The Vox Markets Podcast

Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots of action as 2026 really gets underway. The next big thing? - Indaba in Cape Town, early February.7:18 Anglo Asian Mining 8:40 Caledonia Mining 9:36 Power Metals10:41 Tertiary Minerals11:43 Metal's Exploration20:08 Andrada 20:41 Cornish Metals22:01 Rome Resources41:38 Atalaya41:55 Kefi 45:20 Kavango

Watch on YouTubeGoldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resource to justify the construction of a carbon-in-leach plant to take production to the next level. Goldstone's chief executive Emma Priestley joins Vox to give us more detail

Watch on YouTubeFollowing attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg’s strategy in the year ahead.

Watch on YouTubeIn this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:00:00 Equity outlook06:20 1Spatial10:10 Tracsis16:10 Eagle Eye22:35 Gaming Realms24:10 Ramsdens28:25 Synectics32:20 Cohort36:20 hVIVO41:20 Anpario45:30 Brave Bison48:40 Tatton Asset Management54:00 Avingtrans 56:35 Volex59:55 Flowtech Fluidpower1:01:50 James Latham1:05:25 Ashtead Technology1:06:25 The Property Franchise Group1:09:10 Favourite stock ideas for next 1-2 years. Anpario and Eagle Eye

Watch on YouTubeGreat Southern Copper's #GSCU chief executive Sam Garrett joins Vox to talk about the company's exploration successes in Chile in 2025 and the company's plans to follow them up this year. The portfolio offers exposure to silver, copper and gold at very attractive grades, with plenty of upside on offer. Shares in Great Southern tripled over the past year, but relative to peers the company remains attractively valued. That may in part be because the peer group largely trades overseas, but either way, in the current favourable commodities price environment and with lots of drilling ahead and a steady stream of results likely to be coming in sooner rather than later interest in the company is likely to be considerable.

Watch on YouTubePinnacle Silver & Gold #PINN will shortly commence drilling the underground portion of the El Potrero project in Mexico. The company spent much of last year working up the project to the point where it can be drilled and in the process returned some very high grade gold and silver samples. The project is dominated by gold mineralisation, but there's plenty of silver too, such that at today's prices the value split is about 60:40 in favor of gold. That's according to chief executive Bob Archer who joins us to talk about the drill plans, and further out, about plans to move the company into production too.

In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:00:00 Oxford Biomedica03:50 IQE08:05 Robert Walters13:55 MS International, Cohort & defence sector19:35 Dunelm21:40 Shoe Zone25:45 Which retailers to look at27:20 Fevertree30:40 Premier Miton & fund manager headwinds38:40 Ashmore Group42:00 ME Group46:15 Eagle Eye52:35 Quartix Technologies57:50 Mpac Group64:05 Avacta70:05 Gamma Communications72:45 Xaar77:55 Iofina82:35 The Mission Group68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview

In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s FY’25 trading update with LFL sales rising 9% to £16.4m.00:00 Strategic progress & impressive growth in Dubai06:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)12:00 FY’26 outlook, valuation & closing remarks------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarketsListen to our podcast:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlXLearn more: https://www.voxmarkets.com

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

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

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

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

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.00:00 Outlook for 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of London Investment Group23:20 Topps Tiles26:45 Restore32:55 RWS39:40 Greggs43:30 ITIM47:10 Cerillion51:50 accesso Technology55:05 Seeing Machines1:00:30 Quartix Technology and Microlise1:04:30 Videndum1:08:35 Gulf Marine Services1:21:30 MS International1:23:40 Cohort#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT-----------------------------------------------------------2 P’s on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold.In this show you’ll find:• Live responses to audience questions• Discussion of UK-listed companies and market developments• Commentary on macro trends, wider markets, and current news------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarketsListen to our podcast:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlXLearn more: https://www.voxmarkets.com------------------------------------------------------------THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW

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

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

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

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

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

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

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