Colin Bird
Person
Colin Bird is a guest whose role and professional affiliation are not specified.
What Colin Bird has said on podcasts
80 statements
Byzant’s project payback is approximately 12–14 months at current prices.
“you're actually talking about 14 months. If you're talking about the normal measure of project capital, you're talking about 12 months. It's less than a year's payback.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 6:24
Byzant is expected to generate $3–5 million monthly free cash flow at mature production.
“I'm expecting around about $3 to $5 million a month.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 6:48
Byzant’s VMS project has substantial expansion upside toward a larger production plant.
“the upside is absolutely tremendous and it's for us to work on it and get it into production as soon as we possibly can in a much larger plant.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 8:29
Xtract Resources has shifted from exploration toward starting mines across Africa.
“we're starting mines all over the place, particularly in Africa.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 9:58
Xtract expects its Amgas gravity plant and production to be operating by late 2026.
“I expect the gravity plant to be working, um, by the end of October, and I expect to be in production, um, by the— by well into production by the, by the 4th quarter.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 11:44
Xtract’s free cash flow could be comparable to its market capitalization within six to nine months.
“That statement is fair.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 13:59
Kendrick’s drilling indicates average total rare-earth grades of 3.1–3.5%.
“the average grade is going up 3.1-3.5% total rare earths.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 21:45
Kendrick’s project is among the greatest rare-earth projects ever discovered.
“One of the greatest rare earth projects ever discovered. I stand by that, Kevin. I stand by that.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 23:46
Kendrick’s rare-earth project is significant enough to attract country-level interest.
“the sort of project we're talking about has country interest.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 24:22
African Pioneer’s Ongombo project targets 10,000 tonnes annual copper production within 18 months.
“Target tonnage, 10,000 tonnes per year, per annum of contained copper. Fast track, as I say, 18 months to get it into production.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 25:40
African Pioneer is expected to retain 30% of Ongombo’s free cash flow.
“we'll have, um, 30% of the, um, of the free cash flow.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 26:43
Ongombo contains approximately 300,000 tonnes of copper based on existing drilling.
“We have 300,000 tonnes of contained copper.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 28:42
Colin Bird currently sees no reason to doubt Ongombo’s aggressive 18-month production target.
“at the moment I have no reason to doubt that target.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 29:20
Juniors able to convert properties into production are well positioned amid constrained major-miner supply.
“a junior who's got properties he can turn into account, into production, is in a very good position.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 30:10
Galileo’s Ferber project is assessed as a major porphyry deposit in development.
“without doubt, it's a porphyry and it's con, and a major porphyry in, in the making.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 35:50
Nevada’s permitting and policy climate now supports suitable mining projects more strongly.
“the climate has absolutely changed, and we feel that we've got a potentially major project in exactly the right place— Nevada.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 39:08
African Pioneer’s foundation project could generate $12–15 million annually.
“can probably generate $12 to $15 million per annum”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 11:49
Developing African Pioneer’s project independently would take six or seven years and £60 million.
“if you were to do this yourself, I think you're looking at a 6 or 7 year exercise and a lot of money, as we say, about £60 million”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 13:15
African Pioneer has consistently been undervalued.
“it's obviously undervalued and always was”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 14:17
African Pioneer could be worth at least three to five times its current valuation.
“I think you're looking at still, you're still looking at a multiple of 3 or 4 or 5 times where we are now as a minimum”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 15:00
Chinese operators can typically achieve approximately 40% project margins.
“The Chinese usually could operate at the 40% margin.”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 16:55
African Pioneer expects to announce another deal soon.
“I don't expect a massive, um, a massive interval between, um, this deal being announced and the next deal being announced”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 23:22
Kamoa is the world’s second-largest project.
“Kamoa is the 2nd biggest project in the world”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 24:43
Botswana is a lower priority than African Pioneer’s Zambian and Namibian projects.
“Botswana is subordinate to Zambia and absolutely certain to, you know, it's subordinate to what we're doing down in Namibia”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 27:17
Hope and Gorob could contain 500,000 tons of copper in a future phase.
“we're looking at 500,000 tons of contained copper”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 6:55
Bezant expects to begin Hope and Gorob construction toward late July.
“we sincerely think we can start breaking ground towards the end of July”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 9:24
Copper prices rose from approximately $10,000 to $14,000 over two years.
“Copper at that stage was about $10,000, I think. Now it's $14,000, as we know.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 11:32
ASIC-related constraints on mining investment are temporary.
“this is a temporary blip”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 21:26
The mining industry has experienced investment shortages for five decades.
“Our industry has been short of investment for 50 years.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 21:33
Hope and Gorob will reach mature production of approximately 9,500 tons of copper annually.
“Open Gaurup in production, mature production, I'm going at an annualized rate at about 9,500 tons of copper.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 23:08
Ongombo will reach a mine-development decision with equipment being manufactured.
“I see Ongombo in decision to mine and equipment being manufactured ready to bring over”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 23:16
Kendrick will have a maiden resource and full study within a year.
“I see it having a maiden resource, I see it having a full study”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 23:49
Bird considers Bezant’s broader portfolio substantially undervalued.
“that entire portfolio remains totally undervalued”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 28:50
Each portfolio company has substantial potential for market-capitalization growth.
“certainly every one of our companies has got room for significant growth”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 29:09
Mining-company valuations rise exponentially at the discovery stage.
“The discovery is where you go exponential”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 32:36
Bushranger is a promising next-generation porphyry project with future upside.
“Bushranger will have its time in the sun. It's the next generation porphyry.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 33:11
Ore sorting could restore Bushranger’s economic value.
“ore sorting will, will in actual restore the value”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 33:31
Kendrick is expected to lead the portfolio toward major value recognition.
“Kendrick, the value is forced to be recognized locally and globally. And so therefore it has to be the forerunner”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 35:49
Bezant is unlikely to reach a £100 million valuation before first concentrate production.
“Nobody's going to believe and take us to 100 until we actually announce that first concentrate.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 35:57
Kendrick exploration results are consistently strong with few low results.
“we're not seeing very many low results, hardly any. And we're seeing consistency, consistency.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 38:18
Bezant’s current plans could generate approximately $40 million EBITDA.
“we're talking about EBITDA at around about $40 million”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 40:05
Bezant could be valued around $120–160 million under current production plans.
“you're talking $160 million with the, um, you know, that order, shall we say $120 to $160 million”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 40:15
Bezant plans annual copper production of approximately 9,000–10,000 tons.
“we're producing annualized copper at a rate of about 9,000 to 10,000 tons a year”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 40:26
Expanding copper production to 25,000 tons annually would make Bezant a major producer.
“Turn that to 25,000 tons and you're in the big league.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 40:34
Hartree applies consistent due-diligence standards regardless of deal size.
“they have a protocol They have a way of working, their way of due diligence, and they don't change it for deal size.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 43:40
Bezant’s broader expansion plan will take approximately five years to execute.
“That grand scheme will take, take 5 years to execute.”
Open the episode · S11 Ep81: The Sunday Roast featuring Bezant Resources and Active Energy Group PLC #BZT #AEG #RCGH #UMR #AFP #ZEN #SBDS #XTRListen at 48:29
Amgas will likely proceed directly to open-cut quarrying.
“So it's my opinion, shared obviously by the team, my opinion that we will be able to go straight into quarrying.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 27:13
Amgas’s planned 70,000-tonne annual plant is small relative to its antimony resource.
“70,000-tonne-a-year plant we're talking about is peanuts for the amount of antimony we've got.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 28:05
Extract’s annual cash generation could plausibly reach the AI estimate of $25–35 million.
“your estimate, I wouldn't argue with your estimate. Neither would I support it because I'm not allowed to.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 29:39
Amgas intermediate antimony product is worth approximately $20,000 per tonne.
“our particular product, our saleable product, intermediate. So you can do what you like with it afterwards. Yeah, Kevin, you can do what you like with it, but $20,000 is about the right figure.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 31:00
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.
10 episodes featuring Colin Bird
The Sunday Roast
Small caps weigh longevity science against energy and mining risk
The episode connects geopolitical uncertainty and macroeconomic pressure with the scientific, regulatory and financing hurdles facing small-cap companies.
Sep 13, 2026 · 1h 38m
The Sunday Roast
Small-cap miners chase production and cash flow
The episode tests whether a group of junior mining companies can turn development progress, exploration upside and strategic interest into near-term value.
Aug 30, 2026 · 1h 2m
The Sunday Roast
Mining deals and biotech catalysts shape a midsummer market review
The episode tests how financing, clinical evidence, national resilience and exploration milestones could reshape several small-cap stories through 2026.
Aug 2, 2026 · 1h 45m
The Sunday Roast
A 75% portfolio gain meets tougher tests for 2026 stock picks
The review shows how headline gains can conceal sharp differences between winners, underperformers and companies still dependent on funding or execution.
Jul 12, 2026 · 58 min
The Sunday Roast
Zenith weighs uranium expansion as Astrid tests decentralized AI trading
The episode connects resource-company financing and arbitration risk with a live experiment in whether decentralized AI can produce durable trading businesses.
Jun 21, 2026 · 1h 32m
The Sunday Roast
Small-cap miners pair copper expansion with Middle East data centres
The episode tests how financing, copper demand and infrastructure scale could reshape valuations across speculative small-cap companies.
Jun 14, 2026 · 1h 10m
The Sunday Roast
Uranium, antimony and the search for ten-bagger stocks
The episode connects exploration updates, near-term antimony production plans and a host’s high-risk resource-stock thesis.
Jun 7, 2026 · 56 min
The Sunday Roast
Kendrick advances Namibia rare-earth project after £1.76m raise
The episode connects difficult market conditions with the high-risk search for resource companies capable of delivering major discoveries.
May 31, 2026 · 51 min
The Sunday Roast
Small-cap miners weigh cash flow against exploration risk
The episode tests whether improving operating cash flow and rare-earth discoveries can justify higher valuations before technical and market risks are resolved.
May 17, 2026 · 1h 29m
The Sunday Roast
Biotech promise meets copper development risk
The episode contrasts Coiled Therapeutics’ clinical ambitions with Halo Minerals’ path from permitted project to copper production and expansion.
May 10, 2026 · 1h 9m