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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.
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on 19 stocks. Also watch out for next week’s Xmas Special at 2pm Wedn 17th Dec.
00:00 Recent buys or sells.
01:20 XP Factory
07:10 Everyman Media
11:25 Big Technologies
16:30 What’s going to trigger a UK smallcap rally?
23:30 Topps Tiles
26:55 Begbies Traynor
31:40 Applied Nutrition
35:00 Ashtead Technology
40:25 Venture Life
44:00 Cohort
46:20 RWS
50:15 System1
56:05 Made Tech
59:50 Oxford Metrics
1:03:40 ME Group
1:07:20 Tate & Lyle
1:10:10 Mears
1:12:40 Restore
1:15:30 Thruvision
1:19:25 Northern Bear
XPF #EMAN #BIG #TPT #BEG #APN #AT. #VLG #CHRT #RWS #SYS1 #MTEC #OMG #MEG #TATE #MER #RST #THRU #NTBR
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Listen to our podcast:
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869
Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX
Learn more: https://www.voxmarkets.com
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Bernard Aylward, the CEO of Kodal Minerals #KOD, joins Vox to talk about the company's nascent lithium production project in Mali, how it's going and what the expansion plans are. Set in motion with an initial US$65 million in capital, the Bougouni project is now up and running, with plans to develop a much larger, stage 2 operation in 2026. In the background, the lithium price has improved markedly, and the mining sector in general has come alive as Kodal has got Bougouni going. So, says Aylward, 2025 was a very good year, and 2026 could be even better
------------------------------------------------------------
Follow us:
X (Twitter): https://x.com/VOXmarkets
LinkedIn: https://www.linkedin.com/company/vox-markets/
TikTok: https://www.tiktok.com/@voxmarkets
Listen to our podcast:
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869
Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX
Learn more: https://www.voxmarkets.com
Watch on Youtube
In this upbeat interview, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through today’s strong & slightly better than expected FY’25 results, including:
00:00 What’s been driving the powerful top line growth & current demand picture.
06:15 Financial highlights
09:15 Top level strategic glide path from FY’25 sales of £6.5m to £10m in the medium term and ultimately £20m.
13:50 FY’26 outlook
16:15 Closing remarks
------------------------------------------------------------
Follow us:
X (Twitter): https://x.com/VOXmarkets
LinkedIn: https://www.linkedin.com/company/vox-markets/
TikTok: https://www.tiktok.com/@voxmarkets
Listen to our podcast:
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869
Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX
Learn more: https://www.voxmarkets.com
In this exclusive interview, MedPal’s CEO Jason Drummond joins us to discuss the company’s latest RNS, revealing a major upgrade to its AI-powered wellness app and a strategic rollout to over 11 million users via Epassi UK’s gym network.
Poolbeg Pharma (AIM: POLB) has announced that its lead asset, POLB 001, will play a central role in the new RISE research programme, a groundbreaking initiative tackling cytokine release syndrome (CRS) caused by cancer immunotherapy. In this interview, CEO Jeremy Skillington and Scientific Advisor Liam Loughrey explain what this means for the company, how the collaboration with leading academic and medical institutions came about, and what the implications are for patients and shareholders alike.
CleanTech Lithium's chief executive Ignacio Mehech joins Vox for an update on the progress the company's been making with its Laguna Verde lithium project in Chile. The company is optimistic that it will be awarded a Special Lithium Operating Contract, otherwise known as a CEOL, in the near-term. That award will then be followed swiftly on by the release of the CleanTech's PFS for Laguna Verde. In the meantime a legal claim has been launched against the company by the Laguna Verde vendors, but this won't affect the CEOL process.
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 16 stocks.
00:00 Recent buys or sells. Novo Nordisk, Likewise, Topps Tiles, CLS Holdings, Brickability, Peel Hunt & Hvivo
02:20 Tracsis
11:25 Whitbread
16:00 Spire Healthcare
23:50 Trustpilot
30:40 Baltic Classified
37:30 Vp
40:25 Speedy Hire
45:05 SSP Group
49:15 Future
53:55 MONY / Moneysupermarket
58:40 Victrex
64:45 Gooch & Housego
68:55 Essensys
73:50 Funding access for early stage companies
75:05 Tekmar
76:50 One Health Group
80:20 Lindsell Train Investment Trust
#TRCS #WTB #SPI #TRST #BCG #VP. #SDY #SSPG #FUTR #MONY #VCT #GHH #ESYS #TGP #OHGR #LTI
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Cadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money that was already in place following a financing earlier this year. Cadence chief executive Kiran Morzaria joins Vox to give us more detail, and to talk about the longer-term objective of full-scale development of Amapa, which is now one step closer.
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In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas:
00:00 Equity outlook for 2026
04:10 Eagle Eye
07:40 NCC plc
12:10 RM plc
16:40 Inspecs
19:55 Bellway
22:05 Breedon
25:00 Kooth
27:30 Big Technologies
29:15 Easyjet
31:55 SSP Group
35:45 Spire Healthcare
38:25 One Health Group
42:45 Verici Dx
44:30 Distribution Finance Capital
48:05 Zegona Communications
51:30 Victrex
54:25 XAR
58:05 Mincon
1:00:10 Gamma Communications
Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical
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Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the company.
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Emanuel Proença, chief executive of Savannah Resources joins Vox to talk about the company's Barroso lithium project in Portgual. Lithium prices have recovered sharply in the second half of 2025, even as Savannah has been pressing on with development work at Barroso, which is Europe's largest spodumene project. The plan is to produce a purified spodumene product at significant scale, for shipping to Europe and the wider world
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Blencowe Resources has released two major items of news over the past couple of days. The first was a significant update to resources and reserves at its Orom-Cross graphite project in Uganda. The second was the release of a definitive feasibility study for Orom-Cross outlining a development scenario generates significant earnings and cashflow and that shows an internal rate of return of over 90%. The net present value is set at over US$1 billion. CEO Mike Ralston joins Vox to talk us through the numbers, and to tell us what happens next
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In this in-depth interview, we speak with Thomas Forst, Chief Medical Officer of CRS and the wider hVIVO Group, to explore how the acquisition is reshaping the organisation’s clinical research capabilities
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.
00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
06:00 Unite Group and new fees on international students
11:50 GlobalData
16:00 GB Group
19:45 Spectra Systems
22:45 Boohoo
27:10 Pets at Home
29:00 Do new CEOs work for turnarounds?
32:00 Microlise
34:55 Brickability and broader building products sector
38:05 James Latham
41:25 Marston’s
46:10 Churchill China
48:00 Halfords
51:40 Team & WH Ireland merger
53:50 Should Filtronic and Beeks seek a US listing?
56:30 Warpaint
1:00:55 Hilton Foods
1:03:05 Cake Box
1:06:55 Saga
1:09:25 Senior
1:11:30 Kooth
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Metals One #MET1 is investing US$1.8 million in Lions Bay Resources via a convertible loan note, payable in two tranches. Lions Bay owns a sizeable plant in South Africa which can be used to supply power and steam to nearby customers. The plan, though, is to build in a roasting facility that will allow the plant to treat refractory gold ore from waste dumps, and build up a significant production profile. Metals One managing director Dan Maling joins Vox to explain how it all fits together.
Pan African Resources is a well-established gold miner with long-standing assets in South Africa and a growing presence in Australia. The company was built around the Barberton gold mine in Mpumpalanga, which first began operating in the nineteenth century. During the past couple of decades Pan African has significantly added to its portfolio, bringing on new mines as well as earnings-accretive tailings projects. The recent high gold price has pushed up margins, and propelled the company to a market capitalisation of nearly £2 billion. Chief executive Cobus Loots joins Vox to talk about the company's promotion into the FTSE250, and where it goes from here
It's been another jet-setting couple of weeks for the Harena team. Company executives and management have recently spent extensive time with the new government of Madagascar, building relationships ahead of the granting of the the permit for the Ampasindava rare earths project on the north coast. Across the Atlantic there have also been meetings with high echelons in the US government following on from the company's listing on the OTC. Executive chairman Ivan Murphy joins Vox to tell us what's been going on, to lay out the upcoming newsflow, and to remind us just how big the opportunity is at Ampasindava
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The CQS Natural Resources fund is one of the most influential and long-standing mining investment trusts in London. Portfolio manager Robert Crayfourd joins Vox to offer his insights into where the mining markets go from here - in a year in which gold has surpassed all expectations, but other metals still have some way to go. Are we now in a bull market? - yes, says Crayfourd, but there's still plenty of upside on the table. CQS remains well positioned in precious metals and in copper equities, and offers investors access to overseas opportunities that they might not otherwise get exposure to. Crayfourd also offers his thoughts on base and critical metals, lithium, and why the weaponisation of the dollar has had such a profound impact on commodities.
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In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive H1’26 results and in line outlook.
00:00 Demand dynamics across all three divisions
06:25 Key financial highlights and capex plans
12:05 New product development and distribution strategy
15:25 M&A and ongoing integration
18:10 Outlook, H2’26 visibility & closing remarks
00:00 Investor sentiment from Mello conference
02:20 CMC Markets
07:05 PZ Cussons
10:15 McBride
15:29 Paypoint
21:45 Ocado
25:40 Tracsis
28:50 JD Sports
32:45 Plexus
37:40 Bloomsbury Publishing
43:30 Alumasc
48:10 Grainger
52:15 Trifast
55:30 Eagle Eye
59:25 CML Microsystems
63:35 Likewise
68:00 Vianet
72:15 Future
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