The Sunday Roast
29 decoded episodes · newest Oct 6, 2026
<div>Weekly stock banter and guest CEOs in the UK small-cap space. </div>
Episodes 29
- Oct 6, 2026 · 20 minConnecting Excellence tests its acquisition model with James GrayThe transaction offers an early test of whether Connecting Excellence can combine recruitment growth with a Bitcoin treasury strategy and decentralized ownership.
- Oct 6, 2026 · 12 minPompeo appointment puts Ravel’s Italian uranium strategy under scrutinyRavel is pairing Italian uranium development with a high-profile proposed chairman, while pursuing approvals, drilling, US market access, and expansion.
- Oct 6, 2026 · 22 minFulcrum bets tailings recovery on a Mississauga pilotFulcrum’s plan hinges on proving that a cyanide-free process can turn historic mine waste into a scalable, permitted source of gold and other metals.
- Oct 4, 2026 · 2h 2mMining, sovereign AI and addiction treatment define a resilience agendaThe episode connects critical-mineral supply, national infrastructure and clinical progress around alcohol-use disorder to the broader question of economic resilience.
- Sep 27, 2026 · 1h 11mRick Rule weighs fragile supply chains against commodity betsThe discussion connects geopolitical disruption, critical-mineral dependence and investor psychology to the uncertain economics of commodities and resource companies.
- Sep 20, 2026 · 1h 35mSovereign AI and Namibian uranium drive small-cap debateThe episode tests whether ambitious technology infrastructure and early-stage resource exploration can produce credible catalysts in a cautious market.
- Sep 20, 2026 · 1h 35mSovereign AI and Namibia uranium lead a small-cap market reviewThe episode connects ambitious AI infrastructure plans and uranium exploration catalysts with governance, rates and valuation risks facing small-cap investors.
- Sep 16, 2026 · 25 minArkle expands Namibia uranium drilling as assays approachULG’s pending results will test whether a rapidly defined uranium system can develop into an economically meaningful discovery.
- Sep 13, 2026 · 1h 38mSmall caps weigh longevity science against energy and mining riskThe episode connects geopolitical uncertainty and macroeconomic pressure with the scientific, regulatory and financing hurdles facing small-cap companies.
- Sep 6, 2026 · 1h 22mRift Helium tests Tanzania’s helium promise amid fragile marketsThe episode links macroeconomic pressure and speculative small-cap investing with the technical and financing risks behind a new helium project.
- Aug 30, 2026 · 1h 2mSmall-cap miners chase production and cash flowThe episode tests whether a group of junior mining companies can turn development progress, exploration upside and strategic interest into near-term value.
- Aug 26, 2026 · 15 minTalon expands Eagle Lake drilling after strong surface resultsThe episode explains how Talon Resources is testing a gold project’s geological model while using machine learning to prioritize a limited drilling budget.