DirectorsTalk Interviews

Real Estate Credit Investments (LON:RECI) is the topic of conversation when Hardman & Co Analyst Mark Thomas joins DirectorsTalk Interviews. Mark gives us an overview of his report entitled 'Positioned for the current crisis', tells us more about the track record of superior credit assessment, monitoring and collection reducing the probability of default, and the secured nature of the...

Helium One  Global  ( LON:HE1 ) CEO David Minchin joins DirectorsTalk Interviews to discuss its full project update, including an update on rig selection for the Company’s Phase II drilling programme. David takes us through this morning’s announcement and what it all means, mobilising the rig in the wet season, confidence that this will become a definitive contract, the company funding position an...

Ilika plc  (LON:IKA) CEO Graeme Purdy joins DirectorsTalk to discuss its latest trading update. Graeme explains how it’s large format Goliath programme has continued largely unaffected by COVID restrictions, with partners such as JLR and McLaren being more affected by COVID what impact this has had on the company, whats happening with the Stereax pilot line for making miniature batteries, plans fo...

Hardide plc  (LON:HDD) CEO Philip Kirkham joins DirectorsTalk to discuss interim results for the six-month period ended 31 March 2020. Philip explains what has driven another record set of numbers, talks about the first production order for Airbus A380 wing compression pads, other orders in the aerospace sector, how the move to Bicester, Oxfordshire is progressing, how the company has been affecte...

Avacta Group plc  (LON:AVCT) CEO Alastair Smith joins DirectorsTalk to discuss preliminary results for the period ending 31st Dec 2019. Alastair talks us through the highlights, outlines the key objectives to the coming 12 to 18 months and reminds us of what has been achieved over the past 12 months.

Cambridge Cognition plc  (LON:COG) CEO Matthew Stork joins DirectorsTalk to chat about preliminary results for 2019. Matthew talks us through the highlights, explains why Q1 2020 order intake has been so positive, the impact of COVID-19 and shares his thoughts on the coming months and the future for the company.

CentralNic Group plc (LON:CNIC) CEO Ben Crawford joins DirectorsTalk to discuss final results for the year ended 31st Dec 2019 and Q1 2020. Ben talks us through the financial performance for the year, explains what kind of growth they have seen over the first quarter, the effects of COVID-19, why its important that 50% of revenues are coming from domain related services and how the integration of...

Open Orphan plc (LON:ORPH) CEO Cathal Friel joins DirectorsTalk to discuss the testing of an anti-viral for treating COVID-19. Cathal explains whats involved in the testing, the time frames involved and what investors should expect over the coming months and weeks.  Open Orphan is a rapidly growing specialist CRO pharmaceutical services company which has a focus on orphan drugs and is a world lead...

NQ Minerals plc (AQUIS: NQMI) (OTCQB: NQMLF) Chairman David Lenigas joins DirectorsTalk to discuss the significantly expanded Nickel resource in Tasmania. David talks us through the highlights, expands on the long-term plans for the Beaconsfield region, touches on speaking to off-takers and battery industry players and what investors can expect from NQ Minerals in the coming months.

Surface Transforms plc (LON:SCE) is the topic of conversation when Hardman & Co Analyst Mike Foster joins us. Mike explains what the company does, the market place, suppliers, how big the company will get, profits, risks and why the company valuation looks so favourable. 

Jubilee Metals Group plc (LON:JLP) CEO Leon Coetzer joins DirectorsTalk to discuss the impact of COVID 19. Leon touches on the highlights of the latest interim results, the effect of COVID 19 and his optimism for the future.

Hardide plc (LON:HDD) CEO Philip Kirkham joins DirectorsTalk to discuss being honoured with a Queen’s Award for Enterprise in recognition of the outstanding growth of its international sales. Phil provides more details around the award, explains why they applied for it and whats next for Hardide internationally.

Surface Transforms plc  (LON:SCE) Chairman David Bundred joins DirectorsTalk to discuss the effects of COVID 19 and a recent fund raise. First David explains whats is going on at Surface Transforms, where they are headed, the effect on customers, the effect on the company, why money has been raised and why now an open offer. Surface Transforms are experts in the development and production of carbo...

Avacta Group plc (LON:AVCT) CEO Alastair Smith joins DirectorsTalk to discuss the development and manufacture of a rapid test for the COVID-19 coronavirus infection for population screening. Alastair explains what the test will be able to do, why the Affimer platform is ideal for developing this kind of diagnostic, the commercial terms of the agreement and when we should expect the test to be avai...

CentralNic Group plc (LON:CNIC) CEO Ben Crawford joins DirectorsTalk to discuss an internal leadership restructuring new key appointments and its COVID 19 update. Ben talks us through the changes, the key messages from the update and explains what makes CentralNic Group so resilient. CentralNic Group is a London-based AIM-listed company which drives the growth of the global digital economy by deve...

NQ Minerals plc (AQUIS: NQMI) (OTCQB: NQMLF) Chairman David Lenigas joins DirectorsTalk to discuss Q1 2020 production figures and its COVID-19 response plan. David talks us through the highlights, expands on the response plan, explains what the update on the Beaconsfield Gold Mine means for the company and other news that investors can expect over the coming months.

Zotefoams plc (LON:ZTF) CEO David Stirling joins DirectorsTalk to discuss preliminary results for the year ended 31 December 2019. David talks us through the financial highlights, expands on he HPP strategy, explains how MuCell has made a return to growth, a new opportunity in ReZorce mono-material barrier packaging, the launch of A-ZOTE Adapt and how David view the outlook for the company. Zotefo...

Premier Miton Group plc (LON:PMI) Head of Equities, Gervais Williams joins DirectorsTalk to discuss the investment process, meeting companies, company indicators, reporting of climate risks and how companies mitigate them. Premier Miton was formed in November 2019 from the merger of Premier Asset Management Group plc and Miton Group plc. It manages £11billion on behalf of a wide range of individua...

Manolete Partners (LON:MANO) CEO Steven Cooklin joins DirectorsTalk to discuss the impact of COVID-19. Steven explains the impact both short-term, longer, the competition and its market share. Manolete Partners Plc is a specialist insolvency litigation financing company. The company funds or buys insolvency claims. They work with Insolvency Practitioners and their lawyers to maximise returns to cr...

RM Secured Direct Lending Plc (LON:RMDL) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk. Mark explains the key message from his recent note on the company, how the company portfolio is faring in the current market turmoil and Marks thoughts on a recent Q&A with the manager over credit. RM Secured Direct Lending Plc is a closed-ended investment tr...

Gresham House plc (LON:GHE) CEO Tony Dalwood joins DirectorsTalk to discuss becoming investment manager and Alternative Investment Fund Manager of Strategic Equity Capital plc. Tony explains the detail of the deal, why the SPE style of investing is important for this mandate, why the partnership between Gresham House and Aberdeen Standard Investments is special and what this mandate means for GHE...

Touchstone Exploration Inc. (LON:TXP) CEO Paul Baay joins DirectorsTalk to discuss year end results. Paul talks us through the highlights, progress at COHO and Cascadura, when we can expect results from Chinook, the effect of COVID 19 and volatility in the market.  Touchstone Exploration is a Calgary based company engaged in the business of acquiring interests in petroleum and natural gas rights a...

Boku Inc . (LON:BOKU) CEO Jon Prideaux joins DirectorsTalk to discuss results for the year ended 31st December 2019. Jon explains the trends he is seeing during the impact of COVID-19, talks us through the highlights of 2019 and what we can look forward to during 2020.  Boku's technology platform is used in over 59 countries with over 815 million verified transactions in 2019, contributing $5...

Ilika plc (LON:IKA) CEO Graeme Purdy joins DirectorsTalk to discuss its effective remote working practices and how it can minimise any impact from COVID-19. Graeme explains the kind of activities the battery development team can carry out, the effect of a global travel lock-down, operational capability, confidence for the next 3 financial years and why Ilika shares have been so resilient.

Applied Graphene Materials plc (LON:AGM) CEO Adrian Potts joins DirectorsTalk to discuss interim results for the six months ended 31st January 2020. Adrian talks us through the highlights, points out areas that investors should look at, the importance of data, what to expect over the coming period and how COVID-19 is impacting the business.