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
- Aug 26, 2026 · 16 minSolvonis bets £1.3 million on three clinical programmesSolvonis must turn a modest fundraise and investor skepticism into clinical, regulatory and commercial progress across its priority assets.
- Aug 25, 2026 · 17 minEuropean Green Transition targets rapid wind-services growthThe company’s revenue ambitions depend on converting a substantial repowering pipeline into signed projects while scaling recurring monitoring income.
- Aug 21, 2026 · 17 minMoroccan copper project targets open-pit development and market revaluationCritical Mineral Resources is moving a Moroccan copper project toward drilling, a maiden JORC resource and feasibility work while arguing London has undervalued its potential.
- Aug 18, 2026 · 20 minAjax advances Chile deal while lining up exploration catalystsAjax’s proposed Pogwanta acquisition and planned drilling could reshape how investors assess its South American exploration portfolio, but progress depends on permitting and execution.
- Aug 13, 2026 · 29 minBuccaneer Energy bets on European gas growthPaul Welch outlines how Buccaneer Energy could use cash from Texas oil production to pursue European gas projects with substantial development and financing risks.
- Aug 12, 2026 · 32 minKendrick Resources advances Namibia rare earth projectThe project’s drilling, metallurgy and maiden-resource milestones will determine whether it can become a strategically important non-Chinese rare earth supply source.
- Aug 2, 2026 · 1h 45mMining deals and biotech catalysts shape a midsummer market reviewThe episode tests how financing, clinical evidence, national resilience and exploration milestones could reshape several small-cap stories through 2026.
- Jul 12, 2026 · 58 minA 75% portfolio gain meets tougher tests for 2026 stock picksThe review shows how headline gains can conceal sharp differences between winners, underperformers and companies still dependent on funding or execution.
- Jul 5, 2026 · 1h 36mGuardian Metal weighs tungsten’s strategic upsideThe episode connects Pilot Mountain and Tempiute to US tungsten supply, project financing and a broader revival of uranium investment in Italy.
- Jun 28, 2026 · 1h 9mGold exploration meets quantum computing in a thin marketThe episode connects early-stage resource investing with quantum technology’s race for stability, scale, security, and strategic backing.
- Jun 21, 2026 · 1h 32mZenith weighs uranium expansion as Astrid tests decentralized AI tradingThe episode connects resource-company financing and arbitration risk with a live experiment in whether decentralized AI can produce durable trading businesses.
- Jun 14, 2026 · 1h 10mSmall-cap miners pair copper expansion with Middle East data centresThe episode tests how financing, copper demand and infrastructure scale could reshape valuations across speculative small-cap companies.