Bull, Bear & Beyond by Edison Group

In this interview, CleanTech Lithium CEO Ignacio Mehech discusses the company’s transition from lithium explorer to developer, cantered on its flagship Laguna Verde project in Chile. He highlights two major milestones: the award of a Special Lithium Operating Contract, which provides a clear regulatory pathway for development, and the publication of a pre-feasibility study that demonstrates the pr...

Get the lowdown from Edison’s Mel Jenner on Utilico Emerging Markets Trust, which seeks to provide long-term total returns by investing primarily in infrastructure and utility equities across emerging markets. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior exe...

Get the lowdown from Edison’s Milosz Papst on The Law Debenture Corporation (LWDB), one of the largest constituents of the AIC's UK Equity Income sector. Managed by James Henderson and Laura Foll of Janus Henderson, LWDB combines a diversified investment portfolio with a wholly owned independent professional services business. ***********************************************************************...

In this interview, IP Group CEO Greg Smith and Edison’s Dan Ridsdale discuss Edison’s view that the group offers a compelling asymmetric return profile through its exposure to potential future income streams from Pfizer’s anti-obesity products. Smith explains how IP Group has recognised a discounted value for these future licensing streams in NAV, reflecting clinical risk and contributing to a 13%...

In this interview, Cordel CEO John Davis outlines the company’s recent step-up in deal momentum, including wins with Network Rail, TfL, Genesee & Wyoming and a further US Class I railroad. While part of the uptick reflects the timing of deal closures after a slow H1, Cordel is also benefiting from a growing pipeline, now more than £70m of named opportunities, and deeper customer relationships...

In this interview, Matthias Stadelmeyer, CEO of Tradedoubler, discusses industry dynamics across the company’s three business lines. In affiliate marketing, he outlines how LLM searches are driving a greater focus on content and media publishers. In influencer marketing, he highlights the dynamism of the industry and explains how brands and creators prefer to operate. Describing the company’s use...

In this interview, Kooth’s CEO Kate Newhouse and CFO Sanjay Jawa discuss progress in 2025, a year of consolidation in which the company demonstrated the scalability and effectiveness of its digital mental health model across the UK and US. Kate highlights Soluna’s progress in California, where it serves six million 13–25-year-olds, has reached users earlier in their healthcare journey and has been...

In this interview, Devolver’s executive team discusses the company’s developer-first model and its focus on publishing distinctive indie games, while increasingly benefiting from owned IP and in-house development. CEO Harry Miller explains how Devolver differs from traditional games publishers by backing new IP, supporting small creative teams and helping titles find their audience. COO Graeme Str...

In this interview, CEO Max Vermorken provides an overview of SigmaRoc’s activities, products and strategic position within the industrial materials value chain, before exploring the company’s transition from integration to scale. The discussion focuses on recent operational progress, portfolio and plant-network optimisation, margin durability, capital allocation following refinancing, and the key...

In this interview, Erik Manting, CEO of Mendus, discusses the company’s recently launched programme in chronic myeloid leukaemia (CML). Erik covers the current CML treatment landscape and unmet needs in the space, alongside how lead asset, vididencel, has the potential to address these challenges. We also discuss what next steps for Mendus’s CML programme may look like, should vididencel’s initial...

In our interview with Suhai Ji, CFO of LightInTheBox Holding, he provides an overview of the company and explains how management’s change in strategy has led to an inflection in revenue growth and profitability. The company is now benefiting from two more positive trends following the successful launch of a number of new proprietary apparel brands and a refocusing of the legacy website to customis...

In our interview with Jere Calmes, CEO, we take a comprehensive look inside THE ICONIC, Global Fashion Group’s (GFG’s) platform in Australia and New Zealand, GFG’s most successful region in recent years. Jere gives an overview of THE ICONIC’s market position and competitive edge and reflects on the significant transformation he has implemented. He gives some insight on the potential effects from t...

In this  interview, Adrian Blair, CEO of Trustpilot, discusses the three main drivers of the company’s recent momentum: a greater focus on larger enterprise customers, continued progress in the US, which remains its fastest-growing market, and stronger demand as Trustpilot reviews become more visible in large language models, to the extent that Trustpilot was the  fifth most cited domain...

In this interview, Terrain Minerals executive director, Justin Virgin, discusses his hopes for the company in the light of the forthcoming announcement of drilling results at its Smokebush gold project in Western Australia and how he expects them to contribute towards a maiden JORC resource towards the middle of the year and the development of the company thereafter. Terrain’s shares are up 2.5x i...

With geopolitics reshaping global markets and the AI infrastructure build-out accelerating demand for power and metals, natural resources are back in sharp focus. In this Vantage interview, Neil Shah speaks with Paul Gooden, co-portfolio manager of the Ninety One Global Natural Resources Fund, a $2bn strategy that is up 21% year to date and has delivered 53% over the past 12 months. Paul explains...

In this interview, Tommy Cook, Calnex Solutions founder and CEO, discusses how the company's synchronisation and emulation solutions play an essential role in validating the performance of critical network infrastructure.  He highlights the product roadmap as interface speeds increase, with demand increasingly driven by AI-related data centre build-outs alongside ongoing telecom requirements...

In this new Vantage interview, Edison's Neil Shah speaks with Joe Bauernfreund who manages AVI Global Trust (AGT). Bauernfreund provides an introduction to the fund and highlights the three types of investment within the portfolio: holding companies, closed-end funds and asset-backed special situations. He discusses the importance of active engagement with management teams before moving on to talk...

In this video, we speak with Alan Wang, chief growth officer of YXT.com. Alan introduces YXT.com, providing a history of the company and its evolution to the current suite of four products: AI BOX, TalentNova, NeoLearning and SaleSmart. He discusses the company’s adoption of AI, starting with internal use to improve efficiency, and then outlines how AI has been integrated into its product suite. A...

In our interview with Richard Hutton, CFO of Greggs, he discusses the general trading backdrop, highlighting that while the business has outperformed a challenging market, negative volumes reflect broader consumer weakness rather than any loss of its value-led positioning, and outlined how it is responding operationally. The discussion also addressed suggestions of ‘Peak Greggs’, with management r...

In this interview, we talk with Allan Lockhart, CEO of NewRiver REIT. NewRiver is a specialist in the UK retail real estate market, both as a direct investor and as an asset manager. The company’s scale, retailer relationships and access to market data place it in a strong position to understand the retail market, both the opportunities and the risks. While it is too early to assess the impact of...

In this interview, Sirma CFO Yordan Nedev discusses the company’s long-standing focus on innovation, enterprise software and AI, its strong track record of delivering complex, mission-critical IT projects and its positioning as a resilient, internationally oriented European technology group. Founded in 1992, Sirma is a software technology partner and an early pioneer in AI technologies. With over...

In our interview, Shepherd Neame CEO Jonathan Neame and CFO Mark Rider explore what sets the business apart in the pub and brewing landscape. They highlight how the group is navigating structural industry pressures such as declining beer volumes and pub closures, while driving long-term improvements in revenue and profitability across its estate. Next, they discuss the strategic value of Shepherd...

In this interview, we speak with Martin Balaam, CEO and founder of Pimberly, the privately held, UK-based software as a service provider of product information management and digital asset management (DAM) solutions. Pimberly helps brands consolidate and automate complex product data workflows, becoming a deeply embedded ‘single source of truth’ across ERP, product lifestyle management and e comme...

In this interview, we speak to Antti Vuolanto, CEO of Herantis Pharma, and Henri Huttunen, the company’s CSO. We discuss the latest developments for lead asset HER-096, including the Phase Ib trial readout, the supplementary biomarker programme outcomes and plans for a subsequent Phase II trial. We also cover the company’s latest fundraises as well as key upcoming potential catalysts and milestone...

BB Biotech delivered a strong set of results in 2025, with NAV rising 26.5%, comfortably outperforming its benchmark, the Nasdaq Biotech Index. Performance was supported by a recovery in sentiment across the biotech sector and by the strength of BB Biotech’s concentrated portfolio of innovative mid-cap companies. Notably, five portfolio holdings were acquired by larger pharmaceutical groups during...