DirectorsTalk Interviews

DirectorsTalk
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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.

  1. 1D AGO

    Oriole Resources: Strong Grades and Growing Confidence at MB01 North in Cameroon

    Claire Bay, Executive Director of Exploration at Oriole Resources (LON:ORR), shares a compelling update from Cameroon as new drill results at the MB01 North target reveal wide mineralised zones and strong grades. With confirmed continuity at depth and along strike, and a maiden resource estimate now within sight, this emerging discovery is shaping up to significantly expand Oriole’s gold footprint. Investors will want to watch closely as the company builds towards a major milestone in Q2.#OrioleResources #GoldExploration #CameroonMining #JuniorMining #AIMstocks #GoldInvesting #MiningNews #ResourceUpdate #ExplorationDrilling

    6 min

  2. 1D AGO

    The Diverse Income Trust: Why Gervais Williams Is Doubling Down on Overlooked UK Small Caps

    After delivering an 18.4% capital return and over 4% in dividend income in 2025, The Diverse Income Trust is quietly making bold moves. Fund Manager Gervais Williams lays out why he’s leaning further into undervalued UK small caps like Yü Group, ACG Metals and Victorian Plumbing — and what makes these names stand out amid market uncertainty. From North Sea energy plays to digital-first disruptors, this conversation reveals where the Trust is finding mispriced opportunities with significant upside. The Diverse Income Trust invests primarily in quoted or traded UK companies across a wide range of market capitalisations, with a long-term bias towards small and mid-cap equities. KEY MOMENTS: 00:30 – Why geopolitical volatility favours a multi-cap approach 01:45 – Small caps' overlooked income contribution & 2026 outlook 03:50 – Yü Group: cash-rich, undervalued, and now a top holding 05:25 – ACG Metals: cash now, copper upside next 07:15 – Ithaca Energy: dividends and positioning post-Shell tie-up 08:45 – BlueNord: from overlooked to cash machine 10:15 – Primary Health Properties: inflation-proof income 11:35 – Norcros: capital-light bathroom growth story 12:55 – Arbuthnot Banking Group: deeply discounted financial with growing AUM 14:40 – Victorian Plumbing: MFI, next-day tiles & distribution scale-up #UKEquities #SmallCapInvesting #DividendStocks #InvestmentTrusts #FundManagerInsights #GervaisWilliams #DiverseIncomeTrust #UKStocks #PremierMiton

    18 min

  3. 2D AGO

    Ilika plc: First Commercial Revenues Signal Pivotal Shift in Solid-State Battery Journey

    lika plc’s (LON:IKA) move from government-backed R&D to commercial traction is gathering pace. In this discussion, Dr Tom McColm of Morphose Capital Partners unpacks the company’s half-year results, highlighting a significant milestone: its first recurring commercial contract via Stereax partner Cirtec. Investors will want to hear why steady initial revenues could give way to an inflection point, how the Goliath programme is tracking towards MVP announcement, and where defence sector interest may accelerate Ilika’s scale-up potential. Key Moments: 00:27 – Dr Tom McColm joins to discuss Ilika’s interim results01:00 – Revenue adjustment explained: grant timing delays02:00 – Cash position remains strong despite top-line drop02:20 – First commercial contract via Cirtec begins03:06 – How Cirtec supply revenue is expected to build04:33 – Goliath platform performance progress and MVP on horizon05:42 – Defence applications emerging as a parallel market06:33 – What investors should look for in the next 12 months Ilika plc is a UK-based pioneer in solid-state battery technology, targeting applications across industrial IoT, medtech, electric vehicles, and defence.

    8 min

  4. 6D AGO

    Ruffer Investment Company Why Defence-First Investing is Winning in Volatile Markets

    Ruffer Investment Company Limited (LON:RICA) Fund Manager Jasmine Yeo explains why Ruffer’s contrarian approach — putting capital protection ahead of chasing returns, is delivering standout results. In a market climate riddled with geopolitical uncertainty, inflation swings, and the failure of traditional portfolio protections, Yeo shares how the Trust’s use of derivatives, precious metals, and unconstrained asset allocation has helped it sidestep major drawdowns while still achieving equity-like returns. Chapters: 00:40 – Ruffer’s core objective: capital preservation first01:34 – Outperformance with half the volatility over 30 years02:12 – The two-bucket strategy: growth vs protection04:34 – 2025 performance: near 11% return led by growth assets06:15 – Why we’re in a financial regime change07:41 – The broken bond-equity relationship and new diversification08:53 – Focus areas: unconventional protection and growth in China/UK09:10 – Who should consider investing in RufferRuffer Investment Company is a British investment trust focused on delivering positive returns in all market conditions. It does this by investing across a wide range of asset classes, including equities, bonds, commodities, derivatives, and precious metals, with a central emphasis on protecting capital from permanent loss.#RufferInvestmentCompany #JasmineYeo #CapitalProtection #LONRICA #InvestmentTrusts #MarketVolatility #AllWeatherPortfolio #UKInvesting #AssetAllocation

    10 min

  5. JAN 21

    Finseta Plc Dubai Expansion and Corporate Surge Set Stage for 2026 Profit Drive

    Finseta Plc (LON:FIN) CEO James Hickman outlines how the company’s Dubai launch has already outpaced expectations, unlocking a unique competitive edge in the region’s booming property market. With revenue from corporate clients up 54%, and platform innovations slashing payment times by over 60%, Hickman lays out why 2026 is shaping up to be a turning point — not just for profitability, but for strategic dominance in multi-currency financial infrastructure.

    10 min

  6. JAN 21

    RM plc Unlocking the Future of Global Assessment with Scalable AI and Digital Exams

    RM plc (LON:RM) is positioning itself at the centre of the rapidly evolving education sector. In this wide-ranging conversation, CEO Mark Cook explains how 2025 marked a pivotal year for the company, with the launch of RM Ava—its new cloud-based accreditation platform capable of scaling globally. As digital assessments become the new standard across the globe, Cook outlines RM’s growing contracts with the likes of the International Baccalaureate and Cambridge University, and how AI is being introduced as a flexible tool within their platforms. With 20 million exams marked across 115 countries, RM isn’t just preparing for the future of education—it’s helping define it.

    9 min

  7. JAN 16

    Pharos Energy Drilling Deep into Growth as Vietnam Campaign Revs Up

    After a transformative year, Pharos Energy (LON:PHAR) is entering 2026 with sharpened focus, stronger cash flow, and boots on the ground in Vietnam. CEO Katherine Roe breaks down how the company stayed debt-free, secured a $20 million receivables payment from Egypt, and kicked off a major six-well drilling campaign aimed at ramping up production. Investors will want to hear Roe’s take on new asset opportunities, operational momentum, and how Pharos is positioning for meaningful shareholder returns—without overreaching. Pharos Energy is an independent oil and gas company with operations focused in Vietnam and Egypt, delivering value through sustainable dividends, disciplined growth, and a strong balance sheet. #PharosEnergy #OilAndGas #VietnamEnergy #EgyptEnergy #EnergyStocks #Dividends #KatherineRoe #EnergyInvestment

    9 min

  8. JAN 13

    Cerillion Plc £42.5m Omantel Win Puts Middle East Growth in Focus

    Cerillion Plc (LON:CER) has landed its biggest deal yet — a £42.5 million contract with Omantel, Oman’s largest telecoms provider. CEO Louis Hall shares how this landmark win against industry heavyweights like Huawei and Netcracker signals a major foothold in the Middle East. With a five-year operational remit, product-led delivery, and AI-powered capabilities, Cerillion isn’t just replacing systems — it’s positioning itself as the long-term digital backbone for a telecoms giant. Investors will want to hear what this means for future deals across the Zain Group and the broader region.#Cerillion #Omantel #Telecoms #MiddleEastTech #AI #BSS #OSS #ZainGroup #UKTech #LONCER

    6 min
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About

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.

Information

  • Creator
    DirectorsTalk
  • Years Active
    2020 - 2026
  • Episodes
    135
  • Rating
    Clean
  • Copyright
    © DirectorsTalk
  • Show Website
    DirectorsTalk Interviews