12 for 2025: Companies on Our Radar #ATN #POW #GMET #COBR #GGP #AMRQ #GROC #MAST #RMR #SVML #BZT #JLP #PR1 #IMM #ARS #ATN #TRAK #BSFA #EST #AFP #XTR #ARCM #HEX #MIRI #MKS
Season 10, Episode 5, May 04, 10:45 AM
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In this Star Wars Day edition of The Sunday Roast, The lads return with a scorching hot rundown of the week’s biggest stories, from geopolitical tremors to major market moves. We unpack the landmark U.S.-Ukraine Reconstruction Investment Fund agreement giving the U.S. preferential access to Ukraine’s critical minerals—titanium, lithium, and rare earths—and explore the ripple effects across Europe, the West, and a sidelined Russia. We also dive into the dramatic ousting of U.S. National Security Adviser Mike Waltz following the jaw-dropping “Signalgate” scandal.
This week’s guest is Charles Bray, Executive Chairman of Aterian Plc, who joins us to discuss how geopolitical tensions and resource nationalism are reshaping the critical minerals landscape. We get the lowdown on Aterian’s game-changing $4.5 million trade finance deal in Rwanda and their recent £468,000 convertible bond raise aimed at boosting exploration in Morocco, Botswana, and beyond.
Plus, we revisit our “12 for 2025” watchlist with a progress check and updated outlook, and wrap up with all the movers and shakers making waves in the markets this week.
May the 4th be with you!
00:00 - 00:06:48 Weekly News Roundup
00:06:48 #ATN Interview
00:41:16 12 for 25 stocks review
00:41:51 #POW
00:42:46 #GMET
00:44:29 #COBR
00:45:59 #GGP
00:47:20 #AMRQ
00:48:55 #GROC
00:50:48 #MAST
00:52:52 #RMR
00:55:41 #SVML
00:59:24 #BZT
01:00:58 #JLP
01:02:10 #PR1
01:06:06 #IMM
01:07:46 #ARS
01:09:13 #ATN
01:10:11 #TRAK
01:11:26 #BSFA
01:14:32 #EST
01:16:13 #AFP #XTR
01:16:29 #ARCM
01:16:46 #HEX
01:18:14 #MIRI
01:18:45 Ransomware attacks #MKS
01:28:46 TV Recommendation
Disclaimer & Declaration of Interest
This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
This week’s guest is Charles Bray, Executive Chairman of Aterian Plc, who joins us to discuss how geopolitical tensions and resource nationalism are reshaping the critical minerals landscape. We get the lowdown on Aterian’s game-changing $4.5 million trade finance deal in Rwanda and their recent £468,000 convertible bond raise aimed at boosting exploration in Morocco, Botswana, and beyond.
Plus, we revisit our “12 for 2025” watchlist with a progress check and updated outlook, and wrap up with all the movers and shakers making waves in the markets this week.
May the 4th be with you!
00:00 - 00:06:48 Weekly News Roundup
00:06:48 #ATN Interview
00:41:16 12 for 25 stocks review
00:41:51 #POW
00:42:46 #GMET
00:44:29 #COBR
00:45:59 #GGP
00:47:20 #AMRQ
00:48:55 #GROC
00:50:48 #MAST
00:52:52 #RMR
00:55:41 #SVML
00:59:24 #BZT
01:00:58 #JLP
01:02:10 #PR1
01:06:06 #IMM
01:07:46 #ARS
01:09:13 #ATN
01:10:11 #TRAK
01:11:26 #BSFA
01:14:32 #EST
01:16:13 #AFP #XTR
01:16:29 #ARCM
01:16:46 #HEX
01:18:14 #MIRI
01:18:45 Ransomware attacks #MKS
01:28:46 TV Recommendation
Disclaimer & Declaration of Interest
This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.