Podcast
The Vox Markets Podcast
Hosted by Vox Markets Podcast · EN
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.
135episodes
Episodes
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2447: 2 P's on a Pod: Could More UK Takeovers Follow?
2d ago01:19:02Tap to summarizeWatch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.00:00 Rotork04:45 Gooch & Housego08:10 System1 and Brave Bison13:55 Ramsdens16:15 AdvancedADVT25:55 M&C Saatchi27:30 Cake Box31:50 Alumasc36:35 Eagle Eye41:40 Big Technologies44:30 Beeks Financial47:20 Lendinvest50:00 Foxtons52:10 Headlam/Likewise54:25 Alfa Financial58:55 Cerillion61:30 BRCK / Brickability63:40 Vistry68:00 Dr Martens69:40 Capital Ltd72:50 Sysgroup75:35 MS International#ROR #GHH #SYS1 #BBSN #RFX #ADVT #SAA #CBOX #ALU #EYE #BIG #BKS #LINV #FOXT #HEAD #LIKE #ALFA #CER #BRCK #VTY #DOCS #SYS #CAPD #MSI
Transcribe →2446: Winshear Metals: Massive sulphides at Portsoy?
3d ago00:08:05Tap to summarizeWatch on YouTubeWinshear Metals has released the results of an electromagnetic survey conducted on its Portsoy nickel-copper-cobalt project in Scotland. The survey revealed a large conductor beneath the surface at Portsoy, which Winshear now plans to investigate further. Previous drilling, for which assays are pending, indicated the presence of massive sulphide and disseminated sulphides at Portsoy, so the prospectivity is very high. The company plans more drilling in due course, as it moves towards the delineation of a mineral resource estimate. Chief executive Richard Williams joins Vox to tell us more.
Transcribe →2445: Poolbeg’s Big Biotech Moment? First Patient Dosed Ahead of Key POLB 001 Data
1w ago00:08:20Tap to summarizeWatch on YouTubePoolbeg Pharma has dosed the first patient in its POLB 001 TOPICAL clinical trial, marking the start of a key execution phase for its CRS prevention programme. With UCLH activated, further sites expected, interim data targeted for summer 2026 and partnering discussions ongoing, investors will be watching whether clinical progress can validate the programme’s claimed commercial potential.
Transcribe →2444: European Green Transition: Potential £126m Repowering Revenue Opportunity
1w ago00:06:41Tap to summarizeWatch on YouTubeEuropean Green Transition has released a second quarter update from its Wind Energy Services business, highlighting significant growth and growth potential in its repowering and operations and maintenance businesses. The overall potential pipeline in repowering could amount to as much as £126 million in revenue. Meanwhile the broader economic backdrop, in which governments continue to seek energy security via home-grown green energy projects, continues to be favourable. Dave Broadbank, the managing director of the Wind Energy Services business, joins Vox to tell us more.
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2443: 2 P's on a Pod: What Happens Next for UK Small Caps?
1w ago01:20:20Tap to summarizeWatch on YouTubeIn 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 easyjet04:55 Jet208:10 Aim vs Main market listing10:05 Avingtrans14:30 Keller16:40 UK housebuilders: Vistry, MJ Gleeson, Crest Nicholson and Henry Boot25:10 Capita30:55 Boku and Bango37:15 Victrex43:30 Johnson Service Group46:05 Tristel51:10 Playtech54:45 Hostelworld57:50 Hays62:15 Victoria66:45 Next 1570:20 Renishaw72:55 Water Intelligence77:55 MedPal AI#EZJ #JET2 #AVG #KLR #VTY #GLE #CRST #BOOT #CPI #BOKU#BGO #TSTL #VCT #HAS #PTEC #HSW #RSW #VCP #NFG #JSG #WATR #MPAL
Transcribe →2442: Q&A with Verici DX CEO Sara Barrington
1w ago00:20:49Tap to summarizeIn 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
Transcribe →2441: More tungsten assay results from Great Western's Defender-Pine Crow
2w ago00:09:33Tap to summarizeGreat 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 Mountain. More channel samples will now likely be taken as the company moves towards a drilling campaign set to get underway in the next few weeks. Meanwhile, behind the scenes, metallurgical work is also ongoing. Great Western chief executive Ed Loye joins Vox to tell us more. ▶️ Watch the full interview: https://www.youtube.com/watch?v=ReXLQQUTm5w
Transcribe →2440: 2 P's on a Pod: Profit Warnings, Takeovers & UK Small Caps
2w ago01:25:50Tap to summarizeWatch on YouTubeIn 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 H1’2602:45 Craneware17:25 CMC Markets21:45 Topps Tiles25:45 James Latham30:05 Activeops41:20 Focusrite45:15 Cake Box49:05 Proservice Building Services53:30 Seeing Machines58:50 Invinity Energy Systems61:50 JD Sports63:45 AdvancedADVT66:30 Filtronic69:40 Kooth73:05 Trifast76:40 Cerillion78:40 James Halstead80:20 Outlook for H2’26
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2439: Rome Resources - world class grades from Kalayi
2w ago00:10:24Tap to summarizeRome 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.
Transcribe →2438: £25m Contract, New Audit Chair — Is Shearwater Entering a New Phase?
2w ago00:08:27Tap to summarizeWatch on YouTubeShearwater 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 on cash conversion, margin quality and whether the Group is now better positioned for its next phase of growth.
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