S10 Ep5: 12 for 2025: Companies on Our Radar #ATN #POW #GMET #COBR #GGP #AMRQ #GROC #MAST #RMR #SVML #BZT #JLP #PR1 #IMM #ARS #ATN #TRAK #BSFA #EST #AFP #XTR #ARCM #HEX #MIRI #MKS

In this Star Wars Day edition of The Sunday Roast, The lads return with a scorching hot rundown of the week’s biggest stories, from geopolitical tremors to major market moves. We unpack the landmark U.S.-Ukraine Reconstruction Investment Fund agreement giving the U.S. preferential access to Ukraine’s critical minerals—titanium, lithium, and rare earths—and explore the ripple effects across Europe, the West, and a sidelined Russia. We also dive into the dramatic ousting of U.S. National Security Adviser Mike Waltz following the jaw-dropping “Signalgate” scandal.

This week’s guest is Charles Bray, Executive Chairman of Aterian Plc, who joins us to discuss how geopolitical tensions and resource nationalism are reshaping the critical minerals landscape. We get the lowdown on Aterian’s game-changing $4.5 million trade finance deal in Rwanda and their recent £468,000 convertible bond raise aimed at boosting exploration in Morocco, Botswana, and beyond.

Plus, we revisit our “12 for 2025” watchlist with a progress check and updated outlook, and wrap up with all the movers and shakers making waves in the markets this week.

May the 4th be with you!



00:00 - 00:06:48 Weekly News Roundup 
00:06:48 #ATN Interview
00:41:16 12 for 25 stocks review
00:41:51  #POW 
00:42:46 #GMET 
00:44:29 #COBR 
00:45:59 #GGP 
00:47:20 #AMRQ 
00:48:55 #GROC 
00:50:48 #MAST 
00:52:52 #RMR 
00:55:41 #SVML  
00:59:24 #BZT   
01:00:58 #JLP 
01:02:10 #PR1 
01:06:06 #IMM 
01:07:46 #ARS 
01:09:13 #ATN 
01:10:11 #TRAK  
01:11:26 #BSFA 
01:14:32 #EST 
01:16:13 #AFP #XTR 
01:16:29 #ARCM 
01:16:46 #HEX 
01:18:14 #MIRI 
01:18:45 Ransomware attacks #MKS 
01:28:46 TV  Recommendation


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