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The Vox Markets Podcast

The Vox Markets Podcast

540 episodes — Page 3 of 11

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.

Jan 30, 20265 min

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.

Jan 29, 20269 min

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.

Jan 29, 202610 min

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

Jan 28, 20261h 18m

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

Jan 27, 202618 min

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

Jan 27, 202613 min

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.

Jan 27, 202610 min

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.

Jan 26, 202614 min

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]

Jan 23, 202625 min

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

Jan 22, 20261h 28m

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.

Jan 22, 202611 min

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.

Jan 22, 202622 min

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

Jan 21, 202646 min

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

Jan 21, 202617 min

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.

Jan 21, 202611 min

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

Jan 19, 20261h 11m

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.

Jan 19, 202616 min

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.

Jan 15, 202613 min

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

Jan 15, 20261h 32m

Ep 22822282: Q&A with CEO James Hickman and CFO Judy Happe of Finseta

In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s FY’25 trading update with LFL sales rising 9% to £16.4m.00:00 Strategic progress & impressive growth in Dubai06:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)12:00 FY’26 outlook, valuation & closing remarks------------------------------------------------------------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

Jan 15, 202615 min

Ep 22812281: The Exchange with Christopher & Nick Mills of Harwood Capital

Watch on YoutubeIn this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 21 stock ideas, including: 00:00 Equity outlook & closing NAV discounts05:45 Tribal10:10 Pinewood Technologies12:40 NCC14:55 Spire Healthcare18:00 EKF Diagnostics20:40 ProService Building Services (formerly HSS)26:05 NIOX30:10 Optima Health33:40 Pebble Group38:35 Paypoint41:45 Zigup44:55 Avingtrans47:50 Trifast52:45 Use of EBITDA vs EBIT/PBT as a valuation metric55:00 MJ Gleeson57:35 River Global B shares (re 30% ownership of Parmenion)60:45 Tate & Lyle62:00 Centaur Media63:20 Fevara66:05 Big Technologies68:05 Hargreaves Services71:30 Animalcare75:25 Favourite stock ideas for 2026. Trifast & Oryx International. #NAS #OIG #GLE #SPI #EKF #NIOX #PINE #TRB #BIG #PEBB #AVG #PAY #RVRB #NCC #TATE #HSP #ANCR #TRI #OPT #ZIG #CAU #PRO #FVA

Jan 14, 20261h 20m

Ep 22802280: ECR will start producing gold within a matter of days

Watch on YouTubeECR has hit the ground running in 2026, with a the hiring of a new team to initiate gold production at the Raglan project, and a £1.5 million fundraise which has brought institutions onto the register for the first time. Production is expected to start in a matter of days, and work to get Blue Mountain up and running is also gathering momentum. In the meantime there are opportunities aplenty on the company's exploration portfolio. Nick Tulloch, ECR's chairman, joins us with the latest

Jan 13, 202611 min

Ep 22792279: KEFI will be bigger than Atalaya, says Harry Anagnostaras-Adams

Watch on YouTubeKEFI Minerals is now moving into the construction phase at its Tulu Kapi gold project in Ethiopia, at a time when the gold price continues to hit new highs. According to one broker, this project is the second highest margin gold development project in Africa, and at a production level of 160,000 ounces, the cashflow is likely to run into hundreds of millions of dollars. But KEFI isn't just a one-trick pony. It is also exceptionally well positioned in Saudi Arabia, and even though Ethiopia takes priority, there is plenty of value and millions of ounces on offer there too. KEFI's chairman Harry Anagnostaras-Adams walks us through the latest.

Jan 13, 202622 min

Ep 22782278: Cadence expects cashflow from Azteca within six months

Watch on YouTubeCadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is already funded, and then production, slated to begin by the end of June. Kiran Morzaria is Cadence's chief executive, and he joins Vox to tell us more.

Jan 9, 202616 min

Ep 22772277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.00:00 Outlook for 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of London Investment Group23:20 Topps Tiles26:45 Restore32:55 RWS39:40 Greggs43:30 ITIM47:10 Cerillion51:50 accesso Technology55:05 Seeing Machines1:00:30 Quartix Technology and Microlise1:04:30 Videndum1:08:35 Gulf Marine Services1:21:30 MS International1:23:40 Cohort#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT-----------------------------------------------------------2 P’s on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold.In this show you’ll find:• Live responses to audience questions• Discussion of UK-listed companies and market developments• Commentary on macro trends, wider markets, and current news------------------------------------------------------------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------------------------------------------------------------THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW

Jan 8, 20261h 16m

Ep 22762276: Huge gold opportunity in South Africa for Metals One: Dan Maling and John Byrne explain

Lions Bay Capital and Lions Bay Resources are emerging as the most significant component of Metals One's broad mining and commodities investment portfolio. Lions Bay's executive chairman John Byrne, and Metals One's managing director Dan Maling explain how the relationship developed, and what it will mean for Metals One. Lions Bay brings a big opportunity for significant value to be created in integrated gold production in South Africa, especially against the backdrop of the current sky-high gold price.

Jan 6, 202613 min

Ep 22752275: ECR Says First Gold Production Is Imminent

Watch on YouTubeFor ECR Minerals, 2026 will be all about gold production. At the Raglan alluvial project in Australia ECR already has all the plant and equipment in place and is now assembling the team that will press the "go" button for production. The aim is to be up and running before Easter, and with gold running so high, it's an excellent time to be doing so. Following on from Raglan will come the larger Blue Mountain project, also alluvial. ECR's chairman Nick Tulloch joins Vox with more details, as well as with updates on other projects in Queensland and Victoria.

Jan 6, 202614 min

Ep 22742274: Poolbeg Pharma: Delivering in 2025 and Positioning for a Breakout 2026

In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of the most pressing healthcare opportunities globally, and outlines the strengthened financial position supporting upcoming trials. Looking ahead, Jeremy explains what investors can expect in 2026, why he believes Poolbeg is strategically positioned for value-creation, and why now may be the right time for investors to pay close attention.

Dec 29, 202510 min

Ep 22732273: Rome Resources Targets Deeper Potential at Bisie North as New Drilling Campaign Begins

Watch on YouTubeRome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.

Dec 23, 20257 min

Ep 22722272: Quantum Data Energy – Funding & Dilution Explained

Watch on YouTube This explainer video is designed to help retail investors better understand Quantum Data Energy’s funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice. The video breaks down complex concepts like prepaid and cash warrants, fully diluted share counts, and “non-dilutive” project-level funding in plain English, providing clarity on how capital has been raised and how value is intended to be created going forward.

Dec 23, 202525 min

Ep 22712271: Sproule says Quantum Helium has over 1.1bcf in Colorado

Watch on YouTubeHoward McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estimate (2U) basis. The company has also recently shot seismic, and will look to undertake drilling in 2026

Dec 22, 202510 min

Ep 22702270: Stocks Thematic Discussion with ACF Equity Research: Flexible Low-Carbon Energy and Storage

In this interview, Christopher Nicholson, Head of Research at ACF Equity Research, provides a clear and pragmatic assessment of flexible low-carbon energy companies listed on AIM — a sector increasingly critical to grid stability, data centres and the energy transition. AFC Energy #AFC eEnergy #EAAS Quantum Data Energy #MAST EnergyPathways #EPP Thor Energy #THR

Dec 19, 202533 min

Ep 22692269: Quantum Data Energy: CEO on 2025, the Funding Reset and What Comes Next

In this short end-of-year interview, Quantum Data Energy CEO Pieter reflects on a pivotal year for the company, including the operational progress made, the funding reset that reshaped the balance sheet, and how the business is positioned heading into 2026.

Dec 18, 202510 min

Ep 22682268: 2 P’s on a Pod: Small Cap Chaos! M&A Drama, Profit Shocks & 2026 Hot Takes

Watch on YouTubeIn this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas.00:00 YTD’25 portfolio returns and 2026 outlook06:50 1Spatial09:50 TT Electronics14:10 Hollywood Bowl17:40 Card Factory (& 60:00)21:15 Moonpig25:45 Watkin Jones Group31:05 Synectics37:10 Tribal Group43:10 Essentra45:40 Frontier Developments51:00 Beeks Financial (& 76:45)57:50 SDI Group60:20 Van Elle64:15 Character Group68:40 Tristel73:35 Springfield Properties78:00 Victoria82:20 Nichols84:50 Sthree88:10 Premier Miton91:00 EKF Diagnostics#SPA #TTG #BOWL #CARD #MOON #WJG #SNX #TRB #ESNT #FDEV #BKS#SDI #VANL #CCT #TSTL #SPR #VCT #NICL #STEM #PMI #EKF

Dec 17, 20251h 35m

Ep 22672267: Betting on the Future: A Sit-Down with Golden Matrix Exec Chairman William Scott

In this candid introductory interview, Golden Matrix Group Inc. (NASDAQ:GMGI) Exec Chairman William Scott breaks down the company’s business model in plain terms, explains where growth is really coming from, and shares when investors can expect meaningful profits. Speaking directly to retail investors, Scott discusses the risks ahead, how GMGI plans to expand its international gaming footprint, and why he believes the company is positioned to win in a competitive and fast-moving iGaming space. With no fluff or overcomplication, this conversation offers a grounded look at a small-cap tech company aiming to make a big impact.

Dec 17, 202512 min

Ep 22662266: Rome Resources will be drilling within weeks

Plenty of action brewing at Rome Resources, following the company's recent fundraising. The plan now is to get back onto the ground now and set the drillbits turning on the company's Bisie North tin and copper project in the Democratic Republic of Congo. Rome has already delineated a maiden resource at Bisie North, and is now shooting for higher grade material at greater depths. Klaus Eckhof, the company's chairman, joins Vox to tell us all about it.

Dec 17, 20259 min

Ep 22652265: The Exchange with Laurence Hulse of Onward Opportunities

Watch on Youtube In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 13 stock ideas. 00:00 Equity outlook for 2026 07:35 Pebble Beach Systems 14:10 ITIM 19:50 Fintel 23:15 Synectics 28:00 MPAC 35:45 Audioboom 46:50 The Mission Group 53:15 Mincon 59:50 Alumasc 66:05 Springfield Properties 73:50 Angling Direct 81:15 Likewise 88:25 3 favourite stock ideas for 2026. Pebble Beach Systems, Mincon and RentGuarantor #PEB #ITIM #FNTL #SNX #MPAC #BOOM #TMG #MCON #ALU #SPR #ANG #LIKE #RGG ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

Dec 16, 20251h 35m

Ep 22642264: 2026 will be a massive year for Harena Rare Earths

Ivan Murphy, executive chairman of Harena Rare Earths, joins Vox for a rundown of what happened in 2025 and a look ahead to what's in store in 2026. Much has changed. In early 2025 Harena executed the reversal that gave it its London listing, and then moved rapidly to advance its Ampasindava rare earths project in Madagascar. This project is now well on the way to production, as the licensing process proceeds, and a DFS continues to work its way through the pipeline. Meanwhile, high level talks are continuing both with the US government and with the Madasgascar government. Watch for plenty of newsflow in the coming weeks and months

Dec 16, 202511 min

Ep 22632263: Small Cap Investing with Paul Hill and Paul Scott

Watch on Youtube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on 19 stocks. Also watch out for next week’s Xmas Special at 2pm Wedn 17th Dec. 00:00 Recent buys or sells. 01:20 XP Factory 07:10 Everyman Media 11:25 Big Technologies 16:30 What’s going to trigger a UK smallcap rally? 23:30 Topps Tiles 26:55 Begbies Traynor 31:40 Applied Nutrition 35:00 Ashtead Technology 40:25 Venture Life 44:00 Cohort 46:20 RWS 50:15 System1 56:05 Made Tech 59:50 Oxford Metrics 1:03:40 ME Group 1:07:20 Tate & Lyle 1:10:10 Mears 1:12:40 Restore 1:15:30 Thruvision 1:19:25 Northern Bear XPF #EMAN #BIG #TPT #BEG #APN #AT. #VLG #CHRT #RWS #SYS1 #MTEC #OMG #MEG #TATE #MER #RST #THRU #NTBR ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

Dec 10, 20251h 23m

Ep 22622262: Lithium good times are here again, and Kodal has started shipping

Watch on YouTubeBernard Aylward, the CEO of Kodal Minerals #KOD, joins Vox to talk about the company's nascent lithium production project in Mali, how it's going and what the expansion plans are. Set in motion with an initial US$65 million in capital, the Bougouni project is now up and running, with plans to develop a much larger, stage 2 operation in 2026. In the background, the lithium price has improved markedly, and the mining sector in general has come alive as Kodal has got Bougouni going. So, says Aylward, 2025 was a very good year, and 2026 could be even better------------------------------------------------------------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

Dec 10, 202542 min

Ep 22612261: Q&A with IXICO CEO Bram Goorden and CFO Grant Nash

Watch on Youtube In this upbeat interview, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through today’s strong & slightly better than expected FY’25 results, including: 00:00 What’s been driving the powerful top line growth & current demand picture. 06:15 Financial highlights 09:15 Top level strategic glide path from FY’25 sales of £6.5m to £10m in the medium term and ultimately £20m. 13:50 FY’26 outlook 16:15 Closing remarks ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com

Dec 9, 202518 min

Ep 22602260: MedPal Transforming Wellness: AI, Epassi, and the Future of Preventive Health

In this exclusive interview, MedPal’s CEO Jason Drummond joins us to discuss the company’s latest RNS, revealing a major upgrade to its AI-powered wellness app and a strategic rollout to over 11 million users via Epassi UK’s gym network.

Dec 9, 202510 min

Ep 22592259: Poolbeg Just Landed a Game-Changer

Poolbeg Pharma (AIM: POLB) has announced that its lead asset, POLB 001, will play a central role in the new RISE research programme, a groundbreaking initiative tackling cytokine release syndrome (CRS) caused by cancer immunotherapy. In this interview, CEO Jeremy Skillington and Scientific Advisor Liam Loughrey explain what this means for the company, how the collaboration with leading academic and medical institutions came about, and what the implications are for patients and shareholders alike.

Dec 8, 20257 min

Ep 22582258: CleanTech poised for CEOL and PFS progress early next year

CleanTech Lithium's chief executive Ignacio Mehech joins Vox for an update on the progress the company's been making with its Laguna Verde lithium project in Chile. The company is optimistic that it will be awarded a Special Lithium Operating Contract, otherwise known as a CEOL, in the near-term. That award will then be followed swiftly on by the release of the CleanTech's PFS for Laguna Verde. In the meantime a legal claim has been launched against the company by the Laguna Verde vendors, but this won't affect the CEOL process.

Dec 5, 20259 min

Ep 22572257: Small Cap Investing with Paul Hill and Paul Scott

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 16 stocks. 00:00 Recent buys or sells. Novo Nordisk, Likewise, Topps Tiles, CLS Holdings, Brickability, Peel Hunt & Hvivo 02:20 Tracsis 11:25 Whitbread 16:00 Spire Healthcare 23:50 Trustpilot 30:40 Baltic Classified 37:30 Vp 40:25 Speedy Hire 45:05 SSP Group 49:15 Future 53:55 MONY / Moneysupermarket 58:40 Victrex 64:45 Gooch & Housego 68:55 Essensys 73:50 Funding access for early stage companies 75:05 Tekmar 76:50 One Health Group 80:20 Lindsell Train Investment Trust #TRCS #WTB #SPI #TRST #BCG #VP. #SDY #SSPG #FUTR #MONY #VCT #GHH #ESYS #TGP #OHGR #LTI

Dec 4, 20251h 27m

Ep 22562256: Cadence now funded to first production following off-take deal

Watch on YouTube Cadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money that was already in place following a financing earlier this year. Cadence chief executive Kiran Morzaria joins Vox to give us more detail, and to talk about the longer-term objective of full-scale development of Amapa, which is now one step closer.

Dec 2, 202513 min

Ep 22552255: Exchange with Richard Penny of Oberon Investments

Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas: 00:00 Equity outlook for 2026 04:10 Eagle Eye 07:40 NCC plc 12:10 RM plc 16:40 Inspecs 19:55 Bellway 22:05 Breedon 25:00 Kooth 27:30 Big Technologies 29:15 Easyjet 31:55 SSP Group 35:45 Spire Healthcare 38:25 One Health Group 42:45 Verici Dx 44:30 Distribution Finance Capital 48:05 Zegona Communications 51:30 Victrex 54:25 XAR 58:05 Mincon 1:00:10 Gamma Communications Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical

Dec 1, 20251h 10m

Ep 22542254: Tharisa books $603m in revenue, $117m in profit, and growth continues

Watch on YouTube Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the company.

Dec 1, 202517 min

Ep 22532253: Transformational year: Savannah Resources on track for DFS, FID and construction in 2026

Watch on YouTube Emanuel Proença, chief executive of Savannah Resources joins Vox to talk about the company's Barroso lithium project in Portgual. Lithium prices have recovered sharply in the second half of 2025, even as Savannah has been pressing on with development work at Barroso, which is Europe's largest spodumene project. The plan is to produce a purified spodumene product at significant scale, for shipping to Europe and the wider world

Dec 1, 202534 min

Ep 22522252: Blencowe delivers big resource update and even bigger DFS

Watch on YouTube Blencowe Resources has released two major items of news over the past couple of days. The first was a significant update to resources and reserves at its Orom-Cross graphite project in Uganda. The second was the release of a definitive feasibility study for Orom-Cross outlining a development scenario generates significant earnings and cashflow and that shows an internal rate of return of over 90%. The net present value is set at over US$1 billion. CEO Mike Ralston joins Vox to talk us through the numbers, and to tell us what happens next

Dec 1, 20258 min