Claim OwnershipThe Vox Markets Podcast
Subscribed: 124Played: 35,276
Subscribe
© Vox Markets
Description
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.
2399 Episodes
Reverse
Rome Resources is acquiring extensive new acreage in New Brunswick in an area known to be prospective, but which has had very little work done on it in the modern era. Some historic samples show tin grading up to around 1.4%. The geology looks encouraging, according to Rome's chief executive Paul Barrett. He emphasizes that Rome's main focus will remain on its assets in the Democratic Republic of Congo, where drilling is ongoing and a new resource is expected in the coming months. Nevertheless, this new ground points to a longer-term trajectory for the company, and indicates where its focus might end up if a transaction takes place on the DRC assets
Watch on YoutubeMark Thompson is an experienced mining investor and commodities trader who formerly worked with Trafigura and is now heading up VSA Capital as non-executive chairman and Tamar Minerals as chief executive. He also recently took a 20% stake in VSA, as he explains in this wide-ranging conversation, because he is bullish that the London mining scene is poised to make a comeback. Part of that call also involves the recent listing of Tamar Minerals in London, a company which has legacy assets in Australia, but which will now focus on assets in Cornwall and Devon. Mark tells us why the opportunity at the Wheal Vor project is so compelling, and discusses just how much tin there might still be left in Cornwall. Is a bull market underway? - yes, but not all commodities are equal. Mark ends the chat talking up tungsten.
Watch on YouTubeGreat Western Mining #GWMO has just appointed Ed Loye as chief executive. A recent raise of more than £3 million has given him an ample warchest with which to get down to work on the company's suite of exploration assets in Nevada. Top of the agenda is to work up the tungsten opportunity at Defender, itself part of a large skarn which links to the company's existing copper resource at M2, a couple of kilometres away. Drilling is planned in the summer, and there will likely be plenty of newsflow in the run up to that work
Watch on YouTubeThe Bureau of Indian Affairs has granted Quantum Helium #QHE its assignment for the Sagebrush property, a crucial precondition for operating on the ground. A similar assignment was granted for the nearby Coyote Wash project a little while ago. The granting of the assignment means Quantum can now get serious about its testing plans on its Colorado helium ground, and really get down to work. Quantum Helium's chief executive Howard McLaughlin joins us to tell us what happens next.
Watch on YouTube Blencowe has announced the addition of a JORC resource for the Iyan deposit at its Orom-Cross graphite project in Uganda. The total resource at the project now stands at 43 million tonnes of ore, with only 2% of the surface area of the licence drilled. The company will also be releasing further drill results from the Beehive deposits in due course, and these will lead on to a further resource upgrade. Will Orom-Cross go through the magic 50 million tonnes mark? It's a number that chief executive Mike Ralston floats without hesitation as he sits down to walk us through the implications of the latest results, and to tell us what happens next.
Watch on YouTubeFor more information you can contact Chancery Royalty HEREChancery Royalty's chief executive Jeremy Gray joins Vox as the company undertakes a new funding round in one of the hottest gold markets the world has ever seen. Chancery already has four major precious metals royalties in its portfolio, and recently acquired a fifth smaller one on an exploration company with huge upside. New transactions are also on the cards, and a potential listing, probably in Canada, but maybe in London is also on the cards. Will Chancery become bigger than Elemental-Altus? - that's certainly the aim, and the company is not shy about saying it
Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 What the Middle East conflict means for investors04:00 GB Group & Tribal – Purchases10:50 Craneware17:50 Senior22:10 MTI Wireless24:15 Gulf Marine Services30:00 Vistry33:45 Henry Boot36:15 Surface Transforms38:35 Power Probe46:10 Hikma Pharmaceuticals49:40 Synectics54:45 Intercede58:20 Wilmington1:01:10 GlobalData1:04:50 Winvia Entertainment1:07:25 System1 & Brave Bison share swap deal1:11:45 PCI-Pal1:14:35 Autotrader1:17:45 Capita1:20:15 Galliford Try
Watch on YouTubeGreg Coffey, a renowned fund manager has taken a 9.7% interest in Harena Rare Earths, as part of the company's £2 million subscription last month. Coffey has a long track record in fund management going back decades, having started out with Macquarie, worked with George Soros, and moved onwards and upwards from there. He currently has his own fund, which now joins RAB and several other major investment names on the Harena register. Meanwhile, Harena is cracking on with development work at the Ampasindava rare earths project in Madagascar, and continues in talks with the DFC. Harena's chairman Ivan Murphy joins us with all the latest news.
Watch on YouTubeIn this investing masterclass, expert stock picker John Chinery (alias The Oak Bloke) takes me through his view of the markets and latest thoughts on 15 stock ideas:00:00 Equity outlook06:05 Wise11:35 Diversified Energy18:10 Mpac22:40 Eco Buildings31:35 PureTech Health39:35 Thor Explorations47:35 Avation53:30 Integrated Diagnostic Holdings58:35 ASA International1:05:00 Gulf Marine Services1:09:15 Greggs1:15:15 Easyjet1:19:30 Future1:24:25 MSI International1:25:25 Atome Energy1:26:15 Kazera Global1:29:00 Favourite stock idea for next 12 months - Intuitive Investments#WISE #DEC #MPAC #PRTC #THX #AVAP #IDHC #ASAI #GMS #GRG #EZJ #FUTR #ATOM #KZG #IIG
Watch on YoutubePinnacle Silver & Gold is planning an extensive underground drilling campaign at its El Potrero project in Mexico as part of its plans to put El Potrero back into production by the end of next year. The company is already in talks with off-takers in regard to finance, and is likely to keep equity dilution to a minimum. Surface drilling is also planned, and metallurgical work remains ongoing. Pinnacle's chief executive Bob Archer has built mines in Mexico before, and knows his way around re-start projects and how to build them out into bigger and better propositions. He joins Vox to provide more details, and to give us his thoughts about the likely atmosphere at the upcoming PDAC in Toronto
Watch on YouTubeEuropean Green Transition has taken a major step in its evolution, acquiring a profitable £14.7m-revenue onshore wind services platform at an attractive valuation. With over 900 turbines under contract and more than £22m of repowering pipeline already signed, management believes the deal positions EGT to scale rapidly toward its £50m revenue target while building a cash-generative infrastructure business.
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 15 stock ideas.00:00 Augmentum Fintech06:10 ME Group12:10 Tracsis18:25 MONY / moneysupermarket26:35 Avingtrans33:10 Cerillion42:15 Spire Healthcare44:50 Unite Group48:50 Pulsar Group52:15 Trainline58:35 Jet261:45 Warpaint64:50 Synectics69:05 Checkit72:25 SDI Group
Panther Metals has initiated testwork on core drilled out of its Dotted Lake project in Canada in 2024. This core returned huge intercepts of magnesium mineralisation, with some additional nickel and platinum group metals. Magnesium is traditionally very difficult to process out of ores like the the ones at Dotted Lake, but Panther's partners at another of its projects, Winston, reckon this one could be workable. If they're right, then the upside would be very significant. Panther's Darren Hazelwood joins Vox to tell us more.
Watch on YouTubeIn this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s positive and in line H1’26 results – including:00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion11:25 H1’26 financial highlights16:55 Progress with medical division (re Adaptix, Magnetica and Scientific Magnets)24:00 Timescales for potential future exits (eg Hayward Tyler and Ormandy)29:10 FY26 & FY27 outlook alongside closing remarks
In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 15 stock ideas.00:00 Equity outlook01:40 Greatland Resources / Gold06:55 Boku11:30 Wilmington (recent purchase)17:50 Accesso23:50 Kainos29:20 Alfa Financial31:55 GB Group38:00 Gamma Communications41:20 Yu Group46:25 Serica Energy52:25 Grainger54:35 Jet256:55 Big Technologies62:45 Trainline69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus
Click HERE to watch the video of the Tulu Kapi opening ceremonyKEFI Minerals has hosted a ground-breaking ceremony at the Tulu Kapi gold project in Ethiopia. The ceremony was attended by the Ethiopian prime minister, the provincial governor, the British ambassador, and other assorted dignitaries. It marks the official commencement of construction at the Tulu Kapi project. KEFI’s Harry Anagnostaras-Adams joins Vox to talk us through the implications and to outline what happens next.Watch the interview on YouTube
Watch on YoutubePanther Metals has signed a letter of interest with Traxys, one of the biggest names in the global commodities trading business. The letter relates to Panther's Winston tailings project, which is known to contain significant quantities of several metals, including gold, silver, gallium and zinc. Panther's plan is to produce a resource estimate for Winston within the next month or two, and then move on to economic studies. In the meantime exploration work continues on the company's Ontario portfolio of base and precious metals assets. Panther's chief executive Darren Hazelwood joins Vox to fill in the details
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.0:00 Raspberry Pi06:05 Seeing Machines13:15 Pinewood Technology19:25 Intuit22:35 Beeks Financial Cloud28:35 GB Group33:55 Boohoo40:20 Spire Healthcare43:05 Dunelm46:40 TPXimpact51:15 Cohort58:30 Brickability1:01:35 Springfield1:06:45 SkinBioTherapeutics1:10:35 Transense Technologies1:13:15 LBG Media1:19:30 Trainline1:21:50 On The Beach
For more information, please contact Pure Tungsten Tungsten is just months away from production at a major project in South Korea, and plans to be generating cash from tailings at a second project in Tajikistan by the year end or early next year. In the meantime, a listing is planned, on a market yet to be determined, and interest is expected to be very high. After all, the tungsten price has quadrupled over the past year or so, and tungsten has suddenly become the hot sector. Pure Tungsten's chief executive Tiger Kim joins us to explain why that is, and just exactly how and why Pure Tungsten is positioned so perfectly to benefit. Executive director Jeremy Gray also joins to provide insight on the proposed listing.
Watch on YoutubeTalisman Metals recently re-listed on Aim with a new suite of sediment-hosted copper assets in Morocco, situated in close proximity to one of the largest copper development projects in Africa. There's outcrops at surface, and plenty of prospectivity, so the plan is to get to work in the field, line up some targets and get drilling. Talisman's chief executive Tim McCutcheon joins Vox to fill in the detail
Comments
Download from Google Play
Download from App Store
United States