
The Vox Markets Podcast
571 episodes — Page 3 of 12
Ep 23292329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?
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 What the Middle East conflict means for investors04:00 GB Group & Tribal – Purchases10:50 Craneware17:50 Senior22:10 MTI Wireless24:15 Gulf Marine Services30:00 Vistry33:45 Henry Boot36:15 Surface Transforms38:35 Power Probe46:10 Hikma Pharmaceuticals49:40 Synectics54:45 Intercede58:20 Wilmington1:01:10 GlobalData1:04:50 Winvia Entertainment1:07:25 System1 & Brave Bison share swap deal1:11:45 PCI-Pal1:14:35 Autotrader1:17:45 Capita1:20:15 Galliford Try
Ep 23282328: Renowned Fund Manager Greg Coffey takes a near 10% stake in Harena
Watch on YouTubeGreg Coffey, a renowned fund manager has taken a 9.7% interest in Harena Rare Earths, as part of the company's £2 million subscription last month. Coffey has a long track record in fund management going back decades, having started out with Macquarie, worked with George Soros, and moved onwards and upwards from there. He currently has his own fund, which now joins RAB and several other major investment names on the Harena register. Meanwhile, Harena is cracking on with development work at the Ampasindava rare earths project in Madagascar, and continues in talks with the DFC. Harena's chairman Ivan Murphy joins us with all the latest news.
Ep 23272327: The Exchange with John Chinery (alias the Oak Bloke)
Watch on YouTubeIn this investing masterclass, expert stock picker John Chinery (alias The Oak Bloke) takes me through his view of the markets and latest thoughts on 15 stock ideas:00:00 Equity outlook06:05 Wise11:35 Diversified Energy18:10 Mpac22:40 Eco Buildings31:35 PureTech Health39:35 Thor Explorations47:35 Avation53:30 Integrated Diagnostic Holdings58:35 ASA International1:05:00 Gulf Marine Services1:09:15 Greggs1:15:15 Easyjet1:19:30 Future1:24:25 MSI International1:25:25 Atome Energy1:26:15 Kazera Global1:29:00 Favourite stock idea for next 12 months - Intuitive Investments#WISE #DEC #MPAC #PRTC #THX #AVAP #IDHC #ASAI #GMS #GRG #EZJ #FUTR #ATOM #KZG #IIG
Ep 23262326: Pinnacle set to start drilling at El Potrero within weeks
Watch on YoutubePinnacle Silver & Gold is planning an extensive underground drilling campaign at its El Potrero project in Mexico as part of its plans to put El Potrero back into production by the end of next year. The company is already in talks with off-takers in regard to finance, and is likely to keep equity dilution to a minimum. Surface drilling is also planned, and metallurgical work remains ongoing. Pinnacle's chief executive Bob Archer has built mines in Mexico before, and knows his way around re-start projects and how to build them out into bigger and better propositions. He joins Vox to provide more details, and to give us his thoughts about the likely atmosphere at the upcoming PDAC in Toronto
Ep 23252325: EGT Makes Bold Move Into £15m Revenue Wind Services Platform
Watch on YouTubeEuropean Green Transition has taken a major step in its evolution, acquiring a profitable £14.7m-revenue onshore wind services platform at an attractive valuation. With over 900 turbines under contract and more than £22m of repowering pipeline already signed, management believes the deal positions EGT to scale rapidly toward its £50m revenue target while building a cash-generative infrastructure business.

Ep 23242324: 2 P’s on a Pod: Takeover Tensions, AI Shockwaves & Small Cap Opportunities
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 15 stock ideas.00:00 Augmentum Fintech06:10 ME Group12:10 Tracsis18:25 MONY / moneysupermarket26:35 Avingtrans33:10 Cerillion42:15 Spire Healthcare44:50 Unite Group48:50 Pulsar Group52:15 Trainline58:35 Jet261:45 Warpaint64:50 Synectics69:05 Checkit72:25 SDI Group

Ep 23232323: Panther begins met testing on what could be huge magnesium opportunity
Panther Metals has initiated testwork on core drilled out of its Dotted Lake project in Canada in 2024. This core returned huge intercepts of magnesium mineralisation, with some additional nickel and platinum group metals. Magnesium is traditionally very difficult to process out of ores like the the ones at Dotted Lake, but Panther's partners at another of its projects, Winston, reckon this one could be workable. If they're right, then the upside would be very significant. Panther's Darren Hazelwood joins Vox to tell us more.
Ep 23232323: Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
Watch on YouTubeIn this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s positive and in line H1’26 results – including:00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion11:25 H1’26 financial highlights16:55 Progress with medical division (re Adaptix, Magnetica and Scientific Magnets)24:00 Timescales for potential future exits (eg Hayward Tyler and Ormandy)29:10 FY26 & FY27 outlook alongside closing remarks

Ep 23222322: The Exchange with Paul Jourdan of Amati Global
In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 15 stock ideas.00:00 Equity outlook01:40 Greatland Resources / Gold06:55 Boku11:30 Wilmington (recent purchase)17:50 Accesso23:50 Kainos29:20 Alfa Financial31:55 GB Group38:00 Gamma Communications41:20 Yu Group46:25 Serica Energy52:25 Grainger54:35 Jet256:55 Big Technologies62:45 Trainline69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus
Ep 23212321: KEFI hosts Ethiopian PM at Tulu Kapi Groundbreaking Ceremony
Click HERE to watch the video of the Tulu Kapi opening ceremonyKEFI Minerals has hosted a ground-breaking ceremony at the Tulu Kapi gold project in Ethiopia. The ceremony was attended by the Ethiopian prime minister, the provincial governor, the British ambassador, and other assorted dignitaries. It marks the official commencement of construction at the Tulu Kapi project. KEFI’s Harry Anagnostaras-Adams joins Vox to talk us through the implications and to outline what happens next.Watch the interview on YouTube
Ep 23202320: Panther Metals teams up with billion dollar commodity trader Traxys
Watch on YoutubePanther Metals has signed a letter of interest with Traxys, one of the biggest names in the global commodities trading business. The letter relates to Panther's Winston tailings project, which is known to contain significant quantities of several metals, including gold, silver, gallium and zinc. Panther's plan is to produce a resource estimate for Winston within the next month or two, and then move on to economic studies. In the meantime exploration work continues on the company's Ontario portfolio of base and precious metals assets. Panther's chief executive Darren Hazelwood joins Vox to fill in the details
Ep 23192319: 2 P's on a Pod: Small Cap Investing with Paul Hill and Paul Scott
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.0:00 Raspberry Pi06:05 Seeing Machines13:15 Pinewood Technology19:25 Intuit22:35 Beeks Financial Cloud28:35 GB Group33:55 Boohoo40:20 Spire Healthcare43:05 Dunelm46:40 TPXimpact51:15 Cohort58:30 Brickability1:01:35 Springfield1:06:45 SkinBioTherapeutics1:10:35 Transense Technologies1:13:15 LBG Media1:19:30 Trainline1:21:50 On The Beach
Ep 23182318: Pure Tungsten gets set for large-scale, high-margin Korean production within months
For more information, please contact Pure Tungsten Tungsten is just months away from production at a major project in South Korea, and plans to be generating cash from tailings at a second project in Tajikistan by the year end or early next year. In the meantime, a listing is planned, on a market yet to be determined, and interest is expected to be very high. After all, the tungsten price has quadrupled over the past year or so, and tungsten has suddenly become the hot sector. Pure Tungsten's chief executive Tiger Kim joins us to explain why that is, and just exactly how and why Pure Tungsten is positioned so perfectly to benefit. Executive director Jeremy Gray also joins to provide insight on the proposed listing.
Ep 23172317: Talisman targets big copper opportunity in Morocco's Atlas Mountains
Watch on YoutubeTalisman Metals recently re-listed on Aim with a new suite of sediment-hosted copper assets in Morocco, situated in close proximity to one of the largest copper development projects in Africa. There's outcrops at surface, and plenty of prospectivity, so the plan is to get to work in the field, line up some targets and get drilling. Talisman's chief executive Tim McCutcheon joins Vox to fill in the detail
Ep 23162316: From Turnaround to Traction: Inside Tooru’s Next Phase of Growth
In this interview, Tooru plc CEO Scott Livingston discusses the group’s recent operational progress, retail momentum, and capital strategy as the business transitions from restructuring to growth, with a focus on execution, discipline, and long-term value creation.
Ep 23152315: Rome hits more high grade tin at Kalayi, similarities to Alphamin becoming clearer
The latest XRF results from drilling at Rome Resources' Kalayi prospect in the Democratic Republic of Congo have highlighted further high grade tin intercepts over attractive widths. Rome's chief executive Paul Barrett joins Vox to explain the implications of the latest results, and to highlight the similarities to Alphamin's nearby major producing mine that are now emerging.
Ep 23142314: 2 P's on a Pod: The AI Winners Nobody's Talking About
Watch on YouTubeIn this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.00:00 MONY / Moneysupermarket06:00 Craneware09:50 Future jobs to survive the brave new AI world12:00 St James Place and possible AI winners/losers17:55 Some US tech ideas18:40 Synthomer23:05 Iomart30:45 Frontier Development, TinyBuild & gaming stocks36:45 Seeing Machines42:50 hVivo46:10 PZ Cussons48:20 Vp Plc54:35 MJ Gleeson58:55 Warpaint1:04:55 Brave Bison1:10:40 Gaming Realms1:13:10 Power Probe1:15:15 UK IPO advisory fees & rotation into US value#MONY #CRW #SJP #SYNT #IOM #FDEV #TBLD #SEE #PZC #VP #GLE #W7L #HVO #BBSN #GMR #PWR
Ep 23132313: 3D seismic outlines big opportunity for Quantum Helium
Watch on YouTubeQuantum Helium's Howard McLaughlin joins Vox to talk about the results of the company's ongoing 3D seismic work at the Sagebrush and Coyote Wash helium projects in Colorado. Quantum is busy using the newly acquired data to delineate drill targets, and is hopeful of getting the rigs to work later this year, following approvals from the Bureau of Indian Affairs.

Ep 23122312: Interview with Matt Timmins, CEO of Fintel
In this upbeat interview, CEO Matt Timmins of Fintel – a leading fintech provider of software, data, intelligence and associated services to the UK financial services industry - takes me through last week’s positive FY'25 trading update and exciting growth trajectory. Alongside explaining why the company will be an AI winner and future M&A strategy.
Ep 23112311: ECR now producing gold, see the nuggets here
Watch on YouTubeNick Tulloch, chairman of ECR Minerals, joins Vox in the wake of the company's move to production at its Raglan gold project in Australia. The company has laid out a plan which shows that production at Raglan is likely to amount to 938 ounces of gold. That has an in-situ value of A$7 million which, considering the project was acquired for around A$1 million, isn't a bad return. An off-take deal has now been put in place, and as production from Raglan ramps up, attention will also turn to Blue Mountain, a bigger project, not far away.
Ep 23102310: The Exchange with James Thorne of Colombia Threadneedle
In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.00:00 Outlook for UK mid/smallcaps03:15 Auction Technology Group09:15 Kitwave11:20 Oxford Biomedica14:55 1Spatial16:55 Activeops20:10 Eleco & possible impact of agentic AI on software stocks24:25 Microlise28:55 Trainline33:35 Chemring36:40 Trustpilot41:50 Serabi Gold47:20 Yougov50:50 GlobalData54:00 Avingtrans58:10 XP Power1:00:55 Victrex1:03:50 LSL Property Services1:06:50 Norcros1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology GroupATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR

Ep 23092309: Disrupting PR with AI and Performance-Based Results
We speak with Pathos Communications plc (AIM: NEWS) following its recent AIM listing and full-year trading update. CEO Omar Hamdi joins us to discuss the company’s tech-enabled PR model, the rationale behind going public, and key growth drivers behind its rapid international expansion. With a strong start to 2026 and AI innovation at the core, Pathos is positioning itself to reshape the future of media access for SMEs worldwide.
Ep 23092309: Bradda Head poised to benefit from lithium rebound
Watch on YouTubeBradda Head #BHL has just cut an extremely interesting joint venture deal with Rio Tinto #RIO over a hard rock lithium project in Arizona. Bradda Head will take the project on via an earn-in, but Rio isn't letting go completely, which indicates that it thinks there's still considerable upside on offer. Bradda Head's executive chairman talks us through all the implications, and gives us his thoughts on the lithium price and the positioning of Bradda in the months and years ahead.

Ep 23082308: Halo Minerals plans IPO for high-margin Chilean copper tailings
Andrew Dennan, executive director of Halo Minerals, joins Vox to flesh out the details of the company’s upcoming IPO. The company plans to deploy new capital towards the development of one or more copper tailings projects in Chile. These projects are likely to be high margin and relatively easy to permit, given the widespread ESG benefits such clean-up operations can have. Halo will build an SX-EW plant near its main existing project on the coast, and then look to acquire additional projects within a 75-kilometre radius
Ep 23072307: Q&A with Verici Dx CEO Sara Barrington
Watch on YouTubeIn this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through today's positive FY'25 trading update, alongside progress wrt the company's exciting growth trajectory.
Ep 23062306: Shearwater's new Chair on Leadership, Vision and the Road Ahead
Watch on YouTube In his first interview since taking on the role, Shearwater Chair Robin discusses leadership, board priorities, and the Company’s outlook. He reflects on the current market environment, the importance of clear strategy, and how Shearwater is laying the foundations for long-term progress.
Ep 23052305: 2 Ps on a Pod: The Week That Shook Software Stocks
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?09:40 Future15:00 PCI-Pal17:15 Pinewood Technologies21:30 Auction Technologies26:40 Beazley bid from Zurich28:00 Cab Payments30:25 Funding Circle37:30 XP Factory40:40 Watches of Switzerland43:50 theworks49:30 Hardide53:15 Trifast59:30 Alumasc1:02:35 Keller1:04:05 Fevara (formerly Carr’s)1:07:50 Creightons or Warpaint?1:11:10 ME Group1:14:00 Cordel1:14:45 Zotefoams1:15:40 ASA International1:17:30 Bloomsbury#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF
Ep 23042304: Bridging Markets: Why US Investors Are Turning to UK and European Stocks
Watch on YouTubeIn this interview, Jason Paltrowitz, Executive Director at OTC Markets, discusses the growing trend of US investors trading European equities, the rise of cross-trading by UK and EU-listed companies, and how OTC Markets is helping issuers tap into American capital without the burden of a full US listing. From changing investor behaviour to the strategic advantages of US market visibility, Jason offers insight into how cross-border trading is evolving — and what it means for companies and investors on both sides of the Atlantic.https://www.voxmarkets.com/articles/bridging-markets-why-us-investors-are-turning-to-uk-and-european-stocks-5c93ecb
Ep 23032303: The Exchange with Richard Crow (alias Cockney Rebel).
In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 20 stock ideas:00:00 Recent portfolio returns, equity outlook and cash position06:00 Goodwin19:15 Saga30:45 Funding Circle37:25 Zotefoams43:40 Marshalls47:55 SRT Marine51:25 Filtronic54:50 Carclo57:25 Mpac60:00 Dialight1:05:20 AudioBoom1:07:30 Marston’s1:12:20 theWorks1:16:05 Card Factory1:19:55 CML Microsystems1:22:15 Warpaint1:24:10 Other top stock ideas for next 12 months: Journeo, Victrex and S4 Capital#GDWN #SAGA #FCH #ZTF #MSLH #SRT #FTC #CAR #MPAC #DIA #BOOM #MARS #WRKS #CARD #CML #W7L #JNEO #JNEO #VCT #SFOR
Ep 23022302: The most extraordinary week in commodities I've ever witnessed
Watch on Youtube SP Angel's John Meyer joins Vox to discuss the incredible events in the gold and commodities markets over the past week or so, and to pick out some of his favourite stocks amongst the junior and mid-tier miners. Stocks covered include:Anglo Asian Hochschild Mining Fresnillo Greatland Gold Aterian Cornish Metals Kodal Minerals Atlantic Lithium Harena Rare Earths
Ep 23012301: Tharisa set for huge growth amidst backdrop of rising PGM prices
Tharisa has a well-established track record of chrome and platinum group metals production, and is now on the cusp of delivering significant growth through a move underground at its flagship South African mine and the establishment of new lines of production from a major new Zimbabwean project. The company is keeping a tight rein on costs, even as rising commodities prices push margins up, and it's in that context that the shares have doubled over the past 12 months. Even so, CEO Phoevos Pouroulis still argues that the company is undervalued compared to its peers. He joins us to tell us why he thinks that, and to provide details of what will happen next
Ep 23002300: Quantum Data Energy: Q1 Update and Strategy Outlook
In this interview, Quantum Data Energy #MAST CEO Pieter Krügel joins Vox Markets to discuss the Company’s Q1 investor update, recent re-branding, and the strategic evolution of the business. Pieter outlines how Quantum Data Energy is building on its flexible generation foundations, why data led infrastructure is becoming increasingly relevant, and how the Company is approaching growth with a clear focus on execution and capital discipline.

Ep 22992299: Poolbeg Pharma: POLB 001 Clinical Data Published — What’s Next for This Immunomodulatory Asset?
Following the publication of a peer-reviewed paper in Frontiers in Immunology detailing results from the POLB 001 LPS challenge trial, we catch up with Poolbeg Pharma’s CEO Jeremy Skillington and COO Liam Tremble.

Ep 22982298: hVIVO: Staying Resilient and Ready – CEO Mo Khan on 2025 Performance and the Road Ahead
In this exclusive conversation, hVIVO CEO Yamin ‘Mo’ Khan joins us to discuss the company’s FY2025 trading update, which delivered revenue in line with expectations and adjusted EBITDA ahead of guidance. Mo reflects on the successful integration of CRS and Cryostore, the company’s strategic repositioning beyond human challenge trials, and how hVIVO is navigating a shifting clinical research landscape. With momentum building across all service lines, Mo also shares what investors can look forward to in 2026.
Ep 22972297: 2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
Watch on YouTubeIn this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.00:00 Life Science REIT03:30 Auction Technology Group08:40 Spire Healthcare13:10 CT Automotive16:45 Marston’s20:00 Mobico24:00 Cordel28:45 Proservice Building Services marketplace32:15 Use of Stop Losses37:00 Kooth41:45 EKF Diagnostics46:15 Paypoint49:40 Hargreaves Services53:25 Pebble Beach Systems57:20 Eagle Eye1:01:05 Lords Group Trading1:06:00 Craneware1:09:25 Eleco1:14:30 Venture Life#LABS #ATG #SPI #CTA #MARS #MCG #CRDL #PRO #KOO #EKF #PAY#HSP #PEB #EYE #LORD #CRW #ELCO #VLG
Ep 22962296: Q&A with Venture Life CFO Danny Wells
Following yesterday’s positive and in line FY’25 trading update, CFO Danny Wells of Venture Life #VLG - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key drivers underpinning the double digit top line growth05:10 Health & Her/Him brand07:15 Performance overseas & expansion into US11:10 outlook for (17 months ending) May’26 & utilisation of £34.3m cash mountain16:45 Closing remarksDisclosure: Venture Life is a Vox Markets client
Ep 22962296: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
Following today’s strong and better than expected FY’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the:00:00 Current demand picture and growth drivers.04:25 Financial highlights07:45 Future organic and acquisitive growth opportunities10:05 Outlook for 2026 & closing remarksDisclosure: I own shares in Eleco, who is also a Vox Markets client

Ep 22952295: Georgina Energy CEO on $25M Drill Deal: Is This the Start of a Helium Boom?
Georgina Energy (GEX.L) is pushing ahead at its Hussar EP513 prospect with a confirmed $25 million structured offtake funding deal from Harlequin Energy. CEO Tony Hamilton joins us to break down what this means for investors, how Georgina plans to monetise Helium, Hydrogen and Natural Gas, and the company’s roadmap to becoming a producer. We also discuss Schlumberger’s role, revised resource estimates, and the long-term strategy behind this non-dilutive funding model.

Ep 22942294: Harena's shares soar, as PFS showcases US$1bn cashflow potential
Harena Rare Earths has released details of a pre-feasibility study for its Ampasindava rare earths project in Madagascar. The study shows on a base case scenario that the project could generate around US$1bn in cash flow over a 20 year mine life. Capex is set at US$142 million, although further refinements as the DFS gets underway could reduce that. The upside scenario shows potential for US$2.6bn in cash flow, so there really is a lot to play for. Not surprising that the shares soared 25% on the news. Harena's executive chairman Ivan Murphy joins us to tell us what it all means, and what happens next.
Ep 22932293: Chancery Royalty offers investors pre-IPO opportunity in gold and silver
For more information you can contact Chancery Royalty at:Website: www.chanceryroyalty.comChancery Royalty is a new company in the gold and silver royalties space. It already has four royalties in its portfolio, including a significant royalty over KEFI Gold's Tulu Kapi gold mine, which is just going into construction. The company is now raising new funds in a pre-IPO round, and plans to list later this year, most probably in Canada. How is it valued compared to its peers? - very attractively, according to chief executive Jeremy Gray. He joins Vox to tell us more about Chancery's plans, and also to pitch us his predictions for the next upward leg in the gold price. US$7,700 anyone?Email Max: [email protected] Edward: [email protected] Eric: [email protected]
Ep 22922292: 2 P's on a Pod: Which Takeover Bids Will Succeed?
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Auction Technology Group06:30 Beazley08:55 Kitwave14:10 Delisting risk criteria16:35 NCC19:50 Evoke23:30 Flutter25:35 Gaming Realms26:15 Big Technologies31:15 Theworks.co.uk34:55 Treatt39:55 B&M European Retail43:10 Zotefoams47:40 Judges Scientific51:55 Kooth55:45 Beauty Tech Group1:00:25 Bango1:03:30 Boku1:05:20 Funding Circle1:08:30 Raspberry Pi1:14:55 JD Sports1:17:55 Wise1:23:45 Warpaint ATG #BEZ #KITW #NCC #EVOK #FLTR #GMR #BIG #WRKS #TET #BME #ZTF #JDG #KOO #TBTG #BGO #BOKU #FCH #RPI #JD. #WISE #W7L
Ep 22912291: Rome Resources could triple resource base at Kalayi with current drilling
Drilling continues on the ground at Rome Resources' Bisie North tin and copper project in the Democratic Republic of Congo. The rigs are currently at work on Kalayi, where the target is tin at depths of up to 250 metres. They will then move onto Mont Agoma where copper and zinc is situated alongside the tin. The current drill programme could end up tripling the resource base at Kalayi, according to Rome's chief executive Paul Barrett, although we'll have to wait for the assays before we know one way or another. In the meantime, the results from metallurgical work are due soon too.
Ep 22902290: Vietnam Holding: Year in Review 2025 and Outlook for 2026
Watch on YouTube2025 marked Vietnam Holding’s #VNH 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam’s equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplined investment approach. Developments in market structure and ongoing discount management remained key themes as the company looked ahead to 2026.

Ep 22892289: Mining Matters: We are now in a new commodities cycle, says SP Angel's John Meyer
Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots of action as 2026 really gets underway. The next big thing? - Indaba in Cape Town, early February.7:18 Anglo Asian Mining 8:40 Caledonia Mining 9:36 Power Metals10:41 Tertiary Minerals11:43 Metal's Exploration20:08 Andrada 20:41 Cornish Metals22:01 Rome Resources41:38 Atalaya41:55 Kefi 45:20 Kavango
Ep 22882288: Goldstone gets set to drill big in Ghana
Watch on YouTubeGoldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resource to justify the construction of a carbon-in-leach plant to take production to the next level. Goldstone's chief executive Emma Priestley joins Vox to give us more detail
Ep 22872287: Poolbeg Pharma on JPM 2026: Key Takeaways from Healthcare’s Premier Investment Event
Watch on YouTubeFollowing attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg’s strategy in the year ahead.
Ep 22862286: The Exchange with Judith MacKenzie of Downing
Watch on YouTubeIn this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:00:00 Equity outlook06:20 1Spatial10:10 Tracsis16:10 Eagle Eye22:35 Gaming Realms24:10 Ramsdens28:25 Synectics32:20 Cohort36:20 hVIVO41:20 Anpario45:30 Brave Bison48:40 Tatton Asset Management54:00 Avingtrans 56:35 Volex59:55 Flowtech Fluidpower1:01:50 James Latham1:05:25 Ashtead Technology1:06:25 The Property Franchise Group1:09:10 Favourite stock ideas for next 1-2 years. Anpario and Eagle Eye
Ep 22852285: Great Southern Copper all set for big drilling campaigns right across its portfolio
Watch on YouTubeGreat Southern Copper's #GSCU chief executive Sam Garrett joins Vox to talk about the company's exploration successes in Chile in 2025 and the company's plans to follow them up this year. The portfolio offers exposure to silver, copper and gold at very attractive grades, with plenty of upside on offer. Shares in Great Southern tripled over the past year, but relative to peers the company remains attractively valued. That may in part be because the peer group largely trades overseas, but either way, in the current favourable commodities price environment and with lots of drilling ahead and a steady stream of results likely to be coming in sooner rather than later interest in the company is likely to be considerable.
Ep 22842284: Pinnacle Silver & Gold to commence drilling shortly at El Portrero
Watch on YouTubePinnacle Silver & Gold #PINN will shortly commence drilling the underground portion of the El Potrero project in Mexico. The company spent much of last year working up the project to the point where it can be drilled and in the process returned some very high grade gold and silver samples. The project is dominated by gold mineralisation, but there's plenty of silver too, such that at today's prices the value split is about 60:40 in favor of gold. That's according to chief executive Bob Archer who joins us to talk about the drill plans, and further out, about plans to move the company into production too.

Ep 22832283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:00:00 Oxford Biomedica03:50 IQE08:05 Robert Walters13:55 MS International, Cohort & defence sector19:35 Dunelm21:40 Shoe Zone25:45 Which retailers to look at27:20 Fevertree30:40 Premier Miton & fund manager headwinds38:40 Ashmore Group42:00 ME Group46:15 Eagle Eye52:35 Quartix Technologies57:50 Mpac Group64:05 Avacta70:05 Gamma Communications72:45 Xaar77:55 Iofina82:35 The Mission Group68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview