The Vox Markets Podcast

Vox Markets Podcast
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Nov 20, 2025 • 1h 16min

2244: Small-cap Investing with Paul Hill and Paul Scott

00:00 Investor sentiment from Mello conference 02:20 CMC Markets 07:05 PZ Cussons 10:15 McBride 15:29 Paypoint 21:45 Ocado 25:40 Tracsis 28:50 JD Sports 32:45 Plexus 37:40 Bloomsbury Publishing 43:30 Alumasc 48:10 Grainger 52:15 Trifast 55:30 Eagle Eye 59:25 CML Microsystems 63:35 Likewise 68:00 Vianet 72:15 Future
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Nov 20, 2025 • 16min

2243: GreenX Metals showcases potentially huge German copper deposit

Watch on YouTube GreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset inside an EU that's crying out for more locally-produced critical metals.
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Nov 19, 2025 • 6min

2242: Quantum Helium initiates 3D seismic on Sagebrush

Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very similar characteristics, and that the seismic that will be run on Sagebrush is actually going right up to Coyote Wash
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Nov 17, 2025 • 8min

2241: Q&A with IXICO CEO Bram Goorden

Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington’s Disease.
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Nov 14, 2025 • 13min

2240: This year's Resourcing Tomorrow will be buzzing, says Andrew Thake

Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.
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Nov 12, 2025 • 1h 17min

2239: Small-cap Investing with Paul Hill and Paul Scott

Watch on YouTube  In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.   Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40. 00:00 4Imprint 04:45 FDM 09:05 Oxford Instruments 12:40 Avingtrans 16:35 Tracsis 21:00 ME International 25:05 MJ Gleeson 32:30 Hilton Food 34:50 Finseta 37:45 Ultimate Products 43:20 Rightmove 50:25 Light Science Technologies 58:00 Avon Technologies 1:00:45 ITV 1:02:35 Kitwave 1:05:15 Volex 1:08:20 Domino’s Pizza UK 1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory 1:12:40 PCI-Pal  
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Nov 11, 2025 • 10min

2237: Shearwater Results - CEO Phil Higgins & CFO Jonathan Hall talk us through the numbers

Watch on YouTube In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.
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Nov 10, 2025 • 1h 4min

2236: The Exchange with Ken Wotton of Gresham House

Watch on YouTube In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following: 00:00 Equity outlook 04:30 Activeops 09:00 Pinewood Technologies 12:00 Tribal 16:25 Netcall 21:50 Franchise Brands 25:25 MPAC 28:20 Capita 32:40 Iomart 37:30 Nichols 40:05 Spire Healthcare 43:45 IXICO 46:35 Kooth 52:20 Fintel 55:15 MHA 59:30 Favourite stock idea for next 12 months. Brooks MacDonald  
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Nov 10, 2025 • 11min

2235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?

In this engaging discussion, Jason Drummond, CEO of MedPal AI, shares insights on the company's groundbreaking NHS Distance Selling Pharmacy contract. He reveals how MedPal dispensed nearly 15,000 prescriptions in just 10 days. Discover the innovative AI-driven app and robotic dispensing technology designed to reshape pharmacy services. Jason also dives into plans for scaling operations and discusses the integration of weight-loss offerings as a customer draw, aiming to become the Amazon of medicine.
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Nov 7, 2025 • 21min

2234: Tony Manini and Darryn McClelland on Asiamet's $105m deal

Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders

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