DirectorsTalk Interviews

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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. -2 J

    Cooks Coffee Company Accelerates UK and Ireland Growth as Middle East Expansion Gathers Pace

    Cooks Coffee Company is entering a new phase of disciplined expansion. In this latest interview, Executive Chairman Keith Jackson outlines how the group is driving like-for-like sales growth through customer loyalty, product innovation and digital enhancements, while scaling its franchise network across the UK and Ireland. Strategic partnerships with established retail brands are increasing visibility, and new master franchise agreements in the UAE and India add a meaningful international growth dimension. With market share still relatively low in core territories, management sees significant headroom for continued expansion and improved financial performance over time. #CooksCoffeeCompany #FranchiseDevelopment #UKBusiness #RetailPartnerships #GrowthStrategy

    9 min

  2. -5 J

    TEAM plc CIO Flags 20% Plus Returns, AI Capex Doubts and Looming Inflation Shock

    Markets shrugged off political theatre and macro uncertainty to finish 2025 at record highs — but Craig Farley says the real story sits beneath the surface. In this conversation, the TEAM plc (LON:TEAM) Chief Investment Officer explains how a barbell equity approach, zero exposure to long-dated government debt, and a decisive allocation to precious metals powered 20 percent plus sterling returns. He also outlines why AI capex maths may not stack up, why Trump’s revived Monroe-style doctrine changes the geopolitical playbook, and how a second inflation wave could emerge just as investors grow complacent.Key Moments 00:30 – 2025 described as a year of stock market resilience despite US political drama01:05 – TEAM delivers 20%+ sterling returns across conservative, balanced and growth strategies01:40 – Early signs of AI fatigue and scrutiny of hyperscaler capex02:00 – Introduction of the “Don Roe doctrine” and its implications for foreign policy04:29 – $45bn AI revenues versus $650bn capex raises valuation concerns04:49 – Japan carry trade unwind risk and potential global spillovers05:40 – Prospect of unconventional US stimulus ahead of midterms06:07 – Increasing allocation to UK large caps amid style rotation07:16 – Portfolio positioning for 2026: tilt away from US mega-cap tech08:00 – Zero exposure to long-term government debt remains core stance TEAM plc is an international wealth, asset management and financial services group offering multi-asset investment solutions designed to grow and preserve client capital over the long term.

    9 min

  3. 11 FÉVR.

    CQS Natural Resources Growth & Income Fund: Why Energy Scarcity and M&A Are Driving the Next Commodities Boom

    Global energy crunch, precious metals volatility, and a shifting AI-fuelled economy — Co-Fund Manager Robert Crayfourd of CQS Natural Resources Growth & Income Fund (LON:CYN) lays out the structural shifts investors can’t afford to ignore. In this wide-ranging discussion, Crayfourd explains how the trust is capitalising on under-owned real assets, the strategic edge in commodities allocation, and why nuclear and fossil fuels may be set for a dramatic re-rating. Key Moments: 00:24 – What sets the trust apart from others02:07 – Key drivers of the commodities resurgence04:22 – Are precious metals peaking or just getting started?08:12 – The coming energy bottleneck and nuclear positioning10:08 – Short- and long-term fund performance insights11:57 – Why the focus is shifting from top-down macro to bottom-up fundamentals

    13 min

  4. 10 FÉVR.

    Verici Dx: Tutivia Set to Disrupt Transplant Monitoring with Real-Time RNA Insights

    Verici Dx (LON:VRCI) is no longer just a diagnostics innovator—it’s a commercial-stage disruptor with momentum. In this interview, CEO Sara Barrington outlines how their flagship RNA-based test, Tutivia, is outperforming legacy transplant diagnostics, not only in validation trials but now in real-world use. With reimbursement locked in, early commercial traction, and a clear runway to capture a $900M addressable market, Verici Dx is positioned to redefine transplant care. Add in licensing success with Thermo Fisher (Clarava) and pipeline expansion toward fibrosis and urine-based diagnostics, and this is one growth story investors should be watching closely.Key Moments: 00:11 – Interview begins with Sara Barrington, CEO of Verici Dx00:38 – Focus on transplant diagnostics and AI-powered RNA testing01:53 – Why Verici started with kidney transplant and how Clarava (pre-transplant test) fits in02:48 – Tutivia’s role in post-transplant rejection detection04:05 – Overview of test pipeline and unmet clinical needs04:26 – What de-risked and ready for scale-up actually means05:26 – Reimbursement wins including Medicare and Palmetto coverage07:03 – Why validation was intentionally high-risk to gain clinical trust08:20 – Unmatched comprehensiveness vs competitors09:55 – Financial positioning and alignment with investor expectations11:03 – Capital focused on sales, marketing, and KOL engagement12:04 – $900M US market opportunity and Verici’s strategic entry points14:08 – Tutivia’s advantage in early-stage rejection vs. cell-free DNA rivals15:20 – Commercial ramp: scaling sales team from 4 to 1517:09 – Expected news flow: centre expansion, payer contracts, and commercial traction

    18 min

  5. 10 FÉVR.

    Ethtry: Ethereum Treasuries, Nation-State Partnerships and the Web3 Bet You’re Not Watching

    Patrick Chopard, CEO of Ethtry Plc (LON:ETHY), lays out a bold roadmap blending Ethereum balance sheet strategy, high-conviction partnerships, and operational clarity. From aligning with LTIM on digital asset infrastructure to collaborating with AMINA Bank for treasury innovation, Ethtry isn’t just adopting crypto—it’s operationalising it. In this first conversation, Chopard outlines how blockchain is being fused into traditional business DNA, and why Ethtry’s crypto-backed operating model is more than just a tech experiment. Key Moments: 00:11 — Introduction to Patrick Chopard & overview of Ethtry01:25 — Equity partnership with LTIM and its dual strategic value02:36 — Why Ethtry holds Ethereum on its balance sheet03:31 — Partnership with AMINA Bank and how it unlocks value04:12 — Ethtry’s updated operating strategy and the role of crypto treasury05:12 — What investors can expect next Ethtry Plc is an acquisition operating company focused on breakthrough technologies, anchored by an Ethereum-based crypto treasury. #Ethtry #EthereumTreasury #Web3Strategy #DigitalAssets #CryptoFinance #BlockchainBusiness #LTIM #AMINABank #PatrickChopard #InvestorInsights

    6 min

  6. 10 FÉVR.

    Cora Gold: Eagle Eye Backs Sanankoro with 30% Stake, Extensive Mali Expertise and Pathway to Full Project Funding

    Cora Gold (LON:CORA) CEO Burt Munro reveals how Eagle Eye, already a major player in West African mining, is set to become a 29.9% shareholder, bringing both cash and crucial operational know-how. With discussions underway on a fully funded project finance package for the Sanankoro gold project and a retail offer to match institutional terms, this isn’t just a raise — it’s a strategic reset. Munro also outlines key upcoming catalysts, from permitting to the potential for a maiden resource at Madina Foulbé in Senegal.Key Moments: 00:11 – CEO Introduction & Fundraise Summary00:29 – Why Eagle Eye Was Chosen as Strategic Investor01:07 – On Discounted Issue Price and Shareholder Context02:01 – What’s Left Before Sanankoro Can Begin Construction02:23 – What a Fully Funded Solution Might Look Like03:22 – Shareholding Structure & Relationship Safeguards04:13 – 12–18 Month Outlook for Sanankoro and Madina Foulbé Cora Gold is a West African-focused gold exploration and development company, advancing the Sanankoro project in Mali and early-stage exploration at Madina Foulbé in Senegal. #CoraGold #GoldMining #WestAfricaMining #MaliGold #JuniorMiners #MiningFinance #StrategicInvestor #EagleEyeCapital

    5 min

  7. 9 FÉVR.

    Acuity RM Resets the Business for Profit and Scales CyberGRC for 2026 – Investor Presentation

    In this investor presentation, David Rajakovich, CEO of Acuity Risk Management Group Plc (LON:ACRM), lays out how a year of tough decisions has reshaped the business. With costs cut deeply, operating profit achieved in Q4, and new products rolling out at speed, Acuity RM enters 2026 with a tighter cost base, clearer focus on CyberGRC, and multiple routes to growth across defence, public sector, and regulated commercial markets.

    13 min

  8. 2 FÉVR.

    Time Finance Profit Margin Rises as Lending Hits Record £235M in Interim Results

    Time Finance Plc (LON:TIME) has delivered a strong set of interim results for the six months ending 30th November 2025, with CEO Ed Rimmer highlighting a sharp rise in new business activity and improved credit performance. Investors will want to note the 48% year-on-year increase in origination, record-breaking lending book figures, and stronger profit margins — all achieved while reducing arrears and bad debts. In this video interview, Ed outlines the drivers behind this profitable growth, the evolving customer base, and what’s next as the company pushes towards its £300M lending target in its new three-year plan. About Time Finance: Time Finance is an AIM-listed specialist lender providing funding solutions — including asset and invoice finance — to UK-based small businesses across a wide range of sectors.

    8 min
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À propos

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.

Informations

  • Création
    DirectorsTalk
  • Années d’activité
    2020 - 2026
  • Épisodes
    144
  • Classification
    Tous publics
  • Copyright
    © DirectorsTalk
  • Site web de l’émission
    DirectorsTalk Interviews