Genflow Biosciences (LON:GENF / OTCQB:GENFF) has reported encouraging interim results from its SLAB-VET-001 study, giving investors an early look at how its centenarian-derived SIRT6c gene therapy performs in naturally aged dogs. CEO Dr Eric Leire explains why the findings matter, why plasmid DNA has emerged as the preferred veterinary delivery route, how the data are accelerating discussions with animal health companies and why progress in dogs could have wider implications for Genflow’s human sarcopenia programme.

Key Moments

00:09 – SLAB-VET delivers an important milestone
Dr Leire explains why testing SIRT6c in naturally aged dogs marks a significant step.

00:44 – A centenarian-derived gene moves into real-world ageing
Early signs from older animals provide a new test of Genflow’s longevity approach.

01:05 – Why pDNA is leading the veterinary programme
Lower manufacturing costs, scalability and a potentially simpler safety profile underpin the choice.

01:39 – Repeat dosing could strengthen the commercial case
Dr Leire highlights practical advantages over viral-vector delivery.

02:11 – Toronto data draw industry attention
Scientists, delegates and animal health companies focus on changes in biological age and muscle performance.

02:37 – Naturally aged dogs add translational relevance
The study differs from laboratory models engineered to accelerate ageing.

03:11 – Results accelerate licensing discussions
Genflow says the presentation has strengthened engagement with potential commercial partners.

03:33 – Partnering rather than building an animal-health business
The company is targeting licensing, milestone and royalty structures or a potential outright asset sale.

04:19 – Three catalysts investors should watch
Veterinary partnering, patent progress and advancement of the human programmes take centre stage.

04:25 – A veterinary deal could bring non-dilutive value
Management sees partnering as a potential source of capital and external validation for the platform.

04:44 – Europe and Japan patent progress
Genflow expects further intellectual-property milestones around its SIRT6 technology.

05:04 – Sarcopenia moves higher up the agenda
Positive dog data increase the relevance of Genflow’s work targeting age-related muscle decline in humans.

05:30 – Why dogs may matter more than mice
Shared environments and lifestyles could make naturally aged dogs a more relevant translational model.

05:50 – Eye and liver programmes add further optionality
Genflow continues to advance additional therapeutic opportunities beyond sarcopenia.

Oriole Resources CEO Martin Rosser explains why the 32.2Mt maiden resource at Wapouzé could support a multi-decade operation — and potentially generate income to help fund ORR’s gold strategy while limiting dilution.

Also covered: partner discussions, licensing, Mbe, Bibemi, Eastern CLP and Senala.

#ORR #Gold #Mining #Cameroon

Key Moments

00:13 – Wapouzé delivers a 32.2Mt maiden resource
Martin puts the scale and quality of the new resource into context.

00:50 – High-grade material with multi-decade potential
Why the calcium oxide grade, low magnesium content and proposed 400,000tpa operation matter.

01:30 – A route into Cameroon’s cement market
The potential to displace imported clinker and supply domestic cement production.

02:06 – More than a cement opportunity
Higher-grade material could also serve gold processing and chemical-grade markets.

02:39 – Location strengthens the commercial case
Wapouzé’s position offers potential access to customers in both Cameroon and neighbouring Chad.

03:22 – Moving from resource towards reserves
The technical, economic and mining work now required to advance the project.

03:50 – Exploitation licence work gathers pace
The PEA and environmental and social impact assessment form key parts of the application.

04:38 – Industry partner discussions move forward
Oriole is targeting established domestic players and international groups seeking exposure to the Cameroon and Chad markets.

05:44 – The resource strengthens Oriole’s negotiating position
The maiden MRE provides substantially more technical information to advance partner discussions.

06:27 – A potentially faster route to production
Martin explains why quarry development could require less capital and move more quickly than a conventional metals mine.

07:17 – Wapouzé could help fund the gold strategy
Oriole sees potential for royalty-based or other income that could support exploration while reducing dilution.

08:02 – Oriole’s portfolio takes shape
Martin reviews the 1.66Moz Mbe resource, 460,000oz at Bibemi, Wapouzé and Senala.

08:34 – From exploration towards development
The company is increasingly focused on defining routes to development and eventual gold production.

09:06 – The next portfolio catalysts
Bibemi licensing, Mbe economics, Eastern CLP exploration and results from Managem’s US$2m Senala programme are all in focus.

Hercules Plc (LON:HERC) has secured around £5m of new Civil Projects work in the final quarter of FY2026, with most of the contracts in the Thames Water region. CEO Brusk Korkmaz explains how growing self-delivery capability is changing the scale of work Hercules can pursue, why the £104bn-plus AMP8 investment programme could provide a multi-year growth runway, and how the business is positioning across six major UK water regions. He also sets out an ambition for Civil Projects delivery to potentially reach £50m-plus annually within five years as the division becomes an increasingly important contributor to group growth and profit.

Key Moments

• 00:23 – £5m of new contracts — Q4 wins strengthen the Civil Projects platform

• 01:19 – The £104bn AMP8 opportunity — Why UK water investment could drive years of growth

• 02:45 – Self-delivery changes the model — More control over safety, quality, cost and programme

• 03:59 – Relationships turn into opportunities — 18 years in water gives Hercules an early view of future work

• 05:11 – FY2027 growth priorities — Water remains central, with wider infrastructure opportunities emerging

• 07:08 – How much can Hercules capture — The CEO outlines the addressable opportunity across AMP8

• 07:28 – Six water regions already in play — Thames, Southern, Anglian, Severn Trent, Wessex and Yorkshire

• 08:06 – £50m-plus annual ambition — Brusk Korkmaz outlines how large Civil Projects could become within five years

#Hercules #HERC #UKStocks #Investing #Infrastructure #WaterSector #AMP8 #CivilEngineering #Construction #ThamesWater #AIM #UKInfrastructure

https://www.directorstalkinterviews.com/hercules-plc-5m-q4-wins-put-50m-civil-projects-ambition-in-focus-video/4121265473

Avingtrans Plc (LON:AVG) has entered the new financial year with record revenue of £163m, adjusted EBITDA above £20m and more than 90% order coverage already secured. CEO Steve McQuillan explains what is driving the stronger margins, why nuclear life extension and new-build opportunities are gathering momentum, and how the Michigan expansion supports the next phase of growth. He also discusses Adaptix following its FDA 510(k) clearance and CE marking, the growing aerospace non-destructive testing pipeline and why the medical imaging business could now be approaching a breakthrough year for commercial sales.

Key Moments

• 00:14 – Record results — £163m revenue, £20m-plus EBITDA and EPS up 30%
• 00:46 – Order book visibility — Over 90% covered this year and around 50% already secured for next year
• 01:08 – Margins strengthen — Higher aftermarket sales and reduced medical losses lift profitability
• 01:48 – Nuclear demand accelerates — Life extension and new-build opportunities drive orders
• 02:55 – Adaptix clears key hurdles — FDA and CE approvals open the way for orthopaedic sales
• 03:31 – Aerospace pipeline builds — 3D X-ray technology targets opportunities conventional imaging can miss
• 04:24 – The next growth catalysts — Adaptix commercialisation, nuclear expansion and small modular reactors

Finsbury Growth & Income Trust (LON:FGT) Portfolio Manager Nick Train explains why he believes AI could strengthen rather than erode the competitive advantages of holdings including LSEG, Experian, RELX and Rightmove, while arguing that enduring brands such as Diageo, Unilever and Burberry still have considerable long-term potential. He also reveals why TP ICAP and Games Workshop have recently earned places in the portfolio, where he sees opportunities emerging from the UK market’s valuation gap, and why investors may be underestimating some of Britain’s most distinctive businesses.

Key Moments

00:20 — Nick Train on building Lindsell Train around Buffett-inspired principles
01:40 — What makes a company worth owning for 20 years or more
03:26 — Why LSEG’s unique franchises have endured
04:35 — The long-term case for Diageo’s global brands
05:49 — New holdings TP ICAP and Games Workshop
07:40 — Why AI is a defining investment theme for the portfolio
10:07 — How AI could multiply the value of LSEG’s financial data
11:27 — Why Burberry’s century-old franchise still has growth potential
12:44 — AI threat or opportunity for Experian and RELX
17:34 — The long-term case for Unilever and Diageo
18:22 — How Unilever compared with Nasdaq over more than 25 years
22:24 — Why UK valuations are attracting takeover interest
24:15 — Rightmove, AI disruption and the case for British ambition

#FinsburyGrowthAndIncomeTrust #NickTrain #InvestmentTrusts #UKInvesting #AI #LSEG #Experian #RELX #Rightmove #Diageo #GamesWorkshop

Manx Financial Group (LON:MFX) has entered the second half of 2026 with a record £422.9 million loan book, operating income of £19.7 million and strong demand across its lending businesses. Group CEO Douglas Grant explains what is driving Payment Assist’s growth, why the creation of Triskel Finance could add £1 million to Group profit by the year ending 2028, how AI is improving operational efficiency, and why Ireland could become the next significant growth market.

Key Moments

00:14 – First-half 2026 performance and £3.4m profit

00:46 – Operating income rises to £19.7m

00:54 – Loan book reaches a record £422.9m

01:32 – What is driving lending growth

01:45 – Isle of Man lending reaches around £1m a week

02:10 – Payment Assist lending jumps 32% year on year

02:54 – Why short-term lending is benefiting from the economic backdrop

04:02 – Where borrowing demand is strongest

04:15 – The strategy behind Triskel Finance

05:25 – Targeting a £1m Group profit uplift by 2028

05:48 – How Manx Financial Group is deploying AI

06:26 – AI, scalability and the customer experience

07:10 – Capital, deposits and funding capacity

08:34 – What comes next for Manx Ventures

08:58 – Potential asset disposals and embedded value

09:32 – Key catalysts for the second half and beyond

09:47 – Payment Assist targets an Irish consumer credit licence

10:09 – UK overdraft product targeted for launch in 2027

After a powerful recovery in biotech valuations, Josh Golomb, Co-Portfolio Manager of The Biotech Growth Trust plc (LON:BIOG), explains why he believes the sector’s underlying innovation remained strong even during the downturn — and why improving valuations, increased pharmaceutical M&A and easing regulatory uncertainty have created a markedly different backdrop for investors. He also highlights advances in RAS-targeted cancer therapies, including daraxonrasib, and explains why pancreatic cancer could become one of the most important areas to watch.

Key Moments

00:19 — From engineering to biotech investing — How probabilities, statistics and the Human Genome Project shaped Golomb’s career.

02:16 — Why biotech remains a long-term opportunity — The constant demand for better medicines and the economics behind innovation.

02:47 — HIV treatment transformed — From a fatal diagnosis to long-term disease management and preventative treatment.

04:20 — What drove the Trust’s recent performance — Recovering valuations, pharmaceutical acquisitions and a focus on undervalued biotech companies.

05:43 — Why the sector backdrop has changed — Strong underlying innovation continued despite weak share prices.

06:02 — Regulatory uncertainty begins to ease — Golomb discusses drug pricing, FDA leadership and the regulatory environment.

07:33 — Where the next opportunities are emerging — Why gastrointestinal cancers, particularly pancreatic cancer, are attracting attention.

08:03 — Daraxonrasib and pancreatic cancer — Clinical data showing 13.2 months of overall survival versus 6.7 months with standard chemotherapy.

08:59 — The potential of RAS inhibitors — Earlier treatment, combination therapies and opportunities across pancreatic, lung and colorectal cancers.

CMC Markets (LON:CMCX) is preparing for a market where institutional access increasingly runs around the clock. Chris Cheverall, Managing Director and Head of UK, explains how the group plans to extend 24/7 liquidity beyond crypto and gold across a product range of more than 20,000 instruments, while using its API infrastructure, product manufacturing capabilities and an emerging AI layer to unlock new distribution opportunities for CMC Connect.

Key Moments

00:24 — The shift towards 24/7 markets

00:50 — Taking 20,000+ products towards 24/7 access

01:27 — The API at the heart of institutional access

01:45 — Where institutional demand is coming from

02:41 — Product innovation without the build cost

03:05 — What is driving CMC Connect’s growth

04:21 — CMC’s institutional differentiator

05:21 — AI could change how customers access markets

06:54 — The next phase for CMC Connect

More information on CMC Markets:

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