1870: US private equity swoops for Darktrace! All the latest updates from big-caps and small-caps at Taking Stock
Watch on YouTube (https://www.youtube.com/watch?v=w7oe_Gt_Cvc) In today's edition of the show we look at some big-caps with interesting announcements (Anglo American, Sainsbury and Carnival) plus our usual trip through small-cap news including the likes of Record, Loungers and Brickability.
48m Apr 26, 2024
48m
1869: The Exchange with Graham Neary
#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed: 00:00 His investment approach & portfolio performance YTD’24 05:15 Distinguishing between value plays and value traps. 10:10 Jupiter Fund Management 15:50 AJ Bell 19:30 Premier Miton 24:05...
1hr 19m Apr 26, 2024
1hr 19m
1868: Exciting early-stage companies - which are most promising? Thursday's updates from Taking Stock
In today's edition of Taking Stock we look at a few early-stage companies: Checkit and Skillcast. But we also review Focusrite, Vianet and several more! 1:25 #TUNE 10:10 #IBST 15:05 #EAH 18:40 #VNET 24:25 #CKT 32:40 #SKL 43:00 #TRI 47:20 #DEST 48:25 #ARB
52m Apr 25, 2024
52m
1866: Macro Matters: Why the UK could be past the point of maximum pessimism
In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK 1:46 Why recent negative commentary about the UK ...
22m Apr 25, 2024
22m
1867: Focusrite Q&A: “The number of people using our products continues to grow”
Watch on YouTube (https://www.youtube.com/watch?v=8Ys8qAkNAMI) In this interview, Vox Markets speaks to Tim Carrol and Sally McKone, CEO and CFO of Focusrite, about how they’ve steered the music technology group through a tough year which has seen them gain market share in the face of industry-wide supply chain challenges.
14m Apr 25, 2024
14m
1865: Private Investor’s Diary: building a ‘sleep soundly’ portfolio
Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago. 0:36 How overexposure to commodities hit performance in 2023 4:21 The improving performance since October, and si...
32m Apr 25, 2024
32m
1864: Gold vs Bitcoin: what’s better?
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. Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really...
29m Apr 25, 2024
29m
1863: Q&A with Atlantic Lithium Finance Director, Amanda Harsas
In a discussion with Alastair Ford, Finance Director Amanda Harsas provides insights into Atlantic Lithium's consistent advancement at its primary Ewoyaa lithium project in Ghana, highlighting community backing, exploration strides, and strategic corporate actions aimed at accelerating project advancement and securing financial backing.
11m Apr 25, 2024
11m
1862: Spectacular Filtronic announcement, and perfect execution by Warpaint London! Wednesday's edition of Taking Stock
In today's edition of Taking Stock we have plenty of news to cover including several positive company-specific announcements to explore. The positivity is dampened only by slight concern in the tourism (JET2 (https://www.voxmarkets.co.uk/listings/LON/JET2/) ) and construction (BREE (https://www.voxmarkets.co.uk/listings/LON/BREE/) ) sectors.
48m Apr 24, 2024
48m
1861: Crossword Cybersecurity Q&A: “every single company will need to think about the security implications of AI”
Vox Markets speaks to Tom Ilube and Stuart Jubb, CEO and group MD of fast-growing cybersecurity company Crossword (CCS), about how a transition towards recurring software sales, effective cross-selling, prudent international expansion, along with tight cost management is set to deliver profitability in 2024 as the threat from generative AI-driven cybercrime offers new avenues of growth.
19m Apr 23, 2024
19m
1860: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco (https://www.voxmarkets.co.uk/listings/LON/ELCO/) #ELCO take Vox Markets through highlights from today's positive 2023 results & SaaS transition. What this leading Buildtech software developer does, its main USPs and the current health of the market. Highlights from today's positive 2023 results & SaaS transition. New produ...
23m Apr 23, 2024
23m
1859: Yet another takeover! All the latest market updates in Monday's Taking Stock.
In today's edition we look at Tyman as yet another company potentially bows out with a takeover offer. In addition to this we look at promising updates from Journeo, Brave Bison and Cerillion. 1:35 #TYMN 8:25 #JNEO 10:35 #BBSN 15:20 #BGEO 17:20 #MCG 26:35 #CHLL 29:40 #MTEC 35:20 #CER 40:00 #GST
46m Apr 22, 2024
46m
1858: The Exchange with Iain Staples (re experienced ex fund manager).
On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Iain Staples, where we discussed: 00:00 Iain’s investment approach & portfolio performance YTD’24. 02:00 Equals 07:45 Redde Northgate 10:45 Tekmar Group 16:05 Keller 21:40 CMC Markets 25:20 Hargreaves Lansdown 29:45 Spectra Systems 35:20 Big Technologies 41:45 Babcock International 47:25 Eleco 49:4...
1hr 12m Apr 19, 2024
1hr 12m
1857: Can 888 pull through? Plus Zotefoams, Fonix and all the rest of Friday's news at Taking Stock
Watch on YouTube (https://www.youtube.com/watch?v=NKbdN1RjMOc) In today's episode of Taking Stock we look at the Q1 trading update from 888 and other news releases that came out this Friday morning including Man Group, Mears, Fonix Mobile and Zotefoams. 2:05 #888 11:50 #EMG 17:20 #MER and discussion of buybacks 22:25 #FNX 26:20 #ZTF 29:15 #VLG and discussion of leverage multiples/EBITDA 37:40...
45m Apr 19, 2024
45m
1856: Q&A with Vietnam Holding’s Craig Martin: “Our outperformance is strong”
Watch on YouTube (https://www.youtube.com/watch?v=8IQ9N1FFIBI) Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies. 0:37 Why the Vietnamese index has enjoyed such a strong start to 2024 1:35 Why recent index we...
16m Apr 18, 2024
16m
1854: Episode 13: Is China the next Japan?
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. Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process o...
26m Apr 17, 2024
26m
1855: Results from ASOS, and Equals gets another extension! All the latest news from Taking Stock
Watch the Live show on YouTube (https://www.youtube.com/watch?v=IhLbOd3Vn1I) In today's edition of Taking Stock we look at results from a variety of companies including ASOS, Winkworth and Saga, plus a range of other trading updates. Equals also received an extension to its timetable for ongoing takeover talks. 1:35 #EQLS 4:25 #ATG 6:45 #PRV 8:15 #MORE 12:45 #ARS 13:45 #ASC 23:10 #WINK 33:10 ...
54m Apr 17, 2024
54m
1853: Four meals from anarchy: What chocolate prices say about climate change
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. Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the...
21m Apr 17, 2024
21m
1852: Vox Markets Fund Manager Series: James Taylor of M&G Investments
In this interview, esteemed investor and fund manager James Taylor of M&G Investments takes me through 16 stock ideas including: 00:00 Equity outlook 03:15 Alphawave IP 06:45 Hill & Smith 09:55 Synthomer 14:40 Avon Protection 18:20 Premier Foods 21:10 STV Group 24:45 Watkin Jones 30:00 LSL Property Services 32:25 M&C Saatchi 36:45 888 Holdings 42:25 Gaming Realms 46:15 Videndum 50:10 Trufin 54...
1hr 12m Apr 16, 2024
1hr 12m
1851: The Exchange with Roland Head of Stockopedia
On today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including: 00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks. 06:20 Rightmove & Moneysupermarket Group 09:45 Hunting 13:25 Rio Tinto 17:35 RWS Group 22:05 Speedy Hire 27:00 TI Fluid Systems 30:10 PayPoint plc 33:30 Mears 36:15 iomart 39:50 ...
1hr 17m Apr 15, 2024
1hr 17m
1850: Q&A with Lunglife AI CEO, Paul Pagano
Watch on YouTube (https://www.youtube.com/watch?v=RpJmFiYhCic) In this interview, Paul Pagano CEO of Lunglife AI (https://www.voxmarkets.co.uk/listings/LON/LLAI/) #LLAI takes me through last week's in line FY'23 results & the commercialisation of LungLB, alongside March's £1.8m top-up fund raise and business' possible future strategic
22m Apr 11, 2024
22m
1849: Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management
In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas. 00:00 Equity outlook 08:40 Netcall (https://www.voxmarkets.co.uk/listings/LON/NET/) 14:25 Cerillion (https://www.voxmarkets.co.uk/listings/LON/CER/) 19:10 Tracsis (https://www.voxmarkets.co.uk/listings/LO...
1hr 21m Apr 10, 2024
1hr 21m
1848: Bedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial markets
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. CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial ...
29m Apr 10, 2024
29m
1847: Q&A with European Green Transition CEO, Aiden Lavelle & CFO Jack Kelly
Watch on YouTube (https://www.youtube.com/watch?v=fnLkqi8sfFQ) Aiden Lavelle and Jack Kelly, co-founders of European Green Transition (EGT), celebrated their company's successful IPO on the London Stock Exchange after raising £6.45 million. They discussed their backgrounds, the decision to list in London, and EGT's contribution to Europe's green economy
14m Apr 09, 2024
14m
1846: Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Alastair Ford interviews Neil Herbert, executive chairman of Atlantic Lithium, about his recent share purchases and the company's progress.
9m Apr 09, 2024
9m
1845: Aux armes citoyens! Is the Right about to stage an electoral coup?
Originally published: 21.03.24 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. Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre...
22m Apr 09, 2024
22m
1844: Q&A with Venture Life, CEO Jerry Randall
Watch on YouTube (https://www.youtube.com/watch?v=VokyyPwuqU0) In this interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes Vox Markets through today's in line 20243 results & positive outlook for 2024.
17m Apr 09, 2024
17m
1843: Hvivo results Q&A with CEO Mo Khan: “we are very confident we will get to £100m of revenue in 2028”
Watch on YouTube (https://www.youtube.com/watch?v=cX7vddVjTic) After another record year for human challenge specialist Hvivo, chief executive Mo Khan talks us through the building blocks he’s putting in place to take the company to its longer-term target of £100m of sales by 2028. 0:30 Highlights of 2023 results, including record revenues and profitability, and Ebitda margins ahead of guidan...
12m Apr 09, 2024
12m
1842: The Exchange
On today's Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:35 Richard’s investment approach & how his portfolio fared in Q1’24. 07:15 Marks & Spencer 11:55 Rolls Royce 14:20 Outlook for Electric Vehicles 17:40 Dowlais 20:45 TI Fluid Systems 23:25 MPAC 28:20 Johnson Matthey 31:25 Greencore 37:30 Journeo 4...
1hr 19m Apr 05, 2024
1hr 19m
1841: Vox Markets Fund Manager Series: Rosemary Banyard of Downing
Watch on YouTube (https://www.youtube.com/watch?v=JmgIZn242kc) In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including: 00:00 Her outlook for equities & smallcap liquidity. 08:25 Tristel 14:20 EKF Diagnostics 17:35 Elementis 21:25 Intertek 22:55 Rotork 26:25 Buying best-in-class industry champions 31:05 Auto Tr...
1hr 15m Apr 04, 2024
1hr 15m
1840: Q&A with CleanTech Lithium CEO, Aldo Boitano
Alastair Ford interviews Aldo Boitano, CEO of CleanTech Lithium, regarding their resubmission of CEOL applications for Chilean projects Laguna Verde and Francisco Basin
17m Apr 04, 2024
17m
1839: Central Bank Bonanza: So What?
Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter? 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. All opinions,...
20m Apr 03, 2024
20m
1838: What’s Wrong with the UK Stock Market?
With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it. 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...
22m Mar 28, 2024
22m
1837: The Exchange
On today's Easter stock picking fest, I was delighted to speak to accomplished investor John Hugham of Vox Markets – including: 00:00 His approach to investing. 03:25 New ‘free’ stock picking service 04:55 BT 11:00 Angling Direct 14:05 Michelmersh Brick 18:50 Why smallcaps aren’t leading the economy? 22:40 Ten Lifestyle 26:50 HAT 30:00 Managing portfolio construction 32:05 Speedy Hire 37:05 hV...
1hr 24m Mar 28, 2024
1hr 24m
1836: Vox Markets Fund Manager Series: Richard Penny of CRUX Asset Management
(Watch the video interview HERE (https://www.youtube.com/watch?v=jJtZlE_XWXs&t=1s) ) In this interview, 1st class fund manager Richard Penny of Crux Asset Management takes Vox Markets through: 00:00 his outlook for equites 05:00 1Spatial (https://www.voxmarkets.co.uk/listings/LON/SPA/) 08:05 Advanced ADVT (https://www.voxmarkets.co.uk/listings/LON/ADVT/) 10:45 Pinewood Tech (https://www.voxma...
1hr 4m Mar 26, 2024
1hr 4m
1835: What’s the big AI-dea?
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. Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI? All opinions, news, research, analys...
20m Mar 22, 2024
20m
1834: The Exchange
On today's live ‘Exchange’, I was delighted to speak to accomplished investor & trader Michael Taylor of Shiftingshares.com – including: 00:00 His approach to investing & stock trading. 10:10 Gulf Keystone Petroleum 14:35 Serica Energy 17:35 Renold 20:15 MPAC 24:40 Tortilla Mexican Grill 29:00 Supreme 33:55 Accrol 35:05 Equals 38:55 Reach 40:35 Rank Group 45:45 PCI-Pal 52:50 Avacta 59:00 Argo ...
1hr 7m Mar 22, 2024
1hr 7m
1833: NetScientific Q&A with CEO Ilian Iliev: "We're not deep tech tourists"
Vox Markets speaks to Ilian Iliev, CEO of deep tech and life science VC investor NetScientific, about the company's deep experience and unique approach to unlocking value from bleeding edge technologies.
20m Mar 20, 2024
20m
1832: Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Today, Alastair Ford interviews Neil Herbert from Atlantic Lithium, discussing recent announcements and the company's progress. Neil highlights milestones achieved and upcoming plans, including securing a mining lease agreement and investments from entities like the Minerals Investment Fund of Ghana. They delve into off-take agreements, emphasising the project's ability to navigate fluctuating ...
15m Mar 20, 2024
15m
1831: Q&A with XP Factory CEO Richard Harpham: “Our growth is a result of the cash that we generate”
Vox Markets speaks to Richard Harpham, chief executive of experiential leisure innovator XP Factory, about how a relentless focus on customer satisfaction and data-driven business optimisation, alongside a change in customers’ leisure habits, has led to a milestone moment profit for the Escape Hunt and Boom Battle Bar owner.
17m Mar 19, 2024
17m
1830: Vox Markets Fund Manager Series: Chris Mcvey of Octopus Investments
(Watch the video interview HERE (https://www.youtube.com/watch?v=Q2HhBz0Ua10) ) In this interview, fund manager Chris McVey of Octopus Investments takes me through his latest thoughts on the capital markets alongside highlighting 19 investment ideas. 00:00 Equity outlook 04:05 ActiveOps 06:35 Netcall 09:25 Iomart 11:55 Pinewood Technologies 14:40 Bloomsbury Publishing 18:00 STV Group 21:55 Ke...
1hr Mar 19, 2024
1hr
1829: Q&A with Mpac Group CEO Adam Holland & Group Finance Director Will Wilkins
In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac Group take Vox Markets through today’s strong 2023 results, record bookings and positive outlook – including: 00:00 Current demand picture across the group’s core markets & key USPs. 07:15 Pricing environment and status of supply chain. 12:00 Financial highlights 15:20 Growth strategy, how the long term targets w...
37m Mar 19, 2024
37m
1828: The Exchange
On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including: 00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio. 08:35 Rolls-Royce 17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc 20:45 Smith+Nephew 25:55 Ashtead Group Plc 27:45 Softcat plc 32:05 Whe...
1hr 25m Mar 18, 2024
1hr 25m
1827: Q&A with Poolbeg CEO Jeremy Skillington & Chief Business Officer David Allmond
Jeremy Skillington and David Allmond of Poolbeg Pharma (https://www.voxmarkets.co.uk/listings/LON/POLB/) , discuss with David Buik about the company's journey, market position, and future prospects. They touch upon Poolbeg's establishment, market performance, recent developments, strategic focus on rare diseases, and utilisation of artificial intelligence in drug development. The conversation ...
30m Mar 13, 2024
30m
1827: Good Life Plus Q&A with CEO Charlie Chadd: “We’ve got a very strong team behind us making sure we make all the right moves.”
Vox Markets talks to Good Life Plus (https://www.voxmarkets.co.uk/listings/PLU/GDLF/) #GDLF CEO Charlie Chadd on how he’s assembled a dream team to drive growth at the gaming company with a twist, and how additional investment will accelerate growth over 2024. 0:28 Reintroducing CEO Charlie Chadd and how Good Life Plus’s unique business model combines prize draws and member benefits. 2:41 Prog...
12m Mar 13, 2024
12m
1826: Vox Markets Fund Manager Series: Oliver Brown of RC Brown
In this  interview, accomplished fund manager Oliver Brown of RC Brown takes me through 20  fascinating stock ideas including: 00:00 His outlook for equities. 04:20 Avacta 09:00 Segro 13:00Fonix Mobile 16:10 Microlise 19:10 Team17 23:10 XP Power 26:05 Volex 28:00 Midwich 30:25 Strix 33:55 FRP Advisory 35:55 Marlowe 39:05 Johnson Service Group 41:45 Franchise Brands 44:50 Lords Group Trading 47...
1hr 11m Mar 11, 2024
1hr 11m
1825: The Exchange
On today's live ‘Exchange’ for Vox Markets, Paul Hill was delighted to speak to accomplished investor and ex-Schroders fund manager Iain Staples - covering: 00:00 (https://www.youtube.com/watch?v=p3DQWHxe9I4&t=0s) His investment approach & recent M&A splurge 07:40 (https://www.youtube.com/watch?v=p3DQWHxe9I4&t=460s) Equals Money 11:45 (https://www.youtube.com/watch?v=p3DQWHxe9I4&t=705s) Renew ...
1hr 12m Mar 08, 2024
1hr 12m
1824: Q&A with Oncimmune CEO, Martin Gouldstone
In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm offering autoantibody profiling that is used to enable precision medicine within the Biopharma industry. 00:00 What the company does and the current demand picture within the Biopharma sector 09:15 recent contract wins and update on commercialisation strategy
22m Mar 05, 2024
22m
1823: Vox Markets Fund Manager Series: Brendan Gulston of Gresham House
Watch on YouTube (https://www.youtube.com/watch?v=E4H18_3Ps-Q) In this in depth interview, accomplished fund manager Brendan Gulston of Gresham House takes Vox Markets through 20 fascinating stock ideas including: 00:00 His outlook for equities. 10:35 Iomart 14:45 Learning Technologies 18:05 Netcall 22:10 Pinewood Tech (formerly Pendragon) 27:40 Team17 31:00 Keywords Studios 36:15 Tribal Grou...
1hr 32m Mar 05, 2024
1hr 32m
1822: Polarean’s Chris von Jako: “I’ve been bringing new and important life changing medical technologies to market for 30 years”
(Watch on YouTube (https://www.youtube.com/watch?v=bylX3crjtgs) ) Vox Markets speaks to Chris von Jako, chief executive of Polarean (https://www.voxmarkets.co.uk/listings/LON/POLX/) #POLX, about the company’s five pillar strategy to drive uptake of its life saving lung imaging technology. 0:29 Chris von Jako describes the progress the company’s made on the regulatory and commercial front sinc...
19m Mar 04, 2024
19m