The Vox Markets Podcast

Watch on YouTube After releasing record H1 results today alongside upgrading FY'25 guidance - CEO Sandy Chadha and CFO Suzanne Smith of Supreme explain in this fascinating interview what's been driving the terrific top & bottom performance.

Watch on YouTube In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Investor vibe at Mello and 2025 equity outlook 05:05 Recent buys (Vistry) & sells (Facilities of ADF). 07:45 CML Microsystems (PH holds) 10:00 JD Sports 13:55 CMC Markets 17:10 hVIVO (vox client) 20:10 Jet2 24:05 Springfield Properties 26:40 Michelmersh Brick (PH holds) 31:30 Norcros 35:40 Auction Technology Group 39:50 Renold 44:40 Equals (PH holds & Vox client) 49:35 Spectra Systems 53:30 Yu Group 56:00 Card Factory 59:40 Macfarlane #VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF

Watch on YouTube Pulsar Helium signed a processing and procurement deal with the billion-dollar company Chart Industries this week. Here to tell us about that, about the upcoming drill programme at the Topaz project in Minnesota, and about all the other impending newsflow, is Thomas Abraham-James

Following todays announcement that the FDA have approved Polarean its coil has been cleared for use with the GE HealthCare’s MRI systems, Polarean’s CEO, Chris von Jako talks exclusive to Vox Markets

European Green Transition has announced its latest batch of drilling results from its Olserum rare earths projects. Aiden Lavelle joins us to tell us what it all means and where the company goes from here

Watch on YouTube Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 GoodMoneyGuide 02:20 Science Group 05:45 Qinetiq 09:35 Warpaint 12:35 Will we get a Santa rally? 19:30 NEW BUY - Facilities of ADF (PS Holds) 23:05 Zoo Digital & new AIM IPO Winking Studios 27:05 Volex & TT Electronics 32:15 NEW BUY - CML Microsystems (PH Holds) 36:30 Cake Box 39:35 Van Elle 41:35 NEW BUY – IXICO (PH Holds & Vox client) 46:35 4Imprint 49:50 Zotefoams (PS holds) 52:45 Goodwin 54:45 Premier Miton & fund managers 59:55 TPXimpact 60:35 NWF, Luceco & Finseta A big thanks for today’s sponsor Goodmoneyguide #SAG #QQ. #W7L #ADF #ZOO #WKS #VLX #TTG #CML #CBOX #VANL #IXI #FOUR #ZTF #GDWN #PMI #TPX #NWF #LUCE #FIN

Watch on YouTube In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including: 00:00 Equity outlook 05:05 Funding Circle 08:45 Big Technologies 11:30 Solid State & possible read across to other UK defense stocks 15:00 Volex bid for TT Electronics 16:20 XPS Pensions 20:00 FRP Advisory 25:55 Ashtead Technology 28:50 hVivo 31:30 Hollywood Bowl 34:30 Warpaint 37:10 MP Evans 42:10 Zigup (formerly Redde Northgate) 45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs 51:00 Keller 55:05 Renew 58:30 Best stock idea for 2025 Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected] .

Watch on YouTubeOn today's Exchange, I was delighted again to speak to accomplished investor Leon Boros of Equity Strategies including:00:00 Equity outlook for 2025.05:20 Arcontech11:15 Fonix Mobile16:15 Bioventix22:55 CMC Markets23:45 Concurrent Tech28:45 Tracsis33:10 Journeo36:30 Novo Nordisk42:40 Sosandar50:50 NIOX Group54:15 Equals57:15 Polean Imaging59:40 Leon’s best horse-racing tip for 2025 (re Lady of Spain).

Watch on Youtube In this fascinating interview, CEO Martin Gouldstone of Oncimmune #ONC takes Vox through: 00:00. What the company does, its key USPs and how the proprietary IMMUNOinsights autoantibody profiling service helps Biopharma companies develop & monitor new drugs & precision medicines. 08:30 Current demand picture, breakeven revenue & Aug FY25 visibility.

Watch on YouTube In this fast-moving investing show, legendary UK investor Paul Scott & I discussed all things smallcap, alongside highlighting our latest thoughts on the following: 00:00 Paul’s new SCVR service on Substack 02:15 Impact of the Budget 08:00 Fallout from the US Presidential election 10:40 Hunting (PS holds) 15:50 Vistry 21:30 Michelmersh Brick (PH Holds) 25:50 OneSavingsBank 33:15 Kooth (PS holds) 37:50 Gooch & Housego (PS holds) 44:00 Smiths News 49:10 Plexus (PS holds) 53:45 Equals (PH holds & Vox client) 55:45 Venture Life (Vox client) 61:15 Anpario 64:10 Time Finance Plus, if anyone or any company would like to sponsor this new ‘Smallcap” series (re naming rights), then please feel free to contact me here or via my email [email protected] . Published by Vox Markets #HTG #VTY #MBH #OSB #KOO #GHH #SNWS #POS #EQLS #VLG #ANP #TIME

In this investing masterclass, accomplished UK small/midcap fund manager Chris McVey of Octopus Investments walks me through his view of the markets and latest thoughts on 15 stock ideas

▶ Watch on YouTube Blencowe Resources #BRES is raising £1.5 million through a placing and subscription, and a further £195,000 through a retail offering. The money will go towards the company's definitive feasibility study for the Orom-Cross graphite project. Here to tell us more, Blencowe Chief Executive Mike Ralston.

Good Life Plus CEO Charlie Chadd reveals impressive interim results and a bold 2025 outlook. Don’t miss the highlights!

Watch on YouTube In this upbeat interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes me through last week’s potentially transformational £10m acquisition of specialist menopause & perimenopause company ‘Health & Her Ltd’. Here Jerry runs through the strategic rationale of the deal, targeted synergies, integration plan, funding and longer term opportunity.

CleanTech Lithium has updated the market on progress towards the completion of its pre-feasibility study at Laguna Verde, and on exploration and the commissioning of the pilot plant in the USA. There's also word on the appointment of a new chief executive, expected shortly. Steve Kesler joins us to tell us more

Watch on YouTube In this interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 His 1st impressions since joining in Aug’24 & what IXI does, alongside its key USPs & growth opportunities. 04:55 Orderbook development & why now is the right time for IXI to get its fair share of the market. 07:55 Pipeline conversion, importance of last month’s £4m fund raise to scale the business and possible M&A. 11:10 Growth in post marketing surveillance and aspirational longer term targets.

With on YouTube European Green Transition has released results from drilling at its Olserum rare earths project, Aiden Lavelle joins us to tell us what it all means.

Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including: 00:00 Approach to investing & outlook for equities 06:25 Hill & Smith 10:40 Victrex 15:45 Essentra & takeover premiums 20:40 XP Power 23:40 Alfa Financial 28:30 Accesso Technology 35:25 Trufin 40:35 Hunting 45:45 Lancashire Holdings 51:25 Quilter 58:00 Oxford Biomedica 64:10 Premier Foods 67:40 Volution 72:20 Thoughts on UK banking sector 74:25 Chemring 78:50 Favourite investing idea for 2025

Prospex Energy CEO Mark Routh discusses the recent success in deepening the Viura-1B well, which revealed additional gas reserves, enhancing the company’s production and revenue outlook. With production resuming on 15 October, Prospex anticipates increased income, particularly with rising gas prices, and has two new wells planned for 2025.

In this investing masterclass, accomplished multi asset fund manager Duncan MacInnes of Ruffer takes me through his latest view of the markets and thoughts on numerous asset ideas.

Watch on YouTube A busy few months lie ahead for Predator Oil & Gas #PRD, as it gears up to drill the potentially huge MOU-5 prospect in Morocco. Here to tell us about that, and about what else is going on at the company's other assets, is chief executive Paul Griffiths

In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Approach to investing & outlook for equities 07:35 Alliance Pharma 13:15 Marston's 17:50 Gulf Marine Services 21:25 Deepest of deep value investing 26:00 PZ Cussons 30:05 De La Rue 31:35 Watkin Jones 37:15 MJ Gleeson 41:15 Enquest 47:25 Avoiding falling knives & will #WJG need an equity raise? 53:15 Future 55:05 Costain 58:55 Sectors to avoid & UK recruiters 1:02:05 Eurocell 1:06:30 Renewi 1:10:05 Synthomer 1:105:20 Wynnstay 1:22:05 TT Electronics and XP Power 1:26:10 UK asset Managers & Liontrust #APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO

Watch on YouTube In this Vox Markets interview, Hamish Harris, Executive Chairman of Gunsynd PLC, discusses the company’s recent high-grade copper and uranium discoveries at its Falcon Lake and Merlin projects in Canada. He highlights efficient cost-sharing with neighbouring companies and the strategic value of operating in Canada’s resource-rich region.

Watch on YouTube Charlie Chad, CEO of Good Life Plus, discusses the company’s growth to 40,000 subscribers in 2024 and raising £2 million for expansion. Good Life Plus offers daily luxury prize draws and perks like dining discounts and cinema tickets. Their consumer-first approach and effective marketing drive success.

In this episode, powered by ai, we explore Avingtrans' 2024 annual report. We break down their "Pinpoint, Invest, Exit" (PIE) strategy, record-breaking revenue, and why profits took a dip. With a booming energy division and bold investments in next-gen medical imaging, like helium-free MRI machines, we discuss whether Avingtrans has struck the right balance between stability and high-risk innovation. Tune in for insights into a company pushing boundaries and playing the long game

Watch on YouTube Metal's One #MET1 CEO Jonathan Owen gives an update on all the latest from the company's Scandinavian portfolio of critical minerals assets, and provides an overview of where these projects fit into the wider European and global economy.

Matt Timmins, joint CEO of Fintel, discusses strong financial growth, driven by acquisitions and fintech investments. Fintel's focus includes building a connected platform for intermediaries, expanding their customer base, and launching Matrix 360, a product comparison tool. Looking ahead, they aim to reduce debt and grow SaaS revenue.

In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies

Watch on YouTube In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago. Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/cost synergies and how the transactions are being funded. Disclosure: MPAC is a Vox Markets client.

Watch on YouTubeIn this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including:00:00 What the company does, its key USPs and current demand picture06:00 Financial highlights, improving gross margins and strong cash generation10:45 M&A, efficiency and new product development opportunities16:00 Outlook and longer term vision#VLG is a Vox Markets client.

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including: 00:00 Her approach to investing & outlook for UK equities 08:45 Eagle Eye Solutions 12:50 1Spatial 15:45 EKF Diagnostics & Argentex 17:20 Tracsis 23:05 Fonix Mobile 27:50 Cohort 30:10 Learning points from 2 past losses 34:00 Avingtrans 39:45 Equals 42:15 hVIVO 48:10 H&T 52:15 What to do when shares drop on good news 53:20 How to identify value traps 55:05 Facilities by ADF 58:40 Flowtech Fluidpower 1:00:05 Kitwave 1:02:40 Synectics 1:05:00 Current share most excited about, recent sales & final key messages #EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX

Lord Ashbourne, analyst with Edison, talks about his recent research note on Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.

CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader context in which the company is operating in.

In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including: 00:00 What the company does, its USPs & key growth drivers 09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world 17:40 Financial highlights 30:30 Contingency plans for Beirut office 35:55 Future newsflow, lifting the stock's REG-S status & key summary messages Disclosure: Fadel Partners is a Vox Markets client

In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take me through today’s in line FY’24 results and exciting outlook – including: 00:00 What Avingtrans does, its successful ‘PIE’ strategy & rationale for consolidating the engineering businesses under one roof (AES). 05:35 FY’24 financial highlights 11:30 Current demand across the engineering division 18:00 Integration of Slack & Parr, and potential AES value catalysts 22:40 Status of commercialising Adaptix & Magnetica, alongside longer term options for realising value in the medical division 31:35 YTD’25 outlook and revenue cover

European Green Transition #EGT put out interim results this morning. Here to update us on the latest, including progress at Olserum, in Cyprus, and information on the cash position, is chief executive Aiden Lavelle

Watch on Youtube - https://www.youtube.com/watch?v=iG2hdHzawl8 Richard Harpham and Graham Bird of XP Factory discuss the company’s evolution since 2018, transforming niche escape rooms into mainstream attractions. They detail the acquisition of Boom Battle Bar, financial growth, customer satisfaction, and future expansion plans, emphasising cost management and potential UK and international opportunities. 00:17 What was your initial vision for Escape Hunt? 01:35 How did that then lead to the acquisition for Boom 04:59 In 2019/20, turnover was under £5M—how did it hit £60M by March 2024? 07:46 Your growth has been phenomenal, but does that align with your original vision? 10:50 Is the business in a position to keep growing? 14:56 How are Escape Hunt and Boom performing? 18:37 How confident you both you can achieve and maintain the like for likes? 19:41 Have you seen the business growth, and the downside of, that is the cost go up. How are you managing those costs? What kind of effects are they having? 23:40 There's a lot of uncertainty. In a few weeks time, our new leader is going to announce the latest budget. Are you concerned about this? 27:10 How are you going to utilise the 10 million facility at Barclays and, what sort of growth are you looking at? 29:20 You mentioned earlier about places like Dubai—how do you see that in comparison to the alcohol-driven culture in the UK? 31:51 What do you think the business will look like in 5 years? 36:50 Competitive socialising 39:30 Why would somebody invest in XP Factory 42:36 Which is going to see more focus, Escape Hunt, or Boom?

Mark Routh of Prospex Energy (PXEN ) highlights the company's debt-free status and recent acquisition of the Via gas field in Spain. With three producing assets across Spain and Italy, the company is focused on expanding production through new wells.

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through 17 stock ideas, including: 00:00 His approach to investing 08:05 Beeks Financial Cloud 11:50 Alpha Group International & importance of ‘X-factor’ management 17:45 Alphawave IP (audience question) 18:50 NCC 22:10 GB Group 26:10 Pressure Technologies (audience question) 28:05 Serco 31:15 Warpaint 35:15 Future 39:10 Moneysupermarket 42:25 Moonpig 47:15 Next 15 53:05 MJ Gleeson 55:35 AOTI Inc (REG-S, June IPO) 61:05 Alliance Pharma 64:00 H&T 67:45 Supreme

Following their H1 interims for 2024, Vox Markets talks to their CEO Jeremy Skillington

Martin Luke discusses Essentially Group’s (ESSN) recent acquisition of Best Of Latin with it’s Founder and newly appointed Board member Catalina Onate

In this fabulous insight into all things investing, accomplished UK small/midcap fund manager James Thorne of Columbia Threadneedle takes me through 13 stock ideas, including: 00:00 His approach to investing 05:55 Auction Tech 12:00 Yougov 16:15 ActiveOps 19:45 Equals 23:50 Argentex 26:10 Kitwave 31:45 1Spatial 37:15 FD Technologies 42:40 Future 47:25 Eleco 51:20 Spectris 58:30 Crest Nicholson & Vistry 64:50 Trifast 67:50 Avingtrans 71:45 Tekmar 75:40 Marshalls #ATG #YOU #AOM #EQLS #AGFX #KITW #SPA #FDP #FUTR #SXS #CRST #VTY #TRI #AVG #TGP #MRSH

Watch on YouTubeIn this masterclass of investing, accomplished UK small/midcap fund manager Brendan Gulston of Gresham House takes me through 12 stock ideas, including:00:00 His approach to investing & outlook for equities07:10 Diaceutics14:10 Netcall18:15 ActiveOps21:40 SysGroup26:35 Iomart30:40 TP ICAP36:00 Argentex42:55 Franchise Brands49:50 MPAC54:45 Fintel58:30 Moneysupermarket65:55 Ricardo#DXRX #NET #AOM #SYS #IOM #TCAP #AGFX #FRAN #MPAC #FNTL #MONY #RCDO

Watch on YouTube Atlantic Lithium has received a key environmental permit from the Ghanaian government for its Ewoyaa project. It's also received the backing of local communities for the project. Here to tell us about the latest developments, and where the company goes from here, is Neil Herbert, executive chairman.

In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco kindly take me through: 00:00 What this top class Buildtech software developer does, its main USPs and the industry's secular growth drivers. 05:55 Highlights from today's strong H1’24 results 10:15 Go to market strategy 13:55 Integration of Vertical Digital and M&A strategy 17:25 New products & technology roadmap 20:50 FY'24 outlook and key messages for investors.

Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta take me through today's excellent H1’24 results - reporting adjusted EBITDA of £0.8m on sales up 40% YoY to £5.1m – including: 00:00 What the company does, its key USPs and secular growth drivers 03:35 Financial highlights 09:05 International expansion, investment & new product development strategies 13:15 FY’24 outlook & longer term ambition

Watch on YouTube In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC take me through today’s strong H1'24 results and positive outlook – including: 00:00 Its core markets, key USPs, growth drivers & current demand 06:00 Financial highlights 09:30 Broadening of customer base & new product launches 16:10 Dividend & pension 17:25 Clean energy opportunity and M&A strategy 22:50 H2'24 outlook & summary comments

Watch on YouTube Following their impressive H1 numbers, hVIVO’sCEO, Mo Khan gives an exclusive interview to Martin Luke at Vox Markets

Watch on YouTube Following today’s resilient H1'24 results, CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through: 00:00 State of the market & Lord’s key USPs. 08:40 Financial highlights & 1st impressions of the Group since joining in June. 12:10 Industry shift to energy efficient products 17:00 Outlook for H2'24 and next few years 19:30 Integration of past acquisitions 23:00 Why investors should remain optimist

In this upbeat interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes me through today’s positive yearend trading update, 3 contract wins and exciting road ahead.