Vox Markets Originals

On the Vox Markets Podcast 11.12.19   Andrew Knott, CEO of Savannah Petroleum #SAVP discusses the release of the CPR on their assets in Nigeria.Savannah Petroleum PLC is an AIM listed oil and gas company with exploration and production assets in Niger and Nigeria. Savannah's flagship assets include the R1/R2 and R3/R4 PSCs, which cover c.50% of the highly prospective Agadem Rift Basin ("ARB") of South East Niger, acquired in 2014/15. The Company is in the process of acquiring interests in the cash flow generative Uquo and Stubb Creek oil and gas fields and an interest in the Accugas midstream business in South East Nigeria from Seven Energy. John Meyer, Mining Analyst at SP Angel covers a few mining stocks and shares his thoughts on Glencore   Plus the Top 5 Most Followed Companies & the Top 5 Most Liked RNS’s on Vox Markets in the last 24 hours.   Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community.   #VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcast

Stephen Yiu, is the lead manager of the Blue Whale Growth Fund (https://bluewhale.co.uk/) , which has returned 48.8% since it launched less than 2 years ago. The fund aims to be the #1 global fund in the UK, attributing its stellar performance to its high conviction and high concentration investment approach, selecting only quality companies, at the right price, Stephen emphasises. This approach has enabled Blue Whale Capital to more than double from £80m at the start of the year to £205m, outperforming the MSCI World benchmark by 10% in the same time-frame. We discuss Stephen’s investment approach, why he believes Blue Whale Capital is a disruptor in the asset management industry, and more.

Simon has been a senior figure in the international investment management industry for more than three decades. After a career spanning more than a decade at S.G. Warburg, UBS, HSBC James Capel and Nomura, Simon created one of the industry’s first dedicated research and investment consulting businesses, Global Fund Analysis. He also played a pioneering role in seeding many of the incipient European hedge funds through the Fortune Group, that went on to become one of the UK’s pre-eminent hedge fund advisory firms before being successfully sold to Close Brothers Group PLC, in 2006. We discuss why emerging markets is ripe for stock picking, why investors are losers in the shift to passive investing, and why investors should not be perennially optimistic. 

Author of "Cannabis - and how to invest and operate in regulatory grey zones," Martin Summers joins us to explain how potential investors should best navigate the nuanced yet rapidly expanding world of cannabis investment.  Tune in as Martin lays out the nature of the medicinal cannabis sector in the UK and Europe, key recommendations on how to approach these regulatory grey zones, and the fundamental gap that must be closed before the sector can really take off.

Highly successful fund manager Charlie Morris joins Abraham Darwyne on Vox Markets' latest show, More Than A Market. They discuss investing in the current economic climate, his views on the pricing of stocks and blockchain, and why they both want the IPO window to stay open a little longer.

Lionel is CEO of Bitspread Financial Solutions. He has more than 20 years of investment banking experience at BNP, Credit Suisse, Bank of America/Merrill Lynch and CitiGroup, including global and Managing Director roles, heading several functions around Financial Engineering, Derivatives Research, Product Management, Complex Structuring and Market Risk. As the blockchain asset space rapidly becomes more institutionalised and professionalised, he believes it is the next frontier for finance. BitSpread is a blockchain asset research and advisory firm, who are the first to provide institutional quality capital protected investing strategies that limit the downside while providing exposure to the potential upside of cryptocurrencies.

With Accenture predicting that AI in healthcare could save the US healthcare economy $150 billion dollars, there is no wonder that this has engaged substantial technological growth within the sector in recent years.  AI application within drug development and its focus on primary drug discovery remains firmly within its infancy.  So, as a starting point, how do we understand the real implications and value of AI in primary drug discovery? We’ve turned to expert Jackie Hunter, Board Director of bioscience division BenevolentAI, to pinpoint the fundamentals here.

In this episode, we set out to understand more about the roll-out of 5G technologies, both in the UK and globally. Some experts believe 5G will usher in the Fourth Industrial Revolution-- a movement Forbes says will generate close to 1$ trillion in economic value by 2025. For consumers, 5G is promising lightning-fast speeds, up to 100 times faster than 4G, incredibly low latency, which could make the dream of driverless cars a reality, and capacity to carry massive numbers of connections simultaneously For telecoms companies, especially in the EU, 5G presents an opportunity to seriously rally their stock market after what the Financial Times called “a damaging decade-long price war over mobile data during the 4G era.” The UK government is putting a strong emphasis on 5G. Phillip Hammond, Chancellor of the Exchequer, has said he wants the UK to become a “world leader” in 5G. The government also published a 70-page manifesto on its future 5G strategy and committed to devoting up to £16 million of the budget to running 5G trials. We would like to thank our wonderful panel of guests: Benjamin Rhatigan, expert on the Industrial Internet of Things; Ian Fishwick, founder of AIM-listed   Follow Anna Tobin, Forbes contributor on European media and technology; and Mark Stansfeld, Chair of the Worcestershire Local Enterprise Partnership, currently overseeing one of Britain’s first official 5G factory rollouts.

Highly successful former fund manager Chris Bailey joins Abraham Darwyne on Vox Markets' latest show, More Than A Market. They discuss interesting investments, getting ahead of the curve and some of the insights that have brought Chris success in investing.

Justin Mcleod is a pioneer in the modern online dating field. He founded his company, Hinge, in 2011 as a website. Having re-branded and taken to market in the form of an app, the company is now firmly embedded within the landscape of a millenial revolution that combines technology and dating. We speak to Justin about his story, how he plans to revolutionise the sector and the company utilises how machine learning and AI are being marshalled to form the most efficient processes. 

In this episode of Business Lives, we spoke to millenial entrepreneur, Seth Maxwell, CEO and Co-Founder of the world's leading youth water activist organisation, The Thirst Project. Their mission? They put it simply: "To build a socially-conscious generation of young people who END the global water crisis. We do this by educating students about it and activating them to rock the clean water cause & build real water projects all over the world."

The 2018 Global Gender Gap Report, published by the World Economic Forum, benchmarks 149 countries on their progress towards gender parity across four thematic dimensions. Economic dimensions will, according to the report, take over 200 years to close. Alongside this, the report also noted a 72% gender gap in Artificial Intelligence, a sector which, it is stated, holds critical in-demand skill sets for the future. In this episode of Industry Experts, we speak to female tech entrepreneur Zara Nanu. Her company, Gapsquare, provides a straightforward AI-based software, and using this data, focuses on analysing and tackling the gender pay gap for any company. As a female in technology, and a leading expert on diversity and empowerment, Zara discusses with us the gender pay gap alongside equal pay, occupational segregation and changing culture in the workplace.

In this episode, we look at the integration and development of artificial intelligence (AI) into medical technologies, or as the sector is commonly referred to: Medtech. Countries today are racing to be the global leader in AI. Just earlier this month, President Donald Trump signed the “American A.I. Initiative,” an executive order meant to stimulate the development and regulation of artificial intelligence. Last year in the UK, Prime Minister Theresa May announced a plan to revolutionize how chronic diseases are diagnosed in the country by significantly increasing the use of data and AI. With AI technology growing ever more sophisticated and governments leaning into its use in healthcare, investment in the sector seems likely to grow. However, there are more reservations about data privacy and concerns over implementation when it comes to incorporating AI in healthcare practices. So, we turned to healthcare experts to help guide us through the opportunities, challenges, and serious investment opportunity that AI in Medtech presents. We would like to extend a massive thank you to our amazing guests: Dr. Robert Pearl, author of Washington Post bestseller 'Mistreated'; Dr. Jenny Barnett, Chief Scientific Officer of Cambridge Cognition; and Ariel Beery, CEO of MobileODT.

Spotlight is a new podcast series from Vox Markets that sheds light on sectors, trends, and innovations that the market has largely overlooked. Spotlight connects with change-makers to examine how fresh ideas and unexpected approaches are working to create real investment opportunities.  For our second episode, we looked at a new generation of entrepreneurs focused on redefining women’s health-- the rise of the FemTech sector. Market analysts Frost & Sullivan have forecast that the femtech sector will be worth $50 billion by 2025, spurred on by the almost $1 billion it has already received in funding over the last three years.  The women’s health industry, particularly in regards to technology, hadn’t seen innovation in decades. Today, the female leaders we spoke with, from the Chief Science Officer of the world’s most downloaded health app to the CEO of a company that could help the NHS save over £200 million a year, are seizing that lack in innovation as an opportunity to be first-movers in their field.  They are, as one of our guests put it, ‘designing with empathy’ in this multi-million pound industry. These female pioneers are reaping the rewards of a new revolution and it is clear there is no where to go but up.  We would like to extend a huge thank you to our wonderful guests: Tania Boler, CEO and Founder of Elvie; Bethany Edwards, Co-Founder and CEO of Lia Diagnostics; Monica Saini, Chief Medical Officer at Volpara Solutions; Anna Klepchukova, Chief Science Officer at FloHealth.

Before starting her own business, Lana Elie led a strong career in the fashion world, from marketing at Burberry to branding at VICE. This path led her to enter a new space that was unfamiliar territory. Living in a digital age, she recognised how the traditional florist had become constantly overshadowed.  There was a clear gap in the market for innovation to revitalise the way in which florists were represented online. So, as the sole founder of her company Floom, she sought to connect technology to an industry typically characterised through its archaic values and organic process. Founded in 2016, Floom supports and empowers independent florists, allowing them to sell their own bouquets online to customers through a tech-enabled marketplace.

Spotlight is a new podcast series from Vox Markets that sheds light on sectors, trends, and innovations that the market has largely overlooked. Spotlight connects with change-makers to examine how fresh ideas and unexpected approaches are working to create real investment opportunities.  Today, we look at the highly complex, yet undeniably booming, cannabis market. Historically, the potential cannabis market has been hampered by its stigmatisation and broad illegality. However, regulations regarding cannabis legalisation in the EU are rapidly changing; in just November of this year, the UK allowed doctors to write prescriptions for medicinal cannabis, and Luxembourg became the first EU country to legalize cannabis for recreational use. And as global momentum grows, entrepreneurs are now flooding the sector to provide a range of services that are clearly lacking. An industry report estimates that in 10 years, the total cannabis market could be worth over £100 billion. Yet, with uncertainty regarding legalization and a public stigma that remains hard to shake, some remain wary of jumping into this pivotal moment in cannabis markets development. We talked with cannabis experts, from growers to consultants and investors, to separate fact from fiction in this fickle, nascent yet ever-growing market.  We would like to extend a huge thank you to our wonderful guests: David Burden, Director of The London Botanists; Hadley Ford, CEO and Director of iAnthus Capital; Roy Bingham, Co-Founder and CEO of BDS Analytics; George McBride, Founder and CEO of Hanway Associates.

Peter Webb, Founder of Webb 360 Consultancy, is a leader in small cap market investment after decades working in the sector to amplify the added value of advisory services for SME's. Peter joined us to discuss what happened in 2018, explaining why small caps went from being standout performers to a sell-off, and shared his predictions for 2019, from what will hold the market to specific stocks worth investigating.

Tim Steer, author of the newly released book titled: “The signs were there”, on the Industry Experts Podcast. He discusses how the published accounts of companies show looming financial problems if only people would read and understand them.

Gervais Williams, award winning fund manager at Miton, who specialises in investing in small caps and micro caps speaks with our in-house journalist Abraham. He has worked in the City for 25 years, 17 of which were spent at Gartmore, where he managed clients’ investments in small to medium quoted companies.

Three years ago, Veronika Lovett was approached by her boss to work on ‘Project Esme’. The proposal was a response to an emerging behavioural trend of self-serving customers and alternative finance. It was clear that people were starting to rely less on institutional high street banks, even if this meant delving into their own personal finance to sustain their businesses. Veronika, along with co-founders Richard Kerton and Lucy Hasson, formed Esme to confront the ways in which business loans are dealt with. It was apparent to them that a certain stigma had attached feelings of fear and uncertainty to the process of seeking out a loan. The whole idea seemed regressive and in some cases people would end up worse off by trying to sustain business on their own. Underwritten by NatWest, Esme Loans represents an openness to approach innovation and technology. They stand on their own to realign the relationship between SMEs and banks, and they are doing this though their customer-focused digital platform characterised by simplicity and fast decisions.

Three years ago, Veronika Lovett was approached by her boss to work on ‘Project Esme’. The proposal was a response to an emerging behavioural trend of self-serving customers and alternative finance. It was clear that people were starting to rely less on institutional high street banks, even if this meant delving into their own personal finance to sustain their businesses. Veronika, along with co-founders Richard Kerton and Lucy Hasson, formed Esme to confront the ways in which business loans are dealt with. It was apparent to them that a certain stigma had attached feelings of fear and uncertainty to the process of seeking out a loan. The whole idea seemed regressive and in some cases people would end up worse off by trying to sustain business on their own. Underwritten by NatWest, Esme Loans represents an openness to approach innovation and technology. They stand on their own to realign the relationship between SMEs and banks, and they are doing this though their customer-focused digital platform characterised by simplicity and fast decisions.

Medical software diagnostic technology is not the most accessible industry for those of us outside the field. So, when an innovation comes along its hard to identify or quantify the real-life impact it can have. Luckily, we have IQAI COO David Smith on our podcast to tell us all about the tangible benefits their new imaging software can have on patients’ lives and how the consolidation of information made possible by AI will fundamentally improve the sector. Today, IQAI’s medical imaging software can tell a doctor running tests on a patient whether a spot on an MRI is showing residual tumour or merely a look-alike pool of blood. This technology, in turn, saves money, time, and, most importantly, promotes the patient’s well-being. In this Industry Experts episode, we ask David to walk us through the intricacies of medical imaging that elude us, how different national healthcare systems affect bringing IQAI’s products to market, and how AI is about to change the medical imaging world.

Today we host Duncan Cheatle, Founder and Chairman of The Supper Club, and Emma-Jane Packe, Managing Director, to discuss how the exclusive membership club has created a unique community, enabling hundreds of founders and CEOs to network with and support one another. Duncan and Emma-Jane reveal how to best nurture an entrepreneurial spirit, scale-up a company, and the key leadership skills necessary for success. They also discuss millennial’s impact on the business sector and strategies to navigate an impending Brexit.

Today we welcome Chris Sheldrick CEO and Co-Founder of What3Words, a geocoding systems company that has divided the world into 57 trillion 3m squares with the goal of revolutionising our location practices. After an injury derailed dreams of becoming a professional bassoon player, Chris used his knowledge of and passion for music to start two companies in the sector. A serial entrepreneur, W3W is Chris’s third company. Listen as he takes us through his unconventional journey to CEO and how he plans to change the world’s understanding and use of addresses.

On the Vox Markets Podcast, he discusses the origins of jigsaw trading, his take on current volatility, and the importance of order flow in trading.

Rayner Teo discusses transitioning from investing to trend/swing trading and the importance of mentorship.

50 Pips talks to Vox Markets, discussing current market volatility, the misconceptions associated with the life of a trader, and why realistic expectations and a deep understanding are crucial to success in the industry.

Sachin Oza from Reabold Resource talks about the future of the Oil & Gas Industry. He explains that the shift to renewables might not come as soon as we think and due to the important Oil & Gas play within our daily lives.

Big Dish's Aidan Bishop spoke to Will Theile, explain the future of the online table reservation industry.  The company owns an online restaurant reservation platform and mobile application operating under the BigDish brand. The Existing Group provides a yield management solution for restaurants by offering varying discounts to diners depending on preferred dining time. The Existing Group currently operates in the Philippines, Indonesia and Hong Kong and from Admission the Enlarged Group will also operate in the UK following completion of the acquisition of Pouncer (the operator of Tablepouncer.com, a UK restaurant reservation platform). The Enlarged Group’s business model is to derive revenue from a booking fee from restaurants per diner seated who have booked through the BigDish App or website. The Company also recently acquired the assets relating to a Philippines restaurant discovery platform which included the looloo.com website, a mobile app and the data of the associated users.

Listen the Chief Executive of KCR Residential talk about the potential of the rental residential property market.

Akshay Ruparelia is the founder of doorsteps.co.uk, an online estate agency business that was recently valued at £12m. In addition to becoming Britain's youngest millionaire at age 19, this year Akshay was the youngest person to be featured on The Sunday Times' Rich List 2018. In the interview with Will Theile, Akshay - who grew up with two deaf parents - speaks about founding the company, how he grew the business, and Doorstep's current Crowdcube campaign.

For this episode of Moving Averages, we take a look at the financial system 10 years on from the collapse of Lehman Brothers. The conversation is between Walbrook Economics founder Ewen Stewart and Scott Evans from London Business School. The base of the conversation is an in-depth research note by Ewen Stewart looking at the causes and effects of the 2008 financial crisis. For more please visit www.voxmarkets.co.uk

Paul Griffith, CEO of Predator Oil and Gas talks about their two assets. - Onshore Trinidad: Southern Basin Province - Offshore Ireland: Atlantic Margin

This week marks the 10 year anniversary of the collapse of Lehman Brothers, and the onset of the financial crash. Today we spoke to renowned financial commentator Justin Urqhart-Stewart about his memories of the crisis, what the global consequences were, and his belief that justice was not served for those who helped to perpetrate the collapse.

For a new Vox Markets podcast episode, we are taking a look at the diamond industry. Our guest is James Campbell, the Managing Director of Botswana Diamonds (BOD), a diamond exploration and project development company that holds exploration licences in Botswana and South Africa. In this podcast, James gives us a fascinating insight into the diamond industry, offering an overview of the science surrounding the formation of diamonds, how they are mined, some of the key political issues in the industry, and what the future holds.

In a new podcast episode, we take a look at the price of gold. The conversation, between Matt Fletcher & Scott Evans, takes a look at the "shadow price" of gold, the linkage between the US monetary base and the implied price of gold. Fletcher is a veteran investor who has spent time as a fund manager at Legal & General and an Investment Analyst at Merryl Lynch and Pioneer. Scott Evans is the co-author of the Numis Smaller Companies Index and has held positions such as First VP of Research at Merrill Lynch & Head of Equity Research at Espirito Santo. For most information please visit www.voxmarkets.co.uk

For a new Vox Markets podcast episode, we are taking a look at the offshore oil industry in the UK. Our guest today is Neill Carson, the Chief Executive of i3 Energy, an oil & gas development company focused on the North Sea. In this podcast, Neill offers an overview of the scale of offshore oil in the UK and touches on some of the key topics of debate in the industry. He also gives an insight into where the opportunities for future growth lie, in an area where 43bn barrels of oil have already been produced. The i3 Energy Chief Executive also answers a series of questions sent in by investors about the oil & gas industry and the company's progress with its development plans. This is a new podcast series from Vox Markets that seeks to provide insight from industry experts on their specialist sectors. Find out more here: www.voxmarkets.co.uk

Between 2016 and 2017 the global market for cobalt doubled from $4bn to $8bn, its price surging by 120%. This was driven by the growth of the EV market, with around 55% of the cobalt currently produced being used for rechargeable electric vehicle batteries, making it one of the most in-demand metals in the world. In a new podcast from Vox Markets, we speak to an expert in the cobalt industry - Roger Murphy from African Battery Metals (ABM) FOLLOW - about some of the key issues & debates surrounding the scarce metal. In this episode, we discuss just how reliant the electric vehicle market is on cobalt, touch on some of the political factors that impact the mining of the metal, and give some insight into what the future holds for the global market.

For this week's episode of Business Lives we are very pleased to welcome Aron Gelbard from Bloom & Wild. Aron is the CEO & founder of Bloom & Wild, an online flower delivery service that has become the second fastest-growing company in the UK. Bloom & Wild lets you send flowers as gifts to people straight through their letterbox after ordering online via its mobile app or website. In the interview, Aron speaks about the birth of the company, some of the mistakes they made along the way, and how they were able to scale the company as it grew 35% month-on-month. www.voxmarkets.co.uk

On Business Lives today, we welcome the founder of Nails Inc, Thea Green. Thea launched the business 15 years ago when she was 23 years old, and has since grown the company into the UK’s #1 nail bar chain. In the podcast episode, the former Tatler Fashion Editor speaks about how she was able to grow the company in a saturated market by looking at consumer habits in order to drive new trends. https://www.voxmarkets.co.uk

On today’s episode of Moving Averages, we welcome renowned trader Steve Burns. Steve Burns is a trading expert & educator with over 20 years of experience who runs the online platform New Trader U, a resource for people who want to build a strong trading foundation. In the Moving Averages podcast interview, Steve speaks about why almost 90% of new traders don't survive their first year in the market, and gives his key risk management advice to traders that he says can help them save "so much" money further down the line.

On today’s episode of Moving Averages, we welcome currency trader Joel Kruger. Joel is a seasoned foreign exchange professional and the founder of JKonFX.com. He started his career in investment banking and worked in currency strategy for top-tier fixed income research advisories and a leading foreign exchange broker before starting his own business in 2012. In the interview, Joel speaks about his journey from investment banking to currency trading, and gives insight into his theory that “less is more” with regards to trading.

On this week's podcast we have the co-founders of Friend Theory, Carlos Costa & Carlo Spada. They set up the Australian based company last year and gained 10,000 users in the first few weeks of launching. Friend Theory is a free online platform which allows you to stay with or host people you have mutual friends with. They offer free, friendly and trustworthy accommodation everywhere for everyone. Did you know that for every 100 friends, you have 27,000 friends of friends? Your social network is way more powerful than you think! https://www.friendtheory.com https://www.instagram.com/friendtheory/ https://www.facebook.com/friendtheory/