The Vox Markets Podcast

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Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.

Vox Markets Podcast


    • Dec 23, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 19m AVG DURATION
    • 2,105 EPISODES


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    Latest episodes from The Vox Markets Podcast

    2273: Rome Resources Targets Deeper Potential at Bisie North as New Drilling Campaign Begins

    Play Episode Listen Later Dec 23, 2025 7:56


    Watch on YouTube Rome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.

    2272: Quantum Data Energy – Funding & Dilution Explained

    Play Episode Listen Later Dec 23, 2025 25:20


    Watch on YouTube This explainer video is designed to help retail investors better understand Quantum Data Energy's funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice.  The video breaks down complex concepts like prepaid and cash warrants, fully diluted share counts, and “non-dilutive” project-level funding in plain English, providing clarity on how capital has been raised and how value is intended to be created going forward.

    2271: Sproule says Quantum Helium has over 1.1bcf in Colorado

    Play Episode Listen Later Dec 22, 2025 10:27


    Watch on YouTube Howard McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estimate (2U) basis. The company has also recently shot seismic, and will look to undertake drilling in 2026

    2270: Stocks Thematic Discussion with ACF Equity Research: Flexible Low-Carbon Energy and Storage

    Play Episode Listen Later Dec 19, 2025 33:46


    In this interview, Christopher Nicholson, Head of Research at ACF Equity Research, provides a clear and pragmatic assessment of flexible low-carbon energy companies listed on AIM — a sector increasingly critical to grid stability, data centres and the energy transition. AFC Energy #AFC eEnergy #EAAS Quantum Data Energy #MAST EnergyPathways #EPP Thor Energy #THR

    2269: Quantum Data Energy: CEO on 2025, the Funding Reset and What Comes Next

    Play Episode Listen Later Dec 18, 2025 10:48


    In this short end-of-year interview, Quantum Data Energy CEO Pieter reflects on a pivotal year for the company, including the operational progress made, the funding reset that reshaped the balance sheet, and how the business is positioned heading into 2026.

    2268: 2 P's on a Pod: Small Cap Chaos! M&A Drama, Profit Shocks & 2026 Hot Takes

    Play Episode Listen Later Dec 17, 2025 95:53


    Watch on YouTube In this week's jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas. 00:00 YTD'25 portfolio returns and 2026 outlook 06:50 1Spatial 09:50 TT Electronics 14:10 Hollywood Bowl 17:40 Card Factory (& 60:00) 21:15 Moonpig 25:45 Watkin Jones Group 31:05 Synectics 37:10 Tribal Group 43:10 Essentra 45:40 Frontier Developments 51:00 Beeks Financial (& 76:45) 57:50 SDI Group 60:20 Van Elle 64:15 Character Group 68:40 Tristel 73:35 Springfield Properties 78:00 Victoria 82:20 Nichols 84:50 Sthree 88:10 Premier Miton 91:00 EKF Diagnostics #SPA #TTG #BOWL #CARD #MOON #WJG #SNX #TRB #ESNT #FDEV #BKS #SDI #VANL #CCT #TSTL #SPR #VCT #NICL #STEM #PMI #EKF

    2267: Betting on the Future: A Sit-Down with Golden Matrix Exec Chairman William Scott

    Play Episode Listen Later Dec 17, 2025 12:44


    In this candid introductory interview, Golden Matrix Group Inc. (NASDAQ:GMGI) Exec Chairman William Scott breaks down the company's business model in plain terms, explains where growth is really coming from, and shares when investors can expect meaningful profits. Speaking directly to retail investors, Scott discusses the risks ahead, how GMGI plans to expand its international gaming footprint, and why he believes the company is positioned to win in a competitive and fast-moving iGaming space. With no fluff or overcomplication, this conversation offers a grounded look at a small-cap tech company aiming to make a big impact.

    2266: Rome Resources will be drilling within weeks

    Play Episode Listen Later Dec 17, 2025 9:14


    Plenty of action brewing at Rome Resources, following the company's recent fundraising. The plan now is to get back onto the ground now and set the drillbits turning on the company's Bisie North tin and copper project in the Democratic Republic of Congo. Rome has already delineated a maiden resource at Bisie North, and is now shooting for higher grade material at greater depths. Klaus Eckhof, the company's chairman, joins Vox to tell us all about it.

    2265: The Exchange with Laurence Hulse of Onward Opportunities

    Play Episode Listen Later Dec 16, 2025 95:05


    Watch on Youtube In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 13 stock ideas. 00:00 Equity outlook for 2026 07:35 Pebble Beach Systems 14:10 ITIM 19:50 Fintel 23:15 Synectics 28:00 MPAC 35:45 Audioboom 46:50 The Mission Group 53:15 Mincon 59:50 Alumasc 66:05 Springfield Properties 73:50 Angling Direct 81:15 Likewise 88:25 3 favourite stock ideas for 2026. Pebble Beach Systems, Mincon and RentGuarantor #PEB #ITIM #FNTL #SNX #MPAC #BOOM #TMG #MCON #ALU #SPR #ANG #LIKE #RGG ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

    2264: 2026 will be a massive year for Harena Rare Earths

    Play Episode Listen Later Dec 16, 2025 11:25


    Ivan Murphy, executive chairman of Harena Rare Earths, joins Vox for a rundown of what happened in 2025 and a look ahead to what's in store in 2026. Much has changed. In early 2025 Harena executed the reversal that gave it its London listing, and then moved rapidly to advance its Ampasindava rare earths project in Madagascar. This project is now well on the way to production, as the licensing process proceeds, and a DFS continues to work its way through the pipeline. Meanwhile, high level talks are continuing both with the US government and with the Madasgascar government. Watch for plenty of newsflow in the coming weeks and months

    2263: Small Cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Dec 10, 2025 83:54


    Watch on Youtube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on 19 stocks. Also watch out for next week's Xmas Special at 2pm Wedn 17th Dec. 00:00 Recent buys or sells. 01:20 XP Factory 07:10 Everyman Media 11:25 Big Technologies 16:30 What's going to trigger a UK smallcap rally? 23:30 Topps Tiles 26:55 Begbies Traynor 31:40 Applied Nutrition 35:00 Ashtead Technology 40:25 Venture Life 44:00 Cohort 46:20 RWS 50:15 System1 56:05 Made Tech 59:50 Oxford Metrics 1:03:40 ME Group 1:07:20 Tate & Lyle 1:10:10 Mears 1:12:40 Restore 1:15:30 Thruvision 1:19:25 Northern Bear XPF #EMAN #BIG #TPT #BEG #APN #AT. #VLG #CHRT #RWS #SYS1 #MTEC #OMG #MEG #TATE #MER #RST #THRU #NTBR ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

    2262: Lithium good times are here again, and Kodal has started shipping

    Play Episode Listen Later Dec 10, 2025 42:37


    Watch on YouTube Bernard Aylward, the CEO of Kodal Minerals #KOD, joins Vox to talk about the company's nascent lithium production project in Mali, how it's going and what the expansion plans are. Set in motion with an initial US$65 million in capital, the Bougouni project is now up and running, with plans to develop a much larger, stage 2 operation in 2026. In the background, the lithium price has improved markedly, and the mining sector in general has come alive as Kodal has got Bougouni going. So, says Aylward, 2025 was a very good year, and 2026 could be even better ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

    2261: Q&A with IXICO CEO Bram Goorden and CFO Grant Nash

    Play Episode Listen Later Dec 9, 2025 18:11


    Watch on Youtube In this upbeat interview, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through today's strong & slightly better than expected FY'25 results, including: 00:00 What's been driving the powerful top line growth & current demand picture. 06:15 Financial highlights 09:15 Top level strategic glide path from FY'25 sales of £6.5m to £10m in the medium term and ultimately £20m. 13:50 FY'26 outlook 16:15 Closing remarks ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

    2260: MedPal Transforming Wellness: AI, Epassi, and the Future of Preventive Health

    Play Episode Listen Later Dec 9, 2025 10:01


    In this exclusive interview, MedPal's CEO Jason Drummond joins us to discuss the company's latest RNS, revealing a major upgrade to its AI-powered wellness app and a strategic rollout to over 11 million users via Epassi UK's gym network.

    2259: Poolbeg Just Landed a Game-Changer

    Play Episode Listen Later Dec 8, 2025 7:21


    Poolbeg Pharma (AIM: POLB) has announced that its lead asset, POLB 001, will play a central role in the new RISE research programme, a groundbreaking initiative tackling cytokine release syndrome (CRS) caused by cancer immunotherapy. In this interview, CEO Jeremy Skillington and Scientific Advisor Liam Loughrey explain what this means for the company, how the collaboration with leading academic and medical institutions came about, and what the implications are for patients and shareholders alike.

    2258: CleanTech poised for CEOL and PFS progress early next year

    Play Episode Listen Later Dec 5, 2025 9:13


    CleanTech Lithium's chief executive Ignacio Mehech joins Vox for an update on the progress the company's been making with its Laguna Verde lithium project in Chile. The company is optimistic that it will be awarded a Special Lithium Operating Contract, otherwise known as a CEOL, in the near-term. That award will then be followed swiftly on by the release of the CleanTech's PFS for Laguna Verde. In the meantime a legal claim has been launched against the company by the Laguna Verde vendors, but this won't affect the CEOL process.

    2257: Small Cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Dec 4, 2025 87:30


    In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday's Budget and 16 stocks. 00:00 Recent buys or sells. Novo Nordisk, Likewise, Topps Tiles, CLS Holdings, Brickability, Peel Hunt & Hvivo 02:20 Tracsis 11:25 Whitbread 16:00 Spire Healthcare 23:50 Trustpilot 30:40 Baltic Classified 37:30 Vp 40:25 Speedy Hire 45:05 SSP Group 49:15 Future 53:55 MONY / Moneysupermarket 58:40 Victrex 64:45 Gooch & Housego 68:55 Essensys 73:50 Funding access for early stage companies 75:05 Tekmar 76:50 One Health Group 80:20 Lindsell Train Investment Trust #TRCS  #WTB #SPI #TRST #BCG #VP. #SDY #SSPG #FUTR #MONY #VCT #GHH #ESYS #TGP #OHGR #LTI

    2256: Cadence now funded to first production following off-take deal

    Play Episode Listen Later Dec 2, 2025 13:09


    Watch on YouTube Cadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money that was already in place following a financing earlier this year. Cadence chief executive Kiran Morzaria joins Vox to give us more detail, and to talk about the longer-term objective of full-scale development of Amapa, which is now one step closer.

    2255: Exchange with Richard Penny of Oberon Investments

    Play Episode Listen Later Dec 1, 2025 70:06


    Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas: 00:00 Equity outlook for 2026 04:10 Eagle Eye 07:40 NCC plc 12:10 RM plc 16:40 Inspecs 19:55 Bellway 22:05 Breedon 25:00 Kooth 27:30 Big Technologies 29:15 Easyjet 31:55 SSP Group 35:45 Spire Healthcare 38:25 One Health Group 42:45 Verici Dx 44:30 Distribution Finance Capital 48:05 Zegona Communications 51:30 Victrex 54:25 XAR 58:05 Mincon 1:00:10 Gamma Communications Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical

    2254: Tharisa books $603m in revenue, $117m in profit, and growth continues

    Play Episode Listen Later Dec 1, 2025 17:42


    Watch on YouTube Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the company.

    2253: Transformational year: Savannah Resources on track for DFS, FID and construction in 2026

    Play Episode Listen Later Dec 1, 2025 34:52


    Watch on YouTube Emanuel Proença, chief executive of Savannah Resources joins Vox to talk about the company's Barroso lithium project in Portgual. Lithium prices have recovered sharply in the second half of 2025, even as Savannah has been pressing on with development work at Barroso, which is Europe's largest spodumene project. The plan is to produce a purified spodumene product at significant scale, for shipping to Europe and the wider world

    2252: Blencowe delivers big resource update and even bigger DFS

    Play Episode Listen Later Dec 1, 2025 8:40


    Watch on YouTube Blencowe Resources has released two major items of news over the past couple of days. The first was a significant update to resources and reserves at its Orom-Cross graphite project in Uganda. The second was the release of a definitive feasibility study for Orom-Cross outlining a development scenario generates significant earnings and cashflow and that shows an internal rate of return of over 90%. The net present value is set at over US$1 billion. CEO Mike Ralston joins Vox to talk us through the numbers, and to tell us what happens next

    2251: Driving Growth in Clinical Research: Thomas Forst on CRS's New Contracts and Future Focus

    Play Episode Listen Later Nov 28, 2025 6:26


    Watch on YouTube In this in-depth interview, we speak with Thomas Forst, Chief Medical Officer of CRS and the wider hVIVO Group, to explore how the acquisition is reshaping the organisation's clinical research capabilities

    2250: Small Cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Nov 27, 2025 76:25


    In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday's Budget and 19 stocks. 00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment) 06:00 Unite Group and new fees on international students 11:50 GlobalData 16:00 GB Group 19:45 Spectra Systems 22:45 Boohoo 27:10 Pets at Home 29:00 Do new CEOs work for turnarounds? 32:00 Microlise 34:55 Brickability and broader building products sector 38:05 James Latham 41:25 Marston's 46:10 Churchill China 48:00 Halfords 51:40 Team & WH Ireland merger 53:50 Should Filtronic and Beeks seek a US listing? 56:30 Warpaint 1:00:55 Hilton Foods 1:03:05 Cake Box 1:06:55 Saga 1:09:25 Senior 1:11:30 Kooth

    2249: Metals One goes big in South African gold and power

    Play Episode Listen Later Nov 27, 2025 8:14


    Watch on YouTube Metals One #MET1 is investing US$1.8 million in Lions Bay Resources via a convertible loan note, payable in two tranches. Lions Bay owns a sizeable plant in South Africa which can be used to supply power and steam to nearby customers. The plan, though, is to build in a roasting facility that will allow the plant to treat refractory gold ore from waste dumps, and build up a significant production profile. Metals One managing director Dan Maling joins Vox to explain how it all fits together.

    2248: Pan African hits the big time with move into FTSE250

    Play Episode Listen Later Nov 27, 2025 31:48


    Pan African Resources is a well-established gold miner with long-standing assets in South Africa and a growing presence in Australia. The company was built around the Barberton gold mine in Mpumpalanga, which first began operating in the nineteenth century. During the past couple of decades Pan African has significantly added to its portfolio, bringing on new mines as well as earnings-accretive tailings projects. The recent high gold price has pushed up margins, and propelled the company to a market capitalisation of nearly £2 billion. Chief executive Cobus Loots joins Vox to talk about the company's promotion into the FTSE250, and where it goes from here

    2247: Harena gears up for major newsflow

    Play Episode Listen Later Nov 25, 2025 9:08


    It's been another jet-setting couple of weeks for the Harena team. Company executives and management have recently spent extensive time with the new government of Madagascar, building relationships ahead of the granting of the the permit for the Ampasindava rare earths project on the north coast. Across the Atlantic there have also been meetings with high echelons in the US government following on from the company's listing on the OTC. Executive chairman Ivan Murphy joins Vox to tell us what's been going on, to lay out the upcoming newsflow, and to remind us just how big the opportunity is at Ampasindava

    2246: Mining Matters: We're in a bull market, says CQS's Robert Crayfourd

    Play Episode Listen Later Nov 25, 2025 49:46


    Watch the YouTube The CQS Natural Resources fund is one of the most influential and long-standing mining investment trusts in London. Portfolio manager Robert Crayfourd joins Vox to offer his insights into where the mining markets go from here - in a year in which gold has surpassed all expectations, but other metals still have some way to go. Are we now in a bull market? - yes, says Crayfourd, but there's still plenty of upside on the table. CQS remains well positioned in precious metals and in copper equities, and offers investors access to overseas opportunities that they might not otherwise get exposure to. Crayfourd also offers his thoughts on base and critical metals, lithium, and why the weaponisation of the dollar has had such a profound impact on commodities.

    2245: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith

    Play Episode Listen Later Nov 25, 2025 20:56


    Watch on YouTube In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today's positive H1'26 results and in line outlook. 00:00 Demand dynamics across all three divisions 06:25 Key financial highlights and capex plans 12:05 New product development and distribution strategy 15:25 M&A and ongoing integration 18:10 Outlook, H2'26 visibility & closing remarks

    2244: Small-cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Nov 20, 2025 76:27


    00:00 Investor sentiment from Mello conference 02:20 CMC Markets 07:05 PZ Cussons 10:15 McBride 15:29 Paypoint 21:45 Ocado 25:40 Tracsis 28:50 JD Sports 32:45 Plexus 37:40 Bloomsbury Publishing 43:30 Alumasc 48:10 Grainger 52:15 Trifast 55:30 Eagle Eye 59:25 CML Microsystems 63:35 Likewise 68:00 Vianet 72:15 Future

    2243: GreenX Metals showcases potentially huge German copper deposit

    Play Episode Listen Later Nov 20, 2025 16:22


    Watch on YouTube GreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset inside an EU that's crying out for more locally-produced critical metals.

    2242: Quantum Helium initiates 3D seismic on Sagebrush

    Play Episode Listen Later Nov 19, 2025 6:24


    Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very similar characteristics, and that the seismic that will be run on Sagebrush is actually going right up to Coyote Wash

    2241: Q&A with IXICO CEO Bram Goorden

    Play Episode Listen Later Nov 17, 2025 8:01


    Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington's Disease.

    2240: This year's Resourcing Tomorrow will be buzzing, says Andrew Thake

    Play Episode Listen Later Nov 14, 2025 13:19


    Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.

    2239: Small-cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Nov 12, 2025 77:03


    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.   Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40. 00:00 4Imprint 04:45 FDM 09:05 Oxford Instruments 12:40 Avingtrans 16:35 Tracsis 21:00 ME International 25:05 MJ Gleeson 32:30 Hilton Food 34:50 Finseta 37:45 Ultimate Products 43:20 Rightmove 50:25 Light Science Technologies 58:00 Avon Technologies 1:00:45 ITV 1:02:35 Kitwave 1:05:15 Volex 1:08:20 Domino's Pizza UK 1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory 1:12:40 PCI-Pal  

    2237: Shearwater Results - CEO Phil Higgins & CFO Jonathan Hall talk us through the numbers

    Play Episode Listen Later Nov 11, 2025 10:08


    Watch on YouTube In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company's strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.

    2236: The Exchange with Ken Wotton of Gresham House

    Play Episode Listen Later Nov 10, 2025 63:48


    Watch on YouTube In this week's live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following: 00:00 Equity outlook 04:30 Activeops 09:00 Pinewood Technologies 12:00 Tribal 16:25 Netcall 21:50 Franchise Brands 25:25 MPAC 28:20 Capita 32:40 Iomart 37:30 Nichols 40:05 Spire Healthcare 43:45 IXICO 46:35 Kooth 52:20 Fintel 55:15 MHA 59:30 Favourite stock idea for next 12 months. Brooks MacDonald  

    2235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?

    Play Episode Listen Later Nov 10, 2025 11:29


    MedPal AI #MPAL  has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company's first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.

    2234: Tony Manini and Darryn McClelland on Asiamet's $105m deal

    Play Episode Listen Later Nov 7, 2025 20:35


    Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders

    2233: Small-cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Nov 5, 2025 78:24


    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/sells. Spectra Systems, Shield Therapeutics and Beeks Financial 02:45 Treatt 08:05 Brave Bison / M&C Saatchi 11:55 TT Electronics 16:25 Audioboom 20:45 Unite Group / Empiric Student Property 26:05 Next 15 29:10 Water Intelligence 36:45 Zotefoams 43:10 Focusrite 46:55 Trainline 50:50 Anpario 53:55 Smiths News 57:45 Why are so many smallcaps drifting down on no news? 59:35 Spire Healthcare 62:00 One Health Group 64:45 TP ICAP 68:00 Ceres Power 72:35 Kromek #SPSY #STX #BKS #TET #BBSN #SAA #TTG #BOOM #UTG #ESP #NFG #WATR #ZTF #TUNE #TRN #SNWS #ANP #SPI #OHGR #TCAP #KMK #CWR

    2232: Interview with Exec Chairman, Patrick Desouza of Water Intelligence and CEO, Will Knell of American Leak Detection

    Play Episode Listen Later Nov 5, 2025 23:38


    In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today's strong Q3'YTD results, positive outlook and increasing momentum. 00:00 Key growth drivers, profit margin expansion and ongoing momentum. 07:30 Progress wrt rolling out both the Dallas template, new products/services and customer feedback. 16:10 Outlook & closing remarks.

    2231: Amazing AI - Is This the Future of Fintech Treasury?

    Play Episode Listen Later Nov 5, 2025 12:18


    Watch on YouTube Amazing AI plc (AQSE: #AAI), a global fintech firm known for its online lending and AI-driven financial services, has made its first move into digital assets with a small Bitcoin purchase through its Mauritius subsidiary. Dubbed “Digital Asset Treasury 3.0”, the strategy aims to build a diversified crypto portfolio including Ethereum, XRP, Solana, and possibly a gold-backed token by the end of 2025. While starting cautiously, the company signals bigger ambitions

    2230: Focusrite Is Back – Profits DOUBLE as New Gear Ignites Sales!

    Play Episode Listen Later Nov 4, 2025 12:48


    Watch on YouTube Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, and how investment in innovation and supply chain flexibility is positioning the group for long-term growth.

    2229: Harena to boost US exposure with imminent OTC listing

    Play Episode Listen Later Nov 3, 2025 5:44


    Harena Rare Earths released full year results the other day, showcasing the company's robust financial and operational position in its first major set of financials since listing earlier in the year. The company continues to boost its profile in the US, ahead of major updates on the ground due from its Ampasindava rare earths project in Madagascar. Executive chairman Ivan Murphy joins Vox to give us an update on all the latest developments

    2228: The Exchange with Dominic Weller of Octopus Investments

    Play Episode Listen Later Nov 3, 2025 62:17


    Watch on YouTube In this week's live Exchange, accomplished UK fund manager Dominic Weller of Octopus Investments takes me through his latest thoughts on the following: 00:00 Equity outlook. 02:50 BOKU 07:20 WISE 10:00 PCI-Pal 15:15 GB Group 20:25 Raspberry Pi 24:35 Ensilica 28:00 Volution 30:30 Optima Health 32:05 IXICO 35:05 Diaceutics 37:45 Hvivo 41:30 Ceres Power 46:05 Trainline 49:45 Itaconix 52:25 M&C Saatchi 53:35 Renew Holdings 56:30 Favourite stock idea for next 12 months. Bloomsbury 

    2227: Cindrigo offers big opportunities in German geothermal power

    Play Episode Listen Later Oct 31, 2025 10:05


    Watch on YouTube Cindrigo has listed on the main board of the London Stock Exchange with an initial market capitalisation of £40 million. The company plans to develop geothermal projects in Germany, backed by cashflow from a near-term development project in Finland. Chief executive Lars Gulstrand joins Vox to offer an insight into the precise nature of the opportunity here, especially given that power generation in Germany has undergone such radical transformation in recent years with the mothballing of coal and nuclear.

    2226: Hemogenyx CEO on positive progress with leukemia drug

    Play Episode Listen Later Oct 30, 2025 8:42


    Watch on YouTube Hemogenyx #HEMO has been given clearance to proceed with the next stage of testing in regard to its HG-CT1 therapy, which is designed to treat leukemia. Hemogenyx's chief executive Vladislav Sandler joins us to talk about the implications of continuing the trials, how they will be structured, and widened with the addition of testing for a group of 12-18 year olds.

    2225: Gunsynd returns stellar gold and silver grades on Canadian prospects

    Play Episode Listen Later Oct 30, 2025 6:21


    Watch on YouTube Gunsynd's Hamish Harris joins Vox for an update, following the release of high grade gold and silver sampling results from the company's Canadian projects. The Barb project showed high gold grades, while Bear Twit showed high silver, lead, and zinc. Harris also updated on a company Gunsynd has a significant stake in,  Richmond Hill. There, the opportunity in copper looks highly significant too.

    2224: EGT cuts attractive deal on Swedish copper project

    Play Episode Listen Later Oct 30, 2025 6:00


    Watch on YouTube European Green Transition has announced that it has entered into a six-month option agreement for the potential sale of the Pajala copper project in Sweden. With copper prices riding high, it's a good time to be transacting on copper, and it may be that the deal presages a bigger one in relation to EGT's Olserum rare earths project in Sweden. EGT's chief financial officer Jack Kelly joins us to discuss the implications of the deal, how it fits into EGT's wider strategy, and where the company goes from here

    2223: Small-cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Oct 29, 2025 71:29


    Watch on YouTube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas. 00:00 Recent buys/sells 02:30 MJ Gleeson 05:20 Idox 08:05 Mpac 12:25 Alumasc 15:35 Bioventix 19:15 Auction Technology Group 23:05 RWS 27:05 Centaur Media 29:25 Ingenta 31:35 Light Sciences Technologies 36:50 Goodwin 41:15 Norcross 42:55 Ultimate Products 45:50 Ecora Resources 48:25 Capital (drilling) Ltd 51:15 REACT Group 53:45 Hargreaves Services 56:00 Seeing Machines 59:20 Foxtons 1:02:40 Bloomsbury 1:07:20 Creo Medical #GLE #IDOX #MPAC #ALU #BVXP #ATG #RWS #CAU #ING #LST #GDWN #NXR #ULTP #ECOR #CAPD #REAT #HSP #SEE #FOXT #BMY #CREO

    2222: The Gluten-Free Revolution: Tooru's OAF Brand Takes on Tesco — and the £10m Question!

    Play Episode Listen Later Oct 24, 2025 12:02


    Watch on YouTube Tooru plc (AIM: TORU) has announced that its gluten-free brand OAF — born out of its Juvela business — has expanded to eight product listings in Tesco, with week-on-week growth and advanced talks underway with other major supermarket chains. Unlike most gluten-free brands that rely on rice flour, OAF and Juvela use a unique gluten-removed wheat starch, delivering authentic taste and texture that could redefine the category.

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