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.
154episodes
Episodes
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2466: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul
Yesterday01:26:33Tap 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 Bodycote09:00 Easyjet11:50 Harworth13:25 Genel energy & Pharos Energy18:30 DFS Furniture21:35 Craneware25:50 Whitbread and Kingfisher26:30 NIOX & AB Dynamics28:30 CT Automotive34:15 Cerillion41:15 Goodwin45:15 Accsys Technologies49:40 Restore53:05 S4 Capital57:00 Headlam61:15 Videndum65:15 Oxford Biomedica71:30 Devolver Digital75:45 House builders and Travis Perkins 79:00 OSB83:25 Stelrad#BOY #EZJ #HWG #GENL #PHAR #DFS #CRW #WTB #KGF #NIOX #ABDP #CER #GDWN #AXS #RST #SFOR #HEAD #VID #OXB #DEVO #TPK #OSB #SRAD
Transcribe →2465: GB Skip navigation Create Avatar image Prospex Energy: Rising Cash Flow and a New 3.7m-Barrel Oil Opportunity
Yesterday00:17:26Tap to summarizeWatch on YouTubeProspex Energy CEO Tom Reynolds discusses growing cash generation at Selva Malvezzi, the sharp improvement at El Romeral and the potential of the company’s newly awarded Polish licences. He also outlines the key permitting, development and partnership milestones investors should watch over the next 12 months.#PXEN #Oil #Gas
Transcribe →2464: Cavendish on Vietnam Holding: 12% discount attractive ahead of Vietnam’s FTSE upgrade
2d ago00:14:20Tap to summarizeWatch on YouTubeCavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust’s discounted valuation, concentrated banking exposure, Vietnam’s emerging-market upgrade and whether further redemptions could undermine the opportunity.
Transcribe →2463: Big drill campaigns ahead for Great Southern Copper
3d ago00:11:08Tap to summarizeWatch on YouTubeGreat Southern Copper released financial results recently, in which it outlined the significant progress made on its projects in Chile during the year. Post period end the work has continued, and the company is now gearing up for a fourth phase of drilling that will move it closer to establishing a maiden resource. The targets are big, the grades so far are good, and Great Southern's ground is highly prospective. Chief executive Sam Garrett joins Vox to tell us more.
Transcribe →2462: Pinnacle Silver & Gold: More mineralisation at El Potrero
3d ago00:14:34Tap to summarizePinnacle Silver & Gold has been delineating new zones of mineralisation at the El Potrero project in Mexico, after preparations for an ongoing underground drilling campaign uncovered new areas of the old mine that were previously unknown. Systematic sampling of these areas has shown continuity of mineralisation and added considerably to Pinnacle's confidence in the prospectivity and potential viability of the whole system. Drilling is ongoing, with the potential for a production decision by the end of the year. Chief executive Bob Archer joins Vox to tell us more
Transcribe →2461: QDE Revenue Jumps 121%—Are AI Datacentres the Next Big Growth Driver?
3d ago00:07:49Tap to summarizeQuantum Data Energy CEO Pieter Krügel discusses record performance at Pyebridge, the forthcoming completion of Hindlip and Bordesley, and the Company’s partnership-led funding model. He also explains how QDE plans to address the rapidly growing power demands of AI datacentres.#datacenter #Power #AI #QDE
Transcribe →2460: MedPal AI Hits £8.6m Revenue Run Rate…. It’s Just Getting Started
4d ago00:08:02Tap to summarizeWatch on YouTubeMedPal AI CEO Jason Drummond discusses the Group’s rapid rise to an £8.6 million annualised revenue run rate, record NHS prescription volumes and the strong launch of New Health. He also explains how cross-selling across the Group’s three recurring revenue streams could support its next phase of growth
Transcribe →2459: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
1w ago01:18:31Tap to summarizeWatch on YoutubeIn this week’s live smallcap show, I discussed my latest thoughts on 23 stock ideas. Unfortunately though my partner in crime Paul Scott couldn’t join, albeit service will resume as normal next week (ie 12noon Fri 7th Aug)00:00 Pinewood Tech04:50 System1 & Brave Bison09:55 Vanquis14:45 Likewise16:55 Optima Health18:50 AB Dynamics22:40 Lords Group Trading26:55 Gear4Music30:00 Supreme33:15 PCI-Pal35:00 Mondi36:20 Wilmington39:30 Alfa Financial45:30 Tracsis51:50 Porvair54:15 Greggs56:15 Sage58:20 MONY60:35 GB Group64:00 Nichols66:05 AOTI69:10 Tristel75:15 Journeo#PINE #SYS1 #VANQ #LIKE #OPT #ABDP #LORD #G4M #SUP #PCIP #MNDI #WIL #ALFA #PRV #GRG #TRCS #SGE #MONY #GBG #NICL #AOTI#TSTL #JNEO
Transcribe →2458: Europe's largest gold mill set for IPO in September
1w ago00:14:57Tap to summarizeWatch on Youtube: https://www.youtube.com/watch?v=l0SYUjeQwZEFind out more about this Pre IPO Investment Opportunity: https://invest.laivagold.com/?SQF_LEAD_SOURCE=vxLaiva Gold is getting set to restart operations at a major gold project in Finland. Plant and permits are already in place, drilling is ongoing, and a pre-IPO financing round is happening now. The plan is to list the company in September, and move towards gold production within about a year's time. How big is the project? Well, there's already a million ounces known about, but previous drilling ended in ore. The project is likely to get bigger, and an expansion of the plant capacity is on the cards. General manager Jim Jackson and financier Jeremy Gray join Vox to tell us more.#Gold #mining #IPO
Transcribe →2457: Rift Helium: EIA on the way, seismic next!
2w ago00:09:51Tap to summarizeWatch on YouTubeRift Helium #RIFT continues to make progress on its Rukwa project in Tanzania, where an environmental impact assessment is ongoing and likely to be completed soon. Once the official certificate is in, Rift will then commence a seismic survey, and the thinking is that that will be in the current quarter. Rift's chief executive Charlie FitzRoy joins Vox to tell us how it's all looking, what the drilling plans are, and to talk about how Rukwa sits in the context of the wider helium market.
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