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Monday Upbeat Markets MUMs

Monday Upbeat Markets MUMs
Copper
Artificial Intelligence
United Kingdom
Ajax Resources
Silver
Sovereign Metals
Energy Pathways
Energy Storage
Gas Storage
Inflation
Gfinity
Zenith Energy
Tunisia
Solar Italy
Uranium
Gold
Solvonus Therapeutics
Kendrick Resources
Fulcrum Metals
Kaseer Project

Monday Upbeat Markets (MUM’s) delivers a punchy, insightful financial update every Monday Evening to start your week right. We cover UK markets, global trends, company moves, and investor news — all delivered with energy and clarity. 🎧 New episodes every Monday 💬 Sharp, no-fluff commentary 🌍 Focused on the UK, with a global outlook

PublishesWeeklyEpisodes30Founded8 months ago
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BusinessInvesting

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Artwork for Monday Upbeat Markets MUMs

Latest Episodes

In Part 1 of this week's Monday Upbeat Markets (MUM's), Kevin Hornsby, Graeme Dickson, Charles Archer and Justin take a closer look at some of the most exciting opportunities across the small-cap market. From AI and critical minerals to gold, energy ... more

In this week's Monday Upbeat Markets (MUM's), Kevin Hornsby, Graeme Dickson and Charles Archer discuss the latest market developments before welcoming representatives from Forgent PLC to explore the company's strategy, current activities and upcoming... more

In this week’s Monday Upbeat Markets, Kevin Hornsby and Charles Archer discuss the latest developments across global markets, energy security, AI trends and opportunities in the small-cap sector.

The episode also features technical analyst Justin Pi... more

In this episode of Monday Upbeat Markets, Kevin Hornsby, Charles Archer and Graeme Dickson discuss the latest developments across the small-cap market, IPO activity and investor sentiment.

The team is joined by David Rajakovich, CEO of Acuity Risk M... more

In this episode of Monday Upbeat Markets, Kevin Hornsby, Charles Archer and Graeme Dickson discuss the latest developments across UK small caps, IPO activity and market sentiment.

The team is joined by Michael Jones, CEO of Delta Gold Technologies, ... more

IIn this episode of Monday Upbeat Markets (MUMS), Charles Archer and Kevin Hornsby recap some of the biggest movers and stories across the small-cap market since late 2025, discussing standout performers, major risers, market sentiment, IPO activity ... more

In this episode of Monday Upbeat Markets (MUMS), Graeme Dickson, Kevin Hornsby and Charles Archer discuss the latest action across UK small caps, IPO activity and resource markets, alongside interviews with EnergyPathways and Total Graphite PLC.

The... more

In this episode of Monday Upbeat Markets (MUMS), Kevin Hornsby, Graeme Dickson and Charles Archer are joined by James Parsons and Ed Mead from Forgent PLC, along with David Rajakovich from Acuity Risk Management. The conversation covers Forgent’s rel... more

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Recent Guests

Scott Gilbert
CEO of Corcel PLC
Corcel PLC
Episode: 26: MUMS | Corcel’s Angola Opportunity, Acuity Risk Growth & Small Cap Market Outlook #ACRM #CRCL
Michael Jones
From Delta Gold, discussing patents and quantum technology development
Delta Gold
Episode: 26: Quantum Patents, Fintech Growth & Small Cap Momentum | Monday Upbeat Markets (MUMS) #DGQ #BANK
Marko Sjoblom
CEO of Fiinu, fintech banking and overdraft platform
Fiinu
Episode: 26: Quantum Patents, Fintech Growth & Small Cap Momentum | Monday Upbeat Markets (MUMS) #DGQ #BANK
Ben Klube
CEO of EnergyPathways
EnergyPathways
Episode: 24: EnergyPathways, Total Graphite PLC & Small Cap Market Trends | Monday Upbeat Markets(MUMS) #EPP #TGR
Christian Dennis
Non-Executive Director of Total Graphite; Head of Corporate Broking at Optiva Securities
Total Graphite; Optiva Securities
Episode: 24: EnergyPathways, Total Graphite PLC & Small Cap Market Trends | Monday Upbeat Markets(MUMS) #EPP #TGR
Arun Samami
CEO of Total Graphite (mentioned as new CEO)
Total Graphite
Episode: 24: EnergyPathways, Total Graphite PLC & Small Cap Market Trends | Monday Upbeat Markets(MUMS) #EPP #TGR
James Parsons
Executive at Forgent PLC
Forgent PLC
Episode: 23: Forgent PLC & Acuity Risk Management | Energy, Mining & Cyber Growth | MUMS Podcast #FORG #ACRM : #MKA #KEN #SRVL #DGQ #RIFT #HALO #REDC
Ed Mead
Executive at Forgent PLC
Forgent PLC
Episode: 23: Forgent PLC & Acuity Risk Management | Energy, Mining & Cyber Growth | MUMS Podcast #FORG #ACRM : #MKA #KEN #SRVL #DGQ #RIFT #HALO #REDC
Ippolito Cattaneo
Representative from Ajax Resources
Ajax Resources
Episode: 22: Ajax Resources Update with Ippolito Cattaneo | Copper, Gold & Growth Strategy | MUMS Podcast #AJAX

Hosts

Kevin Hornsby
Co-host providing market commentary and stock ideas; frequent on-market analysis and catalysts.
Charles Archer
Host offering market commentary and strategic insights.

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Talking Points

Recent interactions between the hosts and their guests.

14: Monday Upbeat Markets | Paul Johnson on UK Small Caps, Commodities & Crypto’s Future #GMET #GGP #ROCK #80M #CGNR #POW #COIN #KEN #FMET $BTC
Q: Where do you see the bottlenecks in metals over the next few years?
There will be bottlenecks due to underinvestment and supply constraints across multiple metals; domestic protections and strategic-mineral mandates are reshaping access to supply, which should drive multi-year price strength.
14: Monday Upbeat Markets | Paul Johnson on UK Small Caps, Commodities & Crypto’s Future #GMET #GGP #ROCK #80M #CGNR #POW #COIN #KEN #FMET $BTC
Q: What do you think it takes to be a great investor?
Despite opinions on genius, it's mostly about timing, discipline, patience, and the ability to stay calm under pressure; great investors are often boring because their consistent, methodical approach pays off.
17: Sovereign Metals’ Giant Rutile Project & Critical Minerals Outlook | Monday Upbeat Markets #SVML
Q: What price assumptions underpin the DFS/PFS and how sensitive is the NPV to rutile/graphite pricing?
NPV cited at around $2.3 billion pre-tax relied on rutile prices near $1,460/ton and graphite around $1,290/ton; current prices have risen, which has supported a stronger market case for the project, though long-term value is driven more by long mine life and scale than short-term price movements.
17: Sovereign Metals’ Giant Rutile Project & Critical Minerals Outlook | Monday Upbeat Markets #SVML
Q: How does the collaboration with Rio Tinto and the IFC influence financing and project risk?
Rio Tinto provided a $60 million AUD equity investment and helped with pilot mining and optimization, while the IFC ensures DFS and ESIA alignment with its performance standards, helping de-risk environmental and social aspects and potentially accelerating debt funding.
17: Sovereign Metals’ Giant Rutile Project & Critical Minerals Outlook | Monday Upbeat Markets #SVML
Q: What is the scope and scale of the Kaseer project and why is it considered tier one?
The project encompasses rutile, graphite, and potential heavy rare earth by-products; it's a world-scale rutile deposit with a by-product graphite component, located in Malawi with proximity to a rail link to a deep-water port. The asset has high grades and long mine life, supporting multi-decade production and significant EBITDA potential, reinforced by Rio Tinto's equity investment and IFC involvement to ensure bankability.

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Frequently Asked Questions About Monday Upbeat Markets MUMs

What is Monday Upbeat Markets MUMs about and what kind of topics does it cover?

This show delivers brisk market commentary focused on UK and global equity dynamics, with frequent deep-dives into small-cap and technology-heavy opportunities. Episodes blend live stock ideas, macro context, and asset-specific interviews, often pairing market banter with structured discussions on energy storage, mining assets, cybersecurity, and fintech. Guests span executives and technical leaders in sectors like mining, energy, fintech, and biotech, providing practical insight into strategy, capital markets, and regulatory landscapes. A standout pattern is the combination of market-tactician analysis with in-depth company or asset discussions, giving listeners both tactical ideas and longer-term context. The format tends to mix practical... more

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1. The Sunday Roast
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3. The SharePickers Podcast with Justin Waite
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Monday Upbeat Markets MUMs launched 8 months ago and published 30 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Monday Upbeat Markets MUMs?

Recent guests on Monday Upbeat Markets MUMs include:

1. Scott Gilbert
2. Michael Jones
3. Marko Sjoblom
4. Ben Klube
5. Christian Dennis
6. Arun Samami
7. James Parsons
8. Ed Mead

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