The Vox Markets Podcast

Vox Markets Podcast
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Jan 20, 2025 • 1h 7min

2021: The Exchange with Dr Paul Jourdan of Amati Global Investors

Watch on YouTube In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global Investors takes me through his view of the markets and latest thoughts on 19 stock ideas, including: 00:00 Outlook for 2025 08:00 Diaceutics 11:30 Creo Medical 16:30 IXICO 18:25 UK building products sector & Brickability Group 19:55 Tracsis 23:50 Cordel Group 25:55 essensys 29:20 Water Intelligence 30:50 Private medicine & Spire Healthcare Group plc 32:40 Windar Photonics A/S 34:50 Solid State 39:40 EnSilica 42:35 SRT Marine Systems plc 45:30 Ashtead Technology 48:35 Serica Energy plc 55:40 Greatland Gold 58:40 Hochschild Mining 1:01:45 STV Group plc 1:02:20 Two favourite stock ideas for 2025 – Feedback & Alpha Group International. Lastly, if anyone or any company would like to sponsor the Show (re naming rights), then please feel free to contact me here or via my email address paulhill@pmhcapital.com.
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Jan 17, 2025 • 1h 12min

2020: Small-Cap Investing with Paul Hill & Paul Scott

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Bond market relief as inflation falls 03:05 IG Design Group 11:45 Card Factory 15:45 JD Sports 19:50 Sosander 23:15 FD Technologies 25:55 Everyman Media 29:55 Facilities by ADF 34:55 UK housebuilders: Vistry, Persimmon Homes, Gleeson Homes & Taylor Wimpey 41:50 SRT Marine Systems 45:10 Fonix 47:30 Construction contractors – Galliford Try and Costain 52:30 Eagle Eye 56:25 Asset managers – Polar Capital, Premier Miton, Liontrust Asset Management 64:15  Spire Healthcare 67:45 PayPoint
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Jan 16, 2025 • 23min

2019: Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins

Watch on YouTube In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC – a global high-speed packaging and factory automation solutions group - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion plans
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Jan 16, 2025 • 9min

2018: Interview with Chief executive Thomas Abraham-James from Pulsar Helium

Pulsar Helium has successfully deepened its Jetstream #1 well in Minnesota, and increased the potential size of the helium resource there. A second drill is about to get underway, and a resource update is expected after that. Chief executive Thomas Abraham-James joins to tell us more.
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Jan 15, 2025 • 1h 9min

2017: The Exchange with Christopher Mills of Harwood Capital

Watch on YouTube In this investing masterclass, UK small/midcap fund manager Christopher Mills of Harwood Capital takes me through his view of the markets and latest thoughts on 18 stock ideas, including: 00:00 Outlook for 2025  04:35 Closing #NAS’s and #OIG’s investment trust discounts 09:10 Spire Healthcare 13:25 Optima Health 16:35 EKF Diagnostics  20:00 NIOX 22:25 Pinewood Technologies 26:00 Tribal Group 30:00 TP ICAP 33:00 Avingtrans 36:40 Facilities by ADF 39:40 Trifast 42:10 PayPoint 45:10 Polar Capital 47:15 AssetCo 49:40 Frenkel Topping  55:10 NCC Group  57:55 Restore 60:00 Real Estate Investors  61:40 Hargreaves Services 66:35: Best stock idea for 2025
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Jan 15, 2025 • 23min

2016: Q&A with Finseta CEO James Hickman & CFO Judy Happe

Watch on YouTube In this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist foreign exchange &  international payments platform - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion strategy.
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Jan 14, 2025 • 13min

2015: Q&A with CleanTech Lithium's Chairman, Steve Kesler

Watch on YouTube CleanTech #CTL has announced the production of a very high purity lithium carbonate at its partner's processing plant in Chicago. Company chairman Steve Kesler joins to tell us what it all means
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Jan 13, 2025 • 10min

2013: Interview with Pulsar Helium's Chief Executive, Thomas Abraham-James

Drilling has recommenced at Pulsar Helium's Topaz project in Minnesota. In addition, a fundraising is underway which should take the company to a point where it can make a final investment decision. Pulsar's chief executive Thomas Abraham-James joins us to tell us more
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Jan 10, 2025 • 1h 11min

2014: Small-Cap Investing with Paul Hill & Paul Scott

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Retailer Xmas trading updates 04:15 B&M Retail stores 05:50 Reason for jump in bond yields, beneficiaries of higher volatility and  Argentex (13:25) 14:20 Paul’s buys/sells this week and Smarttech247 15:25 Intercede 17:50 4imprint 20:40 Greatland Gold 23:05 Anpario plc 27:45 Clarksons 30:00 Dotdigital Group and GetBusy plc 34:00 Topps Tiles 38:25 Pinewood Technologies 42:55 Big Technologies / Buddi 48:55 H&T Group plc 52:25 Alliance Pharma and Venture Life 53:45 Team Internet 55:25Van Elle 57:35 Filtronic 58:45 Foresight Group 1:01:05 REACT Group 1:02:05 Legal & General 1:04:25 REITS #BME #AGFX #S247 #IGP #FOUR #GGP #ANP #CKN #DOTD #GETB #TPT #PINE #BIG #HAT #APH #VLG #TIG #VANL #FTC #FSG #REAT
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Jan 10, 2025 • 11min

2013: Interview with Ben Thompson from Mortgage Advice bureau

In this follow up interview, with Ben Thompson, CEO of Mortgage Advice Bureau, Ben  addresses share price volatility and how MAB keeps investors focused on long-term value. He explains why MAB is better compared to fintech platforms than traditional mortgage firms and reveals how the company is staying ahead of regulatory changes while protecting profitability. A must-watch for investors!

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