

The Vox Markets Podcast
Vox Markets Podcast
Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
Episodes
Mentioned books

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.

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

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

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.

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.

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.

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

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.

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.

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.


