Bull, Bear & Beyond by Edison Group

Edison Group
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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. 14h ago

    291. Bull, Bear & Beyond – Alphamin Resources' CEO Eoin O'Driscoll on record Q3 EBITDA of c US$171m

    In this interview, Alphamin’s chief executive, Eoin O’Driscoll, discusses the company’s rise from being a junior in early 2020, with a share price of just C$0.13, to being a producer and paying an interim dividend of C$0.13/share in FY26. He also talks about what it takes to succeed in the Democratic Republic of the Congo, prospects for the tin price, Ebola and the company’s plans, hopes and future challenges. Alphamin owns (84.14% effective) and operates the Bisie tin mine at Mpama North and Mpama South in the North Kivu province of the Democratic Republic of the Congo. With a grade of c 3% tin (the world’s highest) and accounting for c 7% of global mined supply, it is the second largest tin mine in the world outside China and Indonesia. ************************************************************************************** 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/

    291. Bull, Bear & Beyond – Alphamin Resources' CEO Eoin O'Driscoll on record Q3 EBITDA of c US$171m

  2. 1d ago

    290. Bull, Bear & Beyond – Vantage: Polar Capital's Tom Dorner on higher interest rates, M&A and deregulation

    In this Vantage interview, Tom Dorner, fund manager at Polar Capital Global Financials Trust, speaks to Neil Shah, executive director and market strategist at Edison Group. They discuss the trust's diversified global approach to financials and how higher interest rates have changed the operating environment for banks and insurers. Tom also explains why the trust favours European banks, payments companies and selected insurers, and covers M&A, deregulation and AI as themes in the sector. The conversation ends with the trust's recent and longer-term performance against its benchmark and global equities. ************************************************************************************** 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/

    290. Bull, Bear & Beyond – Vantage: Polar Capital's Tom Dorner on higher interest rates, M&A and deregulation

  3. 6d ago

    289. Bull, Bear & Beyond – Vantage: Muscat Stock Exchange CEO Haitham Al Salmi on liquidity, the FTSE Russell upgrade and Oman's capital market growth

    In this Vantage interview, Haitham Al Salmi, CEO of Muscat Stock Exchange (MSX), speaks to Neil Shah, executive director and market strategist at Edison Group. They discuss the reforms that have improved liquidity and access for international investors in Oman and what a FTSE Russell index upgrade could unlock for Omani companies. The conversation also covers MSX’s IPO pipeline and growing market capitalisation, the exchange’s research collaboration with Edison, how Oman competes with its Gulf Cooperation Council (GCC) neighbours for emerging market allocations, and plans for ETFs, derivatives and tokenisation. ************************************************************************************** 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/

    289. Bull, Bear & Beyond – Vantage: Muscat Stock Exchange CEO Haitham Al Salmi on liquidity, the FTSE Russell upgrade and Oman's capital market growth

  4. Oct 27

    288. Bull, Bear & Beyond – Helios Underwriting: executive interview

    In this interview, Adhiraj Maitra, CFO of Helios Underwriting, discusses the company’s strategy and outlook. Despite its name, AIM-quoted Helios is by no means a conventional insurance company. Rather, it is an investment fund that uniquely offers investors exposure to Lloyd’s of London, the world’s largest specialist insurance and reinsurance market. It does this by participating in a diverse portfolio of syndicates, carefully selected and curated based on deep market knowledge and connections, and its proprietary research. The approach has proved successful, and Helios has significantly outperformed the Lloyd’s market over the past 10 years. Even more interesting for an investor, over the past 20 years, Lloyd’s has generated annualised returns on capital of c 11%, ahead of a range of equity, bond and real estate benchmarks and with relatively low correlation to them. Although insurance premium rates have been softening, higher interest rates are supporting investment income as insurers reinvest maturing assets at higher yields. For more information on Helios, please see our latest research: https://www.edisongroup.com/equity/helios-underwriting/BMC-82/ **************************************************************************************  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/

    288. Bull, Bear & Beyond – Helios Underwriting: executive interview

  5. Oct 26

    287. Bull, Bear & Beyond – IntelliAM AI: executive interview

    In this interview, IntelliAM AI CEO Tom Clayton and CFO Daud Khan discuss how the company’s industrial AI platform helps manufacturers improve reliability, productivity and operational efficiency. Clayton explains how machine learning, large language models and closed-loop applications turn factory data into actionable insights, drawing on examples involving Müller and SKF. He also discusses the platform’s differentiation, its ability to work across different equipment and data sources and recent commercial momentum involving Mars, an agricultural customer and US integration partner SkyIO. Khan outlines IntelliAM’s land-and-expand model, in which engineering relationships develop into recurring software subscriptions that can extend across manufacturing lines, sites and geographies. He discusses the target of at least 70% gross margins on software subscriptions and the potential for revenue to grow faster than costs. The interview also covers how the c £6.3m conditional fundraising and proposed move to AIM support US expansion, with annual recurring revenue (ARR) growth, customer penetration and operating leverage identified as key measures of progress. A £0.5m retail offer via the BookBuild platform closes at 4:35pm GMT on 27 October 2026. ************************************************************************************** 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/

    287. Bull, Bear & Beyond – IntelliAM AI: executive interview

  6. Oct 23

    286. Bull, Bear & Beyond – P2 Gold's Joe Ovsenek on the Gabbs gold-copper project in Nevada and the path to production

    In this interview, P2 Gold's president, chairman and CEO, Joe Ovsenek, discusses the prospects, geology, timelines and much more at its 100%-owned Gabbs project in Nevada's Walker-Lane trend, including the decision to increase the throughput rate by 33% in its forthcoming (full) feasibility study, anticipated early next year. P2 Gold is a precious metals and copper explorer managed by a team with a proven track record from Pretium. It is focused on advancing its 100%-owned, PEA-stage gold-copper Gabbs Project on the Walker-Lane Trend in Nevada. ************************************************************************************** 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/

    286. Bull, Bear & Beyond – P2 Gold's Joe Ovsenek on the Gabbs gold-copper project in Nevada and the path to production

  7. Oct 20

    285. Bull, Bear & Beyond – Baillie Gifford US Growth Trust in 60 Seconds

    This is an urgent call for the shareholders of Baillie Gifford US Growth Trust (ticker: USA) to cast their votes ahead of the company’s AGM on 23 October 2026. USA provides exposure to exceptional US growth businesses across both public and private markets including SpaceX, Anthropic and Stripe. The trust has outperformed the S&P 500 Index over the long term and in the 12 months to 30 September 2026 delivered an NAV total return of 32.4% versus 17.3% for the index. Saba Capital, which holds around 30% of USA’s voting rights, has proposed three directors for election at the upcoming AGM, offering shareholders a cash exit at or near NAV. USA’s board strongly opposes their appointment, questioning the nominees’ independence and the implications for the trust’s longer-term strategy. **************************************************************************************  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/

    285. Bull, Bear & Beyond – Baillie Gifford US Growth Trust in 60 Seconds

  8. Oct 20

    284. Bull, Bear & Beyond – Planet2050 CEO Lucas Zaehringer on carbon as an investable asset class

    In this interview, Lucas Zaehringer, CEO of Planet2050, speaks with Klaus Schinkel, Managing Director at Edison Group at the Sustainable Investment Conference at the Frankfurt School of Finance & Management. They discuss the shift from CO2 offsetting to investable carbon assets, how Planet2050 mobilises capital for carbon reduction and removal projects, and the European Commission’s plans to integrate permanent carbon removals into the EU Emissions Trading System. Finally, Lucas explains why Planet2050 is pursuing a direct listing to broaden investor access to the emerging carbon economy. **************************************************************************************  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/

    284. Bull, Bear & Beyond – Planet2050 CEO Lucas Zaehringer on carbon as an investable asset class
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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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