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Share Talk LTD

Share Talk LTD

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  • Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium Group Limited

    Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium Group Limited
    Jul 28 2025
    Coinsilium's Strategic Approach to Bitcoin Treasury Management Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium, as the Aquis-quoted digital asset investor and venture builder provides an update on its Bitcoin treasury activity and that of its wholly owned Gibraltar subsidiary, Forza Gibraltar Limited, established to implement the company’s dedicated Bitcoin-focused treasury operations. Palle describes the progress of Coinsilium over the recent Bitcoin Treasury Strategy boom and how the company's experience in the digital space is a key differentiator. Raising Capital and Deploying Bitcoin Treasury Strategy Malcolm highlights that Coinsilium’s Bitcoin treasury strategy is built on three essential pillars: raising capital, purchasing Bitcoin, and communicating these developments to shareholders and the market. The company’s ability to acquire Bitcoin is directly tied to the funds raised, and despite the challenges presented by the UK market—particularly compared to the more mature US ecosystem—Coinsilium remains optimistic about its growth trajectory. Recently, Coinsilium completed a £5 million placing alongside a £510,000 wrap with Winterflood, which was significantly oversubscribed. This marks the company’s largest fundraising effort to date, underscoring strong investor confidence. Importantly, all new funds raised are dedicated almost exclusively to Bitcoin purchases, with only minimal allocation for working capital and no other investments outside the core focus. In addition to the fresh capital raise, Coinsilium acquired approximately 12 more Bitcoin from its existing resources, bringing the total to 124 Bitcoin as of mid-2024. Malcolm anticipates that following the deployment of the new funds, the company’s Bitcoin holdings could increase by nearly 50%, a substantial boost that will further cement Coinsilium’s position as a leverage play on Bitcoin. Navigating Market Volatility and Funding Dynamics Malcolm candidly acknowledges the turbulent market conditions, likening the current environment to flying a plane through heavy turbulence. Despite this, he advises investors to maintain a long-term perspective, focusing on the broader horizon rather than short-term market noise. The dynamic nature of funding availability and market capitalization impacts Coinsilium’s ability to raise capital, but recent developments such as Oak Securities’ launch of a dedicated digital asset fund provide encouraging signs of growing institutional support. Coinsilium’s lean operational structure—without large teams or costly offices—means that a smaller proportion of funds raised must be allocated to overheads. This efficiency allows more capital to be directed toward Bitcoin acquisition, further reinforcing the company’s core treasury strategy. What Differentiates Coinsilium in a Crowded Market With an increasing number of companies adopting Bitcoin treasury strategies, Malcolm stresses the importance of experience and a well-defined approach. Coinsilium’s long-standing presence in the digital asset space provides a strong foundation, contrasting with many newer entrants who may lack a robust strategy or the ability to sustain funding over multiple raises. He urges investors and companies alike to conduct thorough research before entering this space. Holding some Bitcoin on a balance sheet is not sufficient; a company’s roadmap, treasury policy, and strategic vision must be carefully examined. Coinsilium’s publicly available Bitcoin treasury policy outlines its objectives and methodology, serving as a valuable resource for understanding the company’s commitment to this space. Malcolm also highlights the importance of understanding the concept of a leverage play on Bitcoin. Investors often evaluate companies based on the "MNAV" (multiple of net asset value), which functions similarly to a price-to-earnings ratio in traditional equity markets. This metric helps determine whether a company’s valuation is justified by its Bitcoin holdings and growth prospects. Regulatory and Structural Considerations in the UK Unlike some US counterparts, UK companies face additional regulatory complexities when structuring Bitcoin treasury operations. Companies cannot simply exist as entities that hold Bitcoin; they must have underlying business activities that differentiate them from passive holders or trackers of cryptocurrency value. Coinsilium meets these requirements through its diversified investments and operational ventures, including its wholly owned Gibraltar subsidiary, Forza Gibraltar Limited, which focuses on Bitcoin treasury operations. These regulatory nuances add a layer of complexity but also contribute to the credibility and sustainability of companies like Coinsilium in the UK market. As the regulatory environment evolves, Malcolm remains hopeful that conditions will become even more conducive to growth in this sector. Looking Ahead: Continued ...
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    12 m
  • Zak Mir talks to Howard White, Interim Chairman of Hydrogen Utopia International PLC

    Zak Mir talks to Howard White, Interim Chairman of Hydrogen Utopia International PLC
    Jul 25 2025
    Zak Mir talks to Howard White, Interim Chairman, Hydrogen Utopia, as the pioneer in transforming non-recyclable mixed waste into clean hydrogen, announces that it has now signed a binding outline agreement with InEnTec Inc. covering the MENA region. From Challenges to Opportunities: The Strategic Pivot Hydrogen Utopia’s journey has not been without hurdles. Initially, the company followed the European Union’s ambitious hydrogen initiatives, investing heavily in technology development. However, as Howard White explains, the EU’s regulatory environment proved restrictive and slow-moving, with limited progress despite substantial efforts and resources. White reflects on this experience candidly, acknowledging the shared sacrifices made by shareholders and leadership alike. “When you bang your head against the wall long enough and it hurts, you stop banging your head against the wall and you look for something else.” This realization led Hydrogen Utopia to refocus on the MENA region, particularly the Gulf Cooperation Council (GCC) countries, where governments are eager to invest in proven, scalable solutions. Unlike the EU, these countries prioritize technologies with demonstrated operational success, ready to back large-scale projects with billions of dollars in funding. Leveraging Proven Technology with InEnTec Partnership A major milestone for Hydrogen Utopia is its partnership with InEnTec Inc., a company with a fully operational, full-scale system running in the United States for over 13 years. This technology, which converts mixed waste into hydrogen at high temperatures (around 2,500°C), offers a tangible, low-risk solution that GCC nations can confidently adopt. White emphasizes the importance of this technology readiness level 9 (TRL9) status, explaining that it allows Hydrogen Utopia to present not just a concept but a working model to potential clients, significantly reducing investment risk. “They want to see something that works. They want to go and look at it and then they want to put the money in it.” This readiness is critical in a region where timeframes for project approval and construction are much shorter than in Europe, enabling rapid deployment and operation. Decarbonizing Construction and Waste Management One of the most promising applications for Hydrogen Utopia’s technology lies in the decarbonization of the construction industry, which is booming in the MENA region. Cement production, a major source of CO2 emissions, traditionally relies on coal, natural gas, and waste materials such as tires and plastics as fuel sources. Hydrogen Utopia’s solution offers a way to replace these carbon-intensive fuels with clean hydrogen produced locally, right next to cement plants. White highlights the scale of this opportunity: There are 47 cement plants in Saudi Arabia alone.Each ton of cement requires approximately 15 kilograms of hydrogen.The region’s cement production runs into millions of tons annually. Producing hydrogen onsite avoids the high costs and inefficiencies associated with transporting hydrogen from distant solar-powered electrolysis plants, which can more than double the price. Hydrogen Utopia’s approach can deliver low-carbon hydrogen at approximately $4.50 to $5 per kilogram, making it economically competitive. Moreover, the technology can process challenging waste streams such as tires and plastics by breaking them down to their molecular components. This process not only generates hydrogen but also produces clean CO2 suitable for carbon capture utilization and sequestration (CCUS). Carbon Capture and Enhanced Oil Recovery Hydrogen Utopia’s system includes a gas water shift process that doubles hydrogen output while producing pure CO2. This CO2 can be used in enhanced oil recovery (EOR), a technique where CO2 is injected into depleted oil fields to extract remaining oil and simultaneously trap the CO2 underground, effectively sequestering it. Such CCUS applications are a key part of the UAE’s and Saudi Arabia’s environmental strategies, aligning with their ambitions to lead in carbon reduction technologies. Addressing the Growing Plastic Waste Crisis Plastic waste, which is projected to increase from 400 million tons per year today to 1.5 billion tons by 2050, presents a significant environmental challenge. Traditional recycling methods are energy intensive and do not eliminate plastic pollution but merely repurpose it. Hydrogen Utopia’s technology offers a solution by destroying plastic waste at the molecular level, converting it into clean hydrogen and CO2, thereby removing plastic from the environment rather than recycling it into new products. Engagement with Clients and Market Outlook The response from cement producers and other industrial clients in the GCC has been overwhelmingly positive. White notes that many companies recognize Hydrogen Utopia’s solution as the only viable decarbonization path currently ...
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    25 m
  • Zak Mir talks to Cameron Pearce, Executive Chairman of Blencowe Resources

    Zak Mir talks to Cameron Pearce, Executive Chairman of Blencowe Resources
    Jul 7 2025
    Zak Mir talks to Cameron Pearce, Executive Chairman of Blencowe Resources, as the company reports the successful completion of three deep drill holes at the Northern Syncline, following the recent success at the Beehive target. The Northern Syncline drilling complements earlier results from Beehive. It reinforces the potential for a materially larger resource base at depth, supporting longer mine life and an expanded valuation in the Company's upcoming Definitive Feasibility Study (DFS). The Scale of Blencowe’s Graphite Project and Market Potential Blencowe Resources holds an extraordinary graphite resource, boasting over two billion tons of graphite. Yet, the company’s market cap, at roughly thirteen million, does not yet reflect the massive potential of this asset. Cameron Pierce acknowledges this disparity and believes the completion of the DFS will be a defining moment, bridging the gap between the project’s scale and its market valuation. "We have got a project of global significance here, and we're getting lots of interest. I think the penny is starting to drop," Pierce said, highlighting the anticipation surrounding the DFS. Strategic Partnership with the US Development Finance Corporation One of the standout developments for Blencowe Resources is its partnership with the US Development Finance Corporation (DFC), which has invested $5 million in the company. This partnership is not only a substantial financial boost but also a strategic endorsement, as the DFC typically invests only in companies with assets critical to US interests. Pierce expressed his excitement about the collaboration, emphasizing the credibility it brings to Blencowe Resources: "We are thrilled to have a fit in the US government as our partner... They frankly are loving everything we're doing." The DFC’s involvement includes multiple grants, with more funding anticipated as Blencowe progresses towards completing its DFS. This support plays a crucial role in advancing the project and demonstrates confidence in Blencowe’s strategic value. Financial Strategy and Funding Confidence Addressing common concerns in the small-cap market about continuous funding needs, Cameron Pierce reassures stakeholders that Blencowe Resources is well-positioned financially. The company has structured its funding carefully, utilizing warrants and strategic partnerships to ensure it is fully funded to complete the DFS and beyond. Pierce shared his outlook on future financing: "I fully suspect that I will have more money than I need sooner rather than later... I don't lose any sleep over concerns about financing." This financial confidence is essential, as it allows the team to focus on delivering results and advancing the project without the distractions of funding uncertainties. Advancing the Definitive Feasibility Study (DFS) The DFS is a pivotal milestone for Blencowe Resources. It will provide a detailed assessment of the project’s viability and potential scale, increasing investor confidence and likely boosting the company’s market capitalization. Currently, the DFS covers about two percent of the project area, with ongoing drilling extending the known mineralization deeper and wider. Recent drilling results at the Northern Syncline, alongside previous success at the Beehive target, suggest the resource base could be materially larger than initially estimated. Pierce described the excitement around the drilling results and their implications: "We've drilled a hundred meters and got mineralization the whole way down... this is probably one of the best graphite assets on the planet." Exploring the Project’s Geological Significance Blencowe Resources' graphite project is located in a highly prospective East African belt, comparable to some of the best-known graphite projects globally. Geological experts on the company’s board, including Alex Bassmore, have praised the asset’s quality and potential. According to Pierce, the project’s scale and quality make it a rare find: "If you don't take this project, you are mad... it is an amazing asset." This endorsement reflects the company’s confidence in the project's long-term value and strategic importance. Positioning Blencowe Resources in the Critical Minerals Landscape With the global focus on critical minerals intensifying, particularly amid geopolitical tensions and supply chain concerns, Blencowe Resources is well-positioned as a key player. Graphite is essential for numerous high-tech applications, including electric vehicle batteries and renewable energy technologies. Pierce highlights how the current environment favors companies like Blencowe: "The focus on critical minerals is at its height. I could not be more excited for the rest of the years ahead." As governments and industries seek secure, sustainable sources of critical materials, Blencowe’s strategic assets and partnerships place it firmly in the spotlight. Looking Ahead: What to ...
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    7 m
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