In this episode of Monday Upbeat Markets (MUMS), Kevin Hornsby, Graeme Dickson and Charles Archer are joined by James Parsons and Ed Mead from Forgent PLC, along with David Rajakovich from Acuity Risk Management. The conversation covers Forgent’s relaunch and move into Australian gold and copper assets, alongside Acuity’s growing cyber risk platform and Stream Cloud. The episode also touches on recent market activity, IPO momentum, and key opportunities across energy, resources, and technology.

00:00 - 00:03:35 Intro
00:03:35 #FORG Interview
00:28:33 #ACRM Interview
00:48:56 Stocks : #MKA
#KEN #SRVL #DGQ
#RIFT #HALO #REDC

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

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📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets (MUMS), hosts Kevin Hornsby and Graeme Dickson speak with Ippolito Cattaneo from Ajax Resources plc about the company’s latest progress and expansion across South America. The discussion covers key projects in Argentina, Brazil, and Chile, ongoing drilling plans, and the potential to significantly grow copper, gold, and silver resources. The team also touches on broader market trends, including the role of commodities and energy in shaping future investment opportunities.

00:00 - 00:31:05:02 #ACRM Interview
00:31:05:02 Stocks : #AJAX #DELTA
#GWMO #AEG
#WCAP #GFIN
#WSBN

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets (MUMS), Graeme Dickson and Charles Archer are joined by David Halley, who shares his journey from hedge funds in Mayfair to building and scaling businesses across Asia and the UK.

David dives into the evolution of his current company, focusing on AI-driven video advertising, cost efficiency, and building a scalable, lean operation in today’s fast-changing digital landscape. The discussion highlights how businesses can adapt to disruption, leverage technology, and unlock growth through smarter execution.

The episode also touches on broader market themes, including geopolitics, commodities, AI, and investment strategy, offering insights into where opportunities may emerge in the current environment.

A valuable conversation on entrepreneurship, innovation, and navigating modern markets.

#GFIN
#HEX
#PLSR
#GMET
#GWMO
#MKA
#PRE
#IQE
#BOOM
#RR.
#Tungsten
#RareEarths
#Titanium
#NuclearFusion

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets (MUMS), Kevin Hornsby, Graeme Dickson and Charles Archer break down the latest global developments and their impact on markets, including rising geopolitical tensions, inflation risks, and what it all means for investors.

The discussion covers a 2026 portfolio review, performance updates across key small-cap stocks, and fresh ideas moving forward. The team also explores major macro themes shaping the future — from energy and commodities to AI and global demographics.

A wide-ranging episode focused on market strategy, stock insights, and navigating uncertainty.

00:00 - 00:17:06 Intro
00:17:06 #WCAP
00:19:47 #HAYD
00:20:51 #BZT #GGP
00:23:43 #SVNS #AJAX #JLP
00:29:19 #UPL
00:31:44 #XTR
00:34:00 #EPP
00:41:32 #GMET
00:43:01 #DGQ
00:45:48 #ALRT
00:48:05 #CRCL
00:50:33 #AEG

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets (MUMS), Graeme Dickson discusses key developments around Ajax Resources and is joined by the CEO of EnergyPathways to explore the UK’s growing energy security challenges.

The episode dives into the MESH project, gas storage shortages in the UK, rising energy prices, and how long-duration energy storage could play a crucial role in stabilizing supply and reducing costs. It also covers funding strategy, government approvals, and the broader opportunity in energy infrastructure.

A focused discussion on energy markets, storage solutions, and future growth potential.

00:00 - 00:02:00 Intro
00:02:00 #EPP Interview
00:29:44 #AJAX Interview
01:00:25 Stocks #KEN #EGT #ZEN #PAT #GRX

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets (MUMS), Kevin Hornsby and Charles Archer speak with David Rajakovich, CEO of Acuity Risk Management, about turning the business around, achieving profitability, and launching the new Stream Cloud cybersecurity platform for mid-market companies.

The hosts also discuss Kendrick Resources’ rare earth discovery, BSA’s T-Rex bag launch, Buccaneer Energy’s oil acquisition, and Active Energy, along with broader themes around energy markets, AI, and resource investing.

00:00 - 00:21:16:11 #ACRM Interview
00:21:16:11 Stocks : #ACRM #KEN #BSFA #AJAX #BUCE #AEG #FMET #HALO

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets, Charles Archer and Graeme Dickson speak with Sapan Ghai, Chief Commercial Officer of Sovereign Metals, about the Kasiya project in Malawi, one of the world’s largest rutile and graphite deposits. They discuss the project’s economics, partnerships with Rio Tinto and the IFC, the growing importance of titanium, graphite and rare earths, and how global geopolitics and supply shortages could shape the future of critical minerals markets.

00:00 - 00:00:50 Intro
00:00:50 #SVML Interview
00:50:05 Stocks #AET #GAL #88E #UOG #STAK

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.

In this episode of Monday Upbeat Markets, Kevin Hornsby and Graeme Dickson are joined by Charles Archer as they revisit the 12 Stocks of 2026 and assess how the picks have performed so far in 2025. From standout winners like Delta Gold and Guardian Metal to updates on Greatland Resources, Jubilee Metals, Energy Pathways, Extract Resources and more, the trio break down market momentum, small-cap strategy, risk appetite and what could come next. A deep dive into investing mindset, UK vs US markets, and why small caps may be heating up again.

00:00 - 00:48:29 Charles Archer Interview
00:48:29 #WCAP
00:55:48 #HAYD
00:57:23 #SVNS
00:58:56 #AJAX
01:00:42 #UPL
01:01:40 #BZT
01:03:29 #JLP
01:05:21 #GGP
01:08:10 #EPP
01:10:35 #XTR
01:11:40 #GMET
01:13:26 #DGQ

New episodes every Monday evening — video on YouTube, audioboom, Spotify & Apple.

👇 Subscribe and turn on notifications so you never miss a Monday.

📧 Want to appear on a future episode? Email us at MondayUpbeatMarkets@gmail.com

Disclaimer & Declaration of Interest

This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information and views 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.