The Vox Markets Podcast

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 01:10 easyjet 04:55 Jet2 08:10 Aim vs Main market listing 10:05 Avingtrans 14:30 Keller 1...

In this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through last week’s ‘in line’ FY’25 results and positive outlook. Disclosure: Verici is a Vox Markets client

Great Western Mining Corp PLC : More tungsten assay results from Defender-Pine Crow Great Western Mining has released the results of a machine-cut channel sampling programme undertaken at its Defender-Pine Crow tungsten project in Nevada. The company cut four channels, and each showed tungsten mineralisation comparable to other projects in the area, notably that of Guardian Metals at Pilot Mountai...

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. 00:00 Portfolio performance in H1’26 02:45 Craneware 17:25 CMC Markets 21:45 Topps Tiles 25:45 James Latham 30:05 Activeops 41:20 Focusrite 45:15 Cake Box 49:05 Proservice Building Services 53:30 Seeing Machines 58:50 Invinity Energy Sy...

Rome Resources has released the assay results from its latest drilling programme at the Kalayi tin project in the Democratic Republic of Congo. The grades are averaging at over 2%, which is world class, and the widths are strong too. The next step will be a resource upgrade, which is coming within the month. Rome's chief executive Paul Barrett joins Vox to tell us more.

Watch on YouTube Shearwater Group  #SWG has announced a five-year, circa £25 million contract expansion with a global telecoms customer, materially improving revenue visibility and supporting FY26 expectations. This morning’s appointment of Jonathan Entract as Independent Non-Executive Director and Audit Committee Chair adds a governance and capital allocation angle, with investors likely to focus...

Watch on YouTube Fortuna Metals is advancing its Malawi rutile and graphite project at a rapid pace. The company is currently drilling, a bulk sample's been taken, work is ongoing on early economic calculations, and previous sampling shows that the grade is highly attractive. The project is close to a railway, and not far away from Sovereign Metals' major mineral sands development at Kasiya. Fortu...

ECR released interim results this week, and chairman Nick Tulloch took the opportunity to spell out exactly what his vision for the company is over the coming years. It's more than likely, he tells Vox, that the company will have been able to bring four Australian gold mines to production by the end of 2027, and that the cash being generated will be significant. Raglan's already up and running, an...

Metals One has released financial results for the year to end 2025. The year was a transformational one for the company as it built big positions in North American uranium, as well as in gold in the USA and South Africa. There was also an impairment on the company's long-standing Scandinavian nickel asset. Dan Maling, Metals One's managing director, joins Vox to tell us what happens next.

Watch on YouTube Analyst Peter Hitchens has written an extensive research report on Quantum Helium , the company with extensive assets in Colorado. Hitchens joins Vox to tell us why he likes the company, to explain the reasoning behind his ambitious price target for the company, and to outline some of the broader economic context in which Quantum is operating.

Watch on YouTube  In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive FY’26 results and in line FY'27 outlook.

Metals One is participating in a major transaction that will simplify the ownership structure for the Barbrook and Vantage gold assets in South Africa that will shortly be coming into the ownership of Lions Bay Capital. The South African assets are just exiting a bankruptcy status in a process that now has government approval and, once the transaction is complete, will be 100%-owned by Venture-lis...

Watch on Youtube Mindflair’s 2025 results show a company with growing exposure to AI-focused venture assets, recent cash realisations, no debt and a significant discount to reported NAV. The interview explores whether further portfolio progress, liquidity events and commercial traction can help close the valuation gap for shareholders.

Watch on YouTube Rift Helium listed in London in April, and it’s been all systems go since then. The company is currently working on an environmental impact assessment at its helium project in Tanzania. The EIA is a prelude ti a major seismic campaign planned for later this year, and the results from that will be plugged into planning for a drill programme in 2027. Rift chief executive Charlie Fit...

Watch on YouTube Pinnacle Silver & Gold has signed an agreement with well-known metals trader Auramet, under the terms of which  Auramet has agreed to provide US$5 million in finance for the development of the El Potrero gold and silver project in Mexico. The El Potrero project comprises several old mines that could be brought back into production pretty quickly and relatively cheaply, if show...

Watch on YouTube Focusrite’s latest results show improving margins, stronger cash generation and a significant reduction in net debt, helped by pricing discipline, working capital control and growth in direct-to-consumer sales. But investors will be watching whether modest revenue growth, tariff uncertainty and the Sequential impairment can give way to a more convincing phase of sustained earnings...

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Advanced Medical Solutions 04:00 Recent buys 07:25 Spire Healthcare 12:45 Ramsdens 19:15 Segro 23:50 Easyjet 28:10 Gamma Communications 31:30 IP Group 33:40 ITV 37:00 Avingtrans 40:35 Distribution Finance Capital Holdings 44:35 Vo...

Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on Rift Helium. Rift recently listed on Aim, and plans to drill its helium assets in the Rukwa Basin in Tanzania next year. Slater talks about the huge upside that's on offer, and walks us through the reasoning behind his 29.1p risked NAV for the company, and his total unrisked NAV of 4...

Yuen Low, director of research at Cavendish joins Vox for a discussion about Blencowe Resources, a company he has just issued an extensive report on. Low talks about his aggressive price target of 47.9p for the company, and his expectations that in due course EBITDA from Blencowe's Orom-Cross graphite project in Uganda could go into the hundreds of millions of dollars. Key to his optimism is the n...

Quantum Helium's ongoing testing programme at the Sagebrush well continues to deliver favourable results. The helium structures and pressure are meeting expectations, and there's also been the additional bonus of significant oil flows. To date around 100 barrels of oil have been produced, and it looks like there's more to come. Chief executive Howard McLaughlin joins Vox to tell us the implication...

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Recent buys & sells (GRI, ECEL, GTLY, EYE, TATE, ALFA, PINE, CRW, FNTL, AMS & EKF) 14:00 Advanced Medical Solutions 21:05 PPHE Hotel 24:10 Inspecs 28:45 Everyman Media 33:00 Windar Photonics 37:00 Rathbones 41:50 Marstons 44:10 eEnergy 48:...

Pilar Gold is moving towards production at its four million ounce project in Brazil. The project previously produced of the order of 70,000 ounces per year, before it ceased production in 2017. Now, with a huge resource base, the plan is to put the project back into production within a few months at an initial rate of around 40,000 ounces, and ramping up thereafter. Pilar also owns a stake in the...

In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 23 stock ideas, including: 00:00 Smallcap/equity outlook. 02:25 Closing discounts to NAV for Oryx and North Atlantic 06:00 Tate & Lyle 08:00 Spire healthcare 08:55 Pinewood Tech 13:05 Tribal Group 17:05 Big Tec...

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 SpaceX IPO 04:40 Bodycote 08:20 AudioBoom 10:55 Evoke 14:30 Tate & Lyle 17:25 WH Smith 21:35 Portmeirion 26:05 Frasers 29:30 Pets at Home 31:25 Beeks Financial 38:20 Wise 43:10 GB Group 48:55 RWS 57:40 LBG Media 63:10 ME Group 66:30 Spire Heal...

Poolbeg Pharma has announced the activation of the first clinical trial site for its POLB 001 TOPICAL study, marking a key operational milestone for its lead programme. The trial will evaluate POLB 001 as a potential preventative treatment for Cytokine Release Syndrome in relapsed/refractory multiple myeloma patients receiving teclistamab, an approved bispecific antibody. With recruitment now unde...