The Sunday Roast

In this episode of The Midweek Takeaway, Kevin Hornsby speaks with Michael Jones of Delta Technologies following the company’s latest breakthrough.

They discuss the rapid progress from listing to filing a provisional patent in just six months, alongside developments in quantum technology and collaborations with leading universities including the University of Toronto and Penn State.

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be co...

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby speak with Ippolito Cattaneo, CEO of Ajax Resources, about the company’s strategy of acquiring undervalued mining assets and building value through development.

The discussion focuses on their investment in a European uranium spin-out, the potential of historic mining licences, and how Ajax aims to unlock value across its broader portfolio.

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general in...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest market themes, including UK–US relations, soft power, crypto markets, commodities and the wider small-cap landscape.

The show features interviews with Coinsilium Group, Critical Mineral Resources, and EnergyPathways plc, covering digital assets and prediction markets, Moroccan copper exploration, and the UK’s long-duration energy storage opportunity.

The episode wraps up with the latest movers and shakers, plus the usual football, streaming and weekend chat.

00:00 - 00:04:39 Weekly News Roundup
00:04:39 #COIN Interview
00:26:50 #CMRS Interview
00:47:12 #EPP Inte...

In this episode of The Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer discuss the growing opportunity around international arbitration cases, market valuations, and the potential upside for investors.

The episode features Andrea Cattaneo of Zenith Energy, alongside discussion around Panthera Resources and wider arbitration-linked small-cap opportunities, including claim values, legal milestones, possible settlements, and how these cases can unlock significant shareholder value.

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the latest global developments impacting markets, including geopolitical tensions in the Middle East and their effect on energy and investor sentiment.

The show features interviews with Rift Helium, Solvonis Therapeutics plc, and Karelian Diamond Resources. Discussions cover helium exploration and market dynamics, advances in biotech and drug development strategy, and updates on diamond exploration and recent drilling progress.

The episode wraps up with the latest market movers, fundraises, and commentary across key sectors.

00:00 - 00:06:02 Weekly News Roundup
00:06:02...

In this episode of The Midweek Takeaway, Kevin Hornsby and Phil Carroll is joined by Paul from Active Energy Group to discuss the company’s digital infrastructure strategy and plans for a potential 100MW rollout in the UAE.

The conversation covers the group’s low-cost power model, dual revenue streams through hosting and Bitcoin mining, and how partnerships are helping accelerate growth and future cash flow.

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer discuss the latest global market developments, including geopolitical tensions, energy markets, and macro trends shaping investor sentiment.

The show features interviews with Sovereign Metals Limited, Zenith Energy, and Active Energy Group PLC, covering key updates across critical minerals, energy production, and digital infrastructure, alongside insights into financing, project development, and future growth plans.

The episode wraps up with the latest market movers and a lighter look at football, Formula 1, and current events.

00:00 - 00:11:04 Weekly News Roundup
00:11:04 #SVML Interview<...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer deliver their April 2026 quarterly portfolio review, breaking down key stocks across the watchlist including #DELTA, #GMET, #AMRQ, #BZT, #EPP, #SVML, #XTR, #SVNS, #JLP, #ARS, #AJAX and more.

The discussion covers major movers, market trends, and high-conviction “moonshot” plays, with insights into commodities, energy, AI, and the global macro backdrop shaping investor sentiment.

00:00 - 00:02:08 Intro
00:02:08 #DELTA 
00:03:16 #GMET 
00:04:30 #AMRQ 
00:05:36 #BZT 
00:06:46 #EPP 
00:07:39 #SVML  
00:09:54 #XTR 
00:11:59 #SVNS 
00:14:04 #JLP 
00:17:42 #ARS 
00:18:16 #AJAX 
00:24:24 #GWMO 
00:27:42 #ATN 
00:32:54 #EGT 
00:39:05...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the latest global developments impacting markets, including Middle East tensions, oil price movements, and wider macro uncertainty.

The show features interviews with European Green Transition plc, Aterian plc, and Arkle Resources plc, covering renewable energy growth, AI-driven mineral exploration, and uranium opportunities amid rising demand for critical resources.

The episode wraps up with key market movers across mining, commodities, and global equities, alongside broader insights into investor sentiment and macro trends.

00:00 - 00:05:56 Weekly News Roundup
00:05:56 #EGT Interview
00:45:06 #ATN...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby discuss the key global news shaping markets this week, including rising tensions in the Middle East and what this could mean for energy supply, inflation and overall market sentiment.
The show features interviews with Fulcrum and Halo, covering tailings projects, copper resource development, and how innovative, ESG-focused approaches are unlocking value from legacy mining assets, alongside an interview with Aterian PLC exploring its latest developments and strategy.
The episode also touches on the growing importance of critical minerals such as copper and tantalum, alongside broader...

This week on The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down a volatile macro backdrop, from rising geopolitical tensions in the Middle East to inflation risks and what it all means for markets.

We’re joined by Panthera Resources, discussing its $1.5bn arbitration case against India, the timeline, potential outcomes, and why the market may be underpricing the opportunity.

The team also speaks with Botswana Diamonds, exploring its AI-driven exploration strategy, vast geological database, and how it’s targeting multiple high-potential assets across Africa.

Alongside the interviews, the team cove...

In this Midweek Takeaway, Phil Carroll, Kevin Hornsby and Charles Archer are joined by Colin Bird to discuss the latest developments across his portfolio.

The conversation covers Xtract Resources, Bezant Resources, African Pioneer and Kendrick Resources, with updates on project progress, exploration results and the pathway towards production and cash flow.

Colin also shares insights into resource growth, development strategy and the broader opportunity across multiple assets, highlighting key catalysts and what investors can expect in the months ahead.

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer discuss the major global news shaping markets this week, including escalating tensions around Iran and the Strait of Hormuz, and what potential disruption to global energy supply could mean for oil prices, inflation and the wider global economy.

The show features interviews with Paul Elliott, CEO of Active Energy Group, discussing the company’s UAE energy and digital infrastructure projects and plans to scale modular energy sites across the Gulf region, as well as Mark Creaser and Siam Kidd from Astrid Intelligence, who ex...

In this episode of The Midweek Takeaway, Kevin Hornsby and Charles Archer are joined by Pieter Krügel, CEO of Quantum Data Energy plc, to discuss the company’s recent transformation following its rebrand from Mast Energy.

Pieter explains the progress made in strengthening the balance sheet, the remaining warrant overhang due to expire in July, and the strategy to scale the company’s flexible power generation portfolio toward a 300MW target through new developments and acquisitions.

The conversation also covers the growing opportunity to supply power to AI data centres, the role of flexible gas g...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby are joined by Charles Archer to discuss the major market themes shaping the week, including rising geopolitical tensions around Iran and the Strait of Hormuz and what that could mean for global energy supply, commodities, and investor sentiment.

The show features interviews with Rick Rule of Rule Investment Media, who shares his macro outlook on gold, silver and precious metals, the future of fiat currencies, and why he believes the long-term bull market in resources is still underway. The episode also includes company interviews with...

In this episode of the Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Paul Welch, CEO of Buccaneer Energy, to discuss the company’s £350,000 fundraise and the $425,000 acquisition of the Carlisle 1 well in Texas.

Paul outlines how the deal lifts production to around 160 barrels of oil per day, with a clear pathway to 250–300 bopd through waterflood expansion and a 100% uplift from the organic oil recovery pilot. With operating costs below $5 per barrel and a sub-12 month payback period at current oil prices, the focus is firmly on cash flow growth and scaling the Pine Mills field...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby begin by discussing rising tensions around Iran and the potential impact on oil prices, gold and wider market volatility as geopolitical risk returns to the forefront.

The show then moves into company interviews, starting with Hamak Strategy, outlining its gold and Bitcoin treasury approach and long-term value strategy. This is followed by Critical Mineral Resources, discussing its newly granted 10-year Moroccan mining licence and development plans, before the main guest Xtract Resources, which provides a detailed update on project progress, strategy and growth ambitions.

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Pieter Krugel, CEO of Quantum Data Energy, to discuss the company’s accelerating growth in flexible generation.

They cover progress at Highbridge, the Borders project partnership to reduce dilution, the upcoming 7.5MW and 5MW sites entering production, and the wider 40MW development pipeline. The conversation also touches on refinancing plans, free cash flow per megawatt, and how Quantum’s strategy positions it to benefit from rising AI and data centre energy demand.

Disclaimer & Declaration of Interest

This podcast may...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down the biggest geopolitical stories of the week — from royal headlines and UK political implications to rising tensions in the Middle East, the Strait of Hormuz risk premium, and the ongoing Russia-Ukraine conflict entering its fourth year.

The show features in-depth interviews with Leon Coetzer (Jubilee Metals) and Ryan Mee (Fulcrum Metals). Jubilee discusses accelerating copper production in Zambia, expansion at Roan and Mufulira, progress at the Large Waste project, and the long-term resource growth strategy. Fulcrum outlines its Cyanide free multi me...

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

Disclaimer & Declaration of I...

In this episode of The Midweek Takeaway, we’re joined by Paul Welch, CEO of Buccaneer Energy, to discuss the company’s successful organic oil recovery pilot at Pine Mills in East Texas.

The low-cost treatment doubled production from 15 to 30 barrels per day, with one well’s water cut falling from 80% to zero — boosting both output and margins. Paul explains how the process works, how quickly it could impact cash flow, and plans to roll it out across the wider field in 2026.

We also touch on growth ambitions, acquisition strategy, and the goal of significantly increasi...

In this episode of The Midweek Takeaway, we’re joined by Sapan Ghai, Chief Commercial Officer of Sovereign Metals Limited to discuss the company’s latest non-binding MOU with Praxis under the US Government’s Project Volt Strategic Critical Minerals Reserve.

We dive into the significance of refractory-grade graphite supply to the US, the broader reshoring and critical minerals strategy, and why Sovereign’s Kasiya Project — hosting world-class rutile and graphite — continues to attract global interest. The conversation also covers the upcoming DFS, rare earth by-product potential, Rio Tinto’s option timeline, funding strategy, and the long-term production out...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down the week’s biggest market stories — from UK political headlines and global macro tensions to the continued strength in gold, silver and Bitcoin, and what could unfold in the physical metals market as key futures deadlines approach.

Kev reports back from Indaba with on-the-ground insights from across the mining and small-cap space, highlighting the companies that drew the most investor interest during a packed live presentation event.

The show also features an in-depth discussion with Michael Jones, CEO of Delta Gold Tech...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer break down the key political, macro, and market stories shaping the week.

The team discusses rising political pressure in the UK, US monetary policy uncertainty, interest rate expectations, and the impact these themes are having across equities, commodities, and crypto markets.

The show features in-depth interviews with Zenith Energy, covering progress across solar, uranium, and strategic energy assets in Europe, and Hamak Strategy, exploring its hybrid approach to West African gold exploration alongside a Bitcoin and physical gold treasury strategy.

In this episode of Midweek Takeaway, Phil Carroll is joined by Charles Bray, Chairman of Aterian, alongside Charles Archer, analyst and financial journalist, for a wide-ranging discussion on Aterian’s differentiated strategy across critical minerals.

The conversation explores Aterian’s revenue-generating mineral trading operations in Rwanda, including margin expansion, traceability standards, and demand for conflict-free supply. The episode also covers exploration progress in the Kalahari Copper Belt (Botswana), copper projects in Morocco, lithium-tantalum-niobium exposure, and how AI partnerships are shaping target generation.

The discussion concludes with upcoming 2026 catalysts, expected news flow, drilling timelines, and how Ater...

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

Disclaimer & Declaration of Interest

This podcast may contai...

In this episode of Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Colin Bird, Executive Chairman of African Pioneer, to discuss the company’s £1.8m fundraise and its strategy to advance copper projects across Southern Africa.

The discussion focuses on the Gumbo copper project in Namibia, covering mine planning, development pathways, and the potential for open-pit and underground operations. Colin also shares insights into African Pioneer’s licences in Zambia and Botswana, copper market dynamics, and why the company believes its assets remain significantly undervalued.

Disclaimer & Declaration of Interest

This podcast may c...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby break down a dramatic week across global markets and geopolitics, with rising tensions involving Iran, ongoing uncertainty around US policy under Trump, and fresh volatility across gold, silver and currencies. The pair are joined by Charlie Long, CEO of Critical Mineral Resources, alongside Charles Archer, to discuss rapid progress at the Akademia copper project in Morocco, including shallow copper and gold discoveries, in-house drilling, and a clear path toward low-capex production. The show wraps up with movers and shakers from the markets, standout small-cap performances, and a...

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

Disclaimer & Declaration of Interest

This podcast may contain pa...

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

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer break down the key macro and market stories shaping the week, including geopolitical tensions, shifting global power dynamics, and what they mean for currencies, commodities and investor sentiment.

The discussion covers record moves in gold, silver and platinum, questions around the US dollar, bond markets, inflation, and the growing importance of critical metals in a world driven by AI, energy demand and defence spending.

The show features in-depth interviews with Colin Bird (Kendrick Resources) and Sapan Ghai (Sovereign Metals), exploring rare...

In this episode of The Midweek Takeaway, Kevin Hornsby is joined by Paul Elliott, CEO of Active Energy Group, to discuss the company’s latest Saudi Arabia licence approval and what it unlocks for future growth.

Paul explains how Active Energy plans to leverage unused solar and excess power through modular energy units, opening the door to AI and data-driven infrastructure projects across Saudi Arabia and the wider Middle East. With access to government backing, grant funding, and potential routes into the Saudi Public Investment Fund, the conversation highlights how the company is positioning itself for scalable re...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby cover the key market headlines shaping the week, from rising geopolitical tensions and shifting currency dynamics to record moves in gold, silver and Bitcoin.

The show features in-depth interviews with Scott Ellam (Connecting Excellence), Paul Elliott (Active Energy) , and Leon Coetzer (Jubilee Metals) , discussing Bitcoin treasury strategies, energy infrastructure, and the evolving copper market.

The episode wraps up with movers and shakers from the markets, standout small-cap performances, and a look at commodities, crypto, and global macro trends driving investor sentiment.

00:00...

In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby kick off 2026 by breaking down the latest global political tensions, shifting power dynamics, and what they could mean for markets.

They’re joined by Siam Kidd and Mark Creaser from Astrid Intelligence to discuss decentralized AI, BitTensor, and how digital infrastructure could reshape the future of investing.

The episode also covers standout movers in the small-cap space, resource stocks gaining momentum, developments across commodities like gold, silver and copper, plus the usual market insights, opinions, and end-of-week reflections you’ve come to expect from...

In this Midweek Takeaway, the team is joined by Paul Welch of Buccaneer Energy, alongside Charles Archer, following Charles’s recent article highlighting why the company appears materially undervalued relative to its assets and cashflow potential.

Paul discusses Buccaneer’s pivot to a waterflood development strategy after securing additional acreage, explaining how this could significantly increase recovery rates at relatively low cost. The conversation also covers expected production uplift, operating costs, lessons from the recent well result, and why a sidetrack still offers strong upside.

The episode wraps up with an overview of Buccaneer’s low-cost produc...

Welcome to our New Year’s Day Special — The Watchful Dozen.
In this episode, Phil Carroll and Kevin Hornsby discuss a selection of under-the-radar companies that didn’t make the Top 12 picks for 2026, but remain firmly on the watchlist. We cover the key themes, recent developments, and what could put these companies in the spotlight during the year ahead.

00:00:42 #ATN 
00:01:28 #CGNR #KDR
00:06:07 #GRX 
00:08:56 #GLR 
00:10:57 #EST 
00:13:03 #FCM 
00:14:46 #GROC 
00:15:36 #WCAP 
00:18:52 #MAST 
00:21:10 #BUCE 
00:24:33 #ASTR #TIR
00:26:59 #SML

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, inc...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby, and Charles Archer look ahead to 2026, sharing 12 stocks on their radar alongside a selection of high-risk, high-reward moonshots.

The discussion covers mining, energy, biotech, defence, AI, and emerging technologies, with insights into project development, valuation mismatches, geopolitical de-risking, and long-term catalysts. The team also shares their outlook on gold, silver, and copper prices and how macro trends could shape the next stage of the commodities cycle.


00:01:17 #AMRQ 
00:01:57 #ARS 
00:02:41 #GMET 
00:04:13 #DGQ
00:05:44 #EPP 
00:07:50 #SVML
00:09:46 #BZT  
00:11:06 #JLP 
00:12:33 #XTR 
00:16:13 #SVNS 

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer review their 2025 Radar Stocks portfolio and break down the numbers behind the performance. They discuss what an £120k split across the picks would be worth now, compare it to index returns, and underline why diversification matters—especially when some names suffer heavy drawdowns while a few big winners drive the overall result.

The team runs through the key movers across the list, including the standouts and the laggards, sharing honest takeaways on small-cap volatility, when (and when not) to take profits, and why conviction can...

In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer run through the week’s key market and macro themes, from inflation, interest rates and currency weakness to shifting political and economic pressures.

The conversation turns to gold and silver, physical supply tightness, paper market distortions and why precious metals are increasingly viewed as protection rather than speculation. With Rick Rule unable to join, Charles steps in to unpack his core thinking around purchasing power, inflation and capital preservation.

The episode also features a conversation with John Minett, CEO of Nichols Cars, ex...

In this Midweek Takeaway, Kevin Hornsby and Phil Carroll are joined by Leon Coetzer of Jubilee Metals to discuss a transformational period for the company. Leon explains how 2025 marked a strategic reset, repositioning Jubilee as a focused Zambian copper producerfollowing major investment across Roan and Mufulira.

They explore the recovery in copper production, progress across Jubilee’s Zambian operations, and the strategic disposal of the South African chrome and PGM assets. With the foundations now in place, the discussion looks ahead to 2026 as a delivery year, driven by rising copper output and long-term growth potential.


Di...