The Vox Markets Podcast

The tungsten price has been roaring away lately, and has recently hit $300,000/t. It's the perfect time to be bringing tungsten projects on stream, and Pure Tungsten has not one but two projects on the go. The first, in South Korea, should be up and running by the summer, while the second, in Tajikistan will be producing within a year. These projects will then scale up, to the point where Pure Tungsten could well end up challenging established players like Almonty. The mines are big, the grade is good, and the price is right. Pure Tungsten executive director Jeremy Gray joins Vox to tell us more.Pre-IPO Investment Opportunity: https://www.puretungsten.ca/puretungsten-equity-raise-rn?SQF_LEAD_SOURCE=vx

Tharisa has begun underground operations at its South African platinum group metals and chrome mine. The first underground blast took place this week, and development is now underway. The company already has a well established track record of production from its open pit operations and these will continue for some time yet. But the move underground is designed to secure Tharisa's long-term future, and the company is talking about continuing to mine the reef for 60 years. Phoevos Pourolis, Tharisa's chief executive, joins us to tell us more about the underground development, as well as to talk about sentiment around PGMs and chrome, and the new chrome trading facilities that the company has recently put in place.

Quantum Helium has been awarded the operatorship of its Sagebrush asset in Colorado, the last in a line of regulatory hurdles that it had to clear before it was able to initiate major testwork. Accordingly, testing will now get underway shortly after Easter with a view to assessing flow rates, and moving the existing resource, as verified by Sproule, towards a reserve. Quantum Helium's chief executive Howard McLaughlin joins us to fill in the details

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies again for the quality of my video today, albeit the sound was fine. As such we’re going to temporarily pause this weekly show until the technology has been fixed.00:00 Portfolio returns in Q1. Recent buys & sells,03:20 Topps Tiles & building products sector08:25 BRCK/Brickability11:20 Checkit14:05 Fonix18:50 Burford Capital21:35 Airlines & jet fuel costs24:00 hVivo26:45 Spectra Systems29:55 Activeops & software stocks36:05 tinyBuild & gaming companies41:00 Tribal46:15 Keystone Law & possible impact of agentic AI on professional services firms52:25 Plexus58:05 Anpario59:00 Lords Group Trading62:10 Future & other internet real estate assets68:50 Strix71:20 Bioventix

Following today’s positive and in line Dec’25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key strategic developments over the past year03:20 Drivers underpinning the double digit organic sales growth04:35 Financial highlights06:55 Future M&A strategy09:40 Possible impact from Middle East15:05 May FY’26 outlook & closing remarks

Poolbeg Pharma announces its first granted patent for POLB 001 in cancer immunotherapy-induced CRS, strengthening its global IP position. The milestone supports future partnering opportunities as the company advances toward key clinical data in 2026.

Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.

Watch on YouTubeLions Bay Capital (TSXV LBI) which has a close association with London-listed Metals One, has announced further progress on its plans to acquire the assets of Vantage Gold, a company which has been in the Business Rescue bankruptcy process in South Africa for some years. Vantage's assets include a sizeable 4.5 million ounce resource, as well as plant and significant underground development. The deal is somewhat intricate, both in terms of financing, and in terms of extracting the assets from the jurisdiction of the courts. John Byrne, Lions Bay's chairman, joins Vox to tell us how it all fits together.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies for the quality of my video today (tech issue), albeit the sound fine.00:00 How to deal with the current extreme market volatility and pain03:30 Goodwin09:20 Spire Healthcare13:10 Pinewood AI Tech16:25 Volex19:30 Luceco22:25 Gamma Communications26:00 Crest Nicholson & housebuilders30:30 Grainger32:10 NIOX35:05 PZ Cussons37:05 S4 Capital39:40 The Mission Group43:10 Yougov48:45 Personal Group51:05 Mortgage Advice Bureau53:30 AOTI56:30 Bloomsbury Publishing#GDWN #SPI #PINE #LUCE #VLX #GAMA #CRST #GRI #NIOX #PZC #SFOR #TMG #YOU #PGH #AOTI #MAB1 #BMY

Tooru is highlighting recovery in supply, expanding distribution, and high-profile partnerships, but investors will be watching closely to see whether this translates into sustainable revenue growth, improved margins, and disciplined capital allocation amid expansion plans and potential acquisitions.

Watch on YouTubeRome Resources #RMR continues to drill at its Kalayi prospect on the Bisie North project in the Democratic Republic of Congo, and it continues to encounter high tin grades, albeit at this point indicated only by hand-held XRF survey. Nevertheless, the intercepts are wider too, so the combination of grade and width is very encouraging. One hole in particular stood out in this regard, and the company is now drilling below this hole to see if the mineralisation continues or increase. Rome's chief executive Paul Barrett tells us more.

Watch on YouTubeIn this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:00:00 Outlook for equities given geopolitical turmoil03:20 Scott’s investment approach04:45 Ashtead Technology08:15 Jet212:15 Telecom Plus17:05 Trainline21:55 Mobico (formerly National Express)23:10 BRCK (formerly Brickability)28:20 Vistry35:30 Spire Healthcare37:50 MJ Gleeson42:00 Tracsis45:50 Craneware49:30 Gamma Communications53:45 Beauty Tech Group58:35 MONY/Moneysupermarket63:50 Pets At Home67:15 Paypoint71:20 FRP Advisory73:45 Mercia Asset Mgt78:10 Brooks MacDonald81:40 Distribution Finance Capital Holdings83:50 Goodwin85:45 Favourite stock idea for next 12 months. IP Group

Watch on YouTubeKEFI Gold & Copper has just raised £34 million via a placing of shares at 1.2p. The money raised completes the funding required for construction of the Tulu Kapi gold mine in Ethiopia, where work is already underway. There was significant institutional interest in the raise, but retail investors can also get a look in via a separate £1m fundraising exercise that's taking place via RetailBook. KEFI's chairman Harry Anagnostaras-Adams joins Vox to tell us more.

Great Western Mining recently extended the extent of its tungsten holdings around its Defender-Pine Crow project in Nevada. The additional claims were staked on the basis of their geological potential, and also to create a buffer zone against rival staking. The plan now is to get on the ground and initiate field work, with a view to getting the drill rigs turning sometime in July. A potential resource would then follow. Ed Loye, Great Western's chief executive, joins Vox to tell us more.

Watch YouTubeRichmond Hill Resources (RHR) has been working up its Martello gold project in Canada in recent months, and is now just about ready to drill. The initial programme will be about 1,100 metres, and will then probably be followed up by further work, the specifics of which will be dependent on the results. Richmond Hill director Sheldon Modeland joins Vox to tell us about the wider implications of the drill programme and the nature of the opportunity that's on offer at Martello.

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 Sectors potentially benefiting from the war in Iran02:45 Eleco06:55 CAB Payments10:45 System113:50 M&C Saatchi17:10 Trustpilot20:20 Close Brothers23:45 TP ICAP26:40 Funding Circle33:45 Vistry37:45 Victrex43:30 Intercede49:25 Beeks Financial53:25 Fonix57:20 Tribal1:00:45 Spire Healthcare and UK M&A activity1:06:45 ITV1:10:45 JD Sports1:15:25 Intuitive Investments1:22:00 Zotefoams1:24:50 Somero Enterprises1:26:50 Eagle Eye#ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarkets

Watch on YouTubePinnacle Silver & Gold #PINN recently flew a LiDAR survey over its El Potrero project in Mexico with a view to identifying additional prospective areas. To date, the focus has been on old silver and gold workings to the north of the landholding. But following on from the LiDAR survey, Pinnacle has now identified significant silver, lead and zinc mineralisation further south. This type of mineralisation was previously unknown on El Potrero, and will now be the subject of follow-up work, including potential drilling in due course. Pinnacle's chief executive Bob Archer joins Vox to tell us more.

Watch on YouTubeIn this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s positive 2025 trading update, outlook and momentum. 00:00 Key growth drivers and accelerating momentum.10:30 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.19:20 Outlook, anticipated "exponential sales growth" & closing remarks.

Watch on YouTubeShearwater Group #SWG has reported interim results showing 31% revenue growth to £14.0m, driven by strong performance in its Services division and a number of significant contract wins with telecoms, financial services and government customers.

Watch on YouTubeIn this fascinating interview, accomplished UK fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:00:00 Outlook for equities02:10 Spire Healthcare05:05 James Fisher11:55 Gooch & Housego15:35 NCC19:35 Auction Tech Group24:15 Genus28:45 Dialight32:05 XP Power35:20 Flowtech Fluidpower38:35 Coats41:45 Wilmington45:00 Odyssean Investment Trust47:30 Stock idea for the next 5 years. Essentra#SPI #FSJ #GHH #NCC #ATG #GNS #DIA #XPP #FLO #COA #WIL #OIT #ESNT------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarketsListen to our podcast:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlXLearn more: https://www.voxmarkets.com------------------------------------------------------------

Harena Rare Earths has signed an exclusivity agreement in regard to a suite of US rare earths and uranium assets in San Bernadino County, California. This part of California is well-known for mining, and the assets in question are not far away from the US's only producing rare earths mine, owned by MP Materials and well-supported by the US government. Harena will now enter into a due diligence period in regard to the assets, which executive chairman Ivan Murphy estimates will take a couple of months. He joins Vox to tell us more

Watch on YouTubeTom Reynolds has been chief executive of Prospex Energy for around a month, and since he took up the role there's been plenty going on. In this video Tom talks us through his plans, as outlined in a recent letter to shareholders. The company will continue to press ahead with its European gas and electricity assets in what's lately become a very favourable pricing environment. Tom also talks about how Prospex sits financially, and outlines his broader vision for the company.

Watch on YouTubeEuropean Green Transition discusses its recently announced £7.5 million fundraise, which was significantly oversubscribed and completed close to the market price. The funds will support the development of its recently acquired wind turbine operations and maintenance business and help drive future growth in the renewable energy services sector

Rome Resources is acquiring extensive new acreage in New Brunswick in an area known to be prospective, but which has had very little work done on it in the modern era. Some historic samples show tin grading up to around 1.4%. The geology looks encouraging, according to Rome's chief executive Paul Barrett. He emphasizes that Rome's main focus will remain on its assets in the Democratic Republic of Congo, where drilling is ongoing and a new resource is expected in the coming months. Nevertheless, this new ground points to a longer-term trajectory for the company, and indicates where its focus might end up if a transaction takes place on the DRC assets

Watch on YoutubeMark Thompson is an experienced mining investor and commodities trader who formerly worked with Trafigura and is now heading up VSA Capital as non-executive chairman and Tamar Minerals as chief executive. He also recently took a 20% stake in VSA, as he explains in this wide-ranging conversation, because he is bullish that the London mining scene is poised to make a comeback. Part of that call also involves the recent listing of Tamar Minerals in London, a company which has legacy assets in Australia, but which will now focus on assets in Cornwall and Devon. Mark tells us why the opportunity at the Wheal Vor project is so compelling, and discusses just how much tin there might still be left in Cornwall. Is a bull market underway? - yes, but not all commodities are equal. Mark ends the chat talking up tungsten.

Watch on YouTubeGreat Western Mining #GWMO has just appointed Ed Loye as chief executive. A recent raise of more than £3 million has given him an ample warchest with which to get down to work on the company's suite of exploration assets in Nevada. Top of the agenda is to work up the tungsten opportunity at Defender, itself part of a large skarn which links to the company's existing copper resource at M2, a couple of kilometres away. Drilling is planned in the summer, and there will likely be plenty of newsflow in the run up to that work

Watch on YouTubeThe Bureau of Indian Affairs has granted Quantum Helium #QHE its assignment for the Sagebrush property, a crucial precondition for operating on the ground. A similar assignment was granted for the nearby Coyote Wash project a little while ago. The granting of the assignment means Quantum can now get serious about its testing plans on its Colorado helium ground, and really get down to work. Quantum Helium's chief executive Howard McLaughlin joins us to tell us what happens next.

Watch on YouTube Blencowe has announced the addition of a JORC resource for the Iyan deposit at its Orom-Cross graphite project in Uganda. The total resource at the project now stands at 43 million tonnes of ore, with only 2% of the surface area of the licence drilled. The company will also be releasing further drill results from the Beehive deposits in due course, and these will lead on to a further resource upgrade. Will Orom-Cross go through the magic 50 million tonnes mark? It's a number that chief executive Mike Ralston floats without hesitation as he sits down to walk us through the implications of the latest results, and to tell us what happens next.

Watch on YouTubeFor more information you can contact Chancery Royalty HEREChancery Royalty's chief executive Jeremy Gray joins Vox as the company undertakes a new funding round in one of the hottest gold markets the world has ever seen. Chancery already has four major precious metals royalties in its portfolio, and recently acquired a fifth smaller one on an exploration company with huge upside. New transactions are also on the cards, and a potential listing, probably in Canada, but maybe in London is also on the cards. Will Chancery become bigger than Elemental-Altus? - that's certainly the aim, and the company is not shy about saying it