The Vox Markets Podcast

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

Watch on YouTubeFollowing on from a recent sector report from Vox Markets, i3 Energy's #I3E Majid Shafiq joins us to take a deeper dive into the company's extensive ESG activities, as well as to talk about the wider market in North American natural gas and the company's outlook for the rest of the current year and on into 2025.

Vox Markets speaks with hVIVO #HVO CEO Yamin 'Mo' Khan about the company's record-breaking first half of 2024. Yamin details their impressive achievement of £35.6 million in revenue, marking a 31% increase from the previous year, and an EBITDA margin of 24%. He also highlights the successful operation of three facilities, including their new state-of-the-art quarantine facility in Canary Wharf.

Watch on YouTube Some useful looking sample results from European Green Transition's Olserum rare earths project today. Aiden Lavelle joins us to talk about the implications, and the company's plans to get drilling in the near-term

Gunsynd's Hamish Harris joins us to talk about the company's latest additions to its portfolio in the copper and uranium spaces, as well as to update on the latest from other assets the company owns and the exit from the Metals One farm-in.

Cobra Resources has a rare earths project in Australia that looks likely to be of a high enough quality and cheap enough to operate to challenge the Chinese stranglehold on the market. What's more, the proposed method of production is in-situ leach, which means no actual earth moving will occur, and the environmental footprint will be correspondingly small. Rupert Verco joins to tell us more.

More progress on the ground from Metals One in Finland, as the latest results from its Black Schist nickel project come in. The company's resource base has been considerably enhanced, and it is now moving to complete a preliminary economic assessment by the end of the year. Here, with all the details, is CEO Jonathan Owen.

Watch on YouTube In this interview, CEO Sara Barrington of Verici DX – an advanced medical diagnostics firm focusing on the global kidney transplant market - takes me through today’s strong H1’24 results and multiple value catalysts ahead for the business. 00:00 Recap of #VRCI’s unique technology and USPs 05:30 Ground breaking licensing deal with Thermo Fisher Scientific. 09:35 Commercialisation of Tutivia & Protega validation test 17:00 Services, placing, cash runway & outlook Disclosure: Verici is a Vox Markets client

With on YouTube On this morning’s Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of Premier Miton– including: 00:00 Investment approach & outlook for equities. 05:15 Yü Group PLC 07:30 Zephyr Energy 10:25 Supreme 12:35 Elecosoft 15:10 Inspiration Healthcare 18:40 Galliford Try 21:10 Lords GroupTrading 23:20 CMC Markets 26:50 CML Microsystems 29:55 Cyan Connode 34:45 Re-patriating money from frontier markets 36:30 Invinity Energy 39:35 Journeo 40:50 Concurrent Technologies 43:15 Sectors that may underperform 45:40 Thoughts on M&A, delisting and IPO activity

On this morning’s VOX markets live Exchange, I was delighted again to speak to influential stock trader Michael Taylor of Shifting Shares – including: 00:00 Investment approach & how his portfolio has fared. 03:50 Equals 07:40 PCIPAL 13:10 finseta 16:15 Avacta 19:20 Intercede My ID 23:55 WaterIntel PLC 26:00 Supreme PLC 28:20 Science in Sport 32:30 Frontier Developments 34:25 Brave Bison IO 36:35 Filtronic 39:45 Financial Sol 42:00 Capita 45:05 Mpac Group plc 47:35 Will England win the Euros on Sunday night?

Bob Holt, Chairman of EARNZ plc provides insights into his professional journey, elaborates on the company's vision, discusses industry trends, and highlights EARNZ's innovative strategies.

Watch on YouTube In this investing masterclass, I was delighted again to speak to accomplished fund manager Sid Lall of Canaccord – including: 00:00 His investment approach, thoughts on the markets & how the Marlborough Multi Cap Income fund has fared. 07:10 Sectors which may benefit from Labour’s election win. 08:35 Morgan Sindall 12:55 Hargreaves Services 15:50 Games Workshop 19:25 Bloomsbury Publishing 22:50 Kitwave 26:25 Midwich 28:55 Pets at Home. 33:00 Telecom Plus 37:15 Liontrust Asset management. 42:00 Paragon Banking 44:20 Recent top-slicing/exits: Marks & Spencer, Bank of Georgia and Shoezone

Watch on YouTubeIn this interview, CEO James Hickman of Finseta #FIN – an international payments platform - takes me through the business’ strong H1’24 trading, increasing profit margins, outlook for the rest of 2024 and longer term expansion strategy.

In this upbeat interview, joint CEO Matt Timmins of Fintel takes me through the strategic rationale behind this week's £14.6m acquisition of threesixty, how the deal fits into the wider group, and where the business hopes to be in 5 years' time.

On this morning’s Exchange, I was delighted again to speak to accomplished investor & ex fund manager Iain Staples – including: 00:00 Investment approach & how his portfolio has fared. 03:55 @equals__money 08:25 @Chemring_Group, Cohort & defence 12:10 @DiageoGB 15:30 @CMCMarkets 18:50 @FundingCircleUK 22:05 IG Design Group 26:35 @SandersnDesign 29:20 @JDSports 31:45 @IGcom 32:55 Sirius Real Estate 37:05 MP Evans Group 39:35 @FRP_Advisory 42:00 Water Intelligence 43:30 discoverIE Group 48:00 The Property Franchise Group 49:45 FonixMobile 52:00 @SupremePLC 56:40 Identifying possible takeover target & H2 investment strategy #IGG #SUP #FRP #FNX #DSCV #WATR #TPFG

Vox Markets speaks to Tom Clayton and Daud Khan, CEO and CFO of newly Aquis floated IntelliAM AI, about the huge opportunity delivering innovative machine learning solutions for the FMCG manufacturing industry. In this interview, Vox Markets speaks with Tom Clayton and Daud Khan, respectively CEO and CFO of newly Aquis-listed IntelliAM AI, which develops machine learning technologies for the manufacturing industry. With over a decade of experience and relationships with major global food and beverage companies, IntelliAM AI’s technology helps its customers boost productivity by reducing waste, enhancing runtime efficiencies, and supporting ESG targets. IntelliAM AI's long history as a consulting business offering engineering asset management solutions puts it in a strong position to incorporate AI into solutions that can be rolled out widely, and tap into a multi-billion market opportunity in an industry point where even the smallest savings matter. The company's platform integrates various data points to provide much deeper insights than existing sensor-driven approaches, helping its customers improving operational stability and reliability. In the year to March 2024, the company generated £2.8 million in revenues and was profitable, with projections to grow sales to £4 million by March 2025 and further expansion anticipated. The unique combination of industrial engineering expertise and software development at IntelliAM provides a significant competitive advantage, allowing it to deliver comprehensive, bespoke AI solutions. The company's listing should help accelerate growth, leveraging the credibility and capital from the public market to expand its reach and providing capital to enhance its AI-enabled offerings.

In this masterclass of smallcap investing, I was delighted again to speak to accomplished fund manager Richard Staveley of Harwood Capital – including: 00:00 His investment approach & how the Rockwood Strategic portfolio has fared. 03:51 Capita 10:22 Filtronic 17:32 Trifast 23:01 Pressure Technologies 29:46 RM 36:28 Funding Circle 42:13 Argentex 50:14 Hostmore 58:57 Young & Co.'s Brewery #RKW #CPI #FTC #TRI #PRES #RM. #FCH #AGFX #MORE #YNGN

Watch on YouTube In this interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme take me through today's record March FY24 results, positive start to the new year and attractive long term vision for the group.

OAK Securities has set a price target of 93p for shares in Helix Exploration, based in large part on the accretive value of the new helium acquisition, Rudyard. We spoke to Oak's Dr Zac Phillips about why he set a valuation on Rudyard of US$85m, about what the opportunities in helium in general are, and about the key value drivers that investors should be looking out for.

In this terrific interview, CEO Sandy Chadha of Supreme takes me through the strategic logic behind today's exciting £15m acquisition of soft drinks manufacturer Clearly Drinks.

Klaus Eckhof of Rome Resources joins us as the DRC-focused tin company readies itself for its Aim listing. Ahead of the planned reversal into Pathfinder Resources, due to complete in a matter of weeks, Oak Securities has agreed to provide £100,000 in immediate funding to allow work on the ground to get underway immediately. Overall, Oak says it has expressions of interest for a total raise of around £4m, and it’s not hard to see why – the tin price is set to rise, and the tin grades that Rome Resources has already shown have been some of the highest in the world.

In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Dowgate – including:00:00 His investment approach & how the portfolio has fared.04:45 Possible impact of the UK general election06:33 Transense Technologies10:42 MPAC15:42 Windward22:41 Team1726:35 CT Automotive30:47 Springfield properties35:22 Speedy Hire37:46 Aquis Exchange42:05 IG Group and CMC Markets 46:17 Liontrust Asset management.48:44 National World50:53 Smiths news55:06 Angling Direct61:03 Vianet#ONWD #TRT #MPAC #WNWD #TM17 #CTA #SPR #SDY #AQX #IGG #CMCX #LIO #NWOR #SNWS #ANG #VNET

On today's Exchange, I was delighted to speak to accomplished investor Leon Boros – including:00:00 His long term portfolio returns.01:25 Possible market impact of the UK general election.04:20 Journeo plc07:20 Hargreaves Lansdown13:45 AJ Bell Investcentre16:25 Spectra Systems Corporation22:05 Barclays29:40 M&G plc33:10 Legal & General36:10 Bioventix & running winners44:35 Novo Nordisk50:20 Equals Money61:55 Card Factory62:50 Him & Hers64:30 Advanced ADVT69:50 FinsetaLastly apologies - the broadband went down right at the start & the first 5 mins of the program wasn't recorded.Disclosure: Equals Money & Finseta are Vox Markets clients.

Vox Markets talks to Dr Ilian Iliev, CEO of deep tech and life sciences investor NetScientific, about a milestone year for the group which saw it break through the £100m AUM barrier.