The Vox Markets Podcast

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Cadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is already funded, and then production, slated to begin by the end of June. Kiran Morzaria is Cadence's chief executive, and he joins Vox to tell us more.

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.

00:00 Outlook for 2026
05:00 Auction Technology Group
10:40 TT Electronics
16:25 Hollywood Bowl
21:40 City of London Investment Group
23:20 Topps Tiles
26:45 Restore
32:55 RWS
39:40 Greggs
43:30 ITIM
47:10 Cerillion
51:50 accesso Technology
55:05 Seeing Machines
1:00:30 Quartix Technology and Microlise
1:04:30 Videndum
1:08:35 Gulf Marine Services
1:21:30 MS International
1:23:40 Cohort

#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT
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Lions Bay Capital and Lions Bay Resources are emerging as the most significant component of Metals One's broad mining and commodities investment portfolio. Lions Bay's executive chairman John Byrne, and Metals One's managing director Dan Maling explain how the relationship developed, and what it will mean for Metals One. Lions Bay brings a big opportunity for significant value to be created in integrated gold production in South Africa, especially against the backdrop of the current sky-high gold price.

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For ECR Minerals, 2026 will be all about gold production. At the Raglan alluvial project in Australia ECR already has all the plant and equipment in place and is now assembling the team that will press the "go" button for production. The aim is to be up and running before Easter, and with gold running so high, it's an excellent time to be doing so. Following on from Raglan will come the larger Blue Mountain project, also alluvial. ECR's chairman Nick Tulloch joins Vox with more details, as well as with updates on other projects in...

In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of the most pressing healthcare opportunities globally, and outlines the strengthened financial position supporting upcoming trials. Looking ahead, Jeremy explains what investors can expect in 2026, why he believes Poolbeg is strategically positioned for value-creation, and why now may be the right time for investors to pay close attention.

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Rome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.

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This explainer video is designed to help retail investors better understand Quantum Data Energy’s funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice. 

The video breaks down complex concepts like prepaid and cash warrants, fully diluted share counts, and “non-dilutive” project-level funding in plain English, providing clarity on how capital has been raised and how value is intended to be created going forward.

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Howard McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estimate (2U) basis. The company has also recently shot seismic, and will look to undertake drilling in 2026

In this interview, Christopher Nicholson, Head of Research at ACF Equity Research, provides a clear and pragmatic assessment of flexible low-carbon energy companies listed on AIM — a sector increasingly critical to grid stability, data centres and the energy transition.


AFC Energy #AFC
eEnergy #EAAS
Quantum Data Energy #MAST
EnergyPathways #EPP
Thor Energy #THR

In this short end-of-year interview, Quantum Data Energy CEO Pieter reflects on a pivotal year for the company, including the operational progress made, the funding reset that reshaped the balance sheet, and how the business is positioned heading into 2026.

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In this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas.

00:00 YTD’25 portfolio returns and 2026 outlook
06:50 1Spatial
09:50 TT Electronics
14:10 Hollywood Bowl
17:40 Card Factory (& 60:00)
21:15 Moonpig
25:45 Watkin Jones Group
31:05 Synectics
37:10 Tribal Group
43:10 Essentra
45:40 Frontier Developments
51:00 Beeks Financial (& 76:45)
57:50 SDI Group
60:20 Van Elle
64:15 Character Group
68:40 Tristel
73:35 Springfield Properties
78:00 Victoria
82:20 Nichols
84:50 Sthree
88:10 Premier Miton
91:00 EKF Diagnostics

#SPA #TTG #BOWL #CARD #MOON #WJG #SNX #TRB...

In this candid introductory interview, Golden Matrix Group Inc. (NASDAQ:GMGI) Exec Chairman William Scott breaks down the company’s business model in plain terms, explains where growth is really coming from, and shares when investors can expect meaningful profits. Speaking directly to retail investors, Scott discusses the risks ahead, how GMGI plans to expand its international gaming footprint, and why he believes the company is positioned to win in a competitive and fast-moving iGaming space. With no fluff or overcomplication, this conversation offers a grounded look at a small-cap tech company aiming to make a big impact.

Plenty of action brewing at Rome Resources, following the company's recent fundraising. The plan now is to get back onto the ground now and set the drillbits turning on the company's Bisie North tin and copper project in the Democratic Republic of Congo. Rome has already delineated a maiden resource at Bisie North, and is now shooting for higher grade material at greater depths. Klaus Eckhof, the company's chairman, joins Vox to tell us all about it.

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In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 13 stock ideas.

00:00 Equity outlook for 2026
07:35 Pebble Beach Systems
14:10 ITIM
19:50 Fintel
23:15 Synectics
28:00 MPAC
35:45 Audioboom
46:50 The Mission Group
53:15 Mincon
59:50 Alumasc
66:05 Springfield Properties
73:50 Angling Direct
81:15 Likewise
88:25 3 favourite stock ideas for 2026. Pebble Beach Systems, Mincon and RentGuarantor


#PEB #ITIM #FNTL #SNX #MPAC #BOOM #TMG #MCON #ALU #SPR #ANG #LIKE #RGG
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Ivan Murphy, executive chairman of Harena Rare Earths, joins Vox for a rundown of what happened in 2025 and a look ahead to what's in store in 2026. Much has changed. In early 2025 Harena executed the reversal that gave it its London listing, and then moved rapidly to advance its Ampasindava rare earths project in Madagascar. This project is now well on the way to production, as the licensing process proceeds, and a DFS continues to work its way through the pipeline. Meanwhile, high level talks are continuing both with the US government and with the Madasgascar government. Watch for plenty of...

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on 19 stocks. Also watch out for next week’s Xmas Special at 2pm Wedn 17th Dec.

00:00 Recent buys or sells.
01:20 XP Factory
07:10 Everyman Media
11:25 Big Technologies
16:30 What’s going to trigger a UK smallcap rally?
23:30 Topps Tiles
26:55 Begbies Traynor
31:40 Applied Nutrition
35:00 Ashtead Technology
40:25 Venture Life
44:00 Cohort
46:20 RWS
50:15 System1
56:05 Made Tech
59:50 Oxford Metrics
1:03:40 ME Group
1:07:20 Tate & Lyle
1:10:10 Mears
1:12:40 Restor...

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Bernard Aylward, the CEO of Kodal Minerals #KOD, joins Vox to talk about the company's nascent lithium production project in Mali, how it's going and what the expansion plans are. Set in motion with an initial US$65 million in capital, the Bougouni project is now up and running, with plans to develop a much larger, stage 2 operation in 2026. In the background, the lithium price has improved markedly, and the mining sector in general has come alive as Kodal has got Bougouni going. So, says Aylward, 2025 was a very good year, and 2026 could be even better<...

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In this upbeat interview, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through today’s strong & slightly better than expected FY’25 results, including:

00:00 What’s been driving the powerful top line growth & current demand picture.
06:15 Financial highlights
09:15 Top level strategic glide path from FY’25 sales of £6.5m to £10m in the medium term and ultimately £20m.
13:50 FY’26 outlook
16:15 Closing remarks

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In this exclusive interview, MedPal’s CEO Jason Drummond joins us to discuss the company’s latest RNS, revealing a major upgrade to its AI-powered wellness app and a strategic rollout to over 11 million users via Epassi UK’s gym network.

Poolbeg Pharma (AIM: POLB) has announced that its lead asset, POLB 001, will play a central role in the new RISE research programme, a groundbreaking initiative tackling cytokine release syndrome (CRS) caused by cancer immunotherapy. In this interview, CEO Jeremy Skillington and Scientific Advisor Liam Loughrey explain what this means for the company, how the collaboration with leading academic and medical institutions came about, and what the implications are for patients and shareholders alike.

CleanTech Lithium's chief executive Ignacio Mehech joins Vox for an update on the progress the company's been making with its Laguna Verde lithium project in Chile. The company is optimistic that it will be awarded a Special Lithium Operating Contract, otherwise known as a CEOL, in the near-term. That award will then be followed swiftly on by the release of the CleanTech's PFS for Laguna Verde. In the meantime a legal claim has been launched against the company by the Laguna Verde vendors, but this won't affect the CEOL process.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 16 stocks.
00:00 Recent buys or sells. Novo Nordisk, Likewise, Topps Tiles, CLS Holdings, Brickability, Peel Hunt & Hvivo
02:20 Tracsis
11:25 Whitbread
16:00 Spire Healthcare
23:50 Trustpilot
30:40 Baltic Classified
37:30 Vp
40:25 Speedy Hire
45:05 SSP Group
49:15 Future
53:55 MONY / Moneysupermarket
58:40 Victrex
64:45 Gooch & Housego
68:55 Essensys
73:50 Funding access for early stage companies
75:05 Tekmar
76:50 One Health Group
80:20 Lindsell Train Investment Trust
#TRCS  #WTB #SPI #TRST #BCG #VP. #SDY #SSPG #FUTR #MONY...

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Cadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money that was already in place following a financing earlier this year. Cadence chief executive Kiran Morzaria joins Vox to give us more detail, and to talk about the longer-term objective of full-scale development of Amapa, which is...

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In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas:

00:00 Equity outlook for 2026
04:10 Eagle Eye
07:40 NCC plc
12:10 RM plc
16:40 Inspecs
19:55 Bellway
22:05 Breedon
25:00 Kooth
27:30 Big Technologies
29:15 Easyjet
31:55 SSP Group
35:45 Spire Healthcare
38:25 One Health Group
42:45 Verici Dx
44:30 Distribution Finance Capital
48:05 Zegona Communications
51:30 Victrex
54:25 XAR
58:05 Mincon
1:00:10 Gamma Communications
Best stock idea for 2026 - basket of smallcap life...

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Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the company.

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Emanuel Proença, chief executive of Savannah Resources joins Vox to talk about the company's Barroso lithium project in Portgual. Lithium prices have recovered sharply in the second half of 2025, even as Savannah has been pressing on with development work at Barroso, which is Europe's largest spodumene project. The plan is to produce a purified spodumene product at significant scale, for shipping to Europe and the wider world

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Blencowe Resources has released two major items of news over the past couple of days. The first was a significant update to resources and reserves at its Orom-Cross graphite project in Uganda. The second was the release of a definitive feasibility study for Orom-Cross outlining a development scenario generates significant earnings and cashflow and that shows an internal rate of return of over 90%. The net present value is set at over US$1 billion. CEO Mike Ralston joins Vox to talk us through the numbers, and to tell us what happens next

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In this in-depth interview, we speak with Thomas Forst, Chief Medical Officer of CRS and the wider hVIVO Group, to explore how the acquisition is reshaping the organisation’s clinical research capabilities

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.

00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
06:00 Unite Group and new fees on international students
11:50 GlobalData
16:00 GB Group
19:45 Spectra Systems
22:45 Boohoo
27:10 Pets at Home
29:00 Do new CEOs work for turnarounds?
32:00 Microlise
34:55 Brickability and broader building products sector
38:05 James Latham
41:25 Marston’s
46:10 Churchill China
48:00 Halfords
51:40 Team & WH Ireland merger
53:50 Should Filtronic and Beeks...

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Metals One #MET1 is investing US$1.8 million in Lions Bay Resources via a convertible loan note, payable in two tranches. Lions Bay owns a sizeable plant in South Africa which can be used to supply power and steam to nearby customers. The plan, though, is to build in a roasting facility that will allow the plant to treat refractory gold ore from waste dumps, and build up a significant production profile. Metals One managing director Dan Maling joins Vox to explain how it all fits together.

Pan African Resources is a well-established gold miner with long-standing assets in South Africa and a growing presence in Australia. The company was built around the Barberton gold mine in Mpumpalanga, which first began operating in the nineteenth century. During the past couple of decades Pan African has significantly added to its portfolio, bringing on new mines as well as earnings-accretive tailings projects. The recent high gold price has pushed up margins, and propelled the company to a market capitalisation of nearly £2 billion. Chief executive Cobus Loots joins Vox to talk about the company's promotion into the FTSE250, and where i...

It's been another jet-setting couple of weeks for the Harena team. Company executives and management have recently spent extensive time with the new government of Madagascar, building relationships ahead of the granting of the the permit for the Ampasindava rare earths project on the north coast. Across the Atlantic there have also been meetings with high echelons in the US government following on from the company's listing on the OTC. Executive chairman Ivan Murphy joins Vox to tell us what's been going on, to lay out the upcoming newsflow, and to remind us just how big the opportunity is at...

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The CQS Natural Resources fund is one of the most influential and long-standing mining investment trusts in London. Portfolio manager Robert Crayfourd joins Vox to offer his insights into where the mining markets go from here - in a year in which gold has surpassed all expectations, but other metals still have some way to go. Are we now in a bull market? - yes, says Crayfourd, but there's still plenty of upside on the table. CQS remains well positioned in precious metals and in copper equities, and offers investors access to overseas opportunities that...

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In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive H1’26 results and in line outlook.

00:00 Demand dynamics across all three divisions
06:25 Key financial highlights and capex plans
12:05 New product development and distribution strategy
15:25 M&A and ongoing integration
18:10 Outlook, H2’26 visibility & closing remarks

00:00 Investor sentiment from Mello conference
02:20 CMC Markets
07:05 PZ Cussons
10:15 McBride
15:29 Paypoint
21:45 Ocado
25:40 Tracsis
28:50 JD Sports
32:45 Plexus
37:40 Bloomsbury Publishing
43:30 Alumasc
48:10 Grainger
52:15 Trifast
55:30 Eagle Eye
59:25 CML Microsystems
63:35 Likewise
68:00 Vianet
72:15 Future

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GreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset inside an EU that's crying out for more locally-produced critical metals.

Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very similar characteristics, and that the seismic that will be run on Sagebrush is actually going right up to Coyote Wash

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In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington’s Disease.

Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.  

Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40.

00:00 4Imprint
04:45 FDM
09:05 Oxford Instruments
12:40 Avingtrans
16:35 Tracsis
21:00 ME International
25:05 MJ Gleeson
32:30 Hilton Food
34:50 Finseta
37:45 Ultimate Products
43:20 Rightmove
50:25 Light Science Technologies
58:00 Avon Technologies
1:00:45 ITV
1:02:35 Kitwave
1:05:15 Volex
1:08:20 Domino’s Pizza UK
1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory
1...

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In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.

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In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following:

00:00 Equity outlook
04:30 Activeops
09:00 Pinewood Technologies
12:00 Tribal
16:25 Netcall
21:50 Franchise Brands
25:25 MPAC
28:20 Capita
32:40 Iomart
37:30 Nichols
40:05 Spire Healthcare
43:45 IXICO
46:35 Kooth
52:20 Fintel
55:15 MHA
59:30 Favourite stock idea for next 12 months. Brooks MacDonald
 

MedPal AI #MPAL  has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.

Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

00:00 Recent buys/sells. Spectra Systems, Shield Therapeutics and Beeks Financial
02:45 Treatt
08:05 Brave Bison / M&C Saatchi
11:55 TT Electronics
16:25 Audioboom
20:45 Unite Group / Empiric Student Property
26:05 Next 15
29:10 Water Intelligence
36:45 Zotefoams
43:10 Focusrite
46:55 Trainline
50:50 Anpario
53:55 Smiths News
57:45 Why are so many smallcaps drifting down on no news?
59:35 Spire Healthcare
62:00 One Health Group
64:45 TP ICAP
68:00 Ceres Power
72:35 Kromek

#SPSY #STX #BKS #TE...

In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong Q3’YTD results, positive outlook and increasing momentum.

00:00 Key growth drivers, profit margin expansion and ongoing momentum.
07:30 Progress wrt rolling out both the Dallas template, new products/services and customer feedback.
16:10 Outlook & closing remarks.

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Amazing AI plc (AQSE: #AAI), a global fintech firm known for its online lending and AI-driven financial services, has made its first move into digital assets with a small Bitcoin purchase through its Mauritius subsidiary. Dubbed “Digital Asset Treasury 3.0”, the strategy aims to build a diversified crypto portfolio including Ethereum, XRP, Solana, and possibly a gold-backed token by the end of 2025. While starting cautiously, the company signals bigger ambitions

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Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, and how investment in innovation and supply chain flexibility is positioning the group for long-term growth.

Harena Rare Earths released full year results the other day, showcasing the company's robust financial and operational position in its first major set of financials since listing earlier in the year. The company continues to boost its profile in the US, ahead of major updates on the ground due from its Ampasindava rare earths project in Madagascar. Executive chairman Ivan Murphy joins Vox to give us an update on all the latest developments

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In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus Investments takes me through his latest thoughts on the following:

00:00 Equity outlook.
02:50 BOKU
07:20 WISE
10:00 PCI-Pal
15:15 GB Group
20:25 Raspberry Pi
24:35 Ensilica
28:00 Volution
30:30 Optima Health
32:05 IXICO
35:05 Diaceutics
37:45 Hvivo
41:30 Ceres Power
46:05 Trainline
49:45 Itaconix
52:25 M&C Saatchi
53:35 Renew Holdings
56:30 Favourite stock idea for next 12 months. Bloomsbury 

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Cindrigo has listed on the main board of the London Stock Exchange with an initial market capitalisation of £40 million. The company plans to develop geothermal projects in Germany, backed by cashflow from a near-term development project in Finland. Chief executive Lars Gulstrand joins Vox to offer an insight into the precise nature of the opportunity here, especially given that power generation in Germany has undergone such radical transformation in recent years with the mothballing of coal and nuclear.

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Hemogenyx #HEMO has been given clearance to proceed with the next stage of testing in regard to its HG-CT1 therapy, which is designed to treat leukemia. Hemogenyx's chief executive Vladislav Sandler joins us to talk about the implications of continuing the trials, how they will be structured, and widened with the addition of testing for a group of 12-18 year olds.

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Gunsynd's Hamish Harris joins Vox for an update, following the release of high grade gold and silver sampling results from the company's Canadian projects. The Barb project showed high gold grades, while Bear Twit showed high silver, lead, and zinc. Harris also updated on a company Gunsynd has a significant stake in, 
Richmond Hill. There, the opportunity in copper looks highly significant too.

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European Green Transition has announced that it has entered into a six-month option agreement for the potential sale of the Pajala copper project in Sweden. With copper prices riding high, it's a good time to be transacting on copper, and it may be that the deal presages a bigger one in relation to EGT's Olserum rare earths project in Sweden. EGT's chief financial officer Jack Kelly joins us to discuss the implications of the deal, how it fits into EGT's wider strategy, and where the company goes from here

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

00:00 Recent buys/sells
02:30 MJ Gleeson
05:20 Idox
08:05 Mpac
12:25 Alumasc
15:35 Bioventix
19:15 Auction Technology Group
23:05 RWS
27:05 Centaur Media
29:25 Ingenta
31:35 Light Sciences Technologies
36:50 Goodwin
41:15 Norcross
42:55 Ultimate Products
45:50 Ecora Resources
48:25 Capital (drilling) Ltd
51:15 REACT Group
53:45 Hargreaves Services
56:00 Seeing Machines
59:20 Foxtons
1:02:40 Bloomsbury
1:07:20 Creo Medical

#GLE #IDOX #MPAC #ALU #BVXP #ATG #RWS #CAU #ING #LST #GD...

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Tooru plc (AIM: TORU) has announced that its gluten-free brand OAF — born out of its Juvela business — has expanded to eight product listings in Tesco, with week-on-week growth and advanced talks underway with other major supermarket chains. Unlike most gluten-free brands that rely on rice flour, OAF and Juvela use a unique gluten-removed wheat starch, delivering authentic taste and texture that could redefine the category.

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. Many apologies too about the quality of my video feed (sound was fine), which may have been caused by a connection &/or broadband issue.

00:00 Health of the UK IPO market and upcoming Shawbrook float.
03:55 Celebrus Technologies
07:45 Paypoint
12:00 Treatt
14:05 Macfarlane
16:35 System1
20:15 XP Power
23:00 Gulf Marine Services
26:55 Supreme
28:50 Tristel
31:50 B&M Retail
36:40 Halfords
39:45 ECO Buildings
44:55 ITV
51:00 Playtech
54:15 Chesterfield Special Cylinders...

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MedPal AI has unveiled a fully automated, AI-integrated national distribution centre in Swaffham, enabling it to fulfil over 100,000 prescriptions a month. Backed by a rare DSP licence and fresh funding, this move creates a vertically integrated, low-cost prescription fulfilment model aimed at both NHS and private markets. With AI triage, robotic dispensing, and same-day delivery, MedPal is positioning itself at the forefront of digital healthcare

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KEFI Gold and Copper #KEFI has signed a US$240 million dollar debt deal with two lenders for the development of its Tulu Kapi gold mine in Ethiopia. The closing debt finance allows KEFI to move towards the completion of the equity portion of the funding, for which many local and international investors are already lined up. KEFI's executive chairman joins Vox to provide all the latest news, following what he calls the most significant deal the company's ever done.

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 18 stock ideas:
00:00 Equity outlook, YTD’25 portfolio returns and cash position
05:05 Carclo
13:35 B&M European Retail
16:35 Filtronic
18:35 CML Microsystems
24:05 Anglo‑Eastern Plantations
28:05 Funding Circle
35:00 Journeo (& 47:25)
39:20 GB Group
43:05 Creightons
47:40 Shoezone
49:50 When to sell
51:40 TheWorks.co.uk
57:15 ECO Buildings
59:35 AudioBoom
62:30 Dr Martens
64:40 Hargreaves services
67:15 Zotefoams
73:45 Goodwin
75:35 Videndum

Blencowe's chief executive Mike Ralston joins Vox for an update on results from the latest testwork conducted on graphite from the company's Orom-Cross project in Uganda. Thus far, graphite tested has proved to be of exceptional quality, and highly desirable for potential off-takers and other customers. Ralston also updated on progress with the ongoing definitive feasibility study at Orom-Cross, as well as the upcoming newsflow, which will include drill results and an updated resource.

In this exciting interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand Slimfast, alongside last month's purchase of heritage carpet care brand “1001”.

Prospex Energy (AIM: PXEN) has resumed gas production from the Viura field in northern Spain, a crucial asset for the company. The company stands to benefit from increased cashflow, CEO Mark Routh discusses the operational turnaround, financial implications, and what’s next for this cornerstone project.

In this exciting interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand Slimfast, alongside last month's purchase of heritage carpet care brand “1001”.

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Rare earths specialist Harena Resources is busy networking itself into America, via high-level government meetings, a listing on the OTC, and the securing of a significant US presence on the share register. A preliminary feasibility study is nearing completion at its Ampasindava project in Madagascar, and financial results are also pending. So lots to look forward to, and executive chairman Ivan Murphy sits down with Vox to talk us through the highlights

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

00:00 Today’s positive Sept FY’25 trading update alongside yesterday’s 2 impressive contract wins.
06:64 FY’26 outlook & beyond
11:35 Closing remarks

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 27 stock ideas.

00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group
05:25 Is this a bear or bull market for smallcaps?
06:30 Activeops
11:50 1Spatial (also 17:25 & 30:50)
15:05 Getbusy
17:40 Hollywood Bowl
19:10 Sanderson Designs
21:55 Sosander
23:40 AB Dynamics
27:15 Oxford Instruments
31:20 Gamma Communications
34:15 Feedback from call with Tribal management
39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services
42:30 Yougov
45:40 Synectics
48:40 Ge...

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Mosman Oil & Gas has released an internal best estimate for the helium resource at its Coyote Wash project in Colorado. Using a conservative methodology laid down by independent consultants Sproule, Mosman reckons the overall resource at Coyote Wash to be a little over a billion cubic feet of helium. That's big, chief executive Howard McLaughlin tells Vox, and there could still be some upside. Sproule will now come in to come up with a more official number, as Mosman presses on with further development work

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UK Oil & Gas has recently generated significant investor interest in its hydrogen projects, raising £4.5 million and partnering National Gas. The move is part of a transition away from traditional oil & gas assets, as chief executive Stephen Sanderson explains. More strategic partnerships may follow.

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In this week’s Exchange, accomplished UK fund manager Richard Staveley of Rockwood Strategic investment trust, takes me through his latest thoughts on the following:

00:00 Stock picking magic behind Rockwood’s alpha generation
06:50 Filtronic
16:15 Treatt
24:05 Funding Circle
31:20 Vanquis
39:20 Mercia Asset Management
44:35 Trifast
48:15 RM
56:20 Capita
65:50 Kooth
73:40 Closing remarks

#RKW #FTC #TET #FCH #VANQ #MERC #TRI #RM #CPI #KOO

KEFI chairman Harry Anagnostaras-Adams chats to Vox about the implications of the current strength in the gold price, discounting the idea that it's a bubble and arguing instead that a new normal has been created. Central bank buying of gold will continue, he says, and there's a possibility the price could go still higher. Meanwhile, KEFI continues to finalise the financing for its Tulu Kapi gold project in Ethiopia, which is expected to commence production in two years.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 Recent buys & sells. Spectra Systems and Beeks Financials
01:35 & 06:25 Treatt
04:00 Tate & Lyle
08:25 Beeks Financial
16:05 Intercede
20:30 Unite Group
24:10 Grainger
25:40 B&M
30:20 Beauty Tech
34:50 Peel Hunt and Cavendish
35:55 CVS Group
38:05 Advertising agencies – System1 and M&C Saatchi
42:55 Inspiration Healthcare
49:35 AudioBoom
51:40 Ramdens
53:30 Speedy Hire
55:45 Mondi
58:35 Secure Trust Bank and Lloyds
1:00:40 Gooch & Housego
1:03:20 Topps Tiles
1:05:55 Vertu Motors
1:08:40 Angling Direct
1:10:50 Trus...

In this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through:
00:00 Progress on #VRCI’s commercialisation strategy following July’s £6.35m fund raise and Monday’s in line H1’25 results.
11:20 Future Tutivia volumes and #VRCI breakeven sales level
14:50 Update on Thermo Fisher Scientific relationship (re pre-graft Clarava/PTRA test)
19:15 Other products/services and closing remarks

In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 22 stock ideas. 

00:00 Outlook for small/midcap equities.
02:50 Opportunity for gold and strategic metals miners,
04:30 Thor Explorations
06:55 KEFI Gold & Copper
08:55 Gold price
10:15 Guardian Metal Resources
12:10 Beeks Financial
14:45 Eleco
16:50 Concurrent Technologies
19:15 Raspberry Pi
23:35 CML Microsystems
25:25 Gamma Communications
25:50 Windar Photonics
29:10 Intercede
31:35 Churchill China
32:35 Plexus
35:35 Savanna Energy
36:50 Paypoint
39:20 CMC Markets
41:50 AO World
44:45 Supreme
47:35 Zotefoams
50:35 Geigner C...

In this episode, we sit down with the team behind Amazing AI plc to unpack their latest strategic moves — from launching high-yield consumer lending in the US to rolling out a new Crypto Treasury Policy starting with Bitcoin. We discuss the recent loan facility amendment backed by CEO Paul Mathieson, the decision to cancel the WRAP retail offer, and what these changes signal about the company’s future direction.

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

00:00 Key macro takeaways from past fortnight
01:55 JD Sports
03:00 PCI-Pal
07:20 Wise
09:00 Spectra Systems
15:35 Water Intelligence
21:35 Tate & Lyle
26:25 Treatt
30:15 Ixico
33:05 Animalcare
36:20 Mpac
41:00 Xaar
43:25 Avingtrans
47:40 Renew Holdings
50:10 Hercules
51:00 Hvivo
55:15 Venture Life
57:55 Capita
59:50 Facilities by ADF
1:06:25 Paypoint
1:08:40 Card Factory
1:11:40 OntheBeach
1:12:00 Ondine Biomedical

#JD #PCIP #WISE #SPSY #WATR #TATE #TET #IXI #ANCR #MP...

MedPal AI has just acquired a licensed online pharmacy and raised £550k to support its next big move: entering the fast-growing GLP‑1 weight-loss market. With drugs like Ozempic and Mounjaro in high demand — and online prescribing facing tighter regulation — MedPal is combining AI health coaching with compliant, NHS-linked pharmacy fulfilment. CEO Jason Drummond joins Vox Markets to break down the deal, the strategy, and what’s next.

ECR Minerals has announced the acquisition of the Raglan alluvial gold project in Australia, in conjunction with a £650,000 fundraise. ECR's chairman joins us to explain the thinking behind the deal, which should make ECR cash generative next year.

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Following Tuesday’s strong and in line H1’25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly take me through the:

00:00 Recent strategic developments
03:40 Financial highlights
11:30 Future M&A and organic growth opportunities
15:30 New product development
17:05 Q3 trading & May FY26 outlook
20:45 Closing remarks

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Metals One #MET1 has released its interim results in conjunction with news of a board reshuffle in which Dan Maling, one of the progenitors of the major financing the company undertook earlier in the year, becomes managing director. He joins Vox, along with Metals One executive chairman Craig Moulton, to talk us through the implications of the results and the company's wider strategy, now that the portfolio has expanded so significantly.

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Shearwater Group plc #SWG is carving out its place in the booming cybersecurity market. In this introductory interview, their CEO, Phil Higgins explain how their subsidiaries work together, where growth will come from, and why retail investors should be paying attention now.

In this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong H1’25 results and in line guidance.
00:00 Key growth drivers, profit margin expansion and current demand given the impressive Q2 momentum.
07:20 Progress wrt rolling out both the Dallas template, new products/services and customer feedback.
15:50 International expansion, H2 outlook & closing remarks.

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Poolbeg Pharma #POLB CEO Jerremy Skillington discusses the company’s H1 2025 results, a major update on POLB 001, and progress in the high-growth GLP-1 obesity space. A strong pipeline and multiple catalysts make this a story to watch

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Poolbeg Pharma CEO Jeremy Skillington and Liam discuss the execution plan for their upcoming Phase 2a trial of POLB 001, a promising candidate in cancer immunotherapy. They detail the trial design, the selection of clinical partners, and the potential impact of the drug. Jeremy also outlines what investors can expect in the near term as the programme advances.

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Pinnacle Silver and Gold has released its latest set of sample results from exploration at and around its two historic mine sites in Mexico. The results showed high grade silver and gold, and suggested a continuity of mineralisation between the surface and the underground former workings. A new vein is also under investigation nearby, and allowing for permits underground drilling could start fairly soon. Chief executive Bob Archer joins us with the full story

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In this interview, CEO Paul Mathieson outlines Amazing AI’s dual strategy of regulated US consumer lending and international AI-driven credit services, while explaining the company’s updated crypto treasury policy and its plans for growth in emerging markets.

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European Green Transition's #EGT interims show plenty of activity in the first half of 2025, and signposts to plenty more in the coming months. CFO Jack Kelly joins Vox to talk us through the latest on Olserum, and also elaborates on just what the company means when it says it's looking for acquisitions beyond the green economy

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In this positive interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s strong FY’25 results and in line guidance.

00:00 Secular growth drivers and current demand picture
06:45 Orderbook & financial highlights
10:15 Progress with medical division
14:05 Possible M&A and future corporate exits
1530 FY26 outlook and closing remarks

hVIVO CEO Mo Khan discusses the company’s H1 2025 results, the impact of CRO market headwinds, and progress on integrating CRS and Cryostore. He also touches on the strategic value of new Chairman Shaun Chilton and outlines what investors can expect for the rest of the year.

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In this positive interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC  take me through today’s H1’25 results and in line FY’25 guidance.

00:00 Order intake and current demand
07:00 Financial highlights
09:45 US consolidation and integration of acquisitions
13:50 Pension buy-in, FY’25 outlook and net debt
16:20 Closing remarks

Greg Martyr, executive chairman of Capital Metals, joins Vox for an update on progress at the company's Taprobane mineral sands project in Sri Lanka. Capital Metals is nearing a final investment decision for Taprobane, which looks to be a high-margin, low cost project, with plenty of upside. Upcoming results from a substantial drilling campaign should increase the size of the resource substantially.

Fintel CEO Matt Timmins reported strong half-year results with revenues up 19% and EBITDA up 17%. He highlighted growth in recurring SaaS revenues, the streamlined two-division structure, and successful integration of acquisitions.

Howard McLaughlin, interim chief executive of Mosman Oil & Gas, joins Vox for an update, following the release of a new independent consultant's report on its Sagebrush helium project in the USA. Significant helium is confirmed at Sagebrush, as well as substantial showings of natural gas and carbon dioxide. The potential dollar valuation of the project far exceeds the company's current market capitalisation, notwithstanding the recent share price surge.

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#PCIP #SPI #BGO #EYE #PETS #ELCO #BIG #W7L #PZC #SUP #MCB #PGH #ADF #TMG #TEN #BRCK #ELM #JUP

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.

00:00 Key macro takeaways from past 7 days
03:10 PCI-PAL
08:50 Spire Healthcare
11:10 Bango
17:05 Pets at home
20:50 Warpaint
24:25 Eagle Eye
30:40 PZ Cussons
35:15 Big Technologies
39:00 The Mission Group
45:05 Eleco
49:55 Brickability
51:10 Personal Group
55:50 Ten Lifestyle
58:35 McBride
61:10 Elementis
63:50 Facilities of ADF
66:50 S...

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Rome Resources #RMR chief executive Paul Barrett joins Vox to talk about the implications of the latest set of assay results from the Mont Agoma tin project in the Democratic Republic of Congo.

A maiden resource is due by the end of this month, and the consistent high grades the company has been hitting ought to make for good reading inside a formal report, especially as the tin price is so high at the moment

Vox Markets speaks with John Shaw, CEO of Itaconix, on the company’s record half-year results. John outlines the drivers behind growth, progress across Performance Ingredients, SPARX™, and the outlook for profitability

Following today’s strong and in line H1’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the Financial highlights, Current demand picture and industry growth drivers.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 11 stock ideas.

00:00 Recent buys or sells. Eagle Eye & Warpaint
01:30 Warpaint
12:20 Treatt
19:40 Shield Therapeutics
27:55 Trainline
32:20 Gulf Marine Services
38:20 Flowtech Fluidpower
40:30 Usefulness of ‘Bowl’ formations on share charts
44:30 PCI-PAL
50:50 Distribution Finance Capital Holdings
55:40 Lords Group Trading
59:10 Impact of 26th Nov Budget
1:04:20 Carclo
1:06:45 Capita

#EYE #W7L #TET #STX #TRN #GMS #FLO #PCIP #DFCH #LORD #CAR #CPI

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In this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s H1’25 results with LFL sales rising 16% to £5.9m.

00:00 Summary of 1st half performance
04:25 Financial highlights
08:45 Update on new products and overall expansion
14:00 Cashflow & FY’25 outlook
19:30 Closing remarks

In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 14 stock ideas.

00:00 Equity outlook and 
ONWD’s alpha generating investment strategy.
08:00 REACT
10:40 Springfield Properties & UK housing market
17:05 Venture Life
20:45 Celebrus Technologies
26:10 Synectics
31:35 Pebble Beach Systems
38:50 Alumasc
45:10 MPAC
50:55 Angling Direct
58:50 The Mission Group
62:20 Light Science Technologies
1:02:10 Likewise
1:08:50 Favourite stock ideas for next 12 months: LST and AudioBoom