The Vox Markets Podcast

Watch on YouTube Tim Duncan, executive chairman of 1947 Oil & Gas and seasoned expert in operating in the Gulf of America joins Vox to talk about 1947s new London listing, its existing assets, and its plans for expansion. The company has a strategy of buying up assets in the Gulf of America that may be nearer to the end than the start of their production life, and thus less of priority for existing owners. This strategy has already proved effective with the portfolio that came into the company on listing, from which production has been increased considerably. Duncan talks about likely deal structures, the possible composition of the future portfolio and the oil price environment which is providing the backdrop to all this activity. #Oil #Gas #1947

Watch on YouTube In this upbeat interview, CEO Sara Barrington of Verici DX #VRCI – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through: 00:00 Reminder of Verici’s core USPs and technological lead 03:40 Update on commercial rollout 10:30 Market opportunity 16:05 £8.75m fund raise & cashflow breakeven 21:40 Other 2 diagnostics and product/service categories 33:05 Closing remarks

Watch on YouTube Zak Mir talks to Hewie Rattray, CEO London BTC, in the wake of yesterday's news regarding the London Stock Exchange main market-listed company. It announced the latest set of gold and silver assay results from the Company's recently staked Black Star Gold-Silver Project in Pershing County, Nevada. Grades were up to 43.38 g/t Gold at Black Star. They also discuss how the market views London BTC's focus on both Bitcoin and Gold.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. 00:00 Whitbread 04:10 Rank 07:55 MJ Gleeson 13:30 Brickability 20:15 Michelmersh Brick 23:40 Alumasc 27:10 Beeks Financial 35:05 Corero Network Security 42:45 Vanquis Bank 49:00 Vesuvius & RHI Magnesita 55:55 Likewise 52:00 Hunting 1:00:10 M&C Saatchi 1:03:50 S4 Capital 1:08:00 Computacenter 1:11:15 Shoezone 1:13:30 River Global B shares 1:16:30 Pulsar Group 1:20:30 Zinc Media #WTB #RNK #GLE #BRCK #MBH #ALU #BKS #CNS #VANQ #VSVS #RHIM #LIKE #HTG #SAA #SFOR #CCC #SHOE #RVRB #PULS #ZINC

Pinnacle Silver & Gold is now in receipt of a permit to drill at surface around old precious metals workings on the El Potrero project in Mexico. The company has already made significant progress drilling from underground in old adits, but can now broaden the scope of its exploration activities. There are also plans afoot to drill an area on a different part of the project that's prospective for polymetallic mineralization believed to be similar to that of the nearby Topia mine. Pinnacle's chief executive Bob Archer joins Alastair Ford at Vox to tell us more

TNR Gold has recently received a non-binding proposal from Canadian royalty giant Altius. Of interest to Altius is the royalty portfolio created, built and nurtured by TNR's team over many years. Executive chairman Kirill Klip joins Alastair Ford at Vox to outline some of the history of the company, who the key players in its development were, what the biggest achievements have been, and where things go from here

Prospex Energy (PXEN) continues the fundamental turnaround which has coincided with the arrival of CEO Tom Reynolds in February, and underlined in the Q3 update. Meaningful revenues are now the result across the company's European portfolio, with further expansion prospects in Poland. All of this is backed by higher gas prices than expected, with the share price up over 100% since August. Tom joins Zak Mir to talk through the update.

The US Government has designated helium as a critical material, as supply chain concerns continue amount amidst growing demand and uncertainties around the Iran war. For companies like Quantum Helium, which has a substantial helium resource safely inside the USA in Colorado, the new designation is very welcome. Not only is it likely to make permitting easier, but it also focusses minds. Quantum recently attended a major helium conference in the US, where the sentiment was said to be "buoyant". Chief executive Howard McLaughlin joins Vox to tell us more about that, and about the ongoing development work at the company's Sagebrush and Coyote Wash fields.

Watch on YouTube Former Harmony Gold chief executive Graham Briggs is joining Metals One as chair, as part of the wider transaction that will bring the 2.1 million ounce Barbrook gold mine into the company. Briggs has been involved with Barbrook for some time, and has been key to producing an updated competent person's report for the project. At this point, not all of the historic ounces will be brought into the updated resource, but there are a lot of known orebodies at Barbrook and huge potential. Briggs is joined in this video by Metals One's managing director Dan Maling who takes us through the latest developments at the corporate level. #MET1 Mining #Gold #southafrica

Watch on Youtube Shearwater Group CEO Phil Higgins & CFO Jonathan Hall discuss the company’s strong annualised revenue and adjusted EBITDA growth, and the outlook for FY27. We also examine margins, and how the group could deploy its £5.6 million cash balance. #SWG #Cybersecurity

Royalty giant Altius recently made a non-binding proposal to acquire TNR Gold, based on the strength of TNR's royalty portfolio in South America. So, what are these assets, and why is Altius so interested. TNR's executive chairman Kirill Klip joins Vox to give us a detailed insight into the value proposition that the company is offering, both with the royalties, and also with the Shotgun gold project in Alaska.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 30 stock ideas. 00:00 Mobico 05:40 Ashtead Technology 08:35 Vesuvius & RHI Magnesita deal 12:00 Gamma Communications 14:00 Volex 19:55 Netcall 24:35 Beeks Financial 25:50 Robinson 27:30 Inchcape 32:25 Stock modelling 35:10 Favourite REITs: Grainger & Unite 35:50 Robert Walters 40:25 Duke Capital 43:40 Burford Capital 45:35 James Cropper 46:40 Light Science Technologies 51:20 Invinity Energy Systems 56:30 Ensilica 59:50 Wickes 62:00 Halfords 63:15 Hardide 65:0 Arbuthnot Banking 68:05 Genuit 69:35 Bloomsbury Publishing 72:20 CT Automotive 74:00 RWS 75:20 Future 77:35 Elixrr 79:30 Bioventix 81:35 European Green Transition 82:30 Synthomer #MCG #AT. #VSVS #RHIM #GAMA #VLX #NET #BKS #RBN #INCH #GRI #UTG #RWA #DUKE #BUR #CRPR #LST #IES #ENSI #WIX #HFD #HDD #ARBB #GEN #BMY #CT.A #RWS #FUTR #ELIX #BVXP #EGT #SYNT

Cornish Tin & Lithium's exploration manager Ryan Hichens takes us through the opportunities on offer at the company's extensive portfolio of assets in the west of England. The company is gearing up for more drilling on Tregonning South, following a series of successful campaigns already undertaken. The project is prospective both for tin and lithium, and the aspiration is that by the end of the next drill campaign enough information will have been generated to create an inferred resource. After that the plan will be to move to do a scoping study.

Watch on YouTube Panther Metals has issued a prospectus ahead of a proposed listing on the CSE. The news follows on from a recent "flow-through" fundraising with Canadian investors, that will give the company at least a years' worth of working capital. Panther has been actively building networks in North America for some time, given the significant presence of critical minerals in its portfolio of assets in Ontario. Attention will now turn to the Obonga project in particular, where road access has just been established, and the opportunity is really opening up. Chief executive Darren Hazelwood joins Vox to tell us more.

TNR Gold has received a non-binding proposal from major shareholder Altius, the Canadian royalty giant. Of interest is TNR's royalty portfolio comprising major lithium and copper assets in South America. TNR is now considering its next move, but to date relations with Altius have been friendly, so there is a real possibility a a transaction will result. TNR's executive chairman Kirill Klip joins Vox to tell us about where the company's at, and where it goes from here.

In this investing masterclass, Richard Penny of Oberon Investments - kindly takes me through his view of the markets and latest thoughts on 20 companies. Apologies for the poor sound quality during the first 3 mins. 00:00 Equity outlook and how to invest in special situations. 04:20 Whitbread and Great Portland Estates 07:05 DF Capital 10:35 Verici Dx 14:05 InvestAcc 17:20 RM plc 21:55 Zegona Communications 25:10 Xaar 30:40 Eagle Eye 34:35 AdvancedADVT 37:20 Oxford Biomedica 41:15 CREO Medical 45:50 Genus 48:15 Mincon 50:05 Flowtech Fluidpower 52:10 Crest Nicholson 56:05 XP Factory 57:40 Acceler8 Ventures 60:15 Tekmar 62:20 One Health Group Holdings 65:45 Favourite stock ideas for next 12 months: InvestAcc and Arecor WTB #GPE #DFCH #VRCI #INAC #RM. #ZEG #XAR #EYE #ADVT #OXB #CREO #GNS #MCON #FLO #CRST #XPF #TGP #AC8 #OHGR

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 Buys & sells this week. Cavendish, Cerillion, Norcros & Corero Network Security 08:35 Activeops and possible Saaspocalypse. Alfa Financial & Eagle Eye 23:00 Thruvision 29:25 Sanderson Design Group 35:10 Big Technologies 43:35 Marston’s 46:30 Audioboom 49:00 Christie Group 52:10 Greencore 53:50 Dunelm 58:05 James Halstead 1:01:10 Where next for the UK recruiters? Hays, Page & Robert Walters 1:04:10 Wise 1:08:15 Iofina #CAV #CER #NXR #CNS #AOM #ALFA #EYE #THRU #SDG #BIG #MARS #BOOM #CTG #GNC #DNLM #JHD #HAS #PAGE #RWA #WISE #IOF

Watch on YouTube European Green Transition is continuing on its path to growth in the wind turbines and services business, with plenty of new leads and business generated in the third quarter. The company has also entered into a battery storage partnership. Dave Broadbank joins Vox to tell us how things stand and where the company goes from here #EGT #greenenergy

Watch on YouTube Tharisa #THS has released a fourth quarter and full year operational update detailing production numbers from its South African operation, and updating on ongoing expansion both in South African and Zimbabwe. The company boosted PGM and chrome production from its Tharisa mine in the fourth quarter, delivering in line with guidance, and against the backdrop of a favourable pricing environment. Expansion underground at the Tharisa mine continues, as does work on the new Karo project in Zimbabwe. These developments will likely double Tharisa's capacity over the medium term. Tharisa's chief executive Phoevos Pouroulis joins Vox to tell us more

In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00 Equity outlook 02:55 Activeops 07:50 Eleco 10:55 Bodycote 13:25 Trustpilot 19:20 GlobalData 22:05 Serabi Gold 26:35 Mortgage Advice Bureau 30:10 Travis Perkins 32:55 Oxford Biomedica 36:50 Oxford Nanopore 41:25 Avingtrans 44:50 Fisher (James) 47:15 Hunting 50:20 IG Group 55:20 Auction Technology Group 58:55 WAG Payment Solutions 1:02:05 Microlise Favourite stock idea for next 12 months. Trustpilot #AOM #ELCO #BOY #TRST #DATA #SRB #MAB1 #TPK #OXB #ONT #AVG #FSJ #HTG #IGG #ATG #EWG #SAAS ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn 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