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The Vox Markets Podcast

The Vox Markets Podcast
Author: Vox Markets Podcast
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Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
2268 Episodes
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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
In this episode, we sit down with the team behind Amazing AI plc to unpack their latest strategic moves — from launching high-yield consumer lending in the US to rolling out a new Crypto Treasury Policy starting with Bitcoin. We discuss the recent loan facility amendment backed by CEO Paul Mathieson, the decision to cancel the WRAP retail offer, and what these changes signal about the company’s future direction.
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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
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.
ECR Minerals has announced the acquisition of the Raglan alluvial gold project in Australia, in conjunction with a £650,000 fundraise. ECR's chairman joins us to explain the thinking behind the deal, which should make ECR cash generative next year.
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Following Tuesday’s strong and in line H1’25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly take me through the:
00:00 Recent strategic developments
03:40 Financial highlights
11:30 Future M&A and organic growth opportunities
15:30 New product development
17:05 Q3 trading & May FY26 outlook
20:45 Closing remarks
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Metals One #MET1 has released its interim results in conjunction with news of a board reshuffle in which Dan Maling, one of the progenitors of the major financing the company undertook earlier in the year, becomes managing director. He joins Vox, along with Metals One executive chairman Craig Moulton, to talk us through the implications of the results and the company's wider strategy, now that the portfolio has expanded so significantly.
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Shearwater Group plc #SWG is carving out its place in the booming cybersecurity market. In this introductory interview, their CEO, Phil Higgins explain how their subsidiaries work together, where growth will come from, and why retail investors should be paying attention now.
In this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong H1’25 results and in line guidance.
00:00 Key growth drivers, profit margin expansion and current demand given the impressive Q2 momentum.
07:20 Progress wrt rolling out both the Dallas template, new products/services and customer feedback.
15:50 International expansion, H2 outlook & closing remarks.
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Poolbeg Pharma #POLB CEO Jerremy Skillington discusses the company’s H1 2025 results, a major update on POLB 001, and progress in the high-growth GLP-1 obesity space. A strong pipeline and multiple catalysts make this a story to watch
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Poolbeg Pharma CEO Jeremy Skillington and Liam discuss the execution plan for their upcoming Phase 2a trial of POLB 001, a promising candidate in cancer immunotherapy. They detail the trial design, the selection of clinical partners, and the potential impact of the drug. Jeremy also outlines what investors can expect in the near term as the programme advances.
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Pinnacle Silver and Gold has released its latest set of sample results from exploration at and around its two historic mine sites in Mexico. The results showed high grade silver and gold, and suggested a continuity of mineralisation between the surface and the underground former workings. A new vein is also under investigation nearby, and allowing for permits underground drilling could start fairly soon. Chief executive Bob Archer joins us with the full story
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In this interview, CEO Paul Mathieson outlines Amazing AI’s dual strategy of regulated US consumer lending and international AI-driven credit services, while explaining the company’s updated crypto treasury policy and its plans for growth in emerging markets.
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European Green Transition's #EGT interims show plenty of activity in the first half of 2025, and signposts to plenty more in the coming months. CFO Jack Kelly joins Vox to talk us through the latest on Olserum, and also elaborates on just what the company means when it says it's looking for acquisitions beyond the green economy
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In this positive interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s strong FY’25 results and in line guidance.
00:00 Secular growth drivers and current demand picture
06:45 Orderbook & financial highlights
10:15 Progress with medical division
14:05 Possible M&A and future corporate exits
1530 FY26 outlook and closing remarks
hVIVO CEO Mo Khan discusses the company’s H1 2025 results, the impact of CRO market headwinds, and progress on integrating CRS and Cryostore. He also touches on the strategic value of new Chairman Shaun Chilton and outlines what investors can expect for the rest of the year.
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In this positive interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC take me through today’s H1’25 results and in line FY’25 guidance.
00:00 Order intake and current demand
07:00 Financial highlights
09:45 US consolidation and integration of acquisitions
13:50 Pension buy-in, FY’25 outlook and net debt
16:20 Closing remarks
Greg Martyr, executive chairman of Capital Metals, joins Vox for an update on progress at the company's Taprobane mineral sands project in Sri Lanka. Capital Metals is nearing a final investment decision for Taprobane, which looks to be a high-margin, low cost project, with plenty of upside. Upcoming results from a substantial drilling campaign should increase the size of the resource substantially.
Fintel CEO Matt Timmins reported strong half-year results with revenues up 19% and EBITDA up 17%. He highlighted growth in recurring SaaS revenues, the streamlined two-division structure, and successful integration of acquisitions.
Howard McLaughlin, interim chief executive of Mosman Oil & Gas, joins Vox for an update, following the release of a new independent consultant's report on its Sagebrush helium project in the USA. Significant helium is confirmed at Sagebrush, as well as substantial showings of natural gas and carbon dioxide. The potential dollar valuation of the project far exceeds the company's current market capitalisation, notwithstanding the recent share price surge.