Rome Resources now has a second drill rig operational on its projects in the DRC, with a third already mobilised and nearly ready to go. The plan is to build enough of a knowledge base to put a maiden resource around the project within a few months.

In this masterclass of global investing, accomplished fund manager Patrick Armstrong, CFA of Plurimi Wealth Management takes me through some fascinating stock ideas & company updates.

In this masterclass of investing, UK small/midcap fund manager Paul Jourdan of Amati Global Investors takes Paul Hill through 17 stock ideas, including:

00:00 His approach to investing
06:25 Impact from potential UK government changes to IHT
10:20 Great Portland Estates 
13:35 Boku 
16:40 Alpha Group International
21:20 QinetiQ 
25:00 AJ Bell
28:40 Trainline 
33:45 Tracsis
35:55 Vistry Group
39:10 The Property Franchise Group 
42:30 Solid State
45:20 Aurrigo International
48:10 Minimum marketcap threshold
51:40 YouGov
58:05 Learning Technologies Group
63:55 Kooth Digital Health
67:00 Intelligent Ultrasound
69:55 Franchise Brands plc
73:50 FRP Advisory
75:15 Outlook for smallcaps

#GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP

On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Iain Staples, where we discussed:

00:00 Iain’s investment approach & portfolio performance YTD’24.
02:00 Equals
07:45 Redde Northgate
10:45 Tekmar Group
16:05 Keller
21:40 CMC Markets
25:20 Hargreaves Lansdown
29:45 Spectra Systems
35:20 Big Technologies
41:45 Babcock International
47:25 Eleco
49:45 Hollywood Bowl
54:30 Midwich
59:30 Alpha Financial Markets Consulting
62:00 Focus Solutions (formerly Foresight)
63:40 Equity outlook
65:20 Bodycote

#EQLS #REDD #TGP #KLR #CMCX #HL. #SPSY #ELCO #BIG #BAB #BOWL #MIDW #AFM #FSG #BOY

Disclosure : I own #EQLS & #ELCO, who are also Vox Markets clients

Watch on YouTube

In today's episode of Taking Stock we look at the Q1 trading update from 888 and other news releases that came out this Friday morning including Man Group, Mears, Fonix Mobile and Zotefoams.

2:05 #888 
11:50 #EMG 
17:20 #MER and discussion of buybacks 
22:25 #FNX
26:20 #ZTF 
29:15 #VLG and discussion of leverage multiples/EBITDA
37:40 #88E
41:10 #MARU

Watch on YouTube

Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies.

0:37 Why the Vietnamese index has enjoyed such a strong start to 2024
1:35 Why recent index weakness and geopolitical concerns are unlikely to disrupt the long term Vietnam growth story.
4:26 How a concentrated and active approach combined with nimble stock picking means Vietnam Holdings is outperforming the index and its sector peers.
7:55 How the trust’s new annual redemption offer has helped close the discount to NAV and drive liquidity.
10:00 The significance of Vietnam’s recently signed cooperative agreement with Australia, and Vietnam’s broader integration into the global economy.

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse. 

Link to Podcasts: https://www.finalto.com/uk/overleveraged/

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Watch the Live show on YouTube

In today's edition of Taking Stock we look at results from a variety of companies including ASOS, Winkworth and Saga, plus a range of other trading updates. Equals also received an extension to its timetable for ongoing takeover talks.

1:35 #EQLS
4:25 #ATG
6:45 #PRV
8:15 #MORE
12:45 #ARS
13:45 #ASC
23:10 #WINK
33:10 #SAGA
46:20 #DLAR
48:50 #SPEC

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability. 

Originally Published on  28.03.24

Link to Podcasts: https://www.finalto.com/uk/overleveraged/

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

In this interview, esteemed investor and fund manager James Taylor of M&G Investments takes me through 16 stock ideas including:

00:00 Equity outlook
03:15 Alphawave IP
06:45 Hill & Smith
09:55 Synthomer
14:40 Avon Protection
18:20 Premier Foods
21:10 STV Group
24:45 Watkin Jones
30:00 LSL Property Services
32:25 M&C Saatchi
36:45 888 Holdings
42:25 Gaming Realms
46:15 Videndum
50:10 Trufin
54:15 Team17
57:40 Ascential
1:01:00 Tatton Asset management
1:05:05 When to sell?

On today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including:

00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks.
06:20 Rightmove & Moneysupermarket Group
09:45 Hunting
13:25 Rio Tinto
17:35 RWS Group
22:05 Speedy Hire 
27:00 TI Fluid Systems
30:10 PayPoint plc 
33:30 Mears
36:15 iomart
39:50 S&U
43:55 Chemring
47:10 TP ICAP
51:50 IG Group
55:20 Avacta
57:55 Supermarket Income REIT
63:55 TI Fluid Systems – follow up question
64:50 Venture Life Group plc
69:00 Ocean Wilsons Holdings Ltd
73:05 LungLife AI

Disclosure : I own #IOM, whilst #VLG, #AVCT & #LLAI are Vox Markets clients

Watch on YouTube

In this interview, Paul Pagano CEO of Lunglife AI #LLAI takes me through last week's in line FY'23 results & the commercialisation of LungLB, alongside March's £1.8m top-up fund raise and business' possible future strategic

In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas.

00:00 Equity outlook
08:40 Netcall
14:25 Cerillion
19:10 Tracsis
23:10 Auction Technology
30:00 Advanced Medical Solutions
35:05 CVS Group
40:30 Porvair
43:20 Johnson Service Group
48:55 Calnex Solutions
53:05 Bloomsbury Publishing
58:30 Macfarlane
62:40 RWS Holdings
66:45 Restore
70:50 Victoria Plumbing
74:25 When to sell?

Plenty of news out from Metals One over the past week or so, First, the company has hired Wardell Armstrong to undertake a preliminary economic assessment for its Black Schist project in Finland. In addition, drilling has now commenced at the Rana project in Norway, under the auspices of Metals One's partner Kingsrose Mining. New research on the company from Edison is also due out on the company in the autumn. So plenty going on, and here to flesh it out is Jonathan Owen.

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI. 

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

Originally Published on  04.04.24

Link to Podcasts: https://www.finalto.com/uk/overleveraged/

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Aiden Lavelle and Jack Kelly, co-founders of European Green Transition (EGT), celebrated their company's successful IPO on the London Stock Exchange after raising £6.45 million. They discussed their backgrounds, the decision to list in London, and EGT's contribution to Europe's green economy

Alastair Ford interviews Neil Herbert, executive chairman of Atlantic Lithium, about his recent share purchases and the company's progress.

Originally published: 21.03.24

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets? 

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

Watch on YouTube

In this interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes Vox Markets through today's in line 20243 results & positive outlook for 2024.

Watch on YouTube

After another record year for human challenge specialist Hvivo, chief executive Mo Khan talks us through the building blocks he’s putting in place to take the company to its longer-term target of £100m of sales by 2028.

0:30 Highlights of 2023 results, including record revenues and profitability, and Ebitda margins ahead of guidance.
1:30 Headwinds from MHRA review delays offset by client funding for new Canary Wharf facility.
2:20 What’s driving strong cash generation, and plans for regular shareholder returns.
3:40 Progress at the new Canary Wharf facility and government backing for a life science hub in the area.
6:40 How 2024 is shaping up, and how an increasingly diversified client base is improving resilience.
8:42 How the business is going to reach its longer term £200m sales target, including more human challenge models and M&A.
10:20 The value of recent attendance of the World Vaccine Congress Washington.

On today's Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including:

00:35 Richard’s investment approach & how his portfolio fared in Q1’24.
07:15 Marks & Spencer
11:55 Rolls Royce
14:20 Outlook for Electric Vehicles
17:40 Dowlais
20:45 TI Fluid Systems
23:25 MPAC
28:20 Johnson Matthey
31:25 Greencore
37:30 Journeo
41:40 Treatt
46:55 CMC Markets
50:30 CML Microsystems
54:40 Yu Group
1:03:20 Tribal Group
1:09:35 Avon Protection
1:13:45 Belluscura

Lastly, many apologies for the failed transmission of this morning’s 9.30am show. Unfortunately there was a technical issue with the live YouTube feed. That said we did manage to answer a few questions which had been submitted beforehand.

Disclosure : #MPAC & #BELL are Vox Markets clients.

#MKS #RR. #DWL #TIFS #MPAC #JMAT #GNC #JNEO #TET #CMCX #CML #YU. #TRB #AVON #BELL

Watch on YouTube

In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including:

00:00 Her outlook for equities & smallcap liquidity.
08:25 Tristel
14:20 EKF Diagnostics
17:35 Elementis
21:25 Intertek
22:55 Rotork
26:25 Buying best-in-class industry champions
31:05 Auto Trader
33:50 Rightmove
37:05 Games Workshop
40:00 4imprint
42:40 Diploma
47:55 How useful is a DCF analysis?
50:10 Alfa Financial
55:10 Aptitude Software
58:10 Dotdigital
60:40 Softcat
64:30 AJ Bell
67:30 When to sell?

Alastair Ford interviews Aldo Boitano, CEO of CleanTech Lithium, regarding their resubmission of CEOL applications for Chilean projects Laguna Verde and Francisco Basin

Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter? 

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas

With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it.

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

Link to Podcasts: https://www.finalto.com/uk/overlevera...

Published on 29.02.24

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

On today's Easter stock picking fest, I was delighted to speak to accomplished investor John Hugham of Vox Markets – including:

00:00 His approach to investing.
03:25 New ‘free’ stock picking service
04:55 BT
11:00 Angling Direct
14:05 Michelmersh Brick
18:50 Why smallcaps aren’t leading the economy?
22:40 Ten Lifestyle
26:50 HAT
30:00 Managing portfolio construction
32:05 Speedy Hire
37:05 hVivo
42:00 Advanced Medical Solutions
45:55 Poolbeg Pharma
50:40 Norman Broadbent
53:05 Unilever
58:50 CAB Payments
63:55 Gaming Realms
66:45 Focusrite
71:55 Use of AI for stock picking
72:55 Water Intelligence
76:45 Facilities of ADF
81:00 Use of ChatGPT to analyse companies

Disclosure : John holds #BT. #ANG #TENG, #HAT, #HVO, #POLB, #ULVR, #TUNE & #ADF, whilst I own #MBH & #WATR. #HVO & #POLB are also Vox Markets clients.

(Watch the video interview HERE)

In this interview, 1st class fund manager Richard Penny of Crux Asset Management takes Vox Markets through:

00:00 his outlook for equites
05:00 1Spatial
08:05 Advanced ADVT
10:45 Pinewood Tech
13:45 FD Technologies
17:15 Kooth
20:00 Creo Medical
24:10 Incanthera
26:05 Arecor Therapeutics
29:20 BATM Advanced Comms
34:55 IQE
37:50 HostelWorld
40:15 Inspecs
43:45 XP Factory & health of the UK consumer
49:15 Zegona Communications
53:00 Beeks Financial Cloud
55:35 Made Tech
58:55 Reasons to be cheerful for smallcaps

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.

Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI?

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

Originally Published on  08.02.24

Link to Podcasts: https://linktr.ee/overleveraged

On today's live ‘Exchange’, I was delighted to speak to accomplished investor & trader Michael Taylor of Shiftingshares.com – including:

00:00 His approach to investing & stock trading.
10:10 Gulf Keystone Petroleum
14:35 Serica Energy
17:35 Renold
20:15 MPAC
24:40 Tortilla Mexican Grill
29:00 Supreme
33:55 Accrol
35:05 Equals
38:55 Reach
40:35 Rank Group
45:45 PCI-Pal
52:50 Avacta
59:00 Argo Blockchain
62:40 Fresnillo

Disclosure : I own Equals, whilst MPAC, Avacta, Supreme & Equals are Vox Markets

Vox Markets speaks to Ilian Iliev, CEO of deep tech and life science VC investor NetScientific, about the company's deep experience and unique approach to unlocking value from bleeding edge technologies.

Today, Alastair Ford interviews Neil Herbert from Atlantic Lithium, discussing recent announcements and the company's progress. Neil highlights milestones achieved and upcoming plans, including securing a mining lease agreement and investments from entities like the Minerals Investment Fund of Ghana. They delve into off-take agreements, emphasising the project's ability to navigate fluctuating lithium prices. Neil also touches on the strategic advantage of Ghana's location for shipping and the potential value of feldspar as a by-product. Looking ahead, they outline timelines for listing on the Ghana Stock Exchange, completing investments, and breaking ground on the project by year-end. 

Vox Markets speaks to Richard Harpham, chief executive of experiential leisure innovator XP Factory, about how a relentless focus on customer satisfaction and data-driven business optimisation, alongside a change in customers’ leisure habits, has led to a milestone moment profit for the Escape Hunt and Boom Battle Bar owner.

(Watch the video interview HERE)

In this interview, fund manager Chris McVey of Octopus Investments takes me through his latest thoughts on the capital markets alongside highlighting 19 investment ideas.

00:00 Equity outlook
04:05 ActiveOps
06:35 Netcall
09:25 Iomart
11:55 Pinewood Technologies
14:40 Bloomsbury Publishing
18:00 STV Group
21:55 Keywords Studios
25:35 hVIVO
28:05 Advanced Medical Solutions
30:15 Nichols
33:55H&T
36:10 Trainline
38:25 Sanderson Designs
40:25 MJ Gleeson
44:15 Michelmersh Brick
46:30 Alumasc
48:50 Fintel
50:05 Frenkel Topping
52:45 Premier Miton
54:40 UK smallcap opportunity

Disclosure : I own Activeops, Iomart and Michelmersh Brick, whilst hVivo and Fintel are Vox Markets clients

In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac Group take Vox Markets through today’s strong 2023 results, record bookings and positive outlook – including:

00:00 Current demand picture across the group’s core markets & key USPs.
07:15 Pricing environment and status of supply chain.
12:00 Financial highlights
15:20 Growth strategy, how the long term targets will be achieved & hypothetical valuation.
19:30 Clean energy opportunity
25:20 Dividend, 2024 revenue cover & pension
29:05 Anecdotal success factors
34:25 Future newsflow

Prospex Energy is raising significant new money via a subscription, placing and open offer on the WRAP platform in order to take a stake in a major gas field in Spain. Drilling is already underway, with a clear path to production. Here to tell us more, chief executive Mark Routh.

On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including:

00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio.
08:35 Rolls-Royce
17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc
20:45 Smith+Nephew
25:55 Ashtead Group Plc
27:45 Softcat plc
32:05 When to trim or sell winners?
33:55 Judges Scientific Plc
37:05 iomart
42:40 Impax Asset Management
48:10 Diaceutics PLC
53:15 YouGov
58:55 How can investors best access equity research?
62:15 Cake Box
68:20 4imprint
74:45 Venture Life Group plc
78:20 Outlook for UK equities and M&A trend
Disclosure : Paul Hill owns Iomart, whilst Venture Life is a Vox Markets client.

Jeremy Skillington and David Allmond of Poolbeg Pharma, discuss with David Buik about the company's journey, market position, and future prospects. They touch upon Poolbeg's establishment, market performance, recent developments, strategic focus on rare diseases, and utilisation of artificial intelligence in drug development.

The conversation also delves into Poolbeg's unique offerings, such as its oral delivery programs and differentiation in the competitive landscape of biopharma.

Vox Markets talks to Good Life Plus #GDLF CEO Charlie Chadd on how he’s assembled a dream team to drive growth at the gaming company with a twist, and how additional investment will accelerate growth over 2024.

0:28 Reintroducing CEO Charlie Chadd and how Good Life Plus’s unique business model combines prize draws and member benefits.
2:41 Progress since the December Aquis IPO, including a major relaunch and securing financing from industry heavyweight Mark Blandford
3:46 How Good Life Plus is planning to deploy the recently raised £2m, including a focus on scaling up customer acquisition.
4:30 Discussing the depth of talent in the business, including the appointment of another big name in gaming David Craven as chairman.
7:01 The rationale behind incentivising key stakeholders with options in the company.
10:05 What’s in the pipeline for 2024?

In this  interview, accomplished fund manager Oliver Brown of RC Brown takes me through 20  fascinating stock ideas including:

00:00 His outlook for equities.
04:20 Avacta
09:00 Segro
13:00Fonix Mobile
16:10 Microlise
19:10 Team17
23:10 XP Power
26:05 Volex
28:00 Midwich
30:25 Strix
33:55 FRP Advisory
35:55 Marlowe
39:05 Johnson Service Group
41:45 Franchise Brands
44:50 Lords Group Trading
47:00 SigmaRoc
49:25 Springfield Properties
52:55 Animalcare
56:45 Supreme
1:00:20 Hollywood Bowl
1:04:35 Integrafin

On today's live ‘Exchange’ for Vox Markets, Paul Hill was delighted to speak to accomplished investor and ex-Schroders fund manager Iain Staples - covering:

00:00 His investment approach & recent M&A splurge
07:40 Equals Money
11:45 Renew Holdings plc
15:45 Mpac Group PLC
18:55 Anpario plc
21:05 hVIVO
25:55 Elecosoft
31:30 Tracsis PLC
36:35 FADEL
38:50 Warpaint Cosmetics
44:10 G&H Photonics
49:45 Ultimate Products
55:15 ME Group
59:10 Thruvision
64:25 XPS Pensions Group

#EQLS #RNWH #MPAC #ANP #HVO #ELCO #TRCS #FADL #W7L #GHH #ULTP #MEGP #XPS

Disclosure : I own Equals and Eleco, whilst Equals, Eleco, Fadel, hVivo & MPAC are Vox Markets clients.

In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm offering autoantibody profiling that is used to enable precision medicine within the Biopharma industry.

00:00 What the company does and the current demand picture within the Biopharma sector
09:15 recent contract wins and update on commercialisation strategy

Watch on YouTube

In this in depth interview, accomplished fund manager Brendan Gulston of Gresham House takes Vox Markets through 20 fascinating stock ideas including:

00:00 His outlook for equities.
10:35 Iomart
14:45 Learning Technologies
18:05 Netcall
22:10 Pinewood Tech (formerly Pendragon)
27:40 Team17
31:00 Keywords Studios
36:15 Tribal Group
40:40 Trufin
46:05 TP ICAP
50:05 Argentex
54:20 Watkin Jones
58:30 Property Franchise Group
1:01:35 Schroders
1:03:25 Mattioli Woods
1:05:55 Angling Direct
1:09:20 Halfords
1:24:05 Moonpig
1:27:50 Moneysupermarket
1:21:10 Kooth
1:23:15 Spire Healthcare

#IOM #LTG #NET #PINE #TM17 #KWS #TRB #TRU #TCAP #AGFX #WJG #TPFG #SDR #MTW #ANG #HFD #MOON #MONY #KOO #SPI

(Watch on YouTube)

Vox Markets speaks to Chris von Jako, chief executive of Polarean #POLX, about the company’s five pillar strategy to drive uptake of its life saving lung imaging technology.

0:29 Chris von Jako describes the progress the company’s made on the regulatory and commercial front since he joined as CEO last June.
3:57 Discusses Chris’s 30 years of experience in overcoming the challenges of bringing new medical devices to market.
6:54 Details of the company’s XENOVIEW technology, and how it offers clinicians a unique and highly effective approach lung diagnostics.
11:14 Insurance support and other ways Polarean is planning to drive take up of the technology.
13:44 The importance of partnerships as a route to market, and progress identifying new partners alongside Phillips
15:13 Financing requirements for the five-pillar strategy and where it could take Polarean commercially.

(Watch Live stream HERE)

00:00 Roland's investment approach & key takeaways from recent trading updates
07:15 Avacta
11:20 Direct Line
15:15 Renishaw
21:40 Avingtrans
25:45 Renold
26:55 Costain
30:45 Vp Plc
34:50 Robert Walters
38:30 PZ Cussons & investing in emerging markets
47:35 Animalcare
51:50 Anpario
54:45 IG Group
57:50 Ultimate Products
61:05 Telecom Plus
65:40 ME Group
69:00 Impax Asset Management
73:25 Jupiter Fund Management
76:00 Premier Miton
78:45 Keywords Studios

Steve Kessler, executive chairman of green lithium specialist CleanTech Lithium, talks Vox Markets through its plans to deliver a more robust PFS and how this underpins future strategic discussions.

European Green Transition announced today that drilling has commenced at its Olserum rare earths project in Sweden. Approximately 1,500 metres will be drilled across two holes. Here to tell us more is Aiden Lavelle

Watch on YouTube

Vox Markets talks to Itaconix #ITX co-founder and chief executive John Shaw on what’s behind a year that’s seen the natural chemicals specialist deliver record revenues, and how the cost, performance, and safety advantages of its plant-based manufacturing ingredients are opening up multiple market opportunities.

0:30 Discusses the highlights and drivers of a year that saw Itaconix deliver record revenues
2:07 How the performance and cost advantages of the company’s itaconic-acid based ingredients are driving major growth across private label manufacturers in North America.
3:26 Signs of traction in the larger European market for dishwasher tablets, including interest from contract manufacturers to major retailers.
4:25 How the company’s production facility has headroom to meet significant growth opportunities, and the economies of scale behind the business.
6:07 New market opportunities, including multi-million-dollar leather, paint markets, and adult hygiene, and how that’s supported by last year’s fundraise.
9:18 The environment advantages of Itaconix’s natural products and their potential to change the industrial landscape.
11:25 The company’s plans for 2024 and the focus on becoming EBITDA profitable.

Watch on YouTube

In this interview, CEO Steve McQuillan & CFO Stephen King of 
Avingtrans #AVG take Vox Markets through today’s in line H1’24 results and positive outlook.

00:00 Demand picture across key markets.
06:05 H1'24 financial highlights & revenue cover.
14:10 Strategic rationale for creating the new Advanced Engineering Systems division
19:50 Opportunity in medical devices with Adaptix & Magnetica
27:50 Outlook

Watch on YouTube

In this interview Paul Hill spoke to accomplished investor Paul Scott of Stockopedia about:

00:00 His successful stock picking strategy
03:30 Key takeaways from recent smallcap trading updates
09:40 Plexus
16:15 Renold
18:55 Zotefoams
22:55 Porvair
27:00 Luceco
30:15 Volex
36:55 Beeks Financial Cloud
43:15 Intercede
47:10 CMC Markets
51:05 H&T
57:45 Eurocell
1:02:10 Alumasc
1:06:50 Somero Enterprises
1:10:40 Gaming Realms
1:13:20 Wynnstay
1:20:00 ME group
1:23:00 Jet2
1:25:10 Dunelm
1:3:15 Bloomsbury Publishing