The Vox Markets Podcast

The tungsten price has been roaring away lately, and has recently hit $300,000/t. It's the perfect time to be bringing tungsten projects on stream, and Pure Tungsten has not one but two projects on the go. The first, in South Korea, should be up and running by the summer, while the second, in Tajikistan will be producing within a year. These projects will then scale up, to the point where Pure Tungsten could well end up challenging established players like Almonty. The mines are big, the grade is good, and the price is right. Pure Tungsten executive director Jeremy Gray joins Vox to tell us more.Pre-IPO Investment Opportunity: https://www.puretungsten.ca/puretungsten-equity-raise-rn?SQF_LEAD_SOURCE=vx

Tharisa has begun underground operations at its South African platinum group metals and chrome mine. The first underground blast took place this week, and development is now underway. The company already has a well established track record of production from its open pit operations and these will continue for some time yet. But the move underground is designed to secure Tharisa's long-term future, and the company is talking about continuing to mine the reef for 60 years. Phoevos Pourolis, Tharisa's chief executive, joins us to tell us more about the underground development, as well as to talk about sentiment around PGMs and chrome, and the new chrome trading facilities that the company has recently put in place.

Quantum Helium has been awarded the operatorship of its Sagebrush asset in Colorado, the last in a line of regulatory hurdles that it had to clear before it was able to initiate major testwork. Accordingly, testing will now get underway shortly after Easter with a view to assessing flow rates, and moving the existing resource, as verified by Sproule, towards a reserve. Quantum Helium's chief executive Howard McLaughlin joins us to fill in the details

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies again for the quality of my video today, albeit the sound was fine. As such we’re going to temporarily pause this weekly show until the technology has been fixed.00:00 Portfolio returns in Q1. Recent buys & sells,03:20 Topps Tiles & building products sector08:25 BRCK/Brickability11:20 Checkit14:05 Fonix18:50 Burford Capital21:35 Airlines & jet fuel costs24:00 hVivo26:45 Spectra Systems29:55 Activeops & software stocks36:05 tinyBuild & gaming companies41:00 Tribal46:15 Keystone Law & possible impact of agentic AI on professional services firms52:25 Plexus58:05 Anpario59:00 Lords Group Trading62:10 Future & other internet real estate assets68:50 Strix71:20 Bioventix

Following today’s positive and in line Dec’25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key strategic developments over the past year03:20 Drivers underpinning the double digit organic sales growth04:35 Financial highlights06:55 Future M&A strategy09:40 Possible impact from Middle East15:05 May FY’26 outlook & closing remarks

Poolbeg Pharma announces its first granted patent for POLB 001 in cancer immunotherapy-induced CRS, strengthening its global IP position. The milestone supports future partnering opportunities as the company advances toward key clinical data in 2026.

Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.

Watch on YouTubeLions Bay Capital (TSXV LBI) which has a close association with London-listed Metals One, has announced further progress on its plans to acquire the assets of Vantage Gold, a company which has been in the Business Rescue bankruptcy process in South Africa for some years. Vantage's assets include a sizeable 4.5 million ounce resource, as well as plant and significant underground development. The deal is somewhat intricate, both in terms of financing, and in terms of extracting the assets from the jurisdiction of the courts. John Byrne, Lions Bay's chairman, joins Vox to tell us how it all fits together.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies for the quality of my video today (tech issue), albeit the sound fine.00:00 How to deal with the current extreme market volatility and pain03:30 Goodwin09:20 Spire Healthcare13:10 Pinewood AI Tech16:25 Volex19:30 Luceco22:25 Gamma Communications26:00 Crest Nicholson & housebuilders30:30 Grainger32:10 NIOX35:05 PZ Cussons37:05 S4 Capital39:40 The Mission Group43:10 Yougov48:45 Personal Group51:05 Mortgage Advice Bureau53:30 AOTI56:30 Bloomsbury Publishing#GDWN #SPI #PINE #LUCE #VLX #GAMA #CRST #GRI #NIOX #PZC #SFOR #TMG #YOU #PGH #AOTI #MAB1 #BMY

Tooru is highlighting recovery in supply, expanding distribution, and high-profile partnerships, but investors will be watching closely to see whether this translates into sustainable revenue growth, improved margins, and disciplined capital allocation amid expansion plans and potential acquisitions.