste Management One of the most promising applications for Hydrogen Utopia’s technology lies in the decarbonization of the construction industry, which is booming in the MENA region. Cement production, a major source of CO2 emissions, traditionally relies on coal, natural gas, and waste materials such as tires and plastics as fuel sources. Hydrogen Utopia’s solution offers a way to replace these carbon-intensive fuels with clean hydrogen produced locally, right next to cement plants. White highlights the scale of this opportunity: There are 47 cement plants in Saudi Arabia alone. Each ton of cement requires approximately 15 kilograms of hydrogen. The region’s cement production runs into millions of tons annually. Producing hydrogen onsite avoids the high costs and inefficiencies associated with transporting hydrogen from distant solar-powered electrolysis plants, which can more than double the price. Hydrogen Utopia’s approach can deliver low-carbon hydrogen at approximately $4.50 to $5 per kilogram, making it economically competitive. Moreover, the technology can process challenging waste streams such as tires and plastics by breaking them down to their molecular components. This process not only generates hydrogen but also produces clean CO2 suitable for carbon capture utilization and sequestration (CCUS). Carbon Capture and Enhanced Oil Recovery Hydrogen Utopia’s system includes a gas water shift process that doubles hydrogen output while producing pure CO2. This CO2 can be used in enhanced oil recovery (EOR), a technique where CO2 is injected into depleted oil fields to extract remaining oil and simultaneously trap the CO2 underground, effectively sequestering it. Such CCUS applications are a key part of the UAE’s and Saudi Arabia’s environmental strategies, aligning with their ambitions to lead in carbon reduction technologies. Addressing the Growing Plastic Waste Crisis Plastic waste, which is projected to increase from 400 million tons per year today to 1.5 billion tons by 2050, presents a significant environmental challenge. Traditional recycling methods are energy intensive and do not eliminate plastic pollution but merely repurpose it. Hydrogen Utopia’s technology offers a solution by destroying plastic waste at the molecular level, converting it into clean hydrogen and CO2, thereby removing plastic from the environment rather than recycling it into new products. Engagement with Clients and Market Outlook The response from cement producers and other industrial clients in the GCC has been overwhelmingly positive. White notes that many companies recognize Hydrogen Utopia’s solution as the only viable decarbonization path currently available to them. With a working system already operational in the US, potential clients can verify the technology firsthand, which significantly accelerates decision-making and project financing. Funding for projects will typically be structured through special purpose vehicles (SPVs), with offtake agreements securing the sale of hydrogen before construction begins. This model reduces financial risk and streamlines investment, especially given the scale of potential customers, some valued at tens of billions of dollars. Reflections on the Hydrogen Market and Future Prospects Howard White candidly addresses the skepticism around hydrogen investments, acknowledging past disappointments but emphasizing Hydrogen Utopia’s relatively short history of just over four years in a challenging market environment. He critiques the confusing “color” coding of hydrogen—green, gray, blue, turquoise—as marketing jargon that obscures the real issue, which is the carbon intensity of production. In the MENA region, the focus is simply on low-carbon hydrogen, regardless of color. “Hydrogen actually is colorless. It’s all the same color.” White remains optimistic about the company’s trajectory, comparing Hydrogen Utopia’s turnaround to McLaren’s dramatic improvement in Formula 1 racing. He stresses that with proven technology, a receptive market, and supportive regional governments, the company is poised for rapid growth and multiple project sales in the near future. Conclusion Hydrogen Utopia’s innovative approach to producing clean hydrogen from mixed waste positions it as a key player in the MENA region’s energy transition. By leveraging proven technology, aligning with regional economic visions, and addressing critical environmental challenges such as cement industry emissions and plastic waste, the company offers a compelling solution with significant commercial potential. As governments in the UAE, Saudi Arabia, and other Gulf countries accelerate their decarbonization efforts, Hydrogen Utopia’s model of localized, low-carbon hydrogen production could become a blueprint for sustainable industrial growth in the region and beyond. Stay tuned for more updates as Hydrogen Utopia moves forward with its ambitious projects and partnerships, driving real-world change in the clean energy landscape.…
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Share Talk LTD

1 Zak Mir talks to Cameron Pearce, Executive Chairman of Blencowe Resources 6:52
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Zak Mir talks to Cameron Pearce, Executive Chairman of Blencowe Resources, as the company reports the successful completion of three deep drill holes at the Northern Syncline, following the recent success at the Beehive target. The Northern Syncline drilling complements earlier results from Beehive. It reinforces the potential for a materially larger resource base at depth, supporting longer mine life and an expanded valuation in the Company's upcoming Definitive Feasibility Study (DFS). The Scale of Blencowe’s Graphite Project and Market Potential Blencowe Resources holds an extraordinary graphite resource, boasting over two billion tons of graphite. Yet, the company’s market cap, at roughly thirteen million, does not yet reflect the massive potential of this asset. Cameron Pierce acknowledges this disparity and believes the completion of the DFS will be a defining moment, bridging the gap between the project’s scale and its market valuation. "We have got a project of global significance here, and we're getting lots of interest. I think the penny is starting to drop," Pierce said, highlighting the anticipation surrounding the DFS. Strategic Partnership with the US Development Finance Corporation One of the standout developments for Blencowe Resources is its partnership with the US Development Finance Corporation (DFC), which has invested $5 million in the company. This partnership is not only a substantial financial boost but also a strategic endorsement, as the DFC typically invests only in companies with assets critical to US interests. Pierce expressed his excitement about the collaboration, emphasizing the credibility it brings to Blencowe Resources: "We are thrilled to have a fit in the US government as our partner... They frankly are loving everything we're doing." The DFC’s involvement includes multiple grants, with more funding anticipated as Blencowe progresses towards completing its DFS. This support plays a crucial role in advancing the project and demonstrates confidence in Blencowe’s strategic value. Financial Strategy and Funding Confidence Addressing common concerns in the small-cap market about continuous funding needs, Cameron Pierce reassures stakeholders that Blencowe Resources is well-positioned financially. The company has structured its funding carefully, utilizing warrants and strategic partnerships to ensure it is fully funded to complete the DFS and beyond. Pierce shared his outlook on future financing: "I fully suspect that I will have more money than I need sooner rather than later... I don't lose any sleep over concerns about financing." This financial confidence is essential, as it allows the team to focus on delivering results and advancing the project without the distractions of funding uncertainties. Advancing the Definitive Feasibility Study (DFS) The DFS is a pivotal milestone for Blencowe Resources. It will provide a detailed assessment of the project’s viability and potential scale, increasing investor confidence and likely boosting the company’s market capitalization. Currently, the DFS covers about two percent of the project area, with ongoing drilling extending the known mineralization deeper and wider. Recent drilling results at the Northern Syncline, alongside previous success at the Beehive target, suggest the resource base could be materially larger than initially estimated. Pierce described the excitement around the drilling results and their implications: "We've drilled a hundred meters and got mineralization the whole way down... this is probably one of the best graphite assets on the planet." Exploring the Project’s Geological Significance Blencowe Resources' graphite project is located in a highly prospective East African belt, comparable to some of the best-known graphite projects globally. Geological experts on the company’s board, including Alex Bassmore, have praised the asset’s quality and potential. According to Pierce, the project’s scale and quality make it a rare find: "If you don't take this project, you are mad... it is an amazing asset." This endorsement reflects the company’s confidence in the project's long-term value and strategic importance. Positioning Blencowe Resources in the Critical Minerals Landscape With the global focus on critical minerals intensifying, particularly amid geopolitical tensions and supply chain concerns, Blencowe Resources is well-positioned as a key player. Graphite is essential for numerous high-tech applications, including electric vehicle batteries and renewable energy technologies. Pierce highlights how the current environment favors companies like Blencowe: "The focus on critical minerals is at its height. I could not be more excited for the rest of the years ahead." As governments and industries seek secure, sustainable sources of critical materials, Blencowe’s strategic assets and partnerships place it firmly in the spotlight. Looking Ahead: What to Expect Next from Blencowe Resources In the near term, investors and stakeholders can look forward to several key developments: Completion and publication of the Definitive Feasibility Study (DFS), which will provide a comprehensive evaluation of the project. Ongoing assay results from recent drilling campaigns, which are expanding the understanding of the resource’s depth and quality. Continued engagement with strategic partners, particularly the US Development Finance Corporation, to secure further funding and support. These milestones will be critical in unlocking the full potential of Blencowe Resources and elevating its market presence. Conclusion Blencowe Resources stands at a pivotal moment in its journey, with a world-class graphite resource, strong strategic partnerships, and a soon-to-be-completed DFS that promises to redefine the company’s valuation and market perception. Cameron Pierce’s leadership and vision underscore the company’s commitment to delivering value and capitalizing on the growing demand for critical minerals. As the global economy shifts towards sustainable technologies, Blencowe Resources is uniquely positioned to be a key supplier of essential graphite, making it a compelling story to watch in the mining sector.…
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Share Talk LTD

1 Interview: Capital Metals – Advancing the Taprobane Minerals Project in Sri Lanka 6:34
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Zak Mir talks to Greg Martyr, Executive Chairman, Capital Metals, in the wake of the mineral sands company approaching mine development stage at the high-grade Taprobane Minerals Project in Sri Lanka, updating on drilling within the northern EL168 area, focusing on the Initial Mining Area of the existing 17.2 Mt Mineral Resource. Capital Metals’ Busy and Promising Period Greg Martr opened by reflecting on a particularly active six months for Capital Metals. Since their last update, the company has made significant strides, including a successful transaction with the Ambient Group. Greg expressed enthusiasm about the new doors this partnership has opened, emphasizing that the collaboration is already proving valuable, despite being only two weeks in. Capital Metals also recently completed a rapidly oversubscribed fundraising round, which was closed early to avoid excessive dilution at the 2.5p share price level. Greg noted the strong support from shareholders and hinted at ongoing discussions regarding the potential exercise of options, signaling healthy interest and confidence in the company’s trajectory. Drilling Progress and Mineralization Insights One of the most anticipated updates concerned Capital Metals’ drilling program within the northern EL168 area, focusing on the Initial Mining Area of the existing 17.2 million tonnes mineral resource. Greg reported the completion of the first phase with 170 holes drilled, totaling just over 1,500 meters. This drilling effort marks a substantial increase in depth compared to the 2016 resource calculations, which averaged only 1.6 meters, whereas the recent drilling averaged about 9 meters per hole, with some extending as far as 15 meters. What stands out in this phase is the continuation of mineralization down to the basement rock in certain locations. While this extended mineralization is not uniform across all holes, the encouraging results point to the potential for a more substantial resource than previously understood. Assay results are expected shortly, which will provide further clarity on the resource’s quality and extent. Strategic Partnerships and Market Validation Greg highlighted the initiation of research coverage by Hannam & Partners, a respected name in mining research known for their rigorous analysis. This development represents a significant endorsement for Capital Metals, often seen as a “gold standard” in the sector. The research team’s detailed review of Capital Metals’ financial models has already led to improvements in the Net Present Value (NPV) calculations, with an updated model currently being finalized. The company’s relatively low capital expenditure (capex) requirements further enhance its appeal. As mineralization increases, the economics of the project improve, making it more cost-effective to extract the resources. This combination of low capex and growing resource size is a powerful advantage as Capital Metals moves toward its investment decision. Favorable Market and Geopolitical Landscape Discussing the broader market context, Greg noted that the project’s sector is largely insulated from the ongoing tariffs and export restrictions affecting other industries, particularly Sri Lanka’s garment sector. While the garment industry faces uncertainty, the resource sector is gaining increasing importance for foreign investment in Sri Lanka. This shift benefits Capital Metals by positioning it favorably in the eyes of investors and policymakers alike. Share Price Performance and Future Outlook Despite the complexities of the market, Capital Metals’ shares have shown remarkable strength, rising nearly 80% so far this year. Greg acknowledged that while the market can be volatile with limited sellers, the goal is to attract more professional investors. The backing of Hannam & Partners is expected to bring in this new wave of buyers, helping to stabilize and potentially increase the share price further. Looking ahead, Greg remains optimistic about ticking all the necessary boxes leading up to a final investment decision by the end of the year. The company is focused on continued progress and delivering results that will pave the way for mine development. Conclusion Capital Metals is clearly on an exciting path as it advances the Taprobane Minerals Project. With strong drilling results, strategic partnerships, and a favorable investment climate, the company is building momentum toward its goal of becoming a significant player in Sri Lanka’s resource sector. Stakeholders and observers alike will be watching closely as Capital Metals moves through the next critical phases of development. For more updates and in-depth interviews on mining and resource projects, follow Zak Mir’s ongoing coverage and insights.…
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Share Talk LTD

1 Interview with Jim Mellon: Insights on the 2025 Market Landscape and Investment Strategies 9:15
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In a recent conversation with renowned investor Jim Mellon, Zak Mir delved deep into the state of the financial markets as we reach the midpoint of 2025. Jim, known as one of the UK’s largest and most astute investors, shared his candid views on the evolving global economic landscape, highlighting key opportunities and risks for investors today. The Market Environment in 2025: A Year of Surprises and Strategic Shifts So far this year, the markets have experienced significant turbulence, exemplified by what Jim refers to as the “tariff dip” — a sharp market decline triggered by renewed tariff tensions and geopolitical uncertainties. However, rather than retreating, Jim and his team saw this as a buying opportunity, particularly focusing on regions outside the United States. While many investors were fixated on the US market, Jim emphasized that his portfolio strategy deliberately concentrated on Europe, the UK, and Asia, with a selective approach to US stocks. This regional focus has paid off well, as these markets have demonstrated resilience amid global headwinds. Concerns Over the US Fiscal Situation One of the major themes Jim highlighted was the precarious fiscal position of the United States. He pointed out that the US economy is taxed at approximately 30%, but government spending sits at 38%, creating a widening fiscal gap that poses serious risks. This imbalance, he warned, could trigger severe disruptions in the US bond market and a significant depreciation of the US dollar over the next year. “The US taxes its economy at 30% and spends 38%, and that gap is widening. That opens the possibility of very big ructions in the bond market and big falls in the US dollar, which I fully expect to happen over the next year or so.” Given these risks, Jim advises investors to generally avoid the US market, except for a few select stocks. Instead, he advocates for increased exposure to the UK, Europe, Asia, and emerging markets, which he believes will be the primary beneficiaries of the challenges facing the US economy. Why the UK and Europe Remain Attractive Despite Political Uncertainty Read More https://www.share-talk.com/interview-with-jim-mellon-insights-on-the-2025-market-landscape-and-investment-strategies/…
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Share Talk LTD

1 Sam Garrett Chief Executive Officer of Great Southern Copper talking with Andrew Scott 2:52
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Great Southern Copper plc (LSE: GSCU) continues to make exciting strides at its Cerro Negro project in Chile, particularly at the Mustasa Mine. The recent Phase 2 drilling campaign has delivered spectacular assay results , confirming the presence of high-grade copper and silver mineralization and setting the stage for an ambitious Phase 3 drilling program. As we delve deeper into the findings, it becomes clear that this project holds tremendous promise, driven by a combination of thorough exploration, advanced geophysical surveys, and a dedicated on-site team committed to unlocking the full potential of the deposit. Introduction to the Mostaza Mine and Phase 2 Drilling Success The Mustasa Mine, a core asset within the Cerro Negro project, has been the focus of Great Southern Copper’s exploration efforts. The Phase 2 drilling program, recently completed, has yielded impressive results that have energized both the on-site team and shareholders alike. One of the standout drill holes, CNG25-DD013, intersected a 5-meter zone grading 3.04% copper (Cu) and a remarkable 322.4 grams per tonne (g/t) silver (Ag) within a broader 13.9-meter interval averaging 1.74% Cu and 153.4 g/t Ag. These numbers are not just encouraging—they are spectacular and underscore the high-grade nature of the mineralization at Mustasa. Additionally, drillhole DD012 confirmed mineralization located 500 meters south of the mine, extending the known footprint of the deposit and highlighting the potential for further discoveries beyond the immediate mining area. This southern extension is particularly exciting as it suggests that the mineralized system is more extensive than initially thought, offering a larger resource base to explore and develop. https://www.share-talk.com/sam-garrett-chief-executive-officer-of-great-southern-copper-talking-with-andrew-scott/…
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Share Talk LTD

1 Zak Mir Talks to Howard White, Non-Executive Chairman of Hydrogen Utopia Intl 18:50
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Zak Mir talks to Howard White, Chairman of Hydrogen Utopia, a company specialising in turning non-recyclable mixed waste plastic into hydrogen. This interview with Howard White, Chairman of Hydrogen Utopia , sheds light on the company’s groundbreaking partnership with InEnTec Inc., a firm renowned for its advanced waste-to-hydrogen plasma technology. Together, they aim to revolutionise the Middle East and North Africa (MENA) region’s approach to sustainable energy and waste management. Breaking New Ground: Hydrogen Utopia’s Vision and Recent Developments Howard White begins by expressing his heartfelt condolences over the loss of Simon Mann, a former chairman and a close friend, acknowledging the impact this has had on the company. Yet, amidst this sombre note, there is a palpable sense of optimism as Hydrogen Utopia announces a significant breakthrough. The company has signed heads of terms with InEnTec Inc. for exclusive access to ten licences of InEnTec’s TRL9 (Technology Readiness Level 9) plasma technology, marking a pivotal moment in their mission to convert waste into clean hydrogen. This development is the culmination of relentless effort, particularly by the company’s CEO Alexandra, whose tireless work helped rekindle the connection with InEnTec, a technology that Howard first encountered back in 2008 during his tenure at AFC Energy. This plasma technology, initially designed for hazardous waste disposal, has evolved into an efficient method for producing clean syngas and subsequently hydrogen, providing a robust foundation for Hydrogen Utopia’s ambitious plans. Understanding the Plasma Technology Behind Waste-to-Hydrogen Conversion Plasma technology, often referred to as the fourth state of matter alongside solids, liquids, and gases, is essentially a controlled, continuous lightning bolt generated between two electrodes. This process breaks down waste materials at a molecular level, converting them into syngas—a mixture rich in hydrogen and carbon monoxide. Howard’s extensive experience with plasma projects, including collaborations in Thailand and with notable figures like Roman Abramovich, lends deep credibility to the technology’s potential. What makes InEnTec’s plasma system particularly compelling is its ability to handle virtually any form of waste, including mixed plastics, tyres, and even turbine blades, transforming these materials into valuable outputs with minimal environmental impact. Initially, the technology operated on high gate fees for waste destruction, but advancements such as integrating a gas water shift process have doubled hydrogen production and generated food-grade CO2 as a byproduct. https://www.share-talk.com/zak-mir-talks-to-howard-white-non-executive-chairman-of-hydrogen-utopia-intl/…
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Share Talk LTD

1 Greg Martr, the Executive Chairman of Capital Metals Talks To Zak Mir 8:23
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Zak Mir talks to Greg Martyr, Executive Chairman, Capital Metals as the mineral sands company approaching mine development stage at the high-grade Taprobane Minerals Project in Sri Lanka, announces a strategic investment of US$2 million by Ambeon Capital PLC together with an option for a period of 45 days for it or its nominated investors to invest up to a further US$2 million. In this detailed article, we delve into an insightful conversation with Greg Martr, the Executive Chairman of Capital Metals , a mineral sands company on the verge of mine development at the high-grade Taprobane Minerals Project in Sri Lanka. This interview reveals exciting news about a strategic investment and the subsequent project development that is set to propel Capital Metals forward. Drawing from our discussion, I explore the significance of this investment, the partnership with a local fund group, the company's funding strategy, and the promising outlook for the project and its share price. Introduction to the Strategic Investment Capital Metals recently announced a strategic investment of US$2 million by Ambeon Capital PLC, a well-established fund group based in Sri Lanka, with an option to invest an additional US$2 million within 45 days. This development is a major milestone for Capital Metals as it nears the final investment decision (FID) stage for the Taprobane Minerals Project. The investment not only provides crucial funding but also brings on board a valuable local partner with deep commercial and mining sector experience. Greg Martr shared that the relationship with Ambeon Capital was established through an interesting and somewhat serendipitous introduction last October. The three key principals of Ambeon were educated in Australia, have extensive funds under management, and returned to Sri Lanka about 15 years ago to establish their fund group. Their understanding of mining in Sri Lanka, though somewhat rare, made them an ideal partner for Capital Metals. Greg emphasised the smooth collaboration and mutual understanding that developed quickly between the two parties, which is critical for the joint venture’s success. https://www.share-talk.com/greg-martr-the-executive-chairman-of-capital-metals-talks-to-zak-mir/…
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1 Interview: Roadside Real Estate – Insights from CEO Charles Dixon 5:48
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In a recent engaging conversation with Zak Mir, CEO of Roadside Real Estate, Charles Dixon shared valuable insights ahead of the company’s Annual General Meeting scheduled for mid-June. This interview provides a comprehensive look into Roadside Real Estate’s strategic direction, recent financial achievements, and plans to reward shareholders, including a significant share buyback proposal. Roadside Real Estate’s Impressive Share Performance and Share Buyback Plan Last year marked a remarkable milestone for Roadside Real Estate, with its shares appreciating more than threefold. This achievement not only reflects the company’s robust business model but also the strategic decisions made by its leadership. Charles Dixon expressed his satisfaction with this performance and highlighted the potential for further share price appreciation. Central to the company’s plans is a proposed share buyback, which was subtly included in the recent AGM notice. This buyback allows the company to repurchase up to 10% of its ordinary share capital, a move that has already garnered shareholder support. The buyback strategy is driven by the proceeds from the company’s divestment activities, particularly from its stake in Cambridge Sleep Sciences (CSS). “We wanted to be able to reward our shareholders but also provide liquidity to them,” Charles explained. This buyback not only signals confidence in the company’s future prospects but also offers shareholders a direct benefit, enhancing shareholder value without dilution. https://www.share-talk.com/interview-roadside-real-estate-insights-from-ceo-charles-dixon/…
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1 Fulcrum Metals – Revolutionising Precious Metals Recovery from Tailings in Canada 5:12
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In today’s feature, we delve deep into the exciting developments at Fulcrum Metals, a technology-led company focused on recovering precious metals from mine tailings in Canada. An insightful discussion inspires this article with Ryan Mee , CEO of Fulcrum Metals , hosted by Zak Mir . Together, they explore a groundbreaking Master Licence Agreement signed with Extrakt Process Solutions LLC, positioning Fulcrum Metals at the forefront of tailings processing in some of Canada’s richest gold mining regions. Unlocking Value from Legacy Gold Mine Waste Mining tailings, often overlooked, represent a significant opportunity for precious metals recovery. These tailings are essentially mine waste left on the surface after primary extraction processes. Fulcrum Metals has identified a unique niche in processing these tailings, particularly in the prolific gold camps of Kirkland Lake and Timmins, Ontario. Ryan Mee shared that the company’s recent exclusivity agreement with Extrakt Process Solutions is nothing short of a gamechanger. After a year and a half of negotiations, Fulcrum Metals secured exclusive licensing rights to Extrakt’s breakthrough technology for tailings processing. This exclusive partnership covers Canada’s top two gold camps—Kirkland Lake and Timmins—both renowned for their rich mining history and extensive tailings sites. What makes this deal truly unique is its exclusivity. According to Ryan, “No one anywhere in the world has this type of deal with Extrakt.” This exclusivity provides Fulcrum Metals with a clear pathway to production and growth, leveraging over 700 million US dollars in situ estimated value across their projects. Considering the company’s market cap of just 2.5 million, this represents an extraordinary value proposition, especially when factoring in additional exploration assets and monetised portfolios such as uranium and the recently announced Tully deal. https://www.share-talk.com/interview-fulcrum-metals-revolutionising-precious-metals-recovery-from-tailings-in-canada/…
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1 Zak Mir speaks with Andy Carroll, CEO of Mosman Oil & Gas, the company has commenced drilling its first exploration well. 4:47
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Zak Mir talks to Andy Carroll, CEO of Mosman Oil & Gas, in the wake of today’s news that the helium, hydrogen, and hydrocarbon exploration, development, and production company has announced the spudding of the first exploration well of a five-well programme in the Vecta Project, Las Animas County, Colorado, US. Highlights · | Drilling has commenced and surface casing set. · | The Barclay-TH 295 106A well will test the Lyons Sandstone formation at the Billy Goat lease area (“AMI”), with a planned total depth (“TD”) of circa 800ft in the Lyons Sandstone. · | Drilling will continue to determine top of Lyons formation, and then to TD. · | Gas will be tested to determine concentrations of gases, including helium. · | Wireline logging will be conducted at TD to determine the reservoir and gas/fluid properties. Vecta Project (90% interest in Billy Goat, 20% working interest in other areas) The Vecta Project is operated by Vecta and is located in Las Animas County, close to the Red Rocks helium producing field, and Blue Star Helium’s Galactica development project. Helium concentrations of up to 11% have been encountered in offset wells and fields in the area, with the closest well, Texaco Cynthia True-1, flowing 8.8% helium from the upper Lyons sandstone. A total of five wells are planned to be drilled in this drilling campaign, testing five individual structural closures. Andy Carroll, Chief Executive Officer of Mosman, said: “The drilling of this Billy Goat well is exciting given the excellent lease position in a proven area of helium development and production “Each well location has been carefully selected by the very experienced team at Vecta and we believe each well has an excellent chance of discovering helium. The low-cost drilling of these wells enables data to be obtained at very reasonable cost. “This location has good access to infrastructure including roads, pipelines and the Ladder Creek helium plant located at Cheyenne Wells, about 100 miles north of Billy Goat.”…
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Zak Mir talks to Andy Carroll, CEO of Mosman Oil & Gas, about the latest company update at the helium, hydrogen, and hydrocarbon exploration, development, and production company. Navigating the Helium Gold Rush in the US In the evolving landscape of energy commodities, helium has emerged as a critical resource with soaring demand and limited supply. Mosman Oil and Gas, under the leadership of CEO Andy Carroll, is strategically positioned to capitalise on this burgeoning market, particularly within the United States. This article delves into Mosman’s journey, its unique positioning in the helium sector, and what investors and industry watchers can expect in the near and medium term. From Oil and Gas to Helium: Mosman’s Strategic Pivot Mosman Oil and Gas has a rich heritage rooted in the oil and gas industry, which has provided the company with a strong technical foundation. However, recognising the significant opportunity in helium exploration and production, Mosman has focused on this niche but rapidly growing sector. Helium, often overlooked in the past, is now experiencing what many describe as a gold rush, particularly in the US. This shift is driven by helium’s essential role in a variety of high-tech applications, including semiconductor manufacturing, medical imaging, and aerospace technologies. Andy Carroll emphasises that Mosman’s decision to concentrate on the US market is deliberate and strategic. “There are very few small companies focused on helium, especially in the US, which we believe is the place to be,” he explains. This is largely due to the recent opening of the US helium market to private investors after a century of government control, which had previously stifled exploration incentives. The US Helium Market: Infrastructure and Opportunity The US helium market differs significantly from other global regions. Historically, helium production and sales were dominated by government-run entities, with restricted access for private companies. The government’s release of its helium reserves disrupted prices and exploration dynamics, but recent regulatory changes have ushered in a new era of opportunity. “In the US, you have an established helium infrastructure, which is crucial,” Carroll points out. Unlike other regions such as Australia, where helium resources may exist but infrastructure and market access are limited, the US offers a mature ecosystem. This includes pipelines, processing plants, and a ready market driven by demand from critical industries. Moreover, the US market’s relative lack of competition in helium exploration means companies like Mosman can secure prime acreage and advance projects with less direct rivalry, setting the stage for potentially lucrative near-term production. https://www.share-talk.com/zak-mir-talks-to-andy-carroll-ceo-of-mosman-oil-gas/…
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Zak Mir talks to Ryan Mee, CEO of Fulcrum Metals, in the wake of the Panther Metals stake sale and LOI for the sale of the Tully Gold property. Fulcrum Metals plc (LON: FMET), a technology led company focused on the recovery of precious metals from mine tailings in Canada, is pleased to announce that it has signed a binding letter of intent (the “LOI”) with TSX Venture Exchange listed Loyalist Exploration Limited (“Loyalist”) for the sale of the Company’s 100% interest in the Tully Gold Project (“Tully” or the “Project”) in Timmins, Ontario. Loyalist Exploration Limited is a recently restructured mineral exploration company led by an experienced management and directors focused on acquiring, exploring, and developing quality mineral properties in Canada. Loyalist recently announced a strengthening of its portfolio through the addition of the Loveland nickel/copper/gold property and the Gold Rush gold/silver property, both located in the Timmins, Ontario mining district. LOI highlights · Cash payment of CA$500,000 payable to Fulcrum on completion · 89,255,000 common shares in Loyalist to be issued to Fulcrum representing a shareholding of 19.9% in the issued share capital of Loyalist upon completion (subject to adjustment) with an implied value of CA$892,550 based on a price of CA$0.01 per share · A 2% net smelter royalty (“NSR”) to be granted to Fulcrum over the Project with a CA$1,000,000 buy back for 1% · Potential future milestone payments to Fulcrum of CA$100,000 in cash and 30,000,000 shares in Loyalist at a price of CA$0.01 per share or cash in lieu · Exposure to multiple highly prospective projects in the Timmins mining district Ryan Mee, Chief Executive Officer of Fulcrum, commented: “I am very pleased to announce the signing of the LOI with Loyalist over the highly prospective Tully Gold Project in Timmins, Ontario. This transaction aligns perfectly with our broader strategy to divest exploration assets and focus on the development of our gold tailings projects in Kirkland Lake and the potential commercial opportunities open to us. “We believe that Tully is a high quality asset that is located in one of the world’s most prolific gold districts, and the terms retain significant exposure for Fulcrum in the potential upside through the shareholding and the milestone and royalty structure. I look forward to working alongside Loyalist to closing this transaction.” https://www.share-talk.com/fulcrum-metals-plc-lonfmet-letter-of-intent-for-sale-of-tully-gold-property/…
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1 Zak Mir talks to Segun Lawson, President & CEO of Thor Explorations 14:58
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Zak Mir talks to Segun Lawson, CEO of Thor Explorations. The company provided an operational and financial review for its Segilola Gold mine in Nigeria and for its mineral exploration properties in Nigeria, Senegal, and Côte d’Ivoire for the three months ending December 31, 2024, and the audited financial results for the year ending December 31, 2024. Thor Explorations Ltd. (TSXV / AIM: THX) is pleased to provide an operational and financial review for its Segilola Gold mine, located in Nigeria ("Segilola"), and for the Company's mineral exploration properties located in Nigeria, Senegal and Côte d'Ivoire for the three months ending December 31, 2024 ("Q4 2024") and the audited financial results for the year ending December 31, 2024 (the "Year" or "FY 2024"). The Company's Consolidated Audited Financial Statements together with the notes related thereto, as well as the Management's Discussion and Analysis for the year ending December 31, 2024, are available on Thor Explorations' website at https://thorexpl.com/investors/financials/ . All figures are in US dollars ("US$") unless otherwise stated. https://www.share-talk.com/zak-mir-talks-to-segun-lawson-president-ceo-of-thor-explorations/…
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Zak Mir talks to Mark Routh, CEO of Prospex Energy, an AIM-quoted investment company focused on European gas and power projects. Prospex Energy provides an operational update on its production, development, and drilling schedules across its portfolio of three producing natural gas assets in onshore Europe: Viura, Selva, and El Romeral. Prospex Energy: A Bright Future in European Gas Production In recent times, Prospex Energy has been making waves in the European gas sector, and with good reason. With a solid operational update, the company is well-positioned to grow, thanks to a balanced portfolio of assets and a commitment to sustainable energy production. Let’s dive deeper into the latest developments and what they mean for the future of the company. Operational Update: Increased Production and Future Plans Prospex Energy has reported a significant increase in net production since this time last year. The company now boasts production income from three assets located in two stable European nations. This not only covers overheads but also ensures that the company remains debt-free, setting the stage for future growth. However, there have been some operational challenges, particularly with the VRA field. In January, flow tests from the VRA 1B well showed promising results, with a flow rate of around 500,000 cubic meters per day. Yet, subsequent reports indicated a reduction in flow rates and an increase in water handling requirements. These operational issues are part and parcel of managing gas assets, but the acquisition of the VRA field last August has been transformative, doubling production for Prospex Read More https://www.share-talk.com/zak-mir-talks-to-mark-routh-ceo-of-prospex-energy-2/…
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