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The Vox Markets Podcast

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.
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show series
 
Watch on YouTube In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportuniti…
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Watch on YouTube In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following: 00:00 Equity outlook 04:30 Activeops 09:00 Pinewood Technologies 12:00 Tribal 16:25 Netcall 21:50 Franchise Brands 25:25 MPAC 28:20 Capita 32:40 Iomart 37:30 Nichols 40:05 Spire Healthcare 43…
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MedPal AI #MPAL has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,00…
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Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happen…
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Recent buys/sells. Spectra Systems, Shield Therapeutics and Beeks Financial 02:45 Treatt 08:05 Brave Bison / M&C Saatchi 11:55 TT Electronics 16:25 Audioboom 20:45 Unite Group / Empiric Student Proper…
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In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong Q3’YTD results, positive outlook and increasing momentum. 00:00 Key growth drivers, profit margin expansion and ongoing momentum. 07:30 Progress wrt rolling out both the Dallas template, new products/se…
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Watch on YouTube Amazing AI plc (AQSE: #AAI), a global fintech firm known for its online lending and AI-driven financial services, has made its first move into digital assets with a small Bitcoin purchase through its Mauritius subsidiary. Dubbed “Digital Asset Treasury 3.0”, the strategy aims to build a diversified crypto portfolio including Ethere…
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Watch on YouTube Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, a…
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Harena Rare Earths released full year results the other day, showcasing the company's robust financial and operational position in its first major set of financials since listing earlier in the year. The company continues to boost its profile in the US, ahead of major updates on the ground due from its Ampasindava rare earths project in Madagascar.…
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Watch on YouTube In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus Investments takes me through his latest thoughts on the following: 00:00 Equity outlook. 02:50 BOKU 07:20 WISE 10:00 PCI-Pal 15:15 GB Group 20:25 Raspberry Pi 24:35 Ensilica 28:00 Volution 30:30 Optima Health 32:05 IXICO 35:05 Diaceutics 37:45 Hviv…
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Watch on YouTube Cindrigo has listed on the main board of the London Stock Exchange with an initial market capitalisation of £40 million. The company plans to develop geothermal projects in Germany, backed by cashflow from a near-term development project in Finland. Chief executive Lars Gulstrand joins Vox to offer an insight into the precise natur…
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Watch on YouTube Hemogenyx #HEMO has been given clearance to proceed with the next stage of testing in regard to its HG-CT1 therapy, which is designed to treat leukemia. Hemogenyx's chief executive Vladislav Sandler joins us to talk about the implications of continuing the trials, how they will be structured, and widened with the addition of testin…
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Watch on YouTube Gunsynd's Hamish Harris joins Vox for an update, following the release of high grade gold and silver sampling results from the company's Canadian projects. The Barb project showed high gold grades, while Bear Twit showed high silver, lead, and zinc. Harris also updated on a company Gunsynd has a significant stake in, Richmond Hill.…
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Watch on YouTube European Green Transition has announced that it has entered into a six-month option agreement for the potential sale of the Pajala copper project in Sweden. With copper prices riding high, it's a good time to be transacting on copper, and it may be that the deal presages a bigger one in relation to EGT's Olserum rare earths project…
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Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas. 00:00 Recent buys/sells 02:30 MJ Gleeson 05:20 Idox 08:05 Mpac 12:25 Alumasc 15:35 Bioventix 19:15 Auction Technology Group 23:05 RWS 27:05 Centaur Media 29:25 Ingenta 31:35 Light Sciences …
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Watch on YouTube Tooru plc (AIM: TORU) has announced that its gluten-free brand OAF — born out of its Juvela business — has expanded to eight product listings in Tesco, with week-on-week growth and advanced talks underway with other major supermarket chains. Unlike most gluten-free brands that rely on rice flour, OAF and Juvela use a unique gluten-…
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Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. Many apologies too about the quality of my video feed (sound was fine), which may have been caused by a connection &/or broadband issue. 00:00 Health of the UK IPO market and upcoming Shawb…
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Watch on YouTube MedPal AI has unveiled a fully automated, AI-integrated national distribution centre in Swaffham, enabling it to fulfil over 100,000 prescriptions a month. Backed by a rare DSP licence and fresh funding, this move creates a vertically integrated, low-cost prescription fulfilment model aimed at both NHS and private markets. With AI …
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Watch on YouTube KEFI Gold and Copper #KEFI has signed a US$240 million dollar debt deal with two lenders for the development of its Tulu Kapi gold mine in Ethiopia. The closing debt finance allows KEFI to move towards the completion of the equity portion of the funding, for which many local and international investors are already lined up. KEFI's …
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In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 18 stock ideas: 00:00 Equity outlook, YTD’25 portfolio returns and cash position 05:05 Carclo 13:35 B&M European Retail 16:35 Filtronic 18:35 CML Microsystems 24:05 Anglo‑Eastern Plantations 28:05 Fun…
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Blencowe's chief executive Mike Ralston joins Vox for an update on results from the latest testwork conducted on graphite from the company's Orom-Cross project in Uganda. Thus far, graphite tested has proved to be of exceptional quality, and highly desirable for potential off-takers and other customers. Ralston also updated on progress with the ong…
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In this exciting interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand Slimfast, alongside last month's purchase of heritage carpet care brand “1001”.Από τον Vox Markets Podcast
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Prospex Energy (AIM: PXEN) has resumed gas production from the Viura field in northern Spain, a crucial asset for the company. The company stands to benefit from increased cashflow, CEO Mark Routh discusses the operational turnaround, financial implications, and what’s next for this cornerstone project.…
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Watch on YouTube Rare earths specialist Harena Resources is busy networking itself into America, via high-level government meetings, a listing on the OTC, and the securing of a significant US presence on the share register. A preliminary feasibility study is nearing completion at its Ampasindava project in Madagascar, and financial results are also…
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Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 Today’s positive Sept FY’25 trading update alongside yesterday’s 2 impressive contract wins. 06:64 FY’26 outlook & beyond 11:35 Closing remarksΑπό τον Vox Markets Podcast
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 27 stock ideas. 00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group 05:25 Is this a bear or bull market for smallcaps? 06:30 Activeops 11:50 1Spatial (also 17:25 & 30:50) 15:05 Getbusy 17:40…
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Watch on YouTube Mosman Oil & Gas has released an internal best estimate for the helium resource at its Coyote Wash project in Colorado. Using a conservative methodology laid down by independent consultants Sproule, Mosman reckons the overall resource at Coyote Wash to be a little over a billion cubic feet of helium. That's big, chief executive How…
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Watch on YouTube UK Oil & Gas has recently generated significant investor interest in its hydrogen projects, raising £4.5 million and partnering National Gas. The move is part of a transition away from traditional oil & gas assets, as chief executive Stephen Sanderson explains. More strategic partnerships may follow.…
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Watch on YouTube In this week’s Exchange, accomplished UK fund manager Richard Staveley of Rockwood Strategic investment trust, takes me through his latest thoughts on the following: 00:00 Stock picking magic behind Rockwood’s alpha generation 06:50 Filtronic 16:15 Treatt 24:05 Funding Circle 31:20 Vanquis 39:20 Mercia Asset Management 44:35 Trifas…
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KEFI chairman Harry Anagnostaras-Adams chats to Vox about the implications of the current strength in the gold price, discounting the idea that it's a bubble and arguing instead that a new normal has been created. Central bank buying of gold will continue, he says, and there's a possibility the price could go still higher. Meanwhile, KEFI continues…
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas. 00:00 Recent buys & sells. Spectra Systems and Beeks Financials 01:35 & 06:25 Treatt 04:00 Tate & Lyle 08:25 Beeks Financial 16:05 Intercede 20:30 Unite Group 24:10 Grainger 25:40 B&M 30:20 Beauty Tech 34:5…
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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: 00:00 Progress on #VRCI’s commercialisation strategy following July’s £6.35m fund raise and Monday’s in line H1’25 results. 11:20 Future Tutivia volumes and #VRCI breakeven sales…
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In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 22 stock ideas. 00:00 Outlook for small/midcap equities. 02:50 Opportunity for gold and strategic metals miners, 04:30 Thor Explorations 06:55 KEFI Gold & Copper 08:55 Gold price 10:15 Guardia…
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In this episode, we sit down with the team behind Amazing AI plc to unpack their latest strategic moves — from launching high-yield consumer lending in the US to rolling out a new Crypto Treasury Policy starting with Bitcoin. We discuss the recent loan facility amendment backed by CEO Paul Mathieson, the decision to cancel the WRAP retail offer, an…
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Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Key macro takeaways from past fortnight 01:55 JD Sports 03:00 PCI-Pal 07:20 Wise 09:00 Spectra Systems 15:35 Water Intelligence 21:35 Tate & Lyle 26:25 Treatt 30:15 Ixico 33:05 Animal…
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MedPal AI has just acquired a licensed online pharmacy and raised £550k to support its next big move: entering the fast-growing GLP‑1 weight-loss market. With drugs like Ozempic and Mounjaro in high demand — and online prescribing facing tighter regulation — MedPal is combining AI health coaching with compliant, NHS-linked pharmacy fulfilment. CEO …
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ECR Minerals has announced the acquisition of the Raglan alluvial gold project in Australia, in conjunction with a £650,000 fundraise. ECR's chairman joins us to explain the thinking behind the deal, which should make ECR cash generative next year.Από τον Vox Markets Podcast
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Watch on YouTube Following Tuesday’s strong and in line H1’25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly take me through the: 00:00 Recent strategic developments 03:40 Financial highlights 11:30 Future M&A and organic growth opportunities 15:30 New product development 17:05 …
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Watch on YouTube Metals One #MET1 has released its interim results in conjunction with news of a board reshuffle in which Dan Maling, one of the progenitors of the major financing the company undertook earlier in the year, becomes managing director. He joins Vox, along with Metals One executive chairman Craig Moulton, to talk us through the implica…
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Watch on YouTube Shearwater Group plc #SWG is carving out its place in the booming cybersecurity market. In this introductory interview, their CEO, Phil Higgins explain how their subsidiaries work together, where growth will come from, and why retail investors should be paying attention now.Από τον Vox Markets Podcast
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In this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong H1’25 results and in line guidance. 00:00 Key growth drivers, profit margin expansion and current demand given the impressive Q2 momentum. 07:20 Progress wrt rolling out both the Dallas template,…
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Watch on YouTube Poolbeg Pharma #POLB CEO Jerremy Skillington discusses the company’s H1 2025 results, a major update on POLB 001, and progress in the high-growth GLP-1 obesity space. A strong pipeline and multiple catalysts make this a story to watchΑπό τον Vox Markets Podcast
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Watch on YouTube Poolbeg Pharma CEO Jeremy Skillington and Liam discuss the execution plan for their upcoming Phase 2a trial of POLB 001, a promising candidate in cancer immunotherapy. They detail the trial design, the selection of clinical partners, and the potential impact of the drug. Jeremy also outlines what investors can expect in the near te…
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Watch on Youtube Pinnacle Silver and Gold has released its latest set of sample results from exploration at and around its two historic mine sites in Mexico. The results showed high grade silver and gold, and suggested a continuity of mineralisation between the surface and the underground former workings. A new vein is also under investigation near…
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Watch on YouTube In this interview, CEO Paul Mathieson outlines Amazing AI’s dual strategy of regulated US consumer lending and international AI-driven credit services, while explaining the company’s updated crypto treasury policy and its plans for growth in emerging markets.Από τον Vox Markets Podcast
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Watch on YouTube European Green Transition's #EGT interims show plenty of activity in the first half of 2025, and signposts to plenty more in the coming months. CFO Jack Kelly joins Vox to talk us through the latest on Olserum, and also elaborates on just what the company means when it says it's looking for acquisitions beyond the green economy…
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Watch on YouTube In this positive interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s strong FY’25 results and in line guidance. 00:00 Secular growth drivers and current demand picture 06:45 Orderbook & financial highlights 10:15 Progress with medical division 14:05 Possible M&A and future corporate exits 1530 FY…
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hVIVO CEO Mo Khan discusses the company’s H1 2025 results, the impact of CRO market headwinds, and progress on integrating CRS and Cryostore. He also touches on the strategic value of new Chairman Shaun Chilton and outlines what investors can expect for the rest of the year.Από τον Vox Markets Podcast
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Watch on YouTube In this positive interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC take me through today’s H1’25 results and in line FY’25 guidance. 00:00 Order intake and current demand 07:00 Financial highlights 09:45 US consolidation and integration of acquisitions 13:50 Pension buy-in, FY’25 outlook and net debt 16:20 C…
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Greg Martyr, executive chairman of Capital Metals, joins Vox for an update on progress at the company's Taprobane mineral sands project in Sri Lanka. Capital Metals is nearing a final investment decision for Taprobane, which looks to be a high-margin, low cost project, with plenty of upside. Upcoming results from a substantial drilling campaign sho…
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