The Vox Markets Podcast

Vox Markets Podcast
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May 15, 2024 • 16min

1884: Q&A with MPAC CEO Adam Holland

In this interview, CEO Adam Holland of MPAC takes Vox through today’s ‘in line’ trading update, current demand picture & longer term strategic opportunity for this specialist high speed packaging & automation solutions group.
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May 15, 2024 • 28min

1883: Q&A with Lords Group Trading CEO, Shanker Patel & CFO Chris Day

Watch on YouTube Following today’s ‘in line’ FY’23 results, CEO Shanker Patel & CFO Chris Day of  Lords Group Trading  (LORD ) - a specialist UK builders merchant & heating/plumbing products distributor – take me through: 00:00 State of the market & Lord’s key USPs. 07:15 Financial highlights & key messages 12:30 Group’s response to tougher macro conditions 18:05 Industry shift to heat pumps 23:30 Outlook for next 12-24 months
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May 14, 2024 • 11min

1882: Interview with Steve Kesler, Chairman of CleanTech Lithium

CleanTech Lithium is leading the way when it comes to the Direct Lithium Extraction process, and here, following an announcement that caused the shares to jump significantly, chairman Steve Kesler talks us through what it all means, as well as commenting on the lithium price and the company’s future plans.
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May 14, 2024 • 12min

1881: NetScientific Q&A: "we're right in the middle of the action of venture capital"

Watch on YouTube Vox Markets speaks to Dr Ilian Iliev, CEO of deep tech investor NetScientific, about the transformational acquisition of Martlet Capital, a deal which doubles its assets under management and deepens its connections into Cambridge's world-leading innovation hotspot, Silicon Fen.
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May 10, 2024 • 25min

1880: Sceptred Isle: Are English Local Elections an Extinction Level Event for Tories?

England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss. 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 10, 2024 • 1h 20min

1879: The Exchange with John Hughman

On today's live Exchange show, I was delighted to speak to accomplished investor John Hughman of Vox Markets – including: 00:00 His approach to investing & YTD performance 04:45 New Vox Markets stock picking service 05:45 XP Factory  09:15 Loungers  15:50 Future Plc 21:00 Journeo 25:40 Argentex Group 28:15 Cornerstone FS 30:40 Assessing the quality of management 35:15 Crossword Cybersecurity 39:50 Facilities by ADF 45:00 AVacta 47:55 Hargreaves Lansdown 53:15 Yü Group 56:45 Fadel Partners 59:55 Vistry 63:40 Marstons  66:30 Chrysalis Investments 68:25 Life Science REIT  72:20 Fintel  76:15 Van Elle #XPF #LGRS #FUTR #JNEO #AGFX #CSFS #CCS #ADF #AVCT #HL. #YU. #FADL #VTY #MARS #CHRY #LABS #FNTL #VANL
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May 8, 2024 • 11min

1878: Light Science Technologies Results Q&A: “We’ve had a record-breaking year”

Watch on YouTube Vox Markets speaks to Simon Deacon, CEO of Light Science Technologies #LST, about a year which has seen rapid revenue growth and judicious cost management move the controlled environment agriculture and passive fire protection specialist move close to self-financing growth as it eyes global expansion. 0:28 The £100bn market opportunity for LST’s three divisions – contract electronics manufacturing, controlled environment agriculture CEA), and passive fire protection. 3:07 Highlights of the FY24 results, including 13.8% revenue growth, improved margins and positive operating cash flow, and the importance of acquisitions made throughout the year. 5:39 The experience added through recent board additions. 6:45 The importance of synergies between the three operating divisions, and the creation of a turnkey solution for controlled environment agriculture. 10:55 Plans to scale up the business, including the use of strategic partnerships and distribution to grow the CEA business internationally. 13:44 How recent fundraisings and an enhanced bank facility will fund ambitious growth plans with a plan to become self-funding. 15:01 Describing the uniqueness of LST’s technologies.
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May 8, 2024 • 25min

1877: Q&A with Cornerstone FS CEO James Hickman & CFO Judy Happe

In this interview, CEO James Hickman and CFO Judy Happe of Cornerstone FS #CSFS (soon to be renamed as Finseta) take me through today's excellent FY23 results - reporting adjusted EBITDA of £1.7m on sales up 100% LFL to £9.6m. Including 00:00 What the company does and its key growth drivers 06:15 Financial highlights 12:00 Commercialisation strategy (re international expansion, rebranding & new services) 20:00 Indicative FY’24 outlook Disclosure: Cornerstone FS is a Vox Markets client
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May 3, 2024 • 7min

1876: Q&A with Atlantic Lithium Executive Chairman, Neil Herbert

Atlantic Lithium Limited (ALL) has secured approval to list its shares on the Ghana Stock Exchange (GSE), becoming the first near-term lithium producer with an in-country asset to do so. The flagship project, Ewoyaa, received a Mining Lease in October 2023 and attracted investment from Ghana's mineral sovereign wealth fund (MIIF) in January 2024. A GSE listing offers Ghanaians the chance to invest in the country's vital sector. ALL aims to break ground at Ewoyaa later this year, contributing to the growing global demand for electric vehicles.
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May 1, 2024 • 22min

1875: Episode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter?

Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have?  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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