Bull, Bear & Beyond by Edison Group

Cheryl Maley, CEO of Starpharma, speaks to Arron Aatkar, director at Edison Group, about the company’s proprietary dendrimer drug delivery technology, its lead oncology asset DEP HER2-Lutetium (DEP HER2-Lu), plans for its first-in-human clinical study and strategic partnerships with Genentech, Radiopharm and Petalion Therapeutics. She also discusses the company’s priorities for London Life Science...

Cheryl Maley, CEO of Starpharma, speaks to Arron Aatkar, director at Edison Group, about the company’s proprietary dendrimer drug delivery technology, its lead oncology asset DEP HER2-Lutetium (DEP HER2-Lu), plans for its first-in-human clinical study and strategic partnerships with Genentech, Radiopharm and Petalion Therapeutics. She also discusses the company’s priorities for London Life Science...

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 futur...

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 co...

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...

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 por...

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 p...

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...

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 Septembe...

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 i...

In this episode of Edison's Vantage, Nick Train, portfolio manager of Finsbury Growth & Income Trust, speaks to Neil Shah, executive director and market strategist at Edison Group. They discuss Nick's large personal stake in the trust and what he has learned since January's continuation vote. Nick explains why he believes proprietary data businesses such as RELX, London Stock Exchange Group, R...

Emeka Emembolu, executive vice president, technology, at bp, speaks to Neil Shah, executive director and market strategist at Edison Group, in the third interview in Edison’s series on bp. They discuss where technology sits within bp and how it supports the company’s strategic priorities, including capital discipline, operational efficiency, downstream and trading. Emeka sets out bp’s framework fo...

In this interview, Greg Smith, CEO of IP Group, speaks to Dan Ridsdale, managing director, technology, at Edison Group, about the company’s H1 results, including a 3.2% rise in NAV per share to 114p and nearly £67m of realisations. They discuss progress towards IP Group’s £250m realisations target by 2027 and the de-risking of its exposure to Pfizer’s anti-obesity programme. They also cover develo...

In this interview, Kooth CEO Kate Newhouse and CFO Sanjay Jawa discuss the company’s H1 financial performance, US growth opportunities and UK expansion. Kate discusses how the Meta settlement funding could help Kooth convert its US pipeline, and notes that negotiations on the California contract renewal, due next July, are on track. She also highlights the early traction from the UK Soluna launch,...

In this interview, Shepherd Neame’s CEO, Jonathan Neame, and CFO, Mark Rider, discuss the company’s FY26 results, the outlook for trading and the key priorities for investors. Topics include its ongoing pub refurbishment programme, the strategic review of the Brewing and Brands division in response to declining beer volumes and rising logistics costs, and the impact of consumer confidence and wide...

In this interview, we speak with founder and CEO Hartley Atkinson of AFT Pharmaceuticals about the company’s growth ambitions and the opportunities ahead. Hartley discusses the continued global roll-out of Maxigesic, now sold in c 87 countries, and the significant potential of its intravenous formulation and further line extensions. He also highlights AFT’s capital-light business model and its por...

In this interview, we talk with Charlie Steel, CFO of International Workplace Group (IWG), the world’s largest flexible workspace provider. Charlie provides a brief overview of the group, its strategy and the market that it operates in, before discussing the outlook for growth in earnings and cash flow. Business demand for IWG’s offering is driven by the need for flexible, well-located office spac...

In our latest interview with the senior management team of Global Fashion Group, Leandro Medeiros, the CEO of Dafiti, discusses the strategic priorities shaping the future of one of Latin America’s leading fashion e-commerce businesses. The conversation explores how Dafiti is strengthening its technology platform to support greater scale and operating efficiency, where the company sees its key sou...

In this interview, Kenneth MacKenzie, CEO of Target Fund Managers, talks about the recently released annual report from Target Healthcare REIT and the outlook. The year to June 2026 (FY26) was very successful, and the c 12% accounting total return (the change in NAV per share plus dividends paid) was the strongest since Target was founded 13 years ago. But Target invests for the long term and perh...

In this interview, we speak with OSE Immunotherapeutics CEO Marc Le Bozec and chairman Markus Cappel. We discuss the company’s progress since announcing its strategic plan for 2026–28. In particular, we focus on OSE’s lead immunology and inflammation asset, lusvertikimab, including its track record in the clinic for ulcerative colitis, development of the subcutaneous formulation and plans for a ne...

In this interview, we speak with Mateusz Nowak, chief commercial officer and board member of Noctiluca, who discusses the company's progress towards commercialising NCEIL-4, its advanced material for organic light-emitting diode (OLED) displays. The lead programme has moved from proof-of-concept towards proof-of-performance, with Noctiluca increasing production 100-fold and raising material purity...

US investors traded $217bn of non-US equities in Q2 alone – up 37% year-on-year – as concerns over a concentrated, AI-heavy S&P 500 push them towards value and quality overseas. In this episode of Vantage, we sit down with Jonathan Dickson, head of EMEA at OTC Markets, to find out why household names from Roche and Heineken to Tesco and the London Stock Exchange Group trade there, how companie...

In this interview, Stephen Inglis, head of Regional REIT’s asset manager, ESR Europe LSPIM, and de facto CEO of RGL, talks about the recently released H126 interim report, with a focus on the strategic progress made during the period. It continues to be a challenging market environment and while the progress that RGL is making is yet to be reflected in EPRA earnings, asset sales are on track to re...

In this interview, Terrain Minerals executive director, Justin Virgin, discusses the recent metallurgical test-work results at its Lightning gold project in Western Australia. He also discusses the company's recent, premium equity fundraising, anchored by Gandel Metals, and its forthcoming 1 for 14 share consolidation and more.  Terrain Minerals is a Western Australia-based diversified explor...

In this interview, Angela Catlin, Edison's director of investor relations and communications, sits down with Pippa Dale, former director at LSEG and a recognised expert in fixed income markets, to make the case for why debt investor relations matters and why companies don't need to reinvent the wheel to do it well. From the relationship between treasury and IR teams to the fixed income research ga...