Q & A

Read the latest PLC CEO interviews. CEO’s from UK listed PLC’s, Analysts and Fund Managers answering questions about their business.

Thor Energy CEO Andrew Hume on new hydrogen licences and H2EX partnership

CEO Andrew Hume outlines the significance of Thor Energy’s new exploration licences in South Australia and how its collaboration with H2EX supports the company’s natural hydrogen strategy...

Cooks Coffee Company’s Keith Jackson on strong growth and international expansion

Cooks Coffee Company highlights continued outperformance in the UK and Ireland, new retail partnerships with Tesco and Next, and master franchise agreements in the UAE and India as it builds long-term international growth...

TEAM plc CIO Craig Farley on 2025 market resilience and positioning for 2026

Craig Farley, CIO of TEAM plc, reviews 2025’s market recovery, explains the firm’s barbell equity and fixed income positioning, and highlights key risks for 2026 including hyperscaler AI spending, geopolitical tensions, and a potential second wave of inflation...

Robert Crayfourd, CQS Natural Resources: Energy, Metals and Market Rotation

CQS Natural Resources Co-Fund Manager Robert Crayfourd discusses the trust’s objectives, recent performance, and positioning across commodities, with a focus on precious metals, energy markets and nuclear opportunities...

Verici Dx drives commercial growth, capturing US transplant market (LON:VRCI)

CEO Sara Barrington outlines Verici Dx’s commercial progress, reimbursement milestones, and expansion plans as the company scales its RNA-based kidney transplant test across the US...

Ethtry CEO Patrick Chopard on Strategy and Ethereum Treasury (AQSE:ETHY)

Ethtry CEO Patrick Chopard outlines Ethtry plc’s operating strategy, Ethereum treasury approach, and key partnerships supporting long-term value...

Cora Gold CEO Bert Monro on strategic Eagle Eye investment

Cora Gold has secured new strategic backing from Eagle Eye. CEO Bert Monro outlines how the investment supports the advancement of the Sanankoro Gold Project towards construction and discusses the broader development plans for the company’s West African assets...

Norcros plc offers “considerable upside” as acquisitions strengthen growth, highlights fund manager (LON:NXR)

Gervais Williams of Diverse Income Trust, discusses Norcros’ resilient first-half performance, its move away from capital-intensive manufacturing, and how targeted acquisitions and operational synergies are supporting growth despite weak end-market demand...

Victorian Plumbing Group set for strong growth as scale and efficiency improve, hails fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why Victorian Plumbing’s acquisition of the MFI brand is less about the name and more about logistics, service levels, and market share gains...

Yü Group backed for strong upside as Premier Miton highlights low valuation and market share gains

Gervais Williams, co-fund manager of Diverse Income Trust plc, highlights Yü Group as a business with a strong and growing market position that remains materially undervalued...

Gervais Williams backs Ithaca Energy for sustained returns and exceptional dividend potential (LON:ITH)

In a DirectorsTalk interview, Gervais Williams, co-fund manager of Diverse Income Trust, said Ithaca Energy remains well positioned to deliver attractive returns despite oil price volatility...

Time Finance CEO highlights strong interim growth and margin improvement

Time Finance CEO Ed Rimmer outlines interim results for the six months to 30 November 2025, reporting a 48% increase in new business, a record £235m lending book, improved credit quality, and higher profit margins, with plans to grow lending beyond £300m over the next three years...

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends...

Dr Tom McColm on Ilika: Stereax revenues and Goliath milestones (LON:IKA)

Clean-tech equities specialist Dr Tom McColm reviews Ilika’s interim results, highlighting stable cash levels, the first recurring commercial revenues from Stereax, and continued technical and manufacturing progress on the Goliath battery platform...

BlueNord ASA fund manager expects very substantial cash generation for years

Speaking to DirectorsTalk, Gervais Williams, Co-Fund Manager of Diverse Income Trust, said BlueNord is now generating strong cash surpluses from its Danish North Sea gas assets...

Likewise’s Tony Brewer on accelerating growth, strong investment and £200m+ revenue ambition

CEO Tony Brewer highlights Likewise Group’s sustained revenue growth despite market headwinds, supported by shareholder backing, supplier partnerships, and expanding UK infrastructure...

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

Gervais Williams highlights the benefits of long-dated, inflation-linked leases, fixed-rate debt, and synergies from the Assura acquisition, which he believes support resilient earnings, dividend growth, and balance sheet strength despite higher interest rates...

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

Gervais Williams discusses how Arbuthnot Banking Group’s rising funds under management, deposit growth, and cautious lending strategy contribute to sustainable earnings and dividend potential, positioning the £142m bank as an overlooked opportunity in the UK financial sector...

Oriole Resources: Strong Continuity at MB01 North Drilling (LON:ORR)

Executive Director Claire Bay told DirectorsTalk the results support confidence in converting the existing exploration target into a maiden resource, with the system now confirmed to at least 160 metres vertically and remaining open in all directions...

Ilika CEO Graeme Purdy on Stereax and Goliath progress (LON:IKA)

Graeme Purdy, CEO of Ilika, outlines progress in manufacturing readiness and early customer shipments for the Stereax miniature solid-state battery, as well as ongoing grant-supported development and customer engagement for the Goliath EV battery programme...
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Q & A

Thor Energy CEO Andrew Hume on new hydrogen licences and H2EX partnership

CEO Andrew Hume outlines the significance of Thor Energy’s new exploration licences in South Australia and how its collaboration with H2EX supports the company’s natural hydrogen strategy...

Cooks Coffee Company’s Keith Jackson on strong growth and international expansion

Cooks Coffee Company highlights continued outperformance in the UK and Ireland, new retail partnerships with Tesco and Next, and master franchise agreements in the UAE and India as it builds long-term international growth...

TEAM plc CIO Craig Farley on 2025 market resilience and positioning for 2026

Craig Farley, CIO of TEAM plc, reviews 2025’s market recovery, explains the firm’s barbell equity and fixed income positioning, and highlights key risks for 2026 including hyperscaler AI spending, geopolitical tensions, and a potential second wave of inflation...

Robert Crayfourd, CQS Natural Resources: Energy, Metals and Market Rotation

CQS Natural Resources Co-Fund Manager Robert Crayfourd discusses the trust’s objectives, recent performance, and positioning across commodities, with a focus on precious metals, energy markets and nuclear opportunities...

Verici Dx drives commercial growth, capturing US transplant market (LON:VRCI)

CEO Sara Barrington outlines Verici Dx’s commercial progress, reimbursement milestones, and expansion plans as the company scales its RNA-based kidney transplant test across the US...

Ethtry CEO Patrick Chopard on Strategy and Ethereum Treasury (AQSE:ETHY)

Ethtry CEO Patrick Chopard outlines Ethtry plc’s operating strategy, Ethereum treasury approach, and key partnerships supporting long-term value...

Cora Gold CEO Bert Monro on strategic Eagle Eye investment

Cora Gold has secured new strategic backing from Eagle Eye. CEO Bert Monro outlines how the investment supports the advancement of the Sanankoro Gold Project towards construction and discusses the broader development plans for the company’s West African assets...

Norcros plc offers “considerable upside” as acquisitions strengthen growth, highlights fund manager (LON:NXR)

Gervais Williams of Diverse Income Trust, discusses Norcros’ resilient first-half performance, its move away from capital-intensive manufacturing, and how targeted acquisitions and operational synergies are supporting growth despite weak end-market demand...

Victorian Plumbing Group set for strong growth as scale and efficiency improve, hails fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why Victorian Plumbing’s acquisition of the MFI brand is less about the name and more about logistics, service levels, and market share gains...

Yü Group backed for strong upside as Premier Miton highlights low valuation and market share gains

Gervais Williams, co-fund manager of Diverse Income Trust plc, highlights Yü Group as a business with a strong and growing market position that remains materially undervalued...

Gervais Williams backs Ithaca Energy for sustained returns and exceptional dividend potential (LON:ITH)

In a DirectorsTalk interview, Gervais Williams, co-fund manager of Diverse Income Trust, said Ithaca Energy remains well positioned to deliver attractive returns despite oil price volatility...

Time Finance CEO highlights strong interim growth and margin improvement

Time Finance CEO Ed Rimmer outlines interim results for the six months to 30 November 2025, reporting a 48% increase in new business, a record £235m lending book, improved credit quality, and higher profit margins, with plans to grow lending beyond £300m over the next three years...

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends...

Dr Tom McColm on Ilika: Stereax revenues and Goliath milestones (LON:IKA)

Clean-tech equities specialist Dr Tom McColm reviews Ilika’s interim results, highlighting stable cash levels, the first recurring commercial revenues from Stereax, and continued technical and manufacturing progress on the Goliath battery platform...

BlueNord ASA fund manager expects very substantial cash generation for years

Speaking to DirectorsTalk, Gervais Williams, Co-Fund Manager of Diverse Income Trust, said BlueNord is now generating strong cash surpluses from its Danish North Sea gas assets...

Likewise’s Tony Brewer on accelerating growth, strong investment and £200m+ revenue ambition

CEO Tony Brewer highlights Likewise Group’s sustained revenue growth despite market headwinds, supported by shareholder backing, supplier partnerships, and expanding UK infrastructure...

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

Gervais Williams highlights the benefits of long-dated, inflation-linked leases, fixed-rate debt, and synergies from the Assura acquisition, which he believes support resilient earnings, dividend growth, and balance sheet strength despite higher interest rates...

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

Gervais Williams discusses how Arbuthnot Banking Group’s rising funds under management, deposit growth, and cautious lending strategy contribute to sustainable earnings and dividend potential, positioning the £142m bank as an overlooked opportunity in the UK financial sector...

Oriole Resources: Strong Continuity at MB01 North Drilling (LON:ORR)

Executive Director Claire Bay told DirectorsTalk the results support confidence in converting the existing exploration target into a maiden resource, with the system now confirmed to at least 160 metres vertically and remaining open in all directions...

Ilika CEO Graeme Purdy on Stereax and Goliath progress (LON:IKA)

Graeme Purdy, CEO of Ilika, outlines progress in manufacturing readiness and early customer shipments for the Stereax miniature solid-state battery, as well as ongoing grant-supported development and customer engagement for the Goliath EV battery programme...
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