Kevin Hornsby
Person
Kevin Hornsby is a small-cap market investor and stock commentator who discusses investment opportunities and publicly traded companies.
What Kevin Hornsby has said on podcasts
146 statements
Kevin considers artificial intelligence humanity’s most dangerous undertaking.
“Existentially, I think it's the most dangerous thing humans have ever done.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 6:17
Kevin estimates Buccaneer Energy generates $250,000–$300,000 monthly free cash flow against a £2.8 million market cap.
“They're probably doing $250,000 to $300,000 a month in free cash flow, and it's got a market cap of £2.8 million.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:06:52
Kevin says Buccaneer expects production to reach 200–250 barrels per day by year-end.
“they expect to be between 200 and 250 by the year end.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:07:09
Kevin reports Buccaneer’s prospective European gas assets have a suggested $500 million NPV10.
“they've suggested that there's a $500 million NPV, NPV 10, on, on those assets that they're looking at.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:07:44
Kevin assesses Acuity Risk Management as break-even or profitable, with new contracts increasing earnings.
“they're now break-even stroke probably making a profit. Every new contract's gonna add to the bottom line probably from this point on.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:09:09
Kevin predicts Blencowe Resources will rise from 6p to 8p within weeks.
“I think you're going to see Blenko Resources go from 6 to 8p in no time in the next few weeks”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:13:09
Kevin believes Energy Pathways could increase fiftyfold and become a billion-pound company.
“I'm investing in this and thinking to myself, this could 50x. I mean, this could be a billion-pound company without a stretch.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:15:42
Kevin predicts Aterian could become a small East African equivalent of Glencore.
“I think it's going to be East Africa's mini Glencore”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:17:47
Kevin values Incanthera at $15–$30 million based on projected cream sales.
“So that would give it a market cap of between $15 and $30 million. Current market cap is, uh, $2 million, I think.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:22:23
Kevin predicts European Green Transition will reach a $50 million market capitalization soon.
“European Green Transition, which were pretty good. They're aiming for that $50 million market cap. I think it's going to come in, in the not too distant future.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:27:21
Kevin recommends investing in physical assets, transformative technology, and energy.
“You either invest in stuff that has physical assets and some tech stuff that is going to change the world and energy.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:29:09
Kevin claims continued AI development requires substantial energy supply.
“All of this AI needs energy, energy, energy, energy.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:29:46
The world is entering a huge war.
“I actually think we're going into a huge war now.”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 7:12
A US ground war in Iran is the only scenario and the US will lose.
“the only scenario is, is a ground war in Iran, which the US will lose”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 7:16
Real-asset holders will benefit when government spending is constrained.
“the people who have the real assets, and that is land, property, gold, silver, etc., are going to be the ones smiling”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 12:57
Kendrick’s project could become the world’s leading rare-earth project.
“I think it probably is going to end up number one, uh, rare earth project in the world by the, by the, by the size of it, by the grade of it, and by the processability.”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 1:14:31
Extract Resources should begin generating cash flow within six months.
“Extract should have that cash flow within 6 months.”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 1:34:39
Extract Resources should reach a $50–$100 million market capitalization.
“$50 to $100 million market cap for Extract to me just is, is a given.”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 1:34:56
Extract Resources is undervalued and could make an Eastar-like move.
“It's, it's gonna be, in my view, an Eastar-type move because it just is undervalued.”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 1:35:29
Manchester City is likely to win the Manchester derby.
“I still think they're very likely Uh, to win”
Open the episode · S12 Ep2: The Sunday Roast featuring Genflow Biosciences, Energy Pathways and Buccaneer Energy #GENF #EPP #BUCE #INC #KEN #FMET #GMET #SVML #UOG #TGR #TAR #XTR #AFP #SRVLListen at 1:37:06
The podcast’s top twelve selections gained 132% over three years.
“If you'd invested in our top 12 3 years ago, you'd be up 132% now.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 0:59
US government bond yields are likely to continue rising.
“The yield is probably likely to keep on going up.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 15:45
Dollar-denominated resources will continue increasing in price.
“we're going to see gold, silver, copper, any resource that is valued in US dollars is going to continue to go up.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 16:15
The US dollar will materially depreciate, intentionally or otherwise.
“I think the US dollar is materially going to devalue and they're going to want it to happen.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 16:51
Bazant could be worth at least several hundred million pounds.
“we're talking about a company that's going to be worth a few hundred million pounds at the very least.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 47:04
Kevin evaluates Buccaneer Energy favorably.
“I think it's a great story.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 56:02
Talon Resources could surge if its drilling results are positive.
“if these drill results come back, this is going to have one hell of a run”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 56:15
Forgent could be worth substantially more if its assets are proven.
“if it's proved up what they think they've got, then this is worth a hell of a lot more money than it currently is.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 57:48
A single Battalion technology could be worth approximately $100 million.
“something like that, even one of the things, could be worth $100 million”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 1:08:53
Battalion could reach approximately $100 million valuation within twelve months.
“within 12 months I think you've got a very good chance that that will be the case.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 1:09:07
1947 Oil and Gas could become a large small-cap company with substantial production potential.
“that should be a big, a big cap in our world, a small cap in the real world, but, you know, has huge potential for oil production”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 1:15:48
Manchester City will win the current Premier League season.
“Manchester City is going to win the Premier League this year.”
Open the episode · S12 Ep1: The Sunday Roast featuring Charlie Fitzroy, CEO of RIFT Helium #RIFT #BZT #XTR #AFP #DGQ #EST #AGI #KEN #TM1 #POLB #SVML #UPL #BUCE #TAR #FORGListen at 1:19:40
Xtract’s value is expected to reach three to four times its current level within twelve months.
“I really do think I'd be surprised if it's not 3, 4 times what it is now.”
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 14:42
Ethereum is expected to generate over $1 million free cash flow in 2026 and at least double it in 2027.
“Fully anticipate that that will be $1 million plus of free cash flow during this calendar year, and next calendar year I'm hoping it's going to at least double that figure.”
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 15:13
Ethereum’s Rwanda, Morocco, and Botswana projects have substantial upside potential.
“I see big upside in 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 16:05
Ajax Resources is undervalued relative to its cash and drilling portfolio.
“Should be much higher.”
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 17:51
Talon Resources could have very large upside if drilling confirms its gold expectations.
“I think this one's really going to go places if they find what they think they're going to find in terms of this gold. Wow, the sky's the limit, I think, on Talon Resources.”
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 18:53
Fulcrum Metals has substantial upside from gold recovery and uranium assets.
“I think the blue sky on it is massive.”
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 20:57
Karelian Diamond Resources could rise dramatically if it secures a successful development joint venture.
“this is gonna go bananas, basically.”
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 32:14
Total Graphite could become attractive as Madagascar production resumes and Mozambique resources advance.
“is going to mean that this is going to be a great play.”
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 33:44
Critical Mineral Resources is undervalued and expected to perform strongly after its maiden JORC resource.
“I think it's, uh, it's good value and should do very, very well.”
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 35:00
Galileo’s American asset is substantially undervalued by the market.
“I think this American asset is much, much better than everybody realizes.”
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 39:22
Copper prices are more likely to rise than remain erratic or decline.
“If anything, likely to go up”
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 40:41
Energy Pathways should be worth hundreds of millions versus its £18 million market capitalization.
“the market cap is £18 million, um, for something that actually should be worth hundreds of millions of pounds.”
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 42:21
The Labour government should support Energy Pathways’ Mesh storage project.
“I think if the, if the, if the Labour government doesn't, um, put itself out and take this on as a project”
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 42:40
Buccaneer Energy’s European onshore gas strategy is expected to deliver significant upside.
“I think it's coming. So watch this space for Buccaneer Energy.”
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 44:56
Active Energy’s modular data-center infrastructure should generate steadily increasing recurring revenue.
“you're just gonna have more and more and more and more revenue, self-fulfilling, paying for itself, and ongoing for X number of years.”
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 45:52
Poolbeg Pharma could reach a billion-pound valuation if its CRS treatment secures a deal.
“I think this can easily become a billion-pound company if they get a deal.”
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 48:08
Poolbeg is likely to enter significant partnership or acquisition negotiations after trial results.
“I think, I think there's going to be some serious negotiation going on in the coming months, um, once those results come out.”
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 48:40
Sylvanas’s ketamine-based treatments could have hundreds of millions or billions in upside value.
“the upside potential is, is in the hundreds of millions, if not billions”
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 50:17
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.
15 episodes featuring Kevin Hornsby
The Sunday Roast
Sovereign AI and Namibia uranium lead a small-cap market review
The episode connects ambitious AI infrastructure plans and uranium exploration catalysts with governance, rates and valuation risks facing small-cap investors.
Sep 20, 2026 · 1h 35m
The Sunday Roast
Arkle expands Namibia uranium drilling as assays approach
ULG’s pending results will test whether a rapidly defined uranium system can develop into an economically meaningful discovery.
Sep 16, 2026 · 25 min
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
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
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
Guardian Metal weighs tungsten’s strategic upside
The episode connects Pilot Mountain and Tempiute to US tungsten supply, project financing and a broader revival of uranium investment in Italy.
Jul 5, 2026 · 1h 36m
The Sunday Roast
Gold exploration meets quantum computing in a thin market
The episode connects early-stage resource investing with quantum technology’s race for stability, scale, security, and strategic backing.
Jun 28, 2026 · 1h 9m
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 caps rally as AI valuations and mineral projects face scrutiny
The episode connects renewed UK small-cap optimism with the valuation, funding and development risks shaping resource and technology investments.
May 24, 2026 · 1h 17m
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