The Vox Markets Podcast

Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. 01:10 Thruvision – NEW purchase 05:35 UK housebuilding sector and Taylor Wimpey 12:25 Card Factory 19:05 STV and possible acquisition for ITV? 25:15 FDM 31:20 International Personal Finance 33:10 James Fisher 37:40 Kooth – recent sale 40:35 Zotefoams – recent sale 42:50 Seeing Machines – recent sale 44:30 Somero Enterprises 49:00 Goodwin 52:20 Greggs 55:35 Ceres Power 58:35 Unite Group 1:02:45 Facilities of ADF 1:06:15 Trifast 1:09:10 Flowtech

Asiamet's Darryn McClelland and Mudit Goenka join Vox to talk about the latest developments in the financing for the BKM copper project in Indonesia. The company delivered an updated feasibility study earlier in the year, and is now deep in talks with potential funders. Work on the ground continues, meanwhile, and the company is close to appointing a project manager to oversee development

Watch on YouTube Mosman's #MSMN interim chief executive Howard McLaughlin joins Vox to talk about Sagebrush, a helium and natural gas project in Colorado that looks highly prospective and which looks capable of generating early cashflow for the company. The project already has an existing well on it, which would have cost around $5 million to drill new, and this will shortly be flow-tested. In addition, consultants from Sproule are currently working on verifying the extent and scale of Sagebrush, and a resource and reserve update can be expected in due course. McLaughlin talks about the geology of Leadville, as well as the likely breakdown of the revenue stream from Sagebrush, and also touches on the existing helium production that's already taking place in the wider area.

Watch on YouTube In a further sign that the junior mining market is springing back into life, First Development Resources  #FDEV has listed in London, raising £2.3 million in the process. The company has gold and copper exploration assets in the Paterson Range, the same district that hosts the famous Havieron deposit discovered by Greatland Gold. It also has exploration ground in the Northern Territory. First Development's chief executive is Tristan Pottas, and he joins us now to explain what happens next.

Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 20 stock ideas, including: 00:00 Equity outlook 04:50 MJ Gleeson 08:25 Hargreaves Services 13:30 Pinewood Technologies 16:10 NIOX 19:00 Big Technologies 22:15 Spire Healthcare 24:15 Venture Life 25:40 Avingtrans 29:50 EKF Diagnostics 34:05 NCC 36:25 River Global B shares 39:25 Kitwave 44:45 Tribal Group 49:00 Trifast 54:05 Tate & Lyle 56:45 Paypoint 59:20 Animalcare 63:45 Best stock ideas for 2026. Trifast, Pebble Group (64:15), Restore (66:45) and Oryx International (68:40). #OIG #GLE #SPI #VLG #EKF #NIOX #PINE #TRB #BIG #PEB #AVG #KITW #PAY #RVRB #NCC #RST #TATE #HSP #ANCR #TRI

In this insightful discussion, Paul Scott, a UK equity analyst and stock market commentator, shares his expertise on small-cap investing. They reveal recent stock ideas, including potential gains in the property sector through Granger and technological innovations from Eagle Eye. The conversation explores challenges in retail tech and dives into the financial evolution of Wilmington amid healthcare changes. Listeners will also learn about the dynamics impacting companies like Big Technologies and the turnaround story of Pebble Beach Systems. A wealth of investment wisdom awaits!

Watch on YouTube Maganese: what it is it, what's it used for, and how do you produce it? Giyani's Charlie Fitzroy provides us with the answers to these and many other questions in this detailed conversation which ranges across Giyani's operations in Botswana, and broadens out into a discussion of the overall market for manganese. The company is planning to supply a high-end battery-grade manganese to OEMs, and is now only months away from a definitive feasibility study on its project. Watch this space for further news.

Chairman John Sherman and Finance Director Cathal Jones of Conroy Gold and Natural Resources join Vox for an update on the company's recent progress and its plans to bring in a new partner to help with development at the Clontibret gold project in Ireland. Clontibret already has an established resource, and has lately been the subject of favourable comparison to the famous Fosterville mine in Australia.

In this interview, Olivia Edwards, Executive Chair of Cel AI Plc, discusses the company’s successful £10 million fundraise and what it means for scaling their decentralised AI infrastructure. She outlines Cel’s dual-engine strategy combining AI agent deployment with a strategic Bitcoin treasury, and explains how recent moves — including a Bittensor subnet acquisition and personal share purchase — align with long-term shareholder value creation.

Watch on YouTube Sampling results at Pinnacle Silver and Gold's El Potrero project in Mexico have returned exceptionally high grades. Bob Archer, Pinnacle's chief executive, tells us what it all means, and also lays out what happens next