A Coffee Microcaps Interview of Peter Johns, Portfolio Manager at The Westferry Fund talking about XRF
The discussion goes for a bit over 15 minutes from about 16 minutes into this Youtube video (NB: direct link to the start of the XRF discussion)
https://www.youtube.com/watch?v=LxBsYdVndgE&t=955s
DISC: Held in RL & SM