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The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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For the first time, Skip Intro goes to The Paris Theater in Manhattan to sit down with Rebecca Ferguson who stars as Captain Olivia Walker in A HOUSE OF DYNAMITE . Directed by Oscar-winning Kathryn Bigelow, the film was screened this month at the historic 535-seat theater — NYC’s longest-running arthouse cinema. Ferguson shares what it was like to read the powerful script written by Noah Oppenheim and how working with Bigelow was unlike any other experience on set. The Mission Impossible actor also talks about jumping off the roof of the Vienna State Opera with Tom Cruise, Denis Villeneuve’s love of veils and jingle jangles in Dune , and teases Netflix’s upcoming Peaky Blinders movie with Cillian Murphy. Video episodes available on Still Watching Netflix YouTube Channel. Listen to more from Netflix Podcasts .…
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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 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
1 Zak Mir interviews Poolbeg Pharma’s CEO Jeremy Skillington & Principal Scientist Liam Tremble 14:55
14:55 
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나중에 재생 나중에 재생 리스트 좋아요 좋아요Poolbeg Pharma PLC (AIM: POLB, OTC: POLBF) Chief Executive Officer Jeremy Skillington and Principal Scientist Liam Tremble talked with Share Talk's Zak Mir about the company’s conference season. We recently returned from a busy conference season and wanted to share the main messages, progress and next steps for POLB001 and our oral GLP-1 programme. Between ESMO in Berlin and BioEurope in Barcelona, we gained clinical insights, interest in partnering, and clarity on trial design as we prepare for a phase 2A CRS prevention trial and a proof-of-concept study for oral GLP-1. Please see the questions for the interview: You recently attended the ESMO conference. Can you give us an overview of the conference – Liam Did you discuss POLB 001 at ESMO, and what was the general feedback? – Liam What were the key takeaways from the conference itself? – Liam Which leads me onto you, Jeremy, you just returned from BIO-Europe, how was the conference, and how do your current programmes, such as POLB 001 and your Oral GLP1 position itself, stand out at this partnering conference? - Jeremy BIO-Europe is all about connections. What types of partnerships are you seeking this year? You recently announced a collaboration with ACT to conduct your upcoming POLB 001 Phase 2a trial —so why attend the conference? Jeremy Is conference season over? Jeremy & Liam Conference calendar and next events The autumn run is not over. After BioEurope we planned continued follow ups at London Health Innovation Week and then the very significant ASH meeting in early December in Orlando. ASH is the major haemato‑oncology event where big pharma present emerging data and where clinical teams, investigators and partners congregate. We also have JP Morgan and other investor events on the horizon into the new year.…
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Zak Mir talks to Paul Mathieson, CEO of Amazing AI , in the wake of the global fintech group, which has a Digital Asset Treasury Policy that provides online consumer loans and AI finance-related services. AAI announces that, via its 100% owned Mauritius subsidiary Amazing AI Services Ltd, it has made its initial, small and non-material purchase of digital assets within its Digital Asset Treasury as part of a strategic implementation test. Amazing AI plc (AQSE: AAI) has taken its first step into digital assets, confirming that its subsidiary Amazing AI Services Ltd has established a Digital Asset Treasury with an initial Bitcoin acquisition valued in the low four-figure USD range . The company said it will use a dollar-cost averaging strategy to build its position and plans to expand its holdings to include Ethereum, XRP, and Solana before the end of December 2025 . Amazing AI is also exploring the addition of a fifth digital asset , potentially gold-backed , as part of a broader diversification strategy. Management said the company intends to increase its overall exposure to digital assets through selective acquisitions while continuing to prioritise its core artificial intelligence operations . Paul Mathieson, CEO of Amazing AI plc said, “We are excited to have made our initial purchase in our Digital Asset Treasury. We believe that AAI’s strategy is Digital Asset Treasury 3.0, aiming to provide greater upside whilst insulating Amazing AI from downside exposure across a diversified basket of leading digital assets. By being patient and strategic we have avoided the recent significant price correction in digital assets.”…
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Share Talk LTD
1 Zak Mir Speaks with Stafford Masie and Warren Wheatley of Africa Bitcoin Corporation 19:25
19:25 나중에 재생 나중에 재생 리스트 좋아요 좋아요19:25
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Stafford Masie, Executive Chairman, and Warren Wheatley, CEO, Africa Bitcoin Corporation, which is set to list on the Aquis Exchange. I sat down with Stafford Maisy, Executive Chairman, and Warren Wheatley, CEO of Africa Bitcoin Corporation to understand how a South African financial services group plans to combine an established SME lending business with a Bitcoin treasury strategy. What follows is a clear view of their thesis, the mechanics behind the plan, and why they believe Africa is the ideal place for a Bitcoin-first corporate treasury. What is Africa Bitcoin Corporation? Africa Bitcoin Corporation is the first publicly listed company in Africa to adopt Bitcoin as a core treasury asset. The business started as a financial services group focused on secured lending to small and medium enterprises across South Africa and has now announced a strategic pivot: use Bitcoin to strengthen the balance sheet, access cheaper global capital, and scale lending and impact across the continent. Bitcoin was made for us. That tagline captures their conviction. Stafford and Warren describe Bitcoin not as a speculative novelty but as a practical, life-changing instrument in African markets where currency debasement and weak rails make reliable stores of value precious. They are positioning ABC to be the regulated, listed vehicle that gives African investors, citizens and institutions exposure to Bitcoin in a jurisdictional, compliant manner. Why a Bitcoin treasury strategy in Africa? The argument is straightforward and rooted in local economic realities: Demand is pent up. In many African countries access to Bitcoin is restricted, exchanges are nascent, and investors lack regulated entry points. Currency debasement makes a fixed-supply, globally recognised asset attractive as a store of value. Bitcoin is being used as a medium of exchange in sub-Saharan Africa at higher rates than almost anywhere else. Merchant acceptance and day-to-day use are significant. The informal economy is large, sophisticated and largely cash based. Creating rails to bring informal participants into regulated Bitcoin exposure is an opportunity to increase financial inclusion. They point to examples like Namibia, where ABC has already completed a dual listing, as evidence of demand for a regulated way to gain Bitcoin exposure across the continent. How the strategy works in practice ABC’s plan is not just to buy Bitcoin and sit on it. The stated objective is to increase Bitcoin per share over time by using Bitcoin as pristine collateral to unlock cheaper capital globally and then deploy that capital into secured, high-impact lending within Africa. Key mechanics include: Bolster the balance sheet by holding Bitcoin as a core asset, increasing the company’s creditworthiness. Borrow in deep capital markets such as Japan, Switzerland or the US at single-digit interest rates. On-lend to African SMEs at materially higher rates, creating an interest-rate arbitrage that can be accretive to shareholders and increase Bitcoin per share. Warren explained the arbitrage clearly: borrow at around 6 to 9 percent in developed markets and on-lend in Africa at roughly 20 to 22 percent, resulting in a margin that can be reinvested into the treasury strategy and into the core lending book. Lending model and impact ABC’s lending is secured and targeted at businesses rather than microfinance. Typical loan sizes are between £100,000 and £1,000,000, and the company has a three-year track record of deploying such loans. This is presented as high-impact lending: Stafford noted the social multiplier effect — for every modest amount deployed, jobs are created. The combination of secure lending with a Bitcoin-backed balance sheet is intended to simultaneously deliver financial returns and measurable local impact. Regulation, listings and rollout across Africa ABC’s listing strategy begins with the Johannesburg Stock Exchange as its home market and has expanded with a dual listing in Namibia. The company plans further listings in five other sizable African markets to create regulated access points for citizens where Bitcoin cannot easily be bought today. Key points on compliance and execution: Using the Johannesburg Stock Exchange as the regulatory anchor simplifies subsequent listings because many African exchanges accept a fast-track process that recognises the rigor of JSE scrutiny. Additional listings are described as access points, not liquidity hubs. Deep liquidity is expected to come from listings on major markets such as London, Frankfurt and the US. ABC argues that South Africa offers the best combination of liquidity, governance and integration with global capital markets, giving the company a practical moat for a continental rollout. Why ABC believes it can be the dominant player Stafford and Warren set out several competitive advantages: They bring on-the-ground experience across African townships and informal economies, not just a financial services pedigree. Their lending business is naturally synergistic with a Bitcoin treasury. The balance sheet amplification unlocks cheaper capital which scales the lending model. They claim a governance and regulatory network, including relationships with the South African Reserve Bank and the JSE, that many competitors lack. They also stressed differentiation from other companies that have taken on Bitcoin treasuries without an operational fit. Unlike firms that can only announce a holding, ABC intends to actively use Bitcoin as collateral to build a repeatable, accretive business model. Our sole objective is continuously and perpetually to increase Bitcoin per share. Practical concerns and responses Addressing obvious questions, Stafford explained that cross-border expansion can be managed without an explosion in compliance costs because partner exchanges usually accept the JSE’s due diligence and offer a fast-track listing. The company will still meet KYC and AML checks locally, but the model is designed to be operationally manageable. On the human side, both leaders emphasised their township roots and the reality of local economies. They challenged western misperceptions about African economies, arguing that informal cash markets are sophisticated and primed for the benefits Bitcoin can bring when offered through regulated, understandable rails. What to watch next Key milestones to monitor include: Final listing on the Aquis Exchange and subsequent planned listings across African markets. Announcements about the size and timing of initial Bitcoin purchases for the treasury and the financing structures used to leverage that collateral. Rollout of lending products that blend fiat and Bitcoin exposure, such as hybrid instruments or "bit bonds", which the company mentioned as a way to grow the treasury without causing dilution. Partnerships with deeper capital markets to provide liquidity and enable the interest-rate arbitrage at scale. Conclusion Africa Bitcoin Corporation presents a thesis built on a credible underlying business, continental demand, and a conviction that Bitcoin offers more than speculative upside in African markets. By using Bitcoin as pristine collateral to access global liquidity and scale secured lending locally, ABC aims to be both accretive for shareholders and transformational for customers on the ground. Whether you view Bitcoin as a speculative asset or as money, ABC’s approach is pragmatic: use the asset to create real economic value, deliver credit to businesses that need it, and increase Bitcoin exposure for investors and citizens who currently lack regulated access. For those tracking the intersection of crypto, emerging markets and impact finance, this is a story to follow closely.…
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1 Zak Mir talks to Dr Kerim Sener, Managing Director of Ariana Resources Plc 14:18
14:18 나중에 재생 나중에 재생 리스트 좋아요 좋아요14:18
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Dr Kerim Sener, Managing Director of Ariana Resources, in the wake of the recent summary of projects with drilling planned at Dokwe and the dual listing on the ASX. Highlights: o Ariana commenced trading on the ASX on 10 September 2025, following the completion of a A$11 million IPO, capitalising the Company at c.A$72.5 million. o Flagship >1Moz Dokwe Gold Project in Zimbabwe continues to be advanced through its Definitive Feasibility Study ("DFS"), as additional technical consultancy companies are appointed. o Drilling companies have submitted tenders to undertake a significant new diamond and Reverse Circulation ("RC") drilling programme of c.11,000m at Dokwe; with contracts due to be awarded imminently and drilling to commence in early October. o The drilling programme is designed to substantially increase the current 1.4Moz Resource and 0.8Moz Reserve (as defined in the Pre-feasibility Study - "PFS") at Dokwe, while also providing additional technical data for the DFS. o Gold-silver production continues from the Turkish operations (held 23.5% by Ariana), with production from the Tavşan Mine due to be augmented through its heap-leach imminently. Dr. Kerim Sener, Managing Director, commented: "The successful dual-listing of Ariana on the ASX and its associated capital raising of A$11 million, is a landmark moment since first listing on AIM in 2005. In that time, the Company has evolved from a greenfield exploration company to a gold producer. "The ASX listing provides a powerful platform for us to accelerate our growth strategy, broaden our investor base, and unlock the full potential of our asset portfolio. Central to this is the 100% owned Dokwe Gold Project in Zimbabwe, a highly compelling development opportunity with significant scale, strong economics and exciting upside potential. "With a gold price currently exceeding US$3,600/oz the Company continues to optimise the path forward for the fast-track development of Dokwe, deploying all our skills and capabilities to build up a planned annual gold production of at least 60,000 ounces of gold per annum over a thirteen-year mine life, based on the PFS. With a proven track record of discovery and delivery, Ariana is well positioned to continue building a long-term, sustainable and globally recognised gold company."…
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Share Talk LTD
Zak's Traders Cafe sat down with Paul Mathieson, CEO of Amazing AI, to unpack a fresh take on corporate crypto exposure — a strategy Paul describes not just as "Bitcoin treasury 2.0" but as crypto treasury 3.0. After a turbulent few months for London-listed companies that rushed to add Bitcoin to their balance sheets, Paul and I discussed why the old model is breaking down and how his team plans to approach things differently: more sophisticated, more diversified, and better protected. Why the Bitcoin Treasury 1.0 model is fading Earlier this year many companies followed a simple playbook: raise equity, buy Bitcoin, and hold it on the balance sheet. That headline-friendly approach produced big share price moves in May–July, but many of those gains have since evaporated — some names are down as much as 80% from their peaks. Investors and markets reacted; hype cooled. As Paul put it, the straightforward buy-and-hold crypto treasury is "pretty simple" and increasingly seen as outdated. The problem with buy-and-hold Heavy dilution: companies raising repeatedly to buy more crypto. Binary exposure: full directional risk to a single asset like Bitcoin. Market expectation vs operational reality: investors began pricing in the flaws once the euphoria passed. Introducing Crypto Treasury 3.0: a different philosophy Paul argues Amazing AI is moving beyond the one-dimensional treasury model by combining derivatives expertise, diversification across crypto assets, active risk management, and a profitable underlying business to fund the strategy. As Paul told me: "I don't think it's just crypto treasury 2.0. I think it's actually 3.0. We are going beyond the basic to diversify... and more importantly managing the exposure, not just sitting there." — Paul Mathieson Key pillars of the approach: Derivatives-based exposure: using long-dated options and futures to gain leveraged crypto exposure while defining downside risk. Diversification: exposure spread across multiple crypto assets rather than a single-asset bet. Active management: protective hedges and re-protection on the way up to lock in gains. Revenue backing: a core U.S. lending business generating strong cash flows to fund option premiums and operations. Opportunistic M&A: potential acquisitions of failed "crypto 1.0" players to consolidate and repurpose assets. How the derivatives strategy works — plain English Paul drew on decades of funds management and investment banking experience to adopt option structures that can deliver asymmetric returns. The approach is not simply selling covered calls (income-focused), but more like a strangle strategy combined with targeted protection. Strangle-like positions: buying combinations of calls and puts to profit from large moves either up or down. The structure benefits from volatility and large directional moves. Defined downside: losses are limited to the premiums paid for options, rather than the full exposure of owning the underlying crypto outright. Leverage potential: relatively small cash outlay on options can create very large notional exposure (Paul discussed scenarios of up to 100x notional exposure in upside cases), while premium cost caps the downside. Paul emphasised that the firm is comfortable paying option premiums because Amazing AI has a core business able to generate predictable revenue. That changes the math: instead of raising equity constantly to buy more crypto, small capital raises can create sizable market exposure via derivatives. Backtest results and credibility Paul shared that he backtested his strategy over two decades and, in his words, it "never lost money" and averaged around 500% returns historically, with larger gains on upside moves. He also said the approach underpins the holdings of long-term shareholders in the company today. While past performance and backtests are not guarantees, the claim signals the firm has applied a rigorous, experience-led framework rather than relying on speculation alone. Differences from covered-call or simple buy-and-hold strategies When I asked whether the approach is similar to covered-call income strategies, Paul was clear: it's materially different. Covered calls generate income by selling upside, moderating upside participation in exchange for premiums. Amazing AI’s method is designed to benefit from significant directional moves while protecting capital via paid protection. Covered call = sell upside to earn premium, capped upside. Strangle/option approach = pay premium for asymmetric exposure and defined loss, large upside potential if volatility or direction materialises. Operational advantages: less dilution, more optionality One of the practical benefits Paul highlighted is capital efficiency. Because option premiums are significantly smaller than buying the underlying outright, Amazing AI can achieve large crypto exposures from comparatively modest raises. Paul also noted he remains the major shareholder and is not interested in frequent dilution, aligning management incentives with long-term shareholders. Additional operational levers include: Using revenues from a U.S. lending arm (quoted rate: 59.9% on loans) to fund premium payments and operations. Rolling and re-protecting positions as markets move to lock in gains and manage risk. Purchasing distressed "crypto 1.0" assets or companies and converting their strategy to the new model. Risk considerations and why diversification matters Paul stressed that while he believes in crypto, prudent risk management matters. He mentioned edge-case risks — for example, quantum attacks or specific vulnerabilities in mining — as reasons to diversify beyond Bitcoin alone. The goal is to construct a portfolio where only a subset of holdings needs to perform for the strategy to succeed. In short: rather than bet everything on a single outcome (Bitcoin to infinity or to zero), the approach seeks multiple asymmetric bets and defined downside exposure. What to watch next Over the coming months investors should watch how Amazing AI implements the strategy: the mix of option structures used, the degree of leverage taken, how the company re-protects gains as markets rise, and whether opportunistic acquisitions materialise. Also worth monitoring will be capital raises and how management balances funding the strategy with shareholder dilution. Conclusion The landscape for corporate crypto treasuries has shifted. Simple buy-and-hold has shown vulnerabilities in a choppy market. Amazing AI’s approach, as explained by Paul Mathieson, blends derivatives expertise, diversification, active hedging, and an operating business that helps fund premiums — an attempt to deliver asymmetric upside while capping downside. If you’re interested in corporate crypto strategies or the evolving ways companies are gaining exposure to digital assets, this is a model worth watching: it’s about turning raw crypto exposure into a more manageable, capital-efficient, and actively managed program. Disclaimer & Declaration of Interest: The information, investment views, and recommendations in this Zaks Traders Cafe interview are provided for general information purposes only. Nothing in this interview should be construed as a promotion or solicitation to buy or sell any financial product relating to any companies under discussion or referred to or to engage in or refrain from doing so or engage in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.…
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Share Talk LTD
1 Zak Mir talks to Charles Dickson, CEO of Roadside Real Estate 5:54
5:54 나중에 재생 나중에 재생 리스트 좋아요 좋아요5:54
나중에 재생 나중에 재생 리스트 좋아요 좋아요We spoke with Charles Dixon, CEO of Roadside Real Estate, to unpack the company's latest moves: a strategic disposal, operational hires and an explicit push into the energy forecourt/roadside retail sector. The conversation covered why the group is simplifying its balance sheet, how the team is being strengthened, and what investors should watch for next. Important note: Nothing in this article is investment advice. The conversation covered company strategy and balance sheet items, and Charles and others may hold positions in the shares discussed. Always do your own research before making any investment decisions. What just happened: disposals to simplify the business Roadside continues to streamline its portfolio to concentrate on the roadside retail and operational opportunity. Two disposal-related items are central: In June the group announced a deal to sell the remainder of the Cambridge Sleep Sciences estate for approximately £48 million. More recently the company announced the proposed disposal of 100% of its Commercial Property business to Tarncourt Properties Limited for an agreed price of approximately £12 million, resulting in a net consideration receivable of about £4.7 million. Charles explained the rationale plainly: these sales further simplify the equity story, increase cash on the balance sheet and free up resources to accelerate acquisitions in the roadside retail operational space. “...putting more cash on balance sheet, and increasing our resources for acquisitions in the roadside retail operational space.” Sharpening the management team: experience to execute Execution is a major focus. Roadside has been beefing up its operational bench with senior retail and roadside experience: David Philpot has been appointed COO. He joins from running BP/M&S’s European roadside operations — a business of roughly 3,500 sites — and previously worked at Marks & Spencer running their franchise business. Steve Carson joined in May as non-exec chair. Steve brings about 30 years of retail experience including senior roles across Sainsbury’s, Argos, Holland & Barrett and SCS. Charles described David’s arrival as a "big win" given his direct, relevant experience. As I put it during the interview: you could almost picture him wearing a Roadside Real Estate T‑shirt — the fit is that natural. First acquisition and the operational plan Roadside has already completed a first acquisition under the refocused strategy. The company purchased a former petrol filling station in Coventry. The plan is to reinstate the site, build a substantially larger retail shop on the forecourt and re-open next year. Beyond that single deal, Charles was clear about the acquisition playbook: Roadside wants to buy both the property and the operating business. The target sub-sector is the energy forecourt/roadside retail market — a highly fragmented, overlooked category that can deliver attractive returns when consolidated and professionally operated. Expect pace: Charles indicated the group is evaluating multiple businesses and anticipates acquiring three to four businesses over the next 12 months as Roadside scales its operational footprint. Funding the roll-up: cash, bank facilities and measured leverage Funding for the buy-and-operate strategy will be a mix of existing cash and bank facilities. Key points Charles shared: Roadside now has strong cash resources — over £50 million available. They also have access to banking facilities and expect lenders to be receptive; banks like the roadside sector because security is solid, delinquency is low and cash flows are predictable. That said, the company intends to use leverage sensibly. Charles emphasised a cautious approach: “We’re not looking to overlever ourselves.” Valuation, ownership and what investors should think about Charles is the company’s largest shareholder, controlling around 30% of Roadside directly and indirectly. He increased his position in May with what he described as one of the larger direct buys in the market this year. He also offered a straightforward way to look at valuation: strip out cash from the market capitalisation to see the underlying operating valuation. From his perspective, when you take that cash off the market cap, Roadside still looks cheap and there is further upside to come. Recent share performance: last year the stock rose over 300%, and year-to-date it was nearly up 100% at the time of our conversation. Charles said he expects further share price growth over the coming months as the business executes its strategy. “I control around 30% of the company directly and indirectly... take off our cash from our market cap and then look at our actual underlying market cap and we're very, very cheap still.” Why the roadside/forecourt sector appeals The sector ticks several boxes that make it attractive for consolidation and operational improvement: Highly fragmented: many small operators create opportunities for roll-up scale benefits. Operational upside: better retailing on forecourts and improved shop formats can meaningfully increase returns. Bank-friendly cashflows: predictable, secure income streams that lenders understand and are willing to finance. What to watch next Key near-term items for investors and observers: Announcements of additional acquisitions — Charles expects three to four deals in the next 12 months. Progress on the Coventry site reinstatement and re-opening next year. How the company deploys the proceeds from the Cambridge Sleep Sciences and Commercial Property disposals. Any updates on financing and the level of leverage used for acquisitions. Conclusion Roadside Real Estate has moved decisively from being a mixed-asset property group toward a focused, buy-and-operate roadside retail business. The disposals clear the path, the balance sheet is stronger, and the hires bring the operating expertise needed to scale. If the team can execute on the planned roll-up of forecourt operators, the impact on returns and the equity story could be material. If you want the full discussion, watch my interview with Charles Dixon for the direct comments and context. I’ll be keeping an eye on the next acquisitions and operational milestones — this is a story that should move quickly from here. Disclaimer & Declaration of Interest: The information, investment views, and recommendations in this Zaks Traders Cafe interview are provided for general information purposes only. Nothing in this interview should be construed as a promotion or solicitation to buy or sell any financial product relating to any companies under discussion or referred to or to engage in or refrain from doing so or engage in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.…
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Share Talk LTD
1 Zak Mir Speaks with Fiinu CEO Dr. Marko Sjoblom on New Strategic Partnership 7:40
7:40 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:40
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir caught up with Dr. Marko Sjoblom , Chief Executive Officer of Fiinu Plc , as the fintech company unveiled a major milestone in its growth journey. Fiinu has announced an exclusive strategic partnership with Conister Bank Limited , a subsidiary of Manx Financial Group , to bring its innovative Plugin Overdraft® product to the UK market. The partnership marks a significant step forward for Fiinu as it works to deliver a new kind of overdraft solution, designed to provide greater flexibility and accessibility to UK consumers. Why this matters: unbundling a 300-year-old product At first glance an overdraft might seem mundane — it’s a feature that’s been around for centuries. What Fiinu is attempting, however, is anything but ordinary. Dr. Sjoblom described the Plugin Overdraft® as “very revolutionary,” and with good reason: it unbundles a credit product traditionally tied to a bank account and makes it available independently to consumers through partner banks. Having worked on overdraft-style products in the UK for 15 years, Marko emphasized that once people understand what the Plugin Overdraft® does, the reaction is strong. The product is designed to be flexible, widely accessible and to be offered through partner banks rather than requiring Fiinu itself to operate as a full retail bank in the traditional sense. The Conister partnership — why it was chosen Fiinu announced an exclusive strategic partnership with Conister Bank to roll out the Plugin Overdraft® in the UK. Marko highlighted several reasons Conister is an ideal launching partner: They are nimble and able to move quickly. They have a long track record (90 years) and a credible retail presence. They already support products and customer bases that Fiinu can initially target — for example, Conister’s group-level payment products with over one million retail customers. The arrangement lets Fiinu present the product as “Conister Bank’s plug-in overdraft powered by Fiinu,” combining Conister’s regulated interface with Fiinu’s technology stack. Fiinu claims technical access to a very large potential market: they can already reach tens of millions of UK bank accounts and — via other banking partners — access up to 95% of Eurozone bank accounts. The immediate rollout will focus on Conister’s customers before scaling more broadly. Timing and next steps On timing, the plan remains to launch the product in Q4, and Fiinu is “still on track for that.” Marko described the team as finalizing the last pieces ahead of rollout. He also expects a steady stream of news as partnerships and deployments progress. From regulatory setback to a new start Fiinu’s recent history includes a painful regulatory episode. After an extended engagement with the UK regulators, the company had to surrender its bank licence in 2023 — a tough moment that prompted a strategy reset through 2024. Marko walked me through the regulatory journey in more detail: Securing a restricted licence in 2022 required a multiyear process (around 5½ years). Following that, Fiinu entered a mobilization period (the standard 12‑month window) with 19 conditions to satisfy before exiting mobilization. Fiinu met 18 of the 19 conditions; the single outstanding item related to capital requirements, and they ultimately failed on that point. Despite the licence surrender, independent audits showed Fiinu’s technology platform was robust and ready for production — a backbone for the current Conister deal. Regulation remains strict for a reason: licences allow firms to accept deposits and lend, with potential taxpayer exposure if things go wrong. Marko is supportive of the regulator’s role even as he acknowledges the process is demanding (filings for the bank licence ran to some 4,000 pages, with the mobilization creating another ~2,500 pages). Market reaction and Fiinu’s outlook Market sentiment toward Fiinu has swung dramatically. Marko noted the share price has risen roughly 3,200% year‑to‑date — a swing he attributes in part to the market having “written the company off” earlier. He framed the current position as the company rising “like the phoenix from the ashes.” He also shared a personal benchmark: a three‑year price target of 110 (his internal bonus plan target), while current levels are around 15. That comment signals considerable upside expectations from management, assuming execution and market conditions remain favourable. What makes the Plugin Overdraft® commercially attractive? A few elements combine to make the Plugin Overdraft® potentially lucrative: It addresses an underserved market left behind by high street banks that have retreated from certain forms of credit. It is integrated with partner banks’ distribution channels, allowing rapid scaling without Fiinu having to be the primary retail bank in every market. Fiinu’s technology is positioned as a white‑label or “powered by” solution that partners can adopt quickly. Marko’s assertion is simple: once customers and partners understand the product’s mechanics, adoption should follow — and that’s where the revenue opportunity lies. Regulation, fintech challengers and lessons learned We touched on comparisons with other challenger banks and fintechs that have struggled with regulators. Marko’s view is measured: yes, the entry bar is high, but that’s appropriate given the public interest in deposit safety. While the process is cumbersome and demanding, the outcome — a strong regulatory regime and careful licensing — protects consumers and the wider financial system. ""The barrier of entry is very high in the banking perimeter, but it's for a reason because ultimately they give you a license to take deposits and lend that money out."" Conclusion — why to watch Fiinu now Fiinu has navigated a difficult regulatory reset and come out with a clear path to market: a technically validated platform and a strategic distribution partner in Conister Bank. The Plugin Overdraft® is positioned as a unique product that unbundles an entrenched banking service, and the plan to launch in Q4 will be the first public test of that thesis. For investors, partners and fintech watchers, the key things to monitor over the coming months are: Execution of the Conister rollout and early consumer uptake. Further partnerships and geography expansion, especially into Europe. Regulatory developments or new licensing milestones that might expand Fiinu’s direct capabilities. Market reaction as actual product metrics (customers, usage, revenues) start to appear. If you follow fintech and embedded finance, Fiinu’s next few quarters will be telling: they’re moving from development and compliance to distribution and revenue. That shift — if executed well — could validate the Plugin Overdraft® as a genuinely disruptive product in personal credit.…
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Share Talk LTD
1 Tim McCarthy, Chief Executive Officer of ImmuPharma PLC talks to Zak Mir 30:47
30:47 나중에 재생 나중에 재생 리스트 좋아요 좋아요30:47
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Tim McCarthy, CEO of Immupharma, the speciality biopharmaceutical company that discovers and develops peptide-based therapeutics, announcing the filing of a groundbreaking new patent application for its lead asset, P140, the world’s first “Immunormalizer.” The three discoveries that reset the strategy Under-dosing: The team concluded the dose used in the Phase III trial was far too low — roughly 10 to 15 times lower than the dose they now believe is required to achieve the intended biological effect. Steroid confounding: Standard-of-care steroids given to patients in the trial suppress the immune system and masked P140’s effect. Future trials will include steroid tapering protocols so the drug’s impact isn’t obscured. Patient stratification — “super responders”: For the first time the team identified a patient profile that responds exceptionally well to P140. That diagnostic signature is central to the patent and allows the drug to be matched to the right patients. What P140 actually does — the Immunormalizer concept Tim described P140 as an agent that restores immune homeostasis rather than suppressing the immune system. That’s an important distinction: Most current therapies try to blunt or suppress immune activity (e.g., steroids or many immunomodulators), which can cause side effects and still leave patients vulnerable. P140 appears to "normalize" the immune response — increasing or decreasing components such as B cells toward a healthy balance depending on what the patient needs. In practice that means if a patient has excessive B-cell activity, P140 reduces it; if a patient has deficient activity, P140 can boost it — a balancing action not commonly seen in current treatments. "“We’ve coined the phrase ‘Immunormalizer’ — it brings the immune system back to normal homeostasis rather than simply suppressing it.”" Safety profile that matters Across preclinical studies, Phase I/II and the Phase III programme, P140 demonstrated an unusually clean safety record: no serious adverse events and very few side effects. Tim highlighted this as a major reason the team pursued the diagnostic-plus-therapeutic patent: a safe mechanism that can be targeted precisely. The diagnostic: identifying “Type M” immune disorder patients and super responders One of the most exciting elements of the patent is the combination of a diagnostic test with the therapeutic. The diagnostic identifies patients with what ImmuPharma calls a “Type M” immune disorder — those who are likely to be super responders to P140. This stratification means future clinical trials will enroll patients who have the biomarker profile most likely to benefit, improving the chance of clear, positive outcomes. The diagnostic is precise enough that it could identify at-risk patients even before symptoms appear, enabling earlier intervention. Tim suggested it could potentially be incorporated into routine health checks, allowing doctors to pick up vulnerability to autoimmune disease much earlier than current practice permits. "“We can identify those patients that are responding to P140 and identify them as the Type M patients before they’re even getting the disease.”" Clinical path forward: higher doses, steroid tapering, targeted enrolment Building on the three discoveries, the next clinical plan is straightforward: Use higher dosing (10–15× what was used previously) to reach therapeutic exposure. Incorporate steroid tapering in trial protocols to avoid immune suppression masking the drug’s effect. Enroll biomarker-positive “Type M” patients (super responders) to maximise the chance of demonstrating efficacy. These changes address the confounders that affected the earlier trial and are supported by additional preclinical work that underpinned the patent filing. From lupus to a broad autoimmune opportunity Although P140’s clinical history has focused on lupus, Tim explained the mechanism is broadly applicable across autoimmune diseases — there are around 50 recognised autoimmune conditions. The key is that within each disease there are subsets of patients who match the Type M profile and may respond to P140. That opens a large commercial and clinical opportunity: diagnose earlier, treat the right patients, and potentially prevent disease development. Tim compared the potential impact to other recent transformative therapies in adjacent areas — stressing that the market opportunity and patient benefit could be enormous. Commercial strategy: partners, patents and deals ImmuPharma’s plan is to partner with larger pharma companies for development and global reach. Tim said discussions with multiple big pharma partners were already underway prior to the patent filing and that the patent has catalysed deeper interest. Filing the patent helps validate the science for prospective partners and allows confidential due diligence to proceed. Tim expects deals (or multiple deals) to be closed before the end of the year, saying that talks are advanced and partners recognise the uniqueness of this technology. Big pharma has been actively seeking assets in autoimmunity; an asset that combines a precise diagnostic with a safe, disease-normalizing therapeutic is particularly attractive. Where ImmuPharma stands financially Tim confirmed that cash is not an immediate concern. A recent exercise of warrants brought additional funds into the company, and he expects partner deals to provide substantial commercial funding moving forward. He said the company is comfortably funded into the second half of next year and is focused on closing partnership deals to accelerate development. How the team feels — the CEO’s perspective After years of internal restructuring, new leadership, and focused scientific work, Tim was candid about the excitement in the team. On a 1–10 scale he jokingly put himself at an 11, reflecting the belief he and the team have in the uniqueness and transformative potential of P140. "“I’ve been in this business a long time, and I’ve never been in this position… this is absolutely unique.”" Key takeaways P140 is now positioned as an “Immunormalizer” that restores immune balance rather than suppressing it. The newly filed patent covers both a precise diagnostic and the therapeutic use, enabling targeted treatment of “Type M” patients (super responders). Past Phase III results are being reinterpreted: dose was too low, steroids confounded outcomes, and patients were not stratified. Next clinical steps include higher dosing, steroid tapering, and biomarker-based patient selection. ImmuPharma expects partnership discussions to convert into deals before year-end; cash position is secure for now. If validated clinically, P140 could be transformative across many autoimmune diseases and could even be used proactively to prevent disease in at-risk individuals. Final thoughts The combination of a novel mechanism, a strong safety profile, and a companion diagnostic makes ImmuPharma’s P140 a story worth following. If the team’s scientific conclusions hold up in controlled trials with the new dosing and patient selection strategy, P140 could represent a step-change in how autoimmune diseases are diagnosed and treated. If you care about developments in autoimmune therapy, keep an eye on partnership announcements and upcoming clinical designs from ImmuPharma — this is one of those rare biotech stories that blends scientific curiosity, hard data re-evaluation, and the potential for genuine patient impact.…
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Share Talk LTD
1 Zak Mir talks to Ippolito Cattaneo, Chief Executive Officer of Ajax Resources Plc 14:04
14:04 나중에 재생 나중에 재생 리스트 좋아요 좋아요14:04
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Ippolito Cattaneo, CEO of Ajax Resources, in the wake of this week's announcements of the completion of the acquisition of the La Norteña Licence area and the agreed terms to conditionally acquire a 74.75% interest in the Paguanta Project, a copper-gold project. Ajax Resources PLC (AQSE: AJAX) has entered into a conditional agreement to acquire a 74.75% interest in the Paguanta Project (“Paguanta”), a copper-gold project located in the Tarapacá Region of northern Chile, from Asara Resources Ltd, an ASX-listed company. Paguanta is an advanced exploration-stage polymetallic project historically recognised for its silver production. It hosts substantial mineral resources in silver, zinc and lead, with further identified potential for copper and gold. The project area comprises 14 exploitation concessions and 14 pending exploration concession applications, together covering approximately 7,800 hectares. Under the terms of the Acquisition: · The parties have until 25 November 2025 to negotiate final contractual terms of the contract and complete ("Completion"). · Ajax will undertake its due diligence prior to Completion. · Ajax may terminate the Agreement prior to Completion at no cost if the results of the due diligence are unsatisfactory. · The Acquisition will consist of the purchase of 100% of the share capital of Paguanta Resources (Chile) SpA, which in turn owns 74.75% of the share capital of Compania Minera Paguanta SA, which owns the Paguanta Project. Both companies are incorporated in Chile. · On Acquisition, both companies will be free of outstanding debt, other than debts novated to Ajax by the Vendor. The consideration for the Acquisition, should it proceed, will be: · Within 15 days of Completion: o US$50,000 in cash; and o US$100,000 in Ajax ordinary shares of 1 pence each ("Ordinary Shares"), calculated at the 7-day Volume Weighted Average Price (VWAP) prior to issue. · A further US$500,000 to be payable upon the definition of a proved reserve exceeding 25 million tonnes at ≥5% zinc equivalent. · A further US $500,000 to be payable upon the definition of a proved reserve exceeding 5 million tonnes of copper. · The vendor will retain a 1% net smelter royalty, commencing on the first anniversary of production operations at Paguanta, capped at a maximum amount of US$850,000 and subject to the average zinc price during the preceding two quarters exceeding US$2,600 per metric tonne. The principal zone of value within Paguanta is the Patricia Prospect, which has been the subject of the most extensive exploration to date. Patricia contains a JORC-compliant Mineral Resource of 6.8 million ounces of silver, 265 million pounds of zinc, and 74 million pounds of lead. Importantly, these resources remain open at depth and along strike, providing significant potential for further expansion. At present, the Vendor maintains Paguanta on a care and maintenance basis, while its operational focus remains directed toward its West African portfolio.…
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Share Talk LTD
1 Zak Mir talks to Segun Lawson, President & CEO of Thor Explorations 8:51
8:51 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:51
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Segun Lawson, President & CEO of Thor Explorations, in the wake of the recent announcement that the West African-focused minerals exploration and mining Company, which is currently producing gold from its wholly owned Segilola Gold Mine in Nigeria and is advancing its exploration properties in Senegal and Côte d’Ivoire. They include the Douta Gold Project in Senegal which is being advanced towards development. We delved into the company’s current priorities, the recent high-grade mineralisation intersected at Segilola (its flagship mine in Nigeria), and the broader growth story across West Africa — including projects in Senegal and Côte d’Ivoire. Below, I summarise the key takeaways, numbers and strategy Segun shared, and what it means for Thor’s investors. Why Segilola remains the priority Segilola is Thor’s cash cow . Segun made it clear that the company’s main focus this year is extending the mine life at Segilola because each additional year of production at current metrics is highly value‑creative. Segilola is already one of the lower cost gold mines globally for Thor; the company has fully repaid senior debt and is building cash monthly. Current production averages around 85,000 ounces per year. All‑in sustaining costs (AISC) are running at just under $1,000 per ounce. Segun put the economics in stark terms: at a gold price around $3,000/oz and the production/AISC profile above, every additional year of mine life translates into substantial free cash flow, which he described as “north of $100 million of free cash for every additional year” added to the bottom line. Actions underway to grow resource and life of mine Thor isn’t relying on hope — they’ve been actively investing to find more ounces and accelerate drilling: Increased exploration budget for Nigeria. Purchased new drilling rigs to speed up the pace of drilling. Completed structural studies over the last few years to better target mineralized zones. Segun emphasized that with the mine’s strong margins, “every additional ounce of gold we find now is hugely value creative.” Where Thor stands financially and why it may not be “too late” Thor’s share price has performed strongly — up roughly 2x year‑to‑date at the time of our discussion — and Segun addressed an obvious investor question: is it too late to get in? "“I don't think so. Our values are underpinned by our production and existing mine life. If we were, in the unlikely event, not to find another ounce of gold, we would still generate very strong cash. We are paying a dividend at the moment over the next two years and we are delivering value to shareholders just based on our existing project.”" In short: Thor already generates strong cash flow from Segilola, has a clean balance sheet after repaying senior debt, and is returning capital to shareholders. That base case gives investors downside protection while the company pursues upside through exploration and development. Development and exploration pipeline: Senegal and Côte d’Ivoire Segun highlighted two key growth pillars beyond Nigeria: Senegal (Douta and related assets) The Douta project is advancing through a Preliminary Feasibility Study (PFS) expected to be completed soon; this will be the first time a formal set of economics are published for the asset. Segun described Douta as materially larger in terms of ounces than what Thor currently produces in Nigeria and expects a mine life north of 10 years, although at a lower grade and hence likely a lower margin compared to Segilola. The PFS is viewed as a significant rerating opportunity for the company once economics are released. Côte d’Ivoire (early stage and near‑term drilling) Thor entered Côte d’Ivoire in 2024 and has started reporting drilling results. Segun noted encouraging results at the company’s Guichi (100% owned) project and mentioned an earlier‑stage target, Maravei, where they plan to start drilling later in Q3 and continue through year‑end. This jurisdiction provides “blue sky” exploration upside and a portfolio of targets at different stages of maturity. Why these jurisdictions — and why Thor’s approach works Thor operates in Nigeria, Senegal and Côte d’Ivoire — three very different operating landscapes, but Segun argued each has strong merits: Nigeria: Thor built the first (and so far only) large‑scale gold mine in the country. Rather than viewing Nigeria as an exotic, risky jurisdiction, Segun points out that it’s a sophisticated economy with large amounts of foreign direct investment across sectors, a skilled workforce, and a mining code that allows 100% project ownership, tax holidays and repatriation of foreign exchange. Senegal: A proven mining jurisdiction with existing producing mines and projects under development. Strong local geological expertise and government institutions make it straightforward to operate there. Côte d’Ivoire: One of West Africa’s success stories in moving projects from exploration to production; the country hosts many recent and active mine developments. Segun believes Thor’s early mover status in Nigeria gave the company a blueprint and operational learnings that are transferable as they expand elsewhere. Investor takeaways Base case strength: Segilola is producing cash at attractive margins and the company is debt‑free at the senior level while paying dividends — that reduces investment risk. High leverage to exploration success: Extending Segilola’s mine life materially increases free cash flow and shareholder value; Thor has increased exploration spend and drilling capacity to deliver that growth. Portfolio growth: The Douta PFS in Senegal is a near‑term milestone that could unlock meaningful rerating potential, and Côte d’Ivoire provides additional exploration upside. Jurisdiction risk: While some investors may perceive Nigeria as risky, Segun argues the country offers significant upside and has the regulatory framework and skills to support mining operations. Conclusion Thor Explorations today is a company with a strong, cash‑generating operation at Segilola and an active program to extend that mine life — a move that, at current gold prices and production metrics, translates into substantial free cash per added year. At the same time, Thor is advancing a development project in Senegal and building an early‑stage portfolio in Côte d’Ivoire. That combination of cash flow, dividends, near‑term development catalysts and exploration upside is what Segun argues makes Thor compelling today. If you’re tracking junior producers and developers in West Africa, Thor is a name worth watching: they already produce, they’re paying shareholders, and they’re investing to create more ounces and more years of production. Disclaimer & Declaration of Interest: The information, investment views, and recommendations in this Zaks Traders Cafe interview are provided for general information purposes only. Nothing in this interview should be construed as a promotion or solicitation to buy or sell any financial product relating to any companies under discussion or referred to or to engage in or refrain from doing so or engage in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but 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.…
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Share Talk LTD
1 Zak Mir talks to Howard White, Interim Chairman, Hydrogen Utopia International 12:56
12:56 나중에 재생 나중에 재생 리스트 좋아요 좋아요12:56
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak's Traders Cafe spoke with Howard White, interim chairman of Hydrogen Utopia International, about a significant strategic pivot: moving from a focus on hydrogen for transportation to supplying ultra-low-cost, "super green" hydrogen to heavy industry in the GCC. What follows is a clear-eyed look at the technology, the economics, the environmental opportunity, and the commercial plan Daniel and I discussed with Howard. Why the pivot from vehicles to industry? Hydrogen for cars, trucks and buses has been promised for years but growth is still modest. As Howard pointed out, there are fewer than 100,000 hydrogen vehicles worldwide today, with roughly 70% of them in the Far East. At small scale, hydrogen is expensive—which makes it a weak competitor to petrol, diesel and even electricity for most road transport applications. That reality prompted Hydrogen Utopia to take a fresh look at where hydrogen demand is both large and price-sensitive: heavy industry. Cement and steel plants are enormous energy consumers and major CO2 emitters. A typical, reasonably sized cement plant could take on the order of 100,000 tonnes of hydrogen per year. If hydrogen can be provided at a price close to natural gas, industry can decarbonize at scale. The Inentech advantage: TRL9, modular and proven Hydrogen Utopia has secured exclusive access to Inentech technology—a process with a Technology Readiness Level (TRL) of 9 , meaning it is fully commercialized and proven. Importantly, the company is modularizing the technology to match the operational scale of industrial customers. Rather than building massive single plants, the approach is to deploy multiple modular facilities collocated with cement or steel plants. ""We have been running [this technology] for 20 years and fully operational for 13 years."" That operational history is critical: it reduces deployment risk and allows Hydrogen Utopia to offer long-term offtake agreements and predictable pricing for industrial customers. Target pricing: super green hydrogen at about 1.5 cents/kg Perhaps the most striking claim Howard made is the target delivered hydrogen price: about 1.5 cents per kilogram (in certain GCC countries, supported by grants and interest-free loans). At that level, hydrogen becomes highly competitive with natural gas for many industrial uses. Key enablers of this ultra-low cost are: Using non-recyclable mixed waste (including plastics, tyres and oil sludge) as feedstock. Modular, proven Inentech deployments co-located with customers—eliminating hydrogen transport costs. Financial support in the GCC for "super green" hydrogen projects (grants, favourable financing), which conventional renewables-to-electrolyser projects may not receive. Waste-to-hydrogen: scale and environmental benefits The process not only produces hydrogen, it also destroys problematic plastic additives and toxic contaminants that traditional recycling and incineration do not address. Howard highlighted several environmental advantages: Destruction of tens of thousands of pollutants added to plastics (PFAS and other additives). Ability to process large volumes—one facility could consume roughly 250,000 tonnes of mixed waste plastics per year . Four such facilities would process 1 million tonnes annually. Co-processing of tyres and oil sludge, addressing difficult waste streams (Howard referenced the large tyre stockpiles in Kuwait as an example). ""Plastic is fantastic and it is a material that they should be allowed to produce as much as they want as long as they do something about the destruction of it."" Revenue model: hydrogen, CO2, fees and credits Hydrogen Utopia expects multiple revenue streams from each deployment: Hydrogen sales —long-term offtake agreements with cement and steel plants (30-year contracts are the target). CO2 sales for Enhanced Oil Recovery (EOR) —in the GCC, CO2 has market value for boosting production from mature fields. Management fees —Hydrogen Utopia plans to run each project as a special purpose vehicle (SPV) and earn fees/ownership percentages. Carbon credits —deployments will generate significant CO2 savings and may qualify for credits. Howard expects each SPV to be comfortably profitable (internal rates of return in the high teens), even at the low hydrogen price point. The company will take a conservative, staged approach: secure non-binding offtake LOIs first, then raise project financing supported by LOIs and regional funders. Market focus: GCC first, regulatory tailwinds The GCC (Saudi Arabia, UAE, Kuwait and other Gulf states) is Hydrogen Utopia’s primary target market. Reasons include: Large industrial clusters (cement, steel, petrochemicals) with substantial hydrogen demand. Regional policymakers offering grants and concessional financing for waste-to-hydrogen "super green" projects. Existing demand for CO2 in EOR operations. Howard is optimistic that with the right legislation—such as mandatory separation of plastics—the feedstock supply challenge could be addressed quickly. He expects government and oil-company interest (including state majors like Saudi Aramco and regional sovereign projects) as a pragmatic alternative to international attempts at capping plastics production. Commercial approach and risk management Hydrogen Utopia plans to: Deploy projects as SPVs collocated with customers to avoid hydrogen transport and simplify integration. Secure long-term offtakes (30 years) with gradual pricing: slightly higher in the first five years, stable and low thereafter. Leverage grants and interest-free lending available for waste-to-hydrogen solutions in the region. Start modestly and scale pragmatically—no "ask us for half a billion dollars up front" approach. What success looks like In Howard’s view, a small number of well-placed facilities in the GCC could make a substantial dent in both hydrogen cost curves and global plastic pollution. A handful of 250,000-ton-per-year waste-processing facilities would divert massive volumes of waste from landfills and oceans while producing competitively priced hydrogen for decarbonizing heavy industry. He also stressed the broader strategic appeal: for oil majors and national oil companies, investing in waste-to-hydrogen can soften the political and reputational pressure arising from plastic production, while providing new revenue streams. Outlook and next steps Hydrogen Utopia is now focused on signing LOIs and offtake agreements with cement and steel producers in the GCC, structuring SPVs for projects, and engaging regional funders who are keen to support super green hydrogen. The combination of a proven TRL9 technology, modular deployment, strong regional incentives, and multiple revenue streams makes this a high-conviction pivot for the company. Conclusion The story here is pragmatic: use a proven industrial technology to turn problem waste into a valuable decarbonization feedstock at scale. By targeting large, price-sensitive industrial consumers in the GCC and pairing modular Inentech plants with favourable financing and policy support, Hydrogen Utopia aims to deliver hydrogen at a price that changes the equation for heavy industry decarbonization. If successful, the model could both undercut the cost barriers facing hydrogen adoption in industry and create a sizable new pathway for responsibly destroying mixed, non-recyclable plastics and other hazardous waste.…
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Share Talk LTD
1 Panther Metals (LON: PALM) Bitcoin, Tailings, and a High-Conviction Pivot 13:56
13:56 나중에 재생 나중에 재생 리스트 좋아요 좋아요13:56
나중에 재생 나중에 재생 리스트 좋아요 좋아요In a recent conversation with Zak Mir from Zak’s Traders Café, Panther Metals CEO Darren Hazelwood outlined a strategy unlike any other in the London junior market. The company is not only pursuing brownfield exploration and development in Canada but is also in the process of building out a Bitcoin-backed treasury to avoid dilution, unlock alternative financing, and position itself at the convergence of digital capital and physical assets. Panther’s evolution over the past two months reflects a rare attempt to bring the benefits of crypto-native capital models into the resource sector. Hazelwood’s goal is clear: to monetise assets, fund development, and protect shareholder value without relying on traditional equity issuance. Whether through tailings cash flow or Bitcoin leverage, Panther is moving with speed and conviction. A Different Kind of Treasury On June 23rd, 2025 , Panther announced its intention to build a Bitcoin-backed treasury strategy, initially planning to raise up to £4 million via warrant exercises and a traditional equity raise. This treasury would be used both as a long-term balance sheet asset and as collateral to secure strategic acquisitions such as the Pick Lake deposit. A follow-up RNS on July 30th, 2025 clarified a pivot in this approach. Panther confirmed it would no longer pursue a conventional public raise. Instead, it is developing a Bitcoin-to-equity subscription mechanism. Under this model, investors will be able to subscribe for new shares using Bitcoin. The BTC will be converted into GBP immediately prior to settlement, with Panther then repurchasing Bitcoin on-market to maintain treasury exposure. While this still results in dilution, as new shares are issued, it avoids the significant costs typically associated with small-cap placings: no discounting, no broker fees, and no warrants. The strategy aims to maximise capital efficiency and align long-term value creation with Panther’s digital-physical asset blend. “ It’s a company that’s moving towards cash-generative activities that will enable us to build our BTC treasury as we go along that curve,” Hazelwood said in the podcast. “We become a natural hedge between the fiat world and the crypto space… all of our commodities are priced and traded in fiat currency. So we sit between the two.” Panther is operationalising this structure with CoinCorner Ltd, a Bitcoin services provider based in the Isle of Man, and Evoke Solutions, a UK-based advisory firm, to ensure secure custody, regulatory compliance, and governance standards. From Ontario to Dubai The treasury strategy is not confined to Panther’s London listing. Hazelwood revealed that the company is actively exploring a regulatory base in Dubai, where cryptocurrency ownership per capita is among the highest globally. Calling it “ the new Istanbul… a gateway between East and West, ” he highlighted the city’s appeal for traders, its favourable tax framework, and its increasing status as a bridge between fiat and decentralised capital. The move was flagged again in Panther’s July 30th treasury update , where the company also reiterated its focus on maintaining regulatory clarity while expanding its investor base. Back to the Rock While Panther’s Bitcoin pivot has drawn significant attention, the company’s exploration assets are also showing near-term value. On 31st July , Panther published results from its initial sampling of the Winston tailings in Ontario. The announcement reported high-grade material including 0.814 grams per tonne gold, 21.9 grams per tonne silver, 2.20 percent zinc, 0.20 percent copper, 496 ppm cobalt, and 122 ppm gallium. These findings validate historical assumptions from the 1980s and 1990s, when the original operators focused exclusively on zinc. “ Now that gold, if it was in the deposit… it had to have gone in the tailings, ” Hazelwood told Zak Mir. “ We knew we were only going to scrape the very surface… the grades were phenomenal. ” Crucially, the Winston site is a brownfield location with existing infrastructure, including power, roads, fencing, and water handling. The 2021 feasibility study for the adjacent Pick Lake deposit, which hosts the bulk of the Winston Project’s resource, valued the site at a pre-tax NPV of C$176 million using conservative pricing assumptions. This setup allows for a near-term cashflow opportunity, with the potential to fund construction of a full processing plant, without diluting shareholders. Managing the Capital Stack Hazelwood believes that combining tailings cashflow with a Bitcoin-backed balance sheet could allow Panther to secure longer-duration debt on improved terms. “ There is definitely the potential that this could build the mine, pay for our exploration, and everything else around the site, ” he said. The company expects to release further test work results and an engineering review in the coming weeks to advance this thesis. Panther previously confirmed the sampling programme in early July. Insider Commitment Confidence in the strategy is not limited to public statements. On 30th June , Panther disclosed that CEO Darren Hazelwood and Chairman Nicholas O’Reilly had subscribed for a combined £132,000 of new shares at 69 pence, increasing their holdings to 7.06 percent and 1.91 percent respectively. Both purchases were made at or above prevailing market prices at time of purchase ,underscoring belief in Panther’s direction and underlying asset value. Despite this progress, the company’s market capitalisation remains around £5 million. Hazelwood noted in the interview that such a low valuation leaves Panther exposed. “ This is a very, very clear story now, ” he said. “ It’s easy to understand. I guess my biggest fear would be a potential takeover of us where we currently sit. ” A Model in Motion Panther’s attempt to straddle the worlds of resource development and decentralised finance is ambitious. The Bitcoin-for-equity mechanism still needs to pass regulatory review, and Winston tailings economics must be validated through formal metallurgical analysis. But with clear execution on its early-stage promises, a strong management stake, and a capital model designed to reduce dilution, Panther may be pioneering a new playbook for junior resource companies. As Hazelwood put it, “ It’s all happening at Panther.” Investors may want to pay attention, before the story gets priced in.…
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Share Talk LTD
1 Zak Mir talks to Eric Benz, CEO and David Craven, an investor at Vaultz Capital. 13:33
13:33 나중에 재생 나중에 재생 리스트 좋아요 좋아요13:33
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Eric Benz, CEO and David Craven, an investor at Vaultz Capital. They discuss V3TC's strategic vision for market leadership, and building a world-class team, as well as capital backing from Aura, and building Bitcoin as a core treasury asset. V3TC’s strategic vision for market leadership Capital backing from Aura & new investors ₿ Bitcoin as a core treasury asset Building a world-class team Rebranding and Expanding Market Presence Vaultz plans a forthcoming rebrand to broaden its appeal and communicate its mission more effectively. The goal is to become a household name synonymous with Bitcoin adoption and treasury strategy — a brand that resonates across generations, from retail investors to institutional players. David Craven explained that this rebranding will help lower barriers to entry, creating simplicity and safety for all types of investors. Vaultz aims to be the go-to platform for anyone interested in Bitcoin treasury management, whether or not they personally hold Bitcoin. Global Ambitions and Capital Support While the UK market is the initial focus, Vaultz has its sights set on global expansion. Partnerships with key US investors and other international stakeholders are already in discussion, positioning Vaultz to become a global leader. Capital raising is central to this growth plan. Vaultz recently closed a funding round and intends to continue raising capital to support Bitcoin accumulation and operational expansion. Their strategy involves engaging retail, institutional, and high-net-worth investors to build a robust equity base. Why Vaultz Capital Stands Out The combination of a clear strategic focus, a strong leadership team, and solid capital backing makes Vaultz a compelling player in the Bitcoin treasury space. David Craven summed up the opportunity by reflecting on the extraordinary growth of Bitcoin since its early days: ""In 2010, 10,000 Bitcoin would have bought you two pizzas. Today, 10,000 Bitcoin is worth around 850 million pounds. It is astonishing the performance of the asset class."" This staggering growth underpins Vaultz’s mission to accumulate Bitcoin as a store of value, continuously raise capital, and execute relentlessly to achieve market leadership. Looking Ahead: What to Expect from Vaultz Capital Vaultz Capital is on a fast track to establish itself firmly in the Bitcoin treasury landscape. Key upcoming developments include: Rebranding to enhance market presence and brand recognition. Additional capital raises to fuel further Bitcoin accumulation. Expansion into new markets to increase liquidity and investor participation. Strengthening the team and advisory board to support growth and innovation. With a seasoned leadership team, strategic clarity, and a commitment to responsible growth, Vaultz is set to become a major force in the digital asset ecosystem, driving Bitcoin adoption and reshaping treasury management for the future. Stay tuned as Vaultz Capital continues to build momentum and redefine what it means to be a Bitcoin treasury leader.…
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Share Talk LTD
1 Zak Mir talks to Nick Thurlow, Executive Chairman of Hamak Gold 8:48
8:48 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:48
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak Mir talks to Nick Thurlow, Executive Chairman, Hamak Gold, following the announcement of the acquisition of 20 Bitcoin as part of its broader capital allocation and treasury management strategy. This move marks the Company’s first foray into digital asset investment and reflects a proactive approach to value creation and balance sheet optimisation. Hamak Gold’s Transformation: A New Chapter Begins Since early July, Hamak Gold has undergone a notable transformation. Nick Thurlow, along with a group of experienced professionals, took over the company and raised £2.4 million to build on the existing business while integrating a digital asset treasury component. This strategic pivot aims to capitalise on the growing interest and institutional demand for crypto assets, particularly within the UK market, which Nick describes as “massively underweight” in this area. Nick highlights that the goal is to position Hamak Gold as a bridge for investors—especially institutions—to gain exposure to digital assets through a regulated and well-structured vehicle on the London Stock Exchange (LSE). This approach seeks to address the gap in the market where many investors remain cautious or underserved in the crypto space. Hamak Gold’s Twin Bet: West African Discovery Meets Bitcoin Treasury Pivot What Sets Hamak Gold Apart in the Digital Asset Space? While many companies have recently jumped onto the digital asset bandwagon, Hamak Gold distinguishes itself through a combination of experienced management, a robust strategy, and a long-term value creation mindset. Nick emphasizes the importance of building a strong foundation with the right partners, including lawyers, auditors, bankers, and regulated advisors, to navigate the complexities of institutional investment. Nick’s background in tier-one banks, asset management, and family office investing underpins Hammock’s strategic approach. The company aims to serve not only retail investors but also to attract larger institutional capital by demonstrating disciplined risk management and governance. This foundation is crucial for managing the volatility and rumors that often accompany emerging asset classes, as Nick advises investors to remain patient through the inevitable swings. Embracing Flexibility in Digital Asset Treasury Management One of the most compelling aspects of Hamak Gold’s strategy is its flexibility. Nick draws on his extensive treasury experience to stress that holding a single asset is rarely a prudent risk management strategy. The company’s digital asset treasury policy, which Nick refers to as “Bitcoin Treasury 2.0,” aims to evolve beyond the pioneering efforts of firms like MicroStrategy by incorporating broader asset diversification and dynamic risk management. Hamak is assembling a team of world-renowned advisors, including Dr. Arthur Laffer, to navigate the next five years of this rapidly changing space. Addressing Market Volatility and Investor Concerns Nick acknowledges that the company’s rapid share price appreciation—up 10x since the start of the year and 43% in a single week—has brought increased market scrutiny and volatility. This volatility is a natural part of being a growing company in a nascent market. Nick explains that reaching a larger scale, with a balance sheet of £50-100 million, will help stabilize price swings and reduce rumor-driven fluctuations. Until then, investor confidence and understanding are paramount. The Future of Digital Assets and Hamak Gold’s Role Looking ahead, Nick sees digital assets fundamentally reshaping how investors manage portfolios and how financial markets operate. He points to recent innovations like Robinhood’s use of blockchain technology to enable 24/7 retail trading, illustrating how digital assets and blockchain will revolutionize traditional finance. Nick concludes with a strong conviction that digital assets, particularly Bitcoin, are becoming a fundamental reserve currency worldwide. Hamak Gold is well-positioned to be at the forefront of this transition, combining traditional financial rigor with innovative digital asset strategies. Conclusion Hamak Gold’s bold move into digital asset treasury management represents a strategic evolution grounded in experience, discipline, and adaptability. Under the leadership of Nick Thurlow, the company is not just following the crypto trend but aiming to set new standards for institutional-grade digital asset investment in the UK and beyond. For investors looking to understand how traditional asset management expertise can intersect with the future of digital finance, Hamak Gold offers a compelling case study. As the digital asset landscape continues to evolve, Hammock’s journey will be one to watch closely.…
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Share Talk LTD
1 Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium Group Limited 12:11
12:11 나중에 재생 나중에 재생 리스트 좋아요 좋아요12:11
나중에 재생 나중에 재생 리스트 좋아요 좋아요Coinsilium'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
25:04 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:04
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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
6:52 나중에 재생 나중에 재생 리스트 좋아요 좋아요6:52
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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
6:34 나중에 재생 나중에 재생 리스트 좋아요 좋아요6:34
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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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1 Interview with Jim Mellon: Insights on the 2025 Market Landscape and Investment Strategies 9:15
9:15 나중에 재생 나중에 재생 리스트 좋아요 좋아요9:15
나중에 재생 나중에 재생 리스트 좋아요 좋아요In 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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1 Sam Garrett Chief Executive Officer of Great Southern Copper talking with Andrew Scott 2:52
2:52 나중에 재생 나중에 재생 리스트 좋아요 좋아요2:52
나중에 재생 나중에 재생 리스트 좋아요 좋아요Great 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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1 Zak Mir Talks to Howard White, Non-Executive Chairman of Hydrogen Utopia Intl 18:50
18:50 나중에 재생 나중에 재생 리스트 좋아요 좋아요18:50
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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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1 Greg Martr, the Executive Chairman of Capital Metals Talks To Zak Mir 8:23
8:23 나중에 재생 나중에 재생 리스트 좋아요 좋아요8:23
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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
5:48 나중에 재생 나중에 재생 리스트 좋아요 좋아요5:48
나중에 재생 나중에 재생 리스트 좋아요 좋아요In 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
5:12 나중에 재생 나중에 재생 리스트 좋아요 좋아요5:12
나중에 재생 나중에 재생 리스트 좋아요 좋아요In 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
4:47 나중에 재생 나중에 재생 리스트 좋아요 좋아요4:47
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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
14:58 나중에 재생 나중에 재생 리스트 좋아요 좋아요14:58
나중에 재생 나중에 재생 리스트 좋아요 좋아요Zak 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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1 Transforming Biotech: Insights from Tim McCarthy, CEO of ImmuPharma 31:32
31:32 나중에 재생 나중에 재생 리스트 좋아요 좋아요31:32
나중에 재생 나중에 재생 리스트 좋아요 좋아요ImmuPharma PLC (AIM: IMM) CEO Tim McCarthy spoke with Zak Mir. In the world of biotechnology, companies often face unique challenges, particularly when it comes to navigating public markets and securing investment. Tim McCarthy, CEO of ImmuPharma, shares his insights on the current state of the biotech industry, the innovations at ImmuPharma, and the importance of effective communication with investors. Join us as we delve into ImmuPharma's transformative journey, the significance of its groundbreaking research, and what the future holds for the company. The Landscape of Biotech Investment Tim opens the discussion by acknowledging the struggles that biotech firms, especially those listed on the London market, often encounter. The UK and Europe lack the depth of capital markets that are available in the US, making it more challenging for biotech companies to thrive. Tim reflects on his extensive experience in the sector. He highlights that the primary issue is not just access to capital but also the understanding of what biotech companies bring to the table. “We don’t have the same appreciation for the intellectual resources that biotech brings,” he notes. This lack of recognition has led to many small biotechs leaving the market, unable to secure the funding they desperately need. Tim emphasizes that for many biotech companies, the public market is critical for raising capital, particularly during the development phases when they are not generating revenue. The Importance of News Flow One of the key elements for biotech companies like ImmuPharma is maintaining a steady flow of substantial news. Tim explains that news flow is the lifeblood of biotech companies. It’s not enough to release press releases just to remain visible; these updates need to convey meaningful progress and be understandable to a broader audience. “The majority of investors out there are not scientists,” he points out, highlighting the need for clarity in communicating complex scientific advancements. Tim believes that if investors better understood the technology and breakthroughs, it could lead to improved valuations and liquidity for biotech companies. https://www.share-talk.com/transforming-biotech-insights-from-tim-mccarthy-ceo-of-immupharma/…
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Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
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The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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