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...
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...
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...
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...
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...
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...
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...
Jasmine Yeo of Ruffer Investment Company Limited speaks to DirectorsTalk about the trust’s risk-first investment philosophy, its recent double-digit NAV performance, and how an unconstrained, protection-focused approach is designed to navigate ongoing market volatility...
Finseta CEO James Hickman discusses the company’s standout performance in FY2025, highlighting strong growth from its Dubai operation, a surge in corporate client revenue, and successful platform innovations like agency banking and bespoke payment controls...
RM plc CEO Mark Cook discusses the company’s FY25 results, including double-digit assessment platform revenue growth, successful contract renewals, and the launch of RM Ava...
Hardman & Co analyst Mark Thomas discusses Real Estate Credit Investments Limited’s latest Investor Day, highlighting a strong pipeline of opportunities in less competitive real estate lending sub-sectors, disciplined capital allocation, and a continued focus on balancing risk management with shareholder returns...
Pharos Energy CEO Katherine Roe reviews a pivotal 2025 marked by balance sheet strengthening, improved fiscal terms in Egypt, and the launch of a major drilling programme in Vietnam...
Chief Executive Louis Hall explains the scope of the project, the competitive tender process, and why Cerillion’s product-based approach, lower total cost of ownership and AI capabilities helped secure the win...
Edward Loye outlines why Great Western Mining’s Nevada portfolio stands out, highlighting tungsten as a near-term strategic priority alongside gold and copper exploration...
RECI secured 95% continuation backing as management discussed higher rates, refinancing risk, discount management and recovery processes within its senior real estate debt portfolio focused...
Oriole Resources plc CEO Martin Rosser reviews high-grade initial drill results from the MB01-N target at the Mbe gold project in Cameroon, discusses progress toward a maiden northern resource, and outlines next steps across the wider Oriole portfolio and investor engagement plans...
CMC Markets CEO Lord Peter Cruddas outlines CMC’s shift from a traditional B2C model to a technology-driven B2B powerhouse, with key partnerships including Westpac, Revolut, ASB, and Currys positioning the company for strong growth and a potential market re-rating...
Ilika's Graeme Purdy discusses scaling the Goliath solid-state battery to 10Ah, the role of the automated pilot line, manufacturing yields, and how this work supports future 50Ah development...
XP Factory CEO discusses strong interim results, highlighting a 13% increase in group sales, robust performances from Escape Hunt and Boom Battle Bar, improved EBITDA margins, and a new £20 million revolving credit facility with HSBC...
Elemental Royalty Corporation's David Cole discusses the transformative merger between Elemental Altus and EMX Royalty. Cole highlights the company’s value-driven strategy, a diversified portfolio of over 300 mineral royalty assets across 20 countries, and the key role of discovery optionality in driving long-term returns...
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...
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...
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...
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...
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...
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...
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...
Jasmine Yeo of Ruffer Investment Company Limited speaks to DirectorsTalk about the trust’s risk-first investment philosophy, its recent double-digit NAV performance, and how an unconstrained, protection-focused approach is designed to navigate ongoing market volatility...
Finseta CEO James Hickman discusses the company’s standout performance in FY2025, highlighting strong growth from its Dubai operation, a surge in corporate client revenue, and successful platform innovations like agency banking and bespoke payment controls...
RM plc CEO Mark Cook discusses the company’s FY25 results, including double-digit assessment platform revenue growth, successful contract renewals, and the launch of RM Ava...
Hardman & Co analyst Mark Thomas discusses Real Estate Credit Investments Limited’s latest Investor Day, highlighting a strong pipeline of opportunities in less competitive real estate lending sub-sectors, disciplined capital allocation, and a continued focus on balancing risk management with shareholder returns...
Pharos Energy CEO Katherine Roe reviews a pivotal 2025 marked by balance sheet strengthening, improved fiscal terms in Egypt, and the launch of a major drilling programme in Vietnam...
Chief Executive Louis Hall explains the scope of the project, the competitive tender process, and why Cerillion’s product-based approach, lower total cost of ownership and AI capabilities helped secure the win...
Edward Loye outlines why Great Western Mining’s Nevada portfolio stands out, highlighting tungsten as a near-term strategic priority alongside gold and copper exploration...
RECI secured 95% continuation backing as management discussed higher rates, refinancing risk, discount management and recovery processes within its senior real estate debt portfolio focused...
Oriole Resources plc CEO Martin Rosser reviews high-grade initial drill results from the MB01-N target at the Mbe gold project in Cameroon, discusses progress toward a maiden northern resource, and outlines next steps across the wider Oriole portfolio and investor engagement plans...
CMC Markets CEO Lord Peter Cruddas outlines CMC’s shift from a traditional B2C model to a technology-driven B2B powerhouse, with key partnerships including Westpac, Revolut, ASB, and Currys positioning the company for strong growth and a potential market re-rating...
Ilika's Graeme Purdy discusses scaling the Goliath solid-state battery to 10Ah, the role of the automated pilot line, manufacturing yields, and how this work supports future 50Ah development...
XP Factory CEO discusses strong interim results, highlighting a 13% increase in group sales, robust performances from Escape Hunt and Boom Battle Bar, improved EBITDA margins, and a new £20 million revolving credit facility with HSBC...
Elemental Royalty Corporation's David Cole discusses the transformative merger between Elemental Altus and EMX Royalty. Cole highlights the company’s value-driven strategy, a diversified portfolio of over 300 mineral royalty assets across 20 countries, and the key role of discovery optionality in driving long-term returns...
