The Vox Markets Podcast

Watch on YouTube In this fascinating interview, CEO Bram Goorden of  IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook. Disclosure: I own shares in IXICO, who is also a Vox Markets client.

Judith Mackenzie, an accomplished fund manager at Downing, shares her investment insights amidst market volatility. She discusses her preference for small-cap stocks and the importance of margin improvements and strong balance sheets. The conversation dives into specific companies like Avingtrans and Eagle Eye, highlighting their unique challenges and growth potential. Judith also debates active versus passive fund management strategies, emphasizes the need for regulatory reforms in the AIM market, and reveals thoughts on market liquidity and investment risks.

Serial entrepreneur and founder of European Green Transition Cathal Friel has joined its board as non-executive chairman. He joins us to tell us why, and what's next for the company

KEFI Gold and Copper is on the cusp of initiating construction at the Tulu Kapi gold project in Ethiopia. A few final tweaks are being made to contracting arrangements, but site preparation is already underway, the security setup has been established and work resettling certain members of the local community has begun. The pit at Tulu Kapi was designed using a conservative gold price of US$1,250, so with the current gold price soaring away at over US$3,000 there's the opportunity for huge margin. Harry Anagnostaras-Adams, KEFI's executive chairman is here to tell us more.

Watch on YouTube In this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas: 00:00 Key learnings from Trump’s trade tariff volatility 07:25 Treatt 18:15 Churchill China 23:00 JD Sports 27:40 Ramsdens 30:40 Gooch & Housego 34:55 Everplay (formerly Team17) 37:25 THG (ie TheHutGroup) 41:05 Oxford Biomedica 44:25 hVivo 47:35 Gulf Marine Servies 51:30 Cavendish 54:0 Intercede 54:45 Flowtech Fluidpower 57:25 Calnex Solutions 1:01:45 CML Microsystems 1:05:45 Xaar 1:06:45 Quartix Tech 1:08:05 Epwin 1:11:30 Oxford Metrics 1:13:45 XPP 1:15:55 ITV  #TET #CHH #JD. #RFX #GHH #EVPL #THG #OXB #HVO #GMS #CAV #IGP #FLO #CLX #CML #XAR #QTX #EPWN #OMG #XPP #ITV

Watch on YouTube In a recent interview with Vox Markets, Mo Khan, CEO of hVIVO #HVO, discussed the company's record-breaking performance in 2024 and its strategic outlook for 2025.

Watch on YouTube What actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and can the world really reach the targets that have been set for it?

​In an interview with Vox Markets, Prospex Energy #PXEN CEO Mark Routh discussed the company's recent operational developments.

Watch on YouTube In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including: 00:00 What type of stocks John prefers. 02:50 Bonkers stocks - Polar Capital 07:40 Portfolio performance & tweaking investment tactics 09:30 WHSmith & using stop losses 14:40 Equity outlook 21:10 Serica Energy plc 25:50Premier Foods 30:00 ME Group 33:15 PayPoint 36:30 Bloomsbury Publishing 41:05 Plus500 44:35 IG Group 45:45 NIOX 48:30 Halozyme, Inc. 51:35 Bioventix 53:10 Renew Holdings 58:10 Zegona Communications 62:15 Gamma Communications 66:50 Pollen Street Capital 69:45 Intermediate Capital Group 71:20 XPS Pensions 73:40 3 favourite ideas for 2025.

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 18 ideas on the following: 00:00 Impact of Trump’s tariffs on the markets 06:20 FANG/Mag7 stocks & Q1’25 portfolio performance 11:20 Argentex 18:40 Zotefoams 21:00 Could paradoxically tariffs provide a mini boost to the UK? 23:30 Spectra Systems 27:30 Creo Medical 30:40 Spire Healthcare 32:25 Xaar 35:55 Treatt 39:10 4Imprint 43:00 Big Technologies 48:20 James Halstead 51:25 Qinetiq 54:00 1Spatial 57:10 Distribution Finance Capital 1:03:40 CMC Markets 1:06:15 Victorian Plumbing 1:08:45 JD Sports 1:10:55 EKF Diagnostics 1:15:30 Volex #AGFX #SPSY #SPI #BIG #ZTF #TET #XAR #CREO #QQ. #FOUR #DFCH #CMCX #SPA #VIC #JFD #JD. #EKS #VLX