The Vox Markets Podcast

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas:  00:00 Recent buys & sells: 4Imprint & CT Automotive 04:10 Zotefoams 08:10 Eagle Eye 10:00 Tracsis 12:30 Videndum 17:40 Synthomer 20:50 Close Brothers 23:35 Auction Technology Group 27:40 Tortilla Mexican Grill 29:50 Domino's Pizza UK 34:55 Yougov 37:55 TP ICAP 40:35 Pets at home 43:30 XP Power 45:55 Travis Perkins 47:20 MS International 50:40 Senior 52:45 Mincon 55:30 Bango 57:25 Xaar 58:45 James Halstead 61:45 Measuring stock liquidity 63:25 Manx Financial 65:10 Banks & macro read-across

In this upbeat interview, CEO Sara Barrington of  Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through: 00:00 Verici's £6.35m recent fund raise and planned use of proceeds. 02:45 Commercialisation of its flagship blood test Tutivia. 09:20 $300m total addressable market for Tutivia 21:35 Relationship with Thermo Fisher Scientific (re pre-graft Clarava/PTRA test) 24:15 Update on 3rd diagnostic (Protega) and closing remarks

Watch on YouTube KEFI Gold and Copper #KEFI has released a comprehensive update on the ongoing progress it's making with the Tulu Kapi gold project in Ethiopia. Sign-offs have begun in regard to the financing package for the project, and final close is expected next month. Meanwhile, early work on site has been going well ahead of full launch. KEFI's chairman Harry Anagnostaras-Adams joins Vox with further detail, and reminds us once again of the huge potential profits that are on offer here. He also voices his aspiration, down the line, to pay a dividend to shareholders

Watch on YouTube Harena Resources #HREE has undertaken a fundraising to bring in new strategic investors and to provide working capital as it continues to progress its Ampasindava rare earths project in Madagascar. The project is close to attaining a mining licence and a bankable feasibility study is likely to follow shortly thereafter. Harena's new chairman Ivan Murphy takes us through the likely sequence of events, and gives a broad outline of the company's strategy and the opportunities in rare earths that it's addressing.

Recent high grades from the tailings pond at Panther Metals' Winston project in Canada have clearly signposted a way for the company to secure early cashflow, and funding for a re-start of the mine. The plan, as chief executive Darren Hazelwood tells us in this exclusive interview, is to finance the construction of a tailings re-treatment plant ideally through debt, and then to use the huge potential revenue that such a project will generate to take the company on to the next steps. In the near-term, more metallurgical work is needed. But the direction of travel is clear, and Panther has lately demonstrated an ability to move very quickly when it so chooses.

Watch on YouTube Metals One #MET1 has been one of the busiest of all of London's junior miners this year, cutting deals in the US, and initiating exploration. The portfolio now comprises a significant suite of uranium assets, as well as gold, and the Scandinavian nickel and base metals assets. Joining us for an update, Metals One's Dan Maling and Craig Moulton talk strategy, uranium and gold, and how the company is financed

Blencowe's #BRES Mike Ralston talks to Vox about the latest off-take deal the company has struck in relation to graphite from its Orom-Cross project in Uganda. The deal has also sparked interest from the UK government

Watch on YouTube Two strategic investors have just taken out a $2 million subscription for shares in World Chess #CHSS. These investors aren't just corporate types, according to chief executive Ilya Merenzon, but experts in the chess space. Ilya spoke to Vox after the announcement, explaining how the focus from here on in will be a build out of the brand and a heavy emphasis on marketing. The company has several revenue streams, and is already well established in the chess community. But there is lots of room for growth.

Watch on YouTube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. 01:10 Thruvision – NEW purchase 05:35 UK housebuilding sector and Taylor Wimpey 12:25 Card Factory 19:05 STV and possible acquisition for ITV? 25:15 FDM 31:20 International Personal Finance 33:10 James Fisher 37:40 Kooth – recent sale 40:35 Zotefoams – recent sale 42:50 Seeing Machines – recent sale 44:30 Somero Enterprises 49:00 Goodwin 52:20 Greggs 55:35 Ceres Power 58:35 Unite Group 1:02:45 Facilities of ADF 1:06:15 Trifast 1:09:10 Flowtech

Asiamet's Darryn McClelland and Mudit Goenka join Vox to talk about the latest developments in the financing for the BKM copper project in Indonesia. The company delivered an updated feasibility study earlier in the year, and is now deep in talks with potential funders. Work on the ground continues, meanwhile, and the company is close to appointing a project manager to oversee development

Watch on YouTube Mosman's #MSMN interim chief executive Howard McLaughlin joins Vox to talk about Sagebrush, a helium and natural gas project in Colorado that looks highly prospective and which looks capable of generating early cashflow for the company. The project already has an existing well on it, which would have cost around $5 million to drill new, and this will shortly be flow-tested. In addition, consultants from Sproule are currently working on verifying the extent and scale of Sagebrush, and a resource and reserve update can be expected in due course. McLaughlin talks about the geology of Leadville, as well as the likely breakdown of the revenue stream from Sagebrush, and also touches on the existing helium production that's already taking place in the wider area.

Watch on YouTube In a further sign that the junior mining market is springing back into life, First Development Resources  #FDEV has listed in London, raising £2.3 million in the process. The company has gold and copper exploration assets in the Paterson Range, the same district that hosts the famous Havieron deposit discovered by Greatland Gold. It also has exploration ground in the Northern Territory. First Development's chief executive is Tristan Pottas, and he joins us now to explain what happens next.

Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 20 stock ideas, including: 00:00 Equity outlook 04:50 MJ Gleeson 08:25 Hargreaves Services 13:30 Pinewood Technologies 16:10 NIOX 19:00 Big Technologies 22:15 Spire Healthcare 24:15 Venture Life 25:40 Avingtrans 29:50 EKF Diagnostics 34:05 NCC 36:25 River Global B shares 39:25 Kitwave 44:45 Tribal Group 49:00 Trifast 54:05 Tate & Lyle 56:45 Paypoint 59:20 Animalcare 63:45 Best stock ideas for 2026. Trifast, Pebble Group (64:15), Restore (66:45) and Oryx International (68:40). #OIG #GLE #SPI #VLG #EKF #NIOX #PINE #TRB #BIG #PEB #AVG #KITW #PAY #RVRB #NCC #RST #TATE #HSP #ANCR #TRI

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas: 00:00 Recent buys and sells. 01:30 Grainger 07:10 Eagle Eye 12:35 Treatt 18:40 Judges Scientific 23:25 GB Group 29:20 Big Technologies 34:35 Alpha Group takeover 35:40 Diaceutics 38:35 Wilmington 42:20 Inspiration Healthcare 45:35 Iomart 48:20 Eleco 54:45 MONY / Moneysupermarket 60:40 Pebble Beach Systems 65:30 MP Evans 69:10 Coats 72:20 hVivo #GRI #EYE #TET #JDG #GBG #BIG #MONY #ALPH #DXRX #WIL #IHC #ELCO #MONY #PEB #MPE #COA #HVO

Watch on YouTube Maganese: what it is it, what's it used for, and how do you produce it? Giyani's Charlie Fitzroy provides us with the answers to these and many other questions in this detailed conversation which ranges across Giyani's operations in Botswana, and broadens out into a discussion of the overall market for manganese. The company is planning to supply a high-end battery-grade manganese to OEMs, and is now only months away from a definitive feasibility study on its project. Watch this space for further news.

Chairman John Sherman and Finance Director Cathal Jones of Conroy Gold and Natural Resources join Vox for an update on the company's recent progress and its plans to bring in a new partner to help with development at the Clontibret gold project in Ireland. Clontibret already has an established resource, and has lately been the subject of favourable comparison to the famous Fosterville mine in Australia.

In this interview, Olivia Edwards, Executive Chair of Cel AI Plc, discusses the company's successful £10 million fundraise and what it means for scaling their decentralised AI infrastructure. She outlines Cel's dual-engine strategy combining AI agent deployment with a strategic Bitcoin treasury, and explains how recent moves — including a Bittensor subnet acquisition and personal share purchase — align with long-term shareholder value creation.

Watch on YouTube Sampling results at Pinnacle Silver and Gold's El Potrero project in Mexico have returned exceptionally high grades. Bob Archer, Pinnacle's chief executive, tells us what it all means, and also lays out what happens next

Watch on YouTube It was my privilege to interview Mo Khan, CEO of hVIVO for Vox Markets, ahead of today's half-year trading update. Mo has outstanding credentials, with 25 years experience in clinical research coupled with success in working with private equity in M&A activity. hVIVO has enjoyed considerable success in the development of cures in respiratory, virology and immunology development.  It is hVIVO's intention to add further development cures to its portfolio unconnected with respiratory issues. These are exciting times for this innovative operation and it should not be long before the fruits of its labour manifest themselves

Watch on YouTube In this interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's positive trading update and upgraded FY25 sales guidance.

Watch on YouTube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Recent buys and sells. 01:50 Mobico 02:40 Cohort 06:05 Grainger 08:50 Wynnstay Properties 12:25 Barratt Redrow 16:20 MJ Gleeson 17:50 Beeks Financial 20:50 accesso Technology 25:00 Bloomsbury Publishing 27:35 B&M European Retail 32:45 McBride 35:50 Creightons 38:45 Sosander 42:55 Corero Network Security 47:55 MTI Wireless Edge 51:30 Cake Box 55:25 Card Factory 57:20 Moonpig 59:15 James Latham 60:30 Topps Tiles 64:20 Norcros 65:35 Cerillion 69:25 Quartix technology  #MCG #CHRT #GRI #WSP #BTRW #GLE #BKS #ACSO #BMY #BME #MCB #CRL #SOS #CNS #MWE #CBOX #CARD #MOON #LTHM #NXR #CER #QTX

Pinnacle Silver and Gold has just announced a financing that will enable it to make substantial progress with exploration at its El Potrero project in Mexico. Among other exploration activities, underground drilling is planned for later in the year. Bob Archer, Pinnacle's chief executive, joins Vox to give us all the details

Vast Resources continues to make progress with the beneficiation of its sizeable parcel of Zimbabwe diamonds. Chief executive Andrew Prelea joins Vox to discuss the types of stones that are being revealed by the beneficiation, the uptick in value that's likely to be generated by the beneficiation, and also to talk about the timing of the first planned sales.

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks: 00:00 Equity outlook & stock selection process. 06:55 How to deal with the occasional major portfolio shock 08:00 Inspecs 15:15 Kitwave 21:35 Cohort 28:15 SigmaRoc 32:20 Avingtrans 37:55 Ashtead Technology 41:50 What happens when AIM stocks move to the main market (re forced sellers)? 46:00 Brave Bison 51:55 1Spatial 55:45 Tracsis 58:15 Eagle Eye 61:10 Favourite stock idea for next 1-2 years. Volex

Watch on YouTube Brian Hall is the executive chairman of Great Western Mining #GWMO. He joins Vox to tell us what it's like for a small company to operate in Nevada, one of the world's greatest mining jurisdictions. The company has just raised over £1 million for exploration there, one of a number of companies that has successfully tapped the equity markets in recent weeks. So does that mean that after an extended time in the doldrums the market is finally open?

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas 00:00 Equity outlook, cash weighting and number of portfolio holdings. 07:10 YTD returns 09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis). 17:25 Celebrus Technologies 23:30 System1 27:55 WPP 29:55 CML Microsystems 34:45 Carclo 40:15 Grainger 46:10 CLS Holdings 50:20 Hunting 54:10 Plexus 57:25 Bytes Technology 60:30 Macfarlane 62:45 Hostelworld 65:40 Greggs 69:10 Victrex #RWS #BOWL #FOUR #SAA #WISE #TET #EYE #TRCS #CLBS #SYS1 #WPP #CML #CAR #GRI #CLI #HTG #POS #BYTE #MACF #HSW #GRG #VCT

GenIP is a pioneering AI company listed in London. It's already generating significant business, and has an exciting path to growth mapped out. Chief executive Melissa Cruz joins Vox to tell us more

Watch YouTube Cornish Tin has just raised over £1 million via Crowdcube, money that will be used to conduct further drilling and exploration work on its large lithium acreage in Cornwall. The company is also conducting a placing, which will be completed in due course. Sally Norcross-Webb, founder and CEO, explains how the funding was put together and what will happen next

New Frontier Minerals is developing copper and rare earth assets in Australia. Drilling is planned at Hart's Range for later this year, while interesting copper recovery results have just come back from the NWQ project, which already boasts a useful-looking resource. Expect plenty of newsflow in the coming months from the company. New Frontier's Kevin Das joins Vox to tell us more

In this exclusive interview, Vinanz CEO Hewie Rattray discusses the company's £1m WRAP with Winterflood Securities, and its Bitcoin treasury and mining strategy. He also shares how Vinanz aims to deliver long-term value amid crypto market volatility.

Watch on YouTube Mining investment company Gunsynd has just announced a transaction relating to the Barb gold property in Manitoba. Barb is near another gold project being worked up by 1911, in which Gunsynd also has an interest. Gunsynd's Peter Ruse joins Vox to tell us more about the transaction, the area in which the property sits, and what will happen next.

Watch on YouTube In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme take me through today's in line March FY25 results and positive start to the new year, including: 00:00 Strategic direction and impact of ban on disposable vapes 04:05 Key financial highlights and new divisional structure 10:55 Little change to end user demand for vapes and update on two recent acquisitions 13:36 FY26 outlook 17:40 Closing remarks and dividend

In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today's H1'25 trading update and outlook – including: 00:00 1st half performance and order flow 07:08 Right-sizing and cost mitigation 09:50 Financial implications and pension buy-in with Aviva 13:08 Closing remarks

Watch on YouTube In this interview, Nick Lee from Mindflair discusses the company's impressive FY24 performance, key portfolio exits, increased stake in Sure Valley Ventures, and plans to close the significant discount to NAV. A must-watch for investors eyeing AI growth opportunities.

Watch on YouTube Rome Resources #RMR is planning to put out a comprehensive resource update for its Bisie North project in the Democratic Republic of Congo in September. The update will incorporate all the latest assays, including intercepts that indicate strong tin mineralisation at depth, as well as the presence of significant copper. Chief executive Paul Barrett joins Vox to tell us more

Anthony Viljoen, the chief executive of Andrada Mining talks markets, critical metals, and Namibia. Are better times ahead? A plethora of recent equity issues and other corporate activity suggests they just might be, and Andrada is getting ready by ramping up production at its Uis tin mine in Namibia and using the cashflow to bring new projects forward. All-in-all, the company has exposure to tin, tantalum, lithium, copper, tungsten, niobium and rubidium.

Watch on YouTube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Recent buys/sells and equity outlook 04:35 Intercede 08:45 Volex 13:35 Smarter Web Company 17:25 One Health Group 19:35 Spire Healthcare 24:05 Next 15 29:25 Avingtrans 34:50 Cavendish 39:35 Tissue Regenix 45:10 RM plc 53:00 Ultimate Products 58:55 Liontrust AM 1:02:40 Marks Electrical 1:05:25 Plexus 1:08:25 Hunting 1:10:20Made Tech 1:13:20 Hargreaves Services 1:16:40 PZ Cussons

In this investing masterclass, accomplished UK fund manager Abby Glennie of Aberdeen Investments  walks me through her view of the markets and latest thoughts on 18 stocks, including: 00:00 Equity outlook. 03:10 Avon Technologies 06:05 Chemring 09:10 Hunting 12:55 Ashtead Technology 16:05 Treatt 18:10 CVS Group 22:35 Alfa Financial Software 24:20 Auction Technology 27:50 On the Beach 30:45 Jet2 34:05 Trustpilot 37:15 Next 15 40:25 Gamma Communications 44:05 Bellway 46:30 Hollywood Bowl 48:25 Johnson Services Group 50:20 Renew Holdings 52:40 Cranswick 56:05 Favourite stock idea for next 12 months Published by Vox Markets

Ilian Iliev shares how EMV Capital is growing AUM, unlocking hidden portfolio value, and scaling a capital-efficient model focused on deep tech and life sciences — all in a challenging VC market.

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 Thoughts on today's BoE interest rate decisions 03:40 Recent buys/sells: RWS (04:50) 05:40 PZ Cussons – New purchase 09:45 Potential new Trump tariff risk on 8th July. Big Technologies (10:15), Ixico (10:55) and Tracsis (11:20) 14:20 Cordel 22:30 Bango 31:40 Costain 35:40 Calnex Solutions 40:45 MHA MacIntyre Hudson 42:355 North sea oil/gas operators and Serica Energy 45:30 Oxford Instruments 48:35 Hays and UK recruiters including SThree 54:45 ME Group 58:55 SAGA 62:40 NCC 65:10 Litigation Capital Management 68:00 Favourite stock idea for next 12 months

Klaus Eckhof has more than 25 years of experience working in the Democratic Republic of Congo. Among the companies he's worked with are Moto Gold, which was successfully sold to Randgold, and Alphamin, which is to this day one of the world's most important tin producers. Along the way he's built up considerable expertise in-country, which he is now deploying to the benefit of his latest venture, Rome Resources. Klaus tells us what it's like to work in the DRC, what the pitfalls and opportunities are, and he dispels some of the myths about the country.

Panther Metals is acquiring the Winston project in Canada in a three-way deal with First Quantum and ASX-listed Frontier Energy. The project boasts a four-year old feasibility study which shows EBITDA above C$60 million per year over a potential 8.5 year life. It also comes with huge exploration upside. Panther's chief executive Darren Hazelwood explains the implications of the deal, and outlines what happens next

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 14 stock ideas, including: 01:00 Equity outlook 05:50 Portfolio held in cash & YTD returns 07:15 Filtronic 14:40 Kier 19:25 Watkin Jones 23:30 Liontrust Asset management 26:45 Earnz 29:20 Future 33:35 Carclo 39:05 Creightons 44:00 Warpaint 46:45 How does Rich create his stock watchlist & whether he uses Level 2 share prices 50:00 Wood Group 51:35 Capita 55:15 theWorks 65:30 Staffline 67:55 Favourite stock idea for the next 12 months. Churchill China

More progress at Cadence Minerals' Amapa iron ore project in Brazil. it's a giant project, but the plan is to develop it in stages, and potentially to bring in a partner to help. Kiran Morzaria, Cadence's chief executive joins Vox to tell us how the project sits at the moment, andd what happens next.

Vast Resources has raised just over £2.7 million by way of a subscription and placing. The money will be used for the primary beneficiation of the company's recently recovered diamond parcels, in a process which is expected to enhance their value significantly, and for the provision of financial support to the company's new technical team. This team is undertaking a comprehensive technical review of the company's portfolio of assets.

In this exclusive chat, we sit down with Scott Livingston (CEO) and Nick Lee (Non-Executive Chairman) of Tooru plc—the newly rebranded health & wellness group behind Juvela, Pulsin, and OAF (now in Tesco). From product to portfolio, they unpack what it takes to grow consumer brands—and where the next wave of opportunity lies in the wellness market. Key themes: - Building brands with purpose - Spotting scalable wellness trends - The road to retail with OAF - What's next for Tooru plc

Blencowe Resources has put out a useful-looking announcement regarding the European Union's project SAFELOOP, to which it has exclusive rights to supply natural flake graphite. Mike Ralston talks us through the implications of progress at SAFELOOP for Blencowe, and also airs his thoughts on valuations in the graphite space and where Blencowe goes from here.

Watch on YouTube It was a very special privilege to meet HEWIE RATTRAY CEO of VINANZ #BTC - the Bitcoin Mining specialist. I am confident that this company with its focus currently in the US and Canada, will bring unique value to the development of trading Bitcoin. Despite acute competition, VINANZ will more than hold its own with its very specialised value. I also feel a London quotation will enhance its brand as well as its business development.

Watch on YouTube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.00:00 Winners & losers from yesterday's spending review 01:40 Vistry 03:30 Bellway 05:00 Ibstock 09:40 Volex 13:00 Equity outlook and profit taking 16:25 Cordel 20:25 Argentex 22:50 Beeks 27:10 Cerillion 31:55 Pinewood Technologies 35:10 Bango 41:50 GB Group 46:05 Iomart 48:25 Use of stop losses 50:00 ONDO Insurtech 56:35 Celebrus Technologies 61:55 theWorks 64:25 System1 66:00 Impact of Gen AI on MarTech and advertising stocks 71:10 MA& surge and Ricardo takeover #VTY #BWY #IBST #VLX #CRDL #AGFX #BKS #CER #PINE #BGO #GBG #IOM #ONDO #CLBS #WRKS #SYS1 #RCDO

Watch on YouTube Recent channel sampling from Pinnacle Silver's El Potrero project in Mexico returned very high grades of both silver and gold. Chief executive Bob Archer is travelling down there next week with a team of consultants to assess next steps. High on the agenda will be ways and means of refurbishing the old plant at the project, while a consideration of permitting will also be undertaken. Here Archer tells us of his aspirations to get this high grade project back into production as soon as possible, and outlines what the next steps will be

Rome Resources is continuing with its extensive exploration programme in the eastern Democratic Republic of Congo, where it has already discovered substantial tin mineralisation on its Bisie North project. The company is operating just eight kilometres away from Alphamin, which is one of the world's major tin producers and which has just attractive a significant investment from the Abu Dhabi sovereign wealth fund. In addition, Rome Resources recently announced the identification of a new mineralised zone at Mont Agoma.