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.
156episodes
Episodes
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2438: £25m Contract, New Audit Chair — Is Shearwater Entering a New Phase?
Jul 200:08:27Tap 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.
Transcribe →2437: Fortuna Metals; the next major Malawi rutile project?
Jul 200:09:52Tap to summarizeWatch on YouTubeFortuna Metals is advancing its Malawi rutile and graphite project at a rapid pace. The company is currently drilling, a bulk sample's been taken, work is ongoing on early economic calculations, and previous sampling shows that the grade is highly attractive. The project is close to a railway, and not far away from Sovereign Metals' major mineral sands development at Kasiya. Fortuna's chief executive Tom Langley joins Vox to tell us more#Mining #voxmarkets #FUN
Transcribe →2436: ECR could have four gold mines in production next year
Jul 100:11:48Tap to summarizeECR released interim results this week, and chairman Nick Tulloch took the opportunity to spell out exactly what his vision for the company is over the coming years. It's more than likely, he tells Vox, that the company will have been able to bring four Australian gold mines to production by the end of 2027, and that the cash being generated will be significant. Raglan's already up and running, and will be followed by Maddens, Blue Mountain and Saltbush.
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2434: Metals One's financials show 2025 as transformational
Jul 100:07:00Tap to summarizeMetals One has released financial results for the year to end 2025. The year was a transformational one for the company as it built big positions in North American uranium, as well as in gold in the USA and South Africa. There was also an impairment on the company's long-standing Scandinavian nickel asset. Dan Maling, Metals One's managing director, joins Vox to tell us what happens next.
Transcribe →2435: Oak Securities Sets Ambitious Price Target For Quantum Helium
Jul 100:09:20Tap to summarizeWatch on YouTubeAnalyst Peter Hitchens has written an extensive research report on Quantum Helium, the company with extensive assets in Colorado. Hitchens joins Vox to tell us why he likes the company, to explain the reasoning behind his ambitious price target for the company, and to outline some of the broader economic context in which Quantum is operating.
Transcribe →2434: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
Jul 100:13:07Tap to summarizeWatch on YouTube In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive FY’26 results and in line FY'27 outlook.
Transcribe →2433: Metals One to move to around 50% of Lions Bay Capital
Jun 3000:09:09Tap to summarizeMetals One is participating in a major transaction that will simplify the ownership structure for the Barbrook and Vantage gold assets in South Africa that will shortly be coming into the ownership of Lions Bay Capital. The South African assets are just exiting a bankruptcy status in a process that now has government approval and, once the transaction is complete, will be 100%-owned by Venture-listed Lions Bay Capital. Metals One, in turn, will own roughly 50% of Lions Bay Capital. In addition, Metals One will take a bigger stake in Fidelity, a company with major exploration upside in South America. Dan Maling joins Vox to tell us how it all fits together.
Transcribe →2432: Mindflair - AI Portfolio, Debt-Free Balance Sheet — Why Is It Trading At A 72% NAV Discount?
Jun 3000:07:47Tap to summarizeWatch on YoutubeMindflair’s 2025 results show a company with growing exposure to AI-focused venture assets, recent cash realisations, no debt and a significant discount to reported NAV. The interview explores whether further portfolio progress, liquidity events and commercial traction can help close the valuation gap for shareholders.
Transcribe →2431: Rift Helium now firmly in execution mode
Jun 3000:12:15Tap to summarizeWatch on YouTubeRift Helium listed in London in April, and it’s been all systems go since then. The company is currently working on an environmental impact assessment at its helium project in Tanzania. The EIA is a prelude ti a major seismic campaign planned for later this year, and the results from that will be plugged into planning for a drill programme in 2027. Rift chief executive Charlie Fitzroy joins Vox to tell us more
Transcribe →2430: Pinnacle cuts deal for production finance for El Potrero
Jun 2900:07:13Tap to summarizeWatch on YouTubePinnacle Silver & Gold has signed an agreement with well-known metals trader Auramet, under the terms of which Auramet has agreed to provide US$5 million in finance for the development of the El Potrero gold and silver project in Mexico. The El Potrero project comprises several old mines that could be brought back into production pretty quickly and relatively cheaply, if shown to be economic. Pinnacle is currently mid-way through a major drilling campaign there. Chief executive Bob Archer joins Vox to tell us more.
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