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by Vox Markets Podcast
Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
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Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Recent buys: Bango & Brave Bison 06:50 IG group14:25 Personal group17:50 Vesuvius23:40 Checkit27:05 Tribal31:25 RM Group37:00 Saga42:55 Avation47:35 MS International49:20 Springfield Properties54:50 Tortilla Mexican1:01:10 NIOX1:03:35 Capita1:08:00 M&C Saatchi1:11:05 Card Factory1:15:00 TT Electronics#BGO #BBSN #PGH #VSVS #CKT #TRB #RM. #SAGA #AVAP #MSI #SPR #MEX #NIOX #CPI #SAA #CARD #TTG
Watch on YoutubeThere's money around in the mining sector again, not least from the arrival of the world's governments on the scene, and the appetite for deals and opportunities is as big as its ever been. Not surprising then, that this year London's biggest mining conference, Resourcing Tomorrow, looks set to be better than ever. Almost all the booths are sold, and the organisers are now considering how they can expand the floorspace to fit more people in. Nick Rastall, Portfolio Director of Resourcing Tomorrow, joins Vox to tell us what we can expect this yearResourcing Tomorrow is where the world's mining leaders meet, bringing together 2,300+ attendees from 85+ countries and 180+ mining companies in London from 1–3 December 2026. Use code VOX15 to save on your Delegate Pass and secure your place: https://hubs.ly/Q04n65090
Watch on YouTube1947 Oil & Gas listed on Aim this week, bringing with it its new portfolio of Gulf of America production assets. The plan is to work these new assets more efficiently, and to use the resulting cashflow to fund acquisitions in the US oil space, with a particular focus off-shore and near onshore. Founder and Co-President Ivan Murphy joins Vox to tell us more
Watch on YouTubeIn this upbeat interview, CEO Steve McQuillan, COO Austin Adams & CFO Stephen King of Avingtrans take me through today’s strong and better than expected FY’26 results – including:00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion06:20 Over subscribed £21m placing12:00 Financial highlights16:00 Update on possible exits19:10 Medical division (re Adaptix, Magnetica and Scientific Magnets)26:15 FY27 outlook and closing remarks
Poolbeg chief executive Jeremy Skillington joins Vox to talk through the company's latest set of interim results. The company is looking very well positioned following a £3.5 million raise that takes its "runway" out to 2028, and in the wake of much positive progress involving its key product, POLB001
Watch on YoutubeCadence Minerals has begun hot commissioning of its Azteca plant in Brazil. The plant is located on the company's wider Amapa iron ore project, and the potential cash flow from the processing of stockpiled material and tailings through the plant is earmarked to fund a DFS on wider development. The plant is still awaiting an operating licence, but now that hot commissioning is underway that ought not to be far away. Cadence's chief executive Kiran Morzaria joins Vox to tell us more.
Watch on YouTube In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 17 stock ideas.00:00 Equity outlook02:45 Stelrad05:35 Mortgage Advice Bureau08:10 BRCK / Brickability11:30 Greatland Resources19:30 Alfa Financial23:35 Cerillion27:35 Netcall31:25 Boku35:30 Tracsis39:00 Restore41:00 Serica and UK energy policy48:55 Hunting53:45 Renew Holdings56:15 Big Technologies61:50 Fintel65:00 Yu Group72:05 Favourite stock ideas for next 12-18 months72:50 Telecom PlusInvestment Terms Crib Sheet: https://www.voxmarkets.com/media/6ab11346e0e7df2dda1ac146#SRAD #MAB1 #BRCK #GGP #ALFA #CER #NET #BOKU #TRCS #RST #SQZ #HTG #RNWH #BIG #FNTL #YU #TEP
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.00:00 US of AI in investment02:15 MONY05:15 Future group08:10 Pollen Street12:40 Mercia Asset Management17:05 Ashtead Technology22:45 Harworth25:50 Raspberry Pi31:45 Kooth39:20 Warpaint Cosmetics43:00 Craneware50:25 XP Factory54:45 Frasers58:45 JD Sports1:01:00 Kingfisher1:05:25 Seeing Machines1:09:40 Aurrigo1:13:50 Fonix1:18:15 Luceco1:21:25 ASOS1:25:40 VistryInvestment Terms Crib Sheet:https://www.voxmarkets.com/media/6ab11346e0e7df2dda1ac146#MONY #FUTR #POLN #MERC #AT. #HWG #RPI #KOO #WL7 #CRW #XPF #FRAS #JD #KGF #SEE #AURR #FNX #LUCE #ASC #VTY
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