The Vox Markets Podcast

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