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


    • Mar 23, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 19m AVG DURATION
    • 2,182 EPISODES


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    Latest episodes from The Vox Markets Podcast

    2347: The Exchange with Scott McKenzie

    Play Episode Listen Later Mar 23, 2026 89:02


    Watch on YouTubeIn this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:00:00 Outlook for equities given geopolitical turmoil03:20 Scott's investment approach04:45 Ashtead Technology08:15 Jet212:15 Telecom Plus17:05 Trainline21:55 Mobico (formerly National Express)23:10 BRCK (formerly Brickability)28:20 Vistry35:30 Spire Healthcare37:50 MJ Gleeson42:00 Tracsis45:50 Craneware49:30 Gamma Communications53:45 Beauty Tech Group58:35 MONY/Moneysupermarket63:50 Pets At Home67:15 Paypoint71:20 FRP Advisory73:45 Mercia Asset Mgt78:10 Brooks MacDonald81:40 Distribution Finance Capital Holdings83:50 Goodwin85:45 Favourite stock idea for next 12 months. IP Group

    2346: KEFI's Big £34m Raise

    Play Episode Listen Later Mar 23, 2026 13:27


    Watch on YouTubeKEFI Gold & Copper has just raised £34 million via a placing of shares at 1.2p. The money raised completes the funding required for construction of the Tulu Kapi gold mine in Ethiopia, where work is already underway. There was significant institutional interest in the raise, but retail investors can also get a look in via a separate £1m fundraising exercise that's taking place via RetailBook. KEFI's chairman Harry Anagnostaras-Adams joins Vox to tell us more.

    2345: Great Western ramps up tungsten exploration

    Play Episode Listen Later Mar 23, 2026 7:54


    Great Western Mining recently extended the extent of its tungsten holdings around its Defender-Pine Crow project in Nevada. The additional claims were staked on the basis of their geological potential, and also to create a buffer zone against rival staking. The plan now is to get on the ground and initiate field work, with a view to getting the drill rigs turning sometime in July. A potential resource would then follow. Ed Loye, Great Western's chief executive, joins Vox to tell us more.

    2344: Richmond Hill gets set to drill

    Play Episode Listen Later Mar 20, 2026 7:01


    Watch YouTubeRichmond Hill Resources (RHR) has been working up its Martello gold project in Canada in recent months, and is now just about ready to drill. The initial programme will be about 1,100 metres, and will then probably be followed up by further work, the specifics of which will be dependent on the results. Richmond Hill director Sheldon Modeland joins Vox to tell us about the wider implications of the drill programme and the nature of the opportunity that's on offer at Martello.

    2343: 2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?

    Play Episode Listen Later Mar 18, 2026 92:51


    Watch on YouTubeIn this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 Sectors potentially benefiting from the war in Iran02:45 Eleco06:55 CAB Payments10:45 System113:50 M&C Saatchi17:10 Trustpilot20:20 Close Brothers23:45 TP ICAP26:40 Funding Circle33:45 Vistry37:45 Victrex43:30 Intercede49:25 Beeks Financial53:25 Fonix57:20 Tribal1:00:45 Spire Healthcare and UK M&A activity1:06:45 ITV1:10:45 JD Sports1:15:25 Intuitive Investments1:22:00 Zotefoams1:24:50 Somero Enterprises1:26:50 Eagle Eye#ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarkets

    2342: Pinnacle Discovers Silver, Lead and Zinc at El Potrer

    Play Episode Listen Later Mar 17, 2026 9:05


    Watch on YouTubePinnacle Silver & Gold #PINN recently flew a LiDAR survey over its El Potrero project in Mexico with a view to identifying additional prospective areas. To date, the focus has been on old silver and gold workings to the north of the landholding. But following on from the LiDAR survey, Pinnacle has now identified significant silver, lead and zinc mineralisation further south. This type of mineralisation was previously unknown on El Potrero, and will now be the subject of follow-up work, including potential drilling in due course. Pinnacle's chief executive Bob Archer joins Vox to tell us more.

    2341: Q&A with Water Intelligence

    Play Episode Listen Later Mar 17, 2026 23:54


    Watch on YouTubeIn this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today's positive 2025 trading update, outlook and momentum. 00:00 Key growth drivers and accelerating momentum.10:30 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.19:20 Outlook, anticipated "exponential sales growth" & closing remarks.

    2340: Shearwater delivers 37% Revenue Growth

    Play Episode Listen Later Mar 17, 2026 8:51


    Watch on YouTubeShearwater Group #SWG has reported interim results showing 31% revenue growth to £14.0m, driven by strong performance in its Services division and a number of significant contract wins with telecoms, financial services and government customers.

    2339: The Exchange with Stuart Widdowson of Odyssean Capital

    Play Episode Listen Later Mar 16, 2026 51:36


    Watch on YouTubeIn this fascinating interview, accomplished UK fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:00:00 Outlook for equities02:10 Spire Healthcare05:05 James Fisher11:55 Gooch & Housego15:35 NCC19:35 Auction Tech Group24:15 Genus28:45 Dialight32:05 XP Power35:20 Flowtech Fluidpower38:35 Coats41:45 Wilmington45:00 Odyssean Investment Trust47:30 Stock idea for the next 5 years. Essentra#SPI #FSJ #GHH #NCC #ATG #GNS #DIA #XPP #FLO #COA #WIL #OIT #ESNT------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarketsListen to our podcast:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlXLearn more: https://www.voxmarkets.com------------------------------------------------------------

    2338: Harena moves to acquire US rare earths assets

    Play Episode Listen Later Mar 16, 2026 6:42


    Harena Rare Earths has signed an exclusivity agreement in regard to a suite of US rare earths and uranium assets in San Bernadino County, California. This part of California is well-known for mining, and the assets in question are not far away from the US's only producing rare earths mine, owned by MP Materials and well-supported by the US government. Harena will now enter into a due diligence period in regard to the assets, which executive chairman Ivan Murphy estimates will take a couple of months. He joins Vox to tell us more

    2337: Prospex's New CEO Gets Busy

    Play Episode Listen Later Mar 12, 2026 12:00


    Watch on YouTubeTom Reynolds has been chief executive of Prospex Energy for around a month, and since he took up the role there's been plenty going on. In this video Tom talks us through his plans, as outlined in a recent letter to shareholders. The company will continue to press ahead with its European gas and electricity assets in what's lately become a very favourable pricing environment. Tom also talks about how Prospex sits financially, and outlines his broader vision for the company.

    2336: European Green Transition Raises £7.5m to Support Wind Turbine Services Growth

    Play Episode Listen Later Mar 12, 2026 3:22


    Watch on YouTubeEuropean Green Transition discusses its recently announced £7.5 million fundraise, which was significantly oversubscribed and completed close to the market price. The funds will support the development of its recently acquired wind turbine operations and maintenance business and help drive future growth in the renewable energy services sector

    2335: Rome Resources acquires new Canadian ground

    Play Episode Listen Later Mar 10, 2026 8:36


    Rome Resources is acquiring extensive new acreage in New Brunswick in an area known to be prospective, but which has had very little work done on it in the modern era. Some historic samples show tin grading up to around 1.4%. The geology looks encouraging, according to Rome's chief executive Paul Barrett. He emphasizes that Rome's main focus will remain on its assets in the Democratic Republic of Congo, where drilling is ongoing and a new resource is expected in the coming months. Nevertheless, this new ground points to a longer-term trajectory for the company, and indicates where its focus might end up if a transaction takes place on the DRC assets

    2334: Mining Matters: This commodity cycle will be bigger than 2002-2007

    Play Episode Listen Later Mar 10, 2026 30:12


    Watch on YoutubeMark Thompson is an experienced mining investor and commodities trader who formerly worked with Trafigura and is now heading up VSA Capital as non-executive chairman and Tamar Minerals as chief executive. He also recently took a 20% stake in VSA, as he explains in this wide-ranging conversation, because he is bullish that the London mining scene is poised to make a comeback. Part of that call also involves the recent listing of Tamar Minerals in London, a company which has legacy assets in Australia, but which will now focus on assets in Cornwall and Devon. Mark tells us why the opportunity at the Wheal Vor project is so compelling, and discusses just how much tin there might still be left in Cornwall. Is a bull market underway? - yes, but not all commodities are equal. Mark ends the chat talking up tungsten.

    2333: Great Western's new CEO Ed Loye, lays out his vision for the future

    Play Episode Listen Later Mar 6, 2026 30:55


    Watch on YouTubeGreat Western Mining #GWMO has just appointed Ed Loye as chief executive. A recent raise of more than £3 million has given him an ample warchest with which to get down to work on the company's suite of exploration assets in Nevada. Top of the agenda is to work up the tungsten opportunity at Defender, itself part of a large skarn which links to the company's existing copper resource at M2, a couple of kilometres away. Drilling is planned in the summer, and there will likely be plenty of newsflow in the run up to that work

    2332: Quantum Helium secures crucial assignment from the BIA, next step: testing

    Play Episode Listen Later Mar 6, 2026 9:57


    Watch on YouTubeThe Bureau of Indian Affairs has granted Quantum Helium #QHE its assignment for the Sagebrush property, a crucial precondition for operating on the ground. A similar assignment was granted for the nearby Coyote Wash project a little while ago. The granting of the assignment means Quantum can now get serious about its testing plans on its Colorado helium ground, and really get down to work. Quantum Helium's chief executive Howard McLaughlin joins us to tell us what happens next.

    2331: Significant resource update at Blencowe's Orom-Cross graphite project

    Play Episode Listen Later Mar 6, 2026 10:25


    Watch on YouTube Blencowe has announced the addition of a JORC resource for the Iyan deposit at its Orom-Cross graphite project in Uganda. The total resource at the project now stands at 43 million tonnes of ore, with only 2% of the surface area of the licence drilled. The company will also be releasing further drill results from the Beehive deposits in due course, and these will lead on to a further resource upgrade. Will Orom-Cross go through the magic 50 million tonnes mark? It's a number that chief executive Mike Ralston floats without hesitation as he sits down to walk us through the implications of the latest results, and to tell us what happens next.

    2330: Chancery Royalty expands as gold market continues to run hotter than ever

    Play Episode Listen Later Mar 5, 2026 17:00


    Watch on YouTubeFor more information you can contact Chancery Royalty HEREChancery Royalty's chief executive Jeremy Gray joins Vox as the company undertakes a new funding round in one of the hottest gold markets the world has ever seen. Chancery already has four major precious metals royalties in its portfolio, and recently acquired a fifth smaller one on an exploration company with huge upside. New transactions are also on the cards, and a potential listing, probably in Canada, but maybe in London is also on the cards. Will Chancery become bigger than Elemental-Altus? - that's certainly the aim, and the company is not shy about saying it

    2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?

    Play Episode Listen Later Mar 4, 2026 85:09


    Watch on YouTubeIn this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 What the Middle East conflict means for investors04:00 GB Group & Tribal – Purchases10:50 Craneware17:50 Senior22:10 MTI Wireless24:15 Gulf Marine Services30:00 Vistry33:45 Henry Boot36:15 Surface Transforms38:35 Power Probe46:10 Hikma Pharmaceuticals49:40 Synectics54:45 Intercede58:20 Wilmington1:01:10 GlobalData1:04:50 Winvia Entertainment1:07:25 System1 & Brave Bison share swap deal1:11:45 PCI-Pal1:14:35 Autotrader1:17:45 Capita1:20:15 Galliford Try

    2328: Renowned Fund Manager Greg Coffey takes a near 10% stake in Harena

    Play Episode Listen Later Mar 2, 2026 9:53


    Watch on YouTubeGreg Coffey, a renowned fund manager has taken a 9.7% interest in Harena Rare Earths, as part of the company's £2 million subscription last month. Coffey has a long track record in fund management going back decades, having started out with Macquarie, worked with George Soros, and moved onwards and upwards from there. He currently has his own fund, which now joins RAB and several other major investment names on the Harena register. Meanwhile, Harena is cracking on with development work at the Ampasindava rare earths project in Madagascar, and continues in talks with the DFC. Harena's chairman Ivan Murphy joins us with all the latest news.

    2327: The Exchange with John Chinery (alias the Oak Bloke)

    Play Episode Listen Later Mar 2, 2026 95:39


    Watch on YouTubeIn this investing masterclass, expert stock picker John Chinery (alias The Oak Bloke) takes me through his view of the markets and latest thoughts on 15 stock ideas:00:00 Equity outlook06:05 Wise11:35 Diversified Energy18:10 Mpac22:40 Eco Buildings31:35 PureTech Health39:35 Thor Explorations47:35 Avation53:30 Integrated Diagnostic Holdings58:35 ASA International1:05:00 Gulf Marine Services1:09:15 Greggs1:15:15 Easyjet1:19:30 Future1:24:25 MSI International1:25:25 Atome Energy1:26:15 Kazera Global1:29:00 Favourite stock idea for next 12 months - Intuitive Investments#WISE #DEC #MPAC #PRTC #THX #AVAP #IDHC #ASAI #GMS #GRG #EZJ #FUTR #ATOM #KZG #IIG

    2326: Pinnacle set to start drilling at El Potrero within weeks

    Play Episode Listen Later Feb 27, 2026 51:52


    Watch on YoutubePinnacle Silver & Gold is planning an extensive underground drilling campaign at its El Potrero project in Mexico as part of its plans to put El Potrero back into production by the end of next year. The company is already in talks with off-takers in regard to finance, and is likely to keep equity dilution to a minimum. Surface drilling is also planned, and metallurgical work remains ongoing. Pinnacle's chief executive Bob Archer has built mines in Mexico before, and knows his way around re-start projects and how to build them out into bigger and better propositions. He joins Vox to provide more details, and to give us his thoughts about the likely atmosphere at the upcoming PDAC in Toronto

    2325: EGT Makes Bold Move Into £15m Revenue Wind Services Platform

    Play Episode Listen Later Feb 26, 2026 16:57


    Watch on YouTubeEuropean Green Transition has taken a major step in its evolution, acquiring a profitable £14.7m-revenue onshore wind services platform at an attractive valuation. With over 900 turbines under contract and more than £22m of repowering pipeline already signed, management believes the deal positions EGT to scale rapidly toward its £50m revenue target while building a cash-generative infrastructure business.

    2324: 2 P's on a Pod: Takeover Tensions, AI Shockwaves & Small Cap Opportunities

    Play Episode Listen Later Feb 25, 2026 76:22


    In this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 15 stock ideas.00:00 Augmentum Fintech06:10 ME Group12:10 Tracsis18:25 MONY / moneysupermarket26:35 Avingtrans33:10 Cerillion42:15 Spire Healthcare44:50 Unite Group48:50 Pulsar Group52:15 Trainline58:35 Jet261:45 Warpaint64:50 Synectics69:05 Checkit72:25 SDI Group

    2323: Panther begins met testing on what could be huge magnesium opportunity

    Play Episode Listen Later Feb 25, 2026 7:15


    Panther Metals has initiated testwork on core drilled out of its Dotted Lake project in Canada in 2024. This core returned huge intercepts of magnesium mineralisation, with some additional nickel and platinum group metals. Magnesium is traditionally very difficult to process out of ores like the the ones at Dotted Lake, but Panther's partners at another of its projects, Winston, reckon this one could be workable. If they're right, then the upside would be very significant. Panther's Darren Hazelwood joins Vox to tell us more.

    2323: Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King

    Play Episode Listen Later Feb 25, 2026 35:03


    Watch on YouTubeIn this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today's positive and in line H1'26 results – including:00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion11:25 H1'26 financial highlights16:55 Progress with medical division (re Adaptix, Magnetica and Scientific Magnets)24:00 Timescales for potential future exits (eg Hayward Tyler and Ormandy)29:10 FY26 & FY27 outlook alongside closing remarks

    2322: The Exchange with Paul Jourdan of Amati Global

    Play Episode Listen Later Feb 23, 2026 74:17


    In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 15 stock ideas.00:00 Equity outlook01:40 Greatland Resources / Gold06:55 Boku11:30 Wilmington (recent purchase)17:50 Accesso23:50 Kainos29:20 Alfa Financial31:55 GB Group38:00 Gamma Communications41:20 Yu Group46:25 Serica Energy52:25 Grainger54:35 Jet256:55 Big Technologies62:45 Trainline69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus

    2321: KEFI hosts Ethiopian PM at Tulu Kapi Groundbreaking Ceremony

    Play Episode Listen Later Feb 23, 2026 29:40


    Click HERE to watch the video of the Tulu Kapi opening ceremonyKEFI Minerals has hosted a ground-breaking ceremony at the Tulu Kapi gold project in Ethiopia. The ceremony was attended by the Ethiopian prime minister, the provincial governor, the British ambassador, and other assorted dignitaries. It marks the official commencement of construction at the Tulu Kapi project. KEFI's Harry Anagnostaras-Adams joins Vox to talk us through the implications and to outline what happens next.Watch the interview on YouTube

    2320: Panther Metals teams up with billion dollar commodity trader Traxys

    Play Episode Listen Later Feb 19, 2026 33:29


    Watch on YoutubePanther Metals has signed a letter of interest with Traxys, one of the biggest names in the global commodities trading business. The letter relates to Panther's Winston tailings project, which is known to contain significant quantities of several metals, including gold, silver, gallium and zinc. Panther's plan is to produce a resource estimate for Winston within the next month or two, and then move on to economic studies. In the meantime exploration work continues on the company's Ontario portfolio of base and precious metals assets. Panther's chief executive Darren Hazelwood joins Vox to fill in the details

    2319: 2 P's on a Pod: Small Cap Investing with Paul Hill and Paul Scott

    Play Episode Listen Later Feb 18, 2026 87:31


    In this week's fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.0:00 Raspberry Pi06:05 Seeing Machines13:15 Pinewood Technology19:25 Intuit22:35 Beeks Financial Cloud28:35 GB Group33:55 Boohoo40:20 Spire Healthcare43:05 Dunelm46:40 TPXimpact51:15 Cohort58:30 Brickability1:01:35 Springfield1:06:45 SkinBioTherapeutics1:10:35 Transense Technologies1:13:15 LBG Media1:19:30 Trainline1:21:50 On The Beach

    2318: Pure Tungsten gets set for large-scale, high-margin Korean production within months

    Play Episode Listen Later Feb 18, 2026 31:12


    For more information, please contact Pure Tungsten Tungsten is just months away from production at a major project in South Korea, and plans to be generating cash from tailings at a second project in Tajikistan by the year end or early next year. In the meantime, a listing is planned, on a market yet to be determined, and interest is expected to be very high. After all, the tungsten price has quadrupled over the past year or so, and tungsten has suddenly become the hot sector. Pure Tungsten's chief executive Tiger Kim joins us to explain why that is, and just exactly how and why Pure Tungsten is positioned so perfectly to benefit. Executive director Jeremy Gray also joins to provide insight on the proposed listing.

    2317: Talisman targets big copper opportunity in Morocco's Atlas Mountains

    Play Episode Listen Later Feb 18, 2026 33:34


    Watch on YoutubeTalisman Metals recently re-listed on Aim with a new suite of sediment-hosted copper assets in Morocco, situated in close proximity to one of the largest copper development projects in Africa. There's outcrops at surface, and plenty of prospectivity, so the plan is to get to work in the field, line up some targets and get drilling. Talisman's chief executive Tim McCutcheon joins Vox to fill in the detail

    2316: From Turnaround to Traction: Inside Tooru's Next Phase of Growth

    Play Episode Listen Later Feb 16, 2026 10:43


    In this interview, Tooru plc CEO Scott Livingston discusses the group's recent operational progress, retail momentum, and capital strategy as the business transitions from restructuring to growth, with a focus on execution, discipline, and long-term value creation.

    2315: Rome hits more high grade tin at Kalayi, similarities to Alphamin becoming clearer

    Play Episode Listen Later Feb 16, 2026 10:12


    The latest XRF results from drilling at Rome Resources' Kalayi prospect in the Democratic Republic of Congo have highlighted further high grade tin intercepts over attractive widths. Rome's chief executive Paul Barrett joins Vox to explain the implications of the latest results, and to highlight the similarities to Alphamin's nearby major producing mine that are now emerging.

    2314: 2 P's on a Pod: The AI Winners Nobody's Talking About

    Play Episode Listen Later Feb 11, 2026 83:12


    Watch on YouTubeIn this week's fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.00:00 MONY / Moneysupermarket06:00 Craneware09:50 Future jobs to survive the brave new AI world12:00 St James Place and possible AI winners/losers17:55 Some US tech ideas18:40 Synthomer23:05 Iomart30:45 Frontier Development, TinyBuild & gaming stocks36:45 Seeing Machines42:50 hVivo46:10 PZ Cussons48:20 Vp Plc54:35 MJ Gleeson58:55 Warpaint1:04:55 Brave Bison1:10:40 Gaming Realms1:13:10 Power Probe1:15:15 UK IPO advisory fees & rotation into US value#MONY #CRW #SJP #SYNT #IOM #FDEV #TBLD #SEE #PZC #VP #GLE #W7L #HVO #BBSN #GMR #PWR

    2313: 3D seismic outlines big opportunity for Quantum Helium

    Play Episode Listen Later Feb 11, 2026 12:32


    Watch on YouTubeQuantum Helium's  Howard McLaughlin joins Vox to talk about the results of the company's ongoing 3D seismic work at the Sagebrush and Coyote Wash helium projects in Colorado. Quantum is busy using the newly acquired data to delineate drill targets, and is hopeful of getting the rigs to work later this year, following approvals from the Bureau of Indian Affairs.

    2312: Interview with Matt Timmins, CEO of Fintel

    Play Episode Listen Later Feb 10, 2026 16:45


    In this upbeat interview, CEO Matt Timmins of Fintel – a leading fintech provider of software, data, intelligence and associated services to the UK financial services industry - takes me through last week's positive FY'25 trading update and exciting growth trajectory. Alongside explaining why the company will be an AI winner and future M&A strategy.

    2311: ECR now producing gold, see the nuggets here

    Play Episode Listen Later Feb 10, 2026 15:38


    Watch on YouTubeNick Tulloch, chairman of ECR Minerals, joins Vox in the wake of the company's move to production at its Raglan gold project in Australia. The company has laid out a plan which shows that production at Raglan is likely to amount to 938 ounces of gold. That has an in-situ value of A$7 million which, considering the project was acquired for around A$1 million, isn't a bad return. An off-take deal has now been put in place, and as production from Raglan ramps up, attention will also turn to Blue Mountain, a bigger project, not far away.

    2310: The Exchange with James Thorne of Colombia Threadneedle

    Play Episode Listen Later Feb 9, 2026 72:23


    In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.00:00 Outlook for UK mid/smallcaps03:15 Auction Technology Group09:15 Kitwave11:20 Oxford Biomedica14:55 1Spatial16:55 Activeops20:10 Eleco & possible impact of agentic AI on software stocks24:25 Microlise28:55 Trainline33:35 Chemring36:40 Trustpilot41:50 Serabi Gold47:20 Yougov50:50 GlobalData54:00 Avingtrans58:10 XP Power1:00:55 Victrex1:03:50 LSL Property Services1:06:50 Norcros1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology GroupATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR

    2309: Disrupting PR with AI and Performance-Based Results

    Play Episode Listen Later Feb 9, 2026 15:13


    We speak with Pathos Communications plc (AIM: NEWS) following its recent AIM listing and full-year trading update. CEO Omar Hamdi joins us to discuss the company's tech-enabled PR model, the rationale behind going public, and key growth drivers behind its rapid international expansion. With a strong start to 2026 and AI innovation at the core, Pathos is positioning itself to reshape the future of media access for SMEs worldwide.

    2309: Bradda Head poised to benefit from lithium rebound

    Play Episode Listen Later Feb 9, 2026 16:13


    Watch on YouTubeBradda Head #BHL has just cut an extremely interesting joint venture deal with Rio Tinto #RIO over a hard rock lithium project in Arizona. Bradda Head will take the project on via an earn-in, but Rio isn't letting go completely, which indicates that it thinks there's still considerable upside on offer. Bradda Head's executive chairman talks us through all the implications, and gives us his thoughts on the lithium price and the positioning of Bradda in the months and years ahead.

    2308: Halo Minerals plans IPO for high-margin Chilean copper tailings

    Play Episode Listen Later Feb 6, 2026 31:12


    Andrew Dennan, executive director of Halo Minerals, joins Vox to flesh out the details of the company's upcoming IPO. The company plans to deploy new capital towards the development of one or more copper tailings projects in Chile. These projects are likely to be high margin and relatively easy to permit, given the widespread ESG benefits such clean-up operations can have. Halo will build an SX-EW plant near its main existing project on the coast, and then look to acquire additional projects within a 75-kilometre radius

    2307: Q&A with Verici Dx CEO Sara Barrington

    Play Episode Listen Later Feb 5, 2026 16:57


    Watch on YouTubeIn 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 today's positive FY'25 trading update, alongside progress wrt the company's exciting growth trajectory.

    2306: Shearwater's new Chair on Leadership, Vision and the Road Ahead

    Play Episode Listen Later Feb 5, 2026 10:25


    Watch on YouTube In his first interview since taking on the role, Shearwater Chair Robin discusses leadership, board priorities, and the Company's outlook. He reflects on the current market environment, the importance of clear strategy, and how Shearwater is laying the foundations for long-term progress.

    2305: 2 Ps on a Pod: The Week That Shook Software Stocks

    Play Episode Listen Later Feb 4, 2026 82:26


    In this week's fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?09:40 Future15:00 PCI-Pal17:15 Pinewood Technologies21:30 Auction Technologies26:40 Beazley bid from Zurich28:00 Cab Payments30:25 Funding Circle37:30 XP Factory40:40 Watches of Switzerland43:50 theworks49:30 Hardide53:15 Trifast59:30 Alumasc1:02:35 Keller1:04:05 Fevara (formerly Carr's)1:07:50 Creightons or Warpaint?1:11:10 ME Group1:14:00 Cordel1:14:45 Zotefoams1:15:40 ASA International1:17:30 Bloomsbury#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF

    2304: Bridging Markets: Why US Investors Are Turning to UK and European Stocks

    Play Episode Listen Later Feb 4, 2026 13:23


    Watch on YouTubeIn this interview, Jason Paltrowitz, Executive Director at OTC Markets, discusses the growing trend of US investors trading European equities, the rise of cross-trading by UK and EU-listed companies, and how OTC Markets is helping issuers tap into American capital without the burden of a full US listing. From changing investor behaviour to the strategic advantages of US market visibility, Jason offers insight into how cross-border trading is evolving — and what it means for companies and investors on both sides of the Atlantic.https://www.voxmarkets.com/articles/bridging-markets-why-us-investors-are-turning-to-uk-and-european-stocks-5c93ecb

    2303: The Exchange with Richard Crow (alias Cockney Rebel).

    Play Episode Listen Later Feb 2, 2026 90:01


    In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 20 stock ideas:00:00 Recent portfolio returns, equity outlook and cash position06:00 Goodwin19:15 Saga30:45 Funding Circle37:25 Zotefoams43:40 Marshalls47:55 SRT Marine51:25 Filtronic54:50 Carclo57:25 Mpac60:00 Dialight1:05:20 AudioBoom1:07:30 Marston's1:12:20 theWorks1:16:05 Card Factory1:19:55 CML Microsystems1:22:15 Warpaint1:24:10 Other top stock ideas for next 12 months: Journeo, Victrex and S4 Capital#GDWN #SAGA #FCH #ZTF #MSLH #SRT #FTC #CAR #MPAC #DIA #BOOM #MARS #WRKS #CARD #CML #W7L #JNEO #JNEO #VCT #SFOR

    2302: The most extraordinary week in commodities I've ever witnessed

    Play Episode Listen Later Feb 2, 2026 24:17


    Watch on Youtube SP Angel's John Meyer joins Vox to discuss the incredible events in the gold and commodities markets over the past week or so, and to pick out some of his favourite stocks amongst the junior and mid-tier miners.  Stocks covered include:Anglo Asian Hochschild Mining Fresnillo Greatland Gold Aterian Cornish Metals Kodal Minerals Atlantic Lithium Harena Rare Earths 

    2301: Tharisa set for huge growth amidst backdrop of rising PGM prices

    Play Episode Listen Later Jan 30, 2026 20:01


    Tharisa has a well-established track record of chrome and platinum group metals production, and is now on the cusp of delivering significant growth through a move underground at its flagship South African mine and the establishment of new lines of production from a major new Zimbabwean project. The company is keeping a tight rein on costs, even as rising commodities prices push margins up, and it's in that context that the shares have doubled over the past 12 months. Even so, CEO Phoevos Pouroulis still argues that the company is undervalued compared to its peers. He joins us to tell us why he thinks that, and to provide details of what will happen next

    2300: Quantum Data Energy: Q1 Update and Strategy Outlook

    Play Episode Listen Later Jan 30, 2026 5:41


    In this interview, Quantum Data Energy #MAST CEO Pieter Krügel joins Vox Markets to discuss the Company's Q1 investor update, recent re-branding, and the strategic evolution of the business. Pieter outlines how Quantum Data Energy is building on its flexible generation foundations, why data led infrastructure is becoming increasingly relevant, and how the Company is approaching growth with a clear focus on execution and capital discipline.

    2299: Poolbeg Pharma: POLB 001 Clinical Data Published — What's Next for This Immunomodulatory Asset?

    Play Episode Listen Later Jan 29, 2026 9:22


    Following the publication of a peer-reviewed paper in Frontiers in Immunology detailing results from the POLB 001 LPS challenge trial, we catch up with Poolbeg Pharma's CEO Jeremy Skillington and COO Liam Tremble.

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