The Vox Markets Podcast

Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, plans for future exploration and development, and the tax breaks available to investors through the EIS scheme.

Watch on YouTube Blencowe Resources #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifically, work on a definitive feasibility study is already well advanced, and drilling is ongoing. Blencowe's Mike Ralston joins us to tell us more.

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 Renold and M&A targets 05:00 Stelrad 07:25 Future & possible AI impact 12:40 Bloomsbury 17:30 Restore 20:25 Amcomri 22:40 Water Intelligence 25:40 Essentra 29:00 Topps Tiles 30:30 Harbour Energy 32:40 Velocity Composites 34:45 Calnex Solutions 38:15 ITV 41:35 React 43:05 Big Technologies 52:15 Shoe Zone 55:05 Beeks 57:00 IXICO 1:00:55 Vesuvius 1:03:45 Johnson Matthey 1:04:15 Zotefoams 1:07:40 4Imprint #RNO #SRAD #FUTR #BMY #RST #AMCO #WATR #ESNT #TPT #HRB #VEL #CLX #ITV #REAT #BIG #SHOE #BKS #IXI #VSVS #JMAT #ZTF #FOUR

Watch on YouTube In this interview following today’s positive and in line March H1’25 results, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through: 00:00 What the business does, its key USPs & growth opportunity ahead. 05:10 Financial highlights, operating leverage, breakeven sales and revenue cover. 10:20 Expansion strategy, new product development & current industry demand (eg tariffs). 15:15 Capital resources and cashflow 17:20 Closing remarks.

The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for many years a trailblazer in Ethiopia, and which is now developing a gold mine.

Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?02:10 Passive vs active funds07:05 WISE14:45 Burberry19:25 JD Sports22:15 Frasers28:20 Vistry32:00 RWS36:00 Brave Bison41:00 Roberts Walters43:00 Focusrite46:55 Camellia51:05 Agronomics55:10 Portfolio construction, stock concentration & risk management60:40 DCC64:00 SDI66:15 Favourite stock for next 12 months. DCC

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 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’ 04:00 HAT and M&A activity 06:10 Potential other M&A targets eg Inspiration Healthcare 11:40 Eurocell 15:55 Wickes 18:50 Brickability & Michelmersh 21:35 Marks & Spencer 25:00 Cranswick 27:10 Diaceutics 30:25 Tristel 33:30 RNK 37:05 Venture Life 41:15 MacFarlane 44:20 Foresight Group 48:20 ITM Power 52:55 Watches of Switzerland 57:00 Victorian Plumbing 61:45 What is a ‘coffee can’ stock? 62:30 Ultimate Products 66:00 Gooch & Housego 68:35 Mobico 71:55 Big Technologies 74:40 Argentex #HAT #IHC #ECEL #WIX #BRCK #MBH #MKS #CWK #DXRX #TSTL #RNK #VLG #MACF #FSG #ITM #WOSG #VIC #ULTP #GHH #MCG #BIG #AGFX

What are batteries, how do they work, what are cycles, cycle-lives, and what are the different types of battery? What are the opportunities for investors interested in the battery space, and what will advances in these technologies mean for the future? John Wood is chief executive of Gelion, a company developing sulfur-based battery technologies. He joins us with the answers

Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-Ventures

Watch on YouTube In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas. 00:00 Outlook for UK small/midcaps and M&A activity 03:45 Avon Protection 06:35 Senior 10:20 Victrex 14:30 Premier Foods 18:40 Currys 22:00 Dominos Pizza 25:30 Watches of Switzerland 31:20 Keller 34:15 Marshalls 38:15 Serica Energy 43:50 Hunting 47:45 M&C Saatchi 52:10 Savills 55:00 Everplay 58:50 Oxford Nanopore Technologies 1:03:35 Wilmington 1:06:25 Favourite stock idea - DFS Furniture

Watch on YouTube Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.

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. 00:00 Implications of US and UK interest rates decisions 04:45 Big Technologies 09:15 Renishaw 13:55 Filtronic 16:35 XP Factory 20:25 Victrex 22:20 1Spatial 26:35 Anpario 27:40 Windar Photonics 30:45 Facilities of ADF 36:20 Card Factory 38:15 Trainline 42:40 Gulf Marine Services 46:05 James Cropper 49:15 CT Automotive 53:20 Polarean Imaging 55:30 Pulsar Group 59:35 Skillcast 1:01:30 Redcentric 1:05:55 Franchise Brands 1:08:35 Character Group #BIG #FTC #RCN #RSW #VCT #XPF #POLX #ANP #WPHO #GMS #CARD #TRN #SPA #PULS #SKL #CRPR #FRAN #CTA #ADF #CHAR

Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas: 00:00 Outlook for UK smallcaps 05:15 M&A activity and Corpay’s approach for Alpha International 08:55 Babcock International 11:45 Qinetiq 15:20 Moneysupermarket or MONY 18:30 Telecom Plus 22:15 Moonpig 25:30 Onthebeach 27:25 How important is cashflow yield as a stock picking metric? 28:55 Warpaint 31:10 Mears 34:45 MJ Gleeson & potential Building Safety Levy 38:45 Henry Boot 41:30 GB Group 45:40 Yougov 48:35 NCC 51:50 AOTI Inc 55:40 RWS Holdings 58:25 Beeks Financial Cloud 60:05 Favourite stock idea - Alpha International #ALPH #BAB #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS

Watch on YouTube 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 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home 07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds) 13:35 Genus 18:40 Clarkson & impact of Trump’s tariffs 24:05 Victrex 27:00 LBG Media 29:35 MPAC 33:15 Trifast 36:55 Strix 39:00 DRX 43:00 Eleco 47:50 Tracsis 49:35 Corero Network Security 52:20 Focusrite 56:00 Restore 58:55 Cambridge Cognition 61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter 65:30 Whitbread 68:45 Carclo Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected] . Published by Vox Markets

Watch on YouTube In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and continued permitting efforts in Italy and Poland—all positioning the company for long-term value creation.

Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through: 00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion. 05:30 Financial highlights 10:25 Strategic rationale & integration of Vertical Digital and PEMAC acquisitions 13:55 New product development 16:40 Outlook for 2025 and inherent resilience of business 18:10 Closing remarks and potential valuation upside Disclosure: I own shares in Eleco, who is also a Vox Markets client

Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that KEFI will have a great deal more flexibility in regard to whether or not it chooses to retain its Saudi assets. Harry also talks about the gold price, and what the newsflow will look like over the next few months

Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launches

Watch on YouTube In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including: 00:00 Mpac’s core markets, USPs and growth drivers 02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24 07:40 Financial highlights 11:20 Q1’25 trading and FY’25 revenue cover 17:35 New product launches and future development 20:50 Pension 21:45 Closing remarks

Watch on YouTube Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but does these in turn mean now is the time to get in? Anton du Plessis, chief executive of Zinnwald Lithium #ZNWD takes us through the intricacies of the lithium mining and production industry, and explains how his own company is strategically positioned to feed growing demand from Europe.

Watch on YouTube In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00 Outlook for UK mid/smallcaps 03:45 Chemring 07:25 Avingtrans 10:30 Inspecs 12:50 Oxford Instruments 16:20 Paypoint 19:10 Trainline 21:55 Auction Technologies 25:05 Tekmar 27:15 Crest Nicholson 32:10 Eleco 34:55 Activeops 38:25 Yougov 41:05 Microlise 45:05 Oxford Biomedica 51:00 Everplay 54:20 Bridgepoint 60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)

Watch on YouTubeIn this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts stock 21 ideas.00:00 Argentex & how to survive a lightning strike?11:05 Tracsis14:25 RWS18:00 Somero Enterprises22:10 Which UK firms might benefit from sky high US tariffs for Chinese goods?23:20 Watches of Switzerland25:40 Brickability, Ibstock, Forterra & Michelmersh Brick29:25 Paypoint32:25 4Imprint34:30 Hollywood Bowl37:20 Celebrus Technologies40:55 Activeops42:50 AOTI inc (REG-S)45:40 Next 1548:35 System151:15 MP Evans53:15 Renold56:55 Severfield58:45 GB Group62:20 Warpaint#AGFX #TRCS #RWS #SOM #WOSG #BRCK #IBST #FORT #MBH #PAY #BOWL #CLBS #AOM #AOTI #NFC #SYS1 #MPE #RNO #SFR #GBG #W7L

Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s record FY’24 results, strong start to 2025 and long term expansion strategy.

Watch on YouTube The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.

Happy Easter and hope everyone enjoys this week’s smallcap investing show with UK equity analyst & capital markets commentator Paul Scott, who kindly took me through his latest thoughts on 18 stock ideas. 00:00 Any recent buys or sell? 02:20 Bunzl 08:45 Oxford Instruments 12:30 Cerillion 16:20 Vp 18:05 Speedy Hire and HSS 22:10 Audioboom 25:35 MHA 29:00 Mercia Asset Management 32:50 Yougov 36:15 Serabi Gold 41:00 Kooth 46:00 NIOX Group 52:50 Dunelm 53:25 Hunting 56:55 James Latham 58:00 Renishaw 60:30 WISE #BNZL #OXIG #CER #VP #SDY #HSS #BOOM #MHA #MERC #YOU #SRB #KOO #NIOX #DNLM #HTG #LTHM #RSW #WISE

Watch on YouTube United Oil and Gas has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and is looking to make an announcement on that soon. Brian Larkin, United's chief executive and founder, joins Vox to tell us more.

Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook. Disclosure: I own shares in IXICO, who is also a Vox Markets client.

In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.09:30 Cohort11:20 Avingtrans15:10 Inspecs17:40 Flowtech Fluidpower21:00 Ashtead Technology23:45 Liquidity in stocks with mrkcaps of <£50m26:20 Springfield Properties29:55 The Property Franchise Group34:15 Passive vs Active fund management38:15 Eagle Eye44:20 hVIVO49:15 Tracsis52:50 1Spatial56:10 Ramsdens and H&T (58:50)59:00 Hargreaves Services61:35 Frenkel Topping65:15 Kitwave Wholesale67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)

Serial entrepreneur and founder of European Green Transition Cathal Friel has joined its board as non-executive chairman. He joins us to tell us why, and what's next for the company

KEFI Gold and Copper is on the cusp of initiating construction at the Tulu Kapi gold project in Ethiopia. A few final tweaks are being made to contracting arrangements, but site preparation is already underway, the security setup has been established and work resettling certain members of the local community has begun. The pit at Tulu Kapi was designed using a conservative gold price of US$1,250, so with the current gold price soaring away at over US$3,000 there's the opportunity for huge margin. Harry Anagnostaras-Adams, KEFI's executive chairman is here to tell us more.

Watch on YouTubeIn this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas:00:00 Key learnings from Trump’s trade tariff volatility07:25 Treatt18:15 Churchill China23:00 JD Sports27:40 Ramsdens30:40 Gooch & Housego34:55 Everplay (formerly Team17)37:25 THG (ie TheHutGroup)41:05 Oxford Biomedica44:25 hVivo47:35 Gulf Marine Servies51:30 Cavendish54:0 Intercede54:45 Flowtech Fluidpower57:25 Calnex Solutions1:01:45 CML Microsystems1:05:45 Xaar1:06:45 Quartix Tech1:08:05 Epwin1:11:30 Oxford Metrics1:13:45 XPP1:15:55 ITV #TET #CHH #JD. #RFX #GHH #EVPL #THG #OXB #HVO #GMS #CAV #IGP#FLO #CLX #CML #XAR #QTX #EPWN #OMG #XPP #ITV

Watch on YouTubeIn a recent interview with Vox Markets, Mo Khan, CEO of hVIVO #HVO, discussed the company's record-breaking performance in 2024 and its strategic outlook for 2025.

Watch on YouTubeWhat actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and can the world really reach the targets that have been set for it?

​In an interview with Vox Markets, Prospex Energy #PXEN CEO Mark Routh discussed the company's recent operational developments.

Watch on YouTube In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including: 00:00 What type of stocks John prefers. 02:50 Bonkers stocks - Polar Capital 07:40 Portfolio performance & tweaking investment tactics 09:30 WHSmith & using stop losses 14:40 Equity outlook 21:10 Serica Energy plc 25:50Premier Foods 30:00 ME Group 33:15 PayPoint 36:30 Bloomsbury Publishing 41:05 Plus500 44:35 IG Group 45:45 NIOX 48:30 Halozyme, Inc. 51:35 Bioventix 53:10 Renew Holdings 58:10 Zegona Communications 62:15 Gamma Communications 66:50 Pollen Street Capital 69:45 Intermediate Capital Group 71:20 XPS Pensions 73:40 3 favourite ideas for 2025.

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 18 ideas on the following: 00:00 Impact of Trump’s tariffs on the markets 06:20 FANG/Mag7 stocks & Q1’25 portfolio performance 11:20 Argentex 18:40 Zotefoams 21:00 Could paradoxically tariffs provide a mini boost to the UK? 23:30 Spectra Systems 27:30 Creo Medical 30:40 Spire Healthcare 32:25 Xaar 35:55 Treatt 39:10 4Imprint 43:00 Big Technologies 48:20 James Halstead 51:25 Qinetiq 54:00 1Spatial 57:10 Distribution Finance Capital 1:03:40 CMC Markets 1:06:15 Victorian Plumbing 1:08:45 JD Sports 1:10:55 EKF Diagnostics 1:15:30 Volex #AGFX #SPSY #SPI #BIG #ZTF #TET #XAR #CREO #QQ. #FOUR #DFCH #CMCX #SPA #VIC #JFD #JD. #EKS #VLX

Watch on YouTube Vox Markets caught up with Poolbeg Pharma #POLB CEO Jeremy Skillington at the Master Investor Show, where he discussed the company's exciting progress in 2024. Jeremy highlighted strong investor engagement and shared updates on Poolbeg’s two lead programmes.

Watch on YouTubeShares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, meaning that the company is now producing and cashflow is coming in. An ASX listing is now planned. managing director Shaun Day talks us through it all, and outlines what plans the company has going forward.

Watch on YouTube In an interview with Vox Markets at the Master Investor Show, Jack Kelly, CFO of European Green Transition, discussed the Olserum Rare Earths project and EGT’s strategy to monetise mining assets while acquiring revenue-generating green economy businesses.

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 17 ideas on the following: 00:00 Close Brothers – NEW Purchase 03:10 Big Technologies – NEW Purchase 12:45 Plexus Holdings 17:20 Yougov 20:00 SIG 24:10 Advanced Medical Solutions 28:05 Eagle Eye 33:45 Centaur Media 36:40 Card Factory 39:55 Volex 44:00 Breedon 47:10 Fonix 51:00 Focusrite 54:30 Somero Enterprises 56:35 WISE 1:03:25 Zotefoams #CBG #BIG #POS #YOU #SHI #AMS #EYE #TUNE #CAU #CARD #VLX #BREE #FNX #SOM WISE #ZTF #BKS

Watch on YouTubeWheaton Precious Metals #WPM is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of Wheaton Precious Metals, joins us to talk about the pioneering business model, how it's got the company to where it is today, and where it goes from here.

Watch on YouTubeClive Newall and Sally Norcross-Webb of Cornish Tin join us to discuss the latest developments in relation to the company's Tregonning lithium project, which has recently doubled in size, as well as updating on the latest fundraising and upcoming tin and lithium drilling campaigns.

Watch on YouTube In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including: 00:00 Equity outlook 03:50 Chemring 10:10 Treatt 14:40 Fevertree & Diageo 19:45 Breedon, UK brick makers & Brickability 24:25 SigmaRoc 27:10 Takeover bid for Bakkavor by Greencore 29:40 Cranswick 32:35 Everplay (formerly Team17) 37:40 Grainger 43:35 Warehouse REIT 44:05 Volution 47:50 AB Dynamics 51:30 Kainos 56:55 Raspberry Pi 64:15 GB Group 69:40 Rotork 73:45 Oxford Instruments 79:20 Two favourite ideas for 2025. #RPI & Boku

Watch on YouTubeIn this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks.00:00 Market volatility04:25 REIT opportunities - Life sciences, CLS Holdings and Safestore (09:00).10:10 Spire Healthcare15:40 4Imprint18:55 Greggs21:15 Churchill China23:20 Kitwave26:00 Bid approach for Bakkavor by Greencore29:00 Van Elle33:05 Watkin Jones38:10 Grainger41:00 Beeks Financial Cloud45:05 Intercede50:45 Essensys56:05 Tracsis58:55 Bloomsbury Publishing61:20 OSB / One Savings Bank63:35Vanquis Banking65:15 B&M European69:30 Average position sizes69:45 Plexus Holdings #LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS

Watch on YouTube Richmond Hill has just signed a letter of intent to acquire a significant swathe of exploration licences in Quebec. The licences are thought to be prospective for copper, gold and antimony, amongst other metals. Hamish Harris joins to tell us about Richmond Hill's transition away from the drinks industry into natural resources, and to outline what happens next

Watch on YouTube Harena Resources will shortly be listed on the main board of the London Stock Exchange, following a reversal into Citius, a cash shell. Harena's Joe Belladonna joins us to discuss the upcoming feasibility study, relations with the Madagascar government, the macro-economic positioning of rare earths, and much more

In this investing masterclass, stock market expert Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Equity outlook 05:30 Rolls Royce 13:50 Avon Technologies 16:00 ITV 18:10 Audioboom 24:15 Onthebeach 28:55 Filtronic 35:00 CMC Markets 39:10 ME Group 41:35 Carclo 46:05 Coats - apologies, unfortunately I got confused and stupidly thought #COA was Bodycote #BOY. Just highlights the dangers of trying to answer investor questions live. C'est la vie. 48:05 Mpac 52:35 Anpario 57:25 Watkin Jones 63:05 Zotefoams 67:00 Liontrust Asset management 72:25 Keller 75:25 Bloomsbury Publishing 78:50 Favourite 2 stock ideas for the rest of 2025. #BOOM & #WJG

In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 What’s happening on the markets & why investors shouldn’t be too despondent. 06:40 Warehouse REIT 10:00 De La Rue 14:35 Spire Healthcare Group plc 21:45 Capita 27:05 Hunting 31:40 Gaming Realms 36:05 ITV 40:15 Zotefoams 42:50 Tracsis PLC – New Purchase 49:45 H&T Group plc 55:55 FW Thorpe Plc 60:15 Quartix UK Tech

Watch on YouTube At PDAC 2025, Vilhjalmur Vilhjalmsson, CEO of Ubique Minerals (CSE: UBQ), outlines the company’s upcoming exploration campaign in Namibia, focusing on the eastern extension of past-producing zones. With local support, and existing infrastructure, Ubique aims for steady progress updates, refining targets ahead of potential drilling in mid-2025.