The Vox Markets Podcast

Watch on YouTube Harena Resources #HREE has undertaken a fundraising to bring in new strategic investors and to provide working capital as it continues to progress its Ampasindava rare earths project in Madagascar. The project is close to attaining a mining licence and a bankable feasibility study is likely to follow shortly thereafter. Harena's new chairman Ivan Murphy takes us through the likely sequence of events, and gives a broad outline of the company's strategy and the opportunities in rare earths that it's addressing.

Recent high grades from the tailings pond at Panther Metals' Winston project in Canada have clearly signposted a way for the company to secure early cashflow, and funding for a re-start of the mine. The plan, as chief executive Darren Hazelwood tells us in this exclusive interview, is to finance the construction of a tailings re-treatment plant ideally through debt, and then to use the huge potential revenue that such a project will generate to take the company on to the next steps. In the near-term, more metallurgical work is needed. But the direction of travel is clear, and Panther has lately demonstrated an ability to move very quickly when it so chooses.

Watch on YouTube Metals One #MET1 has been one of the busiest of all of London's junior miners this year, cutting deals in the US, and initiating exploration. The portfolio now comprises a significant suite of uranium assets, as well as gold, and the Scandinavian nickel and base metals assets. Joining us for an update, Metals One's Dan Maling and Craig Moulton talk strategy, uranium and gold, and how the company is financed

Blencowe's #BRES Mike Ralston talks to Vox about the latest off-take deal the company has struck in relation to graphite from its Orom-Cross project in Uganda. The deal has also sparked interest from the UK government

Watch on YouTube Two strategic investors have just taken out a $2 million subscription for shares in World Chess #CHSS. These investors aren't just corporate types, according to chief executive Ilya Merenzon, but experts in the chess space. Ilya spoke to Vox after the announcement, explaining how the focus from here on in will be a build out of the brand and a heavy emphasis on marketing. The company has several revenue streams, and is already well established in the chess community. But there is lots of room for growth.

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