The Vox Markets Podcast
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.
Thu, April 03, 2025
Q&A with Poolbeg CEO Jeremy Skillington
Watch on YouTube Vox Markets caught up with Poolbeg Pharma #POLB CEO Jeremy Skillington at the Master Investor Show, where he discussed the company's exciting progress in 2024. Jeremy highlighted strong investor engagement and shared updates on Poolbeg’s two lead programmes.
Wed, April 02, 2025
Mining Matters: Shaun Day from Greatland Gold
Watch on YouTube Shares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, meaning that the company is now producing and cashflow is coming in. An ASX listing is now planned. managing director Shaun Day talks us through it all, and outlines what plans the company has going forward.
Tue, April 01, 2025
Q&A with European Green Transition CFO, Jack Kelly
Watch on YouTube In an interview with Vox Markets at the Master Investor Show, Jack Kelly, CFO of European Green Transition, discussed the Olserum Rare Earths project and EGT’s strategy to monetise mining assets while acquiring revenue-generating green economy businesses.
Thu, March 20, 2025
Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 17 ideas on the following: 00:00 Close Brothers – NEW Purchase 03:10 Big Technologies – NEW Purchase 12:45 Plexus Holdings 17:20 Yougov 20:00 SIG 24:10 Advanced Medical Solutions 28:05 Eagle Eye 33:45 Centaur Media 36:40 Card Factory 39:55 Volex 44:00 Breedon 47:10 Fonix 51:00 Focusrite 54:30 Somero Enterprises 56:35 WISE 1:03:25 Zotefoams #CBG #BIG #POS #YOU #SHI #AMS #EYE #TUNE #CAU #CARD #VLX #BREE #FNX #SOM WISE #ZTF #BKS
Thu, March 20, 2025
Randy Smallwood of Wheaton Precious Metals: Streaming, what is it, and why's it so lucrative?
Watch on YouTube Wheaton Precious Metals #WPM is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of Wheaton Precious Metals, joins us to talk about the pioneering business model, how it's got the company to where it is today, and where it goes from here.
Wed, March 19, 2025
Q&A with Cornish Tin CEO Sally Norcross-Webb and Chairman Clive Newall
Watch on YouTube Clive Newall and Sally Norcross-Webb of Cornish Tin join us to discuss the latest developments in relation to the company's Tregonning lithium project, which has recently doubled in size, as well as updating on the latest fundraising and upcoming tin and lithium drilling campaigns.
Mon, March 17, 2025
The Exchange with Alexandra Jackson of Rathbones
Watch on YouTube In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including: 00:00 Equity outlook 03:50 Chemring 10:10 Treatt 14:40 Fevertree & Diageo 19:45 Breedon , UK brick makers & Brickability 24:25 SigmaRoc 27:10 Takeover bid for Bakkavor by Greencore 29:40 Cranswick 32:35 Everplay (formerly Team17) 37:40 Grainger 43:35 Warehouse REIT 44:05 Volution 47:50 AB Dynamics 51:30 Kainos 56:55 Raspberry Pi 64:15 GB Group 69:40 Rotork 73:45 Oxford Instrument s 79:20 Two favourite ideas for 2025. #RPI & Boku
Fri, March 14, 2025
Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks. 00:00 Market volatility 04:25 REIT opportunities - Life sciences , CLS Holdings and Safestore (09:00). 10:10 Spire Healthcare 15:40 4Imprint 18:55 Greggs 21:15 Churchill China 23:20 Kitwave 26:00 Bid approach for Bakkavor by Greencore 29:00 Van Elle 33:05 Watkin Jones 38:10 Grainger 41:00 Beeks Financial Cloud 45:05 Intercede 50:45 Essensys 56:05 Tracsis 58:55 Bloomsbury Publishing 61:20 OSB / One Savings Bank 63:35 Vanquis Banking 65:15 B&M European 69:30 Average position sizes 69:45 Plexus Holdings #LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS
Fri, March 14, 2025
Q&A with Richmond Hill Chairman, Hamish Harris
Watch on YouTube Richmond Hill has just signed a letter of intent to acquire a significant swathe of exploration licences in Quebec. The licences are thought to be prospective for copper, gold and antimony, amongst other metals. Hamish Harris joins to tell us about Richmond Hill's transition away from the drinks industry into natural resources, and to outline what happens next
Thu, March 13, 2025
Q&A with Harena Resources CEO, Joe Belladonna
Watch on YouTube Harena Resources will shortly be listed on the main board of the London Stock Exchange, following a reversal into Citius , a cash shell. Harena's Joe Belladonna joins us to discuss the upcoming feasibility study, relations with the Madagascar government, the macro-economic positioning of rare earths, and much more
Mon, March 10, 2025
The Exchange with Richard Crow
In this investing masterclass, stock market expert Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Equity outlook 05:30 Rolls Royce 13:50 Avon Technologies 16:00 ITV 18:10 Audioboom 24:15 Onthebeach 28:55 Filtronic 35:00 CMC Markets 39:10 ME Group 41:35 Carclo 46:05 Coats - apologies, unfortunately I got confused and stupidly thought #COA was Bodycote #BOY. Just highlights the dangers of trying to answer investor questions live. C'est la vie. 48:05 Mpac 52:35 Anpario 57:25 Watkin Jones 63:05 Zotefoams 67:00 Liontrust Asset management 72:25 Keller 75:25 Bloomsbury Publishing 78:50 Favourite 2 stock ideas for the rest of 2025. #BOOM & #WJG
Mon, March 10, 2025
The Exchange with Richard Crow
Fri, March 07, 2025
Small-cap Investing with Paul Hill and Paul Scott
In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 What’s happening on the markets & why investors shouldn’t be too despondent. 06:40 Warehouse REIT 10:00 De La Rue 14:35 Spire Healthcare Group plc 21:45 Capita 27:05 Hunting 31:40 Gaming Realms 36:05 ITV 40:15 Zotefoams 42:50 Tracsis PLC – New Purchase 49:45 H&T Group plc 55:55 FW Thorpe Plc 60:15 Quartix UK Tech
Thu, March 06, 2025
Q&A with Ubique Minerals CEO & Chairman, Vilhjalmur Vilhjalmsson
Watch on YouTube At PDAC 2025, Vilhjalmur Vilhjalmsson, CEO of Ubique Minerals (CSE: UBQ), outlines the company’s upcoming exploration campaign in Namibia, focusing on the eastern extension of past-producing zones. With local support, and existing infrastructure, Ubique aims for steady progress updates, refining targets ahead of potential drilling in mid-2025.
Thu, March 06, 2025
Helium: what is it, why's it so valuable, and how do you find it? With Andy Carroll of Mosman
Watch on YouTube The helium price has soared in recent years as demand from hi-tech industries has risen and supply has struggled to keep pace. Much of the oil and gas skillset is transferable to helium, but there are significant differences. Mosman's Andy Carroll takes us through the geology, the extraction techniques, processing, sales pricing and overall market dynamics of the helium market. The US and Australia are key, but there are also major production hubs in Qatar and Russia, although no one player controls pricing or supply. Carroll weaves it all together, and also talks about his own experiences in the industry
Wed, March 05, 2025
Q&A with Carlton Precious Metals CEO, Martin Walter
Watch on YouTube At the PDAC 2025 convention in Toronto, Martin Walter, CEO of Carlton Precious Metals (TSX-V: CPI), discusses the company's flagship Esquilache Silver Project in Peru. With a background in major silver transactions, including the sale of Aquiline Resources, Walter highlights Esquilache's high-grade silver, gold, and base metals, positioning CPI well in the current silver bull market.
Wed, March 05, 2025
Q&A with Heritage Mining CEO, Peter Schloo
Watch on YouTube At PDAC 2025, Peter Schloo, CEO of Heritage Mining, discusses the company’s exploration progress in Northwestern Ontario, highlighting pending assay results and an upcoming drill program at Zone 3. He emphasises strong shareholder support and a high-caliber board, positioning Heritage for success in an under-explored Greenstone Belt alongside major players.
Wed, March 05, 2025
Q&A with PRISM Diversified CEO, John Merritt
Watch on YouTube At PDAC 2025, John Merritt, CEO of PRISM Diversified, discusses the company's strategic investment to advance its metallurgical technology and develop a prototype in 2025. He highlights the historical resource of its iron-vanadium deposit, plans for low-emission steel production, and Alberta’s role in supporting energy transition initiatives.
Tue, March 04, 2025
Interview with Georgina Energy's Chief executive, Tony Hamilton
Georgina Energy has announced that a team will be on site at Hussar this month to provide assessments for the environmental impact study. The company is also close to completing on the acquisition of 100% of the Mount Winter project. Chief executive Tony Hamilton explains what it all means
Mon, March 03, 2025
Interview with Blencowe Resources CEO, Mike Ralston
Blencowe Resources has received an expression of interest from the Africa Finance Corporation in regard to its Orom-Cross graphite project in Uganda. Blencowe's CEO Mike Ralston tells us what it all means
Mon, March 03, 2025
David Buik interviews Jason Paltrowitz of OTC Markets Group
Watch on YouTube It was a great privilege to ‘shoot the breeze’ with Jason Paltrowitz, Director and executive Vice-President of OTC Markets Group. Jason knows all the vagaries of European equity markets, having experienced over 20 years in the capital markets industry, He is well known and widely travelled with a proven track record of building winning teams and businesses, delivering value to his clients and stakeholders. Jason carefully ticked all the boxes, as we discussed the advantages of bringing his US investors and introducing them to not only to a huge and diverse number of companies across the European spectrum, as well as providing access to all the major European bourses with his knowledge and innovative ideas, enabling them to trade European stocks to their advantage.
Fri, February 28, 2025
Graphite: all you need to know about batteries, markets and mining, with Mike Ralston 10:11, 28th February 2025
Watch on YouTube On this episode of Mining Matters, Vox Markets' Alastair Ford speaks with Mike Ralston, CEO of Blencowe Resources #BRES , about graphite—what it is, what it's used for, how it is mined, processed, shipped, and delivered, and who buys it.
Thu, February 27, 2025
hVIVO Announces Acquisition of Cryostore
Watch on YouTube hVIVO #HVO CEO Mo Khan discusses the company's acquisition of Cryostore, a specialist in temperature-controlled storage for biopharma clients.
Thu, February 27, 2025
Fintel Interview with Matt Timmins, joint CEO
Fintel reports 21% revenue growth, with SaaS now 65% of core revenue. CEO Mark discusses the M&A strategy, and the launch of Matrix 360, a market-first intelligence tool. With regulatory changes driving demand, Fintel is now focused on organic growth, platform integration, and cross-selling to enhance long-term value. (Video release date: 17th February 2025)
Wed, February 26, 2025
Q&A with Water Intelligence
In this fascinating conversation, Exec Chairman Patrick DeSouza of WATER INTELLIGENCE PLC and CEO Will Knell of American Leak Detection take me through today’s in line y/e trading update & positive outlook – including: 00:00 Introduction of Will Knell & overview of group 03:30 Industry’s secular growth drivers 06:05 Significance of transformational StreamLabs Water deal & building platform business 09:30 USPs offered from StreamLabs Water partnership and timescales involved 11:30 Fixing stormwater sewage spills & preventative maintenance. 15:50 Buy & Build strategy 22:05 Integration of acquisitions and why scale matters 25:05 Financial highlights & possibility of adding a dual US stock listing 28:30 Long term aspiration of the Board & closing remarks
Wed, February 26, 2025
Avingtrans interview with CEO Steve McQuillan & CFO Stephen King
Watch in YouTube In this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s record H1’24 results and in line outlook – including: 00:00 What Avingtrans does and its secular growth drivers 05:00 Orderbook & financial highlights 09:40 Update on Adaptix, Magnetica and broader medical division 14:55 Group resilience from Trump tariffs 16:20 Possible corporate exits over the next 12-18 month 22:00 Key closing messages
Fri, February 21, 2025
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Recent buys & sells and YTD performance of 2025 top 20 portfolio 02:30 Beeks Financial 07:10 JET2 10:30 Wilmington 16:20 Tracsis 21:10 Springfield Properties 25:55 Intercede 28:20 Zytronic 30:55 FRP Advisory and Begbies Traynor 33:30 Microcap investment trusts and #MAPL 36:00 CREO Medical 39:35 Assetco 41:25 Journeo 44:55 Everplay (formerly Team 17) 46:10 MONY (formerly Moneysupermarket) 49:15 ECO Animal Health 53:15 Zoo Digital 56:50 Videndum 1:00:10 Facilities of ADF 1:03:05 ITV and Zinc Media #BKS #JET2 #TRCS #SPR #IGP #ZYT #FRP #BEG #MAPL #CREO #ASTO #JNEO #EVPL #MONY #EAH #ZOO #VID #ADF #ZIN #ITV
Tue, February 18, 2025
CleanTech Lithium Interview with Steve Kesler
CleanTech Lithium's shares are looking cheap, following a period of lithium price decline, which makes the recently announced retail offer of shares and warrants look attractively priced. Executive chairman Steve Kesler joins us to tell us why he thinks the lithium price may at last be on the road to recovery.
Mon, February 17, 2025
The Exchange with Brendan Gulston of Gresham House
Watch on YouTube In this investing masterclass, accomplished UK fund manager Brendan Gulston of Gresham House takes me through his view of the markets and latest thoughts on 18 stock ideas, including: 00:00 Equity outlook 03:15 MPAC 06:30 ActiveOps 10:40 Windward 12:35 Argentex 18:50 Iomart 23:05 SysGroup 26:25 XPS Pensions 29:10 CVS Group & Pets-at-home 31:55 Nichols 36:40 Greggs 41:10 Ten Lifestyle 45:00 Angling Direct 47:50 IXICO 52:05 Fintel 54:10 Trufin 59:05 UK civil contractors & Costain 1:03:35 Favourite stock idea for 2025. Diaceutics
Mon, February 17, 2025
Q&A with hVIVO CEO, Mo Khan
Watch on YouTube We sat down with Mo Khan, CEO of hVIVO #HVO, to discuss their latest £2 million contract and what it means for the future of hMPV research. With a successful pilot study already completed, hVIVO is now gearing up for the final stage of its hMPV characterisation study, paving the way for future human challenge trials.
Fri, February 14, 2025
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Equity outlook 06:20 Iomart 07:05 Tracsis 09:40 Housebuilders, Bellway & MJ Gleeson 14:25 Pinewood 18:30 Ricardo 21:25 Vertu Motors 22:30 Wynnstay 25:00 ONDO Insurtech 34:25 MS International & defence sector 38:40 hVivo 41:15 Focusright 45:25 Portfolio position sizing 50:25 Warpaint 51:50 Favourite sector 52:50 Gattaca 56:15 Speedy Hire 59:00 Close Brothers , S&U and Secure Trust Bank 64:10 PZ Cussons 65:30 Dunelm 68:40 Wood Group 70:20 First Group
Wed, February 12, 2025
CleanTech Lithium Raises £2.4 Million to Progress Laguna Verde
Watch on YouTube CleanTech Lithium #CTL has raised £2.4 million to take it on to the next steps with its Laguna Verde project. Chairman Steve Kesler tells us who's come in with the new money, and what the next couple of months will look like
Tue, February 11, 2025
Mining Matters: Golden Prospect talks gold
Watch on YouTube Whither goest gold? Keith Watson and Robert Crayfourd of Golden Prospect Precious Metals talk gold, gold equities, investment strategies, ETFs, risk, Trump and the macro-economic outlook. The bottom line? - gold is the place to be.
Mon, February 10, 2025
The Exchange with Gervais Williams of Premier Miton
Watch on YouTube In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 25 stock ideas, including: 00:00 Edison Research, Filtronic & 2025 equity outlook 05:25 Yu Group 07:50 Beeks Financial Cloud 10:10 Van Elle 10:35 Galliford Try 12:30 Shoe Zone 14:20 Supreme 17:20 Avacta 18:25 Eleco 20:05 Guardian Metal Resources 23:05 Serabi Gold 26:15 CMC Markets 29:15 Kromek 32:15 Inspiration Healthcare 34:25 Zotefoams 36:50 Ashtead Technology 37:30 TP ICAP 39:30 Concurrent Technologies 42:00 CML Microsystems 44:10 Windar Photonics 47:25 Ondo InsurTech 50:20 Velocity Composites 52:20 Cavendish Financial 53:45 Other interesting firms – Virgin Wines , Shield Therapeutics & Firering Strategic Minerals #FTC #YU #BKS #CAV #CML #CNC #ELCO #GMET #ONDO #SHOE #SRB #SUP #VEL #WPHO #ZTF #CMCX #AT. #AVCT #GFRD #KMK #IHC #TCAP #VANL #FRG #VINO #STX #FRG
Fri, February 07, 2025
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Equity outlook 05:20 Warpaint 11:10 Vertu Motors 14:00 Iomart 19:45 Filtronic 23:50 Alumasc 28:05 JD Sports 30:40 Victorian Plumbing 34:05 Optima Health 38:45 Assetco 41:40 Grainger 45:45 Gattaca & UK recruiters 50:50 Funding Circle 55:25 Ten Lifestyle 1:00:35 Cohort 1:02:30 HAT 1:05:05 Eurocell #W7L #VTU #IOM #FTC #ALU #JD. #VIC #OPT #ASTO #GRI #GATC #FCH #TENG #CHRT #HAT #ECL
Wed, February 05, 2025
Mining Matters: Bob Archer on silver, gold, markets, and Pinnacle
Watch on YouTube Silver vs gold vs markets. Bob Archer has decades of experience mining silver and gold, and knows the market dynamics of both metals better than most. He shares the insights he's gleaned over the years, and tells us about a new Mexican deal he's putting together inside Venture-listed Pinnacle Silver & Gold
Wed, February 05, 2025
Polarean CEO, Christopher Von Jako on Recent Milestones and Future Plans
Watch on YouTube In this exclusive interview Chris, CEO of Polarean , discusses the company’s latest achievements
Tue, February 04, 2025
The Exchange with Stephen English of Stellar Asset Management
In this investing masterclass, accomplished UK fund manager Stephen English of Stellar Asset Management takes me through his view of the markets and latest thoughts on 14 stock ideas
Tue, February 04, 2025
Pulsar Completes Drilling at Jetstream #2 – CEO Thomas Abraham James Shares Insights
Watch on YouTube Pulsar Helium #PLSR has completed drilling at its Jetstream #2 well, and encountered significant helium thicknesses and attractive grades. The results correlate well with those obtained from the recently re-drilled Jetstream #1 well. We are joined by Pulsar chief executive Thomas Abraham-James to tell us more.
Tue, February 04, 2025
Q&A with Venture Life CEO Jerry Randall
Watch on YouTube Following today’s positive FY'24 trading update, CEO Jerry Randall of Venture Life - a leading consumer healthcare products firm - kindly take me through the company's: Current demand picture & FY’24 performance. Strategic rationale & integration of Nov’s £10m acquisition of Health & Her Outlook for 2025 and beyond.
Mon, February 03, 2025
hVIVO Interview - CEO Mo Khan on New RSV Human Challenge Trial & Company Growth
In this exclusive interview, hVIVO CEO Mo Khan discusses the company’s latest human challenge trial contract with Inhalon Biopharma, testing a next-generation mucosal RSV antiviral. Mo addresses industry speculation around RSV trials, explains why RSV antivirals remain a key growth area, and shares insights on hVIVO’s strong sales pipeline conversion, with this being their fourth new study announcement in under two months. He also provides a quick update on the recent CRS acquisition and what’s next for the company.
Fri, January 31, 2025
Q&A with Oncimmune CEO, Martin Gouldstone
Watch on YouTube After this morning's trading update, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services to the Biopharma industry – takes me through the company's current demand picture, pipeline and August FY25 guidance.
Fri, January 31, 2025
The Exchange with Richard Staveley of Harwood Capital
Watch on YouTube In this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following: 00:00 Secret sauce behind Rockwood’s success. 06:40 Capita 13:35 Filtronic & how to value the stock 19:05 Funding Circle 24:00 Vanquis Banking 32:55 Argentex 38:50 RM 43:00 Van Elle 47:25 Flowtech Fluidpower 52:25 James Fisher 56:30 STV Group 1:0:55 Kooth 1:06:25 Pennant International 1:10:35 Favourite stock idea for 2025 & portfolio management
Fri, January 31, 2025
Q&A with Paul Barrett from Rome Resources
Watch on YouTube More drilling news from Rome Resources , this time at Kalayi. Paul Barrett joins us to explain the significance of the latest results, what it all means, and what will happen next
Wed, January 29, 2025
Q&A with hVIVO CEO, Mo Khan
Exciting times for the company as we sit down with Mo to discuss a record-breaking FY24, the game-changing acquisition of two clinical research units from CRS, and the strategic vision driving future growth. Mo shares insights on the synergies behind the CRS deal, the growing order book, and the evolving £40m pipeline of opportunities. Plus, we explore what’s next for the company’s M&A strategy. Don’t miss this deep dive into a company on the rise!”
Tue, January 28, 2025
Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
Watch on YouTube Following today’s positive FY'24 trading update, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco #ELCO kindly take me through the: 00:00 Current demand picture & recent client wins for Eleco’s Buildtech software. 05:20 Financial highlights 10:10 Strategic rationale & integration of Jan’s €8.4m acquisition of PMI Software 13:50 Outlook for 2025 and beyond. Disclosure: I own shares in Eleco, who is also a Vox Markets client
Tue, January 28, 2025
Q&A with Lords Group Trading CEO Shanker Patel & CFO Stuart Kilpatrick
Watch on YouTube Following today’s resilient FY'24 trading update, CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through the : State of the UK building products market & timing of recovery. Financial highlights & outlook for 2025. Why investors should remain optimistic.
Mon, January 27, 2025
Addressing the Rising Threat of Whooping Cough
Watch on YouTube In an exclusive interview, hVIVO CEO Mo Khan discusses the company’s latest milestone—a world-first pivotal Phase 3 human challenge trial for a whooping cough (pertussis) vaccine candidate. Mo delves into why ILiAD is leading this groundbreaking initiative, the trial’s key objectives, and its significance for hVIVO’s expanding portfolio. He also provides insight into the increasing global burden of pertussis and hVIVO’s readiness to conduct bacterial challenge trials at its state-of-the-art Canary Wharf facility.
Thu, January 23, 2025
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Are animal spirits returning to the equity markets? 02:30 Which sectors might benefit from UK government deregulation? 04:50 Serica Energy 09:20 Watkin Jones 10:10 abrdn 13:25 Capital (Drilling) Ltd 16:45 Beeks Financial 20:15 Cordel Group 25:50 Windar Photonics 29:25 Colefax 31:50 Zotefoams 33:25 Spectra Systems 35:35 James Latham 37:25 Epwin Group 39:10 Card Factory 40:50 JD Sports 44:00 Creo Medical 48:55 Feedback Medical 51:35 LBG Media 55:20 System1 58:05 1Spatial Due to a diary clash, the next episode is in 2 weeks time (Friday 7th Feb) Finally, 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. #SQZ #WJG #ABDN #CAPD #BKS #CRDL #WPHO #CFX #ZTF #SPSY #LTHM #EPWN #CARD #JD. #CREO #CREO #FDBK #LBG #SYS1 #SPA
Tue, January 21, 2025
Rome Resources Announces Results from Latest Drilling at Mont Agoma
Watch on YouTube Rome Resources has released assay results from two holes drilled at its Mont Agoma tin project in the Democratic Republic of Congo. The results support the company's geological interpretation of Mont Agoma, and the grades look world class. Chief executive Paul Barrett joints us to explain.
Tue, January 21, 2025
Q&A with hVIVO CEO, Mo Khan
Watch on YouTube hVIVO has secured a £2.7 million contract for its hLAB division to serve as the sole virology lab for a global Phase 2 influenza drug study involving 5,000 participants. This milestone marks hVIVO's largest standalone lab services contract, leveraging its expanded Canary Wharf facility.
Mon, January 20, 2025
The Exchange with Dr Paul Jourdan of Amati Global Investors
Watch on YouTube In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global Investors takes me through his view of the markets and latest thoughts on 19 stock ideas, including: 00:00 Outlook for 2025 08:00 Diaceutics 11:30 Creo Medical 16:30 IXICO 18:25 UK building products sector & Brickability Group 19:55 Tracsis 23:50 Cordel Group 25:55 essensys 29:20 Water Intelligence 30:50 Private medicine & Spire Healthcare Group plc 32:40 Windar Photonics A/S 34:50 Solid State 39:40 EnSilica 42:35 SRT Marine Systems plc 45:30 Ashtead Technology 48:35 Serica Energy plc 55:40 Greatland Gold 58:40 Hochschild Mining 1:01:45 STV Group plc 1:02:20 Two favourite stock ideas for 2025 – Feedback & Alpha Group International. Lastly, if anyone or any company would like to sponsor the Show (re naming rights), then please feel free to contact me here or via my email address paulhill@pmhcapital.com.
Fri, January 17, 2025
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Bond market relief as inflation falls 03:05 IG Design Group 11:45 Card Factory 15:45 JD Sports 19:50 Sosander 23:15 FD Technologies 25:55 Everyman Media 29:55 Facilities by ADF 34:55 UK housebuilders: Vistry , Persimmon Homes , Gleeson Homes & Taylor Wimpey 41:50 SRT Marine Systems 45:10 Fonix 47:30 Construction contractors – Galliford Try and Costain 52:30 Eagle Eye 56:25 Asset managers – Polar Capital , Premier Miton , Liontrust Asset Management 64:15 Spire Healthcare 67:45 PayPoint
Thu, January 16, 2025
Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins
Watch on YouTube In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC – a global high-speed packaging and factory automation solutions group - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion plans
Thu, January 16, 2025
Interview with Chief executive Thomas Abraham-James from Pulsar Helium
Pulsar Helium has successfully deepened its Jetstream #1 well in Minnesota, and increased the potential size of the helium resource there. A second drill is about to get underway, and a resource update is expected after that. Chief executive Thomas Abraham-James joins to tell us more.
Wed, January 15, 2025
The Exchange with Christopher Mills of Harwood Capital
Watch on YouTube In this investing masterclass, UK small/midcap fund manager Christopher Mills of Harwood Capital takes me through his view of the markets and latest thoughts on 18 stock ideas, including: 00:00 Outlook for 2025 04:35 Closing #NAS’s and #OIG’s investment trust discounts 09:10 Spire Healthcare 13:25 Optima Health 16:35 EKF Diagnostics 20:00 NIOX 22:25 Pinewood Technologies 26:00 Tribal Group 30:00 TP ICAP 33:00 Avingtrans 36:40 Facilities by ADF 39:40 Trifast 42:10 PayPoint 45:10 Polar Capital 47:15 AssetCo 49:40 Frenkel Topping 55:10 NCC Group 57:55 Restore 60:00 Real Estate Investors 61:40 Hargreaves Services 66:35: Best stock idea for 2025
Wed, January 15, 2025
Q&A with Finseta CEO James Hickman & CFO Judy Happe
Watch on YouTube In this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist foreign exchange & international payments platform - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion strategy.
Tue, January 14, 2025
Q&A with CleanTech Lithium's Chairman, Steve Kesler
Watch on YouTube CleanTech #CTL has announced the production of a very high purity lithium carbonate at its partner's processing plant in Chicago. Company chairman Steve Kesler joins to tell us what it all means
Mon, January 13, 2025
Interview with Pulsar Helium's Chief Executive, Thomas Abraham-James
Drilling has recommenced at Pulsar Helium's Topaz project in Minnesota. In addition, a fundraising is underway which should take the company to a point where it can make a final investment decision. Pulsar's chief executive Thomas Abraham-James joins us to tell us more
Fri, January 10, 2025
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Retailer Xmas trading updates 04:15 B&M Retail stores 05:50 Reason for jump in bond yields, beneficiaries of higher volatility and Argentex (13:25) 14:20 Paul’s buys/sells this week and Smarttech247 15:25 Intercede 17:50 4imprint 20:40 Greatland Gold 23:05 Anpario plc 27:45 Clarksons 30:00 Dotdigital Group and GetBusy plc 34:00 Topps Tiles 38:25 Pinewood Technologies 42:55 Big Technologies / Buddi 48:55 H&T Group plc 52:25 Alliance Pharma and Venture Life 53:45 Team Internet 55:25 Van Elle 57:35 Filtronic 58:45 Foresight Group 1:01:05 REACT Group 1:02:05 Legal & General 1:04:25 REITS #BME #AGFX #S247 #IGP #FOUR #GGP #ANP #CKN #DOTD #GETB #TPT #PINE #BIG #HAT #APH #VLG #TIG #VANL #FTC #FSG #REAT
Fri, January 10, 2025
Interview with Ben Thompson from Mortgage Advice bureau
In this follow up interview, with Ben Thompson, CEO of Mortgage Advice Bureau, Ben addresses share price volatility and how MAB keeps investors focused on long-term value. He explains why MAB is better compared to fintech platforms than traditional mortgage firms and reveals how the company is staying ahead of regulatory changes while protecting profitability. A must-watch for investors!
Wed, January 08, 2025
Interview with Blencowe Resources CEO, Mike Ralston
Watch on YouTube Blencowe Resources #BRES is all set for a big 2025: an updated resource is on the way, the feasibility study for the Orom-Cross graphite project is due to be completed, and further discussions with off-takers are also planned. Chief executive Mike Ralston joins us to give us all the details
Tue, January 07, 2025
Interview with Ben Thompson from Mortgage Advice bureau
Mortgage Advice Bureau CEO Ben Thompson shares how MAB has stayed ahead in a changing market, the role of cutting-edge technology in driving success, and the company’s plans to boost profits and shareholder returns. He also addresses MAB’s strong financials and how it plans to sustain growth despite market challenges. Don’t miss these key insights!
Mon, January 06, 2025
The Exchange with Dominic Weller
In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus UK discusses his latest thoughts
Fri, January 03, 2025
Small-Cap Investing with Paul Hill & Paul Scott
In this week’s New Year special – given the lack of corporate newsflow - smallcap equity analyst & capital markets commentator Paul Scott asked me to run through my top 20 UK stocks for 2025
Thu, January 02, 2025
The Exchange with Jamie Ward
Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following: 00:00 Edison Investment Research, type of investor & 2025 outlook 11:00 Smith & Nephew 14:10 Wise 21:35 UK life assurers eg Aviva, L&G, etc 23:10 Burberry 26:55 Aston Martin Lagonda 33:50 Vistry 40:05 Marshalls 43:30 Brave Bison 48:55 Volvere 52:50 Avingtrans 54:50 Camellia 59:45 DCC 1:05:50 Marlowe 1:10:05 Renishaw 1:16:35 Favourite 2 stock ideas for 2025 #SN. #WISE #AML #BRBY #VTY #MSLH #BBSN #VLE #AVG #CAM #DCC #MRL #RSW
Mon, December 23, 2024
European Green Transition' Year in Review with CEO, Aiden Lavelle & CFO, Jack Kelly
European Green Transition's Aiden Lavelle and Jack Kelly join us to put the wrap on what's been an eventful year for the company, and one in which progress was made on several fronts. They also provide us with an insight into what's next in 2025?
Fri, December 20, 2024
Small-Cap Investing with Paul Hill & Paul Scott
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
Fri, December 20, 2024
hVIVO Year in Review: Milestones, Growth and 2025 Ambitions
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.
Fri, December 20, 2024
Vietnam Holding year in review: Outperformance & Opportunity
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.
Wed, December 18, 2024
The Exchange with Richard Penny
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
Tue, December 17, 2024
Q&A with European Green Transition CEO, Aiden Lavelle
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.
Fri, December 13, 2024
The Exchange with Richard Crow
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
Wed, December 11, 2024
Small-Cap Investing with Paul Hill & Paul Scott
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
Wed, December 11, 2024
Q&A with Georgina Energy CEO, Tony Hamilton
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.
Wed, December 11, 2024
Q&A with Renalytix Executive Chairman, Julian Baines
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.
Tue, December 10, 2024
Q&A with Gunsynd Executive Chairman, Hamish Harris
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
Tue, December 10, 2024
Q&A with hVIVO’s Mo Khan
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.
Wed, December 04, 2024
IXICO Full Year Results & Growth Strategy Webinar
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
Wed, December 04, 2024
Q&A with IXICO CEO, Bram Goorden and CFO, Grant Nash
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
Mon, December 02, 2024
The Exchange with Laurence Hulse of Onward Opportunities
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 <a href="https://www.youtube.com/hashtag/b90
Mon, December 02, 2024
Q&A with Supreme CEO, Sandy Chadha
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.
Sat, November 30, 2024
Small-Cap Investing with Paul Hill & Paul Scott
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
Thu, November 28, 2024
Interview with Mike Ralston, CEO of Blencowe Resources
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.
Thu, November 28, 2024
The Exchange with Abby Glennie of abrdn
In this investing masterclass, accomplished UK fund manager Abby Glennie of Abrdn Investments walks me through her view of the markets and latest thoughts
Wed, November 27, 2024
Q&A with Focusrite CEO Tim Carroll & CFO Sally McKone
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.
Tue, November 26, 2024
Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
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.
Fri, November 22, 2024
Small-Cap Investing with Paul Hill & Paul Scott
Watch on YouTube In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Investor vibe at Mello and 2025 equity outlook 05:05 Recent buys (Vistry) & sells (Facilities of ADF). 07:45 CML Microsystems (PH holds) 10:00 JD Sports 13:55 CMC Markets 17:10 hVIVO (vox client) 20:10 Jet2 24:05 Springfield Properties 26:40 Michelmersh Brick (PH holds) 31:30 Norcros 35:40 Auction Technology Group 39:50 Renold 44:40 Equals (PH holds & Vox client) 49:35 Spectra Systems 53:30 Yu Group 56:00 Card Factory 59:40 Macfarlane #VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF
Thu, November 21, 2024
Q&A with Pulsar Helium CEO, Thomas Abraham-James
Watch on YouTube Pulsar Helium signed a processing and procurement deal with the billion-dollar company Chart Industries this week. Here to tell us about that, about the upcoming drill programme at the Topaz project in Minnesota, and about all the other impending newsflow, is Thomas Abraham-James
Thu, November 21, 2024
Interview with CEO, Christopher Von Jako from Polarean
Following todays announcement that the FDA have approved Polarean its coil has been cleared for use with the GE HealthCare’s MRI systems, Polarean’s CEO, Chris von Jako talks exclusive to Vox Markets
Thu, November 21, 2024
Interview with Aiden Lavelle, CEO from European Green Transition
European Green Transition has announced its latest batch of drilling results from its Olserum rare earths projects. Aiden Lavelle joins us to tell us what it all means and where the company goes from here
Fri, November 15, 2024
Small-Cap Investing with Paul Hill & Paul Scott
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 GoodMoneyGuide 02:20 Science Group 05:45 Qinetiq 09:35 Warpaint 12:35 Will we get a Santa rally? 19:30 NEW BUY - Facilities of ADF (PS Holds) 23:05 Zoo Digital & new AIM IPO Winking Studios 27:05 Volex & TT Electronics 32:15 NEW BUY - CML Microsystems (PH Holds) 36:30 Cake Box 39:35 Van Elle 41:35 NEW BUY – IXICO (PH Holds & Vox client) 46:35 4Imprint 49:50 Zotefoams (PS holds) 52:45 Goodwin 54:45 Premier Miton & fund managers 59:55 TPXimpact 60:35 NWF, Luceco & Finseta A big thanks for today’s sponsor Goodmoneyguide #SAG #QQ. #W7L #ADF #ZOO #WKS #VLX #TTG #CML #CBOX #VANL #IXI #FOUR #ZTF #GDWN #PMI #TPX #NWF #LUCE #FIN
Fri, November 15, 2024
The Exchange with Iain Staples
Watch on YouTube In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including: 00:00 Equity outlook 05:05 Funding Circle 08:45 Big Technologies 11:30 Solid State & possible read across to other UK defense stocks 15:00 Volex bid for TT Electronics 16:20 XPS Pensions 20:00 FRP Advisory 25:55 Ashtead Technology 28:50 hVivo 31:30 Hollywood Bowl 34:30 Warpaint 37:10 MP Evans 42:10 Zigup (formerly Redde Northgate) 45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs 51:00 Keller 55:05 Renew 58:30 Best stock idea 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 .
Tue, November 12, 2024
The Exchange with Leon Boros
Watch on YouTube On today's Exchange, I was delighted again to speak to accomplished investor Leon Boros of Equity Strategies including: 00:00 Equity outlook for 2025. 05:20 Arcontech 11:15 Fonix Mobile 16:15 Bioventix 22:55 CMC Markets 23:45 Concurrent Tech 28:45 Tracsis 33:10 Journeo 36:30 Novo Nordisk 42:40 Sosandar 50:50 NIOX Group 54:15 Equals 57:15 Polean Imaging 59:40 Leon’s best horse-racing tip for 2025 (re Lady of Spain).
Mon, November 11, 2024
Q&A with Oncimmune CEO, Martin Gouldstone
Watch on Youtube In this fascinating interview, CEO Martin Gouldstone of Oncimmune #ONC takes Vox through: 00:00. What the company does, its key USPs and how the proprietary IMMUNOinsights autoantibody profiling service helps Biopharma companies develop & monitor new drugs & precision medicines. 08:30 Current demand picture, breakeven revenue & Aug FY25 visibility.
Fri, November 08, 2024
Smallcap Investing with Paul Hill & Paul Scott
Watch on YouTube In this fast-moving investing show, legendary UK investor Paul Scott & I discussed all things smallcap, alongside highlighting our latest thoughts on the following: 00:00 Paul’s new SCVR service on Substack 02:15 Impact of the Budget 08:00 Fallout from the US Presidential election 10:40 Hunting (PS holds) 15:50 Vistry 21:30 Michelmersh Brick (PH Holds) 25:50 OneSavingsBank 33:15 Kooth (PS holds) 37:50 Gooch & Housego (PS holds) 44:00 Smiths News 49:10 Plexus (PS holds) 53:45 Equals (PH holds & Vox client) 55:45 Venture Life (Vox client) 61:15 Anpario 64:10 Time Finance Plus, if anyone or any company would like to sponsor this new ‘Smallcap” series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com . Published by Vox Markets #HTG #VTY #MBH #OSB #KOO #GHH #SNWS #POS #EQLS #VLG #ANP #TIME
Fri, November 08, 2024
The Exchange with Chris McVey of Octopus Investments
In this investing masterclass, accomplished UK small/midcap fund manager Chris McVey of Octopus Investments walks me through his view of the markets and latest thoughts on 15 stock ideas
Wed, November 06, 2024
Q&A with Blencowe Resources CEO, Mike Ralston
▶ Watch on YouTube Blencowe Resources #BRES is raising £1.5 million through a placing and subscription, and a further £195,000 through a retail offering. The money will go towards the company's definitive feasibility study for the Orom-Cross graphite project. Here to tell us more, Blencowe Chief Executive Mike Ralston.
Wed, November 06, 2024
Interview with GoodLife Plus CEO, Charlie Chadd
Good Life Plus CEO Charlie Chadd reveals impressive interim results and a bold 2025 outlook. Don’t miss the highlights!
Tue, November 05, 2024
Q&A with Venture Life CEO Jerry Randall
Watch on YouTube In this upbeat interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes me through last week’s potentially transformational £10m acquisition of specialist menopause & perimenopause company ‘Health & Her Ltd’. Here Jerry runs through the strategic rationale of the deal, targeted synergies, integration plan, funding and longer term opportunity.
Tue, November 05, 2024
Interview with Steve Kesler from CleanTech Lithium
CleanTech Lithium has updated the market on progress towards the completion of its pre-feasibility study at Laguna Verde, and on exploration and the commissioning of the pilot plant in the USA. There's also word on the appointment of a new chief executive, expected shortly. Steve Kesler joins us to tell us more
Mon, November 04, 2024
Q&A with IXICO CEO, Bram Goorden
Watch on YouTube In this interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 His 1st impressions since joining in Aug’24 & what IXI does, alongside its key USPs & growth opportunities. 04:55 Orderbook development & why now is the right time for IXI to get its fair share of the market. 07:55 Pipeline conversion, importance of last month’s £4m fund raise to scale the business and possible M&A. 11:10 Growth in post marketing surveillance and aspirational longer term targets.
Tue, October 29, 2024
Q&A with Aiden Lavelle from European Green Transition
With on YouTube European Green Transition has released results from drilling at its Olserum rare earths project, Aiden Lavelle joins us to tell us what it all means.
Mon, October 28, 2024
The Exchange with James Taylor of M&G
Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including: 00:00 Approach to investing & outlook for equities 06:25 Hill & Smith 10:40 Victrex 15:45 Essentra & takeover premiums 20:40 XP Power 23:40 Alfa Financial 28:30 Accesso Technology 35:25 Trufin 40:35 Hunting 45:45 Lancashire Holdings 51:25 Quilter 58:00 Oxford Biomedica 64:10 Premier Foods 67:40 Volution 72:20 Thoughts on UK banking sector 74:25 Chemring 78:50 Favourite investing idea for 2025
Fri, October 25, 2024
Prospex Energy Announces New Gas Discovery at Viura-1B
Prospex Energy CEO Mark Routh discusses the recent success in deepening the Viura-1B well, which revealed additional gas reserves, enhancing the company’s production and revenue outlook. With production resuming on 15 October, Prospex anticipates increased income, particularly with rising gas prices, and has two new wells planned for 2025.
Fri, October 25, 2024
The Exchange with Duncan MacInnes of Ruffer
In this investing masterclass, accomplished multi asset fund manager Duncan MacInnes of Ruffer takes me through his latest view of the markets and thoughts on numerous asset ideas.
Thu, October 24, 2024
Q&A with Predator Oil & Gas CEO, Paul Griffiths
Watch on YouTube A busy few months lie ahead for Predator Oil & Gas #PRD, as it gears up to drill the potentially huge MOU-5 prospect in Morocco. Here to tell us about that, and about what else is going on at the company's other assets, is chief executive Paul Griffiths
Fri, October 18, 2024
The Exchange with Adam Rackley of Dowgate Cape Wrath
In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Approach to investing & outlook for equities 07:35 Alliance Pharma 13:15 Marston's 17:50 Gulf Marine Services 21:25 Deepest of deep value investing 26:00 PZ Cussons 30:05 De La Rue 31:35 Watkin Jones 37:15 MJ Gleeson 41:15 Enquest 47:25 Avoiding falling knives & will #WJG need an equity raise? 53:15 Future 55:05 Costain 58:55 Sectors to avoid & UK recruiters 1:02:05 Eurocell 1:06:30 Renewi 1:10:05 Synthomer 1:105:20 Wynnstay 1:22:05 TT Electronics and XP Power 1:26:10 UK asset Managers & Liontrust #APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO
Thu, October 10, 2024
Q&A with Gunsynd Executive Chairman, Hamish Harris
Watch on YouTube In this Vox Markets interview, Hamish Harris, Executive Chairman of Gunsynd PLC, discusses the company’s recent high-grade copper and uranium discoveries at its Falcon Lake and Merlin projects in Canada. He highlights efficient cost-sharing with neighbouring companies and the strategic value of operating in Canada’s resource-rich region.
Thu, October 10, 2024
Q&A with Good Life Plus CEO, Charlie Chadd
Watch on YouTube Charlie Chad, CEO of Good Life Plus, discusses the company’s growth to 40,000 subscribers in 2024 and raising £2 million for expansion. Good Life Plus offers daily luxury prize draws and perks like dining discounts and cinema tickets. Their consumer-first approach and effective marketing drive success.
Wed, October 09, 2024
A Deep Dive into Avingtrans' 2024 Annual Report
In this episode, powered by ai, we explore Avingtrans' 2024 annual report. We break down their "Pinpoint, Invest, Exit" (PIE) strategy, record-breaking revenue, and why profits took a dip. With a booming energy division and bold investments in next-gen medical imaging, like helium-free MRI machines, we discuss whether Avingtrans has struck the right balance between stability and high-risk innovation. Tune in for insights into a company pushing boundaries and playing the long game
Tue, October 08, 2024
Q&A with Metal's One CEO, Jonathan Owen
Watch on YouTube Metal's One #MET1 CEO Jonathan Owen gives an update on all the latest from the company's Scandinavian portfolio of critical minerals assets, and provides an overview of where these projects fit into the wider European and global economy.
Mon, October 07, 2024
Q&A with Fintel CEO, Matt Timmins
Matt Timmins, joint CEO of Fintel , discusses strong financial growth, driven by acquisitions and fintech investments. Fintel's focus includes building a connected platform for intermediaries, expanding their customer base, and launching Matrix 360, a product comparison tool. Looking ahead, they aim to reduce debt and grow SaaS revenue.
Thu, October 03, 2024
The Exchange with Paul Scott
In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies
Wed, October 02, 2024
Q&A with Mpac Group CEO Adam Holland
Watch on YouTube In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago. Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/cost synergies and how the transactions are being funded. Disclosure: MPAC is a Vox Markets client.
Mon, September 30, 2024
Q&A with Venture Life CEO Jerry Randall and CFO Danny Wells
Watch on YouTube In this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including: 00:00 What the company does, its key USPs and current demand picture 06:00 Financial highlights, improving gross margins and strong cash generation 10:45 M&A, efficiency and new product development opportunities 16:00 Outlook and longer term vision #VLG is a Vox Markets client.
Fri, September 27, 2024
The Exchange with Judith Mackenzie of Downing
In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including: 00:00 Her approach to investing & outlook for UK equities 08:45 Eagle Eye Solutions 12:50 1Spatial 15:45 EKF Diagnostics & Argentex 17:20 Tracsis 23:05 Fonix Mobile 27:50 Cohort 30:10 Learning points from 2 past losses 34:00 Avingtrans 39:45 Equals 42:15 hVIVO 48:10 H&T 52:15 What to do when shares drop on good news 53:20 How to identify value traps 55:05 Facilities by ADF 58:40 Flowtech Fluidpower 1:00:05 Kitwave 1:02:40 Synectics 1:05:00 Current share most excited about, recent sales & final key messages #EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX
Fri, September 27, 2024
Lord Ashbourne Analyses Metals One's Potential at Black Schist and Rana in Global Commodities Market
Lord Ashbourne, analyst with Edison, talks about his recent research note on Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.
Fri, September 27, 2024
Interview with CleanTech Lithium's Chairman, Steve Kesler
CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader context in which the company is operating in.
Wed, September 25, 2024
Interview with CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners
In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including: 00:00 What the company does, its USPs & key growth drivers 09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world 17:40 Financial highlights 30:30 Contingency plans for Beirut office 35:55 Future newsflow, lifting the stock's REG-S status & key summary messages Disclosure: Fadel Partners is a Vox Markets client
Wed, September 25, 2024
Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take me through today’s in line FY’24 results and exciting outlook – including: 00:00 What Avingtrans does, its successful ‘PIE’ strategy & rationale for consolidating the engineering businesses under one roof (AES). 05:35 FY’24 financial highlights 11:30 Current demand across the engineering division 18:00 Integration of Slack & Parr, and potential AES value catalysts 22:40 Status of commercialising Adaptix & Magnetica, alongside longer term options for realising value in the medical division 31:35 YTD’25 outlook and revenue cover
Tue, September 24, 2024
Q&A with Aiden Lavelle from European Green Transition
European Green Transition #EGT put out interim results this morning. Here to update us on the latest, including progress at Olserum, in Cyprus, and information on the cash position, is chief executive Aiden Lavelle
Tue, September 24, 2024
"Inside XP Factory: Strategies and Successes in Experiential Leisure
Watch on Youtube - https://www.youtube.com/watch?v=iG2hdHzawl8 Richard Harpham and Graham Bird of XP Factory discuss the company’s evolution since 2018, transforming niche escape rooms into mainstream attractions. They detail the acquisition of Boom Battle Bar, financial growth, customer satisfaction, and future expansion plans, emphasising cost management and potential UK and international opportunities. 00:17 What was your initial vision for Escape Hunt? 01:35 How did that then lead to the acquisition for Boom 04:59 In 2019/20, turnover was under £5M—how did it hit £60M by March 2024? 07:46 Your growth has been phenomenal, but does that align with your original vision? 10:50 Is the business in a position to keep growing? 14:56 How are Escape Hunt and Boom performing? 18:37 How confident you both you can achieve and maintain the like for likes? 19:41 Have you seen the business growth, and the downside of, that is the cost go up. How are you managing those costs? What kind of effects are they having? 23:40 There's a lot of uncertainty. In a few weeks time, our new leader is going to announce the latest budget. Are you concerned about this? 27:10 How are you going to utilise the 10 million facility at Barclays and, what sort of growth are you looking at? 29:20 You mentioned earlier about places like Dubai—how do you see that in comparison to the alcohol-driven culture in the UK? 31:51 What do you think the business will look like in 5 years? 36:50 Competitive socialising 39:30 Why would somebody invest in XP Factory 42:36 Which is going to see more focus, Escape Hunt, or Boom?
Mon, September 23, 2024
Q&A with Prospex Energy CEO, Mark Routh
Mark Routh of Prospex Energy (PXEN ) highlights the company's debt-free status and recent acquisition of the Via gas field in Spain. With three producing assets across Spain and Italy, the company is focused on expanding production through new wells.
Mon, September 23, 2024
The Exchange with William Tamworth of Artemis
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through 17 stock ideas, including: 00:00 His approach to investing 08:05 Beeks Financial Cloud 11:50 Alpha Group International & importance of ‘X-factor’ management 17:45 Alphawave IP (audience question) 18:50 NCC 22:10 GB Group 26:10 Pressure Technologies (audience question) 28:05 Serco 31:15 Warpaint 35:15 Future 39:10 Moneysupermarket 42:25 Moonpig 47:15 Next 15 53:05 MJ Gleeson 55:35 AOTI Inc (REG-S, June IPO) 61:05 Alliance Pharma 64:00 H&T 67:45 Supreme
Wed, September 18, 2024
Interview with CEO, Jeremy Skillington from Poolbeg Pharma
Following their H1 interims for 2024, Vox Markets talks to their CEO Jeremy Skillington
Tue, September 17, 2024
Interview with CEO, Catalina Oñate from Best of Latin Foodstuff
Martin Luke discusses Essentially Group’s (ESSN) recent acquisition of Best Of Latin with it’s Founder and newly appointed Board member Catalina Onate
Mon, September 16, 2024
The Exchange with James Thorne of Columbia Threadneedle
In this fabulous insight into all things investing, accomplished UK small/midcap fund manager James Thorne of Columbia Threadneedle takes me through 13 stock ideas, including: 00:00 His approach to investing 05:55 Auction Tech 12:00 Yougov 16:15 ActiveOps 19:45 Equals 23:50 Argentex 26:10 Kitwave 31:45 1Spatial 37:15 FD Technologies 42:40 Future 47:25 Eleco 51:20 Spectris 58:30 Crest Nicholson & Vistry 64:50 Trifast 67:50 Avingtrans 71:45 Tekmar 75:40 Marshalls #ATG #YOU #AOM #EQLS #AGFX #KITW #SPA #FDP #FUTR #SXS #CRST #VTY #TRI #AVG #TGP #MRSH
Fri, September 13, 2024
The Exchange with Brendan Gulston of Gresham House
Watch on YouTube In this masterclass of investing, accomplished UK small/midcap fund manager Brendan Gulston of Gresham House takes me through 12 stock ideas, including: 00:00 His approach to investing & outlook for equities 07:10 Diaceutics 14:10 Netcall 18:15 ActiveOps 21:40 SysGroup 26:35 Iomart 30:40 TP ICAP 36:00 Argentex 42:55 Franchise Brands 49:50 MPAC 54:45 Fintel 58:30 Moneysupermarket 65:55 Ricardo #DXRX #NET #AOM #SYS #IOM #TCAP #AGFX #FRAN #MPAC #FNTL #MONY #RCDO
Thu, September 12, 2024
Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Watch on YouTube Atlantic Lithium has received a key environmental permit from the Ghanaian government for its Ewoyaa project. It's also received the backing of local communities for the project. Here to tell us about the latest developments, and where the company goes from here, is Neil Herbert, executive chairman.
Wed, September 11, 2024
Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco kindly take me through: 00:00 What this top class Buildtech software developer does, its main USPs and the industry's secular growth drivers. 05:55 Highlights from today's strong H1’24 results 10:15 Go to market strategy 13:55 Integration of Vertical Digital and M&A strategy 17:25 New products & technology roadmap 20:50 FY'24 outlook and key messages for investors.
Wed, September 11, 2024
Interview with CEO Mo Khan, of hVIVO
Following their impressive H1 numbers, hVIVO’s CEO, Mo Khan gives an exclusive interview to Martin Luke at Vox Markets
Tue, September 10, 2024
Interview with CEO James Hickman and CFO Judy Happe of Finseta
Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta take me through today's excellent H1’24 results - reporting adjusted EBITDA of £0.8m on sales up 40% YoY to £5.1m – including: 00:00 What the company does, its key USPs and secular growth drivers 03:35 Financial highlights 09:05 International expansion, investment & new product development strategies 13:15 FY’24 outlook & longer term ambition
Tue, September 10, 2024
Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins
Watch on YouTube In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC take me through today’s strong H1'24 results and positive outlook – including: 00:00 Its core markets, key USPs, growth drivers & current demand 06:00 Financial highlights 09:30 Broadening of customer base & new product launches 16:10 Dividend & pension 17:25 Clean energy opportunity and M&A strategy 22:50 H2'24 outlook & summary comments
Tue, September 10, 2024
Interview with CEO Mo Khan, of hVIVO
Watch on YouTube Following their impressive H1 numbers, hVIVO’sCEO, Mo Khan gives an exclusive interview to Martin Luke at Vox Markets
Tue, September 10, 2024
Q&A with Lords Group Trading CEO Shanker Patel & CFO Stuart Kilpatrick
Watch on YouTube Following today’s resilient H1'24 results, CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through: 00:00 State of the market & Lord’s key USPs. 08:40 Financial highlights & 1st impressions of the Group since joining in June. 12:10 Industry shift to energy efficient products 17:00 Outlook for H2'24 and next few years 19:30 Integration of past acquisitions 23:00 Why investors should remain optimist
Mon, September 09, 2024
Interview with CEO Martin Gouldstone of Oncimmune
In this upbeat interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes me through today’s positive yearend trading update, 3 contract wins and exciting road ahead.
Mon, September 09, 2024
Q&A with Aiden Lavelle from European Green Transition
European Green Transition #EGT has completed its drilling program at the Olserum rare earths project ahead of schedule and under budget. The core will now be sent away for analysis, and the results could play a key role in EGT's plan to attract a partner into the project
Fri, September 06, 2024
Interview with Paul Barrett from Rome Resources
Rome Resources now has a second drill rig operational on its projects in the DRC, with a third already mobilised and nearly ready to go. The plan is to build enough of a knowledge base to put a maiden resource around the project within a few months.
Fri, September 06, 2024
The Exchange with Patrick Armstrong of Plurimi
In this masterclass of global investing, accomplished fund manager Patrick Armstrong, CFA of Plurimi Wealth Management takes me through some fascinating stock ideas & company updates.
Wed, September 04, 2024
Q&A with Lunglife AI CEO, Paul Pagano
Watch on YouTube In this interview, Paul Pagano CEO of Lunglife AI takes me through last month's in line H1'24 results, commercialisation of its flagship early stage lung cancer test (ie LungLB) and possible future strategic options.
Tue, September 03, 2024
Polarean Interview with CEO, Christopher von Jako
Christopher von Jako of Polarean #POLX gives an overview of the two new posts they have appointed today and last week for Dr. Chase Hall and Alan Huang, and how they will be playing in Polarean’s development.
Mon, September 02, 2024
Q&A with XP Factory CEO Richard Harpham
Vox Markets sits down with Richard Harpham, CEO of XP Factory, to discuss the company's impressive recent growth and financial performance. Richard shares insights into the key drivers behind the doubling of group revenue, the strategic decisions fueling EBITDA growth, and the careful balance between expansion and maintaining operational excellence. They also delve into the challenges of scaling, the future of consumer demand, and the strategic role of franchising versus owner-operated models.
Mon, August 19, 2024
Q&A with Essentially CEO, Raja Abuljebain
In this Vox Markets interview, Raja Abuljebain, CEO of Essentially Group, discusses the growth of the company’s cold-pressed juice brand in the UAE. He explains how their High Pressure Processing (HPP) technology has extended product shelf life and details a recent collaboration with Sacred Glow to launch collagen-infused functional beverages. Raja also mentions the acquisition of BLF and outlines plans for regional expansion, underscoring Essentially’s dedication to delivering high-quality, health-focused products.
Thu, August 15, 2024
The Exchange with Richard Crow (alias Cockney Rebel)
Watch on YouTube On today's Exchange, I was delighted again to speak to super smart stock picker Richard Crow – including: 00:00 Investment approach & hat he looks for in turnarounds 08:00 Equity outlook & why he’s gone to 80% cash 20:20 Card Factory 23:40 Is the unwinding of the Yen carry trade a sell signal? 25:50 CMC Markets 30:50 Avon Technologies 34:25 Capita & recent CFO buying 41:05 Creightons 46:30 Carclo 54:45 MPAC 59:15 Reach 63:25 Kier 66:55 Luceco & Dialight 71:05 Beeks Financial 74:30 Marks & Spencer #CMCX #FCH #MPAC #LUCE #LIE #BEEK #RCH #CPI #AVON #CAR #CARD #CRL #LUCE #DIA #MKS
Wed, August 14, 2024
Q&A with Oncimmune CEO, Martin Gouldstone
Watch on YouTube In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes Vox through what the significance of recent $1.5m contract win and current demand picture across the sector & update on turnaround strategy
Wed, August 14, 2024
Georgina Energy: Insights from Zac Phillips, Oil & Gas Advisor at Oak Securities
Georgina Energy is on the hunt for significant helium showings on its Australian asset base, and while it's still early in the process, previous operators have provided plenty of information to go on. Here to tell us more about what's on offer is Zac Phillips, an oil and gas advisor for Oak Securities
Tue, August 13, 2024
Interview with Steve Kesler, Chairman of CleanTech Lithium
Big news from CleanTech Lithium today: an ambitious fundraising and an Australian listing. Steve Kesler joins us to give us all the details, and also to update us on progress on the ground in Chile and with the company's direct lithium extraction
Mon, August 12, 2024
The Exchange with Paul Hill and Paul Jourdan
In this masterclass of investing, UK small/midcap fund manager Paul Jourdan of Amati Global Investors takes Paul Hill through 17 stock ideas, including: 00:00 His approach to investing 06:25 Impact from potential UK government changes to IHT 10:20 Great Portland Estates 13:35 Boku 16:40 Alpha Group International 21:20 QinetiQ 25:00 AJ Bell 28:40 Trainline 33:45 Tracsis 35:55 Vistry Group 39:10 The Property Franchise Group 42:30 Solid State 45:20 Aurrigo International 48:10 Minimum marketcap threshold 51:40 YouGov 58:05 Learning Technologies Group 63:55 Kooth Digital Health 67:00 Intelligent Ultrasound 69:55 Franchise Brands plc 73:50 FRP Advisory 75:15 Outlook for smallcaps #GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP
Mon, August 12, 2024
Q&A with Jonathan Owen from Metals One
Plenty of news out from Metals One over the past week or so, First, the company has hired Wardell Armstrong to undertake a preliminary economic assessment for its Black Schist project in Finland. In addition, drilling has now commenced at the Rana project in Norway, under the auspices of Metals One's partner Kingsrose Mining. New research on the company from Edison is also due out on the company in the autumn. So plenty going on, and here to flesh it out is Jonathan Owen.
Thu, August 08, 2024
Vox Markets Fund Manager Series: Stuart Widdowson of Odyssean Capital
In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas
Tue, August 06, 2024
Q&A with chief executive Mark Routh of Prospex Energy
Prospex Energy is raising significant new money via a subscription, placing and open offer on the WRAP platform in order to take a stake in a major gas field in Spain. Drilling is already underway, with a clear path to production. Here to tell us more, chief executive Mark Routh.
Tue, August 06, 2024
Q&A with Aiden Lavelle from European Green Transition
European Green Transition announced today that drilling has commenced at its Olserum rare earths project in Sweden. Approximately 1,500 metres will be drilled across two holes. Here to tell us more is Aiden Lavelle
Tue, August 06, 2024
Interview with CEO Jerry Randall of Venture Life
In this upbeat interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 trading update & positive outlook.
Wed, July 31, 2024
Q&A with Good Life Plus CEO, Charlie Chadd
Watch on YouTube In an interview with David Buik, CEO Charlie Chad of Good Life Plus #GDLF reported robust financial results for FY23/24. The company achieved a 240% increase in monthly recurring revenues and exceeded 30,000 subscribers post-period, highlighting its strong momentum in the luxury prize draw sector.
Tue, July 30, 2024
Interview with Atlantic Lithium Executive Chairman, Neil Herbert
Quarterly results today from Atlantic Lithium. Here with a progress update in regard to the Ewoyaa and other projects, is Neil Herbert. We discuss the latest resource upgrade, progress on off-take, the situation with permitting, and the wider macro-economic picture
Tue, July 30, 2024
Q&A with B90 Holdings Executive Chairman, Ronny Breivik
B90 Holdings #B90 reports a positive trading update for the first half of 2024. The company's turnaround strategy has led to increased revenue compared to the same period last year, maintaining positive EBITDA for six consecutive months. Successful marketing campaigns during the Euros 2024 Football Tournament significantly boosted engagement. For the second half of the year, B90 Holdings aims to expand B2B partnerships, enhance digital marketing, and maintain cost controls to ensure ongoing profitability and revenue growth
Tue, July 30, 2024
Q&A with Paul Barrett from Rome Resources
Rome Resources listed on Aim on Friday 26th July, following a reverse takeover of Pathfinder Minerals. The plan is to use some of the money raised in conjunction with the listing to drill the company's high grade tin assets in the Democratic Republic of Congo. Here to tell us more is Paul Barrett
Thu, July 25, 2024
The Exchange with Paul Scott of Stockopedia
On today’s VOX Markets live, I was delighted again to speak to expert UK smallcap investor, analyst & commentator Paul Scott of Stockopedia.
Thu, July 25, 2024
Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco kindly take me through: 1. What this leading Buildtech software developer does, its main USPs and the current health of the market. 2. Highlights from today's strong and in line H1’24 trading update. 3. New products recently launched 4. Integration of Vertical Digital and robust cash generation 5. Outlook for rest of 2024 and longer term vision.
Tue, July 23, 2024
Interview with Aiden Lavelle from European Green Transition
Encouraging results from European Green Transition's Limni copper project in Cyprus, where samples show useful-looking levels of copper and gold. Here to tell us what it means, and to talk about next steps, is EGT's Aiden Lavelle.
Mon, July 22, 2024
The Exchange with Christopher & Nick Mills of Harwood Capital
Watch on YouTube In this investing masterclass, I was delighted again to speak to legendary UK small/midcap fund managers Christopher and Nicholas (Nick) Mills of harwoodcapital – including: 00:00 Investment approach, Nick’s background & fund performance 07:15 NIOX 11:05 Pinewood Technologies 14:35 EKFdiagnostics 16:50 Trifast 22:40 Carr's Group 26:35 Hargreaves Services 33:25 Key USPs of Harwood Capital 36:20 Renalytix & VericiDx 38:50 Animalcare 43:00 Spire Healthcare 46:35 Best way to learn about stock picking 52:05 Avingtrans 54:25 Investing in Harwood Capital, Restore & upcoming investor event 59:30 Tribal Group 1:04:15 PayPoint 1:08:25 Elementis 1:10:35 Avoiding lifestyle businesses 1:12:00 Outlook for equities #NIOX #PINE #TRI #CARR #ANCR #HSP #EKF #RENX #VRCI #SPI #TRB #AVG #RST #PAY #ELM Disclosure: #AVG & #VRCI are Vox Markets clients
Mon, July 22, 2024
Interview with Steve Kesler, Chairman of CleanTech Lithium
More encouraging results from CleanTech Lithium, as grades and recoveries continue from its DLE project in Chile to hold up well, real progress is being made with the pilot plant in Chicago, and conversations with potential off-take partners look well set up. As the company moves towards completion of a pre-feasibility study, Steve Kesler joins us to give us the full rundown.
Fri, July 19, 2024
The Exchange Live: Roland Head & Paul Hill
Watch on YouTube On this morning’s Vox Markets Exchange, I was delighted again to speak to accomplished investor Roland Head of Stockopedia including: 00:00 His investment approach, YTD returns & the outlook for equities 08:00 Burberry 13:40 Duke Capital 15:40 Serica Energy 20:45 James Halstead 25:30 Renold 27:20 Page group 30:50 The Property Franchise Group 33:15 PayPoint 38:30 RWS 45:05 UK brickmakers & Michelmersh Brick 47:30 RS Group 53:00 Assura & BATS 54:30 UK building products sector, Eurocell &Somero 60:15 Potential global supply chain disruption if #Trump wins the US Presidential election 62:55 Renewables Infrastructure Group 68:10 City of London Investment Group 71:35 Stocks Roland has been selling
Fri, July 19, 2024
Interview with i3 Energy CEO, Majid Shafiq
Watch on YouTube Following on from a recent sector report from Vox Markets, i3 Energy's #I3E Majid Shafiq joins us to take a deeper dive into the company's extensive ESG activities, as well as to talk about the wider market in North American natural gas and the company's outlook for the rest of the current year and on into 2025.
Wed, July 17, 2024
Q&A with hVIVO’s Mo Khan
Vox Markets speaks with hVIVO #HVO CEO Yamin 'Mo' Khan about the company's record-breaking first half of 2024. Yamin details their impressive achievement of £35.6 million in revenue, marking a 31% increase from the previous year, and an EBITDA margin of 24%. He also highlights the successful operation of three facilities, including their new state-of-the-art quarantine facility in Canary Wharf.
Wed, July 17, 2024
Interview with Aiden Lavelle from European Green Transition
Watch on YouTube Some useful looking sample results from European Green Transition's Olserum rare earths project today. Aiden Lavelle joins us to talk about the implications, and the company's plans to get drilling in the near-term
Tue, July 16, 2024
Q&A with Gunsynd Executive Chairman, Hamish Harris
Gunsynd's Hamish Harris joins us to talk about the company's latest additions to its portfolio in the copper and uranium spaces, as well as to update on the latest from other assets the company owns and the exit from the Metals One farm-in.
Tue, July 16, 2024
Interview with Metals One CEO, Jonathan Owen
More progress on the ground from Metals One in Finland, as the latest results from its Black Schist nickel project come in. The company's resource base has been considerably enhanced, and it is now moving to complete a preliminary economic assessment by the end of the year. Here, with all the details, is CEO Jonathan Owen
Tue, July 16, 2024
Q&A with Cobra Resources CEO, Rupert Verco
Cobra Resources has a rare earths project in Australia that looks likely to be of a high enough quality and cheap enough to operate to challenge the Chinese stranglehold on the market. What's more, the proposed method of production is in-situ leach, which means no actual earth moving will occur, and the environmental footprint will be correspondingly small. Rupert Verco joins to tell us more.
Tue, July 16, 2024
Interview with Metals One CEO, Jonathan Owen
More progress on the ground from Metals One in Finland, as the latest results from its Black Schist nickel project come in. The company's resource base has been considerably enhanced, and it is now moving to complete a preliminary economic assessment by the end of the year. Here, with all the details, is CEO Jonathan Owen.
Mon, July 15, 2024
Q&A with Verici DX CEO, Sara Barrington
Watch on YouTube In this interview, CEO Sara Barrington of Verici DX – an advanced medical diagnostics firm focusing on the global kidney transplant market - takes me through today’s strong H1’24 results and multiple value catalysts ahead for the business. 00:00 Recap of #VRCI’s unique technology and USPs 05:30 Ground breaking licensing deal with Thermo Fisher Scientific. 09:35 Commercialisation of Tutivia & Protega validation test 17:00 Services, placing, cash runway & outlook Disclosure: Verici is a Vox Markets client
Mon, July 15, 2024
The Exchange with Gervais Williams
With on YouTube On this morning’s Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of Premier Miton– including: 00:00 Investment approach & outlook for equities. 05:15 Yü Group PLC 07:30 Zephyr Energy 10:25 Supreme 12:35 Elecosoft 15:10 Inspiration Healthcare 18:40 Galliford Try 21:10 Lords GroupTrading 23:20 CMC Markets 26:50 CML Microsystems 29:55 Cyan Connode 34:45 Re-patriating money from frontier markets 36:30 Invinity Energy 39:35 Journeo 40:50 Concurrent Technologies 43:15 Sectors that may underperform 45:40 Thoughts on M&A, delisting and IPO activity
Fri, July 12, 2024
The Exchange with Michael Taylor
On this morning’s VOX markets live Exchange, I was delighted again to speak to influential stock trader Michael Taylor of Shifting Shares – including: 00:00 Investment approach & how his portfolio has fared. 03:50 Equals 07:40 PCIPAL 13:10 finseta 16:15 Avacta 19:20 Intercede My ID 23:55 WaterIntel PLC 26:00 Supreme PLC 28:20 Science in Sport 32:30 Frontier Developments 34:25 Brave Bison IO 36:35 Filtronic 39:45 Financial Sol 42:00 Capita 45:05 Mpac Group plc 47:35 Will England win the Euros on Sunday night?
Tue, July 09, 2024
Q&A with EARNZ Executive Chairman, Bob Holt, OBE
Bob Holt, Chairman of EARNZ plc provides insights into his professional journey, elaborates on the company's vision, discusses industry trends, and highlights EARNZ's innovative strategies.
Tue, July 09, 2024
Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income
Watch on YouTube In this investing masterclass, I was delighted again to speak to accomplished fund manager Sid Lall of Canaccord – including: 00:00 His investment approach, thoughts on the markets & how the Marlborough Multi Cap Income fund has fared. 07:10 Sectors which may benefit from Labour’s election win. 08:35 Morgan Sindall 12:55 Hargreaves Services 15:50 Games Workshop 19:25 Bloomsbury Publishing 22:50 Kitwave 26:25 Midwich 28:55 Pets at Home. 33:00 Telecom Plus 37:15 Liontrust Asset management. 42:00 Paragon Banking 44:20 Recent top-slicing/exits: Marks & Spencer, Bank of Georgia and Shoezone
Tue, July 09, 2024
Interview with CEO James Hickman of Finseta
Watch on YouTube In this interview, CEO James Hickman of Finseta #FIN – an international payments platform - takes me through the business’ strong H1’24 trading, increasing profit margins, outlook for the rest of 2024 and longer term expansion strategy.
Fri, July 05, 2024
Interview with joint CEO Matt Timmins of Fintel
In this upbeat interview, joint CEO Matt Timmins of Fintel takes me through the strategic rationale behind this week's £14.6m acquisition of threesixty, how the deal fits into the wider group, and where the business hopes to be in 5 years' time.
Fri, July 05, 2024
The Exchange with Iain Staples
On this morning’s Exchange, I was delighted again to speak to accomplished investor & ex fund manager Iain Staples – including: 00:00 Investment approach & how his portfolio has fared. 03:55 @equals__money 08:25 @Chemring_Group , Cohort & defence 12:10 @DiageoGB 15:30 @CMCMarkets 18:50 @FundingCircleUK 22:05 IG Design Group 26:35 @SandersnDesign 29:20 @JDSports 31:45 @IGcom 32:55 Sirius Real Estate 37:05 MP Evans Group 39:35 @FRP_Advisory 42:00 Water Intelligence 43:30 discoverIE Group 48:00 The Property Franchise Group 49:45 FonixMobile 52:00 @SupremePLC 56:40 Identifying possible takeover target & H2 investment strategy #IGG #SUP #FRP #FNX #DSCV #WATR #TPFG
Wed, July 03, 2024
Interview with IntelliAM AI - “It's a multibillion-pound industry that we're focusing on”
Vox Markets speaks to Tom Clayton and Daud Khan, CEO and CFO of newly Aquis floated IntelliAM AI, about the huge opportunity delivering innovative machine learning solutions for the FMCG manufacturing industry. In this interview, Vox Markets speaks with Tom Clayton and Daud Khan, respectively CEO and CFO of newly Aquis-listed IntelliAM AI, which develops machine learning technologies for the manufacturing industry. With over a decade of experience and relationships with major global food and beverage companies, IntelliAM AI’s technology helps its customers boost productivity by reducing waste, enhancing runtime efficiencies, and supporting ESG targets. IntelliAM AI's long history as a consulting business offering engineering asset management solutions puts it in a strong position to incorporate AI into solutions that can be rolled out widely, and tap into a multi-billion market opportunity in an industry point where even the smallest savings matter. The company's platform integrates various data points to provide much deeper insights than existing sensor-driven approaches, helping its customers improving operational stability and reliability. In the year to March 2024, the company generated £2.8 million in revenues and was profitable, with projections to grow sales to £4 million by March 2025 and further expansion anticipated. The unique combination of industrial engineering expertise and software development at IntelliAM provides a significant competitive advantage, allowing it to deliver comprehensive, bespoke AI solutions. The company's listing should help accelerate growth, leveraging the credibility and capital from the public market to expand its reach and providing capital to enhance its AI-enabled offerings.
Wed, July 03, 2024
Q&A with fund manager Richard Staveley of Harwood Capital
In this masterclass of smallcap investing, I was delighted again to speak to accomplished fund manager Richard Staveley of Harwood Capital – including: 00:00 His investment approach & how the Rockwood Strategic portfolio has fared. 03:51 Capita 10:22 Filtronic 17:32 Trifast 23:01 Pressure Technologies 29:46 RM 36:28 Funding Circle 42:13 Argentex 50:14 Hostmore 58:57 Young & Co.'s Brewery #RKW #CPI #FTC #TRI #PRES #RM. #FCH #AGFX #MORE #YNGN
Tue, July 02, 2024
Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
Watch on YouTube In this interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme take me through today's record March FY24 results, positive start to the new year and attractive long term vision for the group.
Thu, June 27, 2024
Interview with Dr Zac Phillips of OAK Securities
OAK Securities has set a price target of 93p for shares in Helix Exploration, based in large part on the accretive value of the new helium acquisition, Rudyard. We spoke to Oak's Dr Zac Phillips about why he set a valuation on Rudyard of US$85m, about what the opportunities in helium in general are, and about the key value drivers that investors should be looking out for.
Mon, June 24, 2024
Interview with CEO Sandy Chadha of Supreme
In this terrific interview, CEO Sandy Chadha of Supreme takes me through the strategic logic behind today's exciting £15m acquisition of soft drinks manufacturer Clearly Drinks.
Thu, June 20, 2024
Interview with Klaus Eckhof from Rome Resources
Klaus Eckhof of Rome Resources joins us as the DRC-focused tin company readies itself for its Aim listing. Ahead of the planned reversal into Pathfinder Resources, due to complete in a matter of weeks, Oak Securities has agreed to provide £100,000 in immediate funding to allow work on the ground to get underway immediately. Overall, Oak says it has expressions of interest for a total raise of around £4m, and it’s not hard to see why – the tin price is set to rise, and the tin grades that Rome Resources has already shown have been some of the highest in the world.
Thu, June 20, 2024
Fund manager interview with Laurence Hulse of Dowgate
In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Dowgate – including: 00:00 His investment approach & how the portfolio has fared. 04:45 Possible impact of the UK general election 06:33 Transense Technologies 10:42 MPAC 15:42 Windward 22:41 Team17 26:35 CT Automotive 30:47 Springfield properties 35:22 Speedy Hire 37:46 Aquis Exchange 42:05 IG Group and CMC Markets 46:17 Liontrust Asset management. 48:44 National World 50:53 Smiths news 55:06 Angling Direct 61:03 Vianet #ONWD #TRT #MPAC #WNWD #TM17 #CTA #SPR #SDY #AQX #IGG #CMCX #LIO #NWOR #SNWS #ANG #VNET
Mon, June 17, 2024
The Exchange with Paul Hill and Leon Boros
On today's Exchange, I was delighted to speak to accomplished investor Leon Boros – including: 00:00 His long term portfolio returns. 01:25 Possible market impact of the UK general election. 04:20 Journeo plc 07:20 Hargreaves Lansdown 13:45 AJ Bell Investcentre 16:25 Spectra Systems Corporation 22:05 Barclays 29:40 M&G plc 33:10 Legal & General 36:10 Bioventix & running winners 44:35 Novo Nordisk 50:20 Equals Money 61:55 Card Factory 62:50 Him & Hers 64:30 Advanced ADVT 69:50 Finseta Lastly apologies - the broadband went down right at the start & the first 5 mins of the program wasn't recorded. Disclosure: Equals Money & Finseta are Vox Markets clients.
Fri, June 14, 2024
The Exchange with Paul Hill and Leon Boros
On today's Exchange, I was delighted to speak to accomplished investor Leon Boros – including: 00:00 His long term portfolio returns. 01:25 Possible market impact of the UK general election. 04:20 Journeo plc 07:20 Hargreaves Lansdown 13:45 AJ Bell Investcentre 16:25 Spectra Systems Corporation 22:05 Barclays 29:40 M&G plc 33:10 Legal & General 36:10 Bioventix & running winners 44:35 Novo Nordisk 50:20 Equals Money 61:55 Card Factory 62:50 Him & Hers 64:30 Advanced ADVT 69:50 Finseta Lastly apologies - the broadband went down right at the start & the first 5 mins of the program wasn't recorded. Disclosure: Equals Money & Finseta are Vox Markets clients.
Thu, June 13, 2024
NetScientific results Q&A with CEO Dr. Ilian Iliev
Vox Markets talks to Dr Ilian Iliev, CEO of deep tech and life sciences investor NetScientific, about a milestone year for the group which saw it break through the £100m AUM barrier.
Mon, June 10, 2024
The Exchange with Alexandra Jackson of Rathbones
Live today on Vox Markets, I was delighted again to speak to accomplished fund manager Alexandra Jackson of Rathbones Group Plc – including: 00:00 Her investment style & how returns have fared YTD’24. 05:05 Keywords Studios 06:50 Team17 Digital 10:10 Possible market impact of the UK general election 13:10 Volution Group plc 16:15 Treatt 21:00 Boku 24:50 Fever-Tree 30:30 SSP Group plc 33:05 FDM Group 36:45 Bytes Technology 39:40 GBG Plc 43:40 Molten Ventures 47:10 Future 52:00 Advanced Medical Solutions 55:50 Bloomsbury Publishing Plc 60:35 AB Dynamics 67:05 Dowlais Group plc 70:00 Oxford Instruments #KWS #TM17 #FAN #TET #FEVR #SSPG #FDM #BYIT #MVCT #GBG #BOKU #AMS #BMY #FUTR #ABDP #DWL #OXIG
Mon, June 10, 2024
IPO Q&A with Fairview International: “The best quality education really needs to be for everyone”
Watch on YouTube New London IPO Fairview International aims to transform private education through affordable, high-quality learning experiences, backed by cutting-edge research and a strong commitment to the International Baccalaureate. Vox speak to Dr. Vincent Chian, its Head of Business Development
Fri, June 07, 2024
The Exchange with Richard Crow & Paul Hill
Live on today's Vox Markets Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:00 His investment approach & YTD’24 returns 07:10 Possible market impact of the UK general election 13:50 CMC Markets 20:20 Funding Circle UK 28:25 TP ICAP 32:05 Liontrust Asset Management PLC 34:15 Reliability of a ‘Bowl’ chart 38:10 Halfords 41:35 RBG Holdings plc 45:20 Synthomer 55:30 Zotefoams 63:20 Warpaint Cosmetics 67:55 Mpac Group 73:45 Greencore 80:20 IG Design Group Plc 84:35 Luceco Group 90:35 Filtronic #CMCX #FCH #TCAP #LIO #MPAC #GNC #IGR h#LUCE #SYNT #W7L #ZTF #RBGP #HFD #FTC
Wed, June 05, 2024
Q&A with European Green Transition CEO, Aiden Lavelle
Aiden Lavelle joins to talk us through the latest news from the Olserum project in Scandinavia, and in particular the implications of the increased strike length and newly discovered structure there. He also talks about what it means for the upcoming drill programme, and how potential partners might be looking at the project now, in the light of the recent developments.
Mon, June 03, 2024
Rome Resources Explores High-Grade Tin Opportunities in the DRC
Grade is king and Rome Resources has got some of the best tin grades found anywhere in the world at its suite of assets in the Democratic Republic of Congo. Klaus Eckhoff, who's an old hand working in the DRC, joins us now to tell us about the opportunity on offer, as Rome joins Aim via a reverse takeover of the Pathfinder Resources shell.
Mon, June 03, 2024
Hvivo Q&A: “this contract is important as it opens up new markets”
Watch on YouTube Vox Markets speaks to Mo Khan, CEO of clinical research specialist Hvivo, about a new $2.5 million contract for an Omicron variant study to determine the virus dose needed to infect vaccinated individuals. This study will facilitate future human challenge trials to test vaccines and antivirals, with significant developments expected in 2025, expanding H Vivo’s market opportunities.
Fri, May 31, 2024
Growth Company Investor is back!
Vox Markets is now the proud new owner of esteemed small cap investing magazine Growth Company Investor, with Vox's Head of Content and former IC editor John Hughman and former GCI editor David Thornton providing regular ideas on underresearched companies. In this preview podcast, John and David discuss their investment philosphies and what to expect when GCI is relaunched next week.
Fri, May 31, 2024
Is Tesla a Fraud? The Case Against Elon Musk
Tesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Fri, May 31, 2024
Prospex Energy’s Mark Routh: “There has been a sea change in the environment for developing hydrocarbons in Italy”
Vox Markets speaks to Mark Routh, CEO of gas producer and explorer, about how regulatory changes improving Italy’s energy security will accelerate the development of its Selva Malvezzi gas concession and deliver significant production growth from an already strong base.
Thu, May 30, 2024
Q&A with Mark Thompson, The King of Tin
Watch it on YouTube Mark Thompson, known on Twitter - or X - as the "King of Tin" joins Vox to tell us why we're at a unique inflexion point in the market, one that represents a once (or twice) in a lifetime opportunity. Mark explains why he's bullish on the prices of all sorts of commodities, including tin, copper and uranium.
Thu, May 30, 2024
Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Atlantic Lithium’s #ALL Neil Herbert joins us to discuss the latest exploration news from the company, and comments on the recent listing on the Ghanaian stock exchange. Also discussed, the timetable of likely events through this year and into next, as Ewoyaa moves ever closer to production.
Wed, May 29, 2024
Q&A with Steve Kesler, Executive Chairman and Interim CEO of CleanTech Lithium
CleanTech Lithium #CTL inaugurated operations at its direct lithium extraction plant in Chile last Thursday, in a ceremony attended by several notable dignitaries from local communities and relevant government departments. Steve Kesler joins us to describe how the day went, and also to provide a general update on the latest developments with the project itself
Wed, May 29, 2024
Q&A with Time to Act PLC: “We're innovating in the renewable energy supply chain”
Watch on YouTube Chris Hemingway, executive chairman of Time to Act PLC (TTA), recently joined Vox Markets to discuss the company's journey and unique proposition in the energy sector. Time to Act, newly listed on Aquis, is an engineering-led group focused on the energy transition supply chain, distinct from private equity or venture capital firms. Mr Hemingway emphasised its role in providing innovative solutions and intellectual property for decarbonising industries rather than manufacturing large-scale energy infrastructure. Time to Act operates through two divisions. Diffusion Alloys, a coatings company with a 60-year history, has pivoted from coating gas turbine blades to focusing on renewable technology components. Its coatings protect metal parts from high-temperature corrosion, crucial in industries like blue and green hydrogen and nuclear energy. A significant partnership with Johnson Matthey highlights its strategic role in the blue hydrogen sector. The second division, Greenspur, is developing a rare earth magnet-free and copper-free generator for the wind turbine industry. This innovation addresses supply chain concerns, particularly the forecasted copper shortage and geopolitical concerns around the supply of rare earth metals. Greenspur's patented technology uses aluminium coils, providing a sustainable alternative to traditional copper coils. Mr Hemingway discussed the strategic approach of Time to Act, focusing on building permanent capital entities with a "best owner" mentality, ensuring long-term ownership and the addition of value through its experience management overlay. While more acquisitions are on the horizon, currently the primary goal is to capture growth opportunities within the existing businesses. With a strong foundation and innovative solutions, Time to Act is poised to address the challenges of the energy transition, aiming to grow through strategic partnerships and collaborations in the green tech and clean tech industries.
Thu, May 23, 2024
Q&A with CEO Jonathan Owen from Metals One
Vox Markets speaks to Metals One (MET1) CEO Jonathan Owen, about the latest updates from the Black Schist polymetals Project in Finland.
Thu, May 23, 2024
Crossword Cybersecurity Q&A: "We're moving up the value chain"
Vox Markets speaks to Crossword Cyberscurity's group managing director and CEO designate Stuart Jubb, about the rationale for the company's orderly management reshuffle, and the reputation that the company is building as a go-to partner for companies looking to manage increasingly potent cybersecurity risks.
Thu, May 23, 2024
Q&A with European Green Transition Co-Founder, Cathal Friel
European Green Transition has struck a new deal this morning, highlighting that it’s not only mining - or even primarily mining - that the company is about. This time, the transaction relates to peat in Ireland, and the carbon credits involved could well generate the company significant income in the near-term. Cathal Friel, one of European Green Transitions founders and a major investor, joins us to tell us more
Wed, May 22, 2024
Q&A with Oncimmune CEO, Martin Gouldstone
In this interview, CEO Martin Gouldstone of Oncimmune #ONC - a leading life sciences firm offering autoantibody profiling services to the Biopharma & CROs industries – takes me through : 00:00 What the company does and the future growth in precision medicine 07:20 New application area in human longevity/ageing 10:25 Current client demand 12:00 Update on ONC’s commercialisation/turnaround strategy 13:25 Outlook & goals for FY25 16:15 Cash runway ahead
Wed, May 22, 2024
Reasons to be cheerful- the UK is not so bad
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Tue, May 21, 2024
B90 Holdings Q&A: "We are focusing very hard on the massive opportunity the 2024 sports calendar offers us"
Vox Markets speaks to Ronny Breivik, executive chairman of B2B gaming platform provider B90, about how new marketing deals signed by key affiliate partner Oddsen.nu lay a solid foundation for significant global expansion ahead of a busy year on the sporting calendar.
Mon, May 20, 2024
Rogue Baron Q&A: "We stick to areas where we think we've got a competitive advantage"
Vox Markets speaks to Hamish Harris, executive director of Aquis-listed spirits investor Rogue Baron, about the valuation potential indicated by recent third-party investment into its Shinju Japanese whisky subsidiary, why George Clooney means good news for its tequila assets, and how its strategy to focus on the ultra-premium spirits category could deliver major upside for investors.
Mon, May 20, 2024
Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including: 00:00 His approach to investing & YTD performance 02:40 Why no exposure to UK banks? 04:15 Smith+Nephew 09:45 Haleon 14:00 Unilever 22:00 Hargreaves Lansdown 27:35 Diageo 34:05 Smiths Group plc 40:40 Anglo American 45:50 Whitbread 51:45 SSP Group plc 55:05 National Grid 59:40 Ashtead Group Plc 65:00 IMI 67:50 LSEG (London Stock Exchange Group) & valuation 76:55 Conduit Holdings
Fri, May 17, 2024
The Exchange with Neil Shah
On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including: 00:00 His approach to investing & YTD performance 07:30 Burberry 12:45 AO World 19:45 YouGov 23:20 Mpac Group 27:55 GlobalData Plc 33:30 Equals Money 35:25 Kainos 38:40 Softcat plc 42:00 Any other possible takeover M&A targets? 43:50 Lords Group Trading 50:00 Renew Holdings plc 54:10 Mitie 58:40 Warpaint Cosmetics 60:25 Plus500™ 64:15 Victrex 70:00 Rolls-Royce & Rightmove 73:30 Outlook for equities Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.
Thu, May 16, 2024
Q&A with B90 Holdings: "we have built a platform that can be scaled"
Watch it on YouTube Vox Markets speaks to Ronny Breivik, executive chairman of gaming technology specialist B90 Holdings, about a transformative year for the company which has seen it complete a strategic transition to a profitable B2B service provider.
Wed, May 15, 2024
Q&A with European Green Transition CEO, Aiden Lavelle
Watch on YouTube European Green Transition #EGT put out an attractive set of sampling results from its Olserum rare earths project in Sweden. Aiden Lavelle talks us through the results themselves, the implications and the next steps, including plans for an upcoming drilling programme and ways of monetising the project.
Wed, May 15, 2024
Q&A with MPAC CEO Adam Holland
In this interview, CEO Adam Holland of MPAC takes Vox through today’s ‘in line’ trading update, current demand picture & longer term strategic opportunity for this specialist high speed packaging & automation solutions group.
Wed, May 15, 2024
Q&A with Lords Group Trading CEO, Shanker Patel & CFO Chris Day
Watch on YouTube Following today’s ‘in line’ FY’23 results, CEO Shanker Patel & CFO Chris Day of Lords Group Trading (LORD ) - a specialist UK builders merchant & heating/plumbing products distributor – take me through: 00:00 State of the market & Lord’s key USPs. 07:15 Financial highlights & key messages 12:30 Group’s response to tougher macro conditions 18:05 Industry shift to heat pumps 23:30 Outlook for next 12-24 months
Tue, May 14, 2024
Interview with Steve Kesler, Chairman of CleanTech Lithium
CleanTech Lithium is leading the way when it comes to the Direct Lithium Extraction process, and here, following an announcement that caused the shares to jump significantly, chairman Steve Kesler talks us through what it all means, as well as commenting on the lithium price and the company’s future plans.
Tue, May 14, 2024
NetScientific Q&A: "we're right in the middle of the action of venture capital"
Watch on YouTube Vox Markets speaks to Dr Ilian Iliev, CEO of deep tech investor NetScientific, about the transformational acquisition of Martlet Capital, a deal which doubles its assets under management and deepens its connections into Cambridge's world-leading innovation hotspot, Silicon Fen.
Mon, May 13, 2024
Eurovision Special: The Economic Contest
Neil and Helen venture into the glittering world of the Eurovision Song Content for a wry look at the economic fortunes and prospects of various competing nations. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Fri, May 10, 2024
Sceptred Isle: Are English Local Elections an Extinction Level Event for Tories?
England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Fri, May 10, 2024
The Exchange with John Hughman
On today's live Exchange show, I was delighted to speak to accomplished investor John Hughman of Vox Markets – including: 00:00 His approach to investing & YTD performance 04:45 New Vox Markets stock picking service 05:45 XP Factory 09:15 Loungers 15:50 Future Plc 21:00 Journeo 25:40 Argentex Group 28:15 Cornerstone FS 30:40 Assessing the quality of management 35:15 Crossword Cybersecurity 39:50 Facilities by ADF 45:00 AVacta 47:55 Hargreaves Lansdown 53:15 Yü Group 56:45 Fadel Partners 59:55 Vistry 63:40 Marstons 66:30 Chrysalis Investments 68:25 Life Science REIT 72:20 Fintel 76:15 Van Elle #XPF #LGRS #FUTR #JNEO #AGFX #CSFS #CCS #ADF #AVCT #HL. #YU. #FADL #VTY #MARS #CHRY #LABS #FNTL #VANL
Wed, May 08, 2024
Light Science Technologies Results Q&A: “We’ve had a record-breaking year”
Watch on YouTube Vox Markets speaks to Simon Deacon, CEO of Light Science Technologies #LST, about a year which has seen rapid revenue growth and judicious cost management move the controlled environment agriculture and passive fire protection specialist move close to self-financing growth as it eyes global expansion. 0:28 The £100bn market opportunity for LST’s three divisions – contract electronics manufacturing, controlled environment agriculture CEA), and passive fire protection. 3:07 Highlights of the FY24 results, including 13.8% revenue growth, improved margins and positive operating cash flow, and the importance of acquisitions made throughout the year. 5:39 The experience added through recent board additions. 6:45 The importance of synergies between the three operating divisions, and the creation of a turnkey solution for controlled environment agriculture. 10:55 Plans to scale up the business, including the use of strategic partnerships and distribution to grow the CEA business internationally. 13:44 How recent fundraisings and an enhanced bank facility will fund ambitious growth plans with a plan to become self-funding. 15:01 Describing the uniqueness of LST’s technologies.
Wed, May 08, 2024
Q&A with Cornerstone FS CEO James Hickman & CFO Judy Happe
In this interview, CEO James Hickman and CFO Judy Happe of Cornerstone FS #CSFS (soon to be renamed as Finseta) take me through today's excellent FY23 results - reporting adjusted EBITDA of £1.7m on sales up 100% LFL to £9.6m. Including 00:00 What the company does and its key growth drivers 06:15 Financial highlights 12:00 Commercialisation strategy (re international expansion, rebranding & new services) 20:00 Indicative FY’24 outlook Disclosure: Cornerstone FS is a Vox Markets client
Fri, May 03, 2024
Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Atlantic Lithium Limited (ALL) has secured approval to list its shares on the Ghana Stock Exchange (GSE), becoming the first near-term lithium producer with an in-country asset to do so. The flagship project, Ewoyaa, received a Mining Lease in October 2023 and attracted investment from Ghana's mineral sovereign wealth fund (MIIF) in January 2024. A GSE listing offers Ghanaians the chance to invest in the country's vital sector. ALL aims to break ground at Ewoyaa later this year, contributing to the growing global demand for electric vehicles.
Wed, May 01, 2024
Episode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter?
Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have? https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Tue, April 30, 2024
Good Life Plus Q&A: "the bigger our community becomes the better the partners"
Charlie Chadd, CEO of lifestyle company Good Life Plus #GDLF explains how it achieved a near 50% jump in subscribers in the first four months of 2024, and how that customer growth is helping attract some of the UK's leading brands as partners and powering a virtuous circle of growth.
Tue, April 30, 2024
Q&A with Russell Fryer of Critical Metals
Russell Fryer of Critical Metals #CRTM talks to Vox’s Alastair Ford about the latest developments on the ground at the company’s Molulu copper project in the Democratic Republic of Congo. The road that connects the project to major infrastructure is now undergoing an overhaul, and the company is also enhancing its ESG activities in the region, following the construction of a school and other local amenities. The plan now is to recommence drilling after a short preparatory period that will involve trenching, and in due course look to put JORC numbers around resource in the ground ahead of a resumption of production. However, the company already has stockpiles waiting for shipment, so once the road is ready, cashflow could start fairly quickly. Russell and Alastair also talk about Critical Metals’ wider strategic vision
Tue, April 30, 2024
Q&A with Fadel Partners CEO Tarek Fadel & CFO Ian Flaherty
In this interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners #FADL - take me through today's positive FY23 results (Sales up 10% LFL to $14.5m), 31% jump in ARR ($11.4m) & outlook. 00:00 What the company does, its key growth drivers & current demand 09:55 Financial highlights 15:25 Commercialisation strategy 24:15 Indicative FY’24 guidance Disclosure: Fadel Partners is a Vox Markets client
Tue, April 30, 2024
Poolbeg Pharma FY Results:“ we’ve selected our development processes to be very cost efficient”
Jeremy Skillington, CEO of Poolbeg Pharma (POLB) talks Vox Markets through a landmark year that has seen the innovative biopharma company make huge strides progressing its treatments, opening up new markets, and strengthening its team - all whilst retaining its strong balance sheet thanks to disciplined capital allocation.
Mon, April 29, 2024
Q&A with Supreme CEO, Sandy Chadha
Watch on YouTube After last week's positive yearend trading update (re FY24 EBITDA almost doubling to £38m on sales up 44% to £225m) - CEO Sandy Chadha of FMCG products group Supreme #SUP took me thorough what's been driving the record results and upbeat outlook.
Fri, April 26, 2024
US private equity swoops for Darktrace! All the latest updates from big-caps and small-caps at Taking Stock
Watch on YouTube In today's edition of the show we look at some big-caps with interesting announcements (Anglo American, Sainsbury and Carnival) plus our usual trip through small-cap news including the likes of Record, Loungers and Brickability.
Fri, April 26, 2024
The Exchange with Graham Neary
#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed: 00:00 His investment approach & portfolio performance YTD’24 05:15 Distinguishing between value plays and value traps. 10:10 Jupiter Fund Management 15:50 AJ Bell 19:30 Premier Miton 24:05 Ashmore 29:55 M Winkworth & Property Franchise Group 35:45 Lords Group Trading 39:40 Paypoint 45:15 Eleco 50:55 British American Tobacco and dividends vs stock buybacks 58:20 Supreme 62:30 888 Holdings and when to sell 70:25 Rank Group 75:00 CVS Group Disclosure : Graham owns #888 & #BATS, whilst I hold #PMI & #ELCO. #SUP, #ELCO, #LORD are Vox Markets clients.
Thu, April 25, 2024
Exciting early-stage companies - which are most promising? Thursday's updates from Taking Stock
In today's edition of Taking Stock we look at a few early-stage companies: Checkit and Skillcast. But we also review Focusrite, Vianet and several more! 1:25 #TUNE 10:10 #IBST 15:05 #EAH 18:40 #VNET 24:25 #CKT 32:40 #SKL 43:00 #TRI 47:20 #DEST 48:25 #ARB
Thu, April 25, 2024
Macro Matters: Why the UK could be past the point of maximum pessimism
In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK 1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return 4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK 6:32 Signs of economic recovery in the UK, including expanding services PMI 9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling 12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK 18:37 Why defence is a sector that investors can’t afford to ignore
Thu, April 25, 2024
Focusrite Q&A: “The number of people using our products continues to grow”
Watch on YouTube In this interview, Vox Markets speaks to Tim Carrol and Sally McKone, CEO and CFO of Focusrite, about how they’ve steered the music technology group through a tough year which has seen them gain market share in the face of industry-wide supply chain challenges.
Thu, April 25, 2024
Private Investor’s Diary: building a ‘sleep soundly’ portfolio
Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago. 0:36 How overexposure to commodities hit performance in 2023 4:21 The improving performance since October, and signs of life in the UK market 7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV 11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint 14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach 18:36 Why room for expansion means Greggs shares are attractive at their current valuation. 21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications. 24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach. 27:35 How John introduces and scales new positions in the portfolio.
Thu, April 25, 2024
Gold vs Bitcoin: what’s better?
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why? Link to Podcasts: https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Thu, April 25, 2024
Q&A with Atlantic Lithium Finance Director, Amanda Harsas
In a discussion with Alastair Ford, Finance Director Amanda Harsas provides insights into Atlantic Lithium's consistent advancement at its primary Ewoyaa lithium project in Ghana, highlighting community backing, exploration strides, and strategic corporate actions aimed at accelerating project advancement and securing financial backing.
Wed, April 24, 2024
Spectacular Filtronic announcement, and perfect execution by Warpaint London! Wednesday's edition of Taking Stock
In today's edition of Taking Stock we have plenty of news to cover including several positive company-specific announcements to explore. The positivity is dampened only by slight concern in the tourism ( JET2 ) and construction ( BREE ) sectors.
Tue, April 23, 2024
Crossword Cybersecurity Q&A: “every single company will need to think about the security implications of AI”
Vox Markets speaks to Tom Ilube and Stuart Jubb, CEO and group MD of fast-growing cybersecurity company Crossword (CCS), about how a transition towards recurring software sales, effective cross-selling, prudent international expansion, along with tight cost management is set to deliver profitability in 2024 as the threat from generative AI-driven cybercrime offers new avenues of growth.
Tue, April 23, 2024
Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco #ELCO take Vox Markets through highlights from today's positive 2023 results & SaaS transition. What this leading Buildtech software developer does, its main USPs and the current health of the market. Highlights from today's positive 2023 results & SaaS transition. New product development & inclusion of AI. Expansion strategy. Recent €1.3m acquisition of Vertical Digital. Prospects for 2024.
Mon, April 22, 2024
Yet another takeover! All the latest market updates in Monday's Taking Stock.
In today's edition we look at Tyman as yet another company potentially bows out with a takeover offer. In addition to this we look at promising updates from Journeo, Brave Bison and Cerillion. 1:35 #TYMN 8:25 #JNEO 10:35 #BBSN 15:20 #BGEO 17:20 #MCG 26:35 #CHLL 29:40 #MTEC 35:20 #CER 40:00 #GST
Fri, April 19, 2024
The Exchange with Iain Staples (re experienced ex fund manager).
On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Iain Staples, where we discussed: 00:00 Iain’s investment approach & portfolio performance YTD’24. 02:00 Equals 07:45 Redde Northgate 10:45 Tekmar Group 16:05 Keller 21:40 CMC Markets 25:20 Hargreaves Lansdown 29:45 Spectra Systems 35:20 Big Technologies 41:45 Babcock International 47:25 Eleco 49:45 Hollywood Bowl 54:30 Midwich 59:30 Alpha Financial Markets Consulting 62:00 Focus Solutions (formerly Foresight) 63:40 Equity outlook 65:20 Bodycote #EQLS #REDD #TGP #KLR #CMCX #HL. #SPSY #ELCO #BIG #BAB #BOWL #MIDW #AFM #FSG #BOY Disclosure : I own #EQLS & #ELCO, who are also Vox Markets clients
Fri, April 19, 2024
Can 888 pull through? Plus Zotefoams, Fonix and all the rest of Friday's news at Taking Stock
Watch on YouTube In today's episode of Taking Stock we look at the Q1 trading update from 888 and other news releases that came out this Friday morning including Man Group, Mears, Fonix Mobile and Zotefoams. 2:05 #888 11:50 #EMG 17:20 #MER and discussion of buybacks 22:25 #FNX 26:20 #ZTF 29:15 #VLG and discussion of leverage multiples/EBITDA 37:40 #88E 41:10 #MARU
Thu, April 18, 2024
Q&A with Vietnam Holding’s Craig Martin: “Our outperformance is strong”
Watch on YouTube Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies. 0:37 Why the Vietnamese index has enjoyed such a strong start to 2024 1:35 Why recent index weakness and geopolitical concerns are unlikely to disrupt the long term Vietnam growth story. 4:26 How a concentrated and active approach combined with nimble stock picking means Vietnam Holdings is outperforming the index and its sector peers. 7:55 How the trust’s new annual redemption offer has helped close the discount to NAV and drive liquidity. 10:00 The significance of Vietnam’s recently signed cooperative agreement with Australia, and Vietnam’s broader integration into the global economy.
Wed, April 17, 2024
Episode 13: Is China the next Japan?
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse. Link to Podcasts: https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Wed, April 17, 2024
Results from ASOS, and Equals gets another extension! All the latest news from Taking Stock
Watch the Live show on YouTube In today's edition of Taking Stock we look at results from a variety of companies including ASOS, Winkworth and Saga, plus a range of other trading updates. Equals also received an extension to its timetable for ongoing takeover talks. 1:35 #EQLS 4:25 #ATG 6:45 #PRV 8:15 #MORE 12:45 #ARS 13:45 #ASC 23:10 #WINK 33:10 #SAGA 46:20 #DLAR 48:50 #SPEC
Wed, April 17, 2024
Four meals from anarchy: What chocolate prices say about climate change
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability. Originally Published on 28.03.24 Link to Podcasts: https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
Tue, April 16, 2024
Vox Markets Fund Manager Series: James Taylor of M&G Investments
In this interview, esteemed investor and fund manager James Taylor of M&G Investments takes me through 16 stock ideas including: 00:00 Equity outlook 03:15 Alphawave IP 06:45 Hill & Smith 09:55 Synthomer 14:40 Avon Protection 18:20 Premier Foods 21:10 STV Group 24:45 Watkin Jones 30:00 LSL Property Services 32:25 M&C Saatchi 36:45 888 Holdings 42:25 Gaming Realms 46:15 Videndum 50:10 Trufin 54:15 Team17 57:40 Ascential 1:01:00 Tatton Asset management 1:05:05 When to sell?
Mon, April 15, 2024
The Exchange with Roland Head of Stockopedia
On today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including: 00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks. 06:20 Rightmove & Moneysupermarket Group 09:45 Hunting 13:25 Rio Tinto 17:35 RWS Group 22:05 Speedy Hire 27:00 TI Fluid Systems 30:10 PayPoint plc 33:30 Mears 36:15 iomart 39:50 S&U 43:55 Chemring 47:10 TP ICAP 51:50 IG Group 55:20 Avacta 57:55 Supermarket Income REIT 63:55 TI Fluid Systems – follow up question 64:50 Venture Life Group plc 69:00 Ocean Wilsons Holdings Ltd 73:05 LungLife AI Disclosure : I own #IOM, whilst #VLG, #AVCT & #LLAI are Vox Markets clients
Thu, April 11, 2024
Q&A with Lunglife AI CEO, Paul Pagano
Watch on YouTube In this interview, Paul Pagano CEO of Lunglife AI #LLAI takes me through last week's in line FY'23 results & the commercialisation of LungLB, alongside March's £1.8m top-up fund raise and business' possible future strategic
Wed, April 10, 2024
Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management
In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas. 00:00 Equity outlook 08:40 Netcall 14:25 Cerillion 19:10 Tracsis 23:10 Auction Technology 30:00 Advanced Medical Solutions 35:05 CVS Group 40:30 Porvair 43:20 Johnson Service Group 48:55 Calnex Solutions 53:05 Bloomsbury Publishing 58:30 Macfarlane 62:40 RWS Holdings 66:45 Restore 70:50 Victoria Plumbing 74:25 When to sell?
Wed, April 10, 2024
Bedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial markets
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI. All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only. Originally Published on 04.04.24 Link to Podcasts: https://www.finalto.com/uk/overleveraged/
Tue, April 09, 2024
Q&A with European Green Transition CEO, Aiden Lavelle & CFO Jack Kelly
Watch on YouTube Aiden Lavelle and Jack Kelly, co-founders of European Green Transition (EGT), celebrated their company's successful IPO on the London Stock Exchange after raising £6.45 million. They discussed their backgrounds, the decision to list in London, and EGT's contribution to Europe's green economy
Tue, April 09, 2024
Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Alastair Ford interviews Neil Herbert, executive chairman of Atlantic Lithium, about his recent share purchases and the company's progress.
Tue, April 09, 2024
Aux armes citoyens! Is the Right about to stage an electoral coup?
Originally published: 21.03.24 In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets? All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.
Tue, April 09, 2024
Q&A with Venture Life, CEO Jerry Randall
Watch on YouTube In this interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes Vox Markets through today's in line 20243 results & positive outlook for 2024.
Tue, April 09, 2024
Hvivo results Q&A with CEO Mo Khan: “we are very confident we will get to £100m of revenue in 2028”
Watch on YouTube After another record year for human challenge specialist Hvivo, chief executive Mo Khan talks us through the building blocks he’s putting in place to take the company to its longer-term target of £100m of sales by 2028. 0:30 Highlights of 2023 results, including record revenues and profitability, and Ebitda margins ahead of guidance. 1:30 Headwinds from MHRA review delays offset by client funding for new Canary Wharf facility. 2:20 What’s driving strong cash generation, and plans for regular shareholder returns. 3:40 Progress at the new Canary Wharf facility and government backing for a life science hub in the area. 6:40 How 2024 is shaping up, and how an increasingly diversified client base is improving resilience. 8:42 How the business is going to reach its longer term £200m sales target, including more human challenge models and M&A. 10:20 The value of recent attendance of the World Vaccine Congress Washington.
Fri, April 05, 2024
The Exchange
On today's Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:35 Richard’s investment approach & how his portfolio fared in Q1’24. 07:15 Marks & Spencer 11:55 Rolls Royce 14:20 Outlook for Electric Vehicles 17:40 Dowlais 20:45 TI Fluid Systems 23:25 MPAC 28:20 Johnson Matthey 31:25 Greencore 37:30 Journeo 41:40 Treatt 46:55 CMC Markets 50:30 CML Microsystems 54:40 Yu Group 1:03:20 Tribal Group 1:09:35 Avon Protection 1:13:45 Belluscura Lastly, many apologies for the failed transmission of this morning’s 9.30am show. Unfortunately there was a technical issue with the live YouTube feed. That said we did manage to answer a few questions which had been submitted beforehand. Disclosure : #MPAC & #BELL are Vox Markets clients. #MKS #RR. #DWL #TIFS #MPAC #JMAT #GNC #JNEO #TET #CMCX #CML #YU. #TRB #AVON #BELL
Thu, April 04, 2024
Vox Markets Fund Manager Series: Rosemary Banyard of Downing
Watch on YouTube In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including: 00:00 Her outlook for equities & smallcap liquidity. 08:25 Tristel 14:20 EKF Diagnostics 17:35 Elementis 21:25 Intertek 22:55 Rotork 26:25 Buying best-in-class industry champions 31:05 Auto Trader 33:50 Rightmove 37:05 Games Workshop 40:00 4imprint 42:40 Diploma 47:55 How useful is a DCF analysis? 50:10 Alfa Financial 55:10 Aptitude Software 58:10 Dotdigital 60:40 Softcat 64:30 AJ Bell 67:30 When to sell?
Thu, April 04, 2024
Q&A with CleanTech Lithium CEO, Aldo Boitano
Alastair Ford interviews Aldo Boitano, CEO of CleanTech Lithium, regarding their resubmission of CEOL applications for Chilean projects Laguna Verde and Francisco Basin
Wed, April 03, 2024
Central Bank Bonanza: So What?
Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter? In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.
Thu, March 28, 2024
What’s Wrong with the UK Stock Market?
With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it. In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Link to Podcasts: https://www.finalto.com/uk/overlevera... Published on 29.02.24 All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.
Thu, March 28, 2024
The Exchange
On today's Easter stock picking fest, I was delighted to speak to accomplished investor John Hugham of Vox Markets – including: 00:00 His approach to investing. 03:25 New ‘free’ stock picking service 04:55 BT 11:00 Angling Direct 14:05 Michelmersh Brick 18:50 Why smallcaps aren’t leading the economy? 22:40 Ten Lifestyle 26:50 HAT 30:00 Managing portfolio construction 32:05 Speedy Hire 37:05 hVivo 42:00 Advanced Medical Solutions 45:55 Poolbeg Pharma 50:40 Norman Broadbent 53:05 Unilever 58:50 CAB Payments 63:55 Gaming Realms 66:45 Focusrite 71:55 Use of AI for stock picking 72:55 Water Intelligence 76:45 Facilities of ADF 81:00 Use of ChatGPT to analyse companies Disclosure : John holds #BT. #ANG #TENG, #HAT, #HVO, #POLB, #ULVR, #TUNE & #ADF, whilst I own #MBH & #WATR. #HVO & #POLB are also Vox Markets clients.
Tue, March 26, 2024
Vox Markets Fund Manager Series: Richard Penny of CRUX Asset Management
( Watch the video interview HERE ) In this interview, 1st class fund manager Richard Penny of Crux Asset Management takes Vox Markets through: 00:00 his outlook for equites 05:00 1Spatial 08:05 Advanced ADVT 10:45 Pinewood Tech 13:45 FD Technologies 17:15 Kooth 20:00 Creo Medical 24:10 Incanthera 26:05 Arecor Therapeutics 29:20 BATM Advanced Comms 34:55 IQE 37:50 HostelWorld 40:15 Inspecs 43:45 XP Factory & health of the UK consumer 49:15 Zegona Communications 53:00 Beeks Financial Cloud 55:35 Made Tech 58:55 Reasons to be cheerful for smallcaps
Fri, March 22, 2024
What’s the big AI-dea?
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI? All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only. Originally Published on 08.02.24 Link to Podcasts: https://linktr.ee/overleveraged
Fri, March 22, 2024
The Exchange
On today's live ‘Exchange’, I was delighted to speak to accomplished investor & trader Michael Taylor of Shiftingshares.com – including: 00:00 His approach to investing & stock trading. 10:10 Gulf Keystone Petroleum 14:35 Serica Energy 17:35 Renold 20:15 MPAC 24:40 Tortilla Mexican Grill 29:00 Supreme 33:55 Accrol 35:05 Equals 38:55 Reach 40:35 Rank Group 45:45 PCI-Pal 52:50 Avacta 59:00 Argo Blockchain 62:40 Fresnillo Disclosure : I own Equals, whilst MPAC, Avacta, Supreme & Equals are Vox Markets
Wed, March 20, 2024
NetScientific Q&A with CEO Ilian Iliev: "We're not deep tech tourists"
Vox Markets speaks to Ilian Iliev, CEO of deep tech and life science VC investor NetScientific, about the company's deep experience and unique approach to unlocking value from bleeding edge technologies.
Wed, March 20, 2024
Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Today, Alastair Ford interviews Neil Herbert from Atlantic Lithium, discussing recent announcements and the company's progress. Neil highlights milestones achieved and upcoming plans, including securing a mining lease agreement and investments from entities like the Minerals Investment Fund of Ghana. They delve into off-take agreements, emphasising the project's ability to navigate fluctuating lithium prices. Neil also touches on the strategic advantage of Ghana's location for shipping and the potential value of feldspar as a by-product. Looking ahead, they outline timelines for listing on the Ghana Stock Exchange, completing investments, and breaking ground on the project by year-end.
Tue, March 19, 2024
Q&A with XP Factory CEO Richard Harpham: “Our growth is a result of the cash that we generate”
Vox Markets speaks to Richard Harpham, chief executive of experiential leisure innovator XP Factory, about how a relentless focus on customer satisfaction and data-driven business optimisation, alongside a change in customers’ leisure habits, has led to a milestone moment profit for the Escape Hunt and Boom Battle Bar owner.
Tue, March 19, 2024
Vox Markets Fund Manager Series: Chris Mcvey of Octopus Investments
( Watch the video interview HERE ) In this interview, fund manager Chris McVey of Octopus Investments takes me through his latest thoughts on the capital markets alongside highlighting 19 investment ideas. 00:00 Equity outlook 04:05 ActiveOps 06:35 Netcall 09:25 Iomart 11:55 Pinewood Technologies 14:40 Bloomsbury Publishing 18:00 STV Group 21:55 Keywords Studios 25:35 hVIVO 28:05 Advanced Medical Solutions 30:15 Nichols 33:55H&T 36:10 Trainline 38:25 Sanderson Designs 40:25 MJ Gleeson 44:15 Michelmersh Brick 46:30 Alumasc 48:50 Fintel 50:05 Frenkel Topping 52:45 Premier Miton 54:40 UK smallcap opportunity Disclosure : I own Activeops, Iomart and Michelmersh Brick, whilst hVivo and Fintel are Vox Markets clients
Tue, March 19, 2024
Q&A with Mpac Group CEO Adam Holland & Group Finance Director Will Wilkins
In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac Group take Vox Markets through today’s strong 2023 results, record bookings and positive outlook – including: 00:00 Current demand picture across the group’s core markets & key USPs. 07:15 Pricing environment and status of supply chain. 12:00 Financial highlights 15:20 Growth strategy, how the long term targets will be achieved & hypothetical valuation. 19:30 Clean energy opportunity 25:20 Dividend, 2024 revenue cover & pension 29:05 Anecdotal success factors 34:25 Future newsflow
Mon, March 18, 2024
The Exchange
On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including: 00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio. 08:35 Rolls-Royce 17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc 20:45 Smith+Nephew 25:55 Ashtead Group Plc 27:45 Softcat plc 32:05 When to trim or sell winners? 33:55 Judges Scientific Plc 37:05 iomart 42:40 Impax Asset Management 48:10 Diaceutics PLC 53:15 YouGov 58:55 How can investors best access equity research? 62:15 Cake Box 68:20 4imprint 74:45 Venture Life Group plc 78:20 Outlook for UK equities and M&A trend Disclosure : Paul Hill owns Iomart, whilst Venture Life is a Vox Markets client.
Wed, March 13, 2024
Q&A with Poolbeg CEO Jeremy Skillington & Chief Business Officer David Allmond
Jeremy Skillington and David Allmond of Poolbeg Pharma , discuss with David Buik about the company's journey, market position, and future prospects. They touch upon Poolbeg's establishment, market performance, recent developments, strategic focus on rare diseases, and utilisation of artificial intelligence in drug development. The conversation also delves into Poolbeg's unique offerings, such as its oral delivery programs and differentiation in the competitive landscape of biopharma.
Wed, March 13, 2024
Good Life Plus Q&A with CEO Charlie Chadd: “We’ve got a very strong team behind us making sure we make all the right moves.”
Vox Markets talks to Good Life Plus #GDLF CEO Charlie Chadd on how he’s assembled a dream team to drive growth at the gaming company with a twist, and how additional investment will accelerate growth over 2024. 0:28 Reintroducing CEO Charlie Chadd and how Good Life Plus’s unique business model combines prize draws and member benefits. 2:41 Progress since the December Aquis IPO, including a major relaunch and securing financing from industry heavyweight Mark Blandford 3:46 How Good Life Plus is planning to deploy the recently raised £2m, including a focus on scaling up customer acquisition. 4:30 Discussing the depth of talent in the business, including the appointment of another big name in gaming David Craven as chairman. 7:01 The rationale behind incentivising key stakeholders with options in the company. 10:05 What’s in the pipeline for 2024?
Mon, March 11, 2024
Vox Markets Fund Manager Series: Oliver Brown of RC Brown
In this interview, accomplished fund manager Oliver Brown of RC Brown takes me through 20 fascinating stock ideas including: 00:00 His outlook for equities. 04:20 Avacta 09:00 Segro 13:00Fonix Mobile 16:10 Microlise 19:10 Team17 23:10 XP Power 26:05 Volex 28:00 Midwich 30:25 Strix 33:55 FRP Advisory 35:55 Marlowe 39:05 Johnson Service Group 41:45 Franchise Brands 44:50 Lords Group Trading 47:00 SigmaRoc 49:25 Springfield Properties 52:55 Animalcare 56:45 Supreme 1:00:20 Hollywood Bowl 1:04:35 Integrafin
Fri, March 08, 2024
The Exchange
On today's live ‘Exchange’ for Vox Markets, Paul Hill was delighted to speak to accomplished investor and ex-Schroders fund manager Iain Staples - covering: 00:00 His investment approach & recent M&A splurge 07:40 Equals Money 11:45 Renew Holdings plc 15:45 Mpac Group PLC 18:55 Anpario plc 21:05 hVIVO 25:55 Elecosoft 31:30 Tracsis PLC 36:35 FADEL 38:50 Warpaint Cosmetics 44:10 G&H Photonics 49:45 Ultimate Products 55:15 ME Group 59:10 Thruvision 64:25 XPS Pensions Group #EQLS #RNWH #MPAC #ANP #HVO #ELCO #TRCS #FADL #W7L #GHH #ULTP #MEGP #XPS Disclosure : I own Equals and Eleco, whilst Equals, Eleco, Fadel, hVivo & MPAC are Vox Markets clients.
Tue, March 05, 2024
Q&A with Oncimmune CEO, Martin Gouldstone
In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm offering autoantibody profiling that is used to enable precision medicine within the Biopharma industry. 00:00 What the company does and the current demand picture within the Biopharma sector 09:15 recent contract wins and update on commercialisation strategy
Tue, March 05, 2024
Vox Markets Fund Manager Series: Brendan Gulston of Gresham House
Watch on YouTube In this in depth interview, accomplished fund manager Brendan Gulston of Gresham House takes Vox Markets through 20 fascinating stock ideas including: 00:00 His outlook for equities. 10:35 Iomart 14:45 Learning Technologies 18:05 Netcall 22:10 Pinewood Tech (formerly Pendragon) 27:40 Team17 31:00 Keywords Studios 36:15 Tribal Group 40:40 Trufin 46:05 TP ICAP 50:05 Argentex 54:20 Watkin Jones 58:30 Property Franchise Group 1:01:35 Schroders 1:03:25 Mattioli Woods 1:05:55 Angling Direct 1:09:20 Halfords 1:24:05 Moonpig 1:27:50 Moneysupermarket 1:21:10 Kooth 1:23:15 Spire Healthcare #IOM #LTG #NET #PINE #TM17 #KWS #TRB #TRU #TCAP #AGFX #WJG #TPFG #SDR #MTW #ANG #HFD #MOON #MONY #KOO #SPI
Mon, March 04, 2024
Polarean’s Chris von Jako: “I’ve been bringing new and important life changing medical technologies to market for 30 years”
( Watch on YouTube ) Vox Markets speaks to Chris von Jako, chief executive of Polarean #POLX, about the company’s five pillar strategy to drive uptake of its life saving lung imaging technology. 0:29 Chris von Jako describes the progress the company’s made on the regulatory and commercial front since he joined as CEO last June. 3:57 Discusses Chris’s 30 years of experience in overcoming the challenges of bringing new medical devices to market. 6:54 Details of the company’s XENOVIEW technology, and how it offers clinicians a unique and highly effective approach lung diagnostics. 11:14 Insurance support and other ways Polarean is planning to drive take up of the technology. 13:44 The importance of partnerships as a route to market, and progress identifying new partners alongside Phillips 15:13 Financing requirements for the five-pillar strategy and where it could take Polarean commercially.
Fri, March 01, 2024
Hot Stocks on Vox Markets
( Watch Live stream HERE ) 00:00 Roland's investment approach & key takeaways from recent trading updates 07:15 Avacta 11:20 Direct Line 15:15 Renishaw 21:40 Avingtrans 25:45 Renold 26:55 Costain 30:45 Vp Plc 34:50 Robert Walters 38:30 PZ Cussons & investing in emerging markets 47:35 Animalcare 51:50 Anpario 54:45 IG Group 57:50 Ultimate Products 61:05 Telecom Plus 65:40 ME Group 69:00 Impax Asset Management 73:25 Jupiter Fund Management 76:00 Premier Miton 78:45 Keywords Studios
Fri, March 01, 2024
CleanTech Lithium’s Steve Kessler: “this puts us in the best position to enter substantive discussions with offtake partners”
Steve Kessler, executive chairman of green lithium specialist CleanTech Lithium, talks Vox Markets through its plans to deliver a more robust PFS and how this underpins future strategic discussions.
Wed, February 28, 2024
Itaconix Q&A: CEO John Shaw on delivering the right ingredients for green growth
Watch on YouTube Vox Markets talks to Itaconix #ITX co-founder and chief executive John Shaw on what’s behind a year that’s seen the natural chemicals specialist deliver record revenues, and how the cost, performance, and safety advantages of its plant-based manufacturing ingredients are opening up multiple market opportunities. 0:30 Discusses the highlights and drivers of a year that saw Itaconix deliver record revenues 2:07 How the performance and cost advantages of the company’s itaconic-acid based ingredients are driving major growth across private label manufacturers in North America. 3:26 Signs of traction in the larger European market for dishwasher tablets, including interest from contract manufacturers to major retailers. 4:25 How the company’s production facility has headroom to meet significant growth opportunities, and the economies of scale behind the business. 6:07 New market opportunities, including multi-million-dollar leather, paint markets, and adult hygiene, and how that’s supported by last year’s fundraise. 9:18 The environment advantages of Itaconix’s natural products and their potential to change the industrial landscape. 11:25 The company’s plans for 2024 and the focus on becoming EBITDA profitable.
Wed, February 28, 2024
Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
Watch on YouTube In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take Vox Markets through today’s in line H1’24 results and positive outlook. 00:00 Demand picture across key markets. 06:05 H1'24 financial highlights & revenue cover. 14:10 Strategic rationale for creating the new Advanced Engineering Systems division 19:50 Opportunity in medical devices with Adaptix & Magnetica 27:50 Outlook
Tue, February 27, 2024
Q&A with Paul Scott of Stockopedia
Watch on YouTube In this interview Paul Hill spoke to accomplished investor Paul Scott of Stockopedia about: 00:00 His successful stock picking strategy 03:30 Key takeaways from recent smallcap trading updates 09:40 Plexus 16:15 Renold 18:55 Zotefoams 22:55 Porvair 27:00 Luceco 30:15 Volex 36:55 Beeks Financial Cloud 43:15 Intercede 47:10 CMC Markets 51:05 H&T 57:45 Eurocell 1:02:10 Alumasc 1:06:50 Somero Enterprises 1:10:40 Gaming Realms 1:13:20 Wynnstay 1:20:00 ME group 1:23:00 Jet2 1:25:10 Dunelm 1:3:15 Bloomsbury Publishing
Tue, February 27, 2024
Metals One: CEO Jonathan Owen on plugging Europe’s battery metals supply gap
( Watch on YouTube) Vox Markets speaks to Jonathan Owen, CEO of Northern European explorer Metals One #MET1, about how recent positive drilling results underpin the group’s strategy to develop one of Europe’s cleanest and cheapest battery metals resources and meet Europe’s politically driven need for domestic supply. 0:38 An update on recent drilling results at its flagship Black Schist Ni-Zn-Cu-Co project in Northern Finland. 3:26 The significance of the Talvivaara-style mineralisation at the project, and how it can create huge economies of scale in mining that would make it one of the cheapest and cleanest nickel producers in the world. 5:09 Where the recent drilling results take the strategy, including plans to expand the resource to c. 200Mt. 7:08 The background to the new prospectivity model and its objectives. 8:18 The political tailwinds driving demand for domestically produced battery metals for use in Europe.
Fri, February 23, 2024
Q&A: How Tertre Rouge is unlocking the classic car investment opportunity
Over the past 18 months Tertre Rouge Assets #TRA has been acquiring a collection of six of the world’s most historic classic cars worth £32m, including a rare 1970s F1 Ferrari. Now, by owning shares in the company, private investors will be able to access the high returns offered by this asset class for the first time. In this interview Vox Markets speaks to Tertre Rouge Assets co-founders Stephen Schapera and André Ahrlé, respectively chairman and chief executive, about the idea and expertise behind the first ever publicly listed consolidator in the classic automotive world, and the ecosystem of businesses they’re building around its “rarest of the rare” collection
Fri, February 23, 2024
Hot Stocks on Vox Markets
( Watch the Video interview here ) In today's live ‘Hot Stocks’ show for Vox Markets, Paul Hill speaks to accomplished investor Richard Crow (alias Cockney Rebel on social media) about: 00:00 Richard's investment approach 04:00 Key takeaways from recent trading updates 09:30 Rolls-Royce 16:30 Marks and Spencer 22:45 Mpac Group PLC 29:45 Avon Protection 42:00 REACT Group Plc. 43:35 Aurrigo International 49:00 Watches of Switzerland Group PLC 54:00 Ramsdens Financial Limited 59:00 Bloomsbury Publishing Plc 67:00 Kier Group 71:10 Elecosoft 75:45 Ashtead Technology 80:50 Lords Group Trading 84:20 Card Factory 88:20 Halfords 91:10 Sondrel 92:45 Equals Money
Wed, February 21, 2024
Feedback: CEO Dr Tom Oakley on how digital diagnostics can help solve the NHS waiting list crisis
Dr Tom Oakley, founder and chief executive of digital diagnostics specialist Feedback plc, talks Vox through the company’s latest results, and how a recent Parliamentary report could prove the catalyst for much-needed investment into the NHS’s digital infrastructure. 0:28 Discusses the company’s latest results, and why NHS procurement cycles should see an acceleration of business in H2. 1:48 The significance of the All Party Parliamentary group report on Community Diagnostic Centres for Feedback’s Bleepa and CareLocker solutions. 5:27 Why the NHS could be at a tipping point for investment into digital solutions to reduce waiting lists and improve patient outcomes. 07:59 Discusses the company’s first contract in private healthcare, and how Feedback’s “pathway efficiency” are proving of interest to medical insurers. 10:34 The size of the market opportunity in the NHS and beyond. 11:46 Progress on opening up the opportunity in India, including the appointment of a dedicated country managing director and regulatory approval. 14:09 Opportunities in technology licensing.
Tue, February 20, 2024
Vox Markets Fund Manager Series: Mark Niznik of Artemis
In this in depth interview, accomplished fund manager Mark Niznik of Artemis takes Vox Markets through 19 stock ideas including: 00:35 His outlook for equities 04:20 Beeks Financial Cloud 09:50:10 RWS Holdings 15:40 Eckoh 17:50 Mears 2320 Henry Boot 28:35 Wilmington 35:40 FDM Group 41:25 GB Group 46:30 NCC 52:40 Secure Trust Bank 58:25 Vanquis Banking 61:45 H&T 66:00 Onthebeach 69:45 Hollywood Bowl 72:00 PZ Cussons 76:50 Alliance Pharma 80:25 RM 87:40 Videndum 91:55 LBG Media
Sat, February 17, 2024
Hot Stocks on Vox Markets
000:00 Graham's investment approach 04:15 Macro update (re CPI, bond yields, interest rates & GDP) 13:20 Key takeaways from Q4'23 US earnings season 19:45 Water Intelligence 24:15 Argentex Group 28:15 Close Brothers 33:40 Cornerstone FS 39:45 Jarvis Securities 44:10 Maintel 50:25 Watches of Switzerland Group 56:25 Audience questions and Graham's personal holdings. Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.
Wed, February 14, 2024
DXS International: Q&A with David Immelman, CEO of the NHS digitisation specialist
( Watch the video interview HERE ) Founder and CEO David Immelman of healthcare tech specialist DXS International #DXSP talks to Vox Markets about how digitation is key to transforming NHS productivity, and the R&D the company is investing in to deliver it.
Tue, February 13, 2024
Vox Markets Fund Manager Series: Graham Campbell of River Global
( Watch the video interview HERE ) In this stock picking masterclass, contrarian fund manager Graham Campbell of River Global shares his thoughts on: 00:00 the outlook for equities and his 3 key investment themes 06:30 Schneider Electric 08:30 Rockwell Automation 10:40 Heidelberg Materials 13:55 Weinerberger 16:50 Saint Gobain 20:10 Caterpillar 22:40 Deere & Company 26:40 Novo Nordisk 30:00 Roche 33:00 AstraZeneca 35:35 Johnson Matthey 38:35 Glencore 40:00 Chevron 41:15 Intel 43:30 Dell Technologies 44:35 CISCO 46:10 HSBC 50:20 UBS 52:45 RELX 55:15 Interpublic #IPG #REL #UBSG #HSBA #CSCO #DELL #INTL #CVX #GLEN #JMAT #AZN #ROG #NOVOB #DE #CAT
Fri, February 09, 2024
Q&A with Graham Neary of Stockopedia
In this interview professional investor & ex fund manager Graham Neary of Stockopedia takes Vox Markets through: 00:00 His outlook for equities 05:10 Cavendish Financial (merger of Cenkos & finncap) 07:35 Peel Hunt 10:15 Ashmore 13:15 Jupiter Fund Management 15:30 Mercia Asset Management 18:05 Polar Capital Holdings 20:05 CMC Markets 24:15 AG Barr 26:35 Nichols 23:05 H&T 34:15 Ramsdens 37:20 Mortgage Advice Bureau 40:40 Property Franchise Group / Belvoir 43:40 Henry Boot 46:15 Paypoint 50:50 Trustpilot 56:25 IG Design Group 58:55 ME group (formerly Photome) 61:45 Supreme 66:05 SThree #CAV #PEEL #ASHM #JUP #IGR.UP #MERC #POLR #CMCX #BAG #NICL #HAT #RFX #MAB1 #TPFG #BLV #BOOT #PAY #TRST #MEGP #SUP #STEM
Fri, February 09, 2024
Q&A with John Peters of Strategic Minerals
Vox Markets talks to John Peters, managing director of Strategic Minerals, about how the latest positive commercial developments at its Cobre magnetite mine in New Mexico have set the company up for a busy year.
Tue, February 06, 2024
Mark Braund of REACT: Significant Growth Delivered & Strong Start to the Year
Mark Braund Chairman of REACT #REAT discusses their final results for the year, which was the fourth successive year of double-digit organic growth and says the first few months of FY24 have delivered a record trading performance. Financial highlights · Revenue increased by 43% to £19.6m (2022: £13.7m) - 87% recurring revenue (2022: 83%) - organic revenue growth of approximately 21% (on a like-for-like basis) - Numerous multi-year contracts won via cross-selling across the Group · Gross profit up 61% to £5.2m (2022: £3.3m) · Gross profit margin up 300 basis points to 27% (2022: 24%) · Adjusted EBITDA* up 133% to £2.3m (2022: £1.0m) · Free cash flow £2.1m (2022: outflow £1.0m) · Cash as at 30 September 2023 of £2.1m (30 September 2022: £1.5m) TO READ THE FULL RNS CLICK HERE
Tue, February 06, 2024
Vox Markets Fund Manager Series: Ken Wotton, Managing Director at Gresham House
( Watch the video interview HERE ) In this stock picking masterclass, small/midcap fund manager Ken Wotton of Gresham House takes Vox Markets through his latest thoughts on the capital markets alongside highlighting 19 stock ideas. 00:00 Equity outlook 02:15 Peel Hunt 05:20 Argentex 08:55 Assetco 11:30 ActiveOps 15:40 Fintel 18:50 Tribal Group 22:15 Silver Bullet Data Systems 26:05 Windward 30:15 Costain 35:10 Watkin Jones 38:55 Capita 42:10 Elixirr International 44:45 Franchise Brands 47:55 Learning Technologies 51:45 Kooth 54:45 EKF Diagnostics 57:15 Diaceutics 59:50 Loungers 61:55 Premier Foods
Mon, February 05, 2024
Recession Risks Recede
Recession Risks Recede Taking Stock Monday 5th February 2024 Companies discussed on “Taking Stock” today: 03:45 Metals One #MET1 04:00 Helium One #HE1 06:10 Team17 #TM17 06:15 Bushveld Minerals #BMN 09:08 Bidstack #BIDS 14:08 Upland Resources #UPL 17:16 Argo Blockchain #ARB 18:43 & 29:05 Serica Energy #SQZ 20:25 Atlantic Lithium #ALL 21:00 Aptamer #APTA 22:00 Gaming Realms #GMR 24:29 t42 IoT Tracking Solutions #TRAC 25:28 Smarttech247 #S247 26:45 On The Beach #OTB 29:22 Land Securities #LAND 31:20 Kromek #KMK 32:50 Journeo #JNEO Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, February 02, 2024
Who will Win this year? Bulls or Bears?
Who will Win this year? Bulls or Bears? Taking Stock Friday 2nd February 2024 Companies discussed on “Taking Stock” today: 05:20 BT Group #BT.A 07:10 Diageo #DGE 09:00 YouGov #YOU 09:15 Hvivo #HVO 11:28 AJ Bell #AJB 12:30 Ingenta #ING 13:30 Intercede #IGP 14:25 Tristel #TSTL 14:45 Keystone Law #KEY 15:03 Gamm Communications #GAMA 17:40 Bioventix #BVXP 19:45 YouGov #YOU 27:10 Venture Life Group #VLG 28:20 Cambridge Cognition #COG 28:48 IQ-AI #IQAI 31:15 Tertre Rouge #TRA 35:50 Hemogenyx #HEMO 36:50 Revolution Beauty #REVB 37:38 Superdry #SDRY Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, February 02, 2024
HOT STOCKS: Paul & Justin discuss some investment ideas
HOT STOCKS: Paul & Justin discuss some investment ideas 00:00 Inspiration Healthcare #IHC 09:30 Argentex Group PLC #AGFX 25:40 Elecosoft #ELCO 31:15 GBG Plc #GBG 38:35 Equals Money #EQLS 41:15 Verici Dx #VRCI 43:10 Venture Life Group #VLG 46:00 FADEL Partners #FADL 50:45 Supreme PLC #SUP 55:05 Ramsdens Financial #RFX 61:30 Lords Group Trading #LORD 65:35 Pfizer 66:66 PayPal 69:25 Learning Technologies Group #LTG 70:55 Destiny Pharma #DEST 76:40 Silver Bullet Communications #SBDS Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
Thu, February 01, 2024
Will the Markets see a Bailey Bounce?
Will the Markets see a Bailey Bounce? Taking Stock Thursday 1st February 2024 Companies discussed on “Taking Stock” today: 02:45 Shell #SHEL 03:10 Deliveroo #ROO 05:45 Next #NXT 07:20 & 27:00 Venture Life #VLG 07:30 & 25:55 Pets at Home #PETS 08:40 Helium One #HE1 11:15 easyJet #EZJ 12:50 Destiny Pharma #DEST 17:19 Cambridge Cognition #COG 21:58 & 26:33 Baron Oil #BOIL 23:13 Bushveld Minerals #BMN 24:23 Power Metal Resources #POW 24:55 Tekcapital #TEK 30:10 Tertre Rouge #TRA 32:30 & 39:05 Made Tech #MTEC 35:40 CAP-XX #CPX 36:53 Gresham House Energy Storage #GRID Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, February 01, 2024
Vietnam Holding: how ‘nimble’ stockpicking has delivered best-in class performance
( Watch the video interview HERE ) Vox Markets speaks to Craig Martin, manager of the Vietnam Holding #VNH, about what drove the investment trust’s strong outperformance in 2023, and how roaring foreign investment into the country and huge infrastructure investment is laying the foundation for further rapid growth. 00:26 Highlights of 2023: how the trust beat its benchmark, and the implementation of several shareholder friendly initiatives 04:01 Wham, bam, Vietnam: Vietnam’s rapid economic growth, driven by the highest levels of foreign direct investment in the region as western businesses look to de-risk supply chains away from China. 07:44 The recent German trade delegation to Vietnam, and the significance of Germany as an economic partner. 11:16 Why Vietnam remains a cheap market despite anticipated earnings growth driven by economic growth and an ongoing shift to a digitalised economy. 13:48 How Vietnam’s ‘nimble’ and concentrated approach helped it outperform peers, notably a focus on industrial rather than residential real estate. 16:28 Progress on uprating Vietnam’s status from Frontier to Emerging market, and how that will attract further overseas investors to the region.
Wed, January 31, 2024
A Powerful Positive Indicator shows we are on the Road to Recovery
A Powerful Positive Indicator shows we are on the Road to Recovery Taking Stock Wednesday 31st January 2024 Companies discussed on “Taking Stock” today: 07:30 Antofagasta #ANTO 09:09 & 11:17 Argentex #AGFX 09:50 Endeavour Mining #EDV 13:47 Helium One #HE1 15:11 Vast Resources #VAST 17:05 Destiny Pharma #DEST 18:58 Power Metal Resources #POW 22:10 BSF Enterprise #BSFA 23:15 ITM Power #ITM 26:53 Serabi Gold #SRB 28:43 Pebble Beach Systems #PEB 32:03 Glencore #GLEN 33:32 Prospex Energy #PXEN 35:14 Symphony Environmental #SYM 36:03 Inspiration Healthcare #IHC 37:19 Harvest Minerals #HMI 38:05 SDI Group #SDI 38:20 Rambler Metals & Mining #RMM 43:30 Fresnillo #FRES Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, January 31, 2024
Q&A with Fadel Partners CEO, Tarek Fadel
( Watch the video interview HERE ) In this interview, CEO Tarek Fadel of brand compliance, rights and royalty management software developer Fadel Partners #FADL, takes Vox Markets through today's in line yearend trading update & positive outlook for 2024.
Wed, January 31, 2024
Neil Herbert of Atlantic Lithium: Ewoyaa has strong commercial viability and exceptional profitability potential
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL discusses their quarterly activities and cash flow report underlining that Ewoyaa remains one of the lowest capital and operating cost hard rock lithium projects globally, which possesses strong commercial viability and exceptional profitability potential. Highlights Historic Mining Lease, the first for a lithium project in Ghana, granted in respect of the Company's flagship Ewoyaa Lithium Project ("Ewoyaa" or the "Project"). · Grant of the Mining Lease represents a major endorsement from the Government of Ghana and serves as a significant de-risking milestone for the advancement of the Project towards production. · The agreed terms of the Mining Lease position Ewoyaa as one of the lowest capital and operating cost hard rock lithium projects globally and indicate the Project's strong commercial viability and exceptional profitability for a 2.7Mtpa steady state operation, producing a total of 3.6Mt of spodumene concentrate (approximately 350,000tpa) over a 12-year mine life1: o Ewoyaa to become one of the top 10 largest spodumene concentrate producers1; o Payback period of main processing plant of 9.5 months; o C1 cash operating costs of US$377/t of concentrate Free-On-Board ("FOB") Ghana Port, after by-product credits, All in Sustaining Cost ("AISC") of US$675/t; o Development cost estimate of US$185m; to be substantially funded by Piedmont Lithium Inc. ("Piedmont") and planned investment by Ghana's sovereign wealth fund, the Minerals Income Investment Fund ("MIIF"); o Post-tax NPV8 of US$1.3bn, with free cash flow of US$2.1bn from Life of Mine ("LOM") revenues of US$6.6bn, considering a US$1,410/t long-term concentrate price, FOB Ghana. TO READ THE FULL RNS CLICK HERE
Tue, January 30, 2024
Best AIM Recovery Play Ever? What's Next?
Best AIM Recovery Play Ever? What's Next? Taking Stock Tuesday 30th January 2024 Companies discussed on “Taking Stock” today: 01:20 & 06:00 & 35:45 Diageo #DGE 02:20 Helium One #HE1 08:45 JD Sports Fashion #JD. 09:45 & 34:10 Dr Martens #DOCS 13:40 Hornby #HRN 14:45 Auction Technology #ATG 20:00 Hvivo #HVO 23:35 & 36:30 Supreme #SUP 23:40 Chill Brands #CHLL 26:35 Argentex #AGFX 29:23 Cornerstone FS #CSFS 30:00 Oxford Cannabinoids #OCTP 30:20 Saga Plc #SAGA 37:05 Great Western Mining #GWMO 37:37 Synectics #SNX 38:15 Speedy Hire #SDY 40:45 Microlise #SAAS 42:00 Fintel #FNTL 43:20 Tertre Rouge Assets #TRA Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Tue, January 30, 2024
Vox Markets Fund Manager Series: Q&A with James Thorne, Fund Manager at Columbia Threadneedle
( Watch the video interview HERE ) In this interview, fund manager James Thorne of Columbia Threadneedle Investments takes Vox Markets through 19 stocks. 00:00 His equity outlook 08:10 1Spatial 11:45 IQGeo 14:35 Microlise 17:50 ActiveOps 20:15 FD Technologies 26:20 Auction Tech 29:05 Avingtrans 33:25 Tekmar 36:05 Crest Nicholson 40:25 Marlowe 44:00Knights Group 46:30 Manolete 50:20 Argentex 52:25 Equals 55:25 WAG Payment Solutions 58:35 Oxford Biomedica 72:05 Gym Group 73:15 Halfords 75:45 Reach #SPA #IQG #SAAS #AOM #FDP #ATG #AVG #TGP #CRST #MRL #KGH #MANO #AGFX #EQLS #WPS #OXB #GYM #HFD #RCH
Tue, January 30, 2024
Steve Kesler of Cleantech Lithium: discusses Positive Test Work and Adsorbent Selection for Pilot Plant
Steve Kesler Executive Chairman of Cleantech Lithium #CTL discusses the positive direct lithium extraction test work which has led to the adsorbent being selection for their pilot plant. Highlights - The results indicate that brine from Laguna Verde has low contaminants and is conducive to DLE - The Company's pilot plant has now been filled with Lanshen adsorbent and is in the latter stages of commissioning TO READ THE FULL RNS CLICK HERE
Tue, January 30, 2024
Q&A with hVIVO’s Mo Khan: “£80 million is the highest starting order book in the history of the company
Vox Markets talks to hVIVO chief executive Mo Khan on a year that saw the human challenge trial specialist beat previously upgraded Ebitda guidance and start 2024 with the company’s highest ever starting order book, laying a solid foundation for its next phase of growth. 0:29 Mo Khan talks through the highlights of hVIVO’s expectation-beating FY23 trading update. 1:28 How operational gearing is flowing through into a rapidly increasing Ebitda margin. 2:22 What’s behind the increase in the order book to a record £80m, including an expanded range of human challenge models and increasing contract sizes. 4:07 The outlook for 2024, including 90% of revenue already contracted and the opening of the Canary Wharf facility that expands the group’s revenue capacity to over £90m of annual revenue. 5:31 How the new facility will further support margin expansion. 6:03 Other ambitions in the short to medium term, including £100m revenue by 2028, driven both organically and through bolt-on acquisitions. 7:26 The introduction of a dividend policy and the cash generative qualities of the group that underpins it.
Mon, January 29, 2024
How to Avoid Profit Warnings
How to Avoid Profit Warnings Taking Stock Monday 29th January 2024 Companies discussed on “Taking Stock” today: 03:25 & 32:55 Team Internet #TIG 03:50 & 08:57 & 19:34 Supreme #SUP 03:55 Chill Brands #CHLL 12:56 Helium One #HE1 13:50 DG Innovate #DGI 15:06 Blencowe Resources #BRES 15:55 Superdry #SDRY 17:25 Union Jack Oil #UJO 21:35 Surgical Innovations #SUN 24:25 25:10 Inspecs #SPEC 24:30 Beacon Energy #BCE Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Mon, January 29, 2024
Q&A: How Tertre Rouge is unlocking the classic car investment opportunity
Over the past 18 months Tertre Rouge Assets #TRA has been acquiring a collection of six of the world’s most historic classic cars worth £32m, including a rare 1970s F1 Ferrari. Now, by owning shares in the company, private investors will be able to access the high returns offered by this asset class for the first time. In this interview Vox Markets speaks to Tertre Rouge Assets co-founders Stephen Schapera and André Ahrlé, respectively chairman and chief executive, about the idea and expertise behind the first ever publicly listed consolidator in the classic automotive world, and the ecosystem of businesses they’re building around its “rarest of the rare” collection. 0:37 Introducing Tetra Rouge and the team behind it, and how André’s experience has been proven to deliver above average returns from historic vehicles. 6:27 Why provenance is all important in historic vehicles, and the process behind finding vehicles that can deliver above average returns. 12:32 The ecosystem of companies being built around the collection, including the acquisition of prestige class car events business Run To Group. 18:11 The involvement of motor racing legends David Coulthard, Mika Hakkinen and Alan McNish. 21:16 Trends in prestige car demand, and where the next cars in the collection are likely to come from. 23:05 Summing up the Tertre Rouge investment case, including bringing liquidity to this lucrative asset class and the regulatory robustness behind the group.
Fri, January 26, 2024
Can these Performers keep Performing?
Can these Performers keep Performing? Taking Stock Thursday 25th January 2024 Companies discussed on “Taking Stock” today: 04:20 4Imprint #FOUR 06:00 Cranswick #CWK 06:45 & 51:00 Warpaint London #W7L 11:20 Time Finance #TIME 12:50 Cairn Homes #CRN 14:00 Auto Trader #AUTO 14:50 Motorpoint #MOTR 18:00 Avon Protection #AVON 22:10 Chill Brands #CHLL 22:39 Global Petroleum #GBP 23:00 Predator Oil & Gas #PRD 23:30 AFC Energy #AFC 24:30 On The Beach #OTB 27:50 Helium One #HE1 28:50 CT Automotive #CTA 32:09 Hargreaves’s Lansdown #HL. 34:55 Learning Technologies #LTG 40:44 & 52:15 Titon Holdings #TON 42:00 Silver Bullet Data Services #SBDS 43:40 Michelmersh Brick Holdings #MBH 43:50 Brickability Group #BRCK 44:00 Forterra #FORT 45:15 Active Energy #AEG 46:05 & 52:17 Coral Products #CRU 51:50 Haydale Graphene #HAYD Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, January 26, 2024
UK is quickly escaping the mild recession
UK is quickly escaping the mild recession Taking Stock Thursday 25th January 2024 Companies discussed on “Taking Stock” today: 07:44 Tissue Regenix #TRX 11:18 Helium One Global #HE1 12:36 Novacyt #NCYT 16:30 Fevertree #FEVR 23:13 Dr Martens #DOCS 28:54 Team17 #TM17 31:25 Time Finance #TIME 33:13 Foxtons #FOXT 36:27 easyJet #EZJ 38:44 Wizz Air #WIZZ 40:19 IG Group #IGG 41:40 CMC Markets #CMCX 43:20 Narf Industries #NARF Rosslyn Data Tech #RDT Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, January 25, 2024
Andrew Bell of Red Rock Resources: We now have critical mass in the gold province centred around Yamoussoukro
Andrew Bell Chairman of Red Rock Resources #RRR discussing their recent West African Gold License award says,"We now have critical mass in our licence application areas in the gold province centred around Yamoussoukro. We regard the granted licences, and those still in process of grant, as being licences with good gold potential"
Thu, January 25, 2024
Neil Herbert of Atlantic Lithium: MIIF's Investment recognises the considerable upside to existing & prospective investors
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL: I am delighted to welcome Ghana's sovereign wealth fund, MIIF, onto the Atlantic Lithium register as a highly valued shareholder and partner. MIIF's Strategic Investment recognises the considerable, long-lasting benefits that the Company, through lithium production at Ewoyaa and the broader Cape Coast Lithium Portfolio, can bring to Ghana, while also being indicative of Atlantic Lithium's significant value upside to existing and prospective investors.
Wed, January 24, 2024
Time to ignore the Macro and focus on the Micro
Time to ignore the Macro and focus on the Micro Taking Stock Wednesday 24th January 2024 Companies discussed on “Taking Stock” today: 11:15 Lords Group #LORD 11:30 Atlantic Lithium #ALL 17:15 Premier African Minerals #PREM 19:18 easyJet #EZJ 20:12 Diversified Energy #DEC 22:15 & 24:15 Revolution Bars #RBG 23:57 Tekcapital #TEK & Belluscura #BELL 24:38 Strategic Minerals #SML 28:08 System1 #SYS1 29:45 Airea #AIEA 31:00 Molecular Energy #MEN 31:35 Verici DX #VRCI 35:00 JD Wetherspoon #JDW 39:00 Zoo Digital #ZOO Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, January 24, 2024
Q&A with Lords Group Trading CEO, Shanker Patel
( Watch the video interview HERE ) In this interview, CEO Shanker Patel of Lords Group Trading #LORD - a specialist UK builders merchant and heating/plumbing distributor, takes Vox Markets through today's resilient yearend trading update & long term growth strategy.
Tue, January 23, 2024
UK economic growth to rebound in late 2024
UK economic growth to rebound in late 2024 Taking Stock Tuesday 23rd January 2024 Companies discussed on “Taking Stock” today: 04:00 Vast Resources #VAST 10:50 NetScientific #NSCI 12:08 Crimson Tide #TIDE 13:08 Big Technologies #BIG 13:40 boohoo #BOO 14:20 Quiz plc #QUIZ 15:15 Atlantic Lithium #ALL 17:30 Brave Bison #BSSN 19:00 Chapel Down #CDGP 20:00 H&T #HAT 24:15 Yu Group #YU. 25:40 Cornerstone FS #CSFS 28:48 Eleco #ELCO 29:50 Ocean Harvest Technology #OHT 30:35 Watkin Jones #WJG 31:20 Crest Nicholson #CRST 32:20 Vistry #VTY 34:00 Poolbeg Pharma #POLB 35:00 Fraser Group #FRAS 37:57 Hvivo #HVO Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Tue, January 23, 2024
Q&A with Eleco CEO, Jonathan Hunter
( Watch the video interview HERE ) In this interview, CEO Jonathan Hunter of Eleco #ELCO - a leading developer of BuildTech, project management & visualisation software - takes Vox Markets through today's positive yearend trading update & broader growth strategy.
Tue, January 23, 2024
Singer Macro Monthly: reasons to be cheerful for 2024
Vox Markets speaks to Singer’s Jamie Constable about why more short-term inflationary pain may soon give way to tailwinds for markets and consumers. 0:26 Starting 2024 with optimism with the recent jump in UK inflation likely to give way to falling inflation from April. 2:28 Why the market is still reacting to short term data rather than the improving outlook and the possibility of sub 2% inflation. 4:42 The situation in the Red Sea and why its inflationary impact could be overstated. 6:63 Other tailwinds for confidence, including falling interest rates and political giveaways in the March budget, and why Singer favours low-ticket retail and housebuilders. 9:07 Why we shouldn’t be too worried about weak December retail numbers, and how stock selection is once again becoming increasingly important. 10:38 The shift from buying physical goods to buying experiences such as holidays, and why media could be a sector to watch this year as ad spending recovers. 12:43 How recent recruitment sector weakness could present a buying opportunity. 14:41 The end of free money and the long overdue return of the business cycle which could favour capex-led stocks.
Tue, January 23, 2024
Andrew Prelea of Vast Resources: Funds allow further development of Baita Plai Mine
Andrew Prelea CEO of Vast Resources #VAST explains how today’s cash raised will be used for the further development of its operating Baita Plai Mine in Romania, specifically the development of the decline to access the higher-grade ore. Following the positive ongoing drilling programme that commenced in 2023, the Company has incorporated new data into its mine plan including the acceleration of decline development which is expected to provide a significant reduction in both underground fuel consumption and underground transportation times, which will result in substantially increased productivity.
Tue, January 23, 2024
Vox Markets Fund Manager Series: Gervais Williams of Premier Miton
Leading fund manager Gervais Williams of Premier Miton runs through 19 stocks including: 00:00 The outlook for equities 04:10 Yu Group 06:05 Good Energy 09:00 Lords Group Trading 11:30 Concurrent Tech 14:00 Ondo InsurTech 16:50 CyanConnode 20:10 Smarttech247 22:35 Trufin 24:50 Ingenta 27:25 CMC Markets 30:05 TP ICAP 33:45 Avacta 37:45 Oxford Biodynamics 40:10 Inspiration Healthcare 43:35 HostelWorld 45:50 Supreme 48:20 i3 Energy 51:05 Pantheon resources 53:35 Saietta #YU. #GOOD #LORD #CNC #ONDO #CYAN #S247 #TRU #ING #CMCX #TCAP #AVCT #OBD #IHC #HSW #SUP #I3E #PANR #SED
Mon, January 22, 2024
Private Investors: How Much Research Should You do?
Private Investors: How Much Research Should You do? Taking Stock Monday 22nd January 2024 Companies discussed on “Taking Stock” today: 03:40 Fevertree #FEVR 08:30 Silver Bullet Data Services #SBDS 15:50 Vast Resources #VAST 15:30 Premier Miton #PMI 15:43 Avacta #AVCT 16:29 Empire Metals #EEE 17:39 United Oil & Gas #UOG 19:00 Synergia #SYN 19:35 S4 Capital #SFOR 21:27 SmartSpace Software #SMRT 21:50 Bidstack #BIDS 26:55 Cornerstone FS #CSFS 30:20 CMC Markets #CMCX 30:21 Plus500 #PLUS 31:30 Rockhopper Exploration #RKH 34:00 Eneraqua #ETP 37:18 Trifast #TRI 40:27 Oxford Biodynamics #OBD Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, January 19, 2024
Are these companies bombed out opportunities?
Are these companies bombed out opportunities? Taking Stock Friday 19th January 2024 Companies discussed on “Taking Stock” today: 05:15 & 32:45 Big Technologies #BIG 11:20 Frenkel Topping #FEN 11:58 Ensilica #ENSI 13:15 & 30:15 Me Group #MEGP 14:27 Auction Technology Group #ATG 18:17 Science Group #SAG 21:50 Prospex Energy #PXEN 24:30 Chapel Down #CDGP 24:40 Naked Wines #WINE 24:50 Distil #DIS 25:00 Virgin Wines #VINO 25:10 Gusbourne #GUS 25:40 Versarien #VRS 26:00 Watches of Switzerland #WOSG 36:15 Avacta #AVCT 38:00 & 40:15 Synectics #SNX 38:50 4Imprint #FOUR 39:30 The Pebble Group #PEBB Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, January 19, 2024
HOT STOCKS: Paul & Justin's Q1 Review Find out in today's fast paced
HOT STOCKS: Paul & Justin's Q1 Review Find out in today's fast paced Hot Stocks show, what Justin Waite & I have recently been buying, alongside my favourite AIM share for 2024 and best recovery stock. 00:00 Equity outlook 06:20 Big Technologies #BIG 11:25 Cornerstone FS #CSFS 16:45 Equals Money #EQLS 20:45 Synectics #SNX 26:25 Premier Miton Investors #PMI 31:00 Cohort plc #CHRT 33:45 Elecosoft #ELCO 41:35 Silver Bullet #SBDS 43:50 Lords Group Trading #LORD 52:05 GBG Plc #GBG RWS Group #RWS 56:55 Supreme PLC #SUP 60:40 Verici Dx #VRCI 65:10 Avingtrans #AVG 69:20 Brickability Group PLC Belluscura #BELL Saietta Electric Drive #SED DGI Innovate #DGI 71:40 Yu Energy #YU. Good Energy #GOOD Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
Fri, January 19, 2024
Is it Time to Take Advantage of Negative Market Sentiment?
Is it Time to Take Advantage of Negative Market Sentiment? Taking Stock Thursday 18th January 2024 Companies discussed on “Taking Stock” today: 04:50 25:30 XP Factory #XPF 08:15 e-Therapeutics #ETX 16:50 Indivior Plc #INDV 20:10 DG Innovate #DGI 21:00 Boohoo #BOO 21:05 ASOS #ASC 21:20 Fraser Group #FRAS 29:25 Strategic Minerals #SML 30:14 Ceres Power #CWR 31:40 ITM Power #ITM 31:55 Watches of Switzerland #WOSG 36:49 Bango #BGO Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, January 18, 2024
Richard Harpham of XP Factory: Substantial growth and transformative step change in scale achieved
Richard Harpham, Chief Executive of XP Factory #XPF discusses their trading for 2023 where revenues increased by 95% and says they’ve achieved substantial growth and transformative step change in scale. Highlights Substantial growth sees XPF double revenues for the second year in a row Group turnover of circa £44.5m was 95% ahead of prior year (2022: £22.8m) Exceptional like for like sales growth delivered across both brands in the 52 weeks to 31 December 2023: Boom: up 29% Escape Hunt: up 17% Record corporate sales at Christmas drove strong like-for-like sales in December 2023 : Boom: up 50% Escape Hunt: up 20% Performance provides confidence of meeting market expectations for the financial year to 31 March 2024 TO READ THE FULL RNS CLICK HERE
Thu, January 18, 2024
Ali Mortazavi of e-therapeutics: 2023 was a Year of Remarkable Progress
Ali Mortazavi, Chief Executive Officer of e-therapeutics #ETX discusses their recent business update and describes 2023 a Year of Remarkable Progress that provided them with compelling evidence demonstrating the applicability of their computational/AI systems. About e-therapeutics plc e-therapeutics plc ("ETX") integrates computational power and biology information to discover life-transforming RNAi medicines. The Company's technology uses computation to capture and model human biology, identify novel targets, and develop RNAi medicines against those targets that can be rapidly progressed to the clinic. ETX's proprietary HepNet™ platform enables the generation and analysis of biological network models, providing a novel and mechanistic approach to drug discovery. This approach explicitly considers the true complexity of biology to make more reliable predictions from large complex data sets and ETX's proprietary hepatocyte knowledgebase - the world's most comprehensive and integrated hepatocyte-centric data resource. The Company generates, prioritises, and tests millions of hypotheses in silico to identify better therapeutic targets with higher confidence. GalOmic™, ETX's proprietary RNAi platform, enables targeted delivery to hepatocytes in the liver and the specific silencing of novel disease-associated genes, identified by HepNet™. The focus on hepatocytes offers the opportunity to tackle a wide variety of diseases. The liver is a highly metabolically active organ which performs a key role in many biological processes and vital functions crucial for human health. ETX's GalOmic™ constructs have demonstrated compelling in vivo performance in terms of depth of gene silencing and duration of action. The Company is progressing a pipeline of first-in-class RNAi candidates across a variety of therapeutic areas with high unmet need, including preclinical programs in cardiometabolic and metabolic diseases, haemophilia, and other undisclosed indications. ETX has also partnered with biopharma companies such as Novo Nordisk, Galapagos NV and iTeos Therapeutics using its computational network biology approach across a diverse range of drug discovery projects.
Wed, January 17, 2024
Inflation & Interest rates Higher for Longer = Markets Lower for Longer
Inflation & Interest rates Higher for Longer = Markets Lower for Longer Taking Stock Wednesday 17th January 2024 Companies discussed on “Taking Stock” today: 01:30 Persimmon #PSN 10:00 Silver Bullet Data Services #SBDS 11:20 Oxford Biodynamics #OBD 18:40 Poolbeg Pharma #POLB 19:35 Acuity Group #ACRM 20:55 Tirupati Graphite #TGR 21:40 Frontier Developments #FDEV 23:30 Team17 #TM17 24:20 Nexteq #NXQ 26:00 Capita #CPI 28:35 James Cropper #CRPR 30:05 Hornby #HRN 32:09 Portmeirion Group #PMP 33:50 Gamma Communications #GAMA Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, January 17, 2024
Vox Markets Fund Manager Series - Judith MacKenzie of Downing Asset Management
( Watch the video interview HERE ) In this stock picking masterclass, Judith MacKenzie of Downing takes Vox through her latest thoughts on the capital markets alongside highlighting 21 stock ideas. 00:00 Equity outlook 8:00 Cohort 10:20 Ramsdens and H&T 15:35 Inspecs 18:20 Argentex and Equals 24:05 EKF Diagnostics 28:00 Tristel 30:50 Ashtead Technology 34:00 Journeo 37:10 Avingtrans 40:55 Marlowe 43:40 XP Power 45:50 Volex 47:40 Restore 49:25 Team Internet 51:55 1Spatial 53:40 Strix 55:35 Supreme 58:15 FRP Advisory 61:05 Tatton Asset management #CHRT #RFX #HAT #SPEC #AGFX #EQLS #EKF #TSTL #AT. #JNEO #AVG #MRL #XPP #VLX #RST #TIG #SPA #KETL #SUP #FRP #TAM
Wed, January 17, 2024
Q&A: Poolbeg Pharma on target for $1bn cancer opportunity
( Watch the video interview HERE ) Vox Markets talks to Poolbeg Pharma #POLB CEO Jeremy Skillington and Chief Business Office David Allman about the latest positive results for its lead asset POLB 001 which could help it tap into what could be a $1bn market opportunity in cancer immunotherapy. 0:30 How the latest in vivo trial results strengthens and facilitates the extension of patent applications for POLB 001 in cancer immunotherapy-induced CRS 1:36 The significance of the potential for POLB 001 to be delivered as an oral therapy to allow use in an outpatient setting 3:12 How an Independent Advisory Board is supportive of POLB 001’s potential to both prevent and treat cancer immunotherapy-induced CRS. 5:02 Why the stated $1bn market opportunity in only three cancer types could be the tip of the iceberg
Tue, January 16, 2024
Will Wage Data ease Bank of England Inflation Worries?
Will Wage Data ease Bank of England Inflation Worries? Taking Stock Tuesday 16th January 2024 Companies discussed on “Taking Stock” today: 02:30 Begbies Traynor #BEG 03:15 Ocado #OCDO 05:19 Rightmove #RMV 08:43 & 22:13 Card Factory #CARD 11:17 Blue Star Capital #BLU 11:30 Equals #EQLS 12:49 Cab Payments #CABP 16:55 THG Plc #THG 18:55 Eqteq #EQT 20:28 Cairn Homes #CRN 26:10 IQGeo #IQG 32:00 Relx Plc #RELX 32:48 McBride #MCB 35:15 Ramsdens #RFX 37:05 Microsaic Systems #MSYS 37:15 Northcoders #CODE 39:20 Hercules #HERC 41:20 Motorpoint #MOTR 42:15 Vertu #VTU 43:40 Journeo #JNEO 43:45 Eagle Eye Solutions #EYE Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Tue, January 16, 2024
Q&A with Cornerstone FS CEO, James Hickman
In this interview, CEO James Hickman of Cornerstone FS #CSFS takes me through the business’: 00:00 Successful turnaround. 04:50 Their outstanding trading update (FY'23 revs up +100% to £9.6m), key USPs & improving profit margins. 13:40 International expansion strategy, tech/service roadmap & cash generation. 17:10 Outlook for 2024 and longer term, aspirational growth target.
Mon, January 15, 2024
Will house price recovery kick start the economy?
Will house price recovery kick start the economy? Taking Stock Monday 15th January 2024 Companies discussed on “Taking Stock” today: 07:30 Made Tech #MTEC 07:58 Bushveld Minerals #BMN 11:35 Polarean Imaging #POLX 12:08 Audioboom #BOOM 13:20 Union Jack Oil #UJO 14:05 Tirupati Graphite #TGR 14:28 &24:35 Base Resources #BSE 19:30 Ilika #IKA 21:20 MJ Gleeson #GLE 21:35 Taylor Wimpy #TW. 29:00 Capital Limited #CAPD 32:58 Ramsdens Holdings #RFX 35:55 Kefi Gold & Copper #KEFI Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, January 12, 2024
Finding the next Winner based on a Previous Winner
This Indicator will Signify a Bull Market in Small Caps Taking Stock Friday 12th January 2024 Companies discussed on “Taking Stock” today: 00:45 JD Sports Fashion #JD. 03:00 & 29:50 Warpaint London #W7L 07:30 Ingenta #ING 09:05 Billington #BILN 09:50 & 31:38 Angling Direct #ANG 10:50 Equals #EQLS 11:10 Cornerstone FS #CSFS 11:30 Cairn Homes #CRN 12:20 Canadian Overseas Petroleum #COPL 12:50 UK Oil & Gas #UKOG 13:10 Predator Oil & Gas #PRD 15:30 Vistry #VTY 17:46 Burberry #BRBY 30:50 Marks & Spencer #MKS 32:10 Hvivo #HVO 33:45 Focusrite #TUNE 37:20 Journeo #JNEO 48:15 Nichols #NICL 49:14 Ensilica #ENSI 50:50 Premier Miton #PMI Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, January 10, 2024
Greggs are on a roll but are they good value?
Greggs are on a roll but are they good value? Taking Stock Wednesday 10th January 2024 Companies discussed on “Taking Stock” today: 07:15 Greggs #GRG 10:00 Sainsburys #SBRY 13:05 Cornerstone FS #CSFS 15:00 Valereum #VLRM 15:20 & 27:17 Kefi Good & Copper #KEFI 15:54 Persimmon #PSN 20:45 Sondrel #SND 24:25 Sosandar #SOS 28:20 Great Western Mining #GWMO 28:48 Cellular Goods #CBX 29:05 CAP-XX #CPX 32:24 Silver Bullet Data Services #SBDS 33:20 Nightcap #NGHT 37:35 Marks Electrical #MRK 43:20 Totally #TLY 44:45 Mercantile Ports & Logistics #MPL Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, January 10, 2024
Macro Investing Masterclass with Patrick Armstrong, Edmund Shing & Harry Colvin
( Watch the video interview here ) In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) & Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including: 00:00 The global economy, inflation, interest rates & capital markets 09:15 Are UK & European equities a buy? 11:20 Preferred asset allocations. 15:00 Will 2024 US corporate EPS estimates be achieved? 18:55 Outlook for the forthcoming earnings season (Citigroup). 24:40 Should investors be overweight oil, gas & energy stocks (Shell, nuclear)? 32:25 Is the defense sector still a buy (BAe Systems)? 33:35 How to play the bond markets? 37:05 What about Bitcoin & Gold? 39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).
Tue, January 09, 2024
Consumer Storm Clouds are Appearing - What does this mean for the Market?
Consumer Storm Clouds are Appearing - What does this mean for the Market? Taking Stock Tuesday 9th January 2024 Companies discussed on “Taking Stock” today: 01:50 34:55 & 37:42 JD Fashion #JD. 03:00 & 09:00 Shoe Zone #SHOE 06:10 Hays #HAS 09:45 Celebrus Technologies #CLBS 10:20 Futura Medical #FUM 10:50 Hvivo #HVO 11:25 Trufin #TRU 12:28 Intelligent Ultrasound #IUG 18:20 MJ Gleeson #GLE 20:55 Mobile Streams #MOS 21:25 Games Workshop #GAW 23:50 Kooth #KOO 26:00 Agronomics #ANIC 27:15 Eden Research #EDEN 28:30 Plant Health Care #PHC 30:12 DigitalBox #DBOX 36:55 Avacta #AVCT 38:15 Silver Bullet Data Services #SBDS 40:20 Jupiter Fund Management #JUP Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Tue, January 09, 2024
Vox Markets Fund Manager Series: Stephen English of Stellar Asset Management
( Watch the video interview HERE ) In this stock picking masterclass, accomplished investor Stephen English of Stellar Asset Management takes me through his latest thoughts on the capital markets alongside highlighting 16 stock ideas. 00:00 Equity outlook 08:45 Animalcare 14:45 CVS Group 20:40 Anpario 25:00 Fevertree 30:50 Warpaint 36:20 Inspiration Healthcare 42:05 Avingtrans 48:35 Franchise Brands 55:40 Flowtech Fluidpower 62:00 Tracsis 66:30 Eckoh 70:20 Quartix Technologies 75:10 Oxford Metrics 81:30 Gamma Communications 85:20 Redcentric 89:55 Kitwave #ANCR #CVSG #ANP #FEVR #W7L #IHC #AVG #FRAN #FLO #TRCS #ECK #QTX #GAMA #OMG #RCN #KITW
Mon, January 08, 2024
What's your exposure to clean energy?
What's your exposure to clean energy? Taking Stock Monday 8th January 2024 Companies discussed on “Taking Stock” today: 01:00 JD Sports #JD. 01:20 Shell #SHEL 02:30 Good Energy #GOOD 06:30 ITM Power #ITM 07:05 AFC Energy #AFC 08:15 Atalaya Mining #ATYM 08:20 Antofagasta #ANTO 09:10 Verci DX #VRCI 09:15 Argo Blockchain #ARB 10:30 Yellow Cake #YCA 10:40 Geiger Counter #GCL 11:00 Aura Energy #AURA 11:35 Aterian #ATN 13:20 & 17:45 Atlantic Lithium #ALL 15:05 CleanTech Lithium #CTL 18:00 BlueJay Mining #JAY 20:25 Kefi Gold & Copper #KEFI 21:55 Helium One Global #HE1 22:00 DG Innovate #DGI 24:00 Technology Minerals #TM1 26:20 CMC Markets #CMCX Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Sun, January 07, 2024
Will this unloved sector perform like House Builders did?
Will this unloved sector perform like House Builders did? Taking Stock Friday 5th January 2024 Companies discussed on “Taking Stock” today: 05:15 Next #NXT 06:00 JD Sports #JD. 10:20 Taylor Wimpey #TW. 12:45 Destiny Pharma #DEST 13:30 Angle Plc #AGL 15:15 C4X Discovery #C4XD 19:19 Loungers #LGRS 19:50 Mitchells & Butler #MAB 20:14 JD Wetherspoon #JDW 21:45 Revolution Bars #RBG 28:38 Angling Direct #ANG 30:50 Shoe Zone #SHOE 36:00 Supreme #SUP Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, January 04, 2024
What are your Top Stock Picks for 2024?
What are your Top Stock Picks for 2024? Taking Stock Thursday 4th January 2024 Companies discussed on “Taking Stock” today: 00:45 Kefi Gold and Copper #KEFI 01:20 & 04:45 Next #NXT 02:15 Intelligent Ultrasound #IUG 02:10 & 02:35 WPP Group #WPP 02:55 Taylor Wimpey #TW. 09:05 JD Sports #JD. 12:15 Atlantic Lithium #ALL 16:20 LungLife AI #LLAI 16:40 Destiny Pharma #DEST 19:50 Angle Plc #AGL 21:52 Trufin #TRU 28:27 Silver Bullet Data Services #SBDS 23:45 easyJet #EZJ 27:55 & 36:43 Saietta #SED 29:45 Future Plc #FUTR 33:56 Agronomics #ANIC 36:55 IQAI Plc #IQAI 37:08 Byotrol Plc #BYOT 39:15 Supreme #SUP 39:45 & 41:04 Ultimate Products #ULTP 40:30 Guild Esports #GILD 41:35 Tekmar Group #TGP Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, January 04, 2024
HOT STOCKS: Paul & Justin's New Year Picks
HOT STOCKS: Paul & Justin's New Year Picks #DEST #LLAI #TRU #IHC #BELL #IUG #EQLS #GOOD #TIME #SND #JD. #PFE #WATR #oil #bitcoin After a relaxing Xmas break, the capital markets are off to the races again. Here in today’s Hot Stocks show Justin Waite & I debate: 00:00 Outlook for the year ahead 09:40 Destiny Pharma 14:20 Lunglife AI 20:20 Trufin 22:55 Inspiration Healthcare 27:00 Belluscura 29:25 Intelligent Ultrasound 32:10 Equals 36:55 Good Energy 40:15 Time Finance 45:20 Sondrel 53:45 JD Sports 55:55 Pfizer 59:45 Water Intelligence 62:05 Oil price & housebuilders Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
Thu, January 04, 2024
Q&A with Lunglife AI CEO, Paul Pagano
( Watch the video interview HERE ) In this interview, Paul Pagano CEO of Lunglife AI #LLAI takes me through Tuesday’s outstanding validation study results relating to its flagship LungLB early lung cancer test. Alongside explaining what it means for the business and how this ground-breaking diagnostic will be commercialised.
Wed, January 03, 2024
Are you a Bull or a Bear?
Are you a Bull or a Bear? Taking Stock Wednesday 3rd January 2024 Companies discussed on “Taking Stock” today: 14:43 East Imperial #EISB 16:54 C4X Discovery #C4XD 19:20 Supply@Me Capital #SYME 19:50 Audioboom #BOOM 22:15 & 32:15 Warpaint London #W7L 24:00 Chill Brands #CHLL 24:05 Supreme #SUP 24:30 & 31:30 Ondo InsurTech #ONDO 27:20 Mkango Resources #MKA 28:13 Getec Group #GTC 33:55 Intercede Group #IGP 38:00 Belluscura #BELL 38:35 Tekcapital #TEK 39:05 Good Energy #GOOD Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Tue, January 02, 2024
New Year, New Bull Market?
New Year, New Bull Market? Taking Stock Tuesday 2nd January 2024 Companies discussed on “Taking Stock” today: 07:30 Marks & Spencer #MKS 09:30 & 17:40 Time Finance #TIME 12:17 Angling Direct #ANG 14:35 Loungers #LGRS 15:45 Hvivo #HVO 18:20 LungLife AI #LLAI 21:45 Plexus Holdings #POS 26:00 Focusrite #TUNE 28:15 DG Innovate #DGI 28:25 Sareum #SAR 29:35 Elix Internationals #ELIX 31:07 Atlantic Lithium #ALL 33:40 Taylor Wimpey #TW. 36:00 Good Energy #GOOD 36:55 YouGov #YOU Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, December 29, 2023
Neil Herbert of Atlantic Lithium explains why he’s increased his stake and highlights what’s to come in 2024
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL explains why he’s increased his stake to 1.3% of the company, summarises their significant achievements in 2023 and highlights what’s to come in 2024. About Atlantic Lithium Atlantic Lithium is an AIM and ASX-listed lithium company advancing a portfolio of lithium projects in Ghana and Côte d'Ivoire through to production. The Company's flagship project, the Ewoyaa Project in Ghana, is a significant lithium spodumene pegmatite discovery on track to become Ghana's first lithium-producing mine. The Definitive Feasibility Study for the Project indicates the production of 3.6Mt of spodumene concentrate over a 12-year mine life, making it one of the top 10 largest spodumene concentrate mines in the world. The Project, which was awarded a Mining Lease in October 2023, is being developed under a funding agreement with Piedmont Lithium Inc. Atlantic Lithium holds 509km2 and 774km2 of tenure across Ghana and Côte d'Ivoire respectively, comprising significantly under-explored, highly prospective licences.
Thu, December 28, 2023
Mark Epstein of Mobile Streams discusses their Final Results & Potential of Recent Partnership
Mark Epstein CEO of Mobile Streams #MOS discusses their Final Results and the potential of their recent partnership where they intend to create one of the largest Sports Media Groups in Mexico, by partnering with one of the largest media publishers in Mexico namely Capital Media Group, together with the co-owner of Necaxa football club, the co-owner of Atlante football club, the co-owners of Capital Media Group and the Neme business family which owns Alive Sports Entertainment, one of Mexico's biggest sports event businesses. TO READ THE FULL RNS CLICK HERE
Thu, December 21, 2023
Poolbeg Pharma year in review: deepening strength
Poolbeg Pharma #POLB CEO Jeremy Skillington talks to Vox Markets about a year which has seen the global pharma industry take a keen interest in the company's innovative AI-led approach.
Thu, December 21, 2023
hVIVO year in review: bigger and better
Mo Khan, chief executive of hVIVO #HVO, talks to Vox Markets about the huge operational and financial progress the company made in 2023, and why that’s likely to continue into the new year as the group opens its new facility.
Wed, December 20, 2023
Majestic Corporation Year in Review: driving the circular economy
In this interview Vox Markets talks to Peter Lai, chief executive of metals recycling specialist Majestic Corporation #MCJ, about how the company has navigated metal price volatility in 2023, and how it's gearing up to become a major player in EV battery metal recycling. 00:26 - Introduction to the business and what is does 01:15 - You are coming up to your year end, how has performance been this year? 02:03 - How are the US and UK interest rates impacting on metal prices at the moment? 03:36 - Are you re-stocking materials now in anticipation of a price increase in 2024? 04:30 - You are also involved in battery recycling, how important is the electric vehicle industry for Majestic and do you see this as a growing sector? 5:26 - Are you building any relationships with larger brands in the electric vehicle sector? 6:43 - I see that Majestic has recently joined the board of the British Metals Recycling Association, what can we expect from your involvement here? 7:57 - Moving into 2024, what can we expect to see from Majestic?
Wed, December 20, 2023
Q&A: Poolbeg Pharma’s Jeremy Skillington on AI-led RSV breakthrough
( Watch the video interview HERE ) Jeremy Skillington, CEO of Poolbeg Pharma #POLB, talks Vox Markets through the latest positive results of its lab-based, AI led analysis of its RSV drug candidates 00:28 Details of the latest results of lab-based analysis of RSV drug candidates. 01:24 How this type of drug discovery offers cost and risk advantages over traditional forms of drug discovery. 2:41 The importance of the data quality offered by human challenge models in lab-base analysis. 4:35 The growing importance of AI in drug discovery, and how Poolbeg’s leading position should open up partnering opportunities with biopharma groups.
Mon, December 18, 2023
Vox Markets fund manager interview with Chris Mills
Mon, December 18, 2023
Good Life+ Podcast: David Buik
David Buik interviewing Charlie Chadd, CEO of the newly listed entertainment company, Good Life+
Fri, December 15, 2023
A Stock Screener for 2024
A Stock Screener for 2024 Taking Stock Friday 15th December 2023 Companies discussed on “Taking Stock” today: 02:45 Rolls Royce #RR. 03:45 Carnival #CCL 04:18 Marks & Spencers #MKS 05:00 AO World #AO. 06:43 & 26:15 Plexus #POS 09:15 Ondo InsurTech #ONDO 09:45 Cornerstone #CSFS 11:19 Hvivo #HVO 11:55 DG Innovate #DGI 13:38 Equipmake #EQIP 14:40 Rio Tinto #RIO 15:48 Metro Bank #MTRO 17:00 CMC Markets #CMCX 19:40 Videndum #VID 19:58 Facilities by ADF #ADF 21:30 Synthomer #SYNT 21:50 tinyBuild #TBLD 23:20 Horizonte Minerals #HZM 27:00 Burford Capital #BUR 28:42 Cizzle Biotechnology #CIZ 32:00 Frasers #FRAS 38:30 YouGov #YOU 39:53 GSK Plc #GSK 40:00 AstraZeneca #AZN 41:55 Silver Bullet Data Services #SBDS 45:00 Mercia Asset Management #MERC 45:50 Time Finance #TIME 46:00 Angling Direct #ANG 47:23 Virgin Wines #VINO 48:00 Naked Wines #WINE 51:30 Oxford Biodynamics #OBD Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, December 15, 2023
Vox Markets Fund Manager Series: Laurence Hulse of Dowgate Wealth
( Watch the video interview HERE ) Laurence Hulse of Dowgate Wealth takes Vox Markets through 15 compelling stock ideas including: 00:00 Outlook for equities. 06:15 Premier Miton & Liontrust Asset management. 09:05 Angling Direct 16:35 JD Wetherspoon 19:20 Comptoir Libanais 24:40 Transense Technologies 33:45 MPAC 40:20 Speedy Hire 43:50 EKF Diagnostics 49:05 Springfield properties 53:45 Vistry 56:55 RBG / Rosenblatt 62:35 Trustpilot 66:35 Team17 69:55 Windward
Fri, December 15, 2023
HOT STOCKS: Paul & Justin's Christmas Picks
HOT STOCKS: Paul & Justin's Christmas Picks 00:00 The road ahead for 2024 10:55 RWS Group 15:20 TP ICAP 18:35 UK dividend fund 21:40 Key balance sheet figures 24:25 Future 30:20 Silverbullet 34:35 Cornerstone FS 42:15 Good Energy 44:35 Avacta 50:55 Destiny Pharma plc 51:45 Polarean 56:00 How will the miners do in 2024? 58:55 Verici Dx 60:25 Belluscura 61:45 Roche 62:25 Pfizer 67:15 WATER INTELLIGENCE PLC 70:20 essensys 72:15 Intelligent Ultrasound 73:00 Sondrel 75:35 TruFin plc Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
Thu, December 14, 2023
The Banker Rally Starts Now!
The Banker Rally Starts Now! Taking Stock Wedesday 13th December 2023 Companies discussed on “Taking Stock” today: 01:40 Ocado #OCDO 08:55 musicMagpie #MMAG 13:15 Future Plc #FUTR 17:00 Pfizer $PFE 22:38 Curry’s #CURY 24:50 AO World #AO. 26:30 Deliveroo #ROO 27:20 Aptamer Group #APTA 28:40 Ensilica #ENSI 32:45 Barclays #BARC 33:45 Impax Asset Management #IPX 34:10 Abrdn #ABDN 34:20 Hargreaves Lansdown #HL. 36:39 Allergy Therapeutics #AGY 40:30 Card Factory #CARD 41:20 Destiny Pharma #DEST 42:30 Good Energy #GOOD 46:10 Audioboom #BOOM 53:08 Silver Bullet Data Services #SBDS Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, December 13, 2023
2024 will see a Recession fuelled Rally
2024 will see a Recession fuelled Rally Taking Stock Wedesday 13th December 2023 Companies discussed on “Taking Stock” today: 01:30 05:05 McBride #MCB 07:40 & 10:30 Volution #FAN 07:55 & 12:40 Eneraqua #ETP 14:24 & 22:22 AJ Bell #AJB 15:00 Chemring #CHG 19:00 Essentially #ESSN 19:25 Hvivo #HVO 23:10 Avacta #AVCT 31:25 Greatland Gold #GGP 32:18 Bushveld #BMN 33:23 Power Metal Resources #POW 34:00 Revolution Beauty #REVB 35:00 Seeing Machines #SEE 38:05 Cohort #CHRT Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, December 13, 2023
Q&A with Avacta's CEO Alastair Smith
Following the release of important safety & efficacy data wrt Avacta's AVA6000 phase 1a clinical trial, I was delighted to catchup again with CEO Alastair Smith, who took me through the hugely significant news.
Wed, December 13, 2023
Q&A: hVivo’s Mo Khan on the company’s latest mega-deal
( Watch the video interview HERE ) Mo Khan, chief executive of hVivo #HVO, tells Vox about a new £17m human challenge contract with an existing customer, and the progress the company’s made to deliver better than expected results this year. 0:41 Mo Khan explains the details of the latest human challenge contract, a £17m deal with an existing top 5 global pharma group to test its respiratory syncytial virus (“RSV”) antiviral drug candidate, to be delivered over 2024 and 2025. 2:35 How this multi multi-cohort trial differs from the more common drug-versus-placebo approach, allowing customers to assess dosing as well as efficacy by more closely mirroring real world disease progress and further derisk 5:32 A flavour of this year’s numbers and how operational efficiencies have driven Ebitda margins over 20%, of which further details will be provided in a fuller trading update in January.
Tue, December 12, 2023
Bad News = Good News
Bad News = Good News Taking Stock Tuesday 12th December 2023 Companies discussed on “Taking Stock” today: 00:25 & 05:00 Hargreaves Lansdown #HL. 01:10 & 11:05 Unilever #ULVR 05:00 AJ Bell #AJB 05:40 Standard Life Aberdeen #ABDN 07:50 Begbies Traynor #BEG 08:20 H&T #HAT 11:50 Future #FUTR 16:10 Yellow Cake #YCA 17:30 Cohort #CHRT 19:08 Jubilee Metals #JLP 23:20 Mobile Stream #MOS 24:14 Atlantic Lithium #ALL 25:00 Cleantech Lithium #CTL 27:00 Belluscura #BELL 27:35 Sosandar #SOS 28:40 Next #NXT 30:10 MS International #MSI 35:19 Image Scan Holdings #IGE 33:35 Headlam #HEAD 38:40 Solid State #SOLI 39:23 McBride #MCB 39:50 Good Energy #GOOD 41:40 RWS Holdings #RWS Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Mon, December 11, 2023
Vox Markets Fund Manager Series: Q&A with Amati Global Investors fund manager, Dr Paul Jourdan
( Watch the video interview HERE ) In this interview, Paul Jourdan of Amati Global takes Vox Markets through in detail 22 stock ideas including: 00:00 Outlook for equities. 03:40 Aurrigo International #AURR & difficulties raising finance 08:40 AB Dynamics #ABDP 10:55 Saietta #SED 16:50 Fadel Partners #FADL 19:40 Tracsis #TRCS 22:10 Yougov #YOU 26:35 Keywords Studios #KWS 31:20 GB Group #GBG 34:35 SRT Marine Systems #SRT 38:10 Pebble Group #PEBB 39:55 Learning Technologies Group #LTG 43:05 Craneware #CRW 46:35 Intelligent Ultrasound #IUG 48:40 Forex / international payments: Alpha International #ALPH & Equals #EQLS 56:10 Water Intelligence #WATR 59:35 Qinetiq #QQ 01:03:30 Housing market: Vistry #VTY & Brickability #BRCK 01:07:25 CVS Group #CVSG 01:10:10 XP Power #XPP 01:13:10 Volex #VLX
Mon, December 11, 2023
Market Moving News
Market Moving News Taking Stock Monday 11th December 2023 Companies discussed on “Taking Stock” today: 01:56 Saietta #SED 02:30 Poolbeg Pharma #POLB 02:20 Cornerstone #CSFS 03:41 Powerhouse Energy #PHE 03:50 Premier African Minerals #PREM 04:00 XP Factory #XPF 04:20 ITM Power #ITM 05:20 & 25:27 Hargreaves Lansdown #HL. 06:30 DG Innovate #DGI 07:45 Ilika #IKA 12:30 Good Energy #GOOD 13:00 LingLife AI #LLAI 15:08 Synectics #SNX 18:15 Begbies Traynor #BEG 21:13 & 27:49 & 29:55 Intelligent Ultrasound #IUG 23:30 Glencore #GLEN 24:30 Anglo American #AAL Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, December 08, 2023
This is one chart you need to keep an eye on...
This is one chart you need to keep an eye on... Taking Stock Friday 8th December 2023 Companies discussed on “Taking Stock” today: 07:45 Diageo #DGE 08:10 Burberry #BRBY 10:00 Focusrite #TUNE 10:10 & 19:15 Future Plc #FUTR 13:10 AstraZeneca #AZN 15:00 & 16:44 Belvoir #BLV 16:09 Motorpoint #MOTR 16:20 Vertu #VTU 18:20 Cohort #CHRT 19:00 LBG Media #LBG 20:00 Team17 #TM17 20:40 TinyBuild #TINY 21:20 Ingenta #ING 23:45 Pebble Group #PEBB 25:40 Rio Tinto #RIO 30:40 Eneraqua #ETP 33:30 Landore Resources #LND 34:05 Contango Holdings #CGO 34:35 eEnergy #EAAS 35:50 XP Factory #XPF 36:05 On The Beach #OTB 38:30 & 41:20 Vodafone #VOD 40:12 BT Group #BT.A Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, December 07, 2023
Vox Markets Fund Manager Series: Gaurav Narain of the India Capital Growth Fund
( Watch the video interview HERE ) In this masterclass of investing, Gaurav Narain of River Global who runs the India Capital Growth fund takes Vox Markets through 15 stock ideas including: 00:00 Differences & attractions of investing in India 05:00 Secular growth drivers underpinning the economy 14:25 Outlook for Indian earnings & equities 21:20 ‘Buffett-esk’ investment criteria 24:20 Financial sector: Federal, IDFC & IndusInd banks 29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India 44:05 Healthcare: Neuland Laboratories 48:10 Technology: Persistent Systems, Tech Mahindra & Dixon Technologies 54:55 Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings
Thu, December 07, 2023
The One Quality you need to Make Money in the Stock Market
The One Quality you need to Make Money in the Stock Market Taking Stock Thursday 7th December 2023 Companies discussed on “Taking Stock” today: 01:00 & 22:30 Future Plc #FUTR 09:50 Polarean Imaging #POLX 17:50 Shield Therapeutics #STX 22:00 Silver Bullet Data Services #SBDS 22:30 & 28:30 Vertu #VTY 23:00 Motorpoint #MOTR 26:15 Deliveroo #ROO 26:47 easyJet #EZJ 29:40 Games Workshop #GAW 33:45 Tui Plc #TUI 34:55 AJ Bell #AJB 37:20 Hargreaves Lansdown #HL. 39:43 Barratt Developments #BDEV 39:50 Taylor Wimpey #TW. 40:00 & 44:14 Persimmon #PSN Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, December 07, 2023
Andrew Bell of Red Rock Resources: In a couple of months time we will be a transformed company
Andrew Bell, Chairman, of Red Rock Resources #RRR discusses operations and says in a couple of months time they will be a transformed company, be sitting on cash and generating revenue.
Wed, December 06, 2023
Momentum: 5 Micro Cap Companies, with Revenue Growth, Trading at 3 Month Highs
Momentum: 5 Micro Cap Companies, with Revenue Growth, Trading at 3 Month Highs Taking Stock Wednesday 6th December 2023 Companies discussed on “Taking Stock” today: 01:38 British American Tobacco #BATS 04:30 Silver Bullet Data Services #SBDS 06:20 Bushveld Minerals #BMN 07:52 Ilika #IKA 09:40 Mindflair #MFAI 09:41 Sure Valley Ventures #SURE 10:39 Oxford Metrics #OMG 11:10 Ten Entertainment #TEN 11:37 & 44:40 XP Factory #XPF 16:30 Redde Northgate #REDD 23:25 GS Technologies #GST 26:10 Belvoir #BLV 26:55 Essensys #ESYS 27:25 Skillcast #SKL 28:40 Intercede Group #IGP 30:00 Wentworth Resources #WEN 30:30 Serica Energy #SQZ 31:45 Power Metals Resources #POW 32:38 System1 #SYS1 <a href="https://www.youtube
Wed, December 06, 2023
Nick Lee of Mindflair & Barry Downes of Sure Valley Ventures: An opportunity to own a piece of the AI Future
Nick Lee Director of Mindflair Follow #PIRI & Barry Downes Managing Partner Sure Valley Ventures Follow #SURE explain their strategy and intention to invest in multiple AI companies. Nicholas Lee, Director of Mindflair, commented: "We believe that our new name and website better reflect and highlight the current focus of the Company which provides listed equity investors with exposure to a portfolio of AI technology companies. In particular, Mindflair: - Provides exposure to a portfolio of 19 companies through direct and indirect investments with a focus on AI which we are seeking to grow; - Co-invests with leading investors including the British Business Bank and Enterprise Ireland; - Provides public market investors with exposure to a private venture capital portfolio at a significant discount to NAV; and - Has cost efficient access to leading sector experts in AI. TO READ THE FULL RNS CLICK HERE
Tue, December 05, 2023
If cash is King, then this small cap is British Royalty
If cash is King, then this small cap is British Royalty. Taking Stock Tuesday 5th December 2023 Companies discussed on “Taking Stock” today: 02:50 & 19:59 BT Group #BT .A 04:30 Barratt Developments #BDEV 09:50 Oxford Metrics #OMG 12:29 Water Intelligence #WATR 15:57 & 20:25 Premier Miton #PMI 21:20 Fintel #FNTL 23:05 Diversified Energy #DEC 23:28 Valrix #VAL 24:10 Helium One Global #HE1 24:25 Gfinity #GFIN 24:40 On the Beach #OTB 27:15 SSP Group #SSP 28:20 TinyBuild #TINY 30:10 Team17 #TM17 31:55 Quiz Plc #QUIZ 34:53 Solid State #SOLI 36:25 CML Microsystems #CML 37:30 Gooch & Housego #GHH 39:50 Velocys #VLS <a href="https://www.yo
Tue, December 05, 2023
Q&A with Paul Scott of Stockopedia
( Watch the video interview HERE ) In this interview, 1st class investor Paul Scott of Stockopedia takes Vox Markets through: 00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023. 16:50 Plexus & portfolio position sizing 31:35 MS International 33:50 Spectra Systems 37:30 Equals 41:30 Record, Argentex & Cornerstone FS 45:50 General health of UK consumer & Cake Box 51:50 XP Factory & Revolution Bars 54:50 Supreme 61:35 Gresham Technologies 64:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms 73:35 Kier & adjusting for pension schemes 79:20 Renold 82:10 Zotefoams & top slicing winners 88:30 Fonix Mobile & general areas to avoid in 2024
Mon, December 04, 2023
Bitcoin Vs Gold - which has more upside?
Bitcoin Vs Gold - which has more upside? “Bitcoin & Gold is rallying but which has more upside?” 00:45 Taking Stock Monday 4th December 2023 Companies discussed on “Taking Stock” today: 06:00 & 14:59 Argo Blockchain #ARB 07:25 Quantum Blockchain #QBT 10:55 Thor Energy #THR 12:30 Golden Metals Resources #GMET 13:52 Avacta #AVCT 16:35 boohoo #BOO 17:25 Vast Resources #VAST 18:05 ITM Power #ITM 20:00 AFC Energy #AFC 29:15 Frasers Group #FRAS 30:44 Wise Plc #WISE 32:37 Cornerstone FS #CSFS 34:30 Deltex Medical #DEMG 38:10 XP Factory #XPF Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, December 01, 2023
HOT STOCKS: Paul & Justin are bullish for 2024
HOT STOCKS: Paul & Justin are bullish for 2024 In today’s 1st Dec festive Hot Stocks show, Santa Justin Waite & myself of Vox markets run through 00:00 Where are equities heading in 2024? 11:45 Sondrel #SND Pfizer $PFE 14:50 James Halstead #JHD 17:15 Assetco #ASTO 20:10 Equals #EQLS 23:20 Supreme #SUP 26:25 Good Energy #GOOD 29:10 Destiny Pharma #DEST 29:35 Trufin #TRU 31:45 XP Factory #XPF 33:50 Silver Bullet Data Services #SBDS 36:20 Intelligent Ultrasound #IUG 38:35 GB Group #GBG 40:20 Stocks on the watch list 42:00 Ingenta #ING 43:35 Water Intelligence #WATR 47:00 Focusrite #TUNE Team17 #TM17 Future Group #FUTR 50:10 Motorpoint #MOTR Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFZrN192cm1sRktraDhXeFR2RXJuTk5iLXJxUXxBQ3Jtc0trU
Fri, December 01, 2023
This is why the market has, probably, bottomed
This is why the market has, probably, bottomed Taking Stock Friday 1st December 2023 Companies discussed on “Taking Stock” today: 01:55 Barratt Developments #BDEV 02:00 Bellway #BWY 02:05 Redrow #RDW 02:10 Persimmon #PSN 02:15 Taylor Wimpey #TW . 03:40 Van Elle #VANL 07:15 Angling Direct #ANG 08:00 Good Energy #GOOD 08:20 Destiny Pharma #DEST 08:25 Molten Ventures #GROW 10:30 Marula Mining #MARU 11:00 Mind Gym #MIND 14:40 Crest Nicholson #CRST 15:50 Ceres Power #CWR 17:38 Ondo InsurTech #ONDO 19:35 Kooth #KOO 19:54 RUA Life Sciences #RUA 22:05 Sondrel #SND 24:40 H&T #HAT 26:00 Billington Holdings #BILN <a href="https://www.youtube.com/watch?v=4tFzQ35Er6
Thu, November 30, 2023
Is this company a good recovery play?
Is this company a good recovery play? Taking Stock Thursday 30th November 2023 Companies discussed on “Taking Stock” today: 02:50 & 08:25 Dr Martens #DOCS 04:50 Ashtead Technology #AT . 09:15 Cizzle Biotechnology #CIZ 11:10 XP Factory #XPF 13:25 Team17 #TM17 17:35 Empire Metals #EEE 17:40 Kelso Group #KLSO 18:20 Baron Oil #BOIL 18:45 Greatland Gold #GGP 19:12 Atlantic Lithium #ALL 19:30 Poolbeg Pharma #POLB 20:00 Zoo Digital #ZOO 26:20 ME Group #MEGP 33:14 & 33:57 AssetCo #ASTO 33:15 Ashmore #ASHM 33:20 Bridgepoint #BPT 33:25 Brooks MacDonald #BRK 33:30 Man Group #EMG 33:35 3i Group #III <a href="https://www.youtube.com/watch?v=q8k
Thu, November 30, 2023
Macro Investing Masterclass, with Chris Watling & Patrick Armstrong
( Watch the video interview HERE ) In this Xmas edition of Macro Investing Masterclass, Chris Watling (CEO Longview Economics) & Patrick Armstrong (CIO Plurimi Wealth) run through their 2024 predictions wr: 00:00 Global economy, inflation & interest rates 09:55 China 13:00 Stock markets, profit margins & corporate earnings 20:25 Are cheap UK & European equities value plays & value traps 25:15 Fixed income & bonds 28:00 Money Supply 31:40 Key risks, favourite investment ideas & which sectors to avoid
Thu, November 30, 2023
Neil Herbert of Atlantic Lithium: Longest pegmatite interval intersected in drilling programme this year
Neil Herbert, Executive Chairman of Atlantic Lithium Follow #ALL discusses results from their recent drilling campaign where they have intercepted the longest pegmatite interval this year. This intercept is outside of the current Mineral Resource Estimate at the Company's flagship Ewoyaa Lithium Project, which means it could significantly increase the potential for a resource upgrade. Highlights - Multiple broad intervals of visible spodumene reported in drilling outside of the current MRE1, significantly increasing the potential for a resource upgrade. - Longest reported continuous pegmatite interval in the 2023 drilling programme to date of 106m in hole GRC1020 from 6m at the Dog-Leg extension target on the northern tip of the Ewoyaa Main deposit. - Visible coarse-grained spodumene fragment intervals reported at shallow depths in holes: · GRC1017 : 51m interval of 25-30% visual estimated spodumene modal abundance from 83m · GRC1020 : 74m interval of 20-25% visual estimated spodumene modal abundance from 39m and a 41m interval of 20-25% visual estimated spodumene modal abundance from 137m · GRC1021 : 24m interval of 15-25% visual estimated spodumene modal abundance from 93m - Coarse-grained, P1-type spodumene pegmatite is preferred for the Dense Media Separation ("DMS") process flowsheet considered in the Definitive Feasibility Study for the Project ( refer announcement of 29 June 2023 ). - Resource drilling ongoing; completion of the enhanced 26,500m planned programme ( refer announcement of 7 November 2023 ) targeted for Q2 2024. ( TO READ THE ENTIRE RNS CLICK HERE )
Wed, November 29, 2023
Lessons from Munger
Lessons from Munger Taking Stock Wednesday 29th November 2023 Companies discussed on “Taking Stock” today: 11:00 & 19:08 Ocado #OCDO 11:10 JD Sports Fashion #JD . 13:05 Empire Metals #EEE 14:00 Metals One #MET1 15:05 & 18:43 Silver Bullet Data Services #SBDS 16:40 Ethernity #ENET 17:30 Tintra #TNT 17:55 Real Good Food #RGD 19:30 Mosman Oil & Gas #MSMN 19:45 Equals #EQLS 21:05 & 35:00 Halfords #HFD 22:54 Motorpoint #MOTR 28:50 Verditek #VDTK 31:30 LifeSafe Holdings #LIFS 34:14 Distribution Finance #DFCH 37:50 Greatland Gold #GGP 38:50 Pan African Resources #PAF 39:24 Kodal Minerals #KOD Download the FREE Vox Markets app, and receive RNS's via notification, by clicking
Wed, November 29, 2023
Jonathan Owen of Metals One: Drilling to start next to Europe's largest operating nickel mine
Jonathan Owen, CEO of Metals One #MET1 discusses how drilling is about to commence at their Black Schist Project, which is located next to Europe's largest operating nickel mine. Jonathan also explains why the company has formally submitted six new licence applications and reservations in both the Rautavaara and Paltamo project areas which constitute the Black Schist Project. Highlights Metals One #MET1, which is advancing battery metal projects at brownfield sites in Finland and Norway, announces that the Finnish Safety and Chemicals Agency ("Tukes") has granted the Company an extension to its Rauta 9-11 licence at the Black Schist Project (nickel, copper, cobalt, zinc). Metals One now has the right to prospect on all land within the licence for an additional three years until November 2026, and the Company will next week commence a ~1,600m diamond drilling programme at an extension to the Rautavaara S "R1" target in the Rauta 9-11 licence area (referred to by the Company as the "R1 Hook"). The licence extension was granted following extensive landowner and community consultation, as well as an inspection of the Company's proposed exploration programme, and will enable Metals One to focus on significantly increasing the Black Schist Project's existing Inferred Mineral Resource of 28.1 Mt of Talvivaara-type mineralised material at a grade of 0.19% Ni (53,800t), 0.10% Cu (27,900t), 0.01% Co (3,400t) and 0.38% Zn (180,000t). TO READ THE FULL RNS CLICK HERE
Tue, November 28, 2023
If Winners keep Winning - who are today's Winners?
If Winners keep Winning - who are today's Winners? Taking Stock Tuesday 28th November 2023 Companies discussed on “Taking Stock” today: 03:00 Next #NXT 04:23 & 06:00 09:20 Rolls Royce #RR. 08:25 Good Energy #GOOD 10:17 B. P. Marsh #BPM 10:58 Journeo #JNEO 13:00 Upland Resources #UPL 13:26 Atlantic lithium #ALL 15:05 & 16:15 easyJet #EZJ 15:55 Metro Bank #MTRO 16:30 DP Eurasia #DPEU 17:20 Rightmove #RMV 17:35 OnTheMarket #OTMP 18:10 Crimson Tide #TIDE 19:10 Supreme #SUP 21:45 Focusrite #TUNE 26:30 Hochschild #HOC 27:12 Hummingbird Resources #HUM 27:53 Shield Therapeutics #STX 28:30 Venture Life #VLG 29:19 Kinovo #KINO 31:25 Marlowe #MRL 32:50 Warpaint #W7L Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Tue, November 28, 2023
Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
( Watch video interview HERE ) After releasing record H1 results today alongside upgrading FY'24 guidance. CEO Sandy Chadha and CFO Suzanne Smith of Supreme (SUP) explain what's been driving the terrific top & bottom performance.
Mon, November 27, 2023
4 Small Profitable Companies Crossing their 200 Day Moving Average
4 Small Profitable Companies Crossing their 200 Day Moving Average Taking Stock Monday 27th November 2023 Companies discussed on “Taking Stock” today: 00:34 & 03:55 Creightons #CRL 03:00 Hemogenyx Pharmaceuticals #HEMO 06:00 Scirocco Energy #SCIR 06:26 Frontier Developments #FDEV 09:55 Team17 #TM17 11:30 Vodafone #VOD 13:30 Empire Metals #EEE 14:17 Andrada Mining #ATM 14:45 Horizonte Minerals #HZM 16:13 Valereum #VLRM 16:27 Gfinity #GFIN 17:13 Bluestar Capital #BLU 19:28 Metals Exploration #MTL 20:42 Polarean Imaging #POLX 21:06 Revolution Beauty #REVB 21:53 Busveld Minerals #BMN 21:05 Powerhouse Energy #PHE 22:30 East Star Resources #EST 22:50 Concurrent Technologies #CNC <a href="https://w
Fri, November 24, 2023
When does the Santa Rally usually start?
When does the Santa Rally usually start? Taking Stock on Friday 24th November 2023 Companies discussed on “Taking Stock” today: 00:40 & 25:20 Ten Lifestyle #TENG 05:45 XP Power #XPP 05:50 Videndum #VID 06:00 SigmaRoc #SRC 07:30 BSF Enterprise #BSFA 07:50 Aurrigo #AURR 10:25 Team17 #TM17 16:25 & 42:20 Diageo #DGE 17:06 Harland & Wolff #HARL 17:53 Legal & General #LGEN 18:49 Ilika #IKA 24:52 Totally #TLY 29:30 Future Plc #FUTR 40:30 Dr. Martens #DOCS 41:20 Unilever #ULVR Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, November 24, 2023
Q&A with Oncimmune CEO, Martin Gouldstone
( Watch the video interview HERE ) In this interview, CEO Martin Gouldstone of Oncimmune (ONC) - a global leader in immune biomarkers and immunodiagnostics – takes Vox Markets through: 00:00 His first impressions of the business & how ONC's services are used in the field. 07:00 Revised commercial strategy 17:45 Current health of the sector 21:20 Size of the addressable market 28:55 Roadmap & timelines ahead
Thu, November 23, 2023
5 Bargain Shares?
5 Bargain Shares? Taking Stock on Thursday 23rd November 2023 Companies discussed on “Taking Stock” today: 03:20 National Grid #NG . 04:12 31:05 Motorpoint #MOTR 05:15 Cambridge Nutritional Sciences #CNSL 06:45 Intelligent Ultrasound #IUG 08:20 Wildcast Petroleum #WCAT 08:40 & 10:27 Jersey Oil & Gas #JOG 09:38 United Oil & Gas #UOG 10:40 & 22:00 Serica Energy #SQZ 11:10 Jet2 #JET2 11:50 Cleantech Lithium #CTL 15:20 & 23:50 Polarean Imaging #POLX 17:35 & 24:35 Kooth #KOO 21:05 Centrica #CNA 22:10 Jarvis Securities #JIM 22:30 IG Group #IGG 23:00 Arbuthnot Banking #ARBB 25:14 Oxford Biodynamics #OBD 26:40 Helle
Wed, November 22, 2023
Vox Markets Fund Manager Series: James Sym of River & Mercantile
In this interview, European fund manager James Sym of River & Mercantile takes Vox Markets through 19 stocks ideas. 00:00 Outlook for equities 05:45 Novo Nordisk 11:25 Roche 14:50 Sanofi 16:15 ASML Holdings 18:15 BE Semiconductor 24:30 Air Liquide 27:00Metso 33:50 Sensirion 38:50 Airbus 43:20 Stellantis & Renault 49:45 FMCG stocks: Nestle & Carlsberg 53:55 Luxury sector: LVMH, EssilorLuxottica, Swatch & Rémy Cointreau 59:40 Banks: UBS & Swedbank 66:55 What investors should avoid doing
Wed, November 22, 2023
Neil Herbert of Atlantic Lithium: We are advancing on multiple work streams at the Ewoyaa Lithium Project
Neil Herbert Executive Chairman of Atlantic Lithium #ALL discusses the multiple work streams that are advancing in the development of the Ewoyaa Lithium Project, where they are targeting the commencement of construction in late 2024 and initial production in early 2025. Highlights - Bulk Customer Permit awarded in respect of the electricity requirements of the Company's Ewoyaa Lithium Project, expected to deliver a 30-50% overall power cost reduction for the Project. - Key contracts on the critical path for the Project progressing, including: · Advanced discussions ongoing for the award of the Engineering, Procurement, Construction and Management ("EPCM") contract for the main processing plant and all non-processing infrastructure; · Tender stage underway to appoint a mining contractor and for the procurement of the modular Dense Media Separation ("DMS") unit, respectively; · Tender stage to commence imminently for the procurement of the mobile crusher to feed the modular DMS unit; and · Award of the contract to divert the transmission lines crossing the Project site expected in Q2 2024. - Completion of the Flotation Scoping Study; results confirm the viability of the inclusion of a downstream flotation circuit at Ewoyaa for future value addition. - Maiden feldspar Mineral Resource Estimate expected in Q4 2023; in line with the Feldspar Study underway to evaluate the viability of the production of feldspar as a by-product of spodumene production at the Project. - Work underway with Engineering Procurement and Construction firm Mincore to assess the potential to establish a downstream lithium conversion plant in Ghana, as agreed under the terms of the grant of the Mining Lease for the Project. - Appointment of three General Managers, including General Manager, Operations, as the Company steps up recruitment to strengthen its leadership team, with a focus on mine build and operating experience, as it transitions from explorer and developer to producer. ( TO READ THE FULL RNS CLICK HERE )
Tue, November 21, 2023
Are UK Small Caps about to get a Boost?
Are UK Small Caps about to get a Boost? Taking Stock Tuesday 21st November 2023 Companies discussed on “Taking Stock” today: 04:35 & 10:05 & 19:00 XP Factory #XPF 06:25 Quantum Blockchain #QBT 07:50 & 23:35 Silver Bullet Data #SBDS 09:25 Ashtead Technology #AT . 11:10 & 13:20 Intercede #IGP 11:58 Asos #ASC 13:00 Warpaint #W7L 19:20 Angling Direct #ANG 20:00 Trufin #TRU 21:05 Poolbeg Pharma #POLB 22:27 Fintel #FNTL 23:20 Wildcat Petroleum #WCAT 23:45 Good Energy #GOOD 24:43 Ilika #IKA 25:26 UK Oil & Gas #UKOG 26:45 Serica Energy #SQZ 27:10 Avon Protection #AVON 29:50 Calnex Solutions #CLX <a href="https://www.youtube.com
Tue, November 21, 2023
Vox Markets Fund Manager Series: Richard Staveley of Rockwood Strategic
In this interview, Richard Staveley of Rockwood Strategic (RKW) takes Vox Markets through in detail 12 compelling stock ideas including: 00:00 Outlook for equities. 09:30 Pressure Technologies #PRES 18:15 Argentex #AGFX 26:50 James Fisher #FSJ 40:50 RM #RM. 47:50 Galliford Try #GFRD 54:25 Van Elle Holdings #VANL 59:35 STV Group #STVG) 01:07:30 M&C Saatchi #SAA 01:16:10 Centaur Media #CAU 01:27:00 Hostmore #MORE 01:36:35 Filtronic #FTC 01:48:35 Restore #RST 01:59:40 What to avoid
Tue, November 21, 2023
Fintel Q&A: Building the perfect platform through smart M&A
In this interview Vox speaks to Fintel’s #FNTL joint CEO Matt Timmins about a busy year on the M&A front as the group continues its mission to build a single unified technology and data platform to help the retail financial services industry deliver improved customer outcomes. 0:40 Discusses the recent acquisition of Vouched For and AKG, the latest of four acquisitions completed this year. 1:38 The rationale behind Fintel’s buy-and-build strategy to build a one stop shop to support financial advisers with technology and data. 4:55 What’s behind Fintel’s success in M&A, including financial firepower, a clear strategy, and finding companies with unique offerings that share Fintel’s culture of winning by providing the best experience to customers. 8:45 How difficult markets has increased number of acquisition opportunities at realistic valuations. 9:31 How improving customer outcomes underpins all of Fintel’s strategy and M&A plans 10:45 Managing the integration of acquired businesses, and how every deal is approached on a case-by-case basis. 13:35 What’s coming up on the M&A front, and the types of businesses Fintel continues to look to acquire
Mon, November 20, 2023
Do you have a favourite stock?
Do you have a favourite stock? Taking Stock Monday 20th November 2023 Companies discussed on “Taking Stock” today: 01:00 Ashtead #AHT 01:35 Unilever #ULVR 01:40 & 16:29 Legal & General #LGEN 01:45 National Grid #NG . 01:50 Time Finance #TIME 02:18 & 13:15 Ocado #OCDO 02:28 & 09:22 Agronomics #ANIC 04:48 Ilika #IKA 07:20 Thruvision #THRU 10:25 Helium One #HE1 13:30 Ondo InsurTech #ONDO 15:15 Velocys #VLS 16:10 & 19:00 Bushveld Minerals #BMN 16:50 Time Finance #TIME 17:25 musicMagpie #MMAG 20:50 Hotel Chocolat #HOTC 21:30 Technology Minerals #TM1 24:05 Oriole Resources #ORR <a href="https://www.youtube.com/watch?v=dbLZMotWnVk&t
Fri, November 17, 2023
There maybe trouble ahead...
There maybe trouble ahead... Taking Stock Friday 17th November 2023 Companies discussed on “Taking Stock” today: 15:35 Card Factory #CARD 16:10 BP Marsh #BPM 17:57 Anpario #ANP 17:55 Light Science Technologies Holdings #LST 18:00 Ocean Harvest Technology #OHT 18:05 Eden Research #EDEN 18:15 Plant Health Care #PHC 18:28 Intelligent Ultrasound #IUG 20:00 Metals One #MET1 20:24 AMTE Power #AMTE 23:00 & 31:05 Silver Bullet Data Services #SBDS 23:20 Chill Brands #CHLL 24:20 Valereum #VLRM 31:43 & 34:52 AFC Energy #AFC 33:55 Team17 #TM17 37:40 Jersey Oil & Gas #JOG 39:05 Gresham Technologies #GHT 39:45 Real Good Food #RGD 42:20 Destiny Pharma <a href="https://www.youtube.com/hasht
Thu, November 16, 2023
HOT STOCKS: Paul & Justin discuss company's & charts!
HOT STOCKS: Paul & Justin discuss company's & charts! In today’s fast paced stock picking fest, sharp eyed investor Justin Waite & myself of Vox Markets run through... 00:00 Why the markets have reached an inflection point 05:20 Verici Dx 14:45 Gleeson Homes 18:25 Venture Life Group plc 25:30 PayPal 26:55 GBG Plc 28:45 Avingtrans 31:45 Destiny Pharma plc 36:40 Good Energy 37:30 IXICO 43:15 Saietta Electric Drive 46:10 Favourite UK dividend stocks: iShares dividend UCITS, Legal & General and TP ICAP 50:10 Undervalued smallcaps. 49:45 Silver Bullet Systems 55:05 AssetCo plc with significant upside 61:00 Argentex Group PLC Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
Thu, November 16, 2023
Neil Herbert of Atlantic Lithium: Why we rejected a bid at a 65% premium to the share price
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL explains why they rejected a bid for the company from their biggest shareholder, Assore, which was at a 65% premium to the share price. Highlights Atlantic Lithium, the African-focused lithium exploration and development company targeting to deliver Ghana's first lithium mine, announces that on 7 November 2023, the Company's major shareholder Assore International Holdings Limited presented a conditional and non-binding offer to acquire all of the shares in the Company that it does not already own, pursuant to a scheme of arrangement, at an offer price of £0.33 per share (A$0.63). ( To read the full RNS click here )
Thu, November 16, 2023
Q&A with Verici DX CEO Sara Barrington
( Watch video interview HERE ) In this interview CEO Sara Barrington of Verici DX #VRCI - a developer of advanced clinical diagnostics for organ transplant - takes Vox Markets through yesterday's potentially transformational licensing & commercialisation agreement with life sciences giant Thermo Fisher Scientific. Explaining how the relationship will work, the companies' long term vision and importantly what each party brings to this hugely significant deal.
Wed, November 15, 2023
The Only Way is Up! (except for Inflation)
The Only Way is Up! (except for Inflation) Taking Stock Wednesday 15th November 2023 Companies discussed on “Taking Stock” today: 08:00 Verici DX #VRCI 12:15 James Halstead #JHD 13:14 Future Plc #FUTR 15:23 Hemogenyx #HEMO 17:10 Hargreaves Lansdown #HL . 17:30 MJ Gleeson #GLE 18:45 Taylor Wimpey #TW . 19:00 Persimmon #PSN 20:18 Helium One #HE1 21:58 Atlantic Lithium #ALL 23:27 Asiamet Resources #ARS 24:10 Bluestar Capital #BLU 25:05 Audioboom #BOOM 27:43 Henry Boot #BOOT 28:43 Wincanton #WIN 32:10 Aurrigo #AURR 34:05 Renalytix #RENX 36:15 Silver Bullet Data Services #SBDS 42:30 Team Internet #TIG Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: <a href="https://www.youtube.com/redirect?event=video_desc
Wed, November 15, 2023
Q&A with private investor, Roland Head
( Watch the video interview HERE ) 00:00 2024 equity outlook & attractions of an income strategy 05:40 Clarkson #CKN 07:35 Zotefoams #ZTF 11:20 Intertek #ITRK 13:35 Bodycote #BOY 17:10 Legal & General #LGEN 21:50 Close Brothers #CBG 24:40 IG Group #IGG 27:10 Burberry #BRBY 30:35 Dunelm #DNLM 34:30 Moneysupermarket #MONY 38:50 Kitwave #KITW 41:35 DCC #DCC 45:35 Computacenter #CCC 49:35 NWF #NWF 52:30 Bellway #BWY 58:25 Page Group #PAGE 01:00:00 RWS Holdings #RWS 01:04:45 Jersey Electricity #JEL 01:08:15 Things to avoid
Wed, November 15, 2023
Is Inflation about to drop below 5%?
Is Inflation about to drop below 5%? Taking Stock Tuesday 14th November 2023 Companies discussed on “Taking Stock” today: 05:29 06:30 Ondo Insurtech #ONDO 05:50 Good Energy #GOOD 05:55 Destiny Pharma #DEST 08:49 Kodal Minerals #KOD 10:30 & 11:30 Horizonte Minerals #HZM 10:55 Rockfire Resources #ROCK 13:36 Inspirit #INSP 13:50 & 19:59 Renalytix #RENX 14:45 & 19:10 Premier African Minerals #PREM 15:33 Greatland Gold #GGP 16:28 Argo Blockchain #ARB 18:30 & 22:03 Revolution Beauty #REVB 20:30 Atlantic Lithium #ALL 25:14 Zegona #ZEG 25:35 Allergy Therapeutics #AGY 27:09 & 29:01 Bushveld Minerals #BMN 29:55 Fintel <a href="https://www.youtube.com/hashtag/fntl"
Mon, November 13, 2023
A BIG rally is likely to occur in 2024, here's why...
A BIG rally is likely to occur in 2024, here's why... Taking Stock Monday 13th November 2023 Companies discussed on “Taking Stock” today: 11:50 & 24:44 Biome Technologies #BIOM 11:55 Good Energy #GOOD 12:25 British Land #BLND 12:30 IOG Plc #IOG 12:59 88 Energy #88E 13:42 Vast Resources #VAST 14:12 & 15:10 & 18:10 Saietta #SED 19:00 28:10 Card Factory #CARD 21:39 Alkemy Capital #ALK 23:20 Empire Metals #EEE 24:15 Alba Minerals #ALBA 25:35 RUA Life Sciences #RUA 25:48 Brave Bison #BBSN 29:18 AMTE Power #AMTE 30:50 Kainos #KNOS 32:35 FDM Group #FDM Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqay14ekxTZTBIWVE2akRRWF
Fri, November 10, 2023
This company is outstanding, can you name another?
This company is outstanding, can you name another? Taking Stock Friday 10th November 2023 Companies discussed on “Taking Stock” today: 01:20 & 06:06 13:45 38:10 Diageo #DGE 04:24 Ocado #OCDO 05:20 Warpaint London #W7L 20:40 Neo Energy Metals #NEO 22:27 Helium One #HE1 24:05 Argentex #AGFX 27:49 Ethernity #ENET 27:51 Bowleven #BLVN 31:20 Poolbeg #POLB 31:45 Strategic Minerals #SML 33:24 Yu Group #YU . 40:25 Revolution Beauty #REVB Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, November 08, 2023
Neil Herbert of Atlantic Lithium: Drilling programme increased by 43%
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL explains how their drilling programme has increased by 43% with the addition of 8,000m of extensional resource drilling, from 18,500m to a total of 26,500m, targeted for completion in Q2 2024, of which 16,164m has been reported to date. Highlights: - Ongoing drilling programme increased by 43% with the addition of 8,000m of extensional resource drilling targeting resource growth following the grant of the Mining Lease for the Project. o Planned 18,500m programme increased to a total of 26,500m targeted for completion in Q2 2024, of which 16,164m has been reported to date, including the results reported herewith. - Further assay results received for 2,362m of resource and metallurgical reverse circulation ("RC") and diamond core ("DD") drilling completed at Ewoyaa as part of the broader 2023 planned drilling programme. - High-grade infill and extensional drill intersections reported at the Ewoyaa Main, Anokyi and Ewoyaa South-2 deposits designed to provide metallurgical drill core whilst infilling the resource and extend mineralisation. o Reported assay results extend mineralisation at the Ewoyaa Main deposit, outside of the current 35.3Mt @ 1.25% Li2O Ewoyaa Mineral Resource Estimate1 ("MRE" or the "Resource") in hole GDD0093. o Shallow high-grade infill drill intersections at Ewoyaa Main, Anokyi and Ewoyaa South-2 reported as downhole intercepts, with estimated true widths included in the intersections table, including highlights at a 0.4% Li2O cut-off and a maximum 4m of internal dilution of: o GDD0105: 47.6m at 1.25% Li2O from 65.7m o GDD0107C: 53m at 0.93% Li2O from 30m o GDD0109: 28.7m at 1.51% Li2O from 79.3m o GDD0104: 28.2m at 1.23% Li2O from 81.2m o GDD0106: 22.4m at 1.07% Li2O from 34m o GDD0110: 14m at 1.46% Li2O from 33m ( TO READ THE ENTIRE RNS CLICK HERE )
Tue, November 07, 2023
WeWork - goes bust, who is next?
WeWork - goes bust, who is next? Is it the canary in the coal mine for the US commercial real estate sector? Taking Stock Tuesday 7th October 2023 Companies discussed on “Taking Stock” today: 04:50 Avacta #AVCT 05:25 Helium One Global #HE1 05:50 Harland & Wolff #HARL 06:00 Predator Oil & Gas #PRD 06:55 Curry’s #CURY 07:00 & 31:15 Novacyt #NCYT 10:38 Atlantic Lithium #ALL 12:00 Persimmon #PSN 13:58 Taylor Wimpey #TW . 16:55 Watches of Switzerland #WOSG 17:50 Curry’s #CURY 18:00 Solid State #SOLI 18:32 Mirriad #MIRI 20:00 Roquefort Therapeutics #ROQ 21:09 Angl-Asia Mining #AAZ 22:20 XP Power #XPP 23:20 Croma Security #CSSG 25:50 Baron Oil #BOIL 28:00 Naked Wines #WINE <a href="https://www.youtube.c
Tue, November 07, 2023
Vox Markets Fund Manager Series: Alexandra Jackson of Rathbones
( Watch the video interview ) In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes Vox Markets through her thoughts on the markets alongside highlighting 19 stock ideas. 00:00 Equity and M&A outlook 06:30 Halma #HLMA 11:00 Rotork #ROR 13:50 Treatt #TET 17:50 Dowlais #DWL 21:10 AB Dynamics #ADBP 24:50 Melrose Industries #MRO 28:05 Specialist travel retailers: WH Smith #SMWH & SSP #SSPG 33:15 Greggs #GRGS 36:10 Tesco #TSCO 40:00 Future #FUTR 43:35 Fevertree #FEVR 46:50 GB Group #GBG 50:35 Softcat #SCT 53:20 Kainos #KNOS 56:10 Keywords Studios #KWS 59:05 Advanced Medical Solutions #AMS 01:03:05 Rightmove #RMV 01:07:10 Grainger #GRI 01:11:50 Things to avoid
Fri, November 03, 2023
Is a Bull Market on the way?
Is a Bull Market on the way? Taking Stock Thursday 3rd November 2023 Companies discussed on “Taking Stock” today: 05:50 & 15:35 Ocado #OCDO 15:25 Surface Transforms #SCE 23:05 Zoo Digital #ZOO 24:33 Sareum #SAR 25:13 Eurasia Mining #EUA 25:25 Greatland Gold #GGP 27:50 Upland Resources #UPL 30:15 Argo Blockchain #ARB 31:35 Poolbeg Pharma #POLB 32:40 Audioboom #BOOM 34:14 Future #FUTR 36:14 Card Factory #CARD Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Fri, November 03, 2023
HOT STOCKS: Paul & Justin agree on the Markets but not on Charts
HOT STOCKS: Paul & Justin agree on the Markets but not on charts: Companies mentioned include: 00:00 Why the stars are aligning for smallcaps 06:50 RWS Group 13:45 Equals 21:40 Paypal 26:50 TP ICAP 28:55 Water Intelligence 30:10 UK March 2025 Gilts (TR25) 38:40 GB Group 41:30 Pfizer, Bristol Myers Squibb & Roche 43:35 To chart, or not to chart? That is the question. 57:00 Verici Hot Stocks - Friday 3rd November 9:30am Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
Thu, November 02, 2023
Are we about to see a Central Bank fuelled Santa Rally?
Streamed live 6 hours ago #BOOM #SHEL #SHG Are we about to see a Central Bank fuelled Santa Rally? Taking Stock Thursday 2nd November 2023 Companies discussed on “Taking Stock” today: Audioboom Group #BOOM Shell #SHEL Shanta Gold #SHG Ethernity Networks #ENET Howden Joinery #HWDN Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Thu, November 02, 2023
Q&A with Steven Tredget, Partner at Oakley Capital Investments
In the Q3 2023 update, Oakley Capital Investments (OCI ) demonstrates resilience and growth in the face of economic challenges. With a NAV of £1,197 million and a NAV per share of 679 pence, the company made significant new investments totalling £23 million and committed €190 million to Oakley Capital Origin Fund II.
Thu, November 02, 2023
Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income Fund
In this interview, Sid Lall. manager of the Marlborough Multi Cap Income fund takes Vox Markets through his outlook for equities alongside highlighting 18 stock ideas. 00:00 Macro backdrop. 03:05 UK housebuilders & Vistry #VIST 06:05 Paragon Banking #PAG 10:50 REITs Big Yellow #BYG & Safestore #SAFE 13:50 Wincanton #WIN & monitoring debt levels 17:30 Chesnara #CSN 21:05 What M&A, IPO activity tells investors 23:20 3i Group #III & 3i Infrastructure #3IN 26:25 Intermediate Capital Group #ICP 28:35 Diversified Energy #DEC 31:40 Kenmare Resources #KMR 34:25 Ecora Resources #ECOR 38:15 How to assess share buybacks 40:05 Morgan Sindall #MGNS & Galliford Try #GFRD 43:50 Macfarlane #MACF 47:20 Pets at Home #PETS 51:15 Bloomsbury Publishing #BMY 53:50 Wilmington #WIL 55:05 Things for investors to avoid doing
Wed, November 01, 2023
How many stocks should you hold?
How many stocks should you hold? Taking Stock Wednesday 1st November 2023 Companies discussed on “Taking Stock” today: Next #NXT 04:30 & 24:50 Angling Direct #ANG 06:05 Baron Oil #BOIL 13:15 Upland Resources #UPL 13:36 Cab Payments #CABP 14:07 Destiny Pharma #DEST 14:50 Oxford Metrics #OMG 15:50 Creo Medical #CREO 18:20 & 34:29 United Oil & Gas #UOG Prospex Energy #PXEN 20:22 ASOS #ASC 21:35 McBride #MCB 28:24 Vianet #VNET 30:24 Aston Martin #AML 31:28 Atlantic Lithium #ALL 35:00 Tesla $TSLA 36:20 Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Wed, November 01, 2023
Neil Herbert of Atlantic Lithium: Activity this Quarter Shows a Remarkable Period of Progress
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL discusses activities during the quarter, which he describes as a remarkable period of progress, which included the award of a Mining Lease for the Ewoyaa Lithium Project. He said it represents the Government's belief in the Company as its partner of choice in its long-term lithium production objectives and sets Ewoyaa on a path to become one of the next major hard rock spodumene mines. Highlights from the Reporting Period: - Commitment from partner Piedmont Lithium to sole fund the first US$70m, and 50% of any additional costs thereafter, of the total US$185m development expenditure indicated in the Definitive Feasibility Study ("DFS") for the Company's flagship Ewoyaa Lithium Project ("Ewoyaa" or the "Project") in Ghana, comprising the proposed Ewoyaa Lithium Mine and Processing Plant. - Planned investment of a total US$32.9m (A$51.4m / £26.3m) by the Minerals Income Investment Fund of Ghana ("MIIF") in the Company and its Ghanaian subsidiaries to expedite the development of the Project. - Commenced competitive offtake partnering process to secure Project funding for a portion of the remaining 50% available feedstock from Ewoyaa. Post-period end - Mining Lease granted for the Ewoyaa Lithium Project, representing a major de-risking milestone for the Project. - Agreed terms maintain Ewoyaa's position as one of the lowest capital and operating cost hard rock lithium projects globally. TO READ THE FULL RNS CLICK HERE
Tue, October 31, 2023
Are we about to see a Crash in House Prices?
Are we about to see a Crash in House Prices? Taking Stock Tuesday 31st October 2023 Companies discussed on “Taking Stock” today: Taylor Wimpey #TW. 06:00 Persimmon #PSN 06:25 & 30:45 Begbies Traynor #BEG 09:15 & 12:20 Wincanton #WIN 14:20 BP #BP. 18:10 Arc Minerals #ARCM 18:40 Good Energy #GOOD 19:00 Vast Resources #VAST 19:10 Velocys #VLS 19:30 HeiQ Plc #HEIQ 21:00 Hydrogen Utopia International #HUI 21:50 Real Good Food #RDG 23:00 Atlantic Lithium #ALL 24:15 & 39:15 Bioventix #BVXP 26:30 MJ Gleeson #GLE 31:55 S4 Capital #SFOR 33:15 Scancell #SCLP 35:45 Ondine Biomedical #OBI 36:35 Vistry #VTY 40:50 S&P 500 $SPX 41:20 Greatland Gold #GGP 41:50 Hummingbird Resources #HUM 42:20 Prospex Energy #PXEN 42:55 Warpaint London #W7L 43:20 Brand Architekts #BAR 43:50 Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
Mon, October 30, 2023
Which company is the next Takeover Target?
Which company is the next Takeover Target? Taking Stock Monday 30th October 2023 Companies discussed on “Taking Stock” today: Upland Resources #UPL 00:30 & 04:50 & 07:50 Facilities by ADF #ADF 02:20 Destiny Pharma #DEST 05:20 Bioventix #BVXP 05:40 Good Energy #GOOD 07:35 Ascential #ASCL 07:55 Helium One #HE1 09:05 Quantum Blockchain Technologies #QBT 10:20 Bushveld Minerals #BMN 11:20 Glencore #GLEN 11:50 Smith & Nephew #SN . 13:00 Cadence Minerals #KDNC 15:50 Insig AI #INSG 17:54 Powerhouse Energy #PHE 20:20 Inspecs #SPEC 20:45 Cordel #CRDL 22:05 Intelligent Ultrasound #IUG 23:25 & 29:00 Northern Bear #NTBR 24:00 Contango Holdings #CGO Ad
Mon, October 30, 2023
Q&A with AssetCo Executive Chairman, Martin Gilbert
( Watch the video interview HERE ) In this interview, Exec Chairman Martin Gilbert of AssetCo #ASTO takes Vox Markets through: 00:00 The key secular trends driving the asset management industry 02:10 How Assetco is perfectly placed to continue growing in this environment 16:45 Path to profitability 19:15 Upside potential including 30% equity interest in Parmenion
Mon, October 30, 2023
Francesco Gardin of Quantum Blockchain: £2 million raised will fund the Company through to revenue
Francesco Gardin, Executive Chairman and CEO of Quantum Blockchain Technologies #QBT discusses their £2 million fundraise which provides them with the opportunity to set up its cloud service infrastructure, most likely in North America, to enable the deployment of Method A and Method B as a SaaS product for the bitcoin mining market and therefore generate revenue. TO READ THE FULL RNS CLICK HERE
Mon, October 30, 2023
Q&A: Adsure Services’ CEO Kevin Limn on delivering profitable growth from the not-for-profit sector
( Watch the video interview HERE ) Kevin Limn, CEO of newly Aquis floated Adsure Services, talks us through the story behind specialist provider of business assurance services to the UK’s not-for-profit sector. 00:40 What Adsure does, the company’s 20-year journey to listing on Aquis, and the numbers behind the profitable company. 02:54 The importance of the company’s risk assurance and advisory services to not-for-profit organisations. 04:20 Expansion opportunities, in terms of services offered and potential new markets including further penetration of the UK public sector. 05:00 he purpose of the Aquis listing, given that no new money is being raised, including the ability to respond to new opportunities more quickly and attract top talent. 06:23 How the company manages the ever-shifting political landscape, and the opportunities political change presents. 07:41 How high-profile council failures have increased awareness of the need for Adsure’s services. 08:32 The depth of expertise within the group, and Kevin’s background. 09:45 The growing awareness of managing cybersecurity risks with the not-for-profit sector, and how Adsure delivers support in this area. 11:46 The opportunities for cross selling provided by Adsure’s diverse range of services.
Sun, October 29, 2023
Russ Mould on the Magnifient 7, Debt & the markets
Russ Mould investment director at stockbroker AJ Bell on the Magnifient 7, Debt & the markets
Fri, October 27, 2023
Is the Bull Season about to start?
Is the Bull Season about to start? Taking Stock Friday 27th October 2023 Companies discussed on “Taking Stock” today: Natwest #NWG 05:00 & 35:38 Ethernity #ENET 06:15 Starvest Energy #SVE 06:30 Upland Resources #UPL 07:25 & 08:25 Greatland Gold #GGP 08:05 Cab Payments #CABP 09:05 Kodal Minerals #KOD 09:29 Avacta #AVCT 10:55 Van Elle #VANL 11:45 Altitude Group #ALT 14:20 4Imprint #FOUR 15:00 Arcontech #ARC 18:00 Arc Minerals #ARCM 20:45 Boohoo #BOO 21:55 ASOS #ASC 22:05 Cordel #CRDL 22:40 Global Petroleum #GBP 23:45 Safestyle #SFE 24:30 Logistics Development #LDG 26:55 Intuitive Investments Group <a href="https://www.youtube.com/hashtag/
Thu, October 26, 2023
Are we at Peak Fear?
Are we at Peak Fear? Taking Stock Thursday 26th October 2023 Companies discussed on “Taking Stock” today: Ocado #OCDO 04:15 iShares UK Property ETF #IUKP 06:39 iShares UK Dividend ETF #IUKD 06:57 Unilever #ULVR 07:30 Headlam #HEAD 14:00 Ethernity #ENET 15:20 Oxford Metrics #OMG 16:05 Upland Resources #UPL 16:08 Contango #CGO 16:55 Poolbeg Pharma #POLB 17:25 BSF Enterprises #BSFA 18:30 Agronomics #ANIC 20:30 Hummingbird Resources 21:30 Crest Nicholson #CRST 23:50 Alumasc #ALU 24:20 Safestyle UK #SFE 25:05 Argentex #AGFX 25:35 Gusbourne #GUS 29:00 Cab Payments #CABP 31:40 Cornerstone FS #CSFS 31:50 Hipgnosis Songs Fund #SONG <a href="https://w
Wed, October 25, 2023
Is it time to Buy UK Stocks?
Is it time to buy UK stocks? Taking Stock Tuesday 24th October 2023 Companies mentioned today include: Oxford Metrics #OMG 07:50 & 10:58 & 25:40 Ocado #OCDO 08:30 Reckitt Benckiser Group Plc #RKT 09:00 boohoo #BOO 17:15 ASOS #ASC 18:30 & 29:50 Ethernity Networks #ENET 20:00 Hargreaves Services Plc #HSP 21:00 IG Design #IGR 23:20 Quantum Blockchain Tech #QBT 25:45 #BITCOIN 26:00 Virgin Wines #VINO 26:19 & 34:00 Belluscura #BELL 26:34 TMT Investments #TMT 27:25 Cab Payments #CABP 28:24 SCS Group #SCS 30:50 Angling Direct #ANG 31:00 & 42:15 Power Metal Resources #POW 31:50 Upland Resources #UPL <a href="https://ww
Wed, October 25, 2023
Macro Investing’ masterclass with Chris Watling, Patrick Armstrong and Edmund Shing
In this fabulous discussion, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through: 00:00 Has the yield on 10 US Treasury peaked? 05:35 Economic outlook 08:20 How will equities perform? 10:05 Favourite sector. 14:45 What is a fair PE multiple for stocks? 16:30 UK homebuilders 19:20 Banks 29:00 Megacap tech 34:40 Commodities & industrial metals 40:25 Best investment ideas 45:10 Which areas could blow up next?
Tue, October 24, 2023
Are we in a Recession?
Are we in a Recession? Taking Stock Tuesday 24th October 2023 Companies mentioned today include: SCS Group #SCS 06:45 Quantum Blockchain Tech #QBT 07:50 & 09:15 Argo Blockchain #ARB 08:30 Barclays #BARC 11:20 Greenroc Mining #GROC 12:50 Upland Resources #UPL 15:11 Cab Payments #CABP 15:40 & 18:40 & 26:10 & 27:30 & 37:35 Greatland Gold #GGP 15:55 Alba Mineral Resources #ALBA 17:00 Volex #VLX 17:15 Cornerstone FS #CSFS 20:40 Equals #EQLS 21:00 FD Technologies #FDP 28:18 System1 Group #SYS1 30:23 Avacta #AVCT 31:20 Angling Direct #ANG 31:58 Cordel #CRDL 36:13 Equals #EQLS <a href="https://www.youtube.com/watch?v=1l0wSasRae
Tue, October 24, 2023
Macro Matters: Reasons To Be Cheerful
( Watch the video interview HERE ) The impact of interest rate rises is being felt throughout the economy and proving a major headwind for UK markets. But as Singer Capital Markets’ macro specialist Jamie Constable tells Vox, receding inflationary pressures suggest a catalyst for a recovery from lowly valuations could be in sight. 00:00 Intro 00:28 Reflections on a difficult summer for markets, including further twists on the geopolitical stage 01:34 What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions? 05:06 Should we be worried about the effect of a recession on US and UK earnings? 07:07 Should we be worried about the effect of a recession on US and UK earnings? 12:34 The dampening effect of rising interest rates on economic activity. 14:45 The new normal for inflation and interest rates, and the possible impact on markets. 21:01 Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet. 25:18 Why you should have exposure to infrastructure and near-shoring driven capex.
Mon, October 23, 2023
What's the chances of a Santa Rally on AIM?
What's the chances of a Santa Rally on AIM? Taking Stock Monday 23rd October 2023 Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app Companies discussed on “Taking Stock” today: Vistry #VTY 05:25 & 25:14 Persimmon #PSN 06:00 Taylor Wimpey #TW . 06:20 Upland Resources #UPL 07:50 & 17:50 & 26:10 & 31:40 AFC Energy #AFC 09:40 & 18:00 The Mission Group #TMG 12:30 Velocys #VLS 13:00 Audioboom #BOOM 18:50 One Health #OHGR 20:45 Metals One #MET1 23:20 Horizonte Minerals #HZM 24:00 & 32:45 Tirupati Graphite #TGR 25:15 BT #BT .A 27:15 Ocado #OCDO <a href="https://www.youtube.com/watch?v=NAScd
Mon, October 23, 2023
Jonathan Owen of Metals One: Råna is host to significant mineralisation
Jonathan Owen, CEO of Metals One #MET1 discusses the results from the first two holes drilled at the Rånbogen prospect and says that a relatively shallow nickel-copper sulphide zone at the Rånbogen prospect demonstrates that the wider Råna intrusion is host to significant mineralisation outside of the historical mine. Highlights Hole 23RAN002 · High-grade massive and breccia sulphide zone returned 9.3m at 1.0% Ni, 0.3% Cu and 0.10% Co from 176.5m, within a broader upper mineralised zone which returned 26.2m at 0.7% Ni, 0.2% Cu and 0.06% Co from 169.0m (Hole 23RAN002, see Figure 4) · Lower mineralised zone returned 2.7m at 0.9% Ni, 0.1% Cu and 0.08% Co from 281.9m (Hole 23RAN002, see Figure 4) Hole 23RAN001 · Two semi-massive to massive sulphide zones were intercepted, 150m northwest along strike from 23RAN002 (see Figure 2) · Semi massive to massive sulphide zone returned 2.4m at 0.8% Ni, 0.2% Cu, 0.10% Co from 66.4m (Hole 23RAN001, Figure 3), within a broader mineralised interval of 10.2m at 0.4% Ni, 0.1% Cu, 0.05% Co from 63.7m (Hole 23RAN001, see Figure 4) · Semi-massive sulphide lens returned 1.3m at 0.6% Ni, 0.3% Cu and 0.09% Co from 167.9m (Hole 23RAN001) TO READ THE FULL RNS CLICK HERE
Mon, October 23, 2023
Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
( Watch the video interview HERE ) In this interview, largecap portfolio manager Michael Ulrich of J O Hambro Capital Management takes Vox Markets through his outlook for equities alongside highlighting 19 stock ideas. 00:15 Macro backdrop 03:35 Ashtead #AHT 07:20 CRH #CRH 09:15 IMI #IMI 12:35 Smiths Group #SMIN 16:20 Utilities: National Grid #NG. & SEE #SEE 21:30 Anglo American #AAL 25:15 AstraZeneca #AZN 27:45 Smith & Nephew #SN. 32:25 FMCG stocks: Unilever #ULVR & Diageo #DGE 37:35 Inchcape #INCH 40:55 BP #BP. 42:35 Hargreaves Lansdown #HL. 46:20 RELX #RELX 49:40 Experian #EXPN 51:55 NEXT #NXT 54:55 Revenge travel beneficiaries: Whitbread #WTB & SSP #SSPG 01:01:15 Areas that investors may wish to avoid.
Fri, October 20, 2023
The market has been bad but is it about to get worse?
The market has been bad but is it about to get worse? Taking Stock on Friday 20th October 2023 Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app Companies discussed on “Taking Stock” today: Destiny Pharma #DEST 07:00 Intercontinental Hotels #IHG 08:05 Ocado #OCDO 08:10 RELX #REL 14:00 XP Factory #XPF 16:30 Avacta #AVCT 17:20 Harland & Wolff #HARL 19:43 & 42:00 Atlantic Lithium #ALL 20:10 Tirupati #TGR 22:10 Upland Resources #UPL 23:25 ITM Power #ITM 24:09 Quantum Blockchain Technologies #QBT 25:30 Oxford Biodynamics #OBD 27:15 Xeros Technology #XSG 28:50 Hargreaves Lansdown #HL . 31:55 JD Sports #JD . 32:30 Sand
Fri, October 20, 2023
Neil Herbert of Atlantic Lithium: mining lease is a major milestone in its advancement towards production
Neil Herbert, Executive Chairman, of Atlantic Lithium #ALL discusses the award of the Mining Lease for the company’s Ewoyaa Lithium Project by Ghana’s Ministry of Lands and Natural Resources, saying it's a major endorsement of the viability of the Project and a landmark de-risking milestone in its advancement towards production. Highlights - Mining Lease terms, secured in the interests of all stakeholders through close cooperation with the Government of Ghana, in line with establishing its new Green Minerals Policy, maintain the Project's position as one of the lowest capital and operating cost hard rock lithium projects globally and indicate strong commercial viability and exceptional profitability potential for a 2.7Mtpa steady state operation, producing a total of 3.6Mt of spodumene concentrate (approximately 350,000tpa) over a 12-year mine life1: · Ewoyaa to become one of the top 10 largest spodumene concentrate producers globally; · Payback period of main processing plant of 9.5 months; · C1 cash operating costs of US$377/t of concentrate Free-On-Board ("FOB") Ghana Port, after by-product credits, All in Sustaining Cost ("AISC") of US$675/t; · Development cost estimate of US$185m; to be substantially funded by Piedmont Lithium and planned investment by Ghana's sovereign wealth fund, the Minerals Income Investment Fund ("MIIF") ; · Post-tax NPV8 of US$1.3bn, with free cash flow of US$2.1bn from Life of Mine ("LOM") revenues of US$6.6bn. - Mining Lease represents a considerable de-risking milestone in the development of the Project. - First Mining Lease to be granted for lithium in Ghana, demonstrating the Government's strong support in the Company as its 'partner of choice' to deliver long-term lithium production and serving as a major landmark in the country's efforts to reaffirm its status as a leading mining destination and establish itself as a key player in the global decarbonisation drive in Africa. TO READ THE FULL RNS CLICK HERE
Thu, October 19, 2023
Will the AIM All Share ever go up and maybe even revisit previous highs?
Will the AIM All Share ever go up and maybe even revisit previous highs? Taking Stock on Thursday 19th October 2023 Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app Companies discussed on “Taking Stock” today: Rentokil #RTO 04:00 & 07:00 Rightmove #RMV 04:15 OnTheMarket #OTMP 04:20 & 06:50 Hargreaves Lansdown #HL . 13:00 & 36:05 AJ Bell #AJB 14:10 & 36:30 Ondine Biomedical #OBI 16:17 AssetCo #ASTO 17:00 Rathbone Brothers #RAT 17:10 Vast Resources #VAST 18:07 McBride #MCB 19:20 Unilever #ULVR 20:00 Tirupati Graphite #TGR 23:10 Atlantic Lithium #ALL 23:54 Saietta #SED 26:20 & 30:20
Wed, October 18, 2023
This is the first thing you should look at when researching a company
Taking Stock on Wednesday 18th October 2023 Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app Companies discussed on “Taking Stock” today: Card Factory #CARD 03:30 Marks & Spencer #MKS 03:40 Cirata #CRTA 06:17 Gama Aviation #GMAA 06:30 Bushveld Minerals #BMN 07:48 Union Jack Oil #UJO 09:50 Destiny Pharma #DEST 12:00 Oxford Biodynamics #OBD 12:20 Ondine Biomedical #OBI 16:13 Supreme #SUP 20:47 Avacta #AVCT 22:55 Cirata #CRTA 23:57 Sosandar #SOS 28:15 & 37:50 Metro Bank #MTRO 30:22 Hardide #HDD 31:20 Manolete Partners #MANO 34:35 Download the FREE Vox Markets app, and receive RNS's via notification, by cl
Wed, October 18, 2023
HOT STOCKS: Paul & Justin discuss when the smallcap rally might start
Hot Stocks - Wednesday 18th October 9:30am 00:00 The outlook for equities & when the smallcap rally might start. 07:50 Why investors should beware the banks 13:35 Supreme PLC #SUP 20:15 Silverbullet #SBDS 30:05 RWS Group #RWS 36:00 WATER INTELLIGENCE PLC #WATR 39:35 Saietta Electric Drive #SED 40:50 AssetCo plc #ASTO 47:05 Avingtrans #AVG 49:15 Inspiration Healthcare #IHC 50:30 Pfizer 52:25 Destiny Pharma plc #DEST 54:45 Good Energy #GOOD 57:15 Oncimmune #ONC 59:35 ActiveOps #AOM
Wed, October 18, 2023
Q&A with Supreme CEO, Sandy Chadha
In this interview, CEO Sandy Chadha of Supreme #SUP takes me through today's strong 1st half trading update and FY'24 guidance. Alongside explaining how the business is championing new best in class initiatives across the vaping industry in order to stamp-out underage use, help smokers quit and reduce the environmental footprint.
Tue, October 17, 2023
Taking Stock: What's been your biggest winner? What lessons did you learn from it?
Taking Stock: What's been your biggest winner? What lessons did you learn from it? Taking Stock Tuesday 17th October 2023 Companies discussed today: Rio Tinto #RIO 03:20 Destiny Pharma #DEST 04:35 Silver Bullet Data Services #SBDS 06:50 Greatland Gold #GGP 06:51 10:05 Argo Blockchain #ARB 09:20 Audioboom #BOOM 09:40 Kodal Minerals #KOD 10:05 Angus Energy #ANGS 11:59 THG Plc #THG 17:17 Shoe Zone #SHOE 18:35 LungLife AI #LLAI 21:30 Oxford Biodynamics #OBD 22:00 Poolbeg Pharma #POLB 23:10 Rolls Royce #RR . 24:05 Frontier Developments #FDEV 27:45 4Global #4GBL 29:35 i-nexus #INX 30:35 Abingdon Health #ABDX 31:35 Ilika #IKA 33:53 & 35:09
Tue, October 17, 2023
Eloy Mazon of 4GLOBAL: New business pipeline is strong, demand for our products & services is at an all-time high
Eloy Mazon, Chief Executive Officer of 4GLOBAL #4GBL discusses their two new contract wins in the Middle East and in Guadalajara, Mexico saying, “new business pipeline is strong, demand for our products and services is at an all-time high” The contract in the Middle East covers data, insight and knowledge applications for one of 4GLOBAL's long standing strategic partners. The contract has a value of US$290k and will be delivered and recognised in the current financial year. The contract in Mexico is awarded with the Guadalajara Convention and Visitors Bureau in the City of Guadalajara, one of the sixteen venues of the 2026 FIFA World Cup. To read the full RNS click here
Tue, October 17, 2023
Jeremy Skillington of Poolbeg Pharma discusses their Nasdaq partnership for development of an optimised oral drug to treat a metabolic condition
Jeremy Skillington CEO of Poolbeg Pharma #POLB discusses their partnership with Nasdaq-Listed Biopharma company for the development of an optimised oral drug to treat a metabolic condition. Under the agreement, the Company will receive funding to work with its new partner to produce a prototype drug utilising Poolbeg's licensed oral delivery technology.
Mon, October 16, 2023
What's been your biggest loser? What lessons did you learn from it?
What's been your biggest loser? What lessons did you learn from it? Taking Stock Monday 16th October 2023 Companies discussed on “Taking Stock” today: St James Place #STJ 00:50 Surface Transforms #SCE 04:00 Watkin Jones #WSJ 08:15 ITM Power #ITM 08:55 & 28:49 Guild esports #GILD 08:00 Silver Bullet Data Services #SBDS 09:22 Avacta #AVCT 09:35 Cirata #CRTA 10:00 Midwich Group #MIDW 10:15 XP Factory #XPF 10:30 Helium One Global #HE1 10:50 Boohoo #BOO 11:35 & 12:50 Asos #ASC 16:30 Amte Power #AMTE 17:12 AssetCo #ASTO 18:55 Audioboom #BOOM 20:15 Mosman Oil & Gas #MSMN 23:25 MobilityOne #MBO 26:30 Capital Metals #CMET 27:27 Seeing Machines <
Fri, October 13, 2023
Are you following the money, out of UK equities?
Companies discussed on “Taking Stock” today: Premier Miton #PMI 00:45 & 05:00 Ashmore #ASHM 04:00 & 06:15 Impax Asset Management #IPX 07:00 Watkin Jones #WSG 08:45 Good Energy #GOOD 09:57 Facilities by #ADF 12:09 Halfords #HFD 14:55 Loungers #LGRS 16:06 Rockfire Resources #ROCK 18:52 Kooth #KOO 19:50 Bioventix #BVXP 20:30 Red Rock Resources #RRR 22:06 TomCo #TOM 22:43 Quadrise #QED 23:15 Versarien #VRS 25:50 Bidstack #BIDS 28:42 St James Place #STJ 31:55 UK Oil & Gas #UKOG 34:52 Avon Protection #AVON 35:46 Avacta #AVCT 38:52 Oxford Biodyna
Fri, October 13, 2023
Are you bearish or bullish?
Companies discussed on “Taking Stock” today: Forterra #FORT 02:00 SIG Plc #SHI 02:40 Mobico #MCG 05:18 Watkin Jones #WSG 06:00 Sage Group #SGE 09:35 Mast Energy #MAST 15:50 Avacta #AVCT 16:10 Restaurant Group #RTN 16:50 Horizonte Minerals #HZM 19:50 Chill Brands #CHLL 20:36 Uplands Resources #UPL 22:07 Windward #WNWD 22:55 BiVictriX Therapeutics #BVX 24:14 Oncimmune #ONC 25:45 88 Energy #88E 26:45 Norman Broadbent #NBB 31:20 Rober Walters #RWA 31:30 Michael Page #PAGE 31:40 Strategic Minerals #SML 32:50 Versarien #VRS 33:27 Safestyle #SFE 34:08 Alina Hol
Thu, October 12, 2023
Substrate AI: “Artificial intelligence gives us the opportunity to be value creators” 11:01, 11th October 2023
( Watch the video interview HERE ) In this interview we speak to Ivan Garcia and Bren Worth, CEO and CTO of newly floated Substrate AI , about how it’s applying its cutting-edge artificial intelligence to established businesses to unlock major financial upside. 0:32 Introducing Substrate AI, and its strategy of acquiring companies and improving their performance using its cutting-edge AI technology. 2:15 Describing Substrate’s “reinforcement learning” artificial intelligence technology, and how it allows much larger problems to be solved in a more collaborative human way. 3:19 How the technology is being applied to Substrate’s subsidiaries, including decision-support for veterinary subsidiary Medica. 4:35 How applying the AI changes the operation dynamics of Substrate’s established subsidiaries and lifts the value of its holdings. 7:59 How subject matter expertise within acquired businesses makes developing AI-led solutions easier and reduces technology development risk. 9:22 What sectors Substrate is invested in and why it’s chosen those sectors, including healthcare, energy, and HR. 12:03 Discussing the holding company structure, how the subsidiaries deliver profits to the overall group, and how subsidiary owners are incentivised with equity. 15:03 The rational behind the UK-listing, including the presence of huge AI expertise in the country.
Tue, October 10, 2023
Why searching for growth is the key to outperforming the market
Companies discussed on “Taking Stock” today: YouGuv #YOU 02:18 Destiny Pharma #DEST 10:10 Avacta #AVCT 10:50 Bushveld Minerals #BMN 12:20 Invinity Energy Systems #IES 12:20 Capital Metals #CMET 15:30 Metals One #MET1 17:20 Ocado #OCDO 18:30 BT #BT .A 18:50 Atlantic Lithium #ALL 20:55 Induction Healthcare #INHC 22:50 Robert Walters #RWA 26:40 & 29:50 Metro Bank #MTRO 26:45 Capital Limited #CAPD 27:10 Pagegroup #PAGE 31:43 Prudential #PRU 32:20 Ensilica #ENSI 33:00 Crimson Tide #TIDE 35:55 1Spatial #SPA 36:48 Image Scan Holdings #IGE 38:00 XP Factory #XPF<
Tue, October 10, 2023
Vox Markets Fund Manager Series: Jean Roche of Schroders
( Watch the video interview HERE ) In this interview, Jean Roche of Schroders takes Vox Markets through: 00:00 Outlook for equites & importance of balance sheets. 04:35 Defence stocks: Qinetiq #QQ., Chemring #CHG & Babcock #BAB 12:15 Senior #SNR and M&A trends 17:00 Inchcape #INCH 20:10 Spectris & Oxford Instruments #OIXG 25:15 Diploma #DPLM 28:40 Victrex & investing in unique businesses 33:15 UK housebuilders: Vistry #VTY, Redrow #RDW & Crest Nicholson #CRST 40:20 Future #FUTR 46:55 Games Workshop #GAW & when to sell winners. 52:15 4Imprint #FOUR 55:20 Dunelm #DNLM 59:55 Keller #KLR 01:01:05 Man Group #EMG 01:02:55 Computacentre #CCC
Tue, October 10, 2023
Alan Green on Bidstack, Oxford Cannabinoid, Dekel Agri-Vision & East Star Resources
Alan Green CEO of Brand Communications gets stuck into Bidstack #BIDS and covers Oxford Cannabinoid #OCTP Dekel Agri-Vision #DKL East Star Resources #EST
Mon, October 09, 2023
Who would be better for the economy?
Companies discussed on “Taking Stock” today: 👇 BAE SYSTEMS #BA . 05:10 Metro Bank #MTRO 05:50 Cirata #CRTA #WAND 09:45 Eden Research #EDEN 14:40 Net Zero Infrastructure #NZI 18:09 Narf Group #NARF 19:09 Chill Brands #CHLL 20:54 Supreme #SUP 21:33 Harland & Wolff #HARL 21:46 Equipmake 23:10 #EQIP Cornish Metals #CUSN 24:37 t42 IoT Tracking Solutions #TRAC 25:30 Mind Gym #MIND 25:50 Graft Polymer #GPL 29:24 SCS Group #SCS 30:20 Hargreaves Lansdown #HL . 31:10 Good Energy #GOOD 31:47 Sareum #SAR 32:32 Impax Asset Management #IPX 33:19
Mon, October 09, 2023
Sean Smith of Eden Research: Funds raised will accelerate our commercial growth
Sean Smith CEO of Eden Research #EDEN discusses how the recently raised funds will help accelerate their commercial growth. Recently Eden announced a fundraising totalling £9.9 million before expenses. Sean commented that the fundraise not only provides them with additional capital to commercialise further existing products and fund new areas of the business, but it also serves to strengthen their balance sheet and provide greater flexibility during this high-growth period. Eden is the only UK-listed company focused on biopesticides for sustainable agriculture. It develops and supplies innovative biopesticide products and natural microencapsulation technologies to the global crop protection, animal health and consumer products industries. Eden's products are formulated with terpene active ingredients, based on natural plant defence metabolites. To date, they have been primarily used on high-value fruits and vegetables, improving crop yields and marketability, with equal or better performance when compared with conventional pesticides. Eden was admitted to trading on AIM on 11 May 2012 and trades under the symbol EDEN. It was awarded the London Stock Exchange Green Economy Mark in January 2021, which recognises London-listed companies that derive over 50% of their total annual revenue from products and services that contribute to the global green economy. Eden derives 100% of its total annual revenues from sustainable products and services. To read Eden Research's recently released Interim Results click here
Mon, October 09, 2023
Brendan James of LINE Hydrogen, a hydrogen production company, discusses their intention to list
Brendan James, Founder and Executive Chairman of LINE discusses their intention to list. LINE Hydrogen is an Australian-based hydrogen production company. The company specialises in the production, distribution and storage of hydrogen for various applications, offering innovative solutions that contribute towards a sustainable and decarbonized future. LINE Hydrogen's intention to list is via special purpose acquisition company Net Zero Infrastructure Follow | NZI. On 1st June the Directors of the Net Zero Infrastructure informed shareholders that it signed a non-binding letter of intent to acquire the entire issued share capital of LINE Hydrogen (Australia) Pty Ltd, a limited liability company in the renewables energy sector incorporated in Australia in consideration for an issue of new shares in the Company. The Acquisition, if completed, and an associated proposed private fundraise by the Company, details of which will be announced in due course, would result in the shareholders of the Potential Target having a majority interest in the enlarged group. FOR MORE INFORMATION ON LINE HYDROGEN CLICK HERE
Fri, October 06, 2023
"UK house prices fall by most since 2009" - the year the stock market recovered
Companies discussed on “Taking Stock” today: Alpha Financial Markets Consulting #AFM 07:05 Kefi Gold #KEFI 16:17 Aviva #AV . 16:25 LungLife AI #LLAI 16:30 & 17:27 Metro #MTRO 16:35 Oxford Biodynamics #OBD 17:27 Vast Resources #VAST 17:45 Asiamet Resources #ARS 17:56 Boohoo #BOO 18:45 SRT Marine Systems #SRT 19:37 National Grid #NG . 26:53 London Stock Exchange Group #LSEG 27:35 GSK #GSK 28:08 AstraZeneca #AZN 28:20 Hargreaves Lansdown #HL . 28:30 Diageo #DGO 29:50 Compass #CPG 30:25 Valirx #VAL 30:54 JD Wetherspoon Plc #JDW 31:10 Quartix Technologies #QTX 35:30 EQTEQ <a href="https://www.youtube.com/hashtag/
Fri, October 06, 2023
John Meyer on diamond price weakness, Petra, Anglo-Asian, Bushveld & Power Metal Resources
John Meyer mining analyst & partner at SP Angel discusses the collapse in Diamond prices plus mentions the following companies: Petra Diamonds #PDL Anglo Asian Mining #AAZ Bushveld Minerals #BMN Power Metal Resources #POW
Thu, October 05, 2023
Hot Stocks - including Avacta, Destiny Pharma & Oxford Biodynamics
Hot Stocks 00:00 When will the markets turn? 10:55 Supreme PLC #SUP 19:15 Avacta #AVCT 27:00 LungLife AI #LLAI 32:50 Oxford BioDynamics #OBD 36:10 Destiny Pharma #DEST 37:25 Elecosoft #ELCO 42:15 Verici Dx #VRCI 45:15 TruFin plc #TRU 47:45 Belluscura #BELL 50:05 Saietta Electric Drive #SED 53:25 Polarean Imaging #POLX 56:35 Avingtrans #AVG 59:45 Venture Life Group #VLG 61:45 FADEL #FADL 68:05 Learning Technologies Group plc #LTG 73:25 Team17 Group #TM17
Thu, October 05, 2023
This data is worrying for the economy but not for the markets
This data is worrying for the economy but not for the markets House-building slump brings biggest UK construction fall since 2020 Britain's construction industry saw the biggest slide in activity in more than three years last month, as higher interest rates led to one of the sharpest falls in house-building since the 2008-09 recession, a survey showed on Thursday. The S&P Global/CIPS UK construction Purchasing Managers' Index (PMI) tumbled to 45.0 in September from August's 50.8, its lowest since May 2020, when COVID-19 pandemic restrictions were in full force and a move further below the 50 level that divides growth from contraction. Economists polled by Reuters had forecast a much more modest decline to 49.9, and the figure contrasts with the less gloomy picture for the larger services sector on Wednesday. The house-building index dropped to 38.1 from 40.7 - its lowest since April 2009, apart from two months in 2020. Victorian Plumbing #VIC 08:00 SCS Group #SCS 09:40 Topps Tiles #TPT 11:00 Diversified Energy #DEC 12:30 Horizonte Minerals #HZM 15:30 Metro Bank #MTRO 16:40 Oxford Biodynamics #OBD 20:14 Avacta #AVCT 21:33 Helium One #HE1 22:30 Predator Oil & Gas #PRD 24:05 Hargreaves Lansdown #HL . 28:00 Ocado #OCDO 28:00 Hvivo #HVO 28:50 Argo Blockchain #ARB 32:00 Trufin #TRU <a href="https://www.youtube
Thu, October 05, 2023
Vadim Alexandre discusses N4 Pharma and Spectral MD
Vadim Alexandre, Head of Healthcare a SP Angel talks about N4 Pharma's #N4P recent acquisition of Nanogenics, a company with a complementary lipid and peptide-based delivery system called Liptide®, which it is using to develop a novel siRNA product targeting an unmet clinical need in the ophthalmology market. Vadim also talks about Spectral MD $MDAI that recently listed on the NASDAQ.
Wed, October 04, 2023
Big sell offs provide big opportunities - what are they?
Taking Stock 4th October 2023 Companies discussed on “Taking Stock” today: Greggs #GRG 01:00 Horizonte Minerals #HZM 04:15 & 13:58 XP Power #XPP 06:00 Spirent Communications #SPT 10:45 YouGov #YOU 20:15 Vast Resources #VAST 27:50 i3 Energy #I3E 28:00 Ben’s Creek #BEN 28:10 Neometals #NMT 29:20 Tesco #TSCO 30:30 Zinc Media #ZIN 31:10 Belluscura #BELL 33:05 Directa Plus #DCTA 34:00 Destiny Pharma #DEST 37:15 Saietta #SED 37:15 Tesco #TSCO 38:55 WANdisco #WAND 40:00
Wed, October 04, 2023
Mark Browning of Zinc Media: H1 revenue up 68% and H2 pipeline looks good
Mark Browning, CEO of Zinc Media Group #ZIN discusses their interim results, which saw revenue increase by 68% (12% organically) and says they are confident of hitting market expectations for the year with a strong pipeline of work already contracted. Highlights The Group is pleased to report excellent progress in H1 2023 and continues to trade in line with market expectations for the current financial year. The first half of 2023 includes the following highlights: · Revenue of £18.1m (H1 2022: £10.8m), an increase of 68% year-on-year. o Organic revenue growth (i.e. all businesses excluding The Edge) of 12% and a strong customer base providing continuing high net revenue retention o Growth in both TV and Content Production revenue o The Edge continues to perform ahead of acquisition expectations · Adjusted EBITDA1 profit of £0.2m compared to an Adjusted EBITDA profit of £0.1m in the whole prior financial year (H1 2022: loss of £0.6m). · Gross margins in the period were significantly up at 41% (H1 2022: 33%). · Cash of £5.8m at 30 June 2023 is £2.2m higher than at 31 December 2022 due to working capital inflows. · As at 25 September 2023, total revenue won and expected to be recognised in FY23 is £35m. This is an increase of £4m since the last trading update in July 2023 and an improvement of £8m compared to the same point in 2022 in relation to that financial year. · With £35m of revenue already won and expected to be recognised this year, revenue for the whole year will significantly exceed the £30m of revenue generated in FY22. · The Group's pipeline remains strong with a further £7m of revenue that can be recognised in FY23 in highly advanced discussions. · Loss before tax in the period of £1.6m (H1 2022: £1.8m) is mainly driven by costs relating to the acquisition of The Edge (revaluation of deferred consideration due to The Edge's strong performance, amortisation, unwinding of discounted deferred consideration), depreciation and finance costs resulting from The Edge being in the Group this period, plus depreciation and finance costs. TO READ THE FULL RNS CLICK HERE
Wed, October 04, 2023
Directa Plus: taking graphene into the real world
( Watch the video interview here ) In this interview, we talk to Giulio Cesareo and Georgio Bonfanti, respectively founding CEO and CFO of graphene specialist Directa Plus #DCTA, about its relentless focus on commercialising the wonder material, and how it's driving major disruption in environmental protection and defence markets.
Wed, October 04, 2023
Food prices see first fall for two years...
Companies discussed on “Taking Stock” today: Oxford Biodynamics #OBD 00:30 & 09:00 18:30 Boohoo #BOO 03:52 Time finance #TIME 08:41 & 13:54 LungLife AI #LLAI 11:15 & 13:14 Ondo InsurTech #ONDO 11:20 Valereum Blockchain #VLRM 12:20 Angle #AGL 12:47 Invinity Energy Systems #IES 14:12 & 25:50 Valirx #VAL 15:39 Horizonte Minerals #HZM 15:50 Aurrigo International #AURR 21:05 Surface Transforms #SCE 28:05 Trufin #TRU 28:35 DS Smith #SMDS 30:50 Airtel Africa #AAF 30:50 PCI-PAL #PCIP 34:00 Nexus Infrastructure #NEXS 34:39 Tortilla Mexican Grills #MEX 35:05 XP Factory <a href="https://
Tue, October 03, 2023
Q&A with Richard Crow (aka Cockney Rebel)
In this interview, stock picker Richard Crow (aka Cockney Rebel) takes Vox Markets through 14 fascinating investment ideas including: 00:00 How his portfolio has fared, current positioning & equity outlook 10:00 Kier 16:35 Telecom Plus 23:10 Card Factory 31:35 Running a concentrated portfolio & when to top-slice. 38:55 Shoezone 45:00 M&S 48:40 Virgin Wines 51:25 DFS Furniture 54:15 Angling Direct 57:45 JD Wetherspoon 61:50 Focusrite 66:45 Rolls Royce 73:25 De La Rue 77:35 Luceco 80:20 Gaming Realms 84:40 Greatest investment mistakes #KIE #TEP #CARD #SHOE #MKS #VINO #DFS #ANG #JDW #TUNE #RR. #DLAR #LUCE #GMR
Tue, October 03, 2023
James van den Bergh of Trufin: H1 revenues increased by 35% & more significant growth expected in H2 & in 2024
James van den Bergh, CEO of Trufin #TRU discusses their interim results for 2023 which saw the group revenues increase by 35% to £8.5m and more significant growth is forecast for H2 and in 2024. Highlights · Combined gross revenue for the Group increased 35% to £8.5m (H1 2022: £6.3m) · Gross revenue at Oxygen Finance Group Limited (together with its subsidiaries) ("Oxygen") increased by 8% to £2.7m (H1 2022: £2.5m), driven by growth in its core UK Early Payments market. EBITDA was flat at £0.3m as Oxygen executed a targeted investment program focused on maximising the revenue potential embedded in its client base · Gross revenue at Satago Financial Solutions Limited ("Satago") increased 180% to £1.7m (H1 2022: £0.6m) with strong growth in subscription services and invoice financing facilities · Playstack Ltd ("Playstack") recorded 7% revenue growth to £2.5m (H1 2022: £2.3m), with the highly anticipated launch of The Last Faith on track for a Q4 release · Gross revenue at Vertus Capital Limited ("Vertus") increased 67% to £1.5m (H1 2022: £0.9m), driven by new facilities, interest rate rises and early settlements · TruFin Group's EBITDA loss improved 12% to £3.8m (H1 2022: £4.3m) · TruFin Group's loss before tax was £6.2m (H1 2022: £4.8m) as a result of a one-off net impairment loss of £1.3m on goodwill (due to the anticipated sale of TruFin's stake in Vertus) plus a depreciation and amortisation charge of £1.2m (H1 2022: £0.5m) TO READ THE FULL RNS CLICK HERE
Mon, October 02, 2023
Alan Green discusses Spurs, AB Dynamics, Sovereign Metals & ECR Minerals
Alan Green CEO of Brand Communications discusses Spurs, AB Dynamics #ABDP, Sovereign Metals #SVLM & ECR Minerals #ECR
Mon, October 02, 2023
More bad news is good news - the medicine is working
Companies discussed on “Taking Stock” today: “XP Power one of the biggest faller and the most followed stock on Vox today. Suggest some are trying to catch a falling knife” #XPP 09:50 “Horizonte Minerals #HZM say they will need to increase the overall capital expenditure requirement by at least 35% and delay first production to Q3-2024” 13:45 “One of the most followed companies today is Gulf Keystone Petroleum #GKP ” 17:20 “Can you have a look at Beeks Financial Cloud Group #BKS , results out today” 18:04 Equipmake #EQIP Results for the year ended 31 May 2023 we look at their news at 18:30 “Futura Medica #FUM share price been drooping, but standing up now” 19:00 “Any thoughts on Gym Group #GYM ?” 21:00 Proteome Sciences #PRM Launch of Single Cell Proteomics Services today. We look at the news and chart at 24:55 There are certain company’s who have been using AI for years, like Intelligent Ultrasound #IUG & Silver Bullet Data Systems #SBDS 29:00 “I bought a little Spirax-Sarco #SPX this morning. Is it terribly off topic to mention a quality company?” 29:59 “Good news of Tap Global #TAP today - thoughts? 38:30 “Just spoke to the management of Directa Plus #DCTA - an interview will be out soon” 41:37 “Hopefully interviewing James, the CEO of Trufin #TRU . Their revenue is forecast to accelerate in H2” 44:57
Fri, September 29, 2023
It's not all bad news...here's some good news for a Friday
Companies discussed on “Taking Stock” today: ishares UK Dividend Fund #IUKD 02:00 Time Finance #TIME 07:18 Deliveroo #ROO 11:25 Future #FUTR 16:12 Oxford Biodynamics #OBD 19:05 Geiger Counter #GCL 21:35 Premier African Minerals #PREM 22:35 Supply@Me Capital #SYME 23:57 Trufin #TRU 26:45 Eden Research #EDEN 30:00 Essentially #ESSN 30:30 Bidstack #BIDS 31:00 Savannah Energy #SAVE 34:34 Verici DX #VRCI # 35:00 Iofina #IOF 37:33
Fri, September 29, 2023
Russ Mould: Will the Bank of England really hold rates higher for longer?
Russ Mould investment director at AJ Bell talks about a potential opportunity in short term bond and asks will the Bank of England really hold rates higher for longer?
Fri, September 29, 2023
John Meyer on China's Property Implosion plus Atlantic Lithium, Bushveld & Sovereign Metals
John Meyer, Mining Analyst and partner at SP Angels discusses the state of the Chinese property market and the potential knock on for commodities prices & resource stocks. Also discussed: Atlantic Lithium #ALL Bushveld Minerals #BMN Sovereign Metals #SVML
Thu, September 28, 2023
AIM ALL Share hits a new low - is this the end of small caps?
Subjects covered on today’s “Taking Stock” today: AIM ALL Share hits a new low - is this the end of small caps? 00:02 If there is a bright spot, it’s valuations are becoming more compelling & we are at peak interest rates 00:02 There’s been 6 down days on the AIM ALL Share Index 02:35 If you average down in bear market, your portfolio could be leveraged towards your losers rather than your winners 03:20 As we go through the transition there is going to be a massive shortage of critical metals 04:30 Stare price trends is all about supply and demand, that’s why its worth looking at charts 10:20 The oil price rally is not sustainable 15:00 In this market a spelling mistake in an RNS will cause a 30% drop 31:55 Companies discussed on “Taking Stock” today: Tritax Big Box REIT #BBOX 06:45 Avacta #AVCT 11:20 Kistos #KIST 13:55 Destiny Pharma #DEST Silver Bullet Data Systems #SBDS 17:28 Atlantic Lithium #ALL 20:45 Strategic Minerals #SML 21:00 Metals One #MET1 21:15 Hays #HAYS 22:12 FDM Group #FDM 23:27 LungLife AI #LLAI 26:31 Zoo Digital #ZOO 28:30 Facilities by <a href="https://www
Thu, September 28, 2023
Neil Herbert, of Atlantic Lithium: DFS puts us into the top 10 lithium spodumene mines in the world
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL talks about the achievements of the last 12 months including their Definitive Feasibility Study, which ranks them in the top 10 lithium spodumene mines in the world. Highlights Project Development and Exploration - Definitive Feasibility Study1 for the Ewoyaa Lithium Project ("Ewoyaa" or the "Project") indicating exceptional economic outcomes and profitability potential for a 2.7Mtpa steady state operation, producing 3.6Mt of spodumene concentrate over a 12-year Life of Mine. - Significant Mineral Resource Estimate1 ("MRE" or the "Resource") upgrade to 35.3Mt at 1.25% Li2O including 28Mt in the Measured and Indicated categories. - Robust Pre-Feasibility Study ("PFS") indicating the Project as an industry-leading lithium asset. - Submission of Mining Lease application for the Project. - Completion of the Front-End Engineering Design ("FEED") for the Ewoyaa Processing Plant. - Advancement of the 2023 resource and exploration drilling programme. Post-period end - Appointment of DRA Global Limited ("DRA") to conduct a Scoping Study to assess the viability of an additional flotation circuit downstream to the proposed Dense Media Separation ("DMS") processing plant. - Memorandum of Understanding ("MOU") signed with The University of Mines and Technology, Tarkwa ("UMaT") to assess the viability of producing feldspar as a by-product at Ewoyaa. Corporate - Appointment of Keith Muller as Chief Executive Officer and Len Kolff as Head of Business Development & Chief Geologist. - Commenced trading of the Company's shares on the ASX under the ticker 'A11'. - Appointment of Keith Muller and Patrick Brindle to the Company's Board of Directors. - Joined the International Lithium Association as an Associate Member. - Granted eligibility for the Company's common shares listed on the OTCQX® Best Market ("OTCQX") in the United States for electronic clearing and settlement through the Depository Trust Company ("DTC"). - Exploration and evaluation expenditure held on the balance sheet for the year ended 30 June 2023 was A$18.0m (2022: A$11.1m). - Cash position at 30 June 2023 of A$15.3m (2022: A$23.9m). Post-period end - Non-binding Heads of Terms agreed with Ghana's Mineral Income Investment Fund ("MIIF") to invest a total of US$32.9m (A$51.4m / £26.3m) in the Company and its Ghanaian subsidiaries to support the development of the Ewoyaa Lithium Project. - Commitment from partner Piedmont Lithium to sole fund the first US$70m, and 50% of any additional development expenditure thereafter, towards the total US$185m development expenditure for the Project, as indicated in the DFS1. - Appointment of Aaron M
Thu, September 28, 2023
Ian James of Silver Bullet: 4D AI contextual data platform, has delivered exceptional growth with revenues growing by 122%
Ian James, CEO of Silver Bullet Data Service #SBDS discusses their interim results noting they have achieved strong revenue growth of 79%. Ian also points out that they continue to see robust demand from clients for both their Customer Experience Services & their 4D, AI contextual data Platform, which means they are targeting a positive EBITDA position in early FY24. Operational Highlights for the 6 Months to 30th June · For the six months to June 2023, Silverbullet experienced a period of strong revenue growth, with revenue having increased by 79% to £4.16 million versus H1 2022 (2022: £2.33m). · Increased revenue driven by the expansion of services to established customer base across the Group's three key markets of US, UK and APAC, alongside new logo wins; notably, over 35% of Group revenue in the period was generated in the US market. · Revenue from '4D' Silverbullet's AI contextual data platform has grown by 122% to £1.22m - driven predominantly by significant growth in the US market. · Revenue from the Customer Experience Services unit has grown by 65% to £2.94m - largely driven by growth with existing clients. · Significantly reduced operating costs as a result of strong cost management and the successful restructure of the 4D team in late 2022 as the platform reached key milestones on the product development roadmap. TO READ THE FULL INTERIM RESULTS CLICK HERE
Thu, September 28, 2023
Chris Tovey, CEO of Destiny Pharma: Destiny is a bit of a unicorn in the UK
Chris Tovey, newly appointed CEO in his first interview suggests Destiny Pharma #DEST is a bit of a unicorn in the UK as there aren’t that many UK biotech companies which have the same near term potential.
Thu, September 28, 2023
New oil field given the go ahead - is this good decision?
Subjects covered on today’s “Taking Stock” today: New oil filed given the go ahead - is this good decision? 01:00 This country is a laughing stock 06:45 HS2 construction firm boss has said he would be cautious about taking on future government projects 07:38 The AIM All Share is 1 point off it’s low 11:25 Natural Gas is heading towards a resistance level & Brent oil is also heading back to $95 17:40 London office market in 'rental recession' as vacancies hit 30-year high 32:43 Companies discussed on “Taking Stock” today: Union Jack Oil #UJO 03:45 Pires Investments #PIRI 04:05 Saietta #SED 09:05 XP Factory #XPF 12:09 Fadel #FADL 19:17 Avingtrans 20:13 Oxford Biodynamics #OBD 21:28 Pantheon Resources #PANR 26:30 Destiny Pharma #DEST 26:39 Amigo Resources #AMGO 26:50 Card Factory #CARD 27:45 Tasty #TAST 28:09 Graft Polymer #GPL 28:20 Comptoir #COM 29:36 Marston’s #MARS <a href="https://www.youtube.com/watch?v=-tWeTQ8dchA&t=18
Wed, September 27, 2023
Interview with CEO Steve McQuillan & CFO Stephen King of Avingtrans
In this fascinating interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s in line FY’23 results and exciting outlook
Wed, September 27, 2023
Interview with CEO Tarek Fadel & CFO Vicary Gibbs of Fadel Partners
In this upbeat interview, CEO Tarek Fadel & CFO Vicary Gibbs of Fadel Partners take me through today’s in line H1’23 results and positive H2 outlook
Wed, September 27, 2023
Richard Harpham of XP Factory: We have delivered transformational growth in H1, revenue up 130%, and the second half will be busier
Richard Harpham CEO of XP Factory Follow #XPF says they were delighted to have delivered such transformational growth in H1, with revenue up 130% to £18.7m. He also notes that with the second half weighting of the industry, he remains optimistic for the performance of both businesses and expects to report full year numbers in line with market expectations. FINANCIAL HIGHLIGHTS · Group revenue increased 130% to £18.7m (H1 2022: £8.1m) demonstrating the significant growth in scale: - Escape Hunt® owner operated site revenue increased 41% to £6.1m (H1 2022: £4.3m) - Boom Battle Bar® ("Boom") owner operated revenue increased 416% to £11.3m (H1 2022: £2.2m) · Gross margin maintained at 62.1% (H1 2022: 62.8%) · Pre IFRS 16 Group Adjusted EBITDA1 profit of £1.05m (H1 2022: £0.28m) · Site level pre IFRS 16 EBITDA profit of £5.0m (H1 2022: profit £2.2m) · Cash at 30 June 2023 of £3.7m (31 Dec 2022: £3.2m) OPERATING HIGHLIGHTS · Double digit like-for-like2 sales growth delivered across both owner-operated brands: o Boom: up 19.6% in the 26 weeks to 2 July 2023 o Escape Hunt® : up 20.4% in the 26 weeks to 2 July 2023 · Boom franchise sites in Chelmsford and Ealing acquired in June 2023 · Boom owner operated site level EBITDA margins 19% in sites trading over 12 months and 11% overall (H1 2022: loss 33%) · Escape Hunt® owner operated site level EBITDA margins 40% (H1 2022: 40%) continue to exceed internal targets TO READ THE FULL RNS CLICK HERE
Tue, September 26, 2023
If Cash is King, what is Queen?
Subjects covered on today’s “Taking Stock” today: If Cash is King, what is Queen? Water firms forced to pay back customers for poor performance Sick days at work hit highest level for 10 years Spotify testing AI-powered feature to translate podcasts into different languages Companies discussed on “Taking Stock” today: Bowleven #BLVN 01:33 MCG Pharma #MXC 01:56 Cleantech Lithium #CTL 04:25 Oxford Biodynamics #OBD 05:30 LungLife AI #LLAI 07:30 Card Factory #CARD 08:50 Asos #ASC 11:20 EQTEQ #EQT 13:43 eEnergy #EAAS 14:08 Moonpig #MOON 14:20 PCI-PAL #PCIP 14:45 Quantum Blockhain #QBT 15:10 Bitcoin 15:45 LifeSafe Holdings #LIFS 16:45 Supreme #SUP 17:35 Bushveld Minerals #BMN 18:13 Journeo #JNEO 18:52 Yü Group #YU . 22:55 Kinovo #KINO 24:38 Invinity Energy Systems <a href="https://www.youtube.com/h
Tue, September 26, 2023
David Mirzai discusses Atome Energy, Sound Energy & Union Jack Oil
David Mirzai, Energy Analyst at SP Angel discusses the oil market and covers recent news from: Atom Energy #ATOM Sound Energy #SOU Union Jack #UJO
Tue, September 26, 2023
Interview with CEO Sandy Chadha of Supreme
In this interview, CEO Sandy Chadha of Supreme takes me through today’s better than expected trading update with FY'24 EBITDA guidance upgraded by 13% to between £28m-£30m on sales up 28% vs LY to £195m-£205m.
Tue, September 26, 2023
Aldo Boitano of CleanTech Lithium: Two scoping studies means we have a total NPV of nearly $3 billion
Aldo Boitano, Chief Executive Officer, of CleanTech Lithium #CTL discusses the results of the Francisco Basin Project Scoping Study, their second major project which now means together with results from Laguna Verde they currently have a total NPV of nearly $3 billion and an IRR of more than 43% for each project. Highlights: · Supports the potential for Francisco Basin to become a major supplier of battery grade lithium to European and US markets based on sustainable direct lithium extraction ("DLE") technology Scoping Study Highlights: · Based on annual production of 20,000 tonnes of battery grade lithium carbonate for a production period of 12 years based largely on Indicated resources · Calculates accumulated net cashflows (post-tax and royalties) of US$2.5 billion to be generated over the production period with low operating cost of US$3,641 per tonne of lithium carbonate · Estimated capital expenditure of US$450.0m, based on DLE plant using Sunresin Materials existing DLE technology, including 20% contingency · Attractive economics with post-tax NPV of US$1.1 billion using a discount rate of 8%, post-tax IRR of 43.5% and a payback period of 2 years and 7 months - based on a long-term lithium carbonate price of US$22,500 per tonne from 2028 (Note: see below for sensitivity analysis including the NPV at a 10% discount rate) · The study assumes production commences in 2027 as the Company aims to progress project development stages with a one-year lag to the more advanced Laguna Verde project, where production is targeted for 2026 · Industry leading ESG credentials, a critical advantage for the EU market, based on utilising DLE which returns spent brine to the basin aquifers, and renewable energy for processing power by connecting with the Chilean grid and its abundant renewable energy supply · The Company plans to undertake another resource drill programme at Francisco Basin, commencing Q4 2023, aiming to further upgrade the current resource estimate, which is 0.92 million tonnes of lithium carbonate equivalent (LCE) at a grade of 207mg/L Lithium · This could extend the 12-year production period and would enhance projected economic returns · A Pre-Feasibility Study ("PFS") on the project is planned to commence on the completion of the resource drill programme, which is expected to be in 2H 2024 To read the full RNS click here
Mon, September 25, 2023
Alan Green discusses Altona Rare Earths, Frontier IP & Warpaint
Alan Green CEO of Brand Communications discusses: Altona Rare Earths #REE Frontier IP Group #FIPP Warpaint London #W7L
Mon, September 25, 2023
The UK economy is set to slow - this is good for the markets
Taking Stock - Monday 25th September 2023 Subjects covered on today’s “Taking Stock” today: Global economies are slowing but this is not necessarily bad for the markets. The Vix has just crossed the 200 day moving average. The Aim All Share Index has been in a bear market for a longer period than it was during the Great Financial Crisis: The markets priced in this recession. So if predictions are for interest rates to drop in the Spring on 2024, when will the markets price this in? Shopping habits have changed for good, says Aldi. Shoppers are buying more own label products than ever before. Companies covered on “Taking Stock” today: Invinity Energy Systems #IES 07:00 Windar Photonics #WPHO 10:20 Crimson Tide #TIDE 11:50 Brighton Pier’s #PIER 18:25 Saietta Group’s #SED 19:35 Gulf Keystone Petroleum #GKP 22:05 Getec #GTC 22:59 Videndum #VID 23:45 Facilities by #ADF 24:36 SpaceandPeople #SAL 26:20
Mon, September 25, 2023
Q&A with Venture Life, CEO Jerry Randall
In this interview, CEO Jerry Randall of Venture Life #VLG takes Vox Markets through today’s impressive interim results and in line guidance with H1’23 EBITDA climbing 33% to £4.4m on sales up 10.4% LFL to £23.5m
Fri, September 22, 2023
This is the real reason the Bank of England paused...
This is the real reason the Bank of England paused... Ocado #OCDO Inland Homes #INL Sondrel #SND Journeo #JNEO Strix #KETL Kodal Minerals #KOD Renalytix #RENX Optibiotix #OPTI Comptoir #COM Vodafone #VOD
Fri, September 22, 2023
Vox Markets Fund Manager Series: Duncan MacInnes of Ruffer
Watch the interview on YouTube In this interview, fund manager Duncan MacInnes of Ruffer takes Vox Markets through the: 00:00 Outlook for the economy, fixed income & equites. 04:20 How the Ruffer funds are positioned. 09:35 Fixed income investing 15:10 Where are interest rates heading & when will they be cut. 23:00 Hedging & risk management strategies 28:55 Why the Japanese Yen looks interesting. 36:00 Managing fixed income duration 40:55 Gold, silver & uranium 45:25 Closing Investment Trust discounts 47:35 Oil sector & BP 52:00 Megacap tech, TSMC Alibaba, Meta & Amazon. 56:20 When to load up on risk.
Fri, September 22, 2023
Vadim Alexandre discusses Spectral MD & Hemogenyx
Vadim Alexandre, Head of Healthcare at SP Angel talks about Spectral MD #SMD #MDAI $MDAI & Hemogenyx #HEMO
Fri, September 22, 2023
John Meyer discusses heat pumps, the energy transition plus BlueJay #JAY Kodal #KOD & Savannah #SAV
John Meyer mining analyst & partner att SP Angle discusses heat pumps, the energy transition plus BlueJay #JAY Kodal Minerals #KOD & Savannah Resources #SAV
Thu, September 21, 2023
How will the Bank of England's rate decision effect the markets?
How will the Bank of England's rate decision effect the markets? Taking Stock - Thursday 21st September 2023 Companies mentioned on today’s “Taking Stock” today included: Next #NXT JD Sports #JD. Marks & Spencer #MKS Ocado #OCDO Up Global #UPGS Synairgen #SNG Light Science Technologies #LST Diploma #DPLM Water Intelligence #WATR Eneraqua #ETP Ondo InsurTech #ONDO Strix #KETL MyCelx Technologies #MYX Directa Plus #DCTA Premier African Minerals #PREM 88 Energy #88E BlueJay Mining #88E Vela Technologies #VELA Cizzle Biotechnology #CIZ Van Elle #VANL MJ Gleeson #GLE Kooth #KOO
Thu, September 21, 2023
Hot Stocks with Paul & Justin: Did the BoE pause because of an impending recession?
Hot Stocks with Paul & Justin: Did the BoE pause due to an impending recession? 00:00 Implications of US & UK interest rate decisions. 05:45 & 36:35 Avacta #AVCT 14:45 Destiny Pharma plc. #DEST 16:25 Breaking news for Intelligent Ultrasound #IUG 21:15 hVIVO #HVO 24:30 Belluscura #BELL 28:05 Totally Plc #TLY 30:25 Saietta Electric Drive #SED 32:45 Cake Box #CBOX 33:50 Avingtrans #AVG 38:50 Supreme PLC #SUP 42:25 Good Energy #GOOD 47:35 Sondrel #SND 50:45 Equals Money #EQLS 56:20 Argentex Group PLC. #AGFX 59:45 Cornerstone FS #CSFS 60:30 Elecosoft #ELCO
Wed, September 20, 2023
Does today's inflation data mean we will see the last BoE interest rise tomorrow?
Does today's inflation data mean we will see the last BoE interest rise tomorrow? Taking Stock - Wednesday 20th September 2023 Companies mentioned on today’s “Taking Stock” today included: Avacta #AVCT Destiny Pharma #DEST Barratt #BDEV Brandshield #BRSD OnTheMarket #OTMP Ocado #OCDO Hargreaves Lansdown #HL . AJ Bell #AJB Union Jack Oil #UJO Rosslyn Data Technologies #RDT Greatland Gold #GGP Diploma #DPLM JD Sports #JD . Ten Lifestyle #TENG Crimson Tide #TIDE Saietta #SED Prospex Energy #PXEN Digital Box #DBOX LBG Media #LBG Facilities by ADF #ADF Taylor Wimpey #TW .
Wed, September 20, 2023
What's your favourite stock and why?
Welcome to Taking Stock on Tuesday 19th September 2023 Taking Stock: Is a look at today's top business news & investment views plus we cover the winners, losers, the most read company news & the most followed. Today this includes: What is you favourite stocks & why? Companies mentioned on today’s “Taking Stock” today included: Avacta #AVCT Unilever #ULVR Hargreaves Lansdown #HL . Ocado #OCDO Scancell #SCLP Fintel #FNTL Water Intelligence #WATR Good Energy #GOOD Billington Holdings #BILN SpaceandPeople #SAL Serica Energy #SQZ Quiz #QUIZ Northcoders #CODE
Wed, September 20, 2023
‘Macro Investing’ masterclass with Chris Watling, Patrick Armstrong and Edmund Shing
( Watch the video on YouTube ) In this ‘Macro Investing’ masterclass, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through: 00:00 Where investors are in the economic cycle? 02:24 Outlook for equities. 06:00 Opportunities in fixed income. 07:25 Do global stock valuations make sense? 10:15 How to play technology? 14:45 China, commodities, oil & miners 23:25 How might high oil prices feed through into central bank decisions? 26:35 Banks & bonds. 31:15 Health of the consumer. 35:45 Attractive investment themes to consider. 43:15 Key risks to watch out for.
Tue, September 19, 2023
Vox Markets Interview with Avacta CEO Alastair Smith
Following today’s “ stunning ” safety & efficacy data wrt Avacta's AVA6000 phase 1a clinical trial, I was delighted to catchup again with CEO Alastair Smith, who took me through the hugely significant news.
Tue, September 19, 2023
Early signs property market is starting to pick up
Early signs property market is starting to pick up. Mortgage lenders have recently been cutting their fixed-rate deals, on hopes that UK interest rates may be close to their peak. Last week The Mortgage Works, a division of Nationwide, launched a five-year fixed-rate deal priced at 4.99%, a sign that a “mortgage rate war” was well under way. Companies mentioned in Taking Stock today included: Directa Plus #DCTA Versarien #VRS Bango #BGO Hemogenyx #HEMO Futura Medical #FUM Facilities by ADF #ADF Majestic Corporation #MCJ Mobile Streams #MOS Orcadian Energy #ORCA RA International #RAI Wildcat Petroleum #WCAT S4 Capital #SFOR BSF Enterprise #BSFA
Tue, September 19, 2023
Alan Green discusses TruSpine Technologies, Ora Technology & First Class Metals
Alan Green CEO of Brand Communications discusses: TruSpine Technologies #TSP Ora Technology #ORA First Class Metals #FCM
Fri, September 15, 2023
Big Data Week Next - Are we nearly at peak rates & peak pessimism?
Big Data Week Next - Are we nearly at peak rates & peak pessimism? Taking Stock Friday 15th September 2023 Companies mentioned on today’s “Taking Stock” today included: Silver Bullet Data Systems #SBDS Keystone Law #KEYS React #REAT Games Work Shop #GAW Rolls Royce #RR. Mcbride #MCB Insig AI #INSG Inspired Energy #INSE Rockfire Resources #ROCK Quartix Technologies #QTX Aurrigo International #AURR Polarean Imaging #POLX Technology Minerals #TM1 Directa Plus #DCTA
Fri, September 15, 2023
Russ Mould discusses whether its time to be more optimistic about the markets
Russ Mould, Investment Director at AJ Bell discusses whether its time to be more optimistic about the markets.
Fri, September 15, 2023
John Meyer on Chinese stimulus plus Arc, Bushveld, Cornish Metals, Empire Metals & Tertiary Min
John Meyer, Mining Analyst & partner at SP Angel. Arc Minerals #ARCM Bushveld Minerals #BMN Cornish Metals #CUSN Empire Metals #EEE Tertiary Minerals #TYM
Fri, September 15, 2023
House prices fall at their fastest pace since February 2009, which in hindsight...
House prices fall at their fastest pace since February 2009, which in hindsight was an opportunity. Companies mentioned on today’s Taking Stock include: JD Sports #JD . Dr. Martens #DOCS Seed Innovations #SEED Hornby #HRN Games Workshop #GAW Invinity Energy Systems #IES Hemogenyx #HEMO Checkit #CKT Crimson Tide #TIDE Geiger Counter #GCL Supreme #SUP Alkemy Capital Investments #ALK THG PLC #THC Greatland Gold #GGP Trufin #TRU Critical Mineral #CMRS Tungsten West #TUN Keystone Law #KEYS Saietta #SED Feedback #FBDK Eneraqua #ETP
Thu, September 14, 2023
Vadim Alexandre discusses Spectral MD, Destiny Pharma & Hemogenyx
Vadim Alexandre, head of Healthcare at SP Angel discusses Spectral MD #SMD Destiny Pharma #DEST Hemogenyx #HEMO
Thu, September 14, 2023
A recession is looming but this is not a bad thing for the markets
A recession is looming but this is not a bad thing for the markets this is what the Bank of England wants. Companies mentioned on Taking Stock today include: Anpario #ANP Argentex #AGFX Belluscura #BELL Brighton Pier #PIER Card Factory #CARD City Pub Group #CPC Cornerstone #CSFS Equals #EQLS Feedback #FDBK Hornby #HRN Hummingbird #HUM IOG PLC #IOG Kinovo #KINO Live Company Group #LVCG Loungers #LGRS Mode Global Holdings #MODE On the Beach Group #OTB Poolbeg Pharma #POLB Supreme #SUP Ten Entertainment #TEG XP Factory #XPF
Wed, September 13, 2023
Q&A with CEO Harry Adams, CFO Jo Stent & COO David Christie of Argentex
After today’s impressive 1st half results, CEO Harry Adams, CFO Jo Stent and COO David Christie of Argentex - a specialist provider of foreign exchange services to corporates & asset managers - take me through: a) Key top & bottom line growth drivers. b) Global Expansion strategy. c) Newly launched technology platform d) Long term 'aspirational' targets.
Wed, September 13, 2023
Q&A with Dr Tom Oakley of Feedback plc
Feedback plc CEO Dr Tom Oakley speaks to Vox Markets about the clinical imaging specialist’s half year results, how it’s overcoming the challenges of selling into the NHS, and why digital technologies like its SaaS solutions are key to solving the many problems in the health service.
Wed, September 13, 2023
Jeremy Skillington of Poolbeg Pharma: 2023 saw significant progress in advancing our pipeline
Jeremy Skillington CEO of Poolbeg Pharma: "During H1 2023, we made significant progress in advancing our pipeline, bolstered by the strong clinical trial data for POLB 001 and breakthroughs in our AI-led drug discovery programmes. We are well positioned for ongoing development and future growth with a strong focus on our business development activities." Interim Results Highlights and Business Update · Strong cash balance of £14.1 million as at 30 June 2023 (31 December 2022: £16.2m) · Positive results from the POLB 001 LPS human challenge trial. The asset has the potential to be an effective treatment for severe influenza and potentially other acute inflammatory conditions · Strategic expansion of POLB 001 into oncology, including as a potential treatment option for Cytokine Release Syndrome (CRS), a side-effect associated with up to 95% of CAR T cell therapies · Further to discussions with prospective partners interested in this area, the Company is actively exploring a potential new indication for POLB 001 in oncology beyond CAR T · The Company's artificial intelligence (AI) programme with CytoReason provided unparalleled insights into influenza infection and successfully identified a number of novel and valuable drug targets · The lab-based validation of the Respiratory Syncytial Virus (RSV) drug targets and treatments identified from the Company's AI-led programme is progressing and expected to complete in H2 2023 · The Poolbeg-led Oral Vaccine consortium (EncOVac), which was awarded €2.3 million in grant funding, progressed to the next phase of development, marked by the commencement of the encapsulation validation process · Continued progress on the Oral GLP-1 agonist proof-of-technology clinical trial preparation. As a result of adopting recommendations from a number of Key Opinion Leaders (KOLs), the clinical trial design has been refined and the trial is expected to commence in H1 2024 · Industry veteran, Professor Brendan Buckley, appointed as Non-Executive Director in May 2023 To read the full RNS click here
Tue, September 12, 2023
Wages up, Unemployment up, Food Inflation Falls - what will the BoE do?
Taking Stock - Tuesday 12th September 2023 "Could you have a look at Gaming Realms #GMR - good interim results out today" "Shows how tough the market is. Equals is only up 4% on having had a fantastic set of results" "If you were forced to buy a stock, which one would it be?" Companies mentioned: Gaming Realms #GMR Equals #EQLS Cornerstone #CSFS Hvivo #HVO Zenova #ZED Time Finance #TIME Itaconix #ITX Supply @ Me Capital #SYME Kefi Gold & Copper #KEFI Silver Bullet Data Systems #SBDS Ocean Harvest Technology #OHT Invinity Energy Systems #IES Ilika #IKA Intelligent Ultrasound #IUG Feedback #FDBK
Tue, September 12, 2023
Vox Markets Fund Manager Series: Kartik Kumar of Artemis
In this highly fascinating interview, fund manager Kartik Kumar of Artemis takes me through the: Outlook for equites? 00:00 UK banks: Natwest & Lloyds. 06:31 Megacap tech: Google & Meta. 13:27 Nintendo. 20:29 Integrated oil & gas majors: Shell & BP. 25:13 UK Housebuilders: Bellway, Berkeley, Barratts & Redrow. 28:06 Consumer: Frasers. 36:36 Low cost airlines: Easyjet & Ryanair. 42:18 Capital markets providers: Plus500, Hargreaves Lansdown and London Stock Exchange. 48:06 Healthcare – GSK & Haleon. 54:44 Online food delivery platforms: Just Eat & Delivery Hero. 61:01
Tue, September 12, 2023
Q&A with hVIVO’s Mo Khan
hVIVO’s Mo Khan: “we are seeing revenue fully contracted well into next year” Mo Khan, chief executive of hVIVO, talks to Vox Markets about what’s behind the company’s blockbuster half-year results and an upgrade of its full year sales and profit forecasts, and the commitment to a new regular dividend. In this interview, hVIVO chief executive Mo Khan talks to Vox about what’s behind the company’s blockbuster half-year results and an upgrade of its full year sales and profit forecasts, including the development of new human challenge models and a continued focus on driving operational efficiency, underpinned by a move to a new state-of-the-art facility. 0:37 Mo Khan discusses the highlights of the strong half-year results. 2:08 How the diversification of the business across new challenge models and the expansion of the scope of its services is underpinning scalable growth. 4:20 Real world examples of how human challenge models are accelerating the drug delivery process at large biopharma companies. 7:10 The success in scaling up the business, including recent news of a new facility to conduct human challenge trials to be opened 9:09 How a focus on operational efficiency is driving margin expansion, and the impact of the new facility 9:52 The strong outlook with revenue visibility stretching well into 2024, and what’s behind the upgrade of sales and profit outlook, and introduction of a new regular dividend.
Tue, September 12, 2023
Q&A with Equals CEO, Ian Strafford-Taylor & CFO, Richard Cooper
After today’s record 1st half results & upgraded outlook, CEO Ian Strafford-Taylor & CFO Richard Cooper of Equals - a leading B2B international e-payments & fintech platform - take me through the business': a) Key top & bottom line growth drivers. b) European Expansion strategy. c) Newly introduced progressive dividend policy, and d) Long term 'aspirational' targets.
Mon, September 11, 2023
Time to be bullish in this bearish market?
Companies mentioned on today’s Taking Stock include: Avacta #AVCT Vistry #VTY Guild Esports #GILD Engage XR #EXR Intelligent Ultrasound #IUG Union Jack Oil #UJO Premier African Minerals #PREM Bushveld Minerals #BMN BSF Enterprise PLC #BSFA Barkby Group #BARK Sportech #SPO Beacon Energy #BCE Time to be bullish in this bearish market? VOX CONTENT Union Jack Oil #UJO Intelligent Ultrasound #IUG MOST FOLLOWED Atlantic Lithium #ALL CleanTech Lithium #CTL MOST READ RNS Premier African Min #PREM - Approval of further funding for Zulu Project Bushveld Minerals Ld - Investment by Southern Point Resources BSF Enterprise PLC #BSFA - Strategic Update WANdisco Plc #WAND - Interim results RISERS Barkby Group #BARK - Response to media speculation re CSS Guild Esports #GILD - Sky Glass appointed Official Television Partner FALLERS Sportech #SPO - Proposed De-lisiting Beacon Energy #BCE - Schwarzbach-2(2.) Well Update Time to be bullish in this bearish market? We have employment data out tomorrow & GDP data out on Wednesday. Survey of businesses gives further indication that Bank of England could limit future interest rate rises Businesses are pulling back on hiring and slowing their output under the strain of rising borrowing costs, according to a study that gives a further signal that the Bank of England could limit future interest rate rises. A modest pickup in manufacturing in August failed to prevent a slowdown in broader UK private sector economic activity, a survey of businesses by the accountancy firm BDO found. City traders have cut their expectations for further interest rate rises. They forecast that the central bank will increase interest rates by 0.25 percentage points to a peak of 5.5% when its monetary policy committee meets on 21 September. Labour market data released on Tuesday is likely to show the job
Fri, September 08, 2023
Portfolio Managment: What's your biggest position % wise?
Portfolio Managment: What's your biggest position % wise? Stocks mentioned: Harland & Wolff #HARL Avacta #AVCT Polarean Imaging #POLX Seeing Machines #SEE Atlantic Lithium #ALL Arc Minerals #ARCM AMTE Power #AMTE Tharisa #THS LungLife AI #LLAI Tlou Energy #TLOU Greatland Gold #GGP Gear4Music #G4M
Fri, September 08, 2023
Vadim Alexandre discusses Tissue Regenix, Spectral MD & Polarean Imaging
Vadim Alexandre, Head of Healthcare at SP Anglel discusses Tissue Regenix #TRX Spectral MD #SMD Polarean Imaging #POLX
Fri, September 08, 2023
wo years since the high on the AIM All Share Index - where is the bottom?
Two years since the high on the AIM All Share Index - where is the bottom? Stocks mentioned: Podpoint #PODP Manolette Partners #MANO Begbies Traynor #BEG Inspecs #SPEC Directa Plus #DCTA Versarien #VRS Intelligent Ultrasound #IUG Kinovo #KINO Cleantec Lithium #CTL Helium One #HE1 Polarean Imaging #POLX Chill Brands Group #CHLL Synthomer PLC #SYNY CVS Group #CVSG Pets at Home #PETS
Fri, September 08, 2023
Neil Herbert of Atlantic Lithium: $32.9m investment demonstrates the Government of Ghana's conviction in the Ewoyaa Lithium Project
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL commenting on Ghana's Minerals Income Investment Fund agreeing to invest US$32.9 million in the company to support the development of the Ewoyaa Lithium Project says this investment, “demonstrates the Government of Ghana's conviction in the Project”
Thu, September 07, 2023
Hot Stocks Video: How to emotionally deal with a big hit plus lots of stocks mentioned including..
How to emotionally deal with a big hit plus stocks mentioned today include: Sondrel #SND 08:10 Polarean Imaging #POLX 14:20 Belluscura #BELL 26:20 Intelligent Ultrasound #IUG 36:25 Elecosoft #ELCO 43:30 Saietta Electric Drive #SED 46:20 Good Energy #GOOD 49:20 Michelmersh Brick Holdings PLC #MBH 52:15 Inspiration Healthcare #IHC 57:15
Thu, September 07, 2023
Would you mind having a wind farm next to your house?
Would you mind having a wind farm next to your house? Taking Stock: Wednesday 6th September 2023 UK builders suffer sharp fall in orders as rates rise John's beach shirt crashes the internet Are Covid stocks due a come back? Oil is trying to break up above $90. Companies mentioned include: Novacyt #NCYT Omega Diagnostics #ODX iShares UK Dividend ETF #IUKD City of London Investment Trust #CTY Restore #RST Genedrive PLC #GDR Good Energy #GOOD Invinity Energy #IES Light Science Technologies #LST Zenova Group #ZED Nexteq PLC #NXQ Plexus Holdings Plc #POS Tribe Technology #TRYB Avacta Group #AVCT Global Invacom Group #GINV Powerhouse Energy #PHE Atlantic Lithium #ALL LoopUp #LOOP
Tue, September 05, 2023
What are you? a buyer, seller or holder?
What are you? a buyer, seller or holder? Taking Stock: Tuesday 5th September 2023 B&M European #BME Somero #SOM Sondrel #SND Graft Polymer #GPL Crimson Tide #TIDE Checkit #CKT Smartspace #SMRT Eleco #ELCO Kinovo #KINO Diageo #DGE Verici #VRCI Tissue Regenix #TRX 88 Energy #88E AFC Energy #AFC Alkemy Capital #ALK Kefi Gold & Copper #KEFI Polarean Imaging #POLX Getbusy #GETB Blackbird #BIRD Battery electric cars took their highest monthly market share for the year, accounting for 20.1% of new cars registered Vistry #VST Is housebuilding under going a structural change?
Tue, September 05, 2023
Q&A: How GetBusy is using Software as a Service to take the pain out of professional services
( Watch the Video Interview HERE ) For 20 years, GetBusy has been supporting professional services industries including accountancy manage their documentation. In this interview, we talk to chief executive Daniel Rabie and CFO Paul Haworth about how that’s translating into the strong growth seen in the company’s latest half year results, and how the group’s high margin, high recurring revenue model is allowing it to invest to further support its customers with the increasing regulatory burden and rising cyber security threats. 0:32 Introducing GetBusy and how its productivity products support the professional services industry. 2:00 : How that’s translating into the strong growth seen in the latest half year results, and leaves the company on track to meet its target of doubling revenues by 2026 3:31 : How the business model delivers such high gross margins and levels of recurring revenue, most notably the transition to a SaaS model. 5:00 : How the mission critical, quasi-infrastructural nature of the product means very low churn rates, and how a large proportion of revenues are received in advance. 6:15 : How a strong cash profile self-funds investment in sales and marketing, including the expansion of its partnerships, and product development, including the integration of AI. 8:52 : Discussing the global nature of the business, and the particular attractiveness of the US market where the accountancy industry faces a hiring crisis. 10:00 : How trends in remote working, regulation and cybersecurity are supporting the growth outlook
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