The Vox Markets Podcast

In this episode, powered by ai, we explore Avingtrans' 2024 annual report. We break down their "Pinpoint, Invest, Exit" (PIE) strategy, record-breaking revenue, and why profits took a dip. With a booming energy division and bold investments in next-gen medical imaging, like helium-free MRI machines, we discuss whether Avingtrans has struck the right balance between stability and high-risk innovation. Tune in for insights into a company pushing boundaries and playing the long game

Watch on YouTube Metal's One #MET1 CEO Jonathan Owen gives an update on all the latest from the company's Scandinavian portfolio of critical minerals assets, and provides an overview of where these projects fit into the wider European and global economy.

Matt Timmins, joint CEO of Fintel, discusses strong financial growth, driven by acquisitions and fintech investments. Fintel's focus includes building a connected platform for intermediaries, expanding their customer base, and launching Matrix 360, a product comparison tool. Looking ahead, they aim to reduce debt and grow SaaS revenue.

In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies

Watch on YouTube In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago. Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/cost synergies and how the transactions are being funded. Disclosure: MPAC is a Vox Markets client.

Watch on YouTube In this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including: 00:00 What the company does, its key USPs and current demand picture 06:00 Financial highlights, improving gross margins and strong cash generation 10:45 M&A, efficiency and new product development opportunities 16:00 Outlook and longer term vision #VLG is a Vox Markets client.

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including: 00:00 Her approach to investing & outlook for UK equities 08:45 Eagle Eye Solutions 12:50 1Spatial 15:45 EKF Diagnostics & Argentex 17:20 Tracsis 23:05 Fonix Mobile 27:50 Cohort 30:10 Learning points from 2 past losses 34:00 Avingtrans 39:45 Equals 42:15 hVIVO 48:10 H&T 52:15 What to do when shares drop on good news 53:20 How to identify value traps 55:05 Facilities by ADF 58:40 Flowtech Fluidpower 1:00:05 Kitwave 1:02:40 Synectics 1:05:00 Current share most excited about, recent sales & final key messages #EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX

Lord Ashbourne, analyst with Edison, talks about his recent research note on  Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.

CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader context in which the company is operating in.

In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including: 00:00 What the company does, its USPs & key growth drivers 09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world 17:40 Financial highlights 30:30 Contingency plans for Beirut office 35:55 Future newsflow, lifting the stock's REG-S status & key summary messages  Disclosure: Fadel Partners is a Vox Markets client