Bull, Bear & Beyond by Edison Group

Edison Group

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

  1. 215. Bull, Bear & Beyond – Kooth: executive interview

    1 DAY AGO ·  VIDEO

    215. Bull, Bear & Beyond – Kooth: executive interview

    In this interview, Kooth’s CEO Kate Newhouse and CFO Sanjay Jawa discuss progress in 2025, a year of consolidation in which the company demonstrated the scalability and effectiveness of its digital mental health model across the UK and US. Kate highlights Soluna’s progress in California, where it serves six million 13–25-year-olds, has reached users earlier in their healthcare journey and has been independently evaluated by Northwestern University. She also discusses Kooth’s state alliance model, with new activity in New Jersey and Michigan, and the strategic migration of UK services onto Soluna. The interview covers how Kooth is using clinically governed AI, supported by proprietary data, to improve engagement, moderation, practitioner training and outcomes while keeping human interaction at the centre of care. Sanjay outlines the financial profile, including resilient gross margins, strong cash generation, a debt-free balance sheet and the potential for operating leverage as new US contracts scale. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    25 min
  2. 214. Bull, Bear & Beyond – Devolver Digital: executive interview

    1 DAY AGO ·  VIDEO

    214. Bull, Bear & Beyond – Devolver Digital: executive interview

    In this interview, Devolver’s executive team discusses the company’s developer-first model and its focus on publishing distinctive indie games, while increasingly benefiting from owned IP and in-house development. CEO Harry Miller explains how Devolver differs from traditional games publishers by backing new IP, supporting small creative teams and helping titles find their audience. COO Graeme Struthers highlights the importance of allowing developers to retain IP ownership while improving portfolio management, release cadence and regional execution, particularly in China, Japan and Korea. The team also discusses how data, technology and AI are being used to understand player behaviour, extend game lifecycles and support back-catalogue monetisation. CFO Dan Widdicombe outlines the financial profile, including a growing contribution from historic titles, platform partnerships, margin expansion from first-party games and a pipeline of more than 30 titles over the next three years. Devolver Digital Inc. is an indie games publisher of third party and in-house video games and merchandise. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    20 min
  3. 213. Bull, Bear & Beyond – SigmaRoc: executive interview

    1 DAY AGO ·  VIDEO

    213. Bull, Bear & Beyond – SigmaRoc: executive interview

    In this interview, CEO Max Vermorken provides an overview of SigmaRoc’s activities, products and strategic position within the industrial materials value chain, before exploring the company’s transition from integration to scale. The discussion focuses on recent operational progress, portfolio and plant-network optimisation, margin durability, capital allocation following refinancing, and the key market and policy tailwinds that could support future demand, including infrastructure, steel, defence and European re-industrialisation. SigmaRoc is a specialised quarried materials group that invests in both new and existing construction material assets in the UK and Northern Europe. The extracted low- and high-grade materials are sold for use in agriculture, construction, environmental and industrial applications. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    10 min
  4. 212. Bull, Bear & Beyond – Mendus: executive interview

    6 DAYS AGO ·  VIDEO

    212. Bull, Bear & Beyond – Mendus: executive interview

    In this interview, Erik Manting, CEO of Mendus, discusses the company’s recently launched programme in chronic myeloid leukaemia (CML). Erik covers the current CML treatment landscape and unmet needs in the space, alongside how lead asset, vididencel, has the potential to address these challenges. We also discuss what next steps for Mendus’s CML programme may look like, should vididencel’s initial Phase Ib study be successful, as well as the potential commercial opportunity in CML, reflecting on the recent announcement that Merck will be acquiring Terns Pharmaceuticals for $6.7bn. The interview also includes a summary of Mendus’ key milestones and catalysts to watch out for throughout 2026 and beyond. Mendus is a Sweden-based immuno-oncology company specialised in the field of allogeneic dendritic cell biology. Its leading clinical candidate is vididencel, an off-the-shelf cell-based cancer vaccine, which is being evaluated as a potential maintenance treatment for acute myeloid leukaemia (AML), CML and ovarian cancer. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    17 min
  5. 211. Bull, Bear & Beyond – LightInTheBox Holding: executive interview

    22 APR ·  VIDEO

    211. Bull, Bear & Beyond – LightInTheBox Holding: executive interview

    In our interview with Suhai Ji, CFO of LightInTheBox Holding, he provides an overview of the company and explains how management’s change in strategy has led to an inflection in revenue growth and profitability. The company is now benefiting from two more positive trends following the successful launch of a number of new proprietary apparel brands and a refocusing of the legacy website to customisable and event-driven products. Regarding the proprietary brands, Suhai discusses the ambitions for future growth and how they will be scaled while managing profitability. With respect to the legacy website, he highlights how the change of focus provides a competitive edge in a highly competitive e-commerce market. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    13 min
  6. 210. Bull, Bear & Beyond – THE ICONIC: executive interview

    22 APR ·  VIDEO

    210. Bull, Bear & Beyond – THE ICONIC: executive interview

    In our interview with Jere Calmes, CEO, we take a comprehensive look inside THE ICONIC, Global Fashion Group’s (GFG’s) platform in Australia and New Zealand, GFG’s most successful region in recent years. Jere gives an overview of THE ICONIC’s market position and competitive edge and reflects on the significant transformation he has implemented. He gives some insight on the potential effects from the wider adoption of AI and the near-term opportunities for the business. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    16 min
  7. 209. Bull, Bear & Beyond – Trustpilot: executive interview

    20 APR ·  VIDEO

    209. Bull, Bear & Beyond – Trustpilot: executive interview

    In this  interview, Adrian Blair, CEO of Trustpilot, discusses the three main drivers of the company’s recent momentum: a greater focus on larger enterprise customers, continued progress in the US, which remains its fastest-growing market, and stronger demand as Trustpilot reviews become more visible in large language models, to the extent that Trustpilot was the  fifth most cited domain on  ChatGPT in January.  He emphasises the importance of trust and governance on the platform and discusses how Trustpilot is using AI to detect suspicious patterns and remove fake reviews while maintaining a clear separation between commercial decision-making and content oversight. Blair argues that open customer feedback is becoming more strategically valuable for businesses, both as a tool for operational improvement and as a way to improve visibility in AI-driven discovery. He also points to scope for further margin expansion, supported by product development efficiencies and ongoing scale benefits. Trustpilot is an open review platform that brings consumers and businesses together through customer feedback. It operates a freemium subscription model, offering paid tools that help businesses collect, analyse and showcase reviews, while supporting consumers with independent, transparent information to inform purchasing decisions. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    19 min
  8. 208. Bull, Bear & Beyond – Terrain Minerals: executive interview

    14 APR ·  VIDEO

    208. Bull, Bear & Beyond – Terrain Minerals: executive interview

    In this interview, Terrain Minerals executive director, Justin Virgin, discusses his hopes for the company in the light of the forthcoming announcement of drilling results at its Smokebush gold project in Western Australia and how he expects them to contribute towards a maiden JORC resource towards the middle of the year and the development of the company thereafter. Terrain’s shares are up 2.5x in the past nine months. Could there be room for more? Terrain Minerals is a Western Australia-based diversified exploration company on a mission to discover the next generation of technology-critical minerals. Its exploration strategy provides investors with early exposure to high-potential flagship projects in addition to an advancing pipeline of large-scale opportunities in key commodities critical to the global energy transition. With a diversified focus on critical and precious metals, Terrain is de-risking its portfolio through a staged, cost-effective exploration strategy across multiple projects. Its focus is on high-value commodities including gold, gallium, rare earth elements, copper and lithium – the building blocks of tomorrow’s innovations. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    25 min
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About

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

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