Vox Markets Podcast
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.
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Vox Markets Podcast
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Latest episode
Jul 10, 2026
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Episodes
2296: Q&A with Venture Life CFO Danny Wells 27.01.2026 18:40
Following yesterday’s positive and in line FY’25 trading update, CFO Danny Wells of Venture Life #VLG - a leading consumer healthcare products firm - kindly takes me through the: 00:00 Key drivers underpinning the double digit top line growth 05:10 Health & Her/Him brand07:15 Performance overseas & expansion into US 11:10 outlook for (17 months ending) May’26 & utilisation of £34.3m ca...
2296: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard 27.01.2026 13:52
Following today’s strong and better than expected FY’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the: 00:00 Current demand picture and growth drivers. 04:25 Financial highlights 07:45 Future organic and acquisitive growth opportunities 10:05 Outlook for 2026 & closing remarks Disclosure: I own shares in El...
2295: Georgina Energy CEO on $25M Drill Deal: Is This the Start of a Helium Boom? 27.01.2026 10:02
Georgina Energy (GEX.L) is pushing ahead at its Hussar EP513 prospect with a confirmed $25 million structured offtake funding deal from Harlequin Energy. CEO Tony Hamilton joins us to break down what this means for investors, how Georgina plans to monetise Helium, Hydrogen and Natural Gas, and the company’s roadmap to becoming a producer. We also discuss Schlumberger’s role, revised resource estim...
2294: Harena's shares soar, as PFS showcases US$1bn cashflow potential 26.01.2026 14:02
Harena Rare Earths has released details of a pre-feasibility study for its Ampasindava rare earths project in Madagascar. The study shows on a base case scenario that the project could generate around US$1bn in cash flow over a 20 year mine life. Capex is set at US$142 million, although further refinements as the DFS gets underway could reduce that. The upside scenario shows potential for US$2.6bn...
2293: Chancery Royalty offers investors pre-IPO opportunity in gold and silver 23.01.2026 25:56
For more information you can contact Chancery Royalty at: Website: www.chanceryroyalty.com Chancery Royalty is a new company in the gold and silver royalties space. It already has four royalties in its portfolio, including a significant royalty over KEFI Gold's Tulu Kapi gold mine, which is just going into construction. The company is now raising new funds in a pre-IPO round, and plans to list lat...
2292: 2 P's on a Pod: Which Takeover Bids Will Succeed? 22.01.2026 1:28:19
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Auction Technology Group 06:30 Beazley 08:55 Kitwave 14:10 Delisting risk criteria 16:35 NCC 19:50 Evoke 23:30 Flutter 25:35 Gaming Realms 26:15 Big Technologies 31:15 Theworks.co.uk 34:55 Treatt 39:55 B&M European Retail 43:10 Zotefoams 47:...
2291: Rome Resources could triple resource base at Kalayi with current drilling 22.01.2026 11:53
Drilling continues on the ground at Rome Resources' Bisie North tin and copper project in the Democratic Republic of Congo. The rigs are currently at work on Kalayi, where the target is tin at depths of up to 250 metres. They will then move onto Mont Agoma where copper and zinc is situated alongside the tin. The current drill programme could end up tripling the resource base at Kalayi, according t...
2290: Vietnam Holding: Year in Review 2025 and Outlook for 2026 22.01.2026 22:09
Watch on YouTube 2025 marked Vietnam Holding’s #VNH 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam’s equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplined investment approach. Developments in market structure and ongoin...
2289: Mining Matters: We are now in a new commodities cycle, says SP Angel's John Meyer 21.01.2026 46:05
Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots of...
2288: Goldstone gets set to drill big in Ghana 21.01.2026 17:18
Watch on YouTube Goldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resource to justify the construction of a carbon-in-lea...
2287: Poolbeg Pharma on JPM 2026: Key Takeaways from Healthcare’s Premier Investment Event 21.01.2026 11:18
Watch on YouTube Following attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg’s strategy in the year ahead.
2286: The Exchange with Judith MacKenzie of Downing 19.01.2026 1:11:30
Watch on YouTube In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Equity outlook 06:20 1Spatial 10:10 Tracsis 16:10 Eagle Eye 22:35 Gaming Realms 24:10 Ramsdens 28:25 Synectics 32:20 Cohort 36:20 hVIVO 41:20 Anpario 45:30 Brave Bison 48:40 Tatton A...
2285: Great Southern Copper all set for big drilling campaigns right across its portfolio 19.01.2026 16:03
Watch on YouTube Great Southern Copper's #GSCU chief executive Sam Garrett joins Vox to talk about the company's exploration successes in Chile in 2025 and the company's plans to follow them up this year. The portfolio offers exposure to silver, copper and gold at very attractive grades, with plenty of upside on offer. Shares in Great Southern tripled over the past year, but relative to peers the...
2284: Pinnacle Silver & Gold to commence drilling shortly at El Portrero 15.01.2026 13:37
Watch on YouTube Pinnacle Silver & Gold #PINN will shortly commence drilling the underground portion of the El Potrero project in Mexico. The company spent much of last year working up the project to the point where it can be drilled and in the process returned some very high grade gold and silver samples. The project is dominated by gold mineralisation, but there's plenty of silver too, such...
2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems 15.01.2026 1:32:06
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas: 00:00 Oxford Biomedica 03:50 IQE 08:05 Robert Walters 13:55 MS International, Cohort & defence sector 19:35 Dunelm 21:40 Shoe Zone 25:45 Which retailers to look at 27:20 Fevertree 30:40 Premier Miton & fund manager headwinds 38:40 Ashmore Grou...
2282: Q&A with CEO James Hickman and CFO Judy Happe of Finseta 15.01.2026 15:42
In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s FY’25 trading update with LFL sales rising 9% to £16.4m. 00:00 Strategic progress & impressive growth in Dubai 06:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group) 12:00 FY’26 outlook, valuation & closing re...
2281: The Exchange with Christopher & Nick Mills of Harwood Capital 14.01.2026 1:20:22
Watch on Youtube 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 21 stock ideas, including: ...
2280: ECR will start producing gold within a matter of days 13.01.2026 11:25
Watch on YouTube ECR has hit the ground running in 2026, with a the hiring of a new team to initiate gold production at the Raglan project, and a £1.5 million fundraise which has brought institutions onto the register for the first time. Production is expected to start in a matter of days, and work to get Blue Mountain up and running is also gathering momentum. In the meantime there are opportunit...
2279: KEFI will be bigger than Atalaya, says Harry Anagnostaras-Adams 13.01.2026 22:54
Watch on YouTube KEFI Minerals is now moving into the construction phase at its Tulu Kapi gold project in Ethiopia, at a time when the gold price continues to hit new highs. According to one broker, this project is the second highest margin gold development project in Africa, and at a production level of 160,000 ounces, the cashflow is likely to run into hundreds of millions of dollars. But KEFI i...
2278: Cadence expects cashflow from Azteca within six months 09.01.2026 16:58
Watch on YouTube Cadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is a...
2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026? 08.01.2026 1:16:29
In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas. 00:00 Outlook for 2026 05:00 Auction Technology Group 10:40 TT Electronics 16:25 Hollywood Bowl 21:40 City of London Investment Group 23:20 Topps Tiles 26:45 Restore 32:55 RWS 39:40 Greggs 43:30 ITIM 47:10 Cerillion 51:50 accesso Technology 55:05 Seeing...
2276: Huge gold opportunity in South Africa for Metals One: Dan Maling and John Byrne explain 06.01.2026 13:28
Lions Bay Capital and Lions Bay Resources are emerging as the most significant component of Metals One's broad mining and commodities investment portfolio. Lions Bay's executive chairman John Byrne, and Metals One's managing director Dan Maling explain how the relationship developed, and what it will mean for Metals One. Lions Bay brings a big opportunity for significant value to be created in int...
2275: ECR Says First Gold Production Is Imminent 06.01.2026 14:58
Watch on YouTube For ECR Minerals , 2026 will be all about gold production. At the Raglan alluvial project in Australia ECR already has all the plant and equipment in place and is now assembling the team that will press the "go" button for production. The aim is to be up and running before Easter, and with gold running so high, it's an excellent time to be doing so. Following on from Raglan will c...
2274: Poolbeg Pharma: Delivering in 2025 and Positioning for a Breakout 2026 29.12.2025 10:07
In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of the most pressing healthcare opportunities globally,...
2273: Rome Resources Targets Deeper Potential at Bisie North as New Drilling Campaign Begins 23.12.2025 7:56
Watch on YouTube Rome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.
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