The Vox Markets Podcast

Vox Markets Podcast
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May 23, 2024 • 21min

1882: Crossword Cybersecurity Q&A: "We're moving up the value chain"

Vox Markets speaks to Crossword Cyberscurity's group managing director and CEO designate Stuart Jubb, about the rationale for the company's orderly management reshuffle, and the reputation that the company is building as a go-to partner for companies looking to manage increasingly potent cybersecurity risks.
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May 23, 2024 • 8min

1882: Q&A with European Green Transition Co-Founder, Cathal Friel

European Green Transition has struck a new deal this morning, highlighting that it’s not only mining - or even primarily mining - that the company is about. This time, the transaction relates to peat in Ireland, and the carbon credits involved could well generate the company significant income in the near-term. Cathal Friel, one of European Green Transitions founders and a major investor, joins us to tell us more
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May 22, 2024 • 19min

1891: Q&A with Oncimmune CEO, Martin Gouldstone

In this interview, CEO Martin Gouldstone of Oncimmune #ONC - a leading life sciences firm offering autoantibody profiling services to the Biopharma & CROs industries – takes me through : 00:00 What the company does and the future growth in precision medicine 07:20 New application area in human longevity/ageing 10:25 Current client demand 12:00 Update on ONC’s commercialisation/turnaround strategy 13:25 Outlook & goals for FY25 16:15 Cash runway ahead
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May 22, 2024 • 26min

1890: Reasons to be cheerful- the UK is not so bad

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.
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May 21, 2024 • 6min

1889: B90 Holdings Q&A: "We are focusing very hard on the massive opportunity the 2024 sports calendar offers us"

Vox Markets speaks to Ronny Breivik, executive chairman of B2B gaming platform provider B90, about how new marketing deals signed by key affiliate partner Oddsen.nu lay a solid foundation for significant global expansion ahead of a busy year on the sporting calendar.
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May 20, 2024 • 11min

1888: Rogue Baron Q&A: "We stick to areas where we think we've got a competitive advantage"

Vox Markets speaks to Hamish Harris, executive director of Aquis-listed spirits investor Rogue Baron, about the valuation potential indicated by recent third-party investment into its Shinju Japanese whisky subsidiary, why George Clooney means good news for its tequila assets, and how its strategy to focus on the ultra-premium spirits category could deliver major upside for investors.
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May 20, 2024 • 1h 22min

1882: Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management

On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management  On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including: 00:00 His approach to investing & YTD performance 02:40 Why no exposure to UK banks? 04:15 Smith+Nephew 09:45 Haleon 14:00 Unilever 22:00 Hargreaves Lansdown 27:35 Diageo 34:05 Smiths Group plc  40:40 Anglo American 45:50 Whitbread  51:45 SSP Group plc 55:05 National Grid  59:40 Ashtead Group Plc 65:00 IMI  67:50 LSEG (London Stock Exchange Group) & valuation 76:55 Conduit Holdings
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May 17, 2024 • 1h 19min

1887: The Exchange with Neil Shah

On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including: 00:00 His approach to investing & YTD performance 07:30 Burberry 12:45 AO World 19:45 YouGov 23:20 Mpac Group  27:55 GlobalData Plc 33:30 Equals Money 35:25 Kainos 38:40 Softcat plc 42:00 Any other possible takeover M&A targets? 43:50 Lords Group Trading 50:00 Renew Holdings plc 54:10 Mitie 58:40 Warpaint Cosmetics 60:25 Plus500™ 64:15 Victrex 70:00 Rolls-Royce & Rightmove 73:30 Outlook for equities Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.
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May 16, 2024 • 8min

1886: Q&A with B90 Holdings: "we have built a platform that can be scaled"

Watch it on YouTube Vox Markets speaks to Ronny Breivik, executive chairman of gaming technology specialist B90 Holdings, about a transformative year for the company which has seen it complete a strategic transition to a profitable B2B service provider.
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May 15, 2024 • 3min

1885: Q&A with European Green Transition CEO, Aiden Lavelle

Watch on YouTube European Green Transition #EGT put out an attractive set of sampling results from its Olserum rare earths project in Sweden. Aiden Lavelle talks us through the results themselves, the implications and the next steps, including plans for an upcoming drilling programme and ways of monetising the project.

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