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.
80episodes
Episodes
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2393: Cadence Minerals now less than two months from production
1w ago00:12:49Tap to summarizeWatch on YouTubeCadence Minerals has received the Installation Licence for its Amapa iron ore project in Brazil. The granting of the licence allows the company to move towards production from the Azteca plant, and this is expected to be up and running at the rate of 380,000 tonnes per year within two months time. Production from Azteca will generate cashflow to enable funding of the development of the wider Amapa project, which is slated to produce 5.5 million tonnes of DR-grade product per year. Cadence's chief executive Kiran Morzaria joins Vox to tell us more
Transcribe →2392: Revenue doubles as B90 returns to profitability and scales AI-driven platform
1w ago00:10:11Tap to summarizeWatch on YouTubeB90 Holdings has more than doubled revenue and returned to profit, but the margin maths invites questions. CEO Ronny Breivik & Finance Director, Marcel Noordeloos join us to discuss the inflection, the AI-driven MarTech platform behind it, and the ambition to take the model beyond iGaming. A candid conversation on what the headline numbers say — and what they don’t
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2391: Pinnacle all set to drill for gold at El Potrero
1w ago00:14:10Tap to summarizePinnacle Silver and Gold is now ready to start underground drilling at its El Potrero project in in Mexico. The company has been rehabilitating the underground workings and preparing drill stations for some time, and now the first mine, Pinos Cuates, is ready, with two old other mines set to follow along behind. Once the underground drilling is complete the plan is then to initiate a surface campaign over a much wider footprint, and to look towards building up enough data to compile a resource. We already know that El Potrero hosts significant mineralisation. But the detail and extent is about to become a whole lot clearer
Transcribe →2390: Pilar: the greatest comeback in gold mining history
2w ago00:17:03Tap to summarizeWatch on YouTube Find out more about Pilar Gold HEREPilar Gold is all set to restart mining operations in Brazil, working off a four million ounce resource base that could go considerably bigger. As a former producer, all the infrastructure needed to start work is already in place, much of it put in by the original owner Yamana. Pilar's chief executive Jeremy Gray joins Vox to provide a more in-depth insight into the nature of the opportunity at Pilar, and also to give us a round-up of developments at the other companies he's involved with too. Interested investors have an opportunity to participate in Pilar's latest fundraising round by clicking on the link.
Transcribe →2389: 2 P's on a Pod: M&A Themes, Software Winners & Retail Reality
2w ago01:16:27Tap to summarizeWatch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 Treatt03:15 DCC06:10 TT Electronics07:55 Evoke12:15 Auction Technology14:45 Tate & Lyle17:40 Tracsis22:15 Activeops29:30 Eagle Eye32:20 Eleco37:00 Warpaint40:30 Seraphim Inv Trust44:50 Telecom Plus49:30 Card Factory54:10 Shoe Zone56:35 Sanderson Designs57:55 ASA International62:15 Ceres Power64:55 Synthomer69:05 GB Group70:05 Intercede73:10 Skillcast
Transcribe →2387: Prospex benefiting from steady production and higher prices
2w ago00:07:27Tap to summarizeWatch on YouTubeProspex Energy (PXEN) has put out a quarterly production report, showing steady production from assets in Italy, but a significantly improved pricing environment. That has benefitted Prospex not only in terms of revenue already in, but also in terms of the flexibility it has in planning for the rest of the year and into 2027. Chief executive Tom Reynolds joins Vox to tell us more
Transcribe →2386: Rainbow Rare Earths to become a billion dollar company?
2w ago00:27:43Tap to summarizeWatch on YouTubeRainbow Rare Earths is moving forward rapidly with the development of its Phalaborwa project in South Africa. A definitive feasibility study is expected by the end of the year, and a significant slice of development finance has already been pledged by the US government. There's also a major project in Brazil which should be coming on stream fairly soon after Phalaborwa. Chief executive George Bennett joins us with an overview of the opportunity in the wider rare earths space and a detailed run-down of the nature of the opportunity at Rainbow and the timelines involvedRainbow Rare Earths to become a billion dollar company?
Transcribe →2385: MedPal AI on the Road to Breakeven
2w ago00:08:18Tap to summarizeWatch on YouTubeMedPal AI Plc (AIM: MPAL) has snapped up the Remedi pharmacy assets out of administration for less than half a million pounds — a deal that brings with it an NHS dispensing hub in Runcorn, a care home patient book that historically delivered over £10 million in annualised turnover, and a fleet of BD Rowa robotic dispensing kit. Founder and CEO Jason Drummond joins us to unpack the numbers, explain how the Swaffham reactivation playbook will be re-run at scale across the new patient book, and lay out the path to pharmacy-level EBITDA breakeven at 80,000 items a month — pencilled in for October or November this year. We get into the strategic logic of a north-south footprint, where the execution risks sit, and how today’s deal fits into the bigger MedPal story across MedPal.clinic, Health OS and the at-home blood test business.
Transcribe →2384: Panther reveals more precious metals at Winston
2w ago00:11:51Tap to summarizeWatch on YouTubePanther Metals #PALM has released results from its fourth batch of vibracore drilling, part of a wider programme at the Winston tailings project to develop a resource estimate and move towards permitting. The results show a consistency of mineralisation across the orebody that was also demonstrated in the previous sets of assays. This will allow for straightforward planning when it comes to production, and also bodes well for the economics. Meanwhile, work continues on Panther's Canadian listing, and on its wider portfolio of exploration project. Chief executive Darren Hazelwood joins Vox to tell us more
Transcribe →2383: CleanTech powering ahead with billion-dollar lithium project in Chile
2w ago00:09:31Tap to summarizeWatch on youTube It's been around a year since Ignacio Mehech took over as chief executive at CleanTech Lithium, and in that period several significant milestones have been passed. First off, the company was awarded its operating licence, known as CEOL, for the Laguna Verde project. In addition, a pre-feasibility study was completed, which showed the net present value of Laguna Verde to be well over a billion dollars. Ignacio is currently visiting Europe to meet and update investors in person, and he joins Vox to tell us what's likely to happen next.
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