
The Vox Markets Podcast
543 episodes — Page 4 of 11
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.
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
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
Ep 22512251: Driving Growth in Clinical Research: Thomas Forst on CRS’s New Contracts and Future Focus
Watch on YouTube In this in-depth interview, we speak with Thomas Forst, Chief Medical Officer of CRS and the wider hVIVO Group, to explore how the acquisition is reshaping the organisation’s clinical research capabilities
Ep 22502250: 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 19 stocks. 00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment) 06:00 Unite Group and new fees on international students 11:50 GlobalData 16:00 GB Group 19:45 Spectra Systems 22:45 Boohoo 27:10 Pets at Home 29:00 Do new CEOs work for turnarounds? 32:00 Microlise 34:55 Brickability and broader building products sector 38:05 James Latham 41:25 Marston’s 46:10 Churchill China 48:00 Halfords 51:40 Team & WH Ireland merger 53:50 Should Filtronic and Beeks seek a US listing? 56:30 Warpaint 1:00:55 Hilton Foods 1:03:05 Cake Box 1:06:55 Saga 1:09:25 Senior 1:11:30 Kooth
Ep 22492249: Metals One goes big in South African gold and power
Watch on YouTube Metals One #MET1 is investing US$1.8 million in Lions Bay Resources via a convertible loan note, payable in two tranches. Lions Bay owns a sizeable plant in South Africa which can be used to supply power and steam to nearby customers. The plan, though, is to build in a roasting facility that will allow the plant to treat refractory gold ore from waste dumps, and build up a significant production profile. Metals One managing director Dan Maling joins Vox to explain how it all fits together.
Ep 22482248: Pan African hits the big time with move into FTSE250
Pan African Resources is a well-established gold miner with long-standing assets in South Africa and a growing presence in Australia. The company was built around the Barberton gold mine in Mpumpalanga, which first began operating in the nineteenth century. During the past couple of decades Pan African has significantly added to its portfolio, bringing on new mines as well as earnings-accretive tailings projects. The recent high gold price has pushed up margins, and propelled the company to a market capitalisation of nearly £2 billion. Chief executive Cobus Loots joins Vox to talk about the company's promotion into the FTSE250, and where it goes from here

Ep 22472247: Harena gears up for major newsflow
It's been another jet-setting couple of weeks for the Harena team. Company executives and management have recently spent extensive time with the new government of Madagascar, building relationships ahead of the granting of the the permit for the Ampasindava rare earths project on the north coast. Across the Atlantic there have also been meetings with high echelons in the US government following on from the company's listing on the OTC. Executive chairman Ivan Murphy joins Vox to tell us what's been going on, to lay out the upcoming newsflow, and to remind us just how big the opportunity is at Ampasindava
Ep 22462246: Mining Matters: We're in a bull market, says CQS's Robert Crayfourd
Watch the YouTube The CQS Natural Resources fund is one of the most influential and long-standing mining investment trusts in London. Portfolio manager Robert Crayfourd joins Vox to offer his insights into where the mining markets go from here - in a year in which gold has surpassed all expectations, but other metals still have some way to go. Are we now in a bull market? - yes, says Crayfourd, but there's still plenty of upside on the table. CQS remains well positioned in precious metals and in copper equities, and offers investors access to overseas opportunities that they might not otherwise get exposure to. Crayfourd also offers his thoughts on base and critical metals, lithium, and why the weaponisation of the dollar has had such a profound impact on commodities.
Ep 22452245: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
Watch on YouTubeIn this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive H1’26 results and in line outlook.00:00 Demand dynamics across all three divisions06:25 Key financial highlights and capex plans12:05 New product development and distribution strategy15:25 M&A and ongoing integration18:10 Outlook, H2’26 visibility & closing remarks
Ep 22442244: Small-cap Investing with Paul Hill and Paul Scott
00:00 Investor sentiment from Mello conference 02:20 CMC Markets 07:05 PZ Cussons 10:15 McBride 15:29 Paypoint 21:45 Ocado 25:40 Tracsis 28:50 JD Sports 32:45 Plexus 37:40 Bloomsbury Publishing 43:30 Alumasc 48:10 Grainger 52:15 Trifast 55:30 Eagle Eye 59:25 CML Microsystems 63:35 Likewise 68:00 Vianet 72:15 Future
Ep 22432243: GreenX Metals showcases potentially huge German copper deposit
Watch on YouTube GreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset inside an EU that's crying out for more locally-produced critical metals.
Ep 22422242: Quantum Helium initiates 3D seismic on Sagebrush
Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very similar characteristics, and that the seismic that will be run on Sagebrush is actually going right up to Coyote Wash
Ep 22412241: Q&A with IXICO CEO Bram Goorden
Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington’s Disease.

Ep 22402240: This year's Resourcing Tomorrow will be buzzing, says Andrew Thake
Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.
Ep 22392239: 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 latest thoughts on 22 stock ideas. Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40. 00:00 4Imprint 04:45 FDM 09:05 Oxford Instruments 12:40 Avingtrans 16:35 Tracsis 21:00 ME International 25:05 MJ Gleeson 32:30 Hilton Food 34:50 Finseta 37:45 Ultimate Products 43:20 Rightmove 50:25 Light Science Technologies 58:00 Avon Technologies 1:00:45 ITV 1:02:35 Kitwave 1:05:15 Volex 1:08:20 Domino’s Pizza UK 1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory 1:12:40 PCI-Pal
Ep 22372237: Shearwater Results - CEO Phil Higgins & CFO Jonathan Hall talk us through the numbers
Watch on YouTube In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.
Ep 22362236: The Exchange with Ken Wotton of Gresham House
Watch on YouTube In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following: 00:00 Equity outlook 04:30 Activeops 09:00 Pinewood Technologies 12:00 Tribal 16:25 Netcall 21:50 Franchise Brands 25:25 MPAC 28:20 Capita 32:40 Iomart 37:30 Nichols 40:05 Spire Healthcare 43:45 IXICO 46:35 Kooth 52:20 Fintel 55:15 MHA 59:30 Favourite stock idea for next 12 months. Brooks MacDonald
Ep 22352235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?
MedPal AI #MPAL has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.
Ep 22342234: Tony Manini and Darryn McClelland on Asiamet's $105m deal
Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders
Ep 22332233: 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 latest thoughts on 22 stock ideas.00:00 Recent buys/sells. Spectra Systems, Shield Therapeutics and Beeks Financial02:45 Treatt08:05 Brave Bison / M&C Saatchi11:55 TT Electronics16:25 Audioboom20:45 Unite Group / Empiric Student Property26:05 Next 1529:10 Water Intelligence36:45 Zotefoams43:10 Focusrite46:55 Trainline50:50 Anpario53:55 Smiths News57:45 Why are so many smallcaps drifting down on no news?59:35 Spire Healthcare62:00 One Health Group64:45 TP ICAP68:00 Ceres Power72:35 Kromek#SPSY #STX #BKS #TET #BBSN #SAA #TTG #BOOM #UTG #ESP #NFG #WATR #ZTF #TUNE #TRN #SNWS #ANP #SPI #OHGR #TCAP #KMK #CWR
Ep 22322232: Interview with Exec Chairman, Patrick Desouza of Water Intelligence and CEO, Will Knell of American Leak Detection
In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong Q3’YTD results, positive outlook and increasing momentum. 00:00 Key growth drivers, profit margin expansion and ongoing momentum. 07:30 Progress wrt rolling out both the Dallas template, new products/services and customer feedback. 16:10 Outlook & closing remarks.
Ep 22302230: Focusrite Is Back – Profits DOUBLE as New Gear Ignites Sales!
Watch on YouTube Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, and how investment in innovation and supply chain flexibility is positioning the group for long-term growth.

Ep 22292229: Harena to boost US exposure with imminent OTC listing
Harena Rare Earths released full year results the other day, showcasing the company's robust financial and operational position in its first major set of financials since listing earlier in the year. The company continues to boost its profile in the US, ahead of major updates on the ground due from its Ampasindava rare earths project in Madagascar. Executive chairman Ivan Murphy joins Vox to give us an update on all the latest developments
Ep 22282228: The Exchange with Dominic Weller of Octopus Investments
Watch on YouTube In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus Investments takes me through his latest thoughts on the following: 00:00 Equity outlook. 02:50 BOKU 07:20 WISE 10:00 PCI-Pal 15:15 GB Group 20:25 Raspberry Pi 24:35 Ensilica 28:00 Volution 30:30 Optima Health 32:05 IXICO 35:05 Diaceutics 37:45 Hvivo 41:30 Ceres Power 46:05 Trainline 49:45 Itaconix 52:25 M&C Saatchi 53:35 Renew Holdings 56:30 Favourite stock idea for next 12 months. Bloomsbury

Ep 22272227: Cindrigo offers big opportunities in German geothermal power
Watch on YouTubeCindrigo has listed on the main board of the London Stock Exchange with an initial market capitalisation of £40 million. The company plans to develop geothermal projects in Germany, backed by cashflow from a near-term development project in Finland. Chief executive Lars Gulstrand joins Vox to offer an insight into the precise nature of the opportunity here, especially given that power generation in Germany has undergone such radical transformation in recent years with the mothballing of coal and nuclear.
Ep 22262226: Hemogenyx CEO on positive progress with leukemia drug
Watch on YouTube Hemogenyx #HEMO has been given clearance to proceed with the next stage of testing in regard to its HG-CT1 therapy, which is designed to treat leukemia. Hemogenyx's chief executive Vladislav Sandler joins us to talk about the implications of continuing the trials, how they will be structured, and widened with the addition of testing for a group of 12-18 year olds.
Ep 22252225: Gunsynd returns stellar gold and silver grades on Canadian prospects
Watch on YouTubeGunsynd's Hamish Harris joins Vox for an update, following the release of high grade gold and silver sampling results from the company's Canadian projects. The Barb project showed high gold grades, while Bear Twit showed high silver, lead, and zinc. Harris also updated on a company Gunsynd has a significant stake in, Richmond Hill. There, the opportunity in copper looks highly significant too.

Ep 22242224: EGT cuts attractive deal on Swedish copper project
Watch on YouTubeEuropean Green Transition has announced that it has entered into a six-month option agreement for the potential sale of the Pajala copper project in Sweden. With copper prices riding high, it's a good time to be transacting on copper, and it may be that the deal presages a bigger one in relation to EGT's Olserum rare earths project in Sweden. EGT's chief financial officer Jack Kelly joins us to discuss the implications of the deal, how it fits into EGT's wider strategy, and where the company goes from here
Ep 22232223: 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 latest thoughts on 21 stock ideas. 00:00 Recent buys/sells 02:30 MJ Gleeson 05:20 Idox 08:05 Mpac 12:25 Alumasc 15:35 Bioventix 19:15 Auction Technology Group 23:05 RWS 27:05 Centaur Media 29:25 Ingenta 31:35 Light Sciences Technologies 36:50 Goodwin 41:15 Norcross 42:55 Ultimate Products 45:50 Ecora Resources 48:25 Capital (drilling) Ltd 51:15 REACT Group 53:45 Hargreaves Services 56:00 Seeing Machines 59:20 Foxtons 1:02:40 Bloomsbury 1:07:20 Creo Medical #GLE #IDOX #MPAC #ALU #BVXP #ATG #RWS #CAU #ING #LST #GDWN #NXR #ULTP #ECOR #CAPD #REAT #HSP #SEE #FOXT #BMY #CREO

Ep 22222222: The Gluten-Free Revolution: Tooru’s OAF Brand Takes on Tesco — and the £10m Question!
Watch on YouTubeTooru plc (AIM: TORU) has announced that its gluten-free brand OAF — born out of its Juvela business — has expanded to eight product listings in Tesco, with week-on-week growth and advanced talks underway with other major supermarket chains. Unlike most gluten-free brands that rely on rice flour, OAF and Juvela use a unique gluten-removed wheat starch, delivering authentic taste and texture that could redefine the category.
Ep 22212221: 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 latest thoughts on 20 stock ideas. Many apologies too about the quality of my video feed (sound was fine), which may have been caused by a connection &/or broadband issue. 00:00 Health of the UK IPO market and upcoming Shawbrook float. 03:55 Celebrus Technologies 07:45 Paypoint 12:00 Treatt 14:05 Macfarlane 16:35 System1 20:15 XP Power 23:00 Gulf Marine Services 26:55 Supreme 28:50 Tristel 31:50 B&M Retail 36:40 Halfords 39:45 ECO Buildings 44:55 ITV 51:00 Playtech 54:15 Chesterfield Special Cylinders 58:30 Hostelworld 61:40 Brickability 65:50 Watkin Jones 69:35 Severfield 71:55 Time Finance
Ep 22202220: Q&A with MedPal AI CEO Jason Drummond
Watch on YouTubeMedPal AI has unveiled a fully automated, AI-integrated national distribution centre in Swaffham, enabling it to fulfil over 100,000 prescriptions a month. Backed by a rare DSP licence and fresh funding, this move creates a vertically integrated, low-cost prescription fulfilment model aimed at both NHS and private markets. With AI triage, robotic dispensing, and same-day delivery, MedPal is positioning itself at the forefront of digital healthcare
Ep 22192219: KEFI's gold production one giant step nearer
Watch on YouTube KEFI Gold and Copper #KEFI has signed a US$240 million dollar debt deal with two lenders for the development of its Tulu Kapi gold mine in Ethiopia. The closing debt finance allows KEFI to move towards the completion of the equity portion of the funding, for which many local and international investors are already lined up. KEFI's executive chairman joins Vox to provide all the latest news, following what he calls the most significant deal the company's ever done.

Ep 22182218: Exchange with Richard Crow (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 18 stock ideas: 00:00 Equity outlook, YTD’25 portfolio returns and cash position 05:05 Carclo 13:35 B&M European Retail 16:35 Filtronic 18:35 CML Microsystems 24:05 Anglo‑Eastern Plantations 28:05 Funding Circle 35:00 Journeo (& 47:25) 39:20 GB Group 43:05 Creightons 47:40 Shoezone 49:50 When to sell 51:40 TheWorks.co.uk 57:15 ECO Buildings 59:35 AudioBoom 62:30 Dr Martens 64:40 Hargreaves services 67:15 Zotefoams 73:45 Goodwin 75:35 Videndum

Ep 22172217: Tests prove Blencowe's graphite among the best in the world
Blencowe's chief executive Mike Ralston joins Vox for an update on results from the latest testwork conducted on graphite from the company's Orom-Cross project in Uganda. Thus far, graphite tested has proved to be of exceptional quality, and highly desirable for potential off-takers and other customers. Ralston also updated on progress with the ongoing definitive feasibility study at Orom-Cross, as well as the upcoming newsflow, which will include drill results and an updated resource.

Ep 22162216: Q&A with Supreme CEO, Sandy Chadha
In this exciting interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand Slimfast, alongside last month's purchase of heritage carpet care brand “1001”.

Ep 22152215: Gas Flows Again: Prospex Energy Sparks Fresh Cashflow from Viura Field Restart
Prospex Energy (AIM: PXEN) has resumed gas production from the Viura field in northern Spain, a crucial asset for the company. The company stands to benefit from increased cashflow, CEO Mark Routh discusses the operational turnaround, financial implications, and what’s next for this cornerstone project.
Ep 22142214: Harena PFS nears, amid roaring rare earths market
Watch on YouTube Rare earths specialist Harena Resources is busy networking itself into America, via high-level government meetings, a listing on the OTC, and the securing of a significant US presence on the share register. A preliminary feasibility study is nearing completion at its Ampasindava project in Madagascar, and financial results are also pending. So lots to look forward to, and executive chairman Ivan Murphy sits down with Vox to talk us through the highlights
Ep 22132213: Q&A with IXICO CEO Bram Goorden
Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 Today’s positive Sept FY’25 trading update alongside yesterday’s 2 impressive contract wins. 06:64 FY’26 outlook & beyond 11:35 Closing remarks
Ep 22122212: 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 latest thoughts on 27 stock ideas.00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group05:25 Is this a bear or bull market for smallcaps?06:30 Activeops11:50 1Spatial (also 17:25 & 30:50)15:05 Getbusy17:40 Hollywood Bowl19:10 Sanderson Designs21:55 Sosander23:40 AB Dynamics27:15 Oxford Instruments31:20 Gamma Communications34:15 Feedback from call with Tribal management39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services42:30 Yougov45:40 Synectics48:40 Gear4music50:30 Morgan Advanced Materials52:55 Oxford Metrics55:25 Morgan Sindall57:35 Bytes Technology59:30 Gaming Realms1:01:40 Big Yellow & Safestore1:02:55 Goodwin1:05:00 Software Circle

Ep 22112211: Mosman estimates a billion cubic feet of helium at Coyote Wash
Watch on YouTube Mosman Oil & Gas has released an internal best estimate for the helium resource at its Coyote Wash project in Colorado. Using a conservative methodology laid down by independent consultants Sproule, Mosman reckons the overall resource at Coyote Wash to be a little over a billion cubic feet of helium. That's big, chief executive Howard McLaughlin tells Vox, and there could still be some upside. Sproule will now come in to come up with a more official number, as Mosman presses on with further development work

Ep 22102210: UKOG in the vanguard of British hydrogen storage industry
Watch on YouTube UK Oil & Gas has recently generated significant investor interest in its hydrogen projects, raising £4.5 million and partnering National Gas. The move is part of a transition away from traditional oil & gas assets, as chief executive Stephen Sanderson explains. More strategic partnerships may follow.
Ep 22092209: The Exchange with Richard Staveley of Rockwood Strategic
Watch on YouTube In this week’s Exchange, accomplished UK fund manager Richard Staveley of Rockwood Strategic investment trust, takes me through his latest thoughts on the following: 00:00 Stock picking magic behind Rockwood’s alpha generation 06:50 Filtronic 16:15 Treatt 24:05 Funding Circle 31:20 Vanquis 39:20 Mercia Asset Management 44:35 Trifast 48:15 RM 56:20 Capita 65:50 Kooth 73:40 Closing remarks #RKW #FTC #TET #FCH #VANQ #MERC #TRI #RM #CPI #KOO

Ep 22082208: KEFI chairman talks gold and financing at Tulu Kapi
KEFI chairman Harry Anagnostaras-Adams chats to Vox about the implications of the current strength in the gold price, discounting the idea that it's a bubble and arguing instead that a new normal has been created. Central bank buying of gold will continue, he says, and there's a possibility the price could go still higher. Meanwhile, KEFI continues to finalise the financing for its Tulu Kapi gold project in Ethiopia, which is expected to commence production in two years.
Ep 22072207: 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 latest thoughts on 24 stock ideas. 00:00 Recent buys & sells. Spectra Systems and Beeks Financials 01:35 & 06:25 Treatt 04:00 Tate & Lyle 08:25 Beeks Financial 16:05 Intercede 20:30 Unite Group 24:10 Grainger 25:40 B&M 30:20 Beauty Tech 34:50 Peel Hunt and Cavendish 35:55 CVS Group 38:05 Advertising agencies – System1 and M&C Saatchi 42:55 Inspiration Healthcare 49:35 AudioBoom 51:40 Ramdens 53:30 Speedy Hire 55:45 Mondi 58:35 Secure Trust Bank and Lloyds 1:00:40 Gooch & Housego 1:03:20 Topps Tiles 1:05:55 Vertu Motors 1:08:40 Angling Direct 1:10:50 Trustpilot #SPSY #BKS #TET #TATE #IGP #UTG #GRI #BME #TBTG #PEEL #CAV #SYS1 #SAA #IHC #BOOM #RFX #SDY #MNDI #STB #LLOY #GHH #TPT #VTU #ANG

Ep 22062206: Interview with CEO, Sara Barrington of Verici DX
In 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: 00:00 Progress on #VRCI’s commercialisation strategy following July’s £6.35m fund raise and Monday’s in line H1’25 results. 11:20 Future Tutivia volumes and #VRCI breakeven sales level 14:50 Update on Thermo Fisher Scientific relationship (re pre-graft Clarava/PTRA test) 19:15 Other products/services and closing remarks

Ep 22052205: The Exchange with Gervais Williams of Premier Miton
In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 22 stock ideas. 00:00 Outlook for small/midcap equities. 02:50 Opportunity for gold and strategic metals miners, 04:30 Thor Explorations 06:55 KEFI Gold & Copper 08:55 Gold price 10:15 Guardian Metal Resources 12:10 Beeks Financial 14:45 Eleco 16:50 Concurrent Technologies 19:15 Raspberry Pi 23:35 CML Microsystems 25:25 Gamma Communications 25:50 Windar Photonics 29:10 Intercede 31:35 Churchill China 32:35 Plexus 35:35 Savanna Energy 36:50 Paypoint 39:20 CMC Markets 41:50 AO World 44:45 Supreme 47:35 Zotefoams 50:35 Geigner Counter 51:55 Cyanconnode 54:05 Favourite stock idea for next 12 months: Atome
Ep 22032203: 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 latest thoughts on 22 stock ideas. 00:00 Key macro takeaways from past fortnight 01:55 JD Sports 03:00 PCI-Pal 07:20 Wise 09:00 Spectra Systems 15:35 Water Intelligence 21:35 Tate & Lyle 26:25 Treatt 30:15 Ixico 33:05 Animalcare 36:20 Mpac 41:00 Xaar 43:25 Avingtrans 47:40 Renew Holdings 50:10 Hercules 51:00 Hvivo 55:15 Venture Life 57:55 Capita 59:50 Facilities by ADF 1:06:25 Paypoint 1:08:40 Card Factory 1:11:40 OntheBeach 1:12:00 Ondine Biomedical #JD #PCIP #WISE #SPSY #WATR #TATE #TET #IXI #ANCR #MPAC #XAR #AVG #RNWH #HERC #HVO #VLG #CPI #ADF #PAY #CARD #OTB #OBI

Ep 22022202: GLP‑1 Gold Rush: MedPal AI’s CEO on Turning a £45k Deal into a £100bn Opportunity
MedPal AI has just acquired a licensed online pharmacy and raised £550k to support its next big move: entering the fast-growing GLP‑1 weight-loss market. With drugs like Ozempic and Mounjaro in high demand — and online prescribing facing tighter regulation — MedPal is combining AI health coaching with compliant, NHS-linked pharmacy fulfilment. CEO Jason Drummond joins Vox Markets to break down the deal, the strategy, and what’s next.