Published by Vox Markets Podcast
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.
Listen on Apple PodcastsWatch on Youtube In this week’s live smallcap show, I discussed my latest thoughts on 23 stock ideas. Unfortunately though my partner in crime Paul Scott couldn’t join, albeit service will resume as normal next week (ie 12noon Fri 7th Aug) 00:00 Pinewood Tech 04:50 System1 & Brave Bison 09:55 Vanquis 14:45 Likewise 16:55 Optima Health 18:50 AB Dynamics 22:40 Lords Group Trading 26:55 Gear4Music 30:00 Supreme 33:15 PCI-Pal 35:00 Mondi 36:20 Wilmington 39:30 Alfa Financial 45:30 Tracsis 51:50 Porvair 54:15 Greggs 56:15 Sage 58:20 MONY 60:35 GB Group 64:00 Nichols 66:05 AOTI 69:10 Tristel 75:15 Journeo #PINE #SYS1 #VANQ #LIKE #OPT #ABDP #LORD #G4M #SUP #PCIP #MNDI #WIL #ALFA #PRV #GRG #TRCS #SGE #MONY #GBG #NICL #AOTI#TSTL #JNEO
Watch on Youtube: https://www.youtube.com/watch?v=l0SYUjeQwZE Find out more about this Pre IPO Investment Opportunity: https://invest.laivagold.com/?SQF_LEAD_SOURCE=vx Laiva Gold is getting set to restart operations at a major gold project in Finland. Plant and permits are already in place, drilling is ongoing, and a pre-IPO financing round is happening now. The plan is to list the company in September, and move towards gold production within about a year's time. How big is the project? Well, there's already a million ounces known about, but previous drilling ended in ore. The project is likely to get bigger, and an expansion of the plant capacity is on the cards. General manager Jim Jackson and financier Jeremy Gray join Vox to tell us more. #Gold #mining #IPO
Watch on YouTube Rift Helium #RIFT continues to make progress on its Rukwa project in Tanzania, where an environmental impact assessment is ongoing and likely to be completed soon. Once the official certificate is in, Rift will then commence a seismic survey, and the thinking is that that will be in the current quarter. Rift's chief executive Charlie FitzRoy joins Vox to tell us how it's all looking, what the drilling plans are, and to talk about how Rukwa sits in the context of the wider helium market.
Watch on YouTube In this investing masterclass, accomplished UK fund manager Abby Glennie of Aberdeen Investments walks me through her view of the markets and latest thoughts on 14 stocks (see below). Unfortunately though after 44 minutes, my sound strangely stopped being heard at Abby’s end - so the interview had to be cut early. 00:00 Equity outlook. 02:15 Mitie 03:30 Rotork 05:20 Auction Technology 07:25 Applied Nutrition 11:40 Computacenter 13:35 Softcat 14:20 How to pick software stocks in the new AI world 17:00 Alfa Financial 19:30 Craneware 25:25 GB Group 28:15 Atalaya Mining Copper 31:50 Pan African Resources 34:00 Capital Ltd 38:25 Ashtead Technology 42:55 Hunting
EDX Medical founder Professor Sir Chris Evans discusses the company’s growing portfolio of cancer and precision-diagnostic tests, including the newly launched BC95 bowel-cancer service and its employee health-screening opportunity covering 14,000 people.
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 25 stock ideas. 00:00 Any buys or sells this week? Shorted Nasdaq100. Sells: Gateley, Craneware & SThree. 08:35 Purchases: Eagle Eye, Whitbread and Kingfisher 14:35 Mitie 18:15 Segro 21:15 Fonix 24:45 Eleco 30:05 Craneware 32:20 Yu Group 34:20 Mortgage Advice Bureau 39:40 hVivo 46:30 Hardide 50:40 Videndum 55:50 Reach 58:50 Smiths News 62:30 JD Wetherspoon 65:20 Itaconix 66:55 SRT Marine Systems 70:20 James Halstead 74:10 Morgan Sindall 79:25 Dotdigital 76:35 TT Electronics 81:55 Bloomsbury Publishing
Getech CEO Chris Jepps discusses the company’s landmark €1m+ European Commission natural hydrogen contract, one of the largest in its history, alongside recent momentum in FY26 trading and new super-major oil and gas client wins.
Gunsynd has been getting busy on its Barb gold project in Manitoba this summer, returning several highly attractive results from an extensive sampling programme. The results will be fed into the company's geological modelling, and go towards zeroing in on targets for subsequent drilling. Gunsynd executive director Hamish Harris joins Vox to outline the significance of Barb, to talk about recent additions to the licence and to spell out what happens next.
Following today’s strong and ‘in line’ H1’26 trading udpdate, 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 business’ growth drivers. 04:35 Financial highlights 07:30 Agentic AI, new product development and cyber security 14:30 Outlook for 2026 & closing remarks
Cornish Tin & Lithium is now contemplating a fourth phase of drilling at its Tregonning South project in Cornwall, following a successful third phase that established the presence of significant tin and lithium across a broad area. The fourth phase of drilling, when it comes, will be used to provide data to generate an inferred resource, and that in turn will underpin a pre-feasibility study. Sally Norcross-Webb, the company's CEO, joins Vox to tell us more
The DFC, the investment arm of the US government, has committed just under US$5 million to the development of the Ampasindava ionic clay rare earths project in Madagascar, owned by Harena Rare Earths. The DFC conducted significant due diligence over many months, and the likelihood is that the bank will follow up this initial financing with a more sizeable package when it comes to putting Ampasindava into production. First concentrate is expected within 24 months, according to Harena's executive chairman Ivan Murphy. He joins Vox to tell us more.
In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas: 00:00 Equity outlook and AIM vs Main market stocks 07:10 Goodwin & how to deal with major portfolio knocks 15:05 Saga 21:20 Filtronic 27:10 Seraphim Space Investment Trust 33:45 UK recruiters: Hays, Page, Robert Walters and FDM 47:50 Computacenter 49:20 Softcat 54:15 Home power generation 57:30 Pinewood Technologies 62:40 Warpaint and Potter & Moore 67:15 Holding periods and cash levels 68:50 Liontrust Asset Management 71:40 Selling too soon 75:15 Marshalls and UK house builders 79:05 SigmaRoc 82:05 Funding Circle 88:45 XP Power 93:40 Marston’s 96:50 Victrex 98:40 Zotefoams 99:30 Halfords 102:20 CMC Markets 105:40 Volex 106:40 Dialight
Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas. 00:00 Rotork 04:45 Gooch & Housego 08:10 System1 and Brave Bison 13:55 Ramsdens 16:15 AdvancedADVT 25:55 M&C Saatchi 27:30 Cake Box 31:50 Alumasc 36:35 Eagle Eye 41:40 Big Technologies 44:30 Beeks Financial 47:20 Lendinvest 50:00 Foxtons 52:10 Headlam/Likewise 54:25 Alfa Financial 58:55 Cerillion 61:30 BRCK / Brickability 63:40 Vistry 68:00 Dr Martens 69:40 Capital Ltd 72:50 Sysgroup 75:35 MS International #ROR #GHH #SYS1 #BBSN #RFX #ADVT #SAA #CBOX #ALU #EYE #BIG #BKS #LINV #FOXT #HEAD #LIKE #ALFA #CER #BRCK #VTY #DOCS #SYS #CAPD #MSI
Watch on YouTube Winshear Metals has released the results of an electromagnetic survey conducted on its Portsoy nickel-copper-cobalt project in Scotland. The survey revealed a large conductor beneath the surface at Portsoy, which Winshear now plans to investigate further. Previous drilling, for which assays are pending, indicated the presence of massive sulphide and disseminated sulphides at Portsoy, so the prospectivity is very high. The company plans more drilling in due course, as it moves towards the delineation of a mineral resource estimate. Chief executive Richard Williams joins Vox to tell us more.
Watch on YouTube Poolbeg Pharma has dosed the first patient in its POLB 001 TOPICAL clinical trial, marking the start of a key execution phase for its CRS prevention programme. With UCLH activated, further sites expected, interim data targeted for summer 2026 and partnering discussions ongoing, investors will be watching whether clinical progress can validate the programme’s claimed commercial potential.
Watch on YouTube European Green Transition has released a second quarter update from its Wind Energy Services business, highlighting significant growth and growth potential in its repowering and operations and maintenance businesses. The overall potential pipeline in repowering could amount to as much as £126 million in revenue. Meanwhile the broader economic backdrop, in which governments continue to seek energy security via home-grown green energy projects, continues to be favourable. Dave Broadbank, the managing director of the Wind Energy Services business, joins Vox to tell us more.
Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 01:10 easyjet 04:55 Jet2 08:10 Aim vs Main market listing 10:05 Avingtrans 14:30 Keller 16:40 UK housebuilders: Vistry, MJ Gleeson, Crest Nicholson and Henry Boot 25:10 Capita 30:55 Boku and Bango 37:15 Victrex 43:30 Johnson Service Group 46:05 Tristel 51:10 Playtech 54:45 Hostelworld 57:50 Hays 62:15 Victoria 66:45 Next 15 70:20 Renishaw 72:55 Water Intelligence 77:55 MedPal AI #EZJ #JET2 #AVG #KLR #VTY #GLE #CRST #BOOT #CPI #BOKU #BGO #TSTL #VCT #HAS #PTEC #HSW #RSW #VCP #NFG #JSG #WATR #MPAL
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 last week’s ‘in line’ FY’25 results and positive outlook. Disclosure: Verici is a Vox Markets client
Great Western Mining Corp PLC : More tungsten assay results from Defender-Pine Crow Great Western Mining has released the results of a machine-cut channel sampling programme undertaken at its Defender-Pine Crow tungsten project in Nevada. The company cut four channels, and each showed tungsten mineralisation comparable to other projects in the area, notably that of Guardian Metals at Pilot Mountain. More channel samples will now likely be taken as the company moves towards a drilling campaign set to get underway in the next few weeks. Meanwhile, behind the scenes, metallurgical work is also ongoing. Great Western chief executive Ed Loye joins Vox to tell us more. ▶️ Watch the full interview: https://www.youtube.com/watch?v=ReXLQQUTm5w
Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. 00:00 Portfolio performance in H1’26 02:45 Craneware 17:25 CMC Markets 21:45 Topps Tiles 25:45 James Latham 30:05 Activeops 41:20 Focusrite 45:15 Cake Box 49:05 Proservice Building Services 53:30 Seeing Machines 58:50 Invinity Energy Systems 61:50 JD Sports 63:45 AdvancedADVT 66:30 Filtronic 69:40 Kooth 73:05 Trifast 76:40 Cerillion 78:40 James Halstead 80:20 Outlook for H2’26