David Minchin
Person
David Minchin is a British business executive associated with the natural-resources and energy sector. The name may refer to an executive of a UK-listed resources company, but the excerpt does not provide enough context for a definitive identification.
What David Minchin has said on podcasts
9 statements
Halo Minerals aims to begin Playa Verde construction before end-2026.
“we can be on stream to commence production— sorry, commence construction before at the end of 2026.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 39:16
Halo Minerals’ share price has stabilized near 12p and can rise from there.
“we've stabilized at around the 12p mark, and I think this is the floor from which we, we can climb”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 41:04
Playa Verde’s offshore expansion could produce an NPV above $250 million.
“With this, um, uh, application for the offshore expansion, uh, we're looking at 250 plus.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 43:06
Halo’s valuation gap to a roughly $500 million NPV will eventually close.
“to have a company with an NPV of half a billion being valued at $8, you know, the, the gap there will get bridged eventually.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 43:26
Halo has received substantial inbound interest in offtake and non-dilutive financing.
“we've already received a fair amount of organic inbound interest with regards to offtake agreements, non-dilutive financing.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 46:35
Playa Verde remediation can deliver environmental and community benefits.
“we are able to, you know, the ESG components, you know, it works out.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 51:22
Playa Verde could provide Halo a repeatable model for expanding across South American tailings projects.
“it gives us a blueprint for expansion.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 54:11
Halo can double plant capacity and process its resource over 20 rather than 50 years.
“we can double the plant because we've got a much larger resource and we want to be working through it in 20 years, not 50 years.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 59:37
Halo is fully permitted, two years from production, and trades below 10% of NPV.
“A de-risked, fully permitted, uh, copper play, 2 years from production, trading at less than 10% of its, uh, NPV value.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 1:01:13
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.
2 episodes featuring David Minchin
The Sunday Roast
Rift Helium tests Tanzania’s helium promise amid fragile markets
The episode links macroeconomic pressure and speculative small-cap investing with the technical and financing risks behind a new helium project.
Sep 6, 2026 · 1h 22m
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