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 19 stock ideas. 00:00 What today’s UK inflation data means for bond yields and the stock market. 04:30 Will there be a peace deal between Russia & Ukraine? 05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines 08:20 Aurrigo International 11:00 Inspiration Healthcare 15:30 Costain 18:15 IWG/Regus 24:20 Thoughts on recovery of office market 25:40 Applied Nutrition 28:10 Tribal Group 34:25 Manolete 37:40 Feedback from conversation with Pennant International CEO 44:20 TT Electronics 48:00 Morgan Advanced Materials 52:30 Anglo Eastern Plantations 55:10 Coats 57:05 Ashtead Technology 1:02:45 Pebble Beach Systems 1:06:35 Tekmar Group 1:08:20 Revolution Beauty & possible trading read across to Warpaint #SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L

Watch on YouTube 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 14 stock ideas. 00:00 Equity outlook 03:00 When will there be a peace agreement between Ukraine and Russia? 05:50 Chemring 10:55 Qinetiq 12:20 Ashtead Technology 17:10 Serica Energy 21:20 Petrotal 23:55 Big Technologies 29:10 Kainos 34:40 Trainline 41:00 Greatland Gold 47:40 Hochschild 50:20 Tracsis 53:25 GB Group 58:25 Mercia Asset Management 61:40 Favourite stock idea for 2026. BOKU 

Watch on YouTube In an exclusive interview with Vox Markets, Fintel CEO Matt Timmins breaks down the company’s strong H1 performance, highlights key growth drivers, and teases strategic partnerships and acquisitions on the horizon. With recurring revenues rising and digital transformation accelerating, Timmins outlines why Fintel is positioning itself as the “intel inside” of UK financial services. A must-watch for investors looking for steady growth and hidden upside.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 Macro thoughts, valuations, QE and UK smallcaps  (05:30 Ultimate Products) 09:50 Treatt 18:50 Warpaint 22:15 CREO Medical 26:20 Supermarket Income REIT 28:50 Gambling stocks & Rank Group 30:35 Mears 34:00 Pennant International 38:10 Gemfields 40:45 Shoe Zone 44:25 XP Factory 49:20 Altitude Group 50:50 DotDigital 53:35 Trufin 57:20 Calnex 61:05 Beeks Financial 64:25 MHA 67:15 Pagegroup 70:30 B&M 73:35 Softcat

Watch on YouTube Paul Barrett, chief executive of Rome Resources joins Vox for an update, following the latest set of drill results from the company's Mont Agoma project in the Democratic Republic of Congo. The company continues to hit encouraging grades of tin and copper at Mont Agoma, as it heads towards a maiden resource, expected next month. Drilling will continue after that, though, and the signs are that the resource could get substantially bigger once more work is completed. Barrett sets out the company's plans in detail, and explains just how significant the grades Rome is encountering really are.

Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through yesterday’s contract wins.

Watch on YouTube Harena Resources #HREE  has added a subscription to its its previously announced fundraising, and has now taken the total new money raised to £1.23 million. The company will use the money to proceed with work at its Ampasindava rare earths project in Madagascar, which chairman Ivan Murphy says may be in production within a year.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas:  00:00 Recent buys & sells: 4Imprint & CT Automotive 04:10 Zotefoams 08:10 Eagle Eye 10:00 Tracsis 12:30 Videndum 17:40 Synthomer 20:50 Close Brothers 23:35 Auction Technology Group 27:40 Tortilla Mexican Grill 29:50 Domino’s Pizza UK 34:55 Yougov 37:55 TP ICAP 40:35 Pets at home 43:30 XP Power 45:55 Travis Perkins 47:20 MS International 50:40 Senior 52:45 Mincon 55:30 Bango 57:25 Xaar 58:45 James Halstead 61:45 Measuring stock liquidity 63:25 Manx Financial 65:10 Banks & macro read-across

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: 00:00 Verici's £6.35m recent fund raise and planned use of proceeds. 02:45 Commercialisation of its flagship blood test Tutivia. 09:20 $300m total addressable market for Tutivia 21:35 Relationship with Thermo Fisher Scientific (re pre-graft Clarava/PTRA test) 24:15 Update on 3rd diagnostic (Protega) and closing remarks

Watch on YouTube KEFI Gold and Copper #KEFI has released a comprehensive update on the ongoing progress it's making with the Tulu Kapi gold project in Ethiopia. Sign-offs have begun in regard to the financing package for the project, and final close is expected next month. Meanwhile, early work on site has been going well ahead of full launch. KEFI's chairman Harry Anagnostaras-Adams joins Vox with further detail, and reminds us once again of the huge potential profits that are on offer here. He also voices his aspiration, down the line, to pay a dividend to shareholders