The Vox Markets Podcast

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.

Watch on YouTubeThe helium price has soared in recent years as demand from hi-tech industries has risen and supply has struggled to keep pace. Much of the oil and gas skillset is transferable to helium, but there are significant differences. Mosman's Andy Carroll takes us through the geology, the extraction techniques, processing, sales pricing and overall market dynamics of the helium market. The US and Australia are key, but there are also major production hubs in Qatar and Russia, although no one player controls pricing or supply. Carroll weaves it all together, and also talks about his own experiences in the industry

Watch on YouTubeAt the PDAC 2025 convention in Toronto, Martin Walter, CEO of Carlton Precious Metals (TSX-V: CPI), discusses the company's flagship Esquilache Silver Project in Peru. With a background in major silver transactions, including the sale of Aquiline Resources, Walter highlights Esquilache's high-grade silver, gold, and base metals, positioning CPI well in the current silver bull market.

Watch on YouTube At PDAC 2025, Peter Schloo, CEO of Heritage Mining, discusses the company’s exploration progress in Northwestern Ontario, highlighting pending assay results and an upcoming drill program at Zone 3. He emphasises strong shareholder support and a high-caliber board, positioning Heritage for success in an under-explored Greenstone Belt alongside major players.

Watch on YouTubeAt PDAC 2025, John Merritt, CEO of PRISM Diversified, discusses the company's strategic investment to advance its metallurgical technology and develop a prototype in 2025. He highlights the historical resource of its iron-vanadium deposit, plans for low-emission steel production, and Alberta’s role in supporting energy transition initiatives.

Georgina Energy has announced that a team will be on site at Hussar this month to provide assessments for the environmental impact study. The company is also close to completing on the acquisition of 100% of the Mount Winter project. Chief executive Tony Hamilton explains what it all means

Blencowe Resources has received an expression of interest from the Africa Finance Corporation in regard to its Orom-Cross graphite project in Uganda. Blencowe's CEO Mike Ralston tells us what it all means

Watch on YouTube It was a great privilege to ‘shoot the breeze’ with Jason Paltrowitz, Director and executive Vice-President of OTC Markets Group. Jason knows all the vagaries of European equity markets, having experienced over 20 years in the capital markets industry, He is well known and widely travelled with a proven track record of building winning teams and businesses, delivering value to his clients and stakeholders. Jason carefully ticked all the boxes, as we discussed the advantages of bringing his US investors and introducing them to not only to a huge and diverse number of companies across the European spectrum, as well as providing access to all the major European bourses with his knowledge and innovative ideas, enabling them to trade European stocks to their advantage.

Watch on YouTubeOn this episode of Mining Matters, Vox Markets' Alastair Ford speaks with Mike Ralston, CEO of Blencowe Resources #BRES , about graphite—what it is, what it's used for, how it is mined, processed, shipped, and delivered, and who buys it.

Watch on YouTubehVIVO #HVO CEO Mo Khan discusses the company's acquisition of Cryostore, a specialist in temperature-controlled storage for biopharma clients.

Fintel reports 21% revenue growth, with SaaS now 65% of core revenue. CEO Mark discusses the M&A strategy, and the launch of Matrix 360, a market-first intelligence tool. With regulatory changes driving demand, Fintel is now focused on organic growth, platform integration, and cross-selling to enhance long-term value. (Video release date: 17th February 2025)

In this fascinating conversation, Exec Chairman Patrick DeSouza of WATER INTELLIGENCE PLC and CEO Will Knell of American Leak Detection take me through today’s in line y/e trading update & positive outlook – including:00:00 Introduction of Will Knell & overview of group03:30 Industry’s secular growth drivers06:05 Significance of transformational StreamLabs Water deal & building platform business09:30 USPs offered from StreamLabs Water partnership and timescales involved11:30 Fixing stormwater sewage spills & preventative maintenance.15:50 Buy & Build strategy22:05 Integration of acquisitions and why scale matters25:05 Financial highlights & possibility of adding a dual US stock listing28:30 Long term aspiration of the Board & closing remarks

Watch in YouTube In this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s record H1’24 results and in line outlook – including: 00:00 What Avingtrans does and its secular growth drivers 05:00 Orderbook & financial highlights 09:40 Update on Adaptix, Magnetica and broader medical division 14:55 Group resilience from Trump tariffs 16:20 Possible corporate exits over the next 12-18 month 22:00 Key closing messages

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Recent buys & sells and YTD performance of 2025 top 20 portfolio 02:30 Beeks Financial 07:10 JET2 10:30 Wilmington 16:20 Tracsis 21:10 Springfield Properties 25:55 Intercede 28:20 Zytronic 30:55 FRP Advisory and Begbies Traynor 33:30 Microcap investment trusts and #MAPL 36:00 CREO Medical 39:35 Assetco 41:25 Journeo 44:55 Everplay (formerly Team 17) 46:10 MONY (formerly Moneysupermarket) 49:15 ECO Animal Health 53:15 Zoo Digital 56:50 Videndum 1:00:10 Facilities of ADF 1:03:05 ITV and Zinc Media #BKS #JET2 #TRCS #SPR #IGP #ZYT #FRP #BEG #MAPL #CREO #ASTO #JNEO #EVPL #MONY #EAH #ZOO #VID #ADF #ZIN #ITV

CleanTech Lithium's shares are looking cheap, following a period of lithium price decline, which makes the recently announced retail offer of shares and warrants look attractively priced. Executive chairman Steve Kesler joins us to tell us why he thinks the lithium price may at last be on the road to recovery.

Watch on YouTubeIn this investing masterclass, accomplished UK fund manager Brendan Gulston of Gresham House takes me through his view of the markets and latest thoughts on 18 stock ideas, including:00:00 Equity outlook03:15 MPAC06:30 ActiveOps10:40 Windward12:35 Argentex18:50 Iomart23:05 SysGroup26:25 XPS Pensions29:10 CVS Group & Pets-at-home31:55 Nichols36:40 Greggs41:10 Ten Lifestyle45:00 Angling Direct47:50 IXICO52:05 Fintel54:10 Trufin59:05 UK civil contractors & Costain1:03:35 Favourite stock idea for 2025. Diaceutics

Watch on YouTube We sat down with Mo Khan, CEO of hVIVO #HVO, to discuss their latest £2 million contract and what it means for the future of hMPV research. With a successful pilot study already completed, hVIVO is now gearing up for the final stage of its hMPV characterisation study, paving the way for future human challenge trials.

Watch on YouTubeIn this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:00:00 Equity outlook06:20Iomart07:05 Tracsis09:40 Housebuilders, Bellway & MJ Gleeson14:25 Pinewood18:30 Ricardo21:25 Vertu Motors22:30 Wynnstay25:00 ONDO Insurtech34:25 MS International & defence sector38:40 hVivo41:15 Focusright45:25 Portfolio position sizing50:25 Warpaint51:50 Favourite sector52:50 Gattaca56:15 Speedy Hire59:00 Close Brothers, S&U and Secure Trust Bank64:10 PZ Cussons65:30 Dunelm68:40 Wood Group70:20 First Group

Watch on YouTube CleanTech Lithium #CTL has raised £2.4 million to take it on to the next steps with its Laguna Verde project. Chairman Steve Kesler tells us who's come in with the new money, and what the next couple of months will look like

Watch on YouTubeWhither goest gold? Keith Watson and Robert Crayfourd of Golden Prospect Precious Metals talk gold, gold equities, investment strategies, ETFs, risk, Trump and the macro-economic outlook. The bottom line? - gold is the place to be.

Watch on YouTube 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 25 stock ideas, including: 00:00 Edison Research, Filtronic & 2025 equity outlook 05:25 Yu Group 07:50 Beeks Financial Cloud 10:10 Van Elle 10:35 Galliford Try 12:30 Shoe Zone 14:20 Supreme 17:20 Avacta 18:25 Eleco 20:05 Guardian Metal Resources 23:05 Serabi Gold 26:15 CMC Markets 29:15 Kromek 32:15 Inspiration Healthcare 34:25 Zotefoams 36:50 Ashtead Technology 37:30 TP ICAP 39:30 Concurrent Technologies 42:00 CML Microsystems 44:10 Windar Photonics 47:25 Ondo InsurTech 50:20 Velocity Composites 52:20 Cavendish Financial 53:45 Other interesting firms – Virgin Wines, Shield Therapeutics & Firering Strategic Minerals #FTC #YU #BKS #CAV #CML #CNC #ELCO #GMET #ONDO #SHOE #SRB #SUP #VEL #WPHO #ZTF #CMCX #AT. #AVCT #GFRD #KMK #IHC #TCAP #VANL #FRG #VINO #STX #FRG

Watch on YouTubeIn this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:00:00 Equity outlook05:20 Warpaint11:10 Vertu Motors14:00 Iomart19:45 Filtronic23:50 Alumasc28:05 JD Sports30:40 Victorian Plumbing34:05 Optima Health38:45 Assetco41:40 Grainger45:45 Gattaca & UK recruiters50:50 Funding Circle55:25 Ten Lifestyle1:00:35 Cohort1:02:30 HAT1:05:05 Eurocell#W7L #VTU #IOM #FTC #ALU #JD. #VIC #OPT #ASTO #GRI #GATC #FCH #TENG #CHRT #HAT #ECL

Watch on YouTubeSilver vs gold vs markets. Bob Archer has decades of experience mining silver and gold, and knows the market dynamics of both metals better than most. He shares the insights he's gleaned over the years, and tells us about a new Mexican deal he's putting together inside Venture-listed Pinnacle Silver & Gold