DirectorsTalk Interviews

Jimmy Jobe explains why fragmented cloud systems are driving up cost and complexity, and how SentientDB is built to bring control, automation and resilience back to enterprise database operations.Key moments00:14 – The hidden chaos behind multi-cloud IT.02:31 – Why seven systems cannot run like one business.03:09 – AI demand and cost pressure raise the stakes.04:19 – Why some firms are pulling back from public cloud.06:44 – Jobe’s answer to cloud fragmentation.08:22 – SentientDB enters the picture.10:05 – What makes SentientDB stand out.10:43 – Automation that fixes issues before they escalate.11:58 – One view across the whole database estate.

Gattaca plc’s (LON:GATC) first-half numbers point to more than a routine improvement. In this interview, CEO Matthew Wragg sets out how double-digit NFI growth, a sharp rise in underlying profit, strength across infrastructure, defence and energy, and the integration of InfoSec are combining to build real momentum. He also explains why the group sees long-term demand in specialist skill markets that remain critical, scarce and less exposed to AI disruption.Key Moments:00:04 – Results just in00:22 – Momentum builds00:52 – Profit surge01:02 – Cash explained01:23 – Dividend boost01:44 – What is working03:14 – Top-performing sectors04:47 – InfoSec update05:57 – The investment case06:35 – Why AI risk matters07:35 – Wrap-up

Nuformix moves a step closer to unlocking the commercial potential of NXP002 in idiopathic pulmonary fibrosis, securing US orphan drug designation in a market that drives the majority of global revenues.Dr Dan Gooding explains how this regulatory milestone strengthens exclusivity, enhances partnering appeal and supports ongoing licensing discussions. With fresh funding in place, the focus now shifts to addressing due diligence questions and progressing conversations with potential partners.The interview also outlines how NXP002’s inhaled delivery could improve efficacy while reducing side effects, positioning it against existing therapies that fall short on both outcomes and tolerability.Nuformix is a drug development company repurposing known drugs into new, patent-protected forms for novel uses, advancing programmes to proof of concept before licensing to pharmaceutical partners.

Real Estate Credit Investments (LON:RECI) sets out a clear case for sustained double-digit yields, combining disciplined credit preservation with a steady dividend track record. In this conversation, Hardman & Co analyst Mark Thomas explains how a resilient lending model, active capital recycling, and a strong recovery framework are shaping returns while navigating macroeconomic uncertainty.Key Moments:00:04 – 00:07 – Introduction to the report and focus on Real Estate Credit Investments00:14 – 00:18 – Why the report carries a standard regulatory disclaimer00:50 – 01:09 – Overview of the manager presentation and fund strategy01:13 – 01:26 – Shareholder support and continuation vote insights01:56 – 02:08 – Core soundbite: delivering 10%+ yield via senior secured loans02:31 – 02:53 – Buybacks, dividend stability, and shareholder returns03:08 – 03:35 – Key priorities: credit preservation and lending discipline03:54 – 04:14 – Dividend sustainability and closing the NAV discount04:24 – 04:56 – Risks: recession, rates, property prices, and macro pressures

Ilika’s Goliath batteries are proving their worth beyond EVs, with live-fire defence tests showcasing exceptional resilience. As geopolitical tensions rise, this unexpected application could open a new commercial pathway while reinforcing the safety advantages of solid-state technology.Key Moments:00:04 – 00:25: Introduction and context around UK defence agency testing00:25 – 00:47: Goliath batteries originally built for EV roadmap, not defence00:47 – 01:22: Shift in demand driven by rising geopolitical tensions01:27 – 02:06: Firing range tests vs nail penetration tests explained02:06 – 03:13: Defence use cases: infantry gear, vehicles, drones03:13 – 04:05: Licensing model and pilot line production strategy04:05 – 04:42: Upcoming feedback from automotive customersIlika plc develops solid-state battery technology, with its Goliath cells designed primarily for electric vehicles, alongside its smaller-scale Stereax batteries targeting IoT and medical applications.#Ilika #SolidStateBatteries #EVTechnology #DefenceTech #BatteryInnovation #EnergyStorage #AdvancedMaterials #CleanTech #Investing #UKStocks