The Vox Markets Podcast

Watch on YouTube In this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Macro calls for 2025 and the Trump 2.0 trade 11:35 Filtronic 15:50 Tristel 20:05 Sanderson Design 22:15 Puretech 23:20 Recent buys & sells 24:15 Tribal Group 31:10 Gulf Marine Services 35:40 The Property Franchise Group 38:15 Concurrent Technology 41:10 Chemring 44:20 MONY (formerly Moneysupermarket) 47:00 Dialight 49:45 Knights Group 53:05 Johnson Matthey 54:35 Funding Circle 1:00:10 Hill & Smith 1:02:00 Intercede 1:08:00 Beeks Financial 1:10:05 hVIVO 1:13:05 Watkin Jones 1:15:00 Spectra Systems 1:16:40 Zotefoams 1:20:20 Shoe Zone 1:23:10 Capita 1:26:40 Zigup (formerly Redde Northgate) Plus, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com. FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI

In our recent interview with Mo Khan, CEO of hVIVO, we reflected on the company’s outstanding achievements in 2024 and gained insights into its ambitious roadmap for 2025. Under Mo’s leadership, hVIVO has solidified its position as a global leader in human challenge trials, achieving record revenues, expanding its client base, and leveraging its cutting-edge clinical trial models to accelerate drug and vaccine development.

Watch on YouTube Vox Markets interviews Craig Martin, Chairman of Dynam Capital, on Vietnam Holding Fund's stellar 2024, marked by outperformance, awards, and market growth. Craig highlights key drivers, top stocks, and exciting opportunities in Vietnam's evolving economy for 2025.

Watch on YouTube 00:00 Edison Research, investing approach, returns & equity outlook for 2025 05:05 Distribution Finance Capital 08:00 IG Group 10:35 Creo Medical 14:40 Renold 15:30 Mincon 17:55 Kooth 21:45 Capita 24:25 Advanced ADVT 28:10 Gaming Realms 29:10 DP Poland 32:30 Animalcare 35:25 Zegona Communications 39:50 Made Tech 42:30 Xaar 48:10 Victrex 51:30 Trufin 54:55 Best stock idea for 2025

European Green Transition #EGT has released the final set of drilling results from its Olserum rare earths project. Aiden Lavelle joins us to tell us what it all means, both in terms of the geology and the upside, and in terms of plans to secure a partner to take the project to the next stage. He also talks about EGT's wider portfolio, and its positioning in the emerging green energy markets.

Watch on YouTube In this week’s live Exchange, uber smart UK investor Richard Crow (alias Cockney Rebel) & I discussed our latest thoughts on the following: 00:00 Edison research, 2025 outlook & stop losses. 09:25 Carclo 17:05 Liontrust Asset Management 25:05 Sabre Insurance 30:05 Capita 33:50 Audioboom 40:30 Warpaint 45:30 Creightons 51:00 Finseta 52:25 Card Factory & UK retailers 63:30 Shoezone 66:35 Gym Group 71:10 Onthebeach 76:05 International Consolidated Airlines and Carnival Cruises 80:05 Yu Group 83:25 Focusrite 88:55 Favourite stock idea for 2025

Watch on YouTube Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Investor sentiment, recruiters & recent buys/sells. 07:50 Equals 13:55 James Latham 17:35 Warpaint 21:45 Springfield and housebuilders 25:25 Premier Miton 29:55 Victrex 36:45 Boohoo 38:00 SSP Group 39:55 Card Factory 42:40 Zigup 46:15 IXICO 50:20 Onthebeach 54:45 De La Rue 57:35 Water Intelligence 59:30 Made Tech 62:25 Plexus 64:30 Avacta #EQLS #LTHM #W7L #SPR #PMI #VCT #BOO #SSPG #CARD #ZIG #IXI #OTB #DLAR #WATR #MTEC #POS #AVCT

Watch on YouTube Georgina Energy #GEX has announced significant progress regarding the permitting for the Mount Winter helium and hydrogen project in Australia. Chief executive Tony Hamilton joins to tell us more, and about next steps.

Watch on YouTube Renalytix #RENX, specialises in AI-powered diagnostics for kidney disease. Executive Chairman Julian Baines, in an interview with Vox Markets, highlighted the company's FDA-approved test, KidneyIntelX, which predicts end-stage renal disease risk in diabetic patients, improving outcomes and reducing healthcare costs. 

Watch on YouTube Gunsynd #GUN has rounded off a transformational year with news of extensive additional mineralisation on the Bear-Twit project in Canada. We're joined by executive chairman Hamish Harris to talk about that, as well as uranium and the way the company's assets are positioned locally and strategically. Will there be more deals next year? Never say never, says Hamish

Watch on YouTube hVIVO #HVO CEO, Yamin 'Mo' Khan announced an £11.5 million contract with an existing top-tier global pharmaceutical client to test an RSV antiviral candidate using hVIVO's Human Challenge Study Model. The Phase 2a trial is set to begin in the second half of 2025 at hVIVO's Canary Wharf quarantine facilities.

Watch on YouTube Catch the highlights from IXICO's #IXI live presentation, where CEO Bram Goorden and CFO Grant Nash share insights into the company's Full Year Results and outline their ambitious expansion and growth strategy. Recorded on December 4th, 2024, this session provides valuable updates for shareholders and those interested in IXICO's role in advancing neuroscience through innovative medical imaging analysis.  00:00 - Introduction 01:10 - Presentation  33:40 - Q&A

Watch on YouTube In this upbeat interview following today’s positive Sept FY24 results, CEO Bram Goorden and CFO Grant Nash of  IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 What IXICO does, its key USPs & growth opportunity. 06:05 Financial highlights, operating leverage and breakeven sales. 11:50 Expansion strategy and new product development. 18:55 FY25 outlook and closing remarks. IXICO will provide a live presentation to all existing and potential shareholders relating to their Full Year Results and IXICO's expansion and growth strategy via Vox Markets this afternoon. Register here > > https://streamyard.com/watch/tuGDjEfcp5K4

Watch on YouTube In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of onward Opportunities, including: 00:00 His investment approach & smallcap outlook for 2025 03:50 Windward 08:45 Angling Direct 12:20 Springfield Props 16:25 Mpac 22:05 Transense Technologies 27:25 Synectics, 33:25 Mission Group 37:40 Vianet 41:00 Likewise 44:40 Alumasc 48:35 Michelmersh 51:50 Audioboom 56:30 Smiths News 1:00:50 React 1:03:15 Northcoders 1:07:20 B90 Holdings 1:10:45 Favourite stock for 2025 Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com. #ONWD #TRT #MPAC #WNWD #SPR #SNWS #ANG #VNET #SNX #TMG #LIKE #ALU #MBH #BOOM #REAT #CODE #B90

Watch on YouTube In this interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's synergistic £10.2m acquisition of Typhoo Tea. A beloved UK heritage brand that has been enjoyed by consumers for 120+ years and remains as one  of the country’s top 5 tea names.

Watch on YouTube Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, rock star UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 M&A boom and catalyst for smallcap re-rating 04:45 ITV 08:05 Kingfisher 12:35 Auction Technology 16:40 Paul’s buys this week 18:50 Pets At Home & CVS Group 23:05 Water Intelligence 28:30 Beeks Financial 30:55 Shearwater 32:30 B&M Euro Value 34:25 Macfarlane 36:30 Essensys 41:40 Supreme 44:05 James Latham 47:05 Spire Healthcare 49:55 Evoke 51:50 Anpario 53:40 Gulf Marine Services 54:55 Marks Electrical 57:20 Getech 57:50 Avingtrans 59:50 Alpha Group International 61:45 Glaxo Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com. Published by Vox Markets

Watch on YouTube Blencowe Resources #BRES has announced its involvement in Project SAFELOOP, a major European initiative that could have a major impact on demand for the company's graphite. Mike Ralston joins us to explain.

In this investing masterclass, accomplished UK fund manager Abby Glennie of Abrdn Investments  walks me through her view of the markets and latest thoughts

Watch on YouTube In this Vox Markets interview, David Buik speaks with Tim Carroll and Sally McKone of Focusrite, who highlighted 2024 growth driven by innovation, acquisitions, and a diversified portfolio, positioning the company for success in 2025.

Watch on YouTube After releasing record H1 results today alongside upgrading FY'25 guidance - CEO Sandy Chadha and CFO Suzanne Smith of Supreme explain in this fascinating interview what's been driving the terrific top & bottom performance.