2106: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/watch?v=FspfCg0SJT4) In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas. 00:00 Recent buys & sells 02:25 Begbies Traynor (https://www.voxmarkets.co.uk/listings/LON/BEG/) 05:25 SDI Group (https://www.voxmarkets.co.uk/listings/LON/SDI/) 08:40 SRT Marine (https://...
1hr 16m May 28, 2025
1hr 16m
2105: Q&A with Poolbeg Pharma CEO, Jeremy Skillington
Watch on YouTube (https://www.youtube.com/watch?v=L66J1gwJl2s) Following on from its £4.865 million raise last week, Poolbeg (https://voxmarkets.co.uk/listings/LON/POLB/) #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.
9m May 28, 2025
9m
2104: Q&A with Water Intelligence
Watch on YouTube (https://www.youtube.com/watch?v=PzT8ZD8L9fM&feature=youtu.be) In this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence (https://www.voxmarkets.co.uk/listings/LON/WATR/) #WATR and CEO Will Knell of American Leak Detection take me through last week’s positive & in line Apr'25 YTD trading update. 00:00 Reminder of what the company does, its key USPs, S...
17m May 27, 2025
17m
2103: Mining Matters: Rare earths, with Rainbow's George Bennett
Watch on YouTube (https://www.youtube.com/watch?v=F326NBstuE0&feature=youtu.be) Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling...
55m May 27, 2025
55m
2102: Q&A with Cornish Tin CEO, Sally Norcross-Webb
Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, plans for future exploration and development, a...
11m May 23, 2025
11m
2101: Q&A with Blencowe Resources CEO, Mike Ralston
Watch on YouTube (https://www.youtube.com/watch?v=WrG_8n80wAU) Blencowe Resources (https://voxmarkets.co.uk/listings/LON/BRES/)  #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifi...
8m May 23, 2025
8m
2100: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/live/1ce7W1EYYFo) 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 Renold and M&A targets 05:00 Stelrad 07:25 Future & possible AI impact 12:40 Bloomsbury 17:30 Restore 20:25 Amcomri 22:40 Water Intelligence 25:40 Essentra 29:00 Topps Tiles 30:30 Harbo...
1hr 10m May 22, 2025
1hr 10m
2099: Q&A with IXICO CEO Bram Goorden and CFO Grant Nash
Watch on YouTube (https://www.youtube.com/watch?v=r_rVfRPWBSs&feature=youtu.be) In this interview following today’s positive and in line March H1’25 results, CEO Bram Goorden and CFO Grant Nash of IXICO (https://www.voxmarkets.co.uk/listings/LON/IXI/) #IXI - an AI powered medical imaging analytics firm - take me through: 00:00 What the business does, its key USPs & growth opportunity ahead. 0...
20m May 20, 2025
20m
2099: Mining Matters: Ethiopia and its opportunities, with Harry Anagnostaras-Adams
The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for m...
53m May 20, 2025
53m
2098: The Exchange with Jamie Ward
Watch on YouTube (https://www.youtube.com/live/74bqEP6EFnA)  In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following: 00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’? 02:10 Passive vs active funds 07:05 WISE (https://voxmarkets.co.uk/listings/LON/WISE/) 14:45 Burberry (https://voxmarkets.co....
1hr 7m May 19, 2025
1hr 7m
2097: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/watch?v=sVgCdzmpkXA) 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 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’ 04:00 HAT and M&A activity 06:10 Potential other M&A targets eg Inspiration Healthcare 11:40 Eurocell 15:55 Wi...
1hr 20m May 15, 2025
1hr 20m
2096: Interview with John Wood, CEO of Gelion
What are batteries, how do they work, what are cycles, cycle-lives, and what are the different types of battery? What are the opportunities for investors interested in the battery space, and what will advances in these technologies mean for the future? John Wood is chief executive of Gelion, a company developing sulfur-based battery technologies. He joins us with the answers
59m May 14, 2025
59m
2096: Interview with the Nick Lee of Riverfort Global and Scott Livingstone of S-Ventures PLC
Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-Ventures
5m May 13, 2025
5m
2095: The Exchange with James Taylor of M&G
Watch on YouTube (https://www.youtube.com/watch?v=Arj1dvWCwRk) In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas. 00:00 Outlook for UK small/midcaps and M&A activity 03:45 Avon Protection (https://www.voxmarkets.co.uk/listings/LON/AVON/) 06:35 Senior (https://www.voxmarkets.co.uk/listings/LON/SNR/) 10:20 Vict...
1hr 10m May 12, 2025
1hr 10m
2094: Klaus Eckhof, chairman of Rome Resources
Watch on YouTube (https://www.youtube.com/watch?v=tI5OPvY8wpY) Klaus Eckhof gives us the latest Rome Resources (https://www.voxmarkets.co.uk/listings/LON/RMR/)  #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are ...
8m May 09, 2025
8m
2093: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/live/ZnP54ICud8I) In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. 00:00 (https://www.youtube.com/live/ZnP54ICud8I) Implications of US and UK interest rates decisions 04:45 (https://www.youtube.com/live/ZnP54ICud8I?t=285s) Big Technologies 09:15 (https://www...
1hr 11m May 08, 2025
1hr 11m
2092: Copper, with former mining analyst of the year Sam Spring
Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.
1hr 3m May 07, 2025
1hr 3m
2092: The Exchange with William Tamworth of Artemis
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas: 00:00 Outlook for UK smallcaps 05:15 M&A activity and Corpay’s approach for Alpha International 08:55 Babcock International 11:45 Qinetiq 15:20 Moneysupermarket or MONY 18:30 Telecom Plus 22:15 Moonpig 25:30 Onthebeach 27:25 How important is cashflow yi...
1hr 2m May 06, 2025
1hr 2m
2091: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/watch?v=_eGT-UgQs8c) 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 CMA’s findings wrt UK drug pricing for pets CVS Group (https://www.voxmarkets.co.uk/listings/LON/CVSG/)  & Pets at Home (https://www.voxmarkets.co.uk/listings/LON/PETS/) 07:10 This w...
1hr 13m May 01, 2025
1hr 13m
2090: Q&A with Prospex Energy CEO, Mark Routh
Watch on YouTube (https://www.youtube.com/watch?v=wQFdMyRaNeo) In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and cont...
11m May 01, 2025
11m
2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco (https://voxmarkets.co.uk/listings/LON/ELCO/) – a specialist in Buildtech software developer - kindly take me through: 00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion. 05:30 Financial highlights 10:25 Strategic rationale & integration of Vertical Digi...
22m May 01, 2025
22m
2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams
Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that ...
29m Apr 30, 2025
29m
2087: Focusrite Interview with CEO Tim Carroll and CFO Sally McKone
Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launches
15m Apr 30, 2025
15m
2086: Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins
Watch on YouTube (https://www.youtube.com/watch?v=d4M3BDtOGKM) In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including: 00:00 Mpac’s core markets, USPs and growth drivers 02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24 07:40 Financial highlights 11:20 Q1’25 tradin...
23m Apr 29, 2025
23m
2085: Lithium, with Zinnwald's Anton du Plessis
Watch on YouTube (https://studio.youtube.com/video/MM10GhQUpps/edit) Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, b...
1hr 17m Apr 29, 2025
1hr 17m
2084: The Exchange with James Thorne of Columbia Threadneedle
Watch on YouTube (https://www.youtube.com/live/BgHAtbYWKWY) In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00  Outlook for UK mid/smallcaps 03:45 Chemring (https://www.voxmarkets.co.uk/listings/LON/CHG/) 07:25 Avingtrans (https://www.voxmarkets.co.uk/listings/LON/AVG/) 10:30 Inspecs...
1hr 3m Apr 28, 2025
1hr 3m
2083: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/watch?v=d-1vdqsStJY) In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts stock 21 ideas. 00:00 Argentex (https://www.voxmarkets.co.uk/listings/LON/AGFX/) & how to survive a lightning strike? 11:05 Tracsis (https://www.voxmarkets.co.uk/listings/LON/TRCS/) 14:25 RWS (https://www.vo...
1hr 7m Apr 24, 2025
1hr 7m
2082: Q&A with CEO James Hickman and CFO Judy Happe of Finseta
Watch on YouTube (https://www.youtube.com/watch?v=UNHbadoIKzI&feature=youtu.be) In this interview, CEO James Hickman and CFO Judy Happe of Finseta (https://www.voxmarkets.co.uk/listings/LON/FIN/)  – a specialist payments and foreign exchange platform - takes me through today’s record FY’24 results, strong start to 2025 and long term expansion strategy.
17m Apr 23, 2025
17m
2081: Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter
Watch on YouTube (https://www.youtube.com/watch?v=35Ha0y0t1io) The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter (https://www.voxmarkets.co.uk/listings/LON/GCL/)  see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics,...
56m Apr 22, 2025
56m
2080: Small-cap Investing with Paul Hill and Paul Scott
Happy Easter and hope everyone enjoys this week’s smallcap investing show with UK equity analyst & capital markets commentator Paul Scott, who kindly took me through his latest thoughts on 18 stock ideas. 00:00 Any recent buys or sell? 02:20 Bunzl (https://voxmarkets.co.uk/listings/LON/BNZL/) 08:45 Oxford Instruments (https://voxmarkets.co.uk/listings/LON/OXIG/) 12:30 Cerillion (https://voxmar...
1hr 7m Apr 17, 2025
1hr 7m
2079: Q&A with United Oil and Gas CEO, Brian Larkin
Watch on YouTube (https://youtu.be/PZhLhmWmT9Q) United Oil and Gas (https://voxmarkets.co.uk/listings/LON/UOG/)  has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and...
13m Apr 17, 2025
13m
2078: Q&A with IXICO CEO Bram Goorden
Watch on YouTube (https://www.youtube.com/watch?v=VnsUPutGVsk) In this fascinating interview, CEO Bram Goorden of IXICO (https://www.voxmarkets.co.uk/listings/LON/IXI/)  - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook. Disclosure: I o...
9m Apr 16, 2025
9m
2077: The Exchange with Judith Mackenzie of Downing
In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies. 00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM. 09:30 Cohort 11:20 Avingtrans 15:10 Inspecs 17:40 Flowtech Fluidpower 21:00 Ashtead Technology 23:45 Liquidity in stocks with mrkcaps of...
1hr 11m Apr 14, 2025
1hr 11m
2076: Q&A with European Green Transition's non-executive chairman, Cathal Friel
Serial entrepreneur and founder of European Green Transition Cathal Friel has joined its board as non-executive chairman. He joins us to tell us why, and what's next for the company
59m Apr 14, 2025
59m
2075: Q&A with KEFI's Executive Chairman, Harry Anagnostaras-Adams
KEFI Gold and Copper is on the cusp of initiating construction at the Tulu Kapi gold project in Ethiopia. A few final tweaks are being made to contracting arrangements, but site preparation is already underway, the security setup has been established and work resettling certain members of the local community has begun. The pit at Tulu Kapi was designed using a conservative gold price of US$1,25...
29m Apr 11, 2025
29m
2074: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/live/WnESmGFwabk) In this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas: 00:00 Key learnings from Trump’s trade tariff volatility 07:25 Treatt 18:15 Churchill China 23:00 JD Sports 27:40 Ramsdens 30:40 Gooch & Housego 34:55 Everplay (formerly Team17) 37:25 THG (ie The...
1hr 19m Apr 10, 2025
1hr 19m
2073: Q&A with hVIVO CEO, Mo Khan
Watch on YouTube (https://www.youtube.com/watch?v=mfxiA-vJs10&feature=youtu.be) In a recent interview with Vox Markets, Mo Khan, CEO of hVIVO (https://www.voxmarkets.co.uk/listings/LON/HVO/) #HVO, discussed the company's record-breaking performance in 2024 and its strategic outlook for 2025.
15m Apr 10, 2025
15m
2072: Amanda van Dyke: Critical Metals and the state of mining
Watch on YouTube (https://www.youtube.com/watch?v=ZNmj7MAuPbU) What actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and ...
1hr 24m Apr 08, 2025
1hr 24m
2071: Q&A with Prospex Energy CEO, Mark Routh
​In an interview with Vox Markets, Prospex Energy (https://voxmarkets.co.uk/listings/LON/PXEN/)  #PXEN CEO Mark Routh discussed the company's recent operational developments.
10m Apr 08, 2025
10m
2070: Exchange with John Rosier
Watch on YouTube (https://youtube.com/live/TxIaYd0xaUc) In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including: 00:00 What type of stocks John prefers. 02:50 Bonkers stocks - Polar Capital (https://www.voxmarkets.co.uk/listings/LON/POLR...
1hr 15m Apr 07, 2025
1hr 15m
2069: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/live/H5PmdK2psNQ) In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 18 ideas on the following: 00:00 Impact of Trump’s tariffs on the markets 06:20 FANG/Mag7 stocks & Q1’25 portfolio performance 11:20 Argentex 18:40 Zotefoams 21:00 Could paradoxically tariffs provide a mini boos...
1hr 19m Apr 03, 2025
1hr 19m
2068: Q&A with Poolbeg CEO Jeremy Skillington
Watch on YouTube (https://www.youtube.com/watch?v=oIHJRk7kTUM&feature=youtu.be) Vox Markets caught up with Poolbeg Pharma #POLB CEO Jeremy Skillington at the Master Investor Show, where he discussed the company's exciting progress in 2024. Jeremy highlighted strong investor engagement and shared updates on Poolbeg’s two lead programmes.
5m Apr 03, 2025
5m
2067: Mining Matters: Shaun Day from Greatland Gold
Watch on YouTube (https://www.youtube.com/watch?v=srxXTuYHwIQ&feature=youtu.be) Shares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, mean...
38m Apr 02, 2025
38m
2066: Q&A with European Green Transition CFO, Jack Kelly
Watch on YouTube (https://www.youtube.com/watch?v=VYQYDz2IsJU&feature=youtu.be) In an interview with Vox Markets at the Master Investor Show, Jack Kelly, CFO of European Green Transition, discussed the Olserum Rare Earths project and EGT’s strategy to monetise mining assets while acquiring revenue-generating green economy businesses.
5m Apr 01, 2025
5m
2065: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/live/ED66hv7HDvI) In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 17 ideas on the following: 00:00 Close Brothers – NEW Purchase 03:10 Big Technologies – NEW Purchase 12:45 Plexus Holdings 17:20 Yougov 20:00 SIG 24:10 Advanced Medical Solutions 28:05 Eagle Eye 33:45 Centaur Me...
1hr 15m Mar 20, 2025
1hr 15m
2064: Randy Smallwood of Wheaton Precious Metals: Streaming, what is it, and why's it so lucrative?
Watch on YouTube (https://www.youtube.com/watch?v=seJFRX76-0I&feature=youtu.be) Wheaton Precious Metals #WPM is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of...
48m Mar 20, 2025
48m
2063: Q&A with Cornish Tin CEO Sally Norcross-Webb and Chairman Clive Newall
Watch on YouTube (https://www.youtube.com/watch?v=TUObBI3wZfU) Clive Newall and Sally Norcross-Webb of Cornish Tin (https://www.voxmarkets.co.uk/company/cornish-tin-limited/) join us to discuss the latest developments in relation to the company's Tregonning lithium project, which has recently doubled in size, as well as updating on the latest fundraising and upcoming tin and lithium drilling c...
10m Mar 19, 2025
10m
2062: The Exchange with Alexandra Jackson of Rathbones
Watch on YouTube (https://www.youtube.com/watch?v=P6400QtSXyg) In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including: 00:00 Equity outlook 03:50 Chemring (https://www.voxmarkets.co.uk/listings/LON/CHG/) 10:10 Treatt (https://www.voxmarkets.co.uk/listings/LON/TET/) 14:40 Fever...
1hr 21m Mar 17, 2025
1hr 21m
2061: Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube (https://www.youtube.com/live/1Jgrngpcz4E) In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks. 00:00 Market volatility 04:25 REIT opportunities - Life sciences (https://www.voxmarkets.co.uk/listings/LON/LABS/) , CLS Holdings (https://www.voxmarkets.co.uk/listings/LON/CLI/) and  Safestore (ht...
1hr 12m Mar 14, 2025
1hr 12m
2060: Q&A with Richmond Hill Chairman, Hamish Harris
Watch on YouTube (https://www.youtube.com/watch?v=cE37Gae9TuA) Richmond Hill (https://voxmarkets.co.uk/listings/PLU/SHNJ/)  has just signed a letter of intent to acquire a significant swathe of exploration licences in Quebec. The licences are thought to be prospective for copper, gold and antimony, amongst other metals. Hamish Harris joins to tell us about Richmond Hill's transition away from ...
6m Mar 14, 2025
6m