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DirectorsTalk Interviews focus on financial markets and investment opportunities. The site features interviews with company directors, market analysts, and experts, offering insights into companies' performance, industry trends, and market updates.
The content includes Q&A sessions, market commentary, and discussions about business developments, often highlighting the viewpoints of executives from publicly traded companies.
The content includes Q&A sessions, market commentary, and discussions about business developments, often highlighting the viewpoints of executives from publicly traded companies.
124 Episodes
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NB Private Equity is dialling up its capital allocation with a £123m buyback acceleration and £100m earmarked for fresh investments. Analyst Mark Thomas from Harman & Co highlights why its low-risk PE model is producing high-quality returns — with base-case deal returns holding firm at 20%.📺 Watch the interview to learn why the market may be mispricing this robust portfolio.#PrivateEquity #NBPE #InvestmentStrategy #CapitalMarkets #LongTermReturns
Ilika Plc (LON:IKA) has hit a major pre-commercial milestone — CEO Graeme Purdy confirms Stereax M300 prototype batteries are now being manufactured by Cirtec Medical in the US and shipped to customers across the medtech space.After sending out early Goliath prototypes, Ilika is now scaling up production of Stereax M300 prototypes, this time via manufacturing partner Cirtec Medical. CEO Graeme Purdy explains how this shift marks the beginning of commercial readiness, with 21 customers in the pipeline and early applications already underway in implanted sensors, neurostimulators, and orthodontic wearables. He highlights Lura Health’s pioneering work in salivary diagnostics as an example. While still in the prototype phase, this production marks a significant step toward volume deployment.
£1M secured, permits progressing — Cora Gold's Sanankoro Project in Mali is edging closer to construction. CEO Bert Monro says 2026 could be the turning point. Hear why long-term shareholders are holding strong.#CoraGold #Sanankoro #MiningInvestment #MaliMining
After years of groundwork, Oriole Resources is on the brink of securing an exploitation licence for its Bibemi gold project in northern Cameroon – a national first. CEO Martin Rosser explains how a revised technical submission, supported by high-level ministerial meetings, has brought the company closer than ever to unlocking commercial-scale gold production. Backed by 100,000 ounces in the indicated category, the starter scenario could pave the way for major mine development in a region that’s only beginning to reveal its potential.Oriole Resources PLC is a West African-focused gold exploration company listed on AIM. Its portfolio spans advanced and early-stage assets in Cameroon and Senegal, with flagship projects including Bibemi and the high-grade Mbe project.#GoldExploration #AIMstocks #Bibemi #Mining
Ilika plc (LON:IKA) has shipped its 10Ah Goliath solid-state battery prototypes, marking a major scale-up from earlier designs. CEO Graeme Purdy outlines how higher-energy materials and an automated pilot line delivered a 93% yield, signalling readiness for larger-scale manufacturing.#Ilika #SolidStateBatteries #EVs
CMC Markets (LON:CMCX) is shaking off outdated labels and demanding investor attention. In this conversation, Founder and CEO Lord Peter Cruddas makes the case for a fundamental re-rating of the company, arguing that the market still views it as a simple spread-betting platform, when in reality it’s a dynamic, diversified financial services and technology firm. With major B2B deals including Revolut, Westpac and Currys, Cruddas outlines how CMC’s technology backbone is fuelling a global expansion, and why the company’s valuation no longer reflects its scale, partnerships, or potential.CMC Markets is a global provider of online trading and investing, offering a wide range of financial instruments to retail and institutional clients, alongside white-label and technology solutions to partners worldwide.
XP Factory’s (LON:XPF) interim results reveal a sharp contrast between two of the UK’s fastest-growing experiential leisure brands. Escape Hunt continues to outperform expectations with industry-defying growth and 40% EBITDA margins, while Boom Battle Bar is doubling down on quality over quantity, leveraging strategic site selection and margin improvements. CEO Richard Harpham outlines how the group is navigating a tough consumer environment with financial discipline and a bold, shareholder-focused roadmap that includes a potential share buyback.XP Factory plc operates two leading UK experiential leisure brands: Escape Hunt, a premium escape room business, and Boom Battle Bar, a competitive socialising venue combining games, food, and drinks. The company focuses on profitable expansion and delivering strong returns on capital in a challenging market.#XPFactory #EscapeHunt #BoomBattleBar #UKLeisure #ExperientialRetail #RichardHarpham #UKInvesting #SmallCapStocks #ShareBuybacks #LeisureIndustry #ConsumerStocks
When outages from Cloudflare, AWS and Azure hit, they expose a dangerous dependency for enterprises. Verge Technologies CEO Jimmy Jobe unpacks why avoiding downtime demands a multi-cloud by design strategy — and how Verge’s SentientDB platform offers a self-healing, AI-powered approach to database resilience. Discover how enterprises can eliminate single points of failure and manage global infrastructure from a single pane of glass.Company Summary:Verge Technologies is a platform-as-a-service company that enables enterprises to operate with zero database downtime. Its flagship product, SentientDB, offers a federated, AI-automated database management layer across multi-cloud and hybrid cloud environments.#VergeTechnologies #CloudComputing #ZeroDowntime #SentientDB #MultiCloud #HybridCloud #DatabaseResilience #ConvergedCloud #CloudInfrastructure #FintechInfrastructure
While others are still waiting for the winds to shift, Cavendish Plc (LON:CAV) is quietly delivering results. In this interview, analyst Jason Streets breaks down why Cavendish’s strong balance sheet, strategic positioning, and merger execution make it a standout in the UK’s challenged small-cap advisory space. With £20 million in cash, a stable dividend, and valuation upside to 18p, investors may want to look closer before the broader market catches on.Cavendish Plc is a UK investment bank focused on companies with market caps under £1 billion. Formed from the 2023 merger of FinnCap and Cenkos, it operates across public and private markets, advising on capital raising, M&A, and providing research and trading services. Its revenue comes from advisory fees, trading income, and recurring retainers — a blend that offers both stability and upside in cyclical markets.
Ilika plc (LON:IKA) is charging ahead. CEO Graeme Purdy reveals how its Stereax solid-state batteries are now running through full-scale production at Cirtec’s facility, with early customer units already on test. Demand is building in medical sectors like implanted sensors, orthodontics, and ophthalmology—areas hungry for miniaturised, high-performance battery solutions. With eyes on global conferences and customer deliveries of next-gen Goliath P1.5 cells before year-end, Ilika’s battery roadmap is lighting up.Key Moments00:43 – First full production runs with Cirtec begin01:34 – Growing customer demand across medical applications03:06 – Ilika and Cirtec promote at MedDevice and upcoming events04:01 – 10Ah “Goliath P1.5” batteries nearing release05:01 – In-house 1.5 MWh pilot line increases quality and throughput06:07 – Government grant supports Goliath with Oxford, JLR, and UKBICIlika plc is a UK-based pioneer in solid-state battery technology, addressing demanding sectors from healthcare to automotive.#Ilika #SolidStateBattery #BatteryTech #Stereax #MedicalDevices #UKInnovation #CleanTech #AdvancedManufacturing #EnergyStorage #Neurotech #BatteryRevolution
In this latest interview, Shahin Amini, Head of Investor Relations and Communications at Meren Energy (MER.TO), outlines how the company is returning serious cash to shareholders while positioning for long-term growth. From a $100 million base dividend to aggressive debt reduction, Meren’s strategy in Nigeria and Namibia is creating flexibility without sacrificing scale. With high-impact drilling, a potential final investment decision on the Venus project, and US investor access via OTCQX, this update is packed with catalysts and confidence.Meren Energy is a Canadian oil and gas exploration and production company with core assets in offshore Nigeria, alongside growth potential in Namibia and Equatorial Guinea.#MerenEnergy #OilAndGas #Dividends #DebtReduction #NigeriaOil #NamibiaOil #VenusProject #EnergyInvesting #OTCQX #OilExploration
James Cropper plc CEO David Stirling shares how the company delivered a 50% uplift in EBITDA and slashed debt by more than half — all while growing its Advanced Materials division by 30% and launching the new Coloursource™ range. With the paper division now close to break-even, this is a story of strong delivery and strategic discipline.📽️ Watch the full results discussionAbout the CompanyJames Cropper plc is a UK-based advanced materials and paper group, specialising in fibre-based innovation across sustainable packaging, carbon materials, and technical applications. The business serves sectors from luxury goods to energy transition technologies.#JamesCropper #UKStocks #SustainablePackaging #AdvancedMaterials #GreenHydrogen #ESGInvesting #Innovation
Hercules Plc (LON:HERC) CEO Brusk Korkmaz and CFO Paul Wheatcroft reveal how the company is tackling the UK's construction skills shortage head-on. With its Hercules Academy set to train 2,000 workers in 2025, this interview uncovers the strategy behind its rapid growth, expansion into prisons and women's programmes, and why clients are turning to Hercules not just for labour, but for solutions.Company SummaryHercules Plc is a UK-based, technology-enabled labour supply company focused on the infrastructure and construction sectors.#Hercules #Recruitment #Dividends #Investing #HerculesAcademy #Construction #ConstructionSkills
Firering Strategic Minerals (LON:FRG) has secured a $1 million settlement following Ricca’s exit from their joint venture, bringing timely funding and fresh momentum as lithium sentiment starts to recover. Non-Executive Director Vassilios Carellas outlines what this means for their assets in the Ivory Coast, how it positions Firering for future deals, and why the timing could attract third-party interest. This interview breaks down how the company plans to use the funds, their increasing stake in Limeco, and the next steps following Ricca’s asset sale to Skylark Minerals.Company OverviewFirering Strategic Minerals is focused on developing critical mineral assets in West Africa, with interests in lithium, tantalum, and niobium through licences in Côte d’Ivoire.
In this interview, Avation plc (LON:AVAP) Executive Chairman Jeff Chatfield shares how the company secured a $300 million bond refinancing package and why it positions them more strongly going forward. He also discusses recent credit rating upgrades, a standout 16-year widebody lease extension, and the company’s growth plans with narrowbody aircraft and turboprops. This conversation offers a direct look at how Avation is managing capital, scaling its fleet and navigating a supply-starved aviation sector.What the Company Does:Avation plc is a commercial passenger aircraft leasing company, owning a fleet of aircraft leased to airlines across the world.
Private equity specialist ICG Enterprise Trust is showing solid returns and margin expansion, despite broader market challenges. In this interview, Hardman & Co analyst Mark Thomas outlines why the trust’s latest report, titled Mid-Teen Zipper EBITDA Growth and Long-Term Returns, suggests steady momentum across its portfolio. With 15% EBITDA growth, widening margins, and realisations already exceeding the previous year, investors may want to revisit assumptions about the private equity sector in today’s climate.The discussion also highlights the impact of rising rates, realisation timing, and how secondary investments are improving NAV visibility. With second quarter performance significantly ahead of the first and a balanced capital return strategy in place, the trust appears well-positioned going forward.ICG Enterprise Trust is a listed private equity investor focused on delivering long-term value by investing selectively in private companies, primarily across the US and Europe.
Record plc (LON:REC) CEO Dr Jan Hendrik Witte reveals how the firm is using its scale and agility to expand beyond FX risk management into infrastructure, emerging markets debt, and credit. With over $110 billion in AUM and $1 trillion in annual trading volume, Witte explains how Record’s evolution is not just a diversification play but a deliberate strategy aimed at significantly increasing market value.Record plc is a specialist currency and asset manager focused on delivering tailored solutions for large institutional investors. The firm provides FX hedging, absolute return strategies, and now broader private market investment vehicles including infrastructure equity and EM local debt.
Cizzle Biotechnology (LON:CIZ) has taken a critical step toward getting its early lung cancer blood test into UK hospitals, signing a letter of intent with a major diagnostics partner working alongside the NHS. In this interview, Executive Chairman Dr Allan Syms outlines how this move supports the NHS’s early detection strategy, complements their active US licensing model, and accelerates the test’s return to the UK — where the underlying science was first developed.Cizzle Biotechnology is a UK-based diagnostics developer focused on early-stage cancer detection through its proprietary CIZ1B blood test.#CizzleBiotech #LungCancer #CancerDetection #HealthTech #NHS #BiotechStocks #AIMstocks #CIZ1B #UKhealthcare
Is Great Western Mining (LON:GWMO) sitting on a multi-metal jackpot?Executive Chairman Brian Hall shares the significance of newly released soil sampling results that reveal a potential copper-tungsten system spanning nearly 3 km across the Huntoon project in Nevada. With two defined zones, a copper porphyry on one side and a copper-tungsten scarn on the other, now showing signs of connectivity, the company may be unlocking a previously overlooked mineral-rich corridor. In this update, Hall outlines what’s next, including lab results, trenching, gravity surveys, and why interest from major players is suddenly heating up.Great Western Mining Corporation is a precious metals and base metals exploration company focused on projects in Nevada, USA.
One Health Group’s (LON:OHGR) latest trading update highlights double-digit growth and a clear roadmap for expansion. Chairman Derek Bickerstaff shares how the independent provider of NHS-funded surgical procedures continues to scale patient referrals, surgeon numbers, and operating capacity, all while developing its first surgical hub to further boost revenue and efficiency. Investors will want to hear why he believes the group’s model fits squarely within government priorities and why they “look forward with confidence.”About One Health Group:One Health Group provides NHS-funded elective surgical services across orthopaedics, spinal, general, gynaecology and urology. Working with over 80 surgeons across 40 community clinics in the North and Midlands, it delivers efficient, patient-centred care while tackling NHS waiting lists.
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