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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.
2306 Episodes
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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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GreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset inside an EU that's crying out for more locally-produced critical metals.
Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very similar characteristics, and that the seismic that will be run on Sagebrush is actually going right up to Coyote Wash
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In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington’s Disease.
Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.
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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.
Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40.
00:00 4Imprint
04:45 FDM
09:05 Oxford Instruments
12:40 Avingtrans
16:35 Tracsis
21:00 ME International
25:05 MJ Gleeson
32:30 Hilton Food
34:50 Finseta
37:45 Ultimate Products
43:20 Rightmove
50:25 Light Science Technologies
58:00 Avon Technologies
1:00:45 ITV
1:02:35 Kitwave
1:05:15 Volex
1:08:20 Domino’s Pizza UK
1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory
1:12:40 PCI-Pal
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In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.
1
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In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following:
00:00 Equity outlook
04:30 Activeops
09:00 Pinewood Technologies
12:00 Tribal
16:25 Netcall
21:50 Franchise Brands
25:25 MPAC
28:20 Capita
32:40 Iomart
37:30 Nichols
40:05 Spire Healthcare
43:45 IXICO
46:35 Kooth
52:20 Fintel
55:15 MHA
59:30 Favourite stock idea for next 12 months. Brooks MacDonald
MedPal AI #MPAL has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.
Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders
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 Recent buys/sells. Spectra Systems, Shield Therapeutics and Beeks Financial
02:45 Treatt
08:05 Brave Bison / M&C Saatchi
11:55 TT Electronics
16:25 Audioboom
20:45 Unite Group / Empiric Student Property
26:05 Next 15
29:10 Water Intelligence
36:45 Zotefoams
43:10 Focusrite
46:55 Trainline
50:50 Anpario
53:55 Smiths News
57:45 Why are so many smallcaps drifting down on no news?
59:35 Spire Healthcare
62:00 One Health Group
64:45 TP ICAP
68:00 Ceres Power
72:35 Kromek
#SPSY #STX #BKS #TET #BBSN #SAA #TTG #BOOM #UTG #ESP #NFG #WATR #ZTF #TUNE #TRN #SNWS #ANP #SPI #OHGR #TCAP #KMK #CWR
In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong Q3’YTD results, positive outlook and increasing momentum.
00:00 Key growth drivers, profit margin expansion and ongoing momentum.
07:30 Progress wrt rolling out both the Dallas template, new products/services and customer feedback.
16:10 Outlook & closing remarks.
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Amazing AI plc (AQSE: #AAI), a global fintech firm known for its online lending and AI-driven financial services, has made its first move into digital assets with a small Bitcoin purchase through its Mauritius subsidiary. Dubbed “Digital Asset Treasury 3.0”, the strategy aims to build a diversified crypto portfolio including Ethereum, XRP, Solana, and possibly a gold-backed token by the end of 2025. While starting cautiously, the company signals bigger ambitions
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Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, and how investment in innovation and supply chain flexibility is positioning the group for long-term growth.
Harena Rare Earths released full year results the other day, showcasing the company's robust financial and operational position in its first major set of financials since listing earlier in the year. The company continues to boost its profile in the US, ahead of major updates on the ground due from its Ampasindava rare earths project in Madagascar. Executive chairman Ivan Murphy joins Vox to give us an update on all the latest developments
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In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus Investments takes me through his latest thoughts on the following:
00:00 Equity outlook.
02:50 BOKU
07:20 WISE
10:00 PCI-Pal
15:15 GB Group
20:25 Raspberry Pi
24:35 Ensilica
28:00 Volution
30:30 Optima Health
32:05 IXICO
35:05 Diaceutics
37:45 Hvivo
41:30 Ceres Power
46:05 Trainline
49:45 Itaconix
52:25 M&C Saatchi
53:35 Renew Holdings
56:30 Favourite stock idea for next 12 months. Bloomsbury
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Cindrigo has listed on the main board of the London Stock Exchange with an initial market capitalisation of £40 million. The company plans to develop geothermal projects in Germany, backed by cashflow from a near-term development project in Finland. Chief executive Lars Gulstrand joins Vox to offer an insight into the precise nature of the opportunity here, especially given that power generation in Germany has undergone such radical transformation in recent years with the mothballing of coal and nuclear.
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Hemogenyx #HEMO has been given clearance to proceed with the next stage of testing in regard to its HG-CT1 therapy, which is designed to treat leukemia. Hemogenyx's chief executive Vladislav Sandler joins us to talk about the implications of continuing the trials, how they will be structured, and widened with the addition of testing for a group of 12-18 year olds.
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Gunsynd's Hamish Harris joins Vox for an update, following the release of high grade gold and silver sampling results from the company's Canadian projects. The Barb project showed high gold grades, while Bear Twit showed high silver, lead, and zinc. Harris also updated on a company Gunsynd has a significant stake in,
Richmond Hill. There, the opportunity in copper looks highly significant too.
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European Green Transition has announced that it has entered into a six-month option agreement for the potential sale of the Pajala copper project in Sweden. With copper prices riding high, it's a good time to be transacting on copper, and it may be that the deal presages a bigger one in relation to EGT's Olserum rare earths project in Sweden. EGT's chief financial officer Jack Kelly joins us to discuss the implications of the deal, how it fits into EGT's wider strategy, and where the company goes from here
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