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


    • Feb 25, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 19m AVG DURATION
    • 2,159 EPISODES


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    Latest episodes from The Vox Markets Podcast

    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.

    2298: hVIVO: Staying Resilient and Ready – CEO Mo Khan on 2025 Performance and the Road Ahead

    Play Episode Listen Later Jan 29, 2026 10:43


    In this exclusive conversation, hVIVO CEO Yamin ‘Mo' Khan joins us to discuss the company's FY2025 trading update, which delivered revenue in line with expectations and adjusted EBITDA ahead of guidance. Mo reflects on the successful integration of CRS and Cryostore, the company's strategic repositioning beyond human challenge trials, and how hVIVO is navigating a shifting clinical research landscape. With momentum building across all service lines, Mo also shares what investors can look forward to in 2026.

    2297: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

    Play Episode Listen Later Jan 28, 2026 78:12


    Watch on YouTubeIn this week's upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.00:00 Life Science REIT03:30 Auction Technology Group08:40 Spire Healthcare13:10 CT Automotive16:45 Marston's20:00 Mobico24:00 Cordel28:45 Proservice Building Services marketplace32:15 Use of Stop Losses37:00 Kooth41:45 EKF Diagnostics46:15 Paypoint49:40 Hargreaves Services53:25 Pebble Beach Systems57:20 Eagle Eye1:01:05 Lords Group Trading1:06:00 Craneware1:09:25 Eleco1:14:30 Venture Life#LABS #ATG #SPI #CTA #MARS #MCG #CRDL #PRO #KOO #EKF #PAY#HSP #PEB #EYE #LORD #CRW #ELCO #VLG

    2296: Q&A with Venture Life CFO Danny Wells

    Play Episode Listen Later Jan 27, 2026 18:40


    Following yesterday's positive and in line FY'25 trading update, CFO Danny Wells of Venture Life #VLG - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key drivers underpinning the double digit top line growth05:10 Health & Her/Him brand07:15 Performance overseas & expansion into US11:10 outlook for (17 months ending) May'26 & utilisation of £34.3m cash mountain16:45 Closing remarksDisclosure: Venture Life is a Vox Markets client

    2296: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard

    Play Episode Listen Later Jan 27, 2026 13:52


    Following today's strong and better than expected FY'25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the:00:00 Current demand picture and growth drivers.04:25 Financial highlights07:45 Future organic and acquisitive growth opportunities10:05 Outlook for 2026 & closing remarksDisclosure: I own shares in Eleco, who is also a Vox Markets client

    2295: Georgina Energy CEO on $25M Drill Deal: Is This the Start of a Helium Boom?

    Play Episode Listen Later Jan 27, 2026 10:02


    Georgina Energy (GEX.L) is pushing ahead at its Hussar EP513 prospect with a confirmed $25 million structured offtake funding deal from Harlequin Energy. CEO Tony Hamilton joins us to break down what this means for investors, how Georgina plans to monetise Helium, Hydrogen and Natural Gas, and the company's roadmap to becoming a producer. We also discuss Schlumberger's role, revised resource estimates, and the long-term strategy behind this non-dilutive funding model.

    2294: Harena's shares soar, as PFS showcases US$1bn cashflow potential

    Play Episode Listen Later Jan 26, 2026 14:02


    Harena Rare Earths has released details of a pre-feasibility study for its Ampasindava rare earths project in Madagascar. The study shows on a base case scenario that the project could generate around US$1bn in cash flow over a 20 year mine life. Capex is set at US$142 million, although further refinements as the DFS gets underway could reduce that. The upside scenario shows potential for US$2.6bn in cash flow, so there really is a lot to play for. Not surprising that the shares soared 25% on the news. Harena's executive chairman Ivan Murphy joins us to tell us what it all means, and what happens next.

    2293: Chancery Royalty offers investors pre-IPO opportunity in gold and silver

    Play Episode Listen Later Jan 23, 2026 25:56


    For more information you can contact Chancery Royalty at:Website: www.chanceryroyalty.comChancery Royalty is a new company in the gold and silver royalties space. It already has four royalties in its portfolio, including a significant royalty over KEFI Gold's Tulu Kapi gold mine, which is just going into construction. The company is now raising new funds in a pre-IPO round, and plans to list later this year, most probably in Canada. How is it valued compared to its peers? - very attractively, according to chief executive Jeremy Gray. He joins Vox to tell us more about Chancery's plans, and also to pitch us his predictions for the next upward leg in the gold price. US$7,700 anyone?Email Max: max.beck@chanceryroyalty.comEmail Edward: edward.balme@chanceryroyalty.comEmail Eric: eric.robinson@chanceryroyalty.com

    2292: 2 P's on a Pod: Which Takeover Bids Will Succeed?

    Play Episode Listen Later Jan 22, 2026 88:19


    In this week's upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Auction Technology Group06:30 Beazley08:55 Kitwave14:10 Delisting risk criteria16:35 NCC19:50 Evoke23:30 Flutter25:35 Gaming Realms26:15 Big Technologies31:15 Theworks.co.uk34:55 Treatt39:55 B&M European Retail43:10 Zotefoams47:40 Judges Scientific51:55 Kooth55:45 Beauty Tech Group1:00:25 Bango1:03:30 Boku1:05:20 Funding Circle1:08:30 Raspberry Pi1:14:55 JD Sports1:17:55 Wise1:23:45 Warpaint ATG #BEZ #KITW #NCC #EVOK #FLTR #GMR #BIG #WRKS #TET #BME #ZTF #JDG #KOO #TBTG #BGO #BOKU #FCH #RPI #JD. #WISE #W7L

    2291: Rome Resources could triple resource base at Kalayi with current drilling

    Play Episode Listen Later Jan 22, 2026 11:53


    Drilling continues on the ground at Rome Resources' Bisie North tin and copper project in the Democratic Republic of Congo. The rigs are currently at work on Kalayi, where the target is tin at depths of up to 250 metres. They will then move onto Mont Agoma where copper and zinc is situated alongside the tin. The current drill programme could end up tripling the resource base at Kalayi, according to Rome's chief executive Paul Barrett, although we'll have to wait for the assays before we know one way or another. In the meantime, the results from metallurgical work are due soon too.

    2290: Vietnam Holding: Year in Review 2025 and Outlook for 2026

    Play Episode Listen Later Jan 22, 2026 22:09


    Watch on YouTube2025 marked Vietnam Holding's #VNH 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam's equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplined investment approach. Developments in market structure and ongoing discount management remained key themes as the company looked ahead to 2026.

    2289: Mining Matters: We are now in a new commodities cycle, says SP Angel's John Meyer

    Play Episode Listen Later Jan 21, 2026 46:05


    Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots of action as 2026 really gets underway. The next big thing? - Indaba in Cape Town, early February.7:18 Anglo Asian Mining 8:40 Caledonia Mining 9:36 Power Metals10:41 Tertiary Minerals11:43 Metal's Exploration20:08 Andrada 20:41 Cornish Metals22:01 Rome Resources41:38 Atalaya41:55 Kefi 45:20 Kavango

    2288: Goldstone gets set to drill big in Ghana

    Play Episode Listen Later Jan 21, 2026 17:18


    Watch on YouTubeGoldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resource to justify the construction of a carbon-in-leach plant to take production to the next level. Goldstone's chief executive Emma Priestley joins Vox to give us more detail

    2287: Poolbeg Pharma on JPM 2026: Key Takeaways from Healthcare's Premier Investment Event

    Play Episode Listen Later Jan 21, 2026 11:18


    Watch on YouTubeFollowing attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg's strategy in the year ahead.

    2286: The Exchange with Judith MacKenzie of Downing

    Play Episode Listen Later Jan 19, 2026 71:30


    Watch on YouTubeIn this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:00:00 Equity outlook06:20 1Spatial10:10 Tracsis16:10 Eagle Eye22:35 Gaming Realms24:10 Ramsdens28:25 Synectics32:20 Cohort36:20 hVIVO41:20 Anpario45:30 Brave Bison48:40 Tatton Asset Management54:00 Avingtrans 56:35 Volex59:55 Flowtech Fluidpower1:01:50 James Latham1:05:25 Ashtead Technology1:06:25 The Property Franchise Group1:09:10 Favourite stock ideas for next 1-2 years. Anpario and Eagle Eye

    2285: Great Southern Copper all set for big drilling campaigns right across its portfolio

    Play Episode Listen Later Jan 19, 2026 16:03


    Watch on YouTubeGreat Southern Copper's #GSCU chief executive Sam Garrett joins Vox to talk about the company's exploration successes in Chile in 2025 and the company's plans to follow them up this year. The portfolio offers exposure to silver, copper and gold at very attractive grades, with plenty of upside on offer. Shares in Great Southern tripled over the past year, but relative to peers the company remains attractively valued. That may in part be because the peer group largely trades overseas, but either way, in the current favourable commodities price environment and with lots of drilling ahead and a steady stream of results likely to be coming in sooner rather than later interest in the company is likely to be considerable.

    2284: Pinnacle Silver & Gold to commence drilling shortly at El Portrero

    Play Episode Listen Later Jan 15, 2026 13:37


    Watch on YouTubePinnacle Silver & Gold #PINN will shortly commence drilling the underground portion of the El Potrero project in Mexico. The company spent much of last year working up the project to the point where it can be drilled and in the process returned some very high grade gold and silver samples. The project is dominated by gold mineralisation, but there's plenty of silver too, such that at today's prices the value split is about 60:40 in favor of gold. That's according to chief executive Bob Archer who joins us to talk about the drill plans, and further out, about plans to move the company into production too.

    2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems

    Play Episode Listen Later Jan 15, 2026 92:06


    In this week's upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:00:00 Oxford Biomedica03:50 IQE08:05 Robert Walters13:55 MS International, Cohort & defence sector19:35 Dunelm21:40 Shoe Zone25:45 Which retailers to look at27:20 Fevertree30:40 Premier Miton & fund manager headwinds38:40 Ashmore Group42:00 ME Group46:15 Eagle Eye52:35 Quartix Technologies57:50 Mpac Group64:05 Avacta70:05 Gamma Communications72:45 Xaar77:55 Iofina82:35 The Mission Group68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview

    2282: Q&A with CEO James Hickman and CFO Judy Happe of Finseta

    Play Episode Listen Later Jan 15, 2026 15:42


    In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today's FY'25 trading update with LFL sales rising 9% to £16.4m.00:00 Strategic progress & impressive growth in Dubai06:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)12:00 FY'26 outlook, valuation & closing remarks------------------------------------------------------------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

    2281: The Exchange with Christopher & Nick Mills of Harwood Capital

    Play Episode Listen Later Jan 14, 2026 80:22


    Watch on YoutubeIn 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 21 stock ideas, including:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              00:00 Equity outlook & closing NAV discounts05:45 Tribal10:10 Pinewood Technologies12:40 NCC14:55 Spire Healthcare18:00 EKF Diagnostics20:40 ProService Building Services (formerly HSS)26:05 NIOX30:10 Optima Health33:40 Pebble Group38:35 Paypoint41:45 Zigup44:55 Avingtrans47:50 Trifast52:45 Use of EBITDA vs EBIT/PBT as a valuation metric55:00 MJ Gleeson57:35 River Global B shares (re 30% ownership of Parmenion)60:45 Tate & Lyle62:00 Centaur Media63:20 Fevara66:05 Big Technologies68:05 Hargreaves Services71:30 Animalcare75:25 Favourite stock ideas for 2026. Trifast & Oryx International. #NAS #OIG #GLE #SPI #EKF #NIOX #PINE #TRB #BIG #PEBB #AVG #PAY #RVRB #NCC #TATE #HSP #ANCR #TRI #OPT #ZIG #CAU #PRO #FVA

    2280: ECR will start producing gold within a matter of days

    Play Episode Listen Later Jan 13, 2026 11:25


    Watch on YouTubeECR has hit the ground running in 2026, with a the hiring of a new team to initiate gold production at the Raglan project, and a £1.5 million fundraise which has brought institutions onto the register for the first time. Production is expected to start in a matter of days, and work to get Blue Mountain up and running is also gathering momentum. In the meantime there are opportunities aplenty on the company's exploration portfolio. Nick Tulloch, ECR's chairman, joins us with the latest

    2279: KEFI will be bigger than Atalaya, says Harry Anagnostaras-Adams

    Play Episode Listen Later Jan 13, 2026 22:54


    Watch on YouTubeKEFI Minerals is now moving into the construction phase at its Tulu Kapi gold project in Ethiopia, at a time when the gold price continues to hit new highs. According to one broker, this project is the second highest margin gold development project in Africa, and at a production level of 160,000 ounces, the cashflow is likely to run into hundreds of millions of dollars. But KEFI isn't just a one-trick pony. It is also exceptionally well positioned in Saudi Arabia, and even though Ethiopia takes priority, there is plenty of value and millions of ounces on offer there too. KEFI's chairman Harry Anagnostaras-Adams walks us through the latest.

    2278: Cadence expects cashflow from Azteca within six months

    Play Episode Listen Later Jan 9, 2026 16:58


    Watch on YouTubeCadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is already funded, and then production, slated to begin by the end of June. Kiran Morzaria is Cadence's chief executive, and he joins Vox to tell us more.

    2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

    Play Episode Listen Later Jan 8, 2026 76:29


    In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.00:00 Outlook for 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of London Investment Group23:20 Topps Tiles26:45 Restore32:55 RWS39:40 Greggs43:30 ITIM47:10 Cerillion51:50 accesso Technology55:05 Seeing Machines1:00:30 Quartix Technology and Microlise1:04:30 Videndum1:08:35 Gulf Marine Services1:21:30 MS International1:23:40 Cohort#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT-----------------------------------------------------------2 P's on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold.In this show you'll find:• Live responses to audience questions• Discussion of UK-listed companies and market developments• Commentary on macro trends, wider markets, and current news------------------------------------------------------------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------------------------------------------------------------THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW

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