Market Musings Podcast
Our long-form podcast series with CEOs and directors, offering a more informal conversation on the people, decisions, and strategy driving a company forward.
- In-depth leadership conversations
- More context than a news update
- Strategy, milestones and vision
Quantum Gold Rush - Delta Gold search for stable qubits in the Race for the Future
Quantum Gold Rush - Delta Gold search for stable qubits in the Race for the Future StockBoxMedia speaks with Mike Jones, CEO of Delta Gold Technologies, about the global push toward quantum computing, the challenge of building stable qubits, and Delta’s work with leading university researchers using nano-gold materials. Topics discussed: Why quantum computing matters The challenge of noisy qubits Nano-gold and qubit stability University of Toronto and Penn State partnerships Quantum security and encryption risks Delta Gold’s IP and growth plans 🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=PpOyL0UDKBo 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ
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Following the Money European Green Transition - Building a Green Infrastructure Empire
In this episode of the Market Musings Podcast by StockBox, we speak with Cathal Friel, Founder and Chairman of European Green Transition. Cathal discusses his career building AIM-listed companies, his 3–5 year approach to value creation, and why he believes small-cap businesses must grow quickly, deliver shareholder returns or move on. The conversation also explores European Green Transition’s acquisition of Earth Mill, the opportunity in wind turbine servicing and repowering, and how EGT is positioning itself around major capital flows into renewables, grid infrastructure and data centres. Key topics discussed: Cathal Friel’s track record across AIM-listed companies Why small caps need a 3–5 year growth window European Green Transition’s move into wind turbine servicing The Earth Mill acquisition and repowering opportunity Revenue ambitions, profitability and the route to scale Renewables, data centres and grid infrastructure Why EGT is targeting services rather than asset ownership 00:00 Introduction 02:40 Cathal’s Early Life & Career 05:00 Serial IPO Builder 08:50 Small Cap 3-5 Year Philosophy 18:00 Following the Money 21:30 European Green Transition 37:10 Repowering Opportunity 49:50 Growth Targets & Milestones 🔗 Latest Research Talks Video: https://youtu.be/J97CWOv9MU0 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ
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Critical Mineral Resources - Get on with Mining
In the latest Market Musing Podcast, we sit down with Charlie Long, CEO of Critical Mineral Resources, for an in-depth discussion about his career in mining and capital markets—and his ambition to build a growing, revenue-generating mining company in Morocco. Key topics include: ⛏️ Charlie’s journey through geology, mining and the City 📉 Why UK small-cap markets are struggling for capital 🟠 The potential structural supply shortfall in copper 🇲🇦 CMR’s plans to develop its assets in Morocco 💷 Treating shareholders’ money with discipline 📈 Building a genuine, multi-asset mining business 🔗 Latest Research Talks Video: https://youtu.be/V1-7mV9sF3E 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ
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ISA Myths Busted with Robinhood
ISA Myths Busted with Robinhood We’re joined by Dan Lane, UK Lead Analyst at Robinhood, to unpack why investors are still backing tech, how to make sense of the ISA deadline, and why holding too much cash could be riskier than many think. From Stocks & Shares ISAs and tax efficiency to gold, inflation and market volatility, this is a timely discussion for UK investors looking ahead to the new tax year. Key topics discussed: 00:45 - Introduction and Market Sentiment 05:46 - ISA Basics and Tax Benefits 07:15 - ISAs:Adoption, and Common Mistakes 14:49 - Lifetime ISA Details and Challenges 17:14 - Goal-Setting, Monthly Investing 26:31 - Commodity market: gold, silver, and lithium 🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=nWkjM4gfIn4 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ
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54 Years Building Mines | Ian Stalker | Bradda Head Lithium
Market Musing: 54 Years Building Mines | Ian Stalker | Bradda Head Lithium In this episode of the Market Musings Podcast, we sit down with Ian Stalker, Executive Chairman of Bradda Head Lithium (AIM: BHL) and one of the most experienced mine builders in the world, with 54 years in mining across gold, copper, uranium, lithium, and critical minerals. Ian takes us from his early career in Zambia’s copper industry in the 1970s, through building and expanding world-class mines in Ghana, Guinea, Tanzania, Zimbabwe, Burkina Faso, Australia, Fiji, Papua New Guinea, and South America, to his current focus on lithium in the United States. Ian shares rare, first-hand insight into: Why the current commodity cycle feels different How multiple commodities are moving simultaneously The role of energy demand, power infrastructure, and geopolitics Why scale, asset quality, and low-cost operations matter more than ever 🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=d_ASSvREBmg 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe to StockBox Media for more in-depth conversations with industry leaders. 👍 If you enjoyed this episode, please like and share.
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Inside the Helium Opportunity: Mendell Helium CEO Nick Tulloch from Law to Resources
Inside the Helium Opportunity: Mendell Helium CEO Nick Tulloch from Law to Resources In this episode of Market Musings, StockBox Mark Fairbairn and Daniel Flynn speak with Nick Tulloch, CEO of Mendell Helium and Chairman of ECR Minerals. The discussion explores the surge in commodities, the geopolitical factors influencing helium supply, and how disruptions in global gas markets—particularly around Qatar's impact on the sector. Nick also reflects on his career journey from law to investment banking and eventually into leading natural resources companies, offering insights into market cycles, past financial crises, and the lessons learned from the dot-com boom. Key Topics Discussed Helium supply dynamics and global demand Impact of Middle East tensions on gas and helium markets Signs of a new commodities bull market Nick Tulloch’s career from law to investment banking Lessons from the dot-com boom and market cycles 🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=nWkjM4gfIn4 📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ
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