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.
115episodes
Episodes
Newest firstAll episodes
2428: 2 P's on a Pod: Is UK Takeover Activity Just Getting Started?
2d ago01:25:52Tap 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.00:00 Advanced Medical Solutions04:00 Recent buys07:25 Spire Healthcare12:45 Ramsdens19:15 Segro23:50 Easyjet28:10 Gamma Communications31:30 IP Group33:40 ITV37:00 Avingtrans40:35 Distribution Finance Capital Holdings44:35 Volex48:50 Telecom Plus51:25 Impact of change in tax treatment of cash held in ISAs53:50 Moonpig57:55 Gear4Music1:00:25 McBride1:07:55 MHA1:13:15 Low margin retailers eg AO World, Halfords, etc1:15:40 NIOX1:18:15 BRCK / Brickability1:20:05 Severfield1:23:05 Carclo#AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR
Transcribe →
2427: Zeus says Rift Helium could be worth multiples of current share price
5d ago00:16:10Tap to summarizeZeus 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 435.5p.
Transcribe →2426: Mining Matters - Cavendish says Blencowe Resources shares could go 500% higher
1w ago00:16:14Tap to summarizeYuen 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 new paradigms in financial markets being shaped by resource nationalism and Chinese reluctance to export.
Transcribe →2425: Quantum Helium's testing at Sagebrush continues to deliver
1w ago00:06:50Tap to summarizeQuantum 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 implications, and to talk about what happens next.
Transcribe →2424: 2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
1w ago01:19:37Tap to summarizeIn 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 Solutions21:05 PPHE Hotel24:10 Inspecs28:45 Everyman Media33:00 Windar Photonics37:00 Rathbones41:50 Marstons44:10 eEnergy48:25 Atome Energy50:00 Stelrad51:55 Polar Capital53:05 Fonix56:45 Seeing machines59:40 Intercede63:50 PZ Cussons66:50 McBride71:05 Warpaint Cosmetics71:35 Owning founder managed businesses76:00 Tinybuild#AMS #PPH #SPEC #EMAN #WPHO #RAT #MARS #EAAS #ATOM #SRAD #POLR #FNX #SEE #IGP #PZC #MCB #W7L #TBLD
Transcribe →2423: Pilar Gold's massive gold project will be producing within months
2w ago00:13:20Tap to summarizePilar 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 fast-growing Chancery Royalty, which in turn holds a royalty over the Pilar project.Pilar chairman Jeremy Gray is involved in both companies, and here he introduces new chief executive Enrique de Alvear. Interested investors should click on the link below for an opportunity to participate in the latest funding round.Find out more about Pilar Gold Pre IPO Investment Opportunity: https://www.pilargold.com/pilargold-equity-raise-rn?SQF_LEAD_SOURCE=vxAlso, find out more about Chancery Royalty Pre IPO Investment Opportunity: https://www.chanceryroyalty.com/chancery-royalty-equity-raise?SQF_LEAD_SOURCE=vx
Transcribe →2422: The Exchange show with Christopher and Nick Mills of Harwood Capital
2w ago01:37:34Tap to summarizeIn 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 Atlantic06:00 Tate & Lyle08:00 Spire healthcare08:55 Pinewood Tech13:05 Tribal Group17:05 Big Technologies19:40 NIOX26:30 EKF Diagnostics29:35 Optima Health34:35 Restore38:15 Pebble Group42:25 Trifast47:50 Paypoint51:00 CVS Group55:05 Venture Life58:30 Hargreaves Services62:00 MJ Gleeson and UK housing market72:25 Redcentric73:25 Polar Capital75:25 TP ICAP78:20 Conduit Re83:30 Fevara (formerly Carr’s)87:30 River Global B shares92:50 NCC94:05 MycelX Tech95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health
Transcribe →2421: 2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
2w ago01:21:04Tap to summarizeIn 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 IPO04:40 Bodycote08:20 AudioBoom10:55 Evoke14:30 Tate & Lyle17:25 WH Smith21:35 Portmeirion26:05 Frasers29:30 Pets at Home31:25 Beeks Financial38:20 Wise43:10 GB Group48:55 RWS57:40 LBG Media63:10 ME Group66:30 Spire Healthcare68:55 Frontier Developments73:15 Paypoint75:30 Whitbread#SPCX #BOY #BOOM #EVOK #TATE #SMWH #PMP #FRAS #PETS #BKS #WISE #GBG #RWS #LBG #MEGP #SPI #FDEV #WTB
Transcribe →2420: Poolbeg Pharma - POLB 001 Trial Activated as CRS Prevention Study Moves Into Patients
2w ago00:03:51Tap to summarizePoolbeg 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 underway and interim data expected in summer 2026, the study could provide an important early readout on POLB 001’s role in improving the safety and accessibility of cancer immunotherapies.
Transcribe →2419: Finseta Interview - Last week’s positive FY’25 results and ‘in line’ outlook
2w ago00:18:08Tap to summarizeIn this upbeat interview, CEO James Hickman and CFO Andrew Richards of Finseta – a specialist B2B payments and foreign exchange platform - take me through last week’s positive FY’25 results and ‘in line’ outlook.00:00 Business growth drivers and Finseta’s key USPs05:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)08:40 Commercialisation and new product strategies13:30 FY’26 outlook, valuation & closing remarks
Transcribe →