2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?
Watch on YouTube (https://www.youtube.com/live/JMprdZ4CC-w) In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas. 00:00 What the Middle East conflict means for investors 04:00 GB Group & Tribal – Purchases 10:50 Craneware 17:50 Senior 22:10 MTI Wireless 24:15 Gulf Marine Services 30:00 Vistry 33:45 Henry Boot...
1hr 25m Mar 04
1hr 25m
2328: Renowned Fund Manager Greg Coffey takes a near 10% stake in Harena
Watch on YouTube (https://www.youtube.com/watch?v=uP_8t2RIqME) Greg Coffey, a renowned fund manager has taken a 9.7% interest in Harena Rare Earths (https://www.voxmarkets.com/listings/HREE:LN) , as part of the company's £2 million subscription last month. Coffey has a long track record in fund management going back decades, having started out with Macquarie, worked with George Soros, and move...
10m Mar 02
10m
2327: The Exchange with John Chinery (alias the Oak Bloke)
Watch on YouTube (https://www.youtube.com/live/7yLVcWSotoM) In this investing masterclass, expert stock picker John Chinery (alias The Oak Bloke) takes me through his view of the markets and latest thoughts on 15 stock ideas: 00:00 Equity outlook 06:05 Wise 11:35 Diversified Energy 18:10 Mpac 22:40 Eco Buildings 31:35 PureTech Health 39:35 Thor Explorations 47:35 Avation 53:30 Integrated Diag...
1hr 36m Mar 02
1hr 36m
2326: Pinnacle set to start drilling at El Potrero within weeks
Watch on Youtube (https://www.youtube.com/watch?v=7C-XirUVHkg&feature=youtu.be) Pinnacle Silver & Gold is planning an extensive underground drilling campaign at its El Potrero project in Mexico as part of its plans to put El Potrero back into production by the end of next year. The company is already in talks with off-takers in regard to finance, and is likely to keep equity dilution to a mini...
52m Feb 27
52m
2325: EGT Makes Bold Move Into £15m Revenue Wind Services Platform
Watch on YouTube (https://www.youtube.com/watch?v=iIEyphql3_E&feature=youtu.be) European Green Transition has taken a major step in its evolution, acquiring a profitable £14.7m-revenue onshore wind services platform at an attractive valuation. With over 900 turbines under contract and more than £22m of repowering pipeline already signed, management believes the deal positions EGT to scale rapi...
17m Feb 26
17m
2324: 2 P’s on a Pod: Takeover Tensions, AI Shockwaves & Small Cap Opportunities
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 15 stock ideas. 00:00 Augmentum Fintech 06:10 ME Group 12:10 Tracsis 18:25 MONY / moneysupermarket 26:35 Avingtrans 33:10 Cerillion 42:15 Spire Healthcare 44:50 Unite Group 48:50 Pulsar Group 52:15 Trainline 58:35 Jet2 61:45 Warpaint 64:50 Synectics 69:05 Checkit 72:25 SDI ...
1hr 16m Feb 25
1hr 16m
2323: Panther begins met testing on what could be huge magnesium opportunity
Panther Metals has initiated testwork on core drilled out of its Dotted Lake project in Canada in 2024. This core returned huge intercepts of magnesium mineralisation, with some additional nickel and platinum group metals. Magnesium is traditionally very difficult to process out of ores like the the ones at Dotted Lake, but Panther's partners at another of its projects, Winston, reckon this one...
7m Feb 25
7m
2323: Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
Watch on YouTube (https://www.youtube.com/watch?v=qoE6lEx6DcM) In this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans (https://www.voxmarkets.com/listings/AVG:LN) take me through today’s positive and in line H1’26 results – including: 00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion 11:25 H1’26 financial...
35m Feb 25
35m
2322: The Exchange with Paul Jourdan of Amati Global
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 15 stock ideas. 00:00 Equity outlook 01:40 Greatland Resources / Gold 06:55 Boku 11:30 Wilmington (recent purchase) 17:50 Accesso 23:50 Kainos 29:20 Alfa Financial 31:55 GB Group 38:00 Gamma Communications 41:20 Yu Group 46:25 Serica Energy 52:...
1hr 14m Feb 23
1hr 14m
2321: KEFI hosts Ethiopian PM at Tulu Kapi Groundbreaking Ceremony
Click HERE (https://youtu.be/SF-ehzM5xPY?si=cX3oKD0Qao2Vzl5J&t=39) to watch the video of the Tulu Kapi opening ceremony KEFI Minerals (https://www.voxmarkets.com/listings/KEFI:LN) has hosted a ground-breaking ceremony at the Tulu Kapi gold project in Ethiopia. The ceremony was attended by the Ethiopian prime minister, the provincial governor, the British ambassador, and other assorted dignitar...
30m Feb 23
30m
2320: Panther Metals teams up with billion dollar commodity trader Traxys
Watch on Youtube (https://www.youtube.com/watch?v=vGNgIY-Orio&feature=youtu.be) Panther Metals has signed a letter of interest with Traxys, one of the biggest names in the global commodities trading business. The letter relates to Panther's Winston tailings project, which is known to contain significant quantities of several metals, including gold, silver, gallium and zinc. Panther's plan is t...
33m Feb 19
33m
2319: 2 P's on a Pod: Small Cap Investing with Paul Hill and Paul Scott
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 0:00 Raspberry Pi 06:05 Seeing Machines 13:15 Pinewood Technology 19:25 Intuit 22:35 Beeks Financial Cloud 28:35 GB Group 33:55 Boohoo 40:20 Spire Healthcare 43:05 Dunelm 46:40 TPXimpact 51:15 Cohort 58:30 Brickability 1:01:35 Springfield 1:06:45 Skin...
1hr 28m Feb 18
1hr 28m
2318: Pure Tungsten gets set for large-scale, high-margin Korean production within months
For more information, please contact Pure Tungsten (https://www.puretungsten.ca/puretungsten-equity-raise-rn?SQF_LEAD_SOURCE=vx%20Pure) Tungsten is just months away from production at a major project in South Korea, and plans to be generating cash from tailings at a second project in Tajikistan by the year end or early next year. In the meantime, a listing is planned, on a market yet to be det...
31m Feb 18
31m
2317: Talisman targets big copper opportunity in Morocco's Atlas Mountains
Watch on Youtube (https://www.youtube.com/watch?v=xT1j7I5cqK4&feature=youtu.be) Talisman Metals recently re-listed on Aim with a new suite of sediment-hosted copper assets in Morocco, situated in close proximity to one of the largest copper development projects in Africa. There's outcrops at surface, and plenty of prospectivity, so the plan is to get to work in the field, line up some targets ...
34m Feb 18
34m
2316: From Turnaround to Traction: Inside Tooru’s Next Phase of Growth
In this interview, Tooru plc CEO Scott Livingston discusses the group’s recent operational progress, retail momentum, and capital strategy as the business transitions from restructuring to growth, with a focus on execution, discipline, and long-term value creation.
11m Feb 16
11m
2315: Rome hits more high grade tin at Kalayi, similarities to Alphamin becoming clearer
The latest XRF results from drilling at Rome Resources' Kalayi prospect in the Democratic Republic of Congo have highlighted further high grade tin intercepts over attractive widths. Rome's chief executive Paul Barrett joins Vox to explain the implications of the latest results, and to highlight the similarities to Alphamin's nearby major producing mine that are now emerging.
10m Feb 16
10m
2314: 2 P's on a Pod: The AI Winners Nobody's Talking About
Watch on YouTube (https://www.youtube.com/live/MKV2k1GcpM8) In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas. 00:00 MONY / Moneysupermarket 06:00 Craneware 09:50 Future jobs to survive the brave new AI world 12:00 St James Place and possible AI winners/losers 17:55 Some US tech ideas 18:40 Synthomer...
1hr 23m Feb 11
1hr 23m
2313: 3D seismic outlines big opportunity for Quantum Helium
Watch on YouTube (https://www.youtube.com/watch?v=P9CLdam2os8) Quantum Helium's (https://www.voxmarkets.com/listings/QHE:LN)   Howard McLaughlin joins Vox to talk about the results of the company's ongoing 3D seismic work at the Sagebrush and Coyote Wash helium projects in Colorado. Quantum is busy using the newly acquired data to delineate drill targets, and is hopeful of getting the rigs to ...
13m Feb 11
13m
2312: Interview with Matt Timmins, CEO of Fintel
In this upbeat interview, CEO Matt Timmins of Fintel – a leading fintech provider of software, data, intelligence and associated services to the UK financial services industry - takes me through last week’s positive FY'25 trading update and exciting growth trajectory. Alongside explaining why the company will be an AI winner and future M&A strategy.
17m Feb 10
17m
2311: ECR now producing gold, see the nuggets here
Watch on YouTube (https://www.youtube.com/watch?v=QHJi8xeNe_k&feature=youtu.be) Nick Tulloch, chairman of ECR Minerals, joins Vox in the wake of the company's move to production at its Raglan gold project in Australia. The company has laid out a plan which shows that production at Raglan is likely to amount to 938 ounces of gold. That has an in-situ value of A$7 million which, considering the ...
16m Feb 10
16m
2310: The Exchange with James Thorne of Colombia Threadneedle
In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies. 00:00 Outlook for UK mid/smallcaps 03:15 Auction Technology Group 09:15 Kitwave 11:20 Oxford Biomedica 14:55 1Spatial 16:55 Activeops 20:10 Eleco & possible impact of agentic AI on software stocks 24:25 Microlise 28:55 Trainline 33:35 Chemr...
1hr 12m Feb 09
1hr 12m
2309: Disrupting PR with AI and Performance-Based Results
We speak with Pathos Communications plc (AIM: NEWS) following its recent AIM listing and full-year trading update. CEO Omar Hamdi joins us to discuss the company’s tech-enabled PR model, the rationale behind going public, and key growth drivers behind its rapid international expansion. With a strong start to 2026 and AI innovation at the core, Pathos is positioning itself to reshape the future ...
15m Feb 09
15m
2309: Bradda Head poised to benefit from lithium rebound
Watch on YouTube (https://www.youtube.com/watch?v=dhkexW1JQGM&feature=youtu.be) Bradda Head #BHL has just cut an extremely interesting joint venture deal with Rio Tinto #RIO over a hard rock lithium project in Arizona. Bradda Head will take the project on via an earn-in, but Rio isn't letting go completely, which indicates that it thinks there's still considerable upside on offer. Bradda Head'...
16m Feb 09
16m
2308: Halo Minerals plans IPO for high-margin Chilean copper tailings
Andrew Dennan, executive director of Halo Minerals, joins Vox to flesh out the details of the company’s upcoming IPO. The company plans to deploy new capital towards the development of one or more copper tailings projects in Chile. These projects are likely to be high margin and relatively easy to permit, given the widespread ESG benefits such clean-up operations can have. Halo will build an SX...
31m Feb 06
31m
2307: Q&A with Verici Dx CEO Sara Barrington
Watch on YouTube (https://www.youtube.com/watch?v=G-uax6mFeC0) 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 today's positive FY'25 trading update, alongside progress wrt the company's exciting growth trajectory.
17m Feb 05
17m
2306: Shearwater's new Chair on Leadership, Vision and the Road Ahead
Watch on YouTube (https://www.youtube.com/watch?v=OvnpWRZwsqI&feature=youtu.be) In his first interview since taking on the role, Shearwater (https://www.voxmarkets.com/listings/SWG:LN) Chair Robin discusses leadership, board priorities, and the Company’s outlook. He reflects on the current market environment, the importance of clear strategy, and how Shearwater is laying the foundations for lo...
10m Feb 05
10m
2305: 2 Ps on a Pod: The Week That Shook Software Stocks
In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. 00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic? 09:40 Future 15:00 PCI-Pal 17:15 Pinewood Technologies 21:30 Auction Technologies 26:40 Beazley bid from Zurich 28:00 Cab...
1hr 22m Feb 04
1hr 22m
2304: Bridging Markets: Why US Investors Are Turning to UK and European Stocks
Watch on YouTube (https://www.youtube.com/watch?v=8G1sZlAkgH8) In this interview, Jason Paltrowitz, Executive Director at OTC Markets, discusses the growing trend of US investors trading European equities, the rise of cross-trading by UK and EU-listed companies, and how OTC Markets is helping issuers tap into American capital without the burden of a full US listing. From changing investor beh...
13m Feb 04
13m
2303: The Exchange with Richard Crow (alias Cockney Rebel).
In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 20 stock ideas: 00:00 Recent portfolio returns, equity outlook and cash position 06:00 Goodwin 19:15 Saga 30:45 Funding Circle 37:25 Zotefoams 43:40 Marshalls 47:55 SRT Marine 51:25 Filtronic 54:50 Carclo 57:25 Mpac 60:00 Dialight 1:05:20 AudioBo...
1hr 30m Feb 02
1hr 30m
2302: The most extraordinary week in commodities I've ever witnessed
Watch on Youtube (https://voxmarkets.com/youtube.com/watch?v=8TBOm_nm6d4&feature=youtu.be) SP Angel's John Meyer joins Vox to discuss the incredible events in the gold and commodities markets over the past week or so, and to pick out some of his favourite stocks amongst the junior and mid-tier miners.  Stocks covered include: Anglo Asian (https://voxmarkets.com/listings/AAZ:LN) Hochschild Min...
24m Feb 02
24m
2301: Tharisa set for huge growth amidst backdrop of rising PGM prices
Tharisa has a well-established track record of chrome and platinum group metals production, and is now on the cusp of delivering significant growth through a move underground at its flagship South African mine and the establishment of new lines of production from a major new Zimbabwean project. The company is keeping a tight rein on costs, even as rising commodities prices push margins up, and ...
20m Jan 30
20m
2300: Quantum Data Energy: Q1 Update and Strategy Outlook
In this interview, Quantum Data Energy (https://www.voxmarkets.com/listings/MAST:LN)  #MAST CEO Pieter Krügel joins Vox Markets to discuss the Company’s Q1 investor update, recent re-branding, and the strategic evolution of the business. Pieter outlines how Quantum Data Energy is building on its flexible generation foundations, why data led infrastructure is becoming increasingly relevant, and ...
6m Jan 30
6m
2299: Poolbeg Pharma: POLB 001 Clinical Data Published — What’s Next for This Immunomodulatory Asset?
Following the publication of a peer-reviewed paper in Frontiers in Immunology detailing results from the POLB 001 LPS challenge trial, we catch up with Poolbeg Pharma’s CEO Jeremy Skillington and COO Liam Tremble.
9m Jan 29
9m
2298: hVIVO: Staying Resilient and Ready – CEO Mo Khan on 2025 Performance and the Road Ahead
In this exclusive conversation, hVIVO CEO Yamin ‘Mo’ Khan joins us to discuss the company’s FY2025 trading update, which delivered revenue in line with expectations and adjusted EBITDA ahead of guidance. Mo reflects on the successful integration of CRS and Cryostore, the company’s strategic repositioning beyond human challenge trials, and how hVIVO is navigating a shifting clinical research lan...
11m Jan 29
11m
2297: 2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
Watch on YouTube (https://www.youtube.com/live/6jgm3kReSOA) In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Life Science REIT 03:30 Auction Technology Group 08:40 Spire Healthcare 13:10 CT Automotive 16:45 Marston’s 20:00 Mobico 24:00 Cordel 28:45 Proservice Building Services marketplace 32:15 U...
1hr 18m Jan 28
1hr 18m
2296: Q&A with Venture Life CFO Danny Wells
Following yesterday’s positive and in line FY’25 trading update, CFO Danny Wells of Venture Life #VLG - a leading consumer healthcare products firm - kindly takes me through the: 00:00 Key drivers underpinning the double digit top line growth 05:10 Health & Her/Him brand07:15 Performance overseas & expansion into US 11:10 outlook for (17 months ending) May’26 & utilisation of £34.3m cash mount...
19m Jan 27
19m
2296: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
Following today’s strong and better than expected FY’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the: 00:00 Current demand picture and growth drivers. 04:25 Financial highlights 07:45 Future organic and acquisitive growth opportunities 10:05 Outlook for 2026 & closing remarks Disclosure: I own shares in E...
14m Jan 27
14m
2295: Georgina Energy CEO on $25M Drill Deal: Is This the Start of a Helium Boom?
Georgina Energy (GEX.L) is pushing ahead at its Hussar EP513 prospect with a confirmed $25 million structured offtake funding deal from Harlequin Energy. CEO Tony Hamilton joins us to break down what this means for investors, how Georgina plans to monetise Helium, Hydrogen and Natural Gas, and the company’s roadmap to becoming a producer. We also discuss Schlumberger’s role, revised resource es...
10m Jan 27
10m
2294: Harena's shares soar, as PFS showcases US$1bn cashflow potential
Harena Rare Earths has released details of a pre-feasibility study for its Ampasindava rare earths project in Madagascar. The study shows on a base case scenario that the project could generate around US$1bn in cash flow over a 20 year mine life. Capex is set at US$142 million, although further refinements as the DFS gets underway could reduce that. The upside scenario shows potential for US$2....
14m Jan 26
14m
2293: Chancery Royalty offers investors pre-IPO opportunity in gold and silver
For more information you can contact Chancery Royalty at: Website: www.chanceryroyalty.com (https://www.chanceryroyalty.com/chancery-royalty-equity-raise?SQF_LEAD_SOURCE=vx) Chancery Royalty is a new company in the gold and silver royalties space. It already has four royalties in its portfolio, including a significant royalty over KEFI Gold's Tulu Kapi gold mine, which is just going into const...
26m Jan 23
26m
2292: 2 P's on a Pod: Which Takeover Bids Will Succeed?
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Auction Technology Group 06:30 Beazley 08:55 Kitwave 14:10 Delisting risk criteria 16:35 NCC 19:50 Evoke 23:30 Flutter 25:35 Gaming Realms 26:15 Big Technologies 31:15 Theworks.co.uk 34:55 Treatt 39:55 B&M European Retail 43:10 Zotefoams 47:40 Judge...
1hr 28m Jan 22
1hr 28m
2291: Rome Resources could triple resource base at Kalayi with current drilling
Drilling continues on the ground at Rome Resources' Bisie North tin and copper project in the Democratic Republic of Congo. The rigs are currently at work on Kalayi, where the target is tin at depths of up to 250 metres. They will then move onto Mont Agoma where copper and zinc is situated alongside the tin. The current drill programme could end up tripling the resource base at Kalayi, accordin...
12m Jan 22
12m
2290: Vietnam Holding: Year in Review 2025 and Outlook for 2026
Watch on YouTube (https://www.youtube.com/watch?v=Kpl76j4sNck&feature=youtu.be) 2025 marked Vietnam Holding’s #VNH 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam’s equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplin...
22m Jan 22
22m
2289: Mining Matters: We are now in a new commodities cycle, says SP Angel's John Meyer
Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots...
46m Jan 21
46m
2288: Goldstone gets set to drill big in Ghana
Watch on YouTube (https://www.youtube.com/watch?v=JzhB3cy5Xhk) Goldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resou...
17m Jan 21
17m
2287: Poolbeg Pharma on JPM 2026: Key Takeaways from Healthcare’s Premier Investment Event
Watch on YouTube (https://www.youtube.com/watch?v=pplOropUODQ) Following attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma (https://www.voxmarkets.com/listings/POLB:LN) discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what th...
11m Jan 21
11m
2286: The Exchange with Judith MacKenzie of Downing
Watch on YouTube (https://www.youtube.com/watch?v=TRYCJGkMaM0) In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including: 00:00 (https://www.youtube.com/watch?v=TRYCJGkMaM0) Equity outlook 06:20 (https://www.youtube.com/watch?v=TRYCJGkMaM0&t=380s) 1Spatial 10...
1hr 12m Jan 19
1hr 12m
2285: Great Southern Copper all set for big drilling campaigns right across its portfolio
Watch on YouTube (https://www.youtube.com/watch?v=Y-bASGxgLNs&feature=youtu.be) Great Southern Copper's #GSCU chief executive Sam Garrett joins Vox to talk about the company's exploration successes in Chile in 2025 and the company's plans to follow them up this year. The portfolio offers exposure to silver, copper and gold at very attractive grades, with plenty of upside on offer. Shares in Gr...
16m Jan 19
16m
2284: Pinnacle Silver & Gold to commence drilling shortly at El Portrero
Watch on YouTube (https://www.youtube.com/watch?v=e9QYwdBz5rI) Pinnacle Silver & Gold (https://www.voxmarkets.com/listings/PINN:CA)  #PINN will shortly commence drilling the underground portion of the El Potrero project in Mexico. The company spent much of last year working up the project to the point where it can be drilled and in the process returned some very high grade gold and silver samp...
14m Jan 15
14m
2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas: 00:00 Oxford Biomedica 03:50 IQE 08:05 Robert Walters 13:55 MS International, Cohort & defence sector 19:35 Dunelm 21:40 Shoe Zone 25:45 Which retailers to look at 27:20 Fevertree 30:40 Premier Miton & fund manager headwinds 38:40 Ashmore Group 42:00 ME Gr...
1hr 32m Jan 15
1hr 32m