The Vox Markets Podcast

OAK Securities has set a price target of 93p for shares in Helix Exploration, based in large part on the accretive value of the new helium acquisition, Rudyard. We spoke to Oak's Dr Zac Phillips about why he set a valuation on Rudyard of US$85m, about what the opportunities in helium in general are, and about the key value drivers that investors should be looking out for.

In this terrific interview, CEO Sandy Chadha of Supreme takes me through the strategic logic behind today's exciting £15m acquisition of soft drinks manufacturer Clearly Drinks.

Klaus Eckhof of Rome Resources joins us as the DRC-focused tin company readies itself for its Aim listing. Ahead of the planned reversal into Pathfinder Resources, due to complete in a matter of weeks, Oak Securities has agreed to provide £100,000 in immediate funding to allow work on the ground to get underway immediately. Overall, Oak says it has expressions of interest for a total raise of around £4m, and it’s not hard to see why – the tin price is set to rise, and the tin grades that Rome Resources has already shown have been some of the highest in the world.

In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Dowgate – including: 00:00 His investment approach & how the portfolio has fared. 04:45 Possible impact of the UK general election 06:33 Transense Technologies 10:42  MPAC 15:42 Windward 22:41 Team17 26:35 CT Automotive 30:47 Springfield properties 35:22 Speedy Hire 37:46 Aquis Exchange 42:05 IG Group and CMC Markets  46:17 Liontrust Asset management. 48:44 National World 50:53 Smiths news 55:06 Angling Direct 61:03 Vianet #ONWD #TRT #MPAC #WNWD #TM17 #CTA #SPR #SDY #AQX #IGG #CMCX #LIO #NWOR #SNWS #ANG #VNET

On today's Exchange, I was delighted to speak to accomplished investor Leon Boros – including: 00:00 His long term portfolio returns. 01:25 Possible market impact of the UK general election. 04:20 Journeo plc 07:20 Hargreaves Lansdown 13:45 AJ Bell Investcentre 16:25 Spectra Systems Corporation 22:05 Barclays 29:40 M&G plc 33:10 Legal & General 36:10 Bioventix & running winners 44:35 Novo Nordisk 50:20 Equals Money 61:55 Card Factory 62:50 Him & Hers 64:30 Advanced ADVT 69:50 Finseta Lastly apologies  - the broadband went down right at the start & the first 5 mins of the program wasn't recorded. Disclosure: Equals Money & Finseta are Vox Markets clients.

Vox Markets talks to Dr Ilian Iliev, CEO of deep tech and life sciences investor NetScientific, about a milestone year for the group which saw it break through the £100m AUM barrier.

Live today on Vox Markets, I was delighted again to speak to accomplished fund manager Alexandra Jackson of Rathbones Group Plc – including: 00:00 Her investment style & how returns have fared YTD’24. 05:05 Keywords Studios 06:50 Team17 Digital  10:10 Possible market impact of the UK general election 13:10 Volution Group plc  16:15 Treatt  21:00 Boku 24:50 Fever-Tree 30:30 SSP Group plc 33:05 FDM Group 36:45 Bytes Technology 39:40 GBG Plc 43:40 Molten Ventures 47:10 Future  52:00 Advanced Medical Solutions 55:50 Bloomsbury Publishing Plc 60:35 AB Dynamics 67:05 Dowlais Group plc 70:00 Oxford Instruments  #KWS #TM17 #FAN #TET #FEVR #SSPG #FDM #BYIT #MVCT #GBG #BOKU #AMS #BMY #FUTR #ABDP #DWL #OXIG

Watch on YouTube New London IPO Fairview International aims to transform private education through affordable, high-quality learning experiences, backed by cutting-edge research and a strong commitment to the International Baccalaureate. Vox speak to Dr. Vincent Chian, its Head of Business Development

Live on today's Vox Markets Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:00 His investment approach & YTD’24 returns 07:10 Possible market impact of the UK general election 13:50 CMC Markets 20:20 Funding Circle UK 28:25 TP ICAP 32:05 Liontrust Asset Management PLC 34:15 Reliability of a ‘Bowl’ chart 38:10 Halfords 41:35 RBG Holdings plc 45:20 Synthomer 55:30 Zotefoams 63:20 Warpaint Cosmetics 67:55 Mpac Group  73:45 Greencore 80:20 IG Design Group Plc 84:35 Luceco Group 90:35 Filtronic #CMCX #FCH #TCAP #LIO #MPAC #GNC #IGR h#LUCE #SYNT #W7L #ZTF #RBGP #HFD #FTC

Aiden Lavelle joins to talk us through the latest news from the Olserum project in Scandinavia, and in particular the implications of the increased strike length and newly discovered structure there. He also talks about what it means for the upcoming drill programme, and how potential partners might be looking at the project now, in the light of the recent developments.