The Vox Markets Podcast

Follow The Vox Markets Podcast
Share on
Copy link to clipboard

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


    • Apr 20, 2026 LATEST EPISODE
    • daily NEW EPISODES
    • 19m AVG DURATION
    • 2,209 EPISODES


    Search for episodes from The Vox Markets Podcast with a specific topic:

    Latest episodes from The Vox Markets Podcast

    2373: ECR acquires significant new near-term gold production

    Play Episode Listen Later Apr 20, 2026 19:54


    Watch on YouTubeECR is acquiring Paleogold Ltd, an Australian gold company with several significant gold assets. It takes the total number of assets in the ECR portfolio to ten, and means that by the end of the year the company will likely be running three separate gold producing operations. The latest deal is being funded by a complex combination of shares, cash, and convertible notes, but nearly all of the payment is deferred. The idea is that these new operations will end up paying for themselves. Nick Tulloch, ECR's chairman joins Vox to explain how it all fits together.

    2372: Serval Resources sets out path to creating billion dollar copper company

    Play Episode Listen Later Apr 20, 2026 42:42


    Serval Resources (currently trading at Oscillate Plc on Aquis) will list on Aim within the fortnight, offering investors a suite of copper assets in Botswana and Namibia. Chief executive Robin Birchall is an old hand at mining and knows his way around the capital markets. For Serval he's secured some serious cornerstone investors and has managed to raise around £3 million, notwithstanding the volatile and uncertain macroeconomic environment created by the Iran war. The plan is to get on the ground in Africa in double quick time, and work the assets up to the point where Serval merits a billion dollar valuation. Will it happen? Well, commodities prices are good, Serval has an excellent and experienced team, and a suite of assets that Birchall claims are some of the best in the region.

    2369: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

    Play Episode Listen Later Apr 17, 2026 74:32


    In this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.Apologies wrt the sound quality of Paul Scott's microphone for the 1st 7mins.01:10 Animalcare04:15 Intertek07:35 Audioboom12:35 IQE16:50 Raspberry Pi20:55 ITM Power23:30 Alumasc29:15 BRCK / Brickability33:40 Saga37:45 easyJet40:45 Calnex Solutions45:35 hVivo51:00 Avingtrans56:15 Gulf Marine Services60:40 James Cropper63 :25 Premier Miton66:30 Frontier Developments69:25 Dunelm

    2371: Metals One one step closer to becoming major gold producer

    Play Episode Listen Later Apr 17, 2026 16:25


    Watch on YouTubeMetals One's #MET Dan Maling and Lions Bay Resources' Lloyd Birrell join Vox to provide an update on the complex but transformational transaction they are undertaking in South Africa. The deal will see Lions Bay Resources, in which Metals One has a major stake, taking control of plant and more than two million ounces of historic gold resource. The assets are being bought out of business rescue, and there is a little bit more work to do yet, but a major milestone was passed this week when creditors at one of the assets, Barbrook, approved the deal.

    2370: Interview with Verici Dx CEO Sara Barrington

    Play Episode Listen Later Apr 16, 2026 12:52


    Watch on YouTube In this upbeat interview, CEO Sara Barrington of Verici DX  – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through today's positive and better than expected Q1'26 trading update.

    2369: Poolbeg hits significant milestone with POLB 001

    Play Episode Listen Later Apr 15, 2026 6:18


    Watch on YouTube Poolbeg has announced some significant updates for the POLB 001 TOPICAL trial. This is a significant milestone for the company, for many reason, as chief executive Jeremy Skillington and principle scientist Liam Tremble explain

    2368: hVIVO FY25 Results: Growth, Acquisitions and What Comes Next in 2026

    Play Episode Listen Later Apr 15, 2026 8:41


    hVIVO has reported full-year 2025 results against a tougher market backdrop, while continuing to reposition the business and integrate acquisitions. In this interview, CEO Mo Khan discusses the headline financials, the performance of the core human challenge trial business, the pressures faced during the year, and what investors should be looking for in 2026.

    2367: Quantum Data Energy CEO on Q1 Progress

    Play Episode Listen Later Apr 15, 2026 11:52


    Watch on YouTubeQuantum Data Energy CEO Pieter Krügel joins Vox Markets to discuss the Company's Q1 update, including performance across its UK power assets, progress on non-dilutive project-level financing, and the key milestones investors should watch over the coming year. He also explains how QDE is positioning itself to benefit from rising demand for power from AI and data centres.

    2366: Chancery Royalty gets set for US$7,000 gold

    Play Episode Listen Later Apr 14, 2026 13:58


    Watch on YoutubeFind out more about this Pre-IPO Investment OpportunityChancery Royalty is in the process of adding two new royalties to its portfolio of gold royalties, one in Canada and one in Central Asia. The company will then hold six royalties in total, including one over the Tulu Kapi gold mine in Ethiopia, currently being developed by KEFI. The plan is to list in Canada shortly via a reverse takeover, and potential investors still have the opportunity to participate. Chief executive Jeremy Gray joins us to tell us what the plans are, what the opportunity is, and where he thinks the gold price is going.

    2365: hVIVO Lands Influenza Trial Deal

    Play Episode Listen Later Apr 14, 2026 7:47


    Watch on YouTubeFollowing its latest contract win with Traws Pharma, hVIVO #HVO outlines how its ability to deliver human challenge trials, recruitment and lab services under one roof is resonating with clients. The interview explores the benefits of larger, more sophisticated studies and why influenza remains a key area for rapid, controlled clinical insights.

    2364: The Exchange with Jamie Ward

    Play Episode Listen Later Apr 13, 2026 73:37


    Watch on YouTubeIn this week's live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:00:00 Outlook for equities and how to identify ‘Wonder Stocks'.03:45 Experian07:20 Pinewood Technologies08:40 DCC11:30 Jet217:10 Focusrite21:30 Software Circle25:35 Sage29:15 Wise33:10 Vistry41:30 Alumasc43:25 Autotrader46:30 Rightmove48:20 Churchill China50:50 Brave Bison54:25 Crimson Tide60:25 Frasers63:20 Diageo67:55 Rosebank Industries69:35 Beeks Financial71:10 Banks72:35 Favourite stock idea for next 12 monthsPublished by Vox Markets

    2363: 2 P's on a Pod: M&A Premiums, Short Activity & Trends in UK Small Caps

    Play Episode Listen Later Apr 10, 2026 81:44


    Watch on YouTubeIn this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 15 stock ideas.00:00 6-12 month outlook for equities given ongoing Middle East conflict07:45 Van Elle11:10 Senior12:50 Gamma Communications16:20 Aptitude Software19:45 Celebrus Technologies24:45 Craneware29:30 Water Intelligence36:05 Impax Asset Management40:15 Intercede44:00 Kooth53:10 Close Bros56:05 Speedy Hire63:30 Solid State65:50 McBride75:35 Alfa Financial#VANL #SNR #GAMA #APTD #CBG #CRW #CLBS #IGP #WATR #KOO #SDY #SOLI #MCB #IPX #ALFA

    2362: Rome Resources wraps up drilling, assays next

    Play Episode Listen Later Apr 9, 2026 9:00


    Rome Resources has completed its latest round of drilling at the Kalayi prospect in the Democratic Republic of Congo. The company drilled just over 3,000 metres, and early results from XRF surveys look good, although these need to be confirmed by assays. The next step will be to put out an updated resource for Kalayi, expected around the end of May or early June. Rome's chief executive Paul Barrett joins Vox to tell us more

    2361: EGT Wind Power Pipeline Tops £100m

    Play Episode Listen Later Apr 9, 2026 9:23


    Watch on YouTubeEuropean Green Transition has released a quarterly update centred around the wind power business it bought recently. The company is seeing substantial business volumes and significant opportunities for growth in re-powering, and looks set to hit the revenue and EBITDA targets that it has previously released. Jack Kelly, EGT's CFO, and Fave Broadbent, managing director of the wind services business, join us to give a detailed breakdown of the numbers

    2360: 88 Energy: Is This the Breakthrough Moment?

    Play Episode Listen Later Apr 7, 2026 14:03


    Watch on YouTube88 Energy outlines its latest progress and upcoming catalysts, positioning the company for a potentially transformational period. With key milestones ahead, this interview explores why management believes momentum is building and what could drive the next phase of growth for investors.------------------------------------------------------------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------------------------------------------------------------

    2359: MedPal AI record £5m Run-Rate — Can AI Pharmacy Deliver Profits?

    Play Episode Listen Later Apr 7, 2026 7:18


    Watch on YouTubeMedPal AI delivered explosive pharmacy growth in March, hitting 41,600 dispensed items and a £5 million annualised revenue run-rate with strong gross margins, driven by NHS services and private GLP-1 demand. Sophisticated investors will focus on whether this scaling can convert into sustainable group-level profitability amid regulatory risks and competitive pressures in the UK digital health market

    2358: Tungsten to $1 million/t?

    Play Episode Listen Later Apr 2, 2026 14:58


    The tungsten price has been roaring away lately, and has recently hit $300,000/t. It's the perfect time to be bringing tungsten projects on stream, and Pure Tungsten has not one but two projects on the go. The first, in South Korea, should be up and running by the summer, while the second, in Tajikistan will be producing within a year. These projects will then scale up, to the point where Pure Tungsten could well end up challenging established players like Almonty. The mines are big, the grade is good, and the price is right. Pure Tungsten executive director Jeremy Gray joins Vox to tell us more.Pre-IPO Investment Opportunity: https://www.puretungsten.ca/puretungsten-equity-raise-rn?SQF_LEAD_SOURCE=vx

    2357: Tharisa initiates 60-year underground mining plan

    Play Episode Listen Later Apr 2, 2026 17:41


    Tharisa has begun underground operations at its South African platinum group metals and chrome mine. The first underground blast took place this week, and development is now underway. The company already has a well established track record of production from its open pit operations and these will continue for some time yet. But the move underground is designed to secure Tharisa's long-term future, and the company is talking about continuing to mine the reef for 60 years. Phoevos Pourolis, Tharisa's chief executive, joins us to tell us more about the underground development, as well as to talk about sentiment around PGMs and chrome, and the new chrome trading facilities that the company has recently put in place.

    2356: Quantum Helium now permitted to production

    Play Episode Listen Later Apr 2, 2026 11:55


    Quantum Helium has been awarded the operatorship of its Sagebrush asset in Colorado, the last in a line of regulatory hurdles that it had to clear before it was able to initiate major testwork. Accordingly, testing will now get underway shortly after Easter with a view to assessing flow rates, and moving the existing resource, as verified by Sproule, towards a reserve. Quantum Helium's chief executive Howard McLaughlin joins us to fill in the details

    2355: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

    Play Episode Listen Later Apr 1, 2026 77:25


    In this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies again for the quality of my video today, albeit the sound was fine. As such we're going to temporarily pause this weekly show until the technology has been fixed.00:00 Portfolio returns in Q1. Recent buys & sells,03:20 Topps Tiles & building products sector08:25 BRCK/Brickability11:20 Checkit14:05 Fonix18:50 Burford Capital21:35 Airlines & jet fuel costs24:00 hVivo26:45 Spectra Systems29:55 Activeops & software stocks36:05 tinyBuild & gaming companies41:00 Tribal46:15 Keystone Law & possible impact of agentic AI on professional services firms52:25 Plexus58:05 Anpario59:00 Lords Group Trading62:10 Future & other internet real estate assets68:50 Strix71:20 Bioventix

    2354: Interview with CEO Jerry Randall and CFO Danny Wells of Venture Life

    Play Episode Listen Later Mar 31, 2026 18:35


    Following today's positive and in line Dec'25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key strategic developments over the past year03:20 Drivers underpinning the double digit organic sales growth04:35 Financial highlights06:55 Future M&A strategy09:40 Possible impact from Middle East15:05  May FY'26 outlook & closing remarks

    2353: Poolbeg Pharma Secures First Oncology Patent for POLB 001

    Play Episode Listen Later Mar 31, 2026 7:04


    Poolbeg Pharma announces its first granted patent for POLB 001 in cancer immunotherapy-induced CRS, strengthening its global IP position. The milestone supports future partnering opportunities as the company advances toward key clinical data in 2026.

    2352: Vietnam Holding: Still More Upside in Vietnam Yet

    Play Episode Listen Later Mar 30, 2026 15:56


    Vietnam Holding's interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam's next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.

    2351: Lions Bay Capital targets 4.5m ounces of gold in SA

    Play Episode Listen Later Mar 26, 2026 9:05


    Watch on YouTubeLions Bay Capital (TSXV LBI) which has a close association with London-listed Metals One, has announced further progress on its plans to acquire the assets of Vantage Gold, a company which has been in the Business Rescue bankruptcy process in South Africa for some years. Vantage's assets include a sizeable 4.5 million ounce resource, as well as plant and significant underground development. The deal is somewhat intricate, both in terms of financing, and in terms of extracting the assets from the jurisdiction of the courts. John Byrne, Lions Bay's chairman, joins Vox to tell us how it all fits together.

    2350: 2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value

    Play Episode Listen Later Mar 25, 2026 58:27


    In this week's live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies for the quality of my video today (tech issue), albeit the sound fine.00:00 How to deal with the current extreme market volatility and pain03:30 Goodwin09:20 Spire Healthcare13:10 Pinewood AI Tech16:25 Volex19:30 Luceco22:25 Gamma Communications26:00 Crest Nicholson & housebuilders30:30 Grainger32:10 NIOX35:05 PZ Cussons37:05 S4 Capital39:40 The Mission Group43:10 Yougov48:45 Personal Group51:05 Mortgage Advice Bureau53:30 AOTI56:30 Bloomsbury Publishing#GDWN #SPI #PINE #LUCE #VLX #GAMA #CRST #GRI #NIOX #PZC #SFOR #TMG #YOU #PGH #AOTI #MAB1 #BMY

    2349: Tooru plc - The Growth Story

    Play Episode Listen Later Mar 24, 2026 7:50


    Tooru is highlighting recovery in supply, expanding distribution, and high-profile partnerships, but investors will be watching closely to see whether this translates into sustainable revenue growth, improved margins, and disciplined capital allocation amid expansion plans and potential acquisitions.

    2348: Rome hits more high grade tin at Kalayi

    Play Episode Listen Later Mar 24, 2026 7:48


    Watch on YouTubeRome Resources #RMR continues to drill at its Kalayi prospect on the Bisie North project in the Democratic Republic of Congo, and it continues to encounter high tin grades, albeit at this point indicated only by hand-held XRF survey. Nevertheless, the intercepts are wider too, so the combination of grade and width is very encouraging. One hole in particular stood out in this regard, and the company is now drilling below this hole to see if the mineralisation continues or increase. Rome's chief executive Paul Barrett tells us more.

    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

    Claim The Vox Markets Podcast

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel