The Vox Markets Podcast

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 Dianomi 07:45 Aptitude Software 11:40 Tribal Group 17:55 System1 & Brave Bison 23:55 Softcat 29:20 hVivo 33:40 Cerillion 42:05 Eagle Eye 50:05 CT Automotive 53:50 Pebble Beach Systems 56:50 GlobalData 64:30 Boohoo 68:45 Revolution Beauty 73:40 The Beauty Technology Group 75:10 PCI-Pal 81:35 Everplay #DNM #APT #TRB #SYS1 #BBSN #SCT #HVO #CER #EYE #CTA #PEB #DATA #DEBS #REVB #TBTG #PCIP #EVPL

European Green Transition CFO, Jack Kelly discusses the company’s first interim results following its transformational Wind Services acquisition. He explains the £17–18 million revenue outlook, the potential £126 million repowering opportunity and EGT’s route towards £50 million of annual revenue and double-digit EBITDA margins. #WindEnergy #Greenenergy #EGT

hVIVO CEO Mo Khan discusses the company’s interim performance, FY26 guidance and the progress of its end-to-end clinical services strategy. He also addresses the CFO transition, the CRS Berlin acquisition and hVIVO’s longer-term growth outlook. #HVO #CRS

Watch on YouTube In this upbeat interview, CEO Adam Holland & CFO Duncan Tyler of Mpac take me through today’s resilient H1’26 results and in line guidance, despite the challenging macro backdrop. 00:00 H1’26 order intake and current Q3 demand 08:40 Financial highlights and FY’26 outlook 13:00 Closing remarks

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 Latest buys this week. Dunelm, Hollywood Bowl and Renalytix 06:45 Eleco 12:30 Other possible Saas takeover ideas: Tribal, PCI-Pal, Beeks Financial, Quartix, Eagle Eye, Cerillion and Intercede. 16:25 Checkit 22:30 Sthree 26:00 Goodwin 32:45 MS International 35:10 Mortgage Advice Bureau 39:00 Funding Circle 44:10 Distribution Finance Capital Holdings 47:55 RentGuarantor 53:35 Gym Group 59:05 Spectra Systems 60:35 Morgan Sindall 61:50 Gear4Music 63:50 Itaconix 67:05 Victrex #DNLM #BOWL #RENX #ELCO #TRB #EYE #CKT #STEM #GDWN #MSI #MAB1 #FCH #DFCH #RGG #GYM #SPSC #MGNS #G4m #ITA #VCT

Watch on YouTube Pinnacle Silver & Gold has hit nearly 60 grams per tonne gold and more than 400 grams silver in one hole drilled from underground at the El Potrero project in Mexico. El Potrero was already known to be a high grade project, and drilling is ongoing. Chief executive Bob Archer joins Vox to tell us what it means, and where the company goes from here. Asked if there could be more intercepts like this one, he said he "wouldn't rule it out."

Watch on YouTube Rift Helium is mobilizing for its eagerly-anticipated 3D seismic survey at the Upepo project in Tanzania. The company will shoot the seismic over the coming weeks, and plans to release a resource update following completion. That in turn will lead on to drilling in the first half of next year. Chief executive Charles Fitzroy joins Vox from Tanzania to tell us more about the upcoming work, and to tell us what it all means

Watch on YouTube Prospex Energy CEO Tom Reynolds discusses record revenue from Selva, El Romeral’s move to cash self-sufficiency and progress towards a four-well Italian drilling programme. He also examines Viura’s development plans, the Mniszów oil opportunity and Prospex’s efforts to fund growth without shareholder dilution. #PXEN #Oil #Gas

Watch on YouTube Great Southern Copper has drilled 106 metres grading 0.33% copper with additional molybdenum at its Artemesia North project in Chile. The company is now confident it is sitting on a porphyry system of some kind, although the scale won't become clear until more work is done. In the meantime, assay results from more scout holes are pending. Chief executive Sam Garrett joins Vox to tell us what it means and what happens next. #Copper #Mining

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 Bodycote 05:05 Gamma Communications 07:35 Aptitude Software 10:55 Headlam, Likewise and Victoria 22:45 Pulsar Group (formerly Access Intelligence) 27:25 eEnergy 32:10 Crest Nicholson 35:30 Eurocell 39:35 Michelmersh Brick 45:20 TT Electronics 47:55 Hilton Foods 50:55 Jet2 54:00 Pinewood Technologies 56:45 Tribal Group 62:20 Alfa Financial 66:05 IG Group 69:35 Frontier Developments 72:55 tinyBuild and Devolver Digital 76:00 Ashtead Technologies and Gulf Marine Services 80:20 Morgan Advanced Materials 83:45 Rosebank Industries 85:15 What to look out for in Sept?

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 12 stock ideas. 00:00 Equity outlook for next 12 months 03:30 RentGuarantor 12:55 Managing risk of large positions 18:25 Likewise & what will happen post Headlam insolvency 29:40 Alumasc 36:00 Light Science Technologies 39:35 Transense Technologies 44:20 Audioboom 50:10 The Mission Group 56:00 Portmeirion 1:02:35 Mincon 1:10:30 Pebble Beach Systems 1:77:10 Fintel 1:11:20 Synectics 1:26:45 3 favourite stock ideas for 2026. RentGuarantor, Audioboom and Mincon #RGG #LIKE #ALU #LST #TRT #BOOM #TMG #PMP #MCON #PEB #FNTL #SNX

Find out more about the Pilar Gold Pre IPO Investment Opportunity - CLICK HERE Pilar Gold is now just a few short weeks away from gold production at its operations in Brazil. The company is rehabilitating three old mines, and is aiming to be producing 40,000 ounces of gold per year in the immediate term, rising to 80,000 ounces in the medium term. There's also the prospect of a significant resource upgrade from the currently booked four million ounces, as the existing resource was done at a much lower gold price. A listing is also in the works, potentially on NASDAQ, more details of which will be announced in due course. Pilar's chief executive Enrique de Alvear joins Vox to tell us more.

Pinnacle Silver & Gold is now a long way into its underground drilling programme at the El Potrero project in Mexico. The company has already drilled more than 70 holes, and is looking to do more than a hundred before this programme is finished. The work will go a long way towards advancing Pinnacle's understanding of the project, which it hopes to put into production around the end of next year. Chief executive Bob Archer joins Vox to tell us more.

Rift Helium has been granted its environmental impact approvals by the Tanzanian government, meaning the way is now all clear for Rift to press ahead with its planned 3D seismic and drilling programmes at the Upepop project in the Rukwa Basin. Seismic will get underway during the current quarter, with drilling due in the first half of next year. Rift's chief executive Charlie Fitzroy joins Vox to tell us more.

Blencowe Resources' graphite continues to meet approval from high end users, as the latest testing shows it effective in use in rockets travelling at Mach 5.5. Meanwhile, the company continues to work away at funding for the development of the Orom-Cross project, with off-take deals already in place for phase one. In this interview the company's chief executive Mike Ralston says he expects funding to be put in place by end-2026.

Dr Sybille Baumann, Medical Director of CRS Berlin, discusses the organisation’s specialist expertise in dermatology and women’s health, why joining hVIVO is the right next step, and what the deal means for clients, investigators and patients.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 GB Group 03:10 Thruvision 11:30 Kooth 18:30 Goodwin 24:50 Tracsis 33:45 S4 Capital 42:35 Focusrite 48:35 Hunting 54:35 Hvivo 57:30 JD Sports 61:15 Trainline 65:25 Boku 69:15 McBride 74:45 Solid State 78:25 Sysgroup 83:25 Volex 85:35 Halfords 88:50 Marshalls

Watch on YouTube Shaires Holdings (AIM: SHR) CEO Vivek “Vick” Seth explains how the AIM-quoted company secured exposure to seven of the world’s most closely watched private technology businesses, including Anthropic, Stripe and ByteDance. He discusses its distinctive share-exchange model, why Shaires chose London, how the portfolio will be valued and the company’s plans to expand to around 15 holdings. #AI #SHR

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks: 00:00 Equity outlook & consumer stocks 05:00 Gym Group 11:40 Avingtrans 20:35 Volex 26:40 Eagle Eye 29:40 Tracsis 34:10 Fonix 40:15 AB Dynamics 48:55 Yougov 58:50 Restore 1:02:05 Cohort 1:06:20 SRT Marine 1:12:00 AEP Plantations 1:18:20 James Latham 1:21:40 Springfield Properties 1:24:10 Optima Health 1:30:05 Favourite stock ideas for next 12 months. Volex & Yougov #GYM #AVG #VLX #EYE #TRCS #FNX #ABDP #YOU #RST #CHRT #SRT #AEP #LTHM #SPR #OPT

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas. 00:00 Thruvision 03:00 CML Microsystems 06:40 Tracsis 11:20 GB Group 20:00 Cohort 23:30 Alternative Income REIT 26:25 TheWorks and Kelso 30:50 Michael Page 38:45 Likewise 44:20 Microlise 50:50 Corero Network Solutions 55:20 Intercede 57:50 EKF Diagnostics 1:01:40 Zotefoams 1:03:30 Severfield 1:06:15 Jet2 1:09:55 LSL Property Services 1:10:55 PCI-Pal 1:12:50 Nichols 1:17:55 Vistry