The Vox Markets Podcast

With on YouTube On this morning’s Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of  Premier Miton– including: 00:00 Investment approach & outlook for equities. 05:15 Yü Group PLC  07:30 Zephyr Energy 10:25 Supreme 12:35 Elecosoft 15:10 Inspiration Healthcare 18:40 Galliford Try 21:10 Lords GroupTrading 23:20 CMC Markets 26:50 CML Microsystems 29:55 Cyan Connode 34:45 Re-patriating money from frontier markets 36:30 Invinity Energy 39:35 Journeo 40:50 Concurrent Technologies 43:15 Sectors that may underperform  45:40 Thoughts on M&A, delisting and IPO activity

On this morning’s VOX markets live Exchange, I was delighted again to speak to influential stock trader Michael Taylor of Shifting Shares – including: 00:00 Investment approach & how his portfolio has fared. 03:50 Equals 07:40 PCIPAL 13:10 finseta 16:15 Avacta 19:20 Intercede My ID 23:55 WaterIntel PLC 26:00 Supreme PLC 28:20 Science in Sport  32:30 Frontier Developments 34:25 Brave Bison IO 36:35 Filtronic 39:45 Financial Sol 42:00 Capita 45:05 Mpac Group plc 47:35 Will England win the Euros on Sunday night?

Bob Holt, Chairman of EARNZ plc provides insights into his professional journey, elaborates on the company's vision, discusses industry trends, and highlights EARNZ's innovative strategies.

Watch on YouTube In this investing masterclass, I was delighted again to speak to accomplished fund manager Sid Lall of Canaccord – including: 00:00 His investment approach, thoughts on the markets & how the Marlborough Multi Cap Income fund has fared. 07:10 Sectors which may benefit from Labour’s election win. 08:35 Morgan Sindall 12:55 Hargreaves Services 15:50 Games Workshop 19:25 Bloomsbury Publishing 22:50 Kitwave 26:25 Midwich 28:55 Pets at Home. 33:00 Telecom Plus 37:15 Liontrust Asset management. 42:00 Paragon Banking 44:20 Recent top-slicing/exits: Marks & Spencer, Bank of Georgia and Shoezone

Watch on YouTube In this interview, CEO James Hickman of Finseta #FIN – an international payments platform - takes me through the business’ strong H1’24 trading, increasing profit margins, outlook for the rest of 2024 and longer term expansion strategy.

In this upbeat interview, joint CEO Matt Timmins of Fintel takes me through the strategic rationale behind this week's £14.6m acquisition of threesixty, how the deal fits into the wider group, and where the business hopes to be in 5 years' time.

On this morning’s Exchange, I was delighted again to speak to accomplished investor & ex fund manager Iain Staples – including: 00:00 Investment approach & how his portfolio has fared. 03:55 @equals__money 08:25 @Chemring_Group, Cohort & defence 12:10 @DiageoGB 15:30 @CMCMarkets 18:50 @FundingCircleUK 22:05 IG Design Group 26:35 @SandersnDesign 29:20 @JDSports 31:45 @IGcom 32:55 Sirius Real Estate  37:05 MP Evans Group 39:35 @FRP_Advisory 42:00 Water Intelligence 43:30 discoverIE Group 48:00 The Property Franchise Group 49:45  FonixMobile  52:00 @SupremePLC  56:40 Identifying possible takeover target & H2 investment strategy #IGG #SUP #FRP #FNX #DSCV #WATR #TPFG

Vox Markets speaks to Tom Clayton and Daud Khan, CEO and CFO of newly Aquis floated IntelliAM AI, about the huge opportunity delivering innovative machine learning solutions for the FMCG manufacturing industry. In this interview, Vox Markets speaks with Tom Clayton and Daud Khan, respectively CEO and CFO of newly Aquis-listed IntelliAM AI, which develops machine learning technologies for the manufacturing industry. With over a decade of experience and relationships with major global food and beverage companies, IntelliAM AI’s technology helps its customers boost productivity by reducing waste, enhancing runtime efficiencies, and supporting ESG targets. IntelliAM AI's long history as a consulting business offering engineering asset management solutions puts it in a strong position to incorporate AI into solutions that can be rolled out widely, and tap into a multi-billion market opportunity in an industry point where even the smallest savings matter. The company's platform integrates various data points to provide much deeper insights than existing sensor-driven approaches, helping its customers improving operational stability and reliability. In the year to March 2024, the company generated £2.8 million in revenues and was profitable, with projections to grow sales to £4 million by March 2025 and further expansion anticipated. The unique combination of industrial engineering expertise and software development at IntelliAM provides a significant competitive advantage, allowing it to deliver comprehensive, bespoke AI solutions. The company's listing should help accelerate growth, leveraging the credibility and capital from the public market to expand its reach and providing capital to enhance its AI-enabled offerings.

In this masterclass of smallcap investing, I was delighted again to speak to accomplished fund manager Richard Staveley of Harwood Capital – including: 00:00 His investment approach & how the Rockwood Strategic portfolio has fared. 03:51 Capita 10:22 Filtronic 17:32 Trifast 23:01 Pressure Technologies 29:46 RM 36:28 Funding Circle 42:13 Argentex 50:14 Hostmore 58:57 Young & Co.'s Brewery #RKW #CPI #FTC #TRI #PRES #RM. #FCH #AGFX #MORE #YNGN

Watch on YouTube In this interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme take me through today's record March FY24 results, positive start to the new year and attractive long term vision for the group.