The Vox Markets Podcast

The Vox Markets Podcast

byVox Markets Podcast

BusinessInvesting

Episodes(40 episodes)

Episode 2330
Chancery Royalty expands as gold market continues to run hotter than ever
Watch on YouTubeFor more information you can contact Chancery Royalty HEREChancery Royalty's chief executive Jeremy Gray joins Vox as the company undertakes a new funding round in one of the hottest gold markets the world has ever seen. Chancery already has four major precious metals royalties in its portfolio, and recently acquired a fifth smaller one on an exploration company with huge upside. New transactions are also on the cards, and a potential listing, probably in Canada, but maybe in London is also on the cards. Will Chancery become bigger than Elemental-Altus...
Published: Mar 5, 2026Duration: 17m 0s
Episode 2329
2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?
Watch on YouTubeIn 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 investors04:00 GB Group & Tribal – Purchases10:50 Craneware17:50 Senior22:10 MTI Wireless24:15 Gulf Marine Services30:00 Vistry33:45 Henry Boot36:15 Surface Transforms38:35 Power Probe46:10 Hikma Pharmaceuticals49:40 Synectics54:45 Intercede58:20 Wilmington1:01:10 GlobalData1:04:50 Winvia Entertainment1:07:25 System1 & Brave Bison share swap deal1:11:45 PCI-Pal1:14:35 Autotrader1:17:45 Capita1:20:15 Galliford Try
Published: Mar 4, 2026Duration: 1h 25m 9s
Episode 2328
Renowned Fund Manager Greg Coffey takes a near 10% stake in Harena
Watch on YouTubeGreg Coffey, a renowned fund manager has taken a 9.7% interest in Harena Rare Earths, 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 moved onwards and upwards from there. He currently has his own fund, which now joins RAB and several other major investment names on the Harena register. Meanwhile, Harena is cracking on with development work at the Ampasindava rare earths project in Madagascar, and continues in talks with the DFC. H...
Published: Mar 2, 2026Duration: 9m 53s
Episode 2327
The Exchange with John Chinery (alias the Oak Bloke)
Watch on YouTubeIn 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 outlook06:05 Wise11:35 Diversified Energy18:10 Mpac22:40 Eco Buildings31:35 PureTech Health39:35 Thor Explorations47:35 Avation53:30 Integrated Diagnostic Holdings58:35 ASA International1:05:00 Gulf Marine Services1:09:15 Greggs1:15:15 Easyjet1:19:30 Future1:24:25 MSI International1:25:25 Atome Energy1:26:15 Kazera Global1:29:00 Favourite stock idea for next 12 months - Intuitive Investments#WISE #DEC #MPAC #PRTC #THX #AVAP #IDHC...
Published: Mar 2, 2026Duration: 1h 35m 39s
Episode 2326
Pinnacle set to start drilling at El Potrero within weeks
Watch on YoutubePinnacle 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 minimum. Surface drilling is also planned, and metallurgical work remains ongoing. Pinnacle's chief executive Bob Archer has built mines in Mexico before, and knows his way around re-start projects and how to build them out into bigger and...
Published: Feb 27, 2026Duration: 51m 52s
Episode 2325
EGT Makes Bold Move Into £15m Revenue Wind Services Platform
Watch on YouTubeEuropean 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 rapidly toward its £50m revenue target while building a cash-generative infrastructure business.
Published: Feb 26, 2026Duration: 16m 57s
Episode 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 Fintech06:10 ME Group12:10 Tracsis18:25 MONY / moneysupermarket26:35 Avingtrans33:10 Cerillion42:15 Spire Healthcare44:50 Unite Group48:50 Pulsar Group52:15 Trainline58:35 Jet261:45 Warpaint64:50 Synectics69:05 Checkit72:25 SDI Group
Published: Feb 25, 2026Duration: 1h 16m 22s
Episode 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 could be workable. If they're right, then the upside would be very significant. Panther's Darren Hazelwood joins Vox to tell us more.
Published: Feb 25, 2026Duration: 7m 15s
Episode 2323
Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
Watch on YouTubeIn this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans 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 expansion11:25 H1’26 financial highlights16:55 Progress with medical division (re Adaptix, Magnetica and Scientific Magnets)24:00 Timescales for potential future exits (eg Hayward Tyler and Ormandy)29:10 FY26 & FY27 outlook alongside closing remarks
Published: Feb 25, 2026Duration: 35m 3s
Episode 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 outlook01:40 Greatland Resources / Gold06:55 Boku11:30 Wilmington (recent purchase)17:50 Accesso23:50 Kainos29:20 Alfa Financial31:55 GB Group38:00 Gamma Communications41:20 Yu Group46:25 Serica Energy52:25 Grainger54:35 Jet256:55 Big Technologies62:45 Trainline69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus
Published: Feb 23, 2026Duration: 1h 14m 17s
Episode 2321
KEFI hosts Ethiopian PM at Tulu Kapi Groundbreaking Ceremony
Click HERE to watch the video of the Tulu Kapi opening ceremonyKEFI Minerals 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 dignitaries. It marks the official commencement of construction at the Tulu Kapi project. KEFI’s Harry Anagnostaras-Adams joins Vox to talk us through the implications and to outline what happens next.Watch the interview on YouTube
Published: Feb 23, 2026Duration: 29m 40s
Episode 2320
Panther Metals teams up with billion dollar commodity trader Traxys
Watch on YoutubePanther 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 to produce a resource estimate for Winston within the next month or two, and then move on to economic studies. In the meantime exploration work continues on the company's Ontario portfolio of base and precious metals assets. Panther's chief executive Darren Hazelwood joins Vox to fill...
Published: Feb 19, 2026Duration: 33m 29s
Episode 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 Pi06:05 Seeing Machines13:15 Pinewood Technology19:25 Intuit22:35 Beeks Financial Cloud28:35 GB Group33:55 Boohoo40:20 Spire Healthcare43:05 Dunelm46:40 TPXimpact51:15 Cohort58:30 Brickability1:01:35 Springfield1:06:45 SkinBioTherapeutics1:10:35 Transense Technologies1:13:15 LBG Media1:19:30 Trainline1:21:50 On The Beach
Published: Feb 18, 2026Duration: 1h 27m 31s
Episode 2318
Pure Tungsten gets set for large-scale, high-margin Korean production within months
For more information, please contact Pure Tungsten 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 determined, and interest is expected to be very high. After all, the tungsten price has quadrupled over the past year or so, and tungsten has suddenly become the hot sector. Pure Tungsten's chief executive Tiger Kim joins us to explain why t...
Published: Feb 18, 2026Duration: 31m 12s
Episode 2317
Talisman targets big copper opportunity in Morocco's Atlas Mountains
Watch on YoutubeTalisman 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 and get drilling. Talisman's chief executive Tim McCutcheon joins Vox to fill in the detail
Published: Feb 18, 2026Duration: 33m 34s
Episode 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.
Published: Feb 16, 2026Duration: 10m 43s
Episode 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.
Published: Feb 16, 2026Duration: 10m 12s
Episode 2314
2 P's on a Pod: The AI Winners Nobody's Talking About
Watch on YouTubeIn 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 / Moneysupermarket06:00 Craneware09:50 Future jobs to survive the brave new AI world12:00 St James Place and possible AI winners/losers17:55 Some US tech ideas18:40 Synthomer23:05 Iomart30:45 Frontier Development, TinyBuild & gaming stocks36:45 Seeing Machines42:50 hVivo46:10 PZ Cussons48:20 Vp Plc54:35 MJ Gleeson58:55 Warpaint1:04:55 Brave Bison1:10:40 Gaming Realms1:13:10 Power Probe1:15:15 UK IPO advisory fees & rotation into US...
Published: Feb 11, 2026Duration: 1h 23m 12s
Episode 2313
3D seismic outlines big opportunity for Quantum Helium
Watch on YouTubeQuantum Helium's  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 work later this year, following approvals from the Bureau of Indian Affairs.
Published: Feb 11, 2026Duration: 12m 32s
Episode 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.
Published: Feb 10, 2026Duration: 16m 45s