The Vox Markets Podcast

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.

Watch on YouTube Cailey Barker was an analyst at BlackRock for many years. He recently took a job as managing director of Xcelsior Capital, a private credit specialist that is part of the broader Wogen commodities trading group. Wogen is one of the major players in specialty metals trading, a niche mining area that often seems opaque to the more general investor. Here, Cailey takes us under the hood, and tells us where he sees opportunity in the specialty metals space. The conversation then broadens out into the state of the broader mining sector, and specifically gold.

KEFI's in-country position inside Ethiopia looks increasingly secure as major banks, joint venture partners and government entities have all pledged support and then delivered. The company now has major institutions on its share register and looks set fair to begin construction of the Tulu Kapi gold mine shortly. In the background the continuing strength in gold means the economics are robust to say the least. So it's all systems go from here

Watch on YouTube In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including: 00:00 Equity & bond outlook 05:15 Cohort 08:50 Chemring 13:00 Diageo 16:05 Eagle Eye 21:00 Hollywood Bowl 24:55 hVivo 29:15 Ashtead Technology 34:40 AB Dynamics 38:10 CT Automotive 3930 Big Technologies 46:00 Funding Circle 49:40 Gooch and Housego 53:05 Cranswick 57:05 Sirius Real Estate 60:30 Fevertree 62:05 Best stock idea - Keller

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 Observations from Mello investor conference 05:10 Profit taking & Ramsdens 07:20 MJ Gleeson 12:00 Watkin Jones 14:50 B&M Retail 18:15 Dr Martens 22:50 Gooch and Housego 27:00 ME Group 30:30 Eagle Eye solutions 36:40 Chesterfield Special Cylinders 41:55 NWF Group 43:30 Dialight 45:30 CMC Markets 49:15 Ashtead Technology 52:00 Longest held and most profitable stock investments 55:10 Cordel 61:40 VP Group 64:30 hVivo 69:30 WISE 72:50 Wizzair #RFX #GLE #WJG #BME #DOCS #GHH #MEGP #EYE #CSC #NWF #DIA #CMCX #AT. #CRDL #VP. #WISE #WIZZ

Watch on YouTube How is an ionic clay rare earths deposit different from other kinds of rare earth deposit? Allan Mulligan is the executive technical director of Harena Resources #HREE. He joins us to answer that question, as it pertains to the company's Ampasindava project in Madagascar, and to talk about plans for low impact mining and progress with the pre-feasibility study

Watch on YouTube Polarean #POLX CEO Christopher Von Jako shares news of FDA approval to use Xenon MRI in children as young as six, expanding their market and boosting safety credentials. He also updates on the Philips partnership, growing clinical adoption, global expansion, and plans to meet 2025 revenue goals.

Watch on YouTube It's been a transformational few months for Metals One #MET1, following a re-capitalisation exercise at the start of the year. The company's share price has soared as deals have been struck to acquire new assets in the US, and new exploration programmes have been initiated. Finance director Dan Maling and chairman Craig Moulton talk us through what's been happening, what's going to happen next, and outline their broader vision for the company.

European Green Transition has released full year results this morning, and also announced that Cathal Friel will be moving into a role as executive chairman following the forthcoming AGM. The company continues to believe that its Olserum rare earths project offers a highly attractive opportunity in the current geopolitical context, but will also be looking to execute more M&A transactions in the months ahead. Cathal Friel and Jack Kelly join us to explore the company's prospects and outline the opportunity

Watch on YouTube Copper, gold, lithium and diamonds: John Meyer is one of London's best-known mining analysts. He's been top-ranked by Extel on several occasions, and is a founding partner of broker SP Angel, one of the more prominent brokers in the small-cap mining scene. In  wide-ranging conversation John talks about the potential for M&A this year, the outlook for smaller caps, how the market's changed over time, which commodities are in and which are out, and where the best places to go mining are.

Blencowe Resources has been making great strides with its Orom-Cross graphite project in Uganda in recent months, and has recently received a new tranche of funding from the US's Development Finance Corporation. We are joined by Blencowe's chief operating officer Iain Wearing and by chief executive Mike Ralston for an update on progress and an overview of the company's plans and strategy regarding drilling, off-take, production rates and its connections into the US, the EU and the UK.

Watch on YouTube 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 02:25 Begbies Traynor 05:25 SDI Group 08:40 SRT Marine 10:20 Watchlist stocks and Spectra Systems 13:05 React 16:30 Bodycote 19:20 Elementis 22:35 Avon Technologies & defence stocks 26:30 M&C Saatchi 30:35 On the Beach 33:30 Pets at home 38:15 Frontier Developments 41:30 Henry Boot 44:05 GetBusy 47:00 Zigup 50:05 Gamma Communications 53:05 Alumasc 55:10 OPG Power 57:40 Integrated Diagnostics Holding 58:30 PZ Cussons 60:40 Curry's 63:35 DRX 64:55 Funding Circle 66:30 Science Group vs Ricardo 69:05 Seeing Machines

Watch on YouTube Following on from its £4.865 million raise last week, Poolbeg #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.

Watch on YouTube In this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence #WATR and CEO Will Knell of American Leak Detection take me through last week's positive & in line Apr'25 YTD trading update. 00:00 Reminder of what the company does, its key USPs, StreamLabs partnership & secular growth drivers 10:05 Update on YTD'25 trading and reason for uplift in April's performance. 12:20 Importance & scale of partnerships with insurers. 14:45 Accessing US investors, outlook for the rest of the year and closing remarks Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.

Watch on YouTube Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, the different types of deposits, and what's real and what's not when it comes to the power politics and the hype that surrounds them.

Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, plans for future exploration and development, and the tax breaks available to investors through the EIS scheme.

Watch on YouTube Blencowe Resources #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifically, work on a definitive feasibility study is already well advanced, and drilling is ongoing. Blencowe's Mike Ralston joins us to tell us more.

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 Renold and M&A targets 05:00 Stelrad 07:25 Future & possible AI impact 12:40 Bloomsbury 17:30 Restore 20:25 Amcomri 22:40 Water Intelligence 25:40 Essentra 29:00 Topps Tiles 30:30 Harbour Energy 32:40 Velocity Composites 34:45 Calnex Solutions 38:15 ITV 41:35 React 43:05 Big Technologies 52:15 Shoe Zone 55:05 Beeks 57:00 IXICO 1:00:55 Vesuvius 1:03:45 Johnson Matthey 1:04:15 Zotefoams 1:07:40 4Imprint #RNO #SRAD #FUTR #BMY #RST #AMCO #WATR #ESNT #TPT #HRB #VEL #CLX #ITV #REAT #BIG #SHOE #BKS #IXI #VSVS #JMAT #ZTF #FOUR

Watch on YouTube In this interview following today's positive and in line March H1'25 results, CEO Bram Goorden and CFO Grant Nash of  IXICO #IXI - an AI powered medical imaging analytics firm - take me through: 00:00 What the business does, its key USPs & growth opportunity ahead. 05:10 Financial highlights, operating leverage, breakeven sales and revenue cover. 10:20 Expansion strategy, new product development & current industry demand (eg tariffs). 15:15 Capital resources and cashflow 17:20 Closing remarks.

The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for many years a trailblazer in Ethiopia, and which is now developing a gold mine.