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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2409: Prospex Energy: The Bases Are Loaded as Asset Momentum Builds into 2027
Jun 100:09:48Tap to summarizeWatch on YouTubeProspex Energy’s 2025 annual report points to a year of investment, repair and repositioning across its European gas portfolio. With Selva producing, Viura back online, Tarba now wholly owned, and new licences awarded in Poland, the company says momentum is building. In this interview, CEO Tom Reynolds discusses Prospex’s funding position, the next steps for key assets, and the milestones investors should watch over the next 12 to 18 months.#PXEN #Energy #Gas
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2408: MedPal Hits Record Prescription Volumes & £5m Run-Rate
Jun 100:05:47Tap to summarizeMedPal AI has reported its strongest month since launch, with more than 42,250 prescription items dispensed in May and cumulative volumes now above 250,000. In this interview, CEO Jason Drummond discusses what is driving the growth, whether 34% pharmacy gross margins are sustainable, and how investors should judge the path from operational momentum to cash generation.
Transcribe →2407: Blencowe boosts Orom-Cross with updated DFS
May 2900:07:49Tap to summarizeWatch on YouTubeBlencowe Resources has released an updated definitive feasibility study for its Orom-Cross graphite project in Uganda. The new study has boosted net present value by 15% to US$1.24 billion, and increased the projected cashflow over the life of the mine by 100% to over US$4 billion. These are big numbers, especially considering that the capex number remains the same. Meanwhile, the company is continuing funding talks with renewed confidence. Mike Ralston, Blencowe's chief executive tells Vox all about it
Transcribe →2406: 2 P's on a Pod: What’s Next in UK M&A?
May 2801:22:11Tap to summarizeWatch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.00:00 View on markets and recent buys & sells03:30 Beeks Financial06:00 Invinity Energy Systems09:45 Bodycote13:30 Advanced Medical Solutions21:20 Gamma Communications25:40 PPHE Hotels28:50 Aptitude Software34:20 Capita38:15 CT Automotive44:35 Hollywood Bowl48:45 Tortilla Mexican51:30 Hardide56:05 Zotefoams59:40 WISE1:04:20 Pebble Beach Systems1:08:15 LSL Property1:10:25 Softcat1:13:20 XP Factory1:16:10 Calnex Solutions#BKS #IES #BOY #AMS #GAMA #PPH #APTD #CPI #CTA #BOWL #MEX #HDD #ZTF #WISE #PEB #LSL #SCT #XPF #CLX
Transcribe →2405: ACG Metals set for US$200m EBITDA next year
May 2800:16:19Tap to summarizeWatch on YouTubeACG Metals is just about finished with construction of the copper production line at its Turkish mine. This will add significant cashflow to a project that is already up and running and producing gold. ACG's chairman Artem Volynets says that in the 2027-2028 financial year EBITDA should hit US$200 million. Once the company refinances its bonds it will then be in a position to start paying dividends. It will also look upwards and outwards, and start to seek acquisitions in Europe and Central Asia.#ACG #Mining #Copper
Transcribe →2404: MedPal AI Launches New Health — £1.3m Push Into GLP-1
May 2100:12:00Tap to summarizeMedPal AI (AIM: MPAL) launches New Health, a standalone GLP-1 sub-brand backed by £1.3 million of marketing, ahead of expected UK approval of Novo Nordisk’s oral Wegovy. CEO Jason Drummond on the strategy, the market, and the unit economics behind it.
Transcribe →2403: The Exchange with Richard Staveley of Rockwood Strategic & Harwood Capital
May 2001:20:00Tap to summarizeWatch on YouTubeIn this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following:00:00 Stock picking magic behind Rockwood’s alpha generation02:05 Filtronic10:35 Van Elle12:10 Treatt14:00 Eagle Eye21:10 RM Group26:05 Tribal32:00 Kooth38:05 Funding Circle42:20 Mercia Asset Management48:05 Capital Ltd54:30 James Fisher59:15 Videndum1:07:05 Capita#RKW #FTC #VANL #TET #EYE #RM. #TRB #KOO #FCH #MERC #CAPD #FSJ #VID #CPI
Transcribe →2402: Q&A with Water Intelligence
May 1900:22:22Tap to summarizeWatch on YouTubeIn this upbeat interview, Exec Chairman Patrick Desouza and new CFO Michael Moulton of Water Intelligence, alongside CEO Will Knell of American Leak Detection - take me through today’s positive and in line Q1’26 trading update and expectations for FY’26.00:00 Key growth drivers, very strong demand for preventative maintenance and accelerating momentum.05:50 1st impressions from new CFO06:25 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.14:00 Key Q1’26 financials and FY'26 outlook18:25 Closing remarks. Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.
Transcribe →2401: 2 P's on a Pod: Is M&A a Key Signal in Equity Markets Right Now?
May 1501:33:07Tap to summarizeWatch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.00:00 Intertek02.45 Tate & Lyle09:00 Spire Healthcare14:35 Cordel19:25 Gamma Communications24:55 Craneware29:30 Grainger35:35 The Property Franchise Group44:55 Vistry51:20 Microlise56:20 Kromek60:45 On The Beach64:35 Pebble Group70:10 Gattaca76:05 Auction Technology Group78:10 Volvere81:05 XP Factory83:40 CT Automotive86:45 hVivo90:05 Topps TilesITRK #TATE #SPI #CRDL #GAMA #CRW #GRI #TPFG #VTY #SAAS #OTB #PEBB #GATC #ATG #VLE #XPF #CTA #HVO #TPT
Transcribe →2400: Winshear Metals could be key to UK critical minerals drive
May 1500:34:15Tap to summarizeWatch YoutubeRichard Williams, MSc (MinEx) of Winshear Metals joins Vox to give a detailed breakdown of the potential on offer at the company's assets in Scotland and Canada. The Portsoy project, near Aberdeen, is highly prospective for nickel, copper and cobalt, as recent and ongoing drilling is highlighting. The area was first worked in joint venture between Anglo and Rio half a century ago, but access issues prevented any meaningful follow-up, until now. The accuracy of historic work has been verified, and new work is set to prove up two zones initially, with the potential in time, says Williams, for developing a district-scale area. The Canadian gold projects are earlier stage, but a full exploration programme this year should set them up for drilling this year. And in the meantime, the mining markets continue to look favourable, as countries, including the UK focus on securing critical minerals supply
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