In this interview, CleanTech Lithium CEO Ignacio Mehech discusses the company’s transition from lithium explorer to developer, cantered on its flagship Laguna Verde project in Chile. He highlights two major milestones: the award of a Special Lithium Operating Contract, which provides a clear regulatory pathway for development, and the publication of a pre-feasibility study that demonstrates the project’s strong economics and long-term production potential. Mehech explains how direct lithium extraction differentiates CleanTech Lithium from traditional evaporation-based producers, offering faster processing, higher recovery, reduced land use and brine reinjection to help minimise environmental impact. The interview also covers the company’s pilot-plant progress, production of battery-grade lithium carbonate, engagement with local and indigenous communities and the importance of securing a strategic partner at project level. Mehech sets out the roadmap towards an environmental impact study, final investment decision in 2028 and first production around 2030–31, while positioning Laguna Verde, Viento Andino and Arenas Blancas as the basis for a wider lithium district in Chile.

CleanTech Lithium is an exploration and development company, advancing the next generation of sustainable lithium projects in Chile.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

221. Bull, Bear & Beyond – CleanTech Lithium: executive interview

Get the lowdown from Edison’s Mel Jenner on Utilico Emerging Markets Trust, which seeks to provide long-term total returns by investing primarily in infrastructure and utility equities across emerging markets.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

220. Bull, Bear & Beyond – Utilico Emerging Markets Trust in 60 seconds

Get the lowdown from Edison’s Milosz Papst on The Law Debenture Corporation (LWDB), one of the largest constituents of the AIC's UK Equity Income sector. Managed by James Henderson and Laura Foll of Janus Henderson, LWDB combines a diversified investment portfolio with a wholly owned independent professional services business.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

219. Bull, Bear & Beyond – The Law Debenture Corporation in 60 seconds

In this interview, IP Group CEO Greg Smith and Edison’s Dan Ridsdale discuss Edison’s view that the group offers a compelling asymmetric return profile through its exposure to potential future income streams from Pfizer’s anti-obesity products. Smith explains how IP Group has recognised a discounted value for these future licensing streams in NAV, reflecting clinical risk and contributing to a 13% increase in NAV per share to £1.10. He also covers progress towards the group’s target of £250m of cash realisations between 2025 and 2027, supported by exits including Hinge Health, Monolith and CoreWeave-related proceeds. Smith points to continued momentum in third-party capital through new mandates with abrdn and Australia’s CEFC, and he outlines IP Group’s AI exposure across enabling infrastructure, quantum, optical computing and healthcare applications, supported by a strong balance sheet and active capital returns.

The company has recently announced the appointment of Michael Queen, formerly CEO of 3i Group, as non-executive director and chair designate.

IP Group helps to create, build and support IP-based companies internationally. It focuses on companies that meaningfully contribute to regenerative (renewable), healthier (life sciences) and tech-enriched (deep tech) futures.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

218. Bull, Bear & Beyond – IP Group: executive interview

In this interview, Cordel CEO John Davis outlines the company’s recent step-up in deal momentum, including wins with Network Rail, TfL, Genesee & Wyoming and a further US Class I railroad. While part of the uptick reflects the timing of deal closures after a slow H1, Cordel is also benefiting from a growing pipeline, now more than £70m of named opportunities, and deeper customer relationships in North America. The interview highlights the significance of the £3m Network Rail gauging data refresh, the opportunity in infrastructure monitoring, and new applications in underground and GPS-denied environments. From a financial perspective, recently signed recurring revenue contracts provide a stronger platform for growth through H226 and into FY28. Davis also explains how Cordel Connect V3, the latest iteration of the company’s platform, is supporting the group’s land-and-expand strategy through improved visualisation, multimodal data capture and broader customer engagement.

Cordel Group offers a patented cloud-based platform for master data management and business analytics, together with specialist hardware and software for capturing, analysing and reporting on large datasets within the transport sector, employing sophisticated AI algorithms.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

217. Bull, Bear & Beyond – Cordel Group: executive interview

In this interview, Matthias Stadelmeyer, CEO of Tradedoubler, discusses industry dynamics across the company’s three business lines. In affiliate marketing, he outlines how LLM searches are driving a greater focus on content and media publishers. In influencer marketing, he highlights the dynamism of the industry and explains how brands and creators prefer to operate. Describing the company’s use of acquisitions to enter new markets, he provides more detail on Appiness, the app marketing business. He discusses Tradedoubler’s recently announced entry into the fast-growing retail media market, highlighting the potential to bring existing retailers and brands together to create a retail media network. Finally, he discusses the pros and cons of offering separate products as opposed to an integrated performance partnership platform.

While not covered in the interview, Tradedoubler has also recently launched Emna AI (currently in beta), which supports brand visibility in LLM-driven environments and enables brands to influence outcomes through its network of over 180,000 publishers.

Tradedoubler (Nasdaq Stockholm: TRAD) is a pioneer in performance-based digital marketing, operating in more than 90 countries with over 3,000 brands.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

216. Bull, Bear & Beyond – Tradedoubler: executive interview

In this episode, our director of content, investment trusts, Milosz Papst, talks about Baillie Gifford US Growth Trust (USA), a closed-end investment company listed on the main market of the London Stock Exchange, focused on delivering long-term capital growth through US equities. He covers the key takeaways from Edison’s research note on USA, including the trust’s strong recent performance, a NAV total return of 20.1% in the 12 months to end March 2026, well ahead of its S&P 500 benchmark. He explains the managers’ distinctive investment philosophy of identifying ‘outlier’ businesses with virtually unbounded upside potential, and the trust’s significant allocation to late-stage private companies, which currently stands at around 44% of total assets. Finally, he discusses the trust’s portfolio construction, its competitive ongoing charge of 0.72% and the key risks investors should consider.

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About ‘Uncovering Trusts’

'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers around 50 investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

53. Uncovering trusts – Baillie Gifford US Growth Trust: Chasing outliers – the case for US growth and private markets

In this interview, Kooth’s CEO Kate Newhouse and CFO Sanjay Jawa discuss progress in 2025, a year of consolidation in which the company demonstrated the scalability and effectiveness of its digital mental health model across the UK and US. Kate highlights Soluna’s progress in California, where it serves six million 13–25-year-olds, has reached users earlier in their healthcare journey and has been independently evaluated by Northwestern University. She also discusses Kooth’s state alliance model, with new activity in New Jersey and Michigan, and the strategic migration of UK services onto Soluna. The interview covers how Kooth is using clinically governed AI, supported by proprietary data, to improve engagement, moderation, practitioner training and outcomes while keeping human interaction at the centre of care. Sanjay outlines the financial profile, including resilient gross margins, strong cash generation, a debt-free balance sheet and the potential for operating leverage as new US contracts scale.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

215. Bull, Bear & Beyond – Kooth: executive interview

In this interview, Devolver’s executive team discusses the company’s developer-first model and its focus on publishing distinctive indie games, while increasingly benefiting from owned IP and in-house development. CEO Harry Miller explains how Devolver differs from traditional games publishers by backing new IP, supporting small creative teams and helping titles find their audience. COO Graeme Struthers highlights the importance of allowing developers to retain IP ownership while improving portfolio management, release cadence and regional execution, particularly in China, Japan and Korea. The team also discusses how data, technology and AI are being used to understand player behaviour, extend game lifecycles and support back-catalogue monetisation. CFO Dan Widdicombe outlines the financial profile, including a growing contribution from historic titles, platform partnerships, margin expansion from first-party games and a pipeline of more than 30 titles over the next three years.

Devolver Digital Inc. is an indie games publisher of third party and in-house video games and merchandise.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

214. Bull, Bear & Beyond – Devolver Digital: executive interview

In this interview, CEO Max Vermorken provides an overview of SigmaRoc’s activities, products and strategic position within the industrial materials value chain, before exploring the company’s transition from integration to scale. The discussion focuses on recent operational progress, portfolio and plant-network optimisation, margin durability, capital allocation following refinancing, and the key market and policy tailwinds that could support future demand, including infrastructure, steel, defence and European re-industrialisation.

SigmaRoc is a specialised quarried materials group that invests in both new and existing construction material assets in the UK and Northern Europe. The extracted low- and high-grade materials are sold for use in agriculture, construction, environmental and industrial applications.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

213. Bull, Bear & Beyond – SigmaRoc: executive interview

Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients.

Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks, deploying our award-winning combination of intelligent strategic advice, equity research, investor marketing and direct investor engagement.

To find out more about investment trust covered by Edison, please visit: https://www.edisongroup.com/equities/investment-companies/

Uncovering Trusts by Edison Group

Edison Group's Show

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

To find out more, please visit: https://www.edisongroup.com/ [https://www.edisongroup.com/equities/investment-companies/]

Bull, Bear & Beyond by Edison Group

'Uncovering Trusts': Edison analysts interview investment trusts to uncover how they maximize returns while managing risk for clients. 

Edison Group

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