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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.

2378 Episodes
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Watch on YouTubeIn this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.00:00 MONY / Moneysupermarket06:00 Craneware09:50 Future jobs to survive the brave new AI world12:00 St James Place and possible AI winners/losers17:55 Some US tech ideas18:40 Synthomer23:05 Iomart30:45 Frontier Development, TinyBuild & gaming stocks36:45 Seeing Machines42:50 hVivo46:10 PZ Cussons48:20 Vp Plc54:35 MJ Gleeson58:55 Warpaint1:04:55 Brave Bison1:10:40 Gaming Realms1:13:10 Power Probe1:15:15 UK IPO advisory fees & rotation into US value#MONY #CRW #SJP #SYNT #IOM #FDEV #TBLD #SEE #PZC #VP #GLE #W7L #HVO #BBSN #GMR #PWR
Watch on YouTubeQuantum Helium's  Howard McLaughlin joins Vox to talk about the results of the company's ongoing 3D seismic work at the Sagebrush and Coyote Wash helium projects in Colorado. Quantum is busy using the newly acquired data to delineate drill targets, and is hopeful of getting the rigs to work later this year, following approvals from the Bureau of Indian Affairs.
In this upbeat interview, CEO Matt Timmins of Fintel – a leading fintech provider of software, data, intelligence and associated services to the UK financial services industry - takes me through last week’s positive FY'25 trading update and exciting growth trajectory. Alongside explaining why the company will be an AI winner and future M&A strategy.
Watch on YouTubeNick Tulloch, chairman of ECR Minerals, joins Vox in the wake of the company's move to production at its Raglan gold project in Australia. The company has laid out a plan which shows that production at Raglan is likely to amount to 938 ounces of gold. That has an in-situ value of A$7 million which, considering the project was acquired for around A$1 million, isn't a bad return. An off-take deal has now been put in place, and as production from Raglan ramps up, attention will also turn to Blue Mountain, a bigger project, not far away.
In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.00:00 Outlook for UK mid/smallcaps03:15 Auction Technology Group09:15 Kitwave11:20 Oxford Biomedica14:55 1Spatial16:55 Activeops20:10 Eleco & possible impact of agentic AI on software stocks24:25 Microlise28:55 Trainline33:35 Chemring36:40 Trustpilot41:50 Serabi Gold47:20 Yougov50:50 GlobalData54:00 Avingtrans58:10 XP Power1:00:55 Victrex1:03:50 LSL Property Services1:06:50 Norcros1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology GroupATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR
We speak with Pathos Communications plc (AIM: NEWS) following its recent AIM listing and full-year trading update. CEO Omar Hamdi joins us to discuss the company’s tech-enabled PR model, the rationale behind going public, and key growth drivers behind its rapid international expansion. With a strong start to 2026 and AI innovation at the core, Pathos is positioning itself to reshape the future of media access for SMEs worldwide.
Watch on YouTubeBradda Head #BHL has just cut an extremely interesting joint venture deal with Rio Tinto #RIO over a hard rock lithium project in Arizona. Bradda Head will take the project on via an earn-in, but Rio isn't letting go completely, which indicates that it thinks there's still considerable upside on offer. Bradda Head's executive chairman talks us through all the implications, and gives us his thoughts on the lithium price and the positioning of Bradda in the months and years ahead.
Andrew Dennan, executive director of Halo Minerals, joins Vox to flesh out the details of the company’s upcoming IPO. The company plans to deploy new capital towards the development of one or more copper tailings projects in Chile. These projects are likely to be high margin and relatively easy to permit, given the widespread ESG benefits such clean-up operations can have. Halo will build an SX-EW plant near its main existing project on the coast, and then look to acquire additional projects within a 75-kilometre radius
Watch on YouTubeIn this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through today's positive FY'25 trading update, alongside progress wrt the company's exciting growth trajectory.
Watch on YouTube In his first interview since taking on the role, Shearwater Chair Robin discusses leadership, board priorities, and the Company’s outlook. He reflects on the current market environment, the importance of clear strategy, and how Shearwater is laying the foundations for long-term progress.
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?09:40 Future15:00 PCI-Pal17:15 Pinewood Technologies21:30 Auction Technologies26:40 Beazley bid from Zurich28:00 Cab Payments30:25 Funding Circle37:30 XP Factory40:40 Watches of Switzerland43:50 theworks49:30 Hardide53:15 Trifast59:30 Alumasc1:02:35 Keller1:04:05 Fevara (formerly Carr’s)1:07:50 Creightons or Warpaint?1:11:10 ME Group1:14:00 Cordel1:14:45 Zotefoams1:15:40 ASA International1:17:30 Bloomsbury#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF
Watch on YouTubeIn this interview, Jason Paltrowitz, Executive Director at OTC Markets, discusses the growing trend of US investors trading European equities, the rise of cross-trading by UK and EU-listed companies, and how OTC Markets is helping issuers tap into American capital without the burden of a full US listing. From changing investor behaviour to the strategic advantages of US market visibility, Jason offers insight into how cross-border trading is evolving — and what it means for companies and investors on both sides of the Atlantic.https://www.voxmarkets.com/articles/bridging-markets-why-us-investors-are-turning-to-uk-and-european-stocks-5c93ecb
In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 20 stock ideas:00:00 Recent portfolio returns, equity outlook and cash position06:00 Goodwin19:15 Saga30:45 Funding Circle37:25 Zotefoams43:40 Marshalls47:55 SRT Marine51:25 Filtronic54:50 Carclo57:25 Mpac60:00 Dialight1:05:20 AudioBoom1:07:30 Marston’s1:12:20 theWorks1:16:05 Card Factory1:19:55 CML Microsystems1:22:15 Warpaint1:24:10 Other top stock ideas for next 12 months: Journeo, Victrex and S4 Capital#GDWN #SAGA #FCH #ZTF #MSLH #SRT #FTC #CAR #MPAC #DIA #BOOM #MARS #WRKS #CARD #CML #W7L #JNEO #JNEO #VCT #SFOR
Watch on Youtube SP Angel's John Meyer joins Vox to discuss the incredible events in the gold and commodities markets over the past week or so, and to pick out some of his favourite stocks amongst the junior and mid-tier miners.  Stocks covered include:Anglo Asian Hochschild Mining Fresnillo Greatland Gold Aterian Cornish Metals Kodal Minerals Atlantic Lithium Harena Rare Earths 
Tharisa has a well-established track record of chrome and platinum group metals production, and is now on the cusp of delivering significant growth through a move underground at its flagship South African mine and the establishment of new lines of production from a major new Zimbabwean project. The company is keeping a tight rein on costs, even as rising commodities prices push margins up, and it's in that context that the shares have doubled over the past 12 months. Even so, CEO Phoevos Pouroulis still argues that the company is undervalued compared to its peers. He joins us to tell us why he thinks that, and to provide details of what will happen next
In this interview, Quantum Data Energy #MAST CEO Pieter Krügel joins Vox Markets to discuss the Company’s Q1 investor update, recent re-branding, and the strategic evolution of the business. Pieter outlines how Quantum Data Energy is building on its flexible generation foundations, why data led infrastructure is becoming increasingly relevant, and how the Company is approaching growth with a clear focus on execution and capital discipline.
Following the publication of a peer-reviewed paper in Frontiers in Immunology detailing results from the POLB 001 LPS challenge trial, we catch up with Poolbeg Pharma’s CEO Jeremy Skillington and COO Liam Tremble.
In this exclusive conversation, hVIVO CEO Yamin ‘Mo’ Khan joins us to discuss the company’s FY2025 trading update, which delivered revenue in line with expectations and adjusted EBITDA ahead of guidance. Mo reflects on the successful integration of CRS and Cryostore, the company’s strategic repositioning beyond human challenge trials, and how hVIVO is navigating a shifting clinical research landscape. With momentum building across all service lines, Mo also shares what investors can look forward to in 2026.
Watch on YouTubeIn this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.00:00 Life Science REIT03:30 Auction Technology Group08:40 Spire Healthcare13:10 CT Automotive16:45 Marston’s20:00 Mobico24:00 Cordel28:45 Proservice Building Services marketplace32:15 Use of Stop Losses37:00 Kooth41:45 EKF Diagnostics46:15 Paypoint49:40 Hargreaves Services53:25 Pebble Beach Systems57:20 Eagle Eye1:01:05 Lords Group Trading1:06:00 Craneware1:09:25 Eleco1:14:30 Venture Life#LABS #ATG #SPI #CTA #MARS #MCG #CRDL #PRO #KOO #EKF #PAY#HSP #PEB #EYE #LORD #CRW #ELCO #VLG
Following yesterday’s positive and in line FY’25 trading update, CFO Danny Wells of Venture Life #VLG - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key drivers underpinning the double digit top line growth05:10 Health & Her/Him brand07:15 Performance overseas & expansion into US11:10 outlook for (17 months ending) May’26 & utilisation of £34.3m cash mountain16:45 Closing remarksDisclosure: Venture Life is a Vox Markets client
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