Explore every episode of the podcast The Vox Markets Podcast

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Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/

In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:

00:00 Investor sentiment, recruiters & recent buys/sells.
07:50 Equals
13:55 James Latham
17:35 Warpaint
21:45 Springfield and housebuilders
25:25 Premier Miton
29:55 Victrex
36:45 Boohoo
38:00 SSP Group
39:55 Card Factory
42:40 Zigup
46:15 IXICO
50:20 Onthebeach
54:45 De La Rue
57:35 Water Intelligence
59:30 Made Tech
62:25 Plexus
64:30 Avacta

#EQLS #LTHM #W7L #SPR #PMI #VCT #BOO #SSPG #CARD #ZIG #IXI #OTB #DLAR #WATR #MTEC #POS #AVCT

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Georgina Energy #GEX has announced significant progress regarding the permitting for the Mount Winter helium and hydrogen project in Australia. Chief executive Tony Hamilton joins to tell us more, and about next steps.

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Renalytix #RENX, specialises in AI-powered diagnostics for kidney disease. Executive Chairman Julian Baines, in an interview with Vox Markets, highlighted the company's FDA-approved test, KidneyIntelX, which predicts end-stage renal disease risk in diabetic patients, improving outcomes and reducing healthcare costs. 

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Gunsynd #GUN has rounded off a transformational year with news of extensive additional mineralisation on the Bear-Twit project in Canada. We're joined by executive chairman Hamish Harris to talk about that, as well as uranium and the way the company's assets are positioned locally and strategically. Will there be more deals next year? Never say never, says Hamish

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hVIVO #HVO CEO, Yamin 'Mo' Khan announced an £11.5 million contract with an existing top-tier global pharmaceutical client to test an RSV antiviral candidate using hVIVO's Human Challenge Study Model. The Phase 2a trial is set to begin in the second half of 2025 at hVIVO's Canary Wharf quarantine facilities.

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Catch the highlights from IXICO's #IXI live presentation, where CEO Bram Goorden and CFO Grant Nash share insights into the company's Full Year Results and outline their ambitious expansion and growth strategy. Recorded on December 4th, 2024, this session provides valuable updates for shareholders and those interested in IXICO's role in advancing neuroscience through innovative medical imaging analysis. 

00:00 - Introduction
01:10 - Presentation 
33:40 - Q&A

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In this upbeat interview following today’s positive Sept FY24 results, CEO Bram Goorden and CFO Grant Nash of 

IXICO - an AI powered medical imaging analytics firm - takes me through:
00:00 What IXICO does, its key USPs & growth opportunity.
06:05 Financial highlights, operating leverage and breakeven sales.
11:50 Expansion strategy and new product development.
18:55 FY25 outlook and closing remarks.

IXICO will provide a live presentation to all existing and potential shareholders relating to their Full Year Results and IXICO's expansion and growth strategy via Vox Markets this afternoon.

Register here > > https://streamyard.com/watch/tuGDjEfcp5K4

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In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of onward Opportunities, including:

00:00 His investment approach & smallcap outlook for 2025
03:50 Windward
08:45 Angling Direct
12:20 Springfield Props
16:25 Mpac
22:05 Transense Technologies
27:25 Synectics,
33:25 Mission Group
37:40 Vianet
41:00 Likewise
44:40 Alumasc
48:35 Michelmersh
51:50 Audioboom
56:30 Smiths News
1:00:50 React
1:03:15 Northcoders
1:07:20 B90 Holdings
1:10:45 Favourite stock for 2025

Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com.

#ONWD #TRT #MPAC #WNWD #SPR #SNWS #ANG #VNET #SNX #TMG #LIKE #ALU #MBH #BOOM #REAT #CODE #B90

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In this interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's synergistic £10.2m acquisition of Typhoo Tea. A beloved UK heritage brand that has been enjoyed by consumers for 120+ years and remains as one  of the country’s top 5 tea names.

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Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/

In this week’s smallcap investing show, rock star UK investor Paul Scott & I discussed our latest thoughts on the following:

00:00 M&A boom and catalyst for smallcap re-rating
04:45 ITV
08:05 Kingfisher
12:35 Auction Technology
16:40 Paul’s buys this week
18:50 Pets At Home & CVS Group
23:05 Water Intelligence
28:30 Beeks Financial
30:55 Shearwater
32:30 B&M Euro Value
34:25 Macfarlane
36:30 Essensys
41:40 Supreme
44:05 James Latham
47:05 Spire Healthcare
49:55 Evoke
51:50 Anpario
53:40 Gulf Marine Services
54:55 Marks Electrical
57:20 Getech
57:50 Avingtrans
59:50 Alpha Group International
61:45 Glaxo

Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com.

Published by Vox Markets

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Blencowe Resources #BRES has announced its involvement in Project SAFELOOP, a major European initiative that could have a major impact on demand for the company's graphite. Mike Ralston joins us to explain.

In this investing masterclass, accomplished UK fund manager Abby Glennie of Abrdn Investments  walks me through her view of the markets and latest thoughts

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In this Vox Markets interview, David Buik speaks with Tim Carroll and Sally McKone of Focusrite, who highlighted 2024 growth driven by innovation, acquisitions, and a diversified portfolio, positioning the company for success in 2025.

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After releasing record H1 results today alongside upgrading FY'25 guidance - CEO Sandy Chadha and CFO Suzanne Smith of Supreme explain in this fascinating interview what's been driving the terrific top & bottom performance.

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In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:

00:00 Investor vibe at Mello and 2025 equity outlook
05:05 Recent buys (Vistry) & sells (Facilities of ADF).
07:45 CML Microsystems (PH holds)
10:00 JD Sports
13:55 CMC Markets
17:10 hVIVO (vox client)
20:10 Jet2
24:05 Springfield Properties
26:40 Michelmersh Brick (PH holds)
31:30 Norcros
35:40 Auction Technology Group
39:50 Renold
44:40 Equals (PH holds & Vox client)
49:35 Spectra Systems
53:30 Yu Group
56:00 Card Factory
59:40 Macfarlane

#VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF

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Pulsar Helium signed a processing and procurement deal with the billion-dollar company Chart Industries this week. Here to tell us about that, about the upcoming drill programme at the Topaz project in Minnesota, and about all the other impending newsflow, is Thomas Abraham-James

Following todays announcement that the FDA have approved Polarean its coil has been cleared for use with the GE HealthCare’s MRI systems, Polarean’s CEO, Chris von Jako talks exclusive to Vox Markets

European Green Transition has announced its latest batch of drilling results from its Olserum rare earths projects. Aiden Lavelle joins us to tell us what it all means and where the company goes from here

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Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/

In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:
00:00 GoodMoneyGuide
02:20 Science Group
05:45 Qinetiq
09:35 Warpaint
12:35 Will we get a Santa rally?
19:30 NEW BUY - Facilities of ADF (PS Holds)
23:05 Zoo Digital & new AIM IPO Winking Studios
27:05 Volex & TT Electronics
32:15 NEW BUY - CML Microsystems (PH Holds)
36:30 Cake Box
39:35 Van Elle
41:35 NEW BUY – IXICO (PH Holds & Vox client)
46:35 4Imprint
49:50 Zotefoams (PS holds)
52:45 Goodwin
54:45 Premier Miton & fund managers
59:55 TPXimpact
60:35 NWF, Luceco & Finseta

A big thanks for today’s sponsor Goodmoneyguide

#SAG #QQ. #W7L #ADF #ZOO #WKS #VLX #TTG #CML #CBOX #VANL #IXI #FOUR #ZTF #GDWN #PMI #TPX #NWF #LUCE #FIN

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In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including:

00:00 Equity outlook
05:05 Funding Circle
08:45 Big Technologies
11:30 Solid State & possible read across to other UK defense stocks
15:00 Volex bid for TT Electronics
16:20 XPS Pensions
20:00 FRP Advisory
25:55 Ashtead Technology
28:50 hVivo
31:30 Hollywood Bowl
34:30 Warpaint
37:10 MP Evans
42:10 Zigup (formerly Redde
Northgate)
45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs
51:00 Keller
55:05 Renew
58:30 Best stock idea for 2025

Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

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On today's Exchange, I was delighted again to speak to accomplished investor Leon Boros of Equity Strategies including:

00:00 Equity outlook for 2025.
05:20 Arcontech
11:15 Fonix Mobile
16:15 Bioventix
22:55 CMC Markets
23:45 Concurrent Tech
28:45 Tracsis
33:10 Journeo
36:30 Novo Nordisk
42:40 Sosandar
50:50 NIOX Group
54:15 Equals
57:15 Polean Imaging
59:40 Leon’s best horse-racing tip for 2025 (re Lady of Spain).

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In this fascinating interview, CEO Martin Gouldstone of Oncimmune #ONC takes Vox through:

00:00. What the company does, its key USPs and how the proprietary IMMUNOinsights autoantibody profiling service helps Biopharma companies develop & monitor new drugs & precision medicines.
08:30 Current demand picture, breakeven revenue & Aug FY25 visibility.

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In this fast-moving investing show, legendary UK investor Paul Scott & I discussed all things smallcap, alongside highlighting our latest thoughts on the following:

00:00 Paul’s new SCVR service on Substack
02:15 Impact of the Budget
08:00 Fallout from the US Presidential election
10:40 Hunting (PS holds)
15:50 Vistry
21:30 Michelmersh Brick (PH Holds)
25:50 OneSavingsBank
33:15 Kooth (PS holds)
37:50 Gooch & Housego (PS holds)
44:00 Smiths News
49:10 Plexus (PS holds)
53:45 Equals (PH holds & Vox client)
55:45 Venture Life (Vox client)
61:15 Anpario
64:10 Time Finance

Plus, if anyone or any company would like to sponsor this new ‘Smallcap” series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

Published by Vox Markets 

#HTG #VTY #MBH #OSB #KOO #GHH #SNWS #POS #EQLS #VLG #ANP #TIME

In this investing masterclass, accomplished UK small/midcap fund manager Chris McVey of Octopus Investments walks me through his view of the markets and latest thoughts on 15 stock ideas

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Blencowe Resources #BRES is raising £1.5 million through a placing and subscription, and a further £195,000 through a retail offering. The money will go towards the company's definitive feasibility study for the Orom-Cross graphite project. Here to tell us more, Blencowe Chief Executive Mike Ralston.

Good Life Plus CEO Charlie Chadd reveals impressive interim results and a bold 2025 outlook. Don’t miss the highlights!

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In this upbeat interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes me through last week’s potentially transformational £10m acquisition of specialist menopause & perimenopause company ‘Health & Her Ltd’.

Here Jerry runs through the strategic rationale of the deal, targeted synergies, integration plan, funding and longer term opportunity.

CleanTech Lithium has updated the market on progress towards the completion of its pre-feasibility study at Laguna Verde, and on exploration and the commissioning of the pilot plant in the USA. There's also word on the appointment of a new chief executive, expected shortly. Steve Kesler joins us to tell us more

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In this interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through:

00:00 His 1st impressions since joining in Aug’24 & what IXI does, alongside its key USPs & growth opportunities.
04:55 Orderbook development  & why now is the right time for IXI to get its fair share of the market.
07:55 Pipeline conversion, importance of last month’s £4m fund raise to scale the business and possible M&A.
11:10 Growth in post marketing surveillance and aspirational longer term targets.

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European Green Transition has released results from drilling at its Olserum rare earths project, Aiden Lavelle joins us to tell us what it all means.

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In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including:

00:00 Approach to investing & outlook for equities
06:25 Hill & Smith
10:40 Victrex
15:45 Essentra & takeover premiums
20:40 XP Power
23:40 Alfa Financial
28:30 Accesso Technology
35:25 Trufin
40:35 Hunting
45:45 Lancashire Holdings
51:25 Quilter
58:00 Oxford Biomedica
64:10 Premier Foods
67:40 Volution
72:20 Thoughts on UK banking sector
74:25 Chemring
78:50 Favourite investing idea for 2025

Prospex Energy CEO Mark Routh discusses the recent success in deepening the Viura-1B well, which revealed additional gas reserves, enhancing the company’s production and revenue outlook. With production resuming on 15 October, Prospex anticipates increased income, particularly with rising gas prices, and has two new wells planned for 2025.

In this investing masterclass, accomplished multi asset fund manager Duncan MacInnes of Ruffer takes me through his latest view of the markets and thoughts on numerous asset ideas.

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A busy few months lie ahead for Predator Oil & Gas #PRD, as it gears up to drill the potentially huge MOU-5 prospect in Morocco. Here to tell us about that, and about what else is going on at the company's other assets, is chief executive Paul Griffiths

In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including:

00:00 Approach to investing & outlook for equities
07:35 Alliance Pharma
13:15 Marston's
17:50 Gulf Marine Services
21:25 Deepest of deep value investing
26:00 PZ Cussons
30:05 De La Rue
31:35 Watkin Jones
37:15 MJ Gleeson
41:15 Enquest
47:25 Avoiding falling knives & will #WJG need an equity raise?
53:15 Future
55:05 Costain
58:55 Sectors to avoid & UK recruiters
1:02:05 Eurocell
1:06:30 Renewi
1:10:05 Synthomer
1:105:20 Wynnstay
1:22:05 TT Electronics and XP Power
1:26:10 UK asset Managers & Liontrust

#APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO

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In this Vox Markets interview, Hamish Harris, Executive Chairman of Gunsynd PLC, discusses the company’s recent high-grade copper and uranium discoveries at its Falcon Lake and Merlin projects in Canada. He highlights efficient cost-sharing with neighbouring companies and the strategic value of operating in Canada’s resource-rich region.

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Charlie Chad, CEO of Good Life Plus, discusses the company’s growth to 40,000 subscribers in 2024 and raising £2 million for expansion. Good Life Plus offers daily luxury prize draws and perks like dining discounts and cinema tickets. Their consumer-first approach and effective marketing drive success.

In this episode, powered by ai, we explore Avingtrans' 2024 annual report. We break down their "Pinpoint, Invest, Exit" (PIE) strategy, record-breaking revenue, and why profits took a dip. With a booming energy division and bold investments in next-gen medical imaging, like helium-free MRI machines, we discuss whether Avingtrans has struck the right balance between stability and high-risk innovation. Tune in for insights into a company pushing boundaries and playing the long game

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Metal's One #MET1 CEO Jonathan Owen gives an update on all the latest from the company's Scandinavian portfolio of critical minerals assets, and provides an overview of where these projects fit into the wider European and global economy.

Matt Timmins, joint CEO of Fintel, discusses strong financial growth, driven by acquisitions and fintech investments. Fintel's focus includes building a connected platform for intermediaries, expanding their customer base, and launching Matrix 360, a product comparison tool. Looking ahead, they aim to reduce debt and grow SaaS revenue.

In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies

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In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago.

Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/cost synergies and how the transactions are being funded.

Disclosure: MPAC is a Vox Markets client.

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In this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including:

00:00 What the company does, its key USPs and current demand picture
06:00 Financial highlights, improving gross margins and strong cash generation
10:45 M&A, efficiency and new product development opportunities
16:00 Outlook and longer term vision

#VLG is a Vox Markets client.

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:

00:00 Her approach to investing & outlook for UK equities
08:45 Eagle Eye Solutions
12:50 1Spatial
15:45 EKF Diagnostics & Argentex
17:20 Tracsis
23:05 Fonix Mobile
27:50 Cohort
30:10 Learning points from 2 past losses
34:00 Avingtrans
39:45 Equals
42:15 hVIVO
48:10 H&T
52:15 What to do when shares drop on good news
53:20 How to identify value traps
55:05 Facilities by ADF
58:40 Flowtech Fluidpower
1:00:05 Kitwave
1:02:40 Synectics
1:05:00 Current share most excited about, recent sales & final key messages

#EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX

Lord Ashbourne, analyst with Edison, talks about his recent research note on 
Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.

CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader context in which the company is operating in.

In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including:

00:00 What the company does, its USPs & key growth drivers
09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world
17:40 Financial highlights
30:30 Contingency plans for Beirut office
35:55 Future newsflow, lifting the stock's REG-S status & key summary messages 

Disclosure: Fadel Partners is a Vox Markets client

In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take me through today’s in line FY’24 results and exciting outlook – including:

00:00 What Avingtrans does, its successful ‘PIE’ strategy & rationale for consolidating the engineering businesses under one roof (AES).
05:35 FY’24 financial highlights
11:30 Current demand across the engineering division
18:00 Integration of Slack & Parr, and potential AES value catalysts
22:40 Status of commercialising Adaptix & Magnetica, alongside longer term options for realising value in the medical division
31:35 YTD’25 outlook and revenue cover

European Green Transition #EGT put out interim results this morning. Here to update us on the latest, including progress at Olserum, in Cyprus, and information on the cash position, is chief executive Aiden Lavelle

Watch on Youtube - https://www.youtube.com/watch?v=iG2hdHzawl8

Richard Harpham and Graham Bird of XP Factory discuss the company’s evolution since 2018, transforming niche escape rooms into mainstream attractions. They detail the acquisition of Boom Battle Bar, financial growth, customer satisfaction, and future expansion plans, emphasising cost management and potential UK and international opportunities.

00:17 What was your initial vision for Escape Hunt?
01:35 How did that then lead to the acquisition for Boom
04:59 In 2019/20, turnover was under £5M—how did it hit £60M by March 2024?
07:46 Your growth has been phenomenal, but does that align with your original vision?
10:50 Is the business in a position to keep growing?
14:56 How are Escape Hunt and Boom performing?
18:37 How confident you both you can achieve and maintain the like for likes?
19:41 Have you seen the business growth, and the downside of, that is the cost go up. How are you managing those costs? What kind of effects are they having?
23:40 There's a lot of uncertainty. In a few weeks time, our new leader is going to announce the latest budget. Are you concerned about this?
27:10 How are you going to utilise the 10 million facility at Barclays and, what sort of growth are you looking at?
29:20 You mentioned earlier about places like Dubai—how do you see that in comparison to the alcohol-driven culture in the UK?
31:51 What do you think the business will look like in 5 years?
36:50 Competitive socialising
39:30 Why would somebody invest in XP Factory
42:36 Which is going to see more focus, Escape Hunt, or Boom?