The Vox Markets Podcast

Watch on YouTube Metals One #MET1 has released its interim results in conjunction with news of a board reshuffle in which Dan Maling, one of the progenitors of the major financing the company undertook earlier in the year, becomes managing director. He joins Vox, along with Metals One executive chairman Craig Moulton, to talk us through the implications of the results and the company's wider strategy, now that the portfolio has expanded so significantly.

Watch on YouTube Shearwater Group plc #SWG is carving out its place in the booming cybersecurity market. In this introductory interview, their CEO, Phil Higgins explain how their subsidiaries work together, where growth will come from, and why retail investors should be paying attention now.

In this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today's strong H1'25 results and in line guidance. 00:00 Key growth drivers, profit margin expansion and current demand given the impressive Q2 momentum. 07:20 Progress wrt rolling out both the Dallas template, new products/services and customer feedback. 15:50 International expansion, H2 outlook & closing remarks.

Watch on YouTube Poolbeg Pharma #POLB CEO Jerremy Skillington discusses the company's H1 2025 results, a major update on POLB 001, and progress in the high-growth GLP-1 obesity space. A strong pipeline and multiple catalysts make this a story to watch

Watch on YouTube Poolbeg Pharma CEO Jeremy Skillington and Liam discuss the execution plan for their upcoming Phase 2a trial of POLB 001, a promising candidate in cancer immunotherapy. They detail the trial design, the selection of clinical partners, and the potential impact of the drug. Jeremy also outlines what investors can expect in the near term as the programme advances.

Watch on Youtube  Pinnacle Silver and Gold has released its latest set of sample results from exploration at and around its two historic mine sites in Mexico. The results showed high grade silver and gold, and suggested a continuity of mineralisation between the surface and the underground former workings. A new vein is also under investigation nearby, and allowing for permits underground drilling could start fairly soon. Chief executive Bob Archer joins us with the full story

Watch on YouTube In this interview, CEO Paul Mathieson outlines Amazing AI's dual strategy of regulated US consumer lending and international AI-driven credit services, while explaining the company's updated crypto treasury policy and its plans for growth in emerging markets.

Watch on YouTube European Green Transition's #EGT interims show plenty of activity in the first half of 2025, and signposts to plenty more in the coming months. CFO Jack Kelly joins Vox to talk us through the latest on Olserum, and also elaborates on just what the company means when it says it's looking for acquisitions beyond the green economy

Watch on YouTube In this positive interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today's strong FY'25 results and in line guidance. 00:00 Secular growth drivers and current demand picture 06:45 Orderbook & financial highlights 10:15 Progress with medical division 14:05 Possible M&A and future corporate exits 1530 FY26 outlook and closing remarks

hVIVO CEO Mo Khan discusses the company's H1 2025 results, the impact of CRO market headwinds, and progress on integrating CRS and Cryostore. He also touches on the strategic value of new Chairman Shaun Chilton and outlines what investors can expect for the rest of the year.

Watch on YouTube In this positive interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC  take me through today's H1'25 results and in line FY'25 guidance. 00:00 Order intake and current demand 07:00 Financial highlights 09:45 US consolidation and integration of acquisitions 13:50 Pension buy-in, FY'25 outlook and net debt 16:20 Closing remarks

Greg Martyr, executive chairman of Capital Metals, joins Vox for an update on progress at the company's Taprobane mineral sands project in Sri Lanka. Capital Metals is nearing a final investment decision for Taprobane, which looks to be a high-margin, low cost project, with plenty of upside. Upcoming results from a substantial drilling campaign should increase the size of the resource substantially.

Fintel CEO Matt Timmins reported strong half-year results with revenues up 19% and EBITDA up 17%. He highlighted growth in recurring SaaS revenues, the streamlined two-division structure, and successful integration of acquisitions.

Howard McLaughlin, interim chief executive of Mosman Oil & Gas, joins Vox for an update, following the release of a new independent consultant's report on its Sagebrush helium project in the USA. Significant helium is confirmed at Sagebrush, as well as substantial showings of natural gas and carbon dioxide. The potential dollar valuation of the project far exceeds the company's current market capitalisation, notwithstanding the recent share price surge.

Watch on YouTube #PCIP #SPI #BGO #EYE #PETS #ELCO #BIG #W7L #PZC #SUP #MCB #PGH #ADF #TMG #TEN #BRCK #ELM #JUP In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Key macro takeaways from past 7 days 03:10 PCI-PAL 08:50 Spire Healthcare 11:10 Bango 17:05 Pets at home 20:50 Warpaint 24:25 Eagle Eye 30:40 PZ Cussons 35:15 Big Technologies 39:00 The Mission Group 45:05 Eleco 49:55 Brickability 51:10 Personal Group 55:50 Ten Lifestyle 58:35 McBride 61:10 Elementis 63:50 Facilities of ADF 66:50 Supreme 69:20 Jupiter Fund Management Back in a fortnight for the next smallcap show.

Watch on YouTube Rome Resources #RMR chief executive Paul Barrett joins Vox to talk about the implications of the latest set of assay results from the Mont Agoma tin project in the Democratic Republic of Congo. A maiden resource is due by the end of this month, and the consistent high grades the company has been hitting ought to make for good reading inside a formal report, especially as the tin price is so high at the moment

Vox Markets speaks with John Shaw, CEO of Itaconix, on the company's record half-year results. John outlines the drivers behind growth, progress across Performance Ingredients, SPARX™, and the outlook for profitability

Following today's strong and in line H1'25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the Financial highlights, Current demand picture and industry growth drivers.

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 11 stock ideas. 00:00 Recent buys or sells. Eagle Eye & Warpaint 01:30 Warpaint 12:20 Treatt 19:40 Shield Therapeutics 27:55 Trainline 32:20 Gulf Marine Services 38:20 Flowtech Fluidpower 40:30 Usefulness of ‘Bowl' formations on share charts 44:30 PCI-PAL 50:50 Distribution Finance Capital Holdings 55:40 Lords Group Trading 59:10 Impact of 26th Nov Budget 1:04:20 Carclo 1:06:45 Capita #EYE #W7L #TET #STX #TRN #GMS #FLO #PCIP #DFCH #LORD #CAR #CPI

Watch on YouTube In this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today's H1'25 results with LFL sales rising 16% to £5.9m. 00:00 Summary of 1st half performance 04:25 Financial highlights 08:45 Update on new products and overall expansion 14:00 Cashflow & FY'25 outlook 19:30 Closing remarks

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 14 stock ideas. 00:00 Equity outlook and  ONWD's alpha generating investment strategy. 08:00 REACT 10:40 Springfield Properties & UK housing market 17:05 Venture Life 20:45 Celebrus Technologies 26:10 Synectics 31:35 Pebble Beach Systems 38:50 Alumasc 45:10 MPAC 50:55 Angling Direct 58:50 The Mission Group 62:20 Light Science Technologies 1:02:10 Likewise 1:08:50 Favourite stock ideas for next 12 months: LST and AudioBoom

Resourcing Tomorrow is London's major mining event. It takes place every year at the beginning of December, and draws industry professionals and investors in from around the world. This year's event looks to be a lively one, as the mining sector looks likely to be more buoyant than it has been for several years, with gold riding high and resource nationalism increasingly in the headlines. Resourcing Tomorrow's Divisional Director Andrew Thake joins Vox to talk about what we can expect this year, and to explain how the event sits inside the wider series of events known as London Mining Week

Cora Gold has just released a definitive feasibility study for its Sanankoro gold project in Mali. Chief executive Bert Monro joins Vox to give us the rundown on the numbers, and on what happens next.

MedPal AI has captured investor attention with a share price that's tripled since its AIM debut. CEO Jason Drummond, a seasoned entrepreneur with multiple IPOs under his belt, is betting big on an AI-powered wellness app that aims to disrupt the booming digital health market. In this interview, he discusses MedPal's mission, the path to monetisation.

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 27 stock ideas. 00:40 Warpaint 01:30 Shield Therapeutics 06:20 Ashtead Technology, Hunting & Plexus 10:35 Hilton Foods 14:55 Watches of Switzerland 16:20 Tracsis 19:05 Churchill China 20:15 Avingtrans 23:50 Grainger 28:00 Michelmersh Brick 32:25 Alumasc 35:05 XP Factory 37:30 JD Sports 41:15 Supreme 45:00 Maintel & agentic AI 49:00 Kainos 53:15 eEnergy 56:30 Johnson Service Group 59:30 gold miners Hochschild & Serabi Gold 1:02:35 Vesuvius 1:05:00 GB Group 1:06:40 Greggs 1:09:05 McBride 1:11:45 Eurocell #W7L #STX #AT. #HTG #POS #HFG #WOSG #TRCS #CHH #AVG #GRI #MBH #ALU #XPF #JD. #SUP #MAI #KNOS #EAAS #JSG #HOC #SRB #VSVS #GBG #GRG #MCB #ECEL

Harena Resources chairman Ivan Murphy has been marketing the company and its Ampasindava rare earths project in the USA and Australia over the past couple of weeks. Harena recently took 100% ownership of Ampasindava, and is moving towards attaining a mining licence. First production should be between 12-18 months after the licence is granted

KEFI Gold's Harry Anagnostaras-Adams joins Vox following the company's latest update in regard to the financing and early development works for the Tulu Kapi gold project in Ethiopia. The project financing is almost all in place, and completion is expected by the end of the month, at which point, full-scale production will begin. And all this, as Anagnostaras-Adams highlights, in the midst of an ongoing gold boom in Ethiopia.

Watch on YouTube In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 What today's UK inflation data means for bond yields and the stock market. 04:30 Will there be a peace deal between Russia & Ukraine? 05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines 08:20 Aurrigo International 11:00 Inspiration Healthcare 15:30 Costain 18:15 IWG/Regus 24:20 Thoughts on recovery of office market 25:40 Applied Nutrition 28:10 Tribal Group 34:25 Manolete 37:40 Feedback from conversation with Pennant International CEO 44:20 TT Electronics 48:00 Morgan Advanced Materials 52:30 Anglo Eastern Plantations 55:10 Coats 57:05 Ashtead Technology 1:02:45 Pebble Beach Systems 1:06:35 Tekmar Group 1:08:20 Revolution Beauty & possible trading read across to Warpaint #SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L

Watch on YouTube 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 14 stock ideas. 00:00 Equity outlook 03:00 When will there be a peace agreement between Ukraine and Russia? 05:50 Chemring 10:55 Qinetiq 12:20 Ashtead Technology 17:10 Serica Energy 21:20 Petrotal 23:55 Big Technologies 29:10 Kainos 34:40 Trainline 41:00 Greatland Gold 47:40 Hochschild 50:20 Tracsis 53:25 GB Group 58:25 Mercia Asset Management 61:40 Favourite stock idea for 2026. BOKU 

Watch on YouTube In an exclusive interview with Vox Markets, Fintel CEO Matt Timmins breaks down the company's strong H1 performance, highlights key growth drivers, and teases strategic partnerships and acquisitions on the horizon. With recurring revenues rising and digital transformation accelerating, Timmins outlines why Fintel is positioning itself as the “intel inside” of UK financial services. A must-watch for investors looking for steady growth and hidden upside.

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 Macro thoughts, valuations, QE and UK smallcaps  (05:30 Ultimate Products) 09:50 Treatt 18:50 Warpaint 22:15 CREO Medical 26:20 Supermarket Income REIT 28:50 Gambling stocks & Rank Group 30:35 Mears 34:00 Pennant International 38:10 Gemfields 40:45 Shoe Zone 44:25 XP Factory 49:20 Altitude Group 50:50 DotDigital 53:35 Trufin 57:20 Calnex 61:05 Beeks Financial 64:25 MHA 67:15 Pagegroup 70:30 B&M 73:35 Softcat

Watch on YouTube Paul Barrett, chief executive of Rome Resources joins Vox for an update, following the latest set of drill results from the company's Mont Agoma project in the Democratic Republic of Congo. The company continues to hit encouraging grades of tin and copper at Mont Agoma, as it heads towards a maiden resource, expected next month. Drilling will continue after that, though, and the signs are that the resource could get substantially bigger once more work is completed. Barrett sets out the company's plans in detail, and explains just how significant the grades Rome is encountering really are.

Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through yesterday's contract wins.

Watch on YouTube Harena Resources #HREE  has added a subscription to its its previously announced fundraising, and has now taken the total new money raised to £1.23 million. The company will use the money to proceed with work at its Ampasindava rare earths project in Madagascar, which chairman Ivan Murphy says may be in production within a year.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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