The Vox Markets Podcast

Christopher von Jako of Polarean #POLX gives an overview of the two new posts they have appointed today and last week for Dr. Chase Hall and Alan Huang, and how they will be playing in Polarean’s development.

Vox Markets sits down with Richard Harpham, CEO of XP Factory, to discuss the company's impressive recent growth and financial performance. Richard shares insights into the key drivers behind the doubling of group revenue, the strategic decisions fueling EBITDA growth, and the careful balance between expansion and maintaining operational excellence. They also delve into the challenges of scaling, the future of consumer demand, and the strategic role of franchising versus owner-operated models.

In this Vox Markets interview, Raja Abuljebain, CEO of Essentially Group, discusses the growth of the company’s cold-pressed juice brand in the UAE. He explains how their High Pressure Processing (HPP) technology has extended product shelf life and details a recent collaboration with Sacred Glow to launch collagen-infused functional beverages. Raja also mentions the acquisition of BLF and outlines plans for regional expansion, underscoring Essentially’s dedication to delivering high-quality, health-focused products.

Watch on YouTube On today's Exchange, I was delighted again to speak to super smart stock picker Richard Crow  – including: 00:00 Investment approach & hat he looks for in turnarounds 08:00 Equity outlook & why he’s gone to 80% cash 20:20 Card Factory 23:40 Is the unwinding of the Yen carry trade a sell signal? 25:50 CMC Markets 30:50 Avon Technologies 34:25 Capita & recent CFO buying 41:05 Creightons 46:30 Carclo 54:45 MPAC 59:15 Reach 63:25 Kier 66:55 Luceco & Dialight 71:05 Beeks Financial 74:30 Marks & Spencer #CMCX #FCH  #MPAC #LUCE #LIE #BEEK #RCH #CPI #AVON #CAR #CARD #CRL #LUCE #DIA #MKS

Watch on YouTube In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes Vox through what the significance of recent $1.5m contract win and current demand picture across the sector & update on turnaround strategy

Georgina Energy is on the hunt for significant helium showings on its Australian asset base, and while it's still early in the process, previous operators have provided plenty of information to go on. Here to tell us more about what's on offer is Zac Phillips, an oil and gas advisor for Oak Securities

Big news from CleanTech Lithium today: an ambitious fundraising and an Australian listing. Steve Kesler joins us to give us all the details, and also to update us on progress on the ground in Chile and with the company's direct lithium extraction

In this masterclass of investing, UK small/midcap fund manager Paul Jourdan of Amati Global Investors takes Paul Hill through 17 stock ideas, including: 00:00 His approach to investing 06:25 Impact from potential UK government changes to IHT 10:20 Great Portland Estates  13:35 Boku  16:40 Alpha Group International 21:20 QinetiQ  25:00 AJ Bell 28:40 Trainline  33:45 Tracsis 35:55 Vistry Group 39:10 The Property Franchise Group  42:30 Solid State 45:20 Aurrigo International 48:10 Minimum marketcap threshold 51:40 YouGov 58:05 Learning Technologies Group 63:55 Kooth Digital Health 67:00 Intelligent Ultrasound 69:55 Franchise Brands plc 73:50 FRP Advisory 75:15 Outlook for smallcaps #GPE #BOKU #ALPH #QQ #AJB #TRN #TRCS #VTY #TPFG #SOLI #AURR #KOO #YOU #IUG #LTG #FRAN #FRP

Plenty of news out from Metals One over the past week or so, First, the company has hired Wardell Armstrong to undertake a preliminary economic assessment for its Black Schist project in Finland. In addition, drilling has now commenced at the Rana project in Norway, under the auspices of Metals One's partner Kingsrose Mining. New research on the company from Edison is also due out on the company in the autumn. So plenty going on, and here to flesh it out is Jonathan Owen.

In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas