1907: Interview with joint CEO Matt Timmins of Fintel
In this upbeat interview, joint CEO Matt Timmins of Fintel takes me through the strategic rationale behind this week's £14.6m acquisition of threesixty, how the deal fits into the wider group, and where the business hopes to be in 5 years' time.
18m Jul 05, 2024
18m
1907: The Exchange with Iain Staples
On this morning’s Exchange, I was delighted again to speak to accomplished investor & ex fund manager Iain Staples – including: 00:00 Investment approach & how his portfolio has fared. 03:55 @equals__money (https://x.com/equals__money) 08:25 @Chemring_Group (https://x.com/Chemring_Group) , Cohort & defence 12:10 @DiageoGB (https://x.com/DiageoGB) 15:30 @CMCMarkets (https://x.com/CMCMarkets) 18...
1hr Jul 05, 2024
1hr
1907: Interview with IntelliAM AI - “It's a multibillion-pound industry that we're focusing on”
Vox Markets speaks to Tom Clayton and Daud Khan, CEO and CFO of newly Aquis floated IntelliAM AI, about the huge opportunity delivering innovative machine learning solutions for the FMCG manufacturing industry. In this interview, Vox Markets speaks with Tom Clayton and Daud Khan, respectively CEO and CFO of newly Aquis-listed IntelliAM AI, which develops machine learning technologies for the m...
15m Jul 03, 2024
15m
1907: Q&A with fund manager Richard Staveley of Harwood Capital
In this masterclass of smallcap investing, I was delighted again to speak to accomplished fund manager Richard Staveley of Harwood Capital – including: 00:00 His investment approach & how the Rockwood Strategic portfolio has fared. 03:51 Capita 10:22 Filtronic 17:32 Trifast 23:01 Pressure Technologies 29:46 RM 36:28 Funding Circle 42:13 Argentex 50:14 Hostmore 58:57 Young & Co.'s Brewery #RKW...
1hr 2m Jul 03, 2024
1hr 2m
1908: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
Watch on YouTube (https://www.youtube.com/watch?v=Q7mPdFHR_b8) In this interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme take me through today's record March FY24 results, positive start to the new year and attractive long term vision for the group.
13m Jul 02, 2024
13m
1907: Interview with Dr Zac Phillips of OAK Securities
OAK Securities has set a price target of 93p for shares in Helix Exploration, based in large part on the accretive value of the new helium acquisition, Rudyard. We spoke to Oak's Dr Zac Phillips about why he set a valuation on Rudyard of US$85m, about what the opportunities in helium in general are, and about the key value drivers that investors should be looking out for.
6m Jun 27, 2024
6m
1907: Interview with CEO Sandy Chadha of Supreme
In this terrific interview, CEO Sandy Chadha of Supreme takes me through the strategic logic behind today's exciting £15m acquisition of soft drinks manufacturer Clearly Drinks.
9m Jun 24, 2024
9m
1907: Interview with Klaus Eckhof from Rome Resources
Klaus Eckhof of Rome Resources joins us as the DRC-focused tin company readies itself for its Aim listing. Ahead of the planned reversal into Pathfinder Resources, due to complete in a matter of weeks, Oak Securities has agreed to provide £100,000 in immediate funding to allow work on the ground to get underway immediately. Overall, Oak says it has expressions of interest for a total raise of a...
6m Jun 20, 2024
6m
1906: Fund manager interview with Laurence Hulse of Dowgate
In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Dowgate – including: 00:00 His investment approach & how the portfolio has fared. 04:45 Possible impact of the UK general election 06:33 Transense Technologies 10:42  MPAC 15:42 Windward 22:41 Team17 26:35 CT Automotive 30:47 Springfield properties 35:22 Speedy Hire 37:46 Aquis Exchange...
1hr 9m Jun 20, 2024
1hr 9m
1906: The Exchange with Paul Hill and Leon Boros
On today's Exchange, I was delighted to speak to accomplished investor Leon Boros (https://www.linkedin.com/in/leon-boros-16a229b/) – including: 00:00 His long term portfolio returns. 01:25 Possible market impact of the UK general election. 04:20 Journeo plc (https://www.linkedin.com/company/journeo/) 07:20 Hargreaves Lansdown (https://www.linkedin.com/company/hargreaves-lansdown/) 13:45 AJ Be...
1hr 12m Jun 17, 2024
1hr 12m
1905: NetScientific results Q&A with CEO Dr. Ilian Iliev
Vox Markets talks to Dr Ilian Iliev, CEO of deep tech and life sciences investor NetScientific, about a milestone year for the group which saw it break through the £100m AUM barrier.
18m Jun 13, 2024
18m
1904: The Exchange with Alexandra Jackson of Rathbones
Live today on Vox Markets, I was delighted again to speak to accomplished fund manager Alexandra Jackson of Rathbones Group Plc – including: 00:00 Her investment style & how returns have fared YTD’24. 05:05 Keywords Studios 06:50 Team17 Digital 10:10 Possible market impact of the UK general election 13:10 Volution Group plc 16:15 Treatt 21:00 Boku 24:50 Fever-Tree 30:30 SSP Group plc 33:05 FDM...
1hr 15m Jun 10, 2024
1hr 15m
1903: IPO Q&A with Fairview International: “The best quality education really needs to be for everyone”
Watch on YouTube (https://www.youtube.com/watch?v=3Ix-iyXO50s&embeds_referring_euri=https%3A%2F%2Fvoxmarkets.co.uk%2F&embeds_referring_origin=https%3A%2F%2Fvoxmarkets.co.uk&source_ve_path=MjM4NTE&feature=emb_title) New London IPO Fairview International aims to transform private education through affordable, high-quality learning experiences, backed by cutting-edge research and a strong commitm...
23m Jun 10, 2024
23m
1902: The Exchange with Richard Crow & Paul Hill
Live on today's Vox Markets Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:00 His investment approach & YTD’24 returns 07:10 Possible market impact of the UK general election 13:50 CMC Markets 20:20 Funding Circle UK 28:25 TP ICAP 32:05 Liontrust Asset Management PLC 34:15 Reliability of a ‘Bowl’ chart ...
1hr 41m Jun 07, 2024
1hr 41m
1901: Q&A with European Green Transition CEO, Aiden Lavelle
Aiden Lavelle joins to talk us through the latest news from the Olserum project in Scandinavia, and in particular the implications of the increased strike length and newly discovered structure there. He also talks about what it means for the upcoming drill programme, and how potential partners might be looking at the project now, in the light of the recent developments.
5m Jun 05, 2024
5m
1900: Rome Resources Explores High-Grade Tin Opportunities in the DRC
Grade is king and Rome Resources has got some of the best tin grades found anywhere in the world at its suite of assets in the Democratic Republic of Congo. Klaus Eckhoff, who's an old hand working in the DRC, joins us now to tell us about the opportunity on offer, as Rome joins Aim via a reverse takeover of the Pathfinder Resources (https://www.voxmarkets.co.uk/listings/LON/PFP/)  shell.
7m Jun 03, 2024
7m
1899: Hvivo Q&A: “this contract is important as it opens up new markets”
Watch on YouTube (https://www.youtube.com/watch?v=cOeBVAdAaDc) Vox Markets speaks to Mo Khan, CEO of clinical research specialist Hvivo, about a new $2.5 million contract for an Omicron variant study to determine the virus dose needed to infect vaccinated individuals. This study will facilitate future human challenge trials to test vaccines and antivirals, with significant developments expecte...
10m Jun 03, 2024
10m
1898: Growth Company Investor is back!
Vox Markets is now the proud new owner of esteemed small cap investing magazine Growth Company Investor, with Vox's Head of Content and former IC editor John Hughman and former GCI editor David Thornton providing regular ideas on underresearched companies. In this preview podcast, John and David discuss their investment philosphies and what to expect when GCI is relaunched next week.
25m May 31, 2024
25m
1897: Is Tesla a Fraud? The Case Against Elon Musk
Tesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary an...
31m May 31, 2024
31m
1896: Prospex Energy’s Mark Routh: “There has been a sea change in the environment for developing hydrocarbons in Italy”
Vox Markets speaks to Mark Routh, CEO of gas producer and explorer, about how regulatory changes improving Italy’s energy security will accelerate the development of its Selva Malvezzi gas concession and deliver significant production growth from an already strong base.
11m May 31, 2024
11m
1895: Q&A with Mark Thompson, The King of Tin
Watch it on YouTube (https://www.youtube.com/watch?v=Dhs1iskf0dg&feature=youtu.be) Mark Thompson, known on Twitter - or X - as the "King of Tin" joins Vox to tell us why we're at a unique inflexion point in the market, one that represents a once (or twice) in a lifetime opportunity. Mark explains why he's bullish on the prices of all sorts of commodities, including tin, copper and uranium.
43m May 30, 2024
43m
1894: Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Atlantic Lithium’s #ALL Neil Herbert joins us to discuss the latest exploration news from the company, and comments on the recent listing on the Ghanaian stock exchange. Also discussed, the timetable of likely events through this year and into next, as Ewoyaa moves ever closer to production.
8m May 30, 2024
8m
1893: Q&A with Steve Kesler, Executive Chairman and Interim CEO of CleanTech Lithium
CleanTech Lithium #CTL inaugurated operations at its direct lithium extraction plant in Chile last Thursday, in a ceremony attended by several notable dignitaries from local communities and relevant government departments. Steve Kesler joins us to describe how the day went, and also to provide a general update on the latest developments with the project itself
15m May 29, 2024
15m
1892: Q&A with Time to Act PLC: “We're innovating in the renewable energy supply chain”
Watch on YouTube (https://www.youtube.com/watch?v=peYLGChimEo&feature=youtu.be) Chris Hemingway, executive chairman of Time to Act PLC (TTA), recently joined Vox Markets to discuss the company's journey and unique proposition in the energy sector. Time to Act, newly listed on Aquis, is an engineering-led group focused on the energy transition supply chain, distinct from private equity or ventu...
16m May 29, 2024
16m
1888: Q&A with CEO Jonathan Owen from Metals One
Vox Markets speaks to Metals One (MET1) CEO Jonathan Owen, about the latest updates from the Black Schist polymetals Project in Finland.
9m May 23, 2024
9m
1882: Crossword Cybersecurity Q&A: "We're moving up the value chain"
Vox Markets speaks to Crossword Cyberscurity's group managing director and CEO designate Stuart Jubb, about the rationale for the company's orderly management reshuffle, and the reputation that the company is building as a go-to partner for companies looking to manage increasingly potent cybersecurity risks.
21m May 23, 2024
21m
1882: Q&A with European Green Transition Co-Founder, Cathal Friel
European Green Transition has struck a new deal this morning, highlighting that it’s not only mining - or even primarily mining - that the company is about. This time, the transaction relates to peat in Ireland, and the carbon credits involved could well generate the company significant income in the near-term. Cathal Friel, one of European Green Transitions founders and a major investor, joins...
8m May 23, 2024
8m
1891: Q&A with Oncimmune CEO, Martin Gouldstone
In this interview, CEO Martin Gouldstone of Oncimmune #ONC - a leading life sciences firm offering autoantibody profiling services to the Biopharma & CROs industries – takes me through : 00:00 What the company does and the future growth in precision medicine 07:20 New application area in human longevity/ageing 10:25 Current client demand 12:00 Update on ONC’s commercialisation/turnaround strat...
19m May 22, 2024
19m
1890: Reasons to be cheerful- the UK is not so bad
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Brit...
26m May 22, 2024
26m
1889: B90 Holdings Q&A: "We are focusing very hard on the massive opportunity the 2024 sports calendar offers us"
Vox Markets speaks to Ronny Breivik, executive chairman of B2B gaming platform provider B90, about how new marketing deals signed by key affiliate partner Oddsen.nu (http://oddsen.nu/) lay a solid foundation for significant global expansion ahead of a busy year on the sporting calendar.
6m May 21, 2024
6m
1888: Rogue Baron Q&A: "We stick to areas where we think we've got a competitive advantage"
Vox Markets speaks to Hamish Harris, executive director of Aquis-listed spirits investor Rogue Baron, about the valuation potential indicated by recent third-party investment into its Shinju Japanese whisky subsidiary, why George Clooney means good news for its tequila assets, and how its strategy to focus on the ultra-premium spirits category could deliver major upside for investors.
10m May 20, 2024
10m
1882: Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management
On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including: 00:00 His approach to investing & YTD performance 02:40 Why no exposure ...
1hr 21m May 20, 2024
1hr 21m
1887: The Exchange with Neil Shah
On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including: 00:00 His approach to investing & YTD performance 07:30 Burberry (https://www.voxmarkets.co.uk/listings/LON/BRBY/) 12:45 AO World (https://www.voxmarkets.co.uk/listings/LON/AO./) 19:45 YouGov (https://www.voxmarkets.co.uk/listings/LON/YOU/) 23:20 Mpac Group  (https://www.voxm...
1hr 18m May 17, 2024
1hr 18m
1886: Q&A with B90 Holdings: "we have built a platform that can be scaled"
Watch it on YouTube (https://www.youtube.com/watch?v=hP00FBl5hZc&feature=youtu.be) Vox Markets speaks to Ronny Breivik, executive chairman of gaming technology specialist B90 Holdings, about a transformative year for the company which has seen it complete a strategic transition to a profitable B2B service provider.
8m May 16, 2024
8m
1885: Q&A with European Green Transition CEO, Aiden Lavelle
Watch on YouTube (https://www.youtube.com/watch?v=SuVtRsSJr6w) European Green Transition (https://www.voxmarkets.co.uk/listings/LON/EGT/)  #EGT put out an attractive set of sampling results from its Olserum rare earths project in Sweden. Aiden Lavelle talks us through the results themselves, the implications and the next steps, including plans for an upcoming drilling programme and ways of mon...
3m May 15, 2024
3m
1884: Q&A with MPAC CEO Adam Holland
In this interview, CEO Adam Holland of MPAC (https://www.voxmarkets.co.uk/listings/LON/MPAC/) takes Vox through today’s ‘in line’ trading update, current demand picture & longer term strategic opportunity for this specialist high speed packaging & automation solutions group.
16m May 15, 2024
16m
1883: Q&A with Lords Group Trading CEO, Shanker Patel & CFO Chris Day
Watch on YouTube (https://www.youtube.com/watch?v=szTjVBF8X3k) Following today’s ‘in line’ FY’23 results, CEO Shanker Patel & CFO Chris Day of Lords Group Trading (https://www.voxmarkets.co.uk/listings/LON/LORD/)  (LORD ) - a specialist UK builders merchant & heating/plumbing products distributor – take me through: 00:00 State of the market & Lord’s key USPs. 07:15 Financial highlights & key ...
28m May 15, 2024
28m
1882: Interview with Steve Kesler, Chairman of CleanTech Lithium
CleanTech Lithium is leading the way when it comes to the Direct Lithium Extraction process, and here, following an announcement that caused the shares to jump significantly, chairman Steve Kesler talks us through what it all means, as well as commenting on the lithium price and the company’s future plans.
11m May 14, 2024
11m
1881: NetScientific Q&A: "we're right in the middle of the action of venture capital"
Watch on YouTube (https://www.youtube.com/watch?v=6IqUrxEFql4&feature=youtu.be) Vox Markets speaks to Dr Ilian Iliev, CEO of deep tech investor NetScientific, about the transformational acquisition of Martlet Capital, a deal which doubles its assets under management and deepens its connections into Cambridge's world-leading innovation hotspot, Silicon Fen.
12m May 14, 2024
12m
1880: Sceptred Isle: Are English Local Elections an Extinction Level Event for Tories?
England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment a...
25m May 10, 2024
25m
1879: The Exchange with John Hughman
On today's live Exchange show, I was delighted to speak to accomplished investor John Hughman of Vox Markets – including: 00:00 His approach to investing & YTD performance 04:45 New Vox Markets stock picking service 05:45 XP Factory 09:15 Loungers 15:50 Future Plc 21:00 Journeo 25:40 Argentex Group 28:15 Cornerstone FS 30:40 Assessing the quality of management 35:15 Crossword Cybersecurity 39:...
1hr 20m May 10, 2024
1hr 20m
1878: Light Science Technologies Results Q&A: “We’ve had a record-breaking year”
Watch on YouTube (https://www.youtube.com/watch?v=Vlp79ttPw1I) Vox Markets speaks to Simon Deacon, CEO of Light Science Technologies (https://www.voxmarkets.co.uk/listings/LON/LST/) #LST, about a year which has seen rapid revenue growth and judicious cost management move the controlled environment agriculture and passive fire protection specialist move close to self-financing growth as it eyes...
11m May 08, 2024
11m
1877: Q&A with Cornerstone FS CEO James Hickman & CFO Judy Happe
In this interview, CEO James Hickman and CFO Judy Happe of Cornerstone FS (https://voxmarkets.co.uk/listings/LON/CSFS/) #CSFS (soon to be renamed as Finseta) take me through today's excellent FY23 results - reporting adjusted EBITDA of £1.7m on sales up 100% LFL to £9.6m. Including 00:00 What the company does and its key growth drivers 06:15 Financial highlights 12:00 Commercialisation strateg...
25m May 08, 2024
25m
1876: Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Atlantic Lithium Limited (ALL) has secured approval to list its shares on the Ghana Stock Exchange (GSE), becoming the first near-term lithium producer with an in-country asset to do so. The flagship project, Ewoyaa, received a Mining Lease in October 2023 and attracted investment from Ghana's mineral sovereign wealth fund (MIIF) in January 2024. A GSE listing offers Ghanaians the chance to inv...
7m May 03, 2024
7m
1875: Episode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter?
Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have? https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential res...
22m May 01, 2024
22m
1874: Good Life Plus Q&A: "the bigger our community becomes the better the partners"
Charlie Chadd, CEO of lifestyle company Good Life Plus #GDLF explains how it achieved a near 50% jump in subscribers in the first four months of 2024, and how that customer growth is helping attract some of the UK's leading brands as partners and powering a virtuous circle of growth.
6m Apr 30, 2024
6m
1871: Q&A with Russell Fryer of Critical Metals
Russell Fryer of Critical Metals #CRTM talks to Vox’s Alastair Ford about the latest developments on the ground at the company’s Molulu copper project in the Democratic Republic of Congo. The road that connects the project to major infrastructure is now undergoing an overhaul, and the company is also enhancing its ESG activities in the region, following the construction of a school and other lo...
19m Apr 30, 2024
19m
1873: Q&A with Fadel Partners CEO Tarek Fadel & CFO Ian Flaherty
In this interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners (https://www.voxmarkets.co.uk/listings/LON/FADL/) #FADL - take me through today's positive FY23 results (Sales up 10% LFL to $14.5m), 31% jump in ARR ($11.4m) & outlook. 00:00 What the company does, its key growth drivers & current demand 09:55 Financial highlights 15:25 Commercialisation strategy 24:15 Indicative FY’24 ...
29m Apr 30, 2024
29m
1872: Poolbeg Pharma FY Results:“ we’ve selected our development processes to be very cost efficient”
Jeremy Skillington, CEO of Poolbeg Pharma (https://www.voxmarkets.co.uk/listings/LON/POLB/) (POLB) talks Vox Markets through a landmark year that has seen the innovative biopharma company make huge strides progressing its treatments, opening up new markets, and strengthening its team - all whilst retaining its strong balance sheet thanks to disciplined capital allocation.
16m Apr 30, 2024
16m
1871: Q&A with Supreme CEO, Sandy Chadha
Watch on YouTube (https://www.youtube.com/watch?v=WSeB7jWmtTA&embeds_referring_euri=https%3A%2F%2Fwww.voxmarkets.co.uk%2F&embeds_referring_origin=https%3A%2F%2Fwww.voxmarkets.co.uk&source_ve_path=MjM4NTE&feature=emb_title) After last week's positive yearend trading update (re FY24 EBITDA almost doubling to £38m on sales up 44% to £225m) - CEO Sandy Chadha of FMCG products group Supreme (https:...
10m Apr 29, 2024
10m