The Vox Markets Podcast

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.

European Green Transition #EGT has completed its drilling program at the Olserum rare earths project ahead of schedule and under budget. The core will now be sent away for analysis, and the results could play a key role in EGT's plan to attract a partner into the project

Rome Resources now has a second drill rig operational on its projects in the DRC, with a third already mobilised and nearly ready to go. The plan is to build enough of a knowledge base to put a maiden resource around the project within a few months.

In this masterclass of global investing, accomplished fund manager Patrick Armstrong, CFA of Plurimi Wealth Management takes me through some fascinating stock ideas & company updates.

Watch on YouTube In this interview, Paul Pagano CEO of Lunglife AI takes me through last month's in line H1'24 results, commercialisation of its flagship early stage lung cancer test (ie LungLB) and possible future strategic options.

Christopher von Jako of Polarean #POLX gives an overview of the two new posts they have appointed today and last week for Dr. Chase Hall and Alan Huang, and how they will be playing in Polarean’s development.

Vox Markets sits down with Richard Harpham, CEO of XP Factory, to discuss the company's impressive recent growth and financial performance. Richard shares insights into the key drivers behind the doubling of group revenue, the strategic decisions fueling EBITDA growth, and the careful balance between expansion and maintaining operational excellence. They also delve into the challenges of scaling, the future of consumer demand, and the strategic role of franchising versus owner-operated models.

In this Vox Markets interview, Raja Abuljebain, CEO of Essentially Group, discusses the growth of the company’s cold-pressed juice brand in the UAE. He explains how their High Pressure Processing (HPP) technology has extended product shelf life and details a recent collaboration with Sacred Glow to launch collagen-infused functional beverages. Raja also mentions the acquisition of BLF and outlines plans for regional expansion, underscoring Essentially’s dedication to delivering high-quality, health-focused products.

Watch on YouTube On today's Exchange, I was delighted again to speak to super smart stock picker Richard Crow – including: 00:00 Investment approach & hat he looks for in turnarounds 08:00 Equity outlook & why he’s gone to 80% cash 20:20 Card Factory 23:40 Is the unwinding of the Yen carry trade a sell signal? 25:50 CMC Markets 30:50 Avon Technologies 34:25 Capita & recent CFO buying 41:05 Creightons 46:30 Carclo 54:45 MPAC 59:15 Reach 63:25 Kier 66:55 Luceco & Dialight 71:05 Beeks Financial 74:30 Marks & Spencer #CMCX #FCH #MPAC #LUCE #LIE #BEEK #RCH #CPI #AVON #CAR #CARD #CRL #LUCE #DIA #MKS

Watch on YouTube In this 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 Vox through what the significance of recent $1.5m contract win and current demand picture across the sector & update on turnaround strategy

Georgina Energy is on the hunt for significant helium showings on its Australian asset base, and while it's still early in the process, previous operators have provided plenty of information to go on. Here to tell us more about what's on offer is Zac Phillips, an oil and gas advisor for Oak Securities

Big news from CleanTech Lithium today: an ambitious fundraising and an Australian listing. Steve Kesler joins us to give us all the details, and also to update us on progress on the ground in Chile and with the company's direct lithium extraction

In this masterclass of investing, UK small/midcap fund manager Paul Jourdan of Amati Global Investors takes Paul Hill through 17 stock ideas, including: 00:00 His approach to investing 06:25 Impact from potential UK government changes to IHT 10:20 Great Portland Estates 13:35 Boku 16:40 Alpha Group International 21:20 QinetiQ 25:00 AJ Bell 28:40 Trainline 33:45 Tracsis 35:55 Vistry Group 39:10 The Property Franchise Group 42:30 Solid State 45:20 Aurrigo International 48:10 Minimum marketcap threshold 51:40 YouGov 58:05 Learning Technologies Group 63:55 Kooth Digital Health 67:00 Intelligent Ultrasound 69:55 Franchise Brands plc 73:50 FRP Advisory 75:15 Outlook for smallcaps #GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP

Plenty of news out from Metals One over the past week or so, First, the company has hired Wardell Armstrong to undertake a preliminary economic assessment for its Black Schist project in Finland. In addition, drilling has now commenced at the Rana project in Norway, under the auspices of Metals One's partner Kingsrose Mining. New research on the company from Edison is also due out on the company in the autumn. So plenty going on, and here to flesh it out is Jonathan Owen.

In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas

Prospex Energy is raising significant new money via a subscription, placing and open offer on the WRAP platform in order to take a stake in a major gas field in Spain. Drilling is already underway, with a clear path to production. Here to tell us more, chief executive Mark Routh.

European Green Transition announced today that drilling has commenced at its Olserum rare earths project in Sweden. Approximately 1,500 metres will be drilled across two holes. Here to tell us more is Aiden Lavelle

In this upbeat interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 trading update & positive outlook.

Watch on YouTube In an interview with David Buik, CEO Charlie Chad of Good Life Plus #GDLF reported robust financial results for FY23/24. The company achieved a 240% increase in monthly recurring revenues and exceeded 30,000 subscribers post-period, highlighting its strong momentum in the luxury prize draw sector.

Quarterly results today from Atlantic Lithium. Here with a progress update in regard to the Ewoyaa and other projects, is Neil Herbert. We discuss the latest resource upgrade, progress on off-take, the situation with permitting, and the wider macro-economic picture

B90 Holdings #B90 reports a positive trading update for the first half of 2024. The company's turnaround strategy has led to increased revenue compared to the same period last year, maintaining positive EBITDA for six consecutive months. Successful marketing campaigns during the Euros 2024 Football Tournament significantly boosted engagement. For the second half of the year, B90 Holdings aims to expand B2B partnerships, enhance digital marketing, and maintain cost controls to ensure ongoing profitability and revenue growth

Rome Resources listed on Aim on Friday 26th July, following a reverse takeover of Pathfinder Minerals. The plan is to use some of the money raised in conjunction with the listing to drill the company's high grade tin assets in the Democratic Republic of Congo. Here to tell us more is Paul Barrett

On today’s VOX Markets live, I was delighted again to speak to expert UK smallcap investor, analyst & commentator Paul Scott of Stockopedia.

In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco kindly take me through: 1. What this leading Buildtech software developer does, its main USPs and the current health of the market. 2. Highlights from today's strong and in line H1’24 trading update. 3. New products recently launched 4. Integration of Vertical Digital and robust cash generation 5. Outlook for rest of 2024 and longer term vision.

Encouraging results from European Green Transition's Limni copper project in Cyprus, where samples show useful-looking levels of copper and gold. Here to tell us what it means, and to talk about next steps, is EGT's Aiden Lavelle.

Watch on YouTube In this investing masterclass, I was delighted again to speak to legendary UK small/midcap fund managers Christopher and Nicholas (Nick) Mills of harwoodcapital – including: 00:00 Investment approach, Nick’s background & fund performance 07:15 NIOX 11:05 Pinewood Technologies 14:35 EKFdiagnostics 16:50 Trifast 22:40 Carr's Group 26:35 Hargreaves Services 33:25 Key USPs of Harwood Capital 36:20 Renalytix & VericiDx 38:50 Animalcare 43:00 Spire Healthcare 46:35 Best way to learn about stock picking 52:05 Avingtrans 54:25 Investing in Harwood Capital, Restore & upcoming investor event 59:30 Tribal Group 1:04:15 PayPoint 1:08:25 Elementis 1:10:35 Avoiding lifestyle businesses 1:12:00 Outlook for equities #NIOX #PINE #TRI #CARR #ANCR #HSP #EKF #RENX #VRCI #SPI #TRB #AVG #RST #PAY #ELM Disclosure: #AVG & #VRCI are Vox Markets clients

More encouraging results from CleanTech Lithium, as grades and recoveries continue from its DLE project in Chile to hold up well, real progress is being made with the pilot plant in Chicago, and conversations with potential off-take partners look well set up. As the company moves towards completion of a pre-feasibility study, Steve Kesler joins us to give us the full rundown.

Watch on YouTubeOn this morning’s Vox Markets Exchange, I was delighted again to speak to accomplished investor Roland Head of Stockopedia including:00:00 His investment approach, YTD returns & the outlook for equities08:00 Burberry13:40 Duke Capital15:40 Serica Energy20:45 James Halstead25:30 Renold27:20 Page group30:50 The Property Franchise Group33:15 PayPoint38:30 RWS45:05 UK brickmakers & Michelmersh Brick47:30 RS Group53:00 Assura & BATS54:30 UK building products sector, Eurocell &Somero60:15 Potential global supply chain disruption if #Trump wins the US Presidential election62:55 Renewables Infrastructure Group68:10 City of London Investment Group71:35 Stocks Roland has been selling