The Vox Markets Podcast

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.

Live today on Vox Markets, I was delighted again to speak to accomplished fund manager Alexandra Jackson of Rathbones Group Plc – including: 00:00 Her investment style & how returns have fared YTD’24. 05:05 Keywords Studios 06:50 Team17 Digital 10:10 Possible market impact of the UK general election 13:10 Volution Group plc 16:15 Treatt 21:00 Boku 24:50 Fever-Tree 30:30 SSP Group plc 33:05 FDM Group 36:45 Bytes Technology 39:40 GBG Plc 43:40 Molten Ventures 47:10 Future 52:00 Advanced Medical Solutions 55:50 Bloomsbury Publishing Plc 60:35 AB Dynamics 67:05 Dowlais Group plc 70:00 Oxford Instruments #KWS #TM17 #FAN #TET #FEVR #SSPG #FDM #BYIT #MVCT #GBG #BOKU #AMS #BMY #FUTR #ABDP #DWL #OXIG

Watch on YouTube New London IPO Fairview International aims to transform private education through affordable, high-quality learning experiences, backed by cutting-edge research and a strong commitment to the International Baccalaureate. Vox speak to Dr. Vincent Chian, its Head of Business Development

Live on today's Vox Markets Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including:00:00 His investment approach & YTD’24 returns07:10 Possible market impact of the UK general election13:50 CMC Markets20:20 Funding Circle UK28:25 TP ICAP32:05 Liontrust Asset Management PLC34:15 Reliability of a ‘Bowl’ chart38:10 Halfords41:35 RBG Holdings plc45:20 Synthomer55:30 Zotefoams63:20 Warpaint Cosmetics67:55 Mpac Group 73:45 Greencore80:20 IG Design Group Plc84:35 Luceco Group90:35 Filtronic#CMCX #FCH #TCAP #LIO #MPAC #GNC #IGR h#LUCE #SYNT #W7L #ZTF #RBGP #HFD #FTC

Aiden Lavelle joins to talk us through the latest news from the Olserum project in Scandinavia, and in particular the implications of the increased strike length and newly discovered structure there. He also talks about what it means for the upcoming drill programme, and how potential partners might be looking at the project now, in the light of the recent developments.

Grade is king and Rome Resources has got some of the best tin grades found anywhere in the world at its suite of assets in the Democratic Republic of Congo. Klaus Eckhoff, who's an old hand working in the DRC, joins us now to tell us about the opportunity on offer, as Rome joins Aim via a reverse takeover of the Pathfinder Resources shell.

Watch on YouTubeVox Markets speaks to Mo Khan, CEO of clinical research specialist Hvivo, about a new $2.5 million contract for an Omicron variant study to determine the virus dose needed to infect vaccinated individuals. This study will facilitate future human challenge trials to test vaccines and antivirals, with significant developments expected in 2025, expanding H Vivo’s market opportunities.

Vox Markets is now the proud new owner of esteemed small cap investing magazine Growth Company Investor, with Vox's Head of Content and former IC editor John Hughman and former GCI editor David Thornton providing regular ideas on underresearched companies. In this preview podcast, John and David discuss their investment philosphies and what to expect when GCI is relaunched next week.

Tesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Vox Markets speaks to Mark Routh, CEO of gas producer and explorer, about how regulatory changes improving Italy’s energy security will accelerate the development of its Selva Malvezzi gas concession and deliver significant production growth from an already strong base.

Watch it on YouTube Mark Thompson, known on Twitter - or X - as the "King of Tin" joins Vox to tell us why we're at a unique inflexion point in the market, one that represents a once (or twice) in a lifetime opportunity. Mark explains why he's bullish on the prices of all sorts of commodities, including tin, copper and uranium.

Atlantic Lithium’s #ALL Neil Herbert joins us to discuss the latest exploration news from the company, and comments on the recent listing on the Ghanaian stock exchange. Also discussed, the timetable of likely events through this year and into next, as Ewoyaa moves ever closer to production.

CleanTech Lithium #CTL inaugurated operations at its direct lithium extraction plant in Chile last Thursday, in a ceremony attended by several notable dignitaries from local communities and relevant government departments. Steve Kesler joins us to describe how the day went, and also to provide a general update on the latest developments with the project itself

Watch on YouTube Chris Hemingway, executive chairman of Time to Act PLC (TTA), recently joined Vox Markets to discuss the company's journey and unique proposition in the energy sector. Time to Act, newly listed on Aquis, is an engineering-led group focused on the energy transition supply chain, distinct from private equity or venture capital firms. Mr Hemingway emphasised its role in providing innovative solutions and intellectual property for decarbonising industries rather than manufacturing large-scale energy infrastructure. Time to Act operates through two divisions. Diffusion Alloys, a coatings company with a 60-year history, has pivoted from coating gas turbine blades to focusing on renewable technology components. Its coatings protect metal parts from high-temperature corrosion, crucial in industries like blue and green hydrogen and nuclear energy. A significant partnership with Johnson Matthey highlights its strategic role in the blue hydrogen sector. The second division, Greenspur, is developing a rare earth magnet-free and copper-free generator for the wind turbine industry. This innovation addresses supply chain concerns, particularly the forecasted copper shortage and geopolitical concerns around the supply of rare earth metals. Greenspur's patented technology uses aluminium coils, providing a sustainable alternative to traditional copper coils. Mr Hemingway discussed the strategic approach of Time to Act, focusing on building permanent capital entities with a "best owner" mentality, ensuring long-term ownership and the addition of value through its experience management overlay. While more acquisitions are on the horizon, currently the primary goal is to capture growth opportunities within the existing businesses. With a strong foundation and innovative solutions, Time to Act is poised to address the challenges of the energy transition, aiming to grow through strategic partnerships and collaborations in the green tech and clean tech industries.

Vox Markets speaks to Metals One (MET1) CEO Jonathan Owen, about the latest updates from the Black Schist polymetals Project in Finland.

Vox Markets speaks to Crossword Cyberscurity's group managing director and CEO designate Stuart Jubb, about the rationale for the company's orderly management reshuffle, and the reputation that the company is building as a go-to partner for companies looking to manage increasingly potent cybersecurity risks.

European Green Transition has struck a new deal this morning, highlighting that it’s not only mining - or even primarily mining - that the company is about. This time, the transaction relates to peat in Ireland, and the carbon credits involved could well generate the company significant income in the near-term. Cathal Friel, one of European Green Transitions founders and a major investor, joins us to tell us more

In this interview, CEO Martin Gouldstone of Oncimmune #ONC - a leading life sciences firm offering autoantibody profiling services to the Biopharma & CROs industries – takes me through :00:00 What the company does and the future growth in precision medicine07:20 New application area in human longevity/ageing10:25 Current client demand12:00 Update on ONC’s commercialisation/turnaround strategy13:25 Outlook & goals for FY2516:15 Cash runway ahead

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Vox Markets speaks to Ronny Breivik, executive chairman of B2B gaming platform provider B90, about how new marketing deals signed by key affiliate partner Oddsen.nu lay a solid foundation for significant global expansion ahead of a busy year on the sporting calendar.

Vox Markets speaks to Hamish Harris, executive director of Aquis-listed spirits investor Rogue Baron, about the valuation potential indicated by recent third-party investment into its Shinju Japanese whisky subsidiary, why George Clooney means good news for its tequila assets, and how its strategy to focus on the ultra-premium spirits category could deliver major upside for investors.

On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including:00:00 His approach to investing & YTD performance02:40 Why no exposure to UK banks?04:15 Smith+Nephew09:45 Haleon14:00 Unilever22:00 Hargreaves Lansdown27:35 Diageo34:05 Smiths Group plc 40:40 Anglo American45:50 Whitbread 51:45 SSP Group plc55:05 National Grid 59:40 Ashtead Group Plc65:00 IMI 67:50 LSEG (London Stock Exchange Group) & valuation76:55 Conduit Holdings