The Vox Markets Podcast

Watch on YouTube In this investing masterclass, I was delighted again to speak to legendary UK small/midcap fund managers Christopher and Nicholas (Nick) Mills of harwoodcapital – including: 00:00 Investment approach, Nick’s background & fund performance 07:15 NIOX 11:05 Pinewood Technologies 14:35 EKFdiagnostics 16:50 Trifast 22:40 Carr's Group  26:35 Hargreaves Services 33:25 Key USPs of Harwood Capital 36:20 Renalytix & VericiDx 38:50 Animalcare 43:00 Spire Healthcare 46:35 Best way to learn about stock picking 52:05 Avingtrans  54:25 Investing in Harwood Capital, Restore & upcoming investor event 59:30 Tribal Group 1:04:15 PayPoint 1:08:25 Elementis  1:10:35 Avoiding lifestyle businesses 1:12:00 Outlook for equities #NIOX #PINE #TRI #CARR #ANCR #HSP #EKF #RENX #VRCI #SPI #TRB #AVG #RST #PAY #ELM Disclosure: #AVG & #VRCI are Vox Markets clients

More encouraging results from CleanTech Lithium, as grades and recoveries continue from its DLE project in Chile to hold up well, real progress is being made with the pilot plant in Chicago, and conversations with potential off-take partners look well set up. As the company moves towards completion of a pre-feasibility study, Steve Kesler joins us to give us the full rundown.

Watch on YouTube On this morning’s Vox Markets Exchange, I was delighted again to speak to accomplished investor Roland Head of Stockopedia including: 00:00 His investment approach, YTD returns & the outlook for equities 08:00 Burberry 13:40 Duke Capital 15:40 Serica Energy 20:45 James Halstead 25:30 Renold 27:20 Page group 30:50 The Property Franchise Group 33:15 PayPoint 38:30 RWS 45:05 UK brickmakers & Michelmersh Brick 47:30 RS Group 53:00 Assura & BATS 54:30 UK building products sector, Eurocell &Somero 60:15 Potential global supply chain disruption if #Trump wins the US Presidential election 62:55 Renewables Infrastructure Group 68:10 City of London Investment Group 71:35 Stocks Roland has been selling

Watch on YouTube Following on from a recent sector report from Vox Markets, i3 Energy's #I3E Majid Shafiq joins us to take a deeper dive into the company's extensive ESG activities, as well as to talk about the wider market in North American natural gas and the company's outlook for the rest of the current year and on into 2025.

Vox Markets speaks with hVIVO #HVO CEO Yamin 'Mo' Khan about the company's record-breaking first half of 2024. Yamin details their impressive achievement of £35.6 million in revenue, marking a 31% increase from the previous year, and an EBITDA margin of 24%. He also highlights the successful operation of three facilities, including their new state-of-the-art quarantine facility in Canary Wharf.

Watch on YouTube Some useful looking sample results from European Green Transition's Olserum rare earths project today. Aiden Lavelle joins us to talk about the implications, and the company's plans to get drilling in the near-term

Gunsynd's Hamish Harris joins us to talk about the company's latest additions to its portfolio in the copper and uranium spaces, as well as to update on the latest from other assets the company owns and the exit from the Metals One farm-in.

Cobra Resources has a rare earths project in Australia that looks likely to be of a high enough quality and cheap enough to operate to challenge the Chinese stranglehold on the market. What's more, the proposed method of production is in-situ leach, which means no actual earth moving will occur, and the environmental footprint will be correspondingly small. Rupert Verco joins to tell us more.

More progress on the ground from Metals One in Finland, as the latest results from its Black Schist nickel project come in. The company's resource base has been considerably enhanced, and it is now moving to complete a preliminary economic assessment by the end of the year. Here, with all the details, is CEO Jonathan Owen.

Watch on YouTube In this interview, CEO Sara Barrington of Verici DX – an advanced medical diagnostics firm focusing on the global kidney transplant market - takes me through today’s strong H1’24 results and multiple value catalysts ahead for the business. 00:00 Recap of #VRCI’s unique technology and USPs 05:30 Ground breaking licensing deal with Thermo Fisher Scientific. 09:35 Commercialisation of Tutivia & Protega validation test 17:00 Services, placing, cash runway & outlook Disclosure: Verici is a Vox Markets client