The Vox Markets Podcast

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

Watch on YouTube In this exclusive interview Chris, CEO of Polarean, discusses the company’s latest achievements

In this investing masterclass, accomplished UK fund manager Stephen English of Stellar Asset Management takes me through his view of the markets and latest thoughts on 14 stock ideas

Watch on YouTubePulsar Helium #PLSR has completed drilling at its Jetstream #2 well, and encountered significant helium thicknesses and attractive grades. The results correlate well with those obtained from the recently re-drilled Jetstream #1 well. We are joined by Pulsar chief executive Thomas Abraham-James to tell us more.

Watch on YouTube Following today’s positive FY'24 trading update, CEO Jerry Randall of Venture Life - a leading consumer healthcare products firm - kindly take me through the company's: Current demand picture & FY’24 performance. Strategic rationale & integration of Nov’s £10m acquisition of Health & Her Outlook for 2025 and beyond.

In this exclusive interview, hVIVO CEO Mo Khan discusses the company’s latest human challenge trial contract with Inhalon Biopharma, testing a next-generation mucosal RSV antiviral. Mo addresses industry speculation around RSV trials, explains why RSV antivirals remain a key growth area, and shares insights on hVIVO’s strong sales pipeline conversion, with this being their fourth new study announcement in under two months. He also provides a quick update on the recent CRS acquisition and what’s next for the company.

Watch on YouTube After this morning's trading update, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services to the Biopharma industry – takes me through the company's current demand picture, pipeline and August FY25 guidance.

Watch on YouTubeIn this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:00:00 Secret sauce behind Rockwood’s success.06:40 Capita13:35 Filtronic & how to value the stock19:05 Funding Circle24:00 Vanquis Banking32:55 Argentex38:50 RM43:00 Van Elle47:25 Flowtech Fluidpower52:25 James Fisher56:30 STV Group1:0:55 Kooth1:06:25 Pennant International1:10:35 Favourite stock idea for 2025 & portfolio management

Watch on YouTube More drilling news from Rome Resources, this time at Kalayi. Paul Barrett joins us to explain the significance of the latest results, what it all means, and what will happen next

Exciting times for the company as we sit down with Mo to discuss a record-breaking FY24, the game-changing acquisition of two clinical research units from CRS, and the strategic vision driving future growth. Mo shares insights on the synergies behind the CRS deal, the growing order book, and the evolving £40m pipeline of opportunities. Plus, we explore what’s next for the company’s M&A strategy. Don’t miss this deep dive into a company on the rise!”

Watch on YouTubeFollowing today’s positive FY'24 trading update, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco #ELCO kindly take me through the:00:00 Current demand picture & recent client wins for Eleco’s Buildtech software.05:20 Financial highlights10:10 Strategic rationale & integration of Jan’s €8.4m acquisition of PMI Software13:50 Outlook for 2025 and beyond.Disclosure: I own shares in Eleco, who is also a Vox Markets client

Watch on YouTube Following today’s resilient FY'24 trading update, CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through the : State of the UK building products market & timing of recovery. Financial highlights & outlook for 2025. Why investors should remain optimistic.

Watch on YouTube In an exclusive interview, hVIVO CEO Mo Khan discusses the company’s latest milestone—a world-first pivotal Phase 3 human challenge trial for a whooping cough (pertussis) vaccine candidate. Mo delves into why ILiAD is leading this groundbreaking initiative, the trial’s key objectives, and its significance for hVIVO’s expanding portfolio. He also provides insight into the increasing global burden of pertussis and hVIVO’s readiness to conduct bacterial challenge trials at its state-of-the-art Canary Wharf facility.

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 Are animal spirits returning to the equity markets? 02:30 Which sectors might benefit from UK government deregulation? 04:50 Serica Energy 09:20 Watkin Jones 10:10 abrdn 13:25 Capital (Drilling) Ltd 16:45 Beeks Financial 20:15 Cordel Group 25:50 Windar Photonics 29:25 Colefax 31:50 Zotefoams 33:25 Spectra Systems 35:35 James Latham 37:25 Epwin Group 39:10 Card Factory 40:50 JD Sports 44:00 Creo Medical 48:55 Feedback Medical 51:35 LBG Media 55:20 System1 58:05 1Spatial Due to a diary clash, the next episode is in 2 weeks time (Friday 7th Feb) 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]. #SQZ #WJG #ABDN #CAPD #BKS #CRDL #WPHO #CFX #ZTF #SPSY #LTHM #EPWN #CARD #JD. #CREO #CREO #FDBK #LBG #SYS1 #SPA

Watch on YouTube Rome Resources has released assay results from two holes drilled at its Mont Agoma tin project in the Democratic Republic of Congo. The results support the company's geological interpretation of Mont Agoma, and the grades look world class. Chief executive Paul Barrett joints us to explain.

Watch on YouTubehVIVO has secured a £2.7 million contract for its hLAB division to serve as the sole virology lab for a global Phase 2 influenza drug study involving 5,000 participants. This milestone marks hVIVO's largest standalone lab services contract, leveraging its expanded Canary Wharf facility.

Watch on YouTubeIn this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global Investors takes me through his view of the markets and latest thoughts on 19 stock ideas, including:00:00 Outlook for 2025 08:00 Diaceutics11:30 Creo Medical 16:30 IXICO 18:25 UK building products sector & Brickability Group19:55 Tracsis 23:50 Cordel Group 25:55 essensys 29:20 Water Intelligence30:50 Private medicine & Spire Healthcare Group plc32:40 Windar Photonics A/S 34:50 Solid State 39:40 EnSilica 42:35 SRT Marine Systems plc 45:30 Ashtead Technology 48:35 Serica Energy plc55:40 Greatland Gold 58:40 Hochschild Mining 1:01:45 STV Group plc1:02:20 Two favourite stock ideas for 2025 – Feedback & Alpha Group International.Lastly, if anyone or any company would like to sponsor the Show (re naming rights), then please feel free to contact me here or via my email address [email protected].

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 Bond market relief as inflation falls03:05 IG Design Group11:45 Card Factory15:45 JD Sports19:50 Sosander23:15 FD Technologies25:55 Everyman Media29:55 Facilities by ADF34:55 UK housebuilders: Vistry, Persimmon Homes, Gleeson Homes & Taylor Wimpey41:50 SRT Marine Systems45:10 Fonix47:30 Construction contractors – Galliford Try and Costain52:30 Eagle Eye56:25 Asset managers – Polar Capital, Premier Miton, Liontrust Asset Management64:15 Spire Healthcare67:45 PayPoint

Watch on YouTubeIn this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC – a global high-speed packaging and factory automation solutions group - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion plans

Pulsar Helium has successfully deepened its Jetstream #1 well in Minnesota, and increased the potential size of the helium resource there. A second drill is about to get underway, and a resource update is expected after that. Chief executive Thomas Abraham-James joins to tell us more.

Watch on YouTube In this investing masterclass, UK small/midcap fund manager Christopher Mills of Harwood Capital takes me through his view of the markets and latest thoughts on 18 stock ideas, including: 00:00 Outlook for 2025 04:35 Closing #NAS’s and #OIG’s investment trust discounts 09:10 Spire Healthcare 13:25 Optima Health 16:35 EKF Diagnostics 20:00 NIOX 22:25 Pinewood Technologies 26:00 Tribal Group 30:00 TP ICAP 33:00 Avingtrans 36:40 Facilities by ADF 39:40 Trifast 42:10 PayPoint 45:10 Polar Capital 47:15 AssetCo 49:40 Frenkel Topping 55:10 NCC Group 57:55 Restore 60:00 Real Estate Investors 61:40 Hargreaves Services 66:35: Best stock idea for 2025

Watch on YouTubeIn this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist foreign exchange & international payments platform - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion strategy.

Watch on YouTubeCleanTech #CTL has announced the production of a very high purity lithium carbonate at its partner's processing plant in Chicago. Company chairman Steve Kesler joins to tell us what it all means

Drilling has recommenced at Pulsar Helium's Topaz project in Minnesota. In addition, a fundraising is underway which should take the company to a point where it can make a final investment decision. Pulsar's chief executive Thomas Abraham-James joins us to tell us more

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 Retailer Xmas trading updates04:15 B&M Retail stores05:50 Reason for jump in bond yields, beneficiaries of higher volatility and Argentex (13:25)14:20 Paul’s buys/sells this week and Smarttech24715:25 Intercede17:50 4imprint20:40 Greatland Gold23:05 Anpario plc27:45 Clarksons30:00 Dotdigital Group and GetBusy plc34:00 Topps Tiles38:25 Pinewood Technologies42:55 Big Technologies / Buddi48:55 H&T Group plc52:25 Alliance Pharma and Venture Life53:45 Team Internet55:25Van Elle57:35 Filtronic58:45 Foresight Group1:01:05 REACT Group1:02:05 Legal & General1:04:25 REITS#BME #AGFX #S247 #IGP #FOUR #GGP #ANP #CKN #DOTD #GETB #TPT #PINE #BIG #HAT #APH #VLG #TIG #VANL #FTC #FSG #REAT

In this follow up interview, with Ben Thompson, CEO of Mortgage Advice Bureau, Ben addresses share price volatility and how MAB keeps investors focused on long-term value. He explains why MAB is better compared to fintech platforms than traditional mortgage firms and reveals how the company is staying ahead of regulatory changes while protecting profitability. A must-watch for investors!

Watch on YouTube Blencowe Resources #BRES is all set for a big 2025: an updated resource is on the way, the feasibility study for the Orom-Cross graphite project is due to be completed, and further discussions with off-takers are also planned. Chief executive Mike Ralston joins us to give us all the details

Mortgage Advice Bureau CEO Ben Thompson shares how MAB has stayed ahead in a changing market, the role of cutting-edge technology in driving success, and the company’s plans to boost profits and shareholder returns. He also addresses MAB’s strong financials and how it plans to sustain growth despite market challenges. Don’t miss these key insights!

In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus UK discusses his latest thoughts