Oct 4, 2026 · 2h 2m
Mining, sovereign AI and addiction treatment define a resilience agenda
S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLR
The episode connects critical-mineral supply, national infrastructure and clinical progress around alcohol-use disorder to the broader question of economic resilience.
- 1Mantle frames sovereign AI, critical capabilities and UK supply chains as a commercial response to dependence on overseas systems.
- 2Mining updates span copper, antimony, rare earths and silver, with projects advancing through production, drilling, finance and legal disputes.
- 3Solvonis reports sustained reductions in heavy drinking while pairing drug development with therapy and expanding its addiction-treatment pipeline.
Don't miss
David Nutt explains how Solvonis’s alcohol-use-disorder program aims to combine sustained reductions in heavy drinking with therapy and longer-term coping mechanisms.
The brief
The hosts open with UK security concerns before Mantle argues that sovereign AI, critical minerals, defense technology and manufacturing belong in one national-resilience platform.
Colin Bird moves through copper and antimony projects in Zambia and Morocco, then Namibia developments where production, logistics and expansion plans could turn exploration into cash flow.
Solvonis Therapeutics presents SVN-001 trial results for alcohol-use disorder, alongside a model that combines medication with therapy and a wider pipeline for addiction and depression.
The later interviews widen the map: rare earths in Namibia, UAE power and data-center infrastructure, strategic mining finance, silver discoveries and Galileo’s Zambia portfolio.
The episode’s central argument is that resilience is becoming investable across supply chains, digital infrastructure and healthcare—but each opportunity still depends on execution, funding and evidence.
What was said on this episode
18 statements · 18 positive
Xtract expects drilling to establish an indicated antimony resource in Morocco.
“We should come out with an indicated resource And which puts the value on the project.”
Listen at 31:12
Colin Bird is highly optimistic about Xtract’s Moroccan antimony project.
“So I'm very bullish, extremely optimistic on our antimony in Morocco.”
Listen at 32:28
Colin Bird says Xtract has two producing units and can only improve.
“that company is strong, sound, stable. It's got 2 producing units on in, in, in Zambia and Morocco and can only go one way, and that's up.”
Listen at 35:18
Bezant expects first cash receipts in early November 2026.
“I look forward to getting the first cash in just as soon as we possibly can, which I'm penciling in for the end of the first week in November.”
Listen at 38:47
Bezant hopes to receive first income by mid-November 2026.
“I'm hoping to get the first income in by the middle of November, late latest, right?”
Listen at 39:13
Bezant hopes to reach steady-state operations by February 2027.
“And I would hope to reach steady state by middle of February.”
Listen at 40:16
Bezant expects to generate substantial profits by March 2027 if copper prices hold.
“we will in actual fact be coining money by March.”
Listen at 41:05
Bezant hopes the ore body supports one million tonnes and 50,000 tonnes annual contained copper.
“I'm hoping for a million tonnes, and of course then we'd be talking about a 50,000-tonne contained copper per year.”
Listen at 46:14
SVN-001’s active arm was 50% better than placebo on the trial outcome.
“the active arm, the 001 arm, was 50% better than the placebo.”
Listen at 53:06
Solvonis researchers discovered a molecule combining targeted antidepressant pharmacologies.
“we've discovered in our research a molecule that fits that particular criteria.”
Listen at 1:02:04
Solvonis’s molecule is designed to improve enjoyment while reducing SSRI-related adverse effects.
“It'll promote mood and what we call hedonic tone and enjoyment, but also offset any of the unwanted negative effects of the SSRIs.”
Listen at 1:04:09
African Pioneer expects to complete a relatively quick complementary acquisition.
“I'm very optimistic for the completion of a relatively quick acquisition to complement what we're doing.”
Listen at 1:14:37
Kendrick’s fluorite-bearing mineralization may support conventional crush-grind-flotation processing.
“the presence of the fluorite suggests, suggests that it can be crush, grind, and float”
Listen at 1:17:27
Colin Bird expects Kendrick’s rare-earth project to improve materially.
“This project's going one way, and that's up.”
Listen at 1:19:32
Nabari’s investment materially reduces CMR’s financing risk.
“financing risk is healthily de-risked.”
Listen at 1:34:29
CMR’s high-grade silver intersections may represent a separate silver structure.
“So it could well be a separate silver structure.”
Listen at 1:38:38
A separate CMR silver deposit could potentially operate alongside the copper project.
“if that did become a mine on its own, and there is an if, it would be in parallel with the copper, right?”
Listen at 1:40:24
Critical Mineral Resources aims to become a mid-cap mining company.
“We want to be a mid-cap.”
Listen at 1:45:45
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
David John Nutt
United Arab Emirates
United Kingdom
MoroccoListen to the full episode and explore every guest, topic, and moment on PodLume.