The Vox Markets Podcast

Charlie Chadd, CEO of lifestyle company Good Life Plus #GDLF explains how it achieved a near 50% jump in subscribers in the first four months of 2024, and how that customer growth is helping attract some of the UK's leading brands as partners and powering a virtuous circle of growth.

Russell Fryer of Critical Metals #CRTM talks to Vox’s Alastair Ford about the latest developments on the ground at the company’s Molulu copper project in the Democratic Republic of Congo. The road that connects the project to major infrastructure is now undergoing an overhaul, and the company is also enhancing its ESG activities in the region, following the construction of a school and other local amenities.  The plan now is to recommence drilling after a short preparatory period that will involve trenching, and in due course look to put JORC numbers around resource in the ground ahead of a resumption of production. However, the company already has stockpiles waiting for shipment, so once the road is ready, cashflow could start fairly quickly. Russell and Alastair also talk about Critical Metals’ wider strategic vision

In this interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners #FADL - take me through today's positive FY23 results (Sales up 10% LFL to $14.5m), 31% jump in ARR ($11.4m) & outlook. 00:00 What the company does, its key growth drivers & current demand 09:55 Financial highlights 15:25 Commercialisation strategy 24:15 Indicative FY’24 guidance Disclosure: Fadel Partners is a Vox Markets client

Jeremy Skillington, CEO of Poolbeg Pharma (POLB) talks Vox Markets through a landmark year that has seen the innovative biopharma company make huge strides progressing its treatments, opening up new markets, and strengthening its team - all whilst retaining its strong balance sheet thanks to disciplined capital allocation.

Watch on YouTube After last week's positive yearend trading update (re FY24 EBITDA almost doubling to £38m on sales up 44% to £225m) - CEO Sandy Chadha of FMCG products group Supreme #SUP took me thorough what's been driving the record results and upbeat outlook.

Watch on YouTube In today's edition of the show we look at some big-caps with interesting announcements (Anglo American, Sainsbury and Carnival) plus our usual trip through small-cap news including the likes of Record, Loungers and Brickability.

#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed: 00:00 His investment approach & portfolio performance YTD’24 05:15 Distinguishing between value plays and value traps. 10:10 Jupiter Fund Management 15:50 AJ Bell 19:30 Premier Miton 24:05 Ashmore 29:55 M Winkworth & Property Franchise Group 35:45 Lords Group Trading 39:40 Paypoint 45:15 Eleco 50:55 British American Tobacco and dividends vs stock buybacks 58:20 Supreme 62:30 888 Holdings and when to sell 70:25 Rank Group 75:00 CVS Group Disclosure : Graham owns #888 & #BATS, whilst I hold #PMI & #ELCO. #SUP, #ELCO, #LORD are Vox Markets clients.

In today's edition of Taking Stock we look at a few early-stage companies: Checkit and Skillcast. But we also review Focusrite, Vianet and several more! 1:25 #TUNE 10:10 #IBST 15:05 #EAH 18:40 #VNET 24:25 #CKT 32:40 #SKL 43:00 #TRI 47:20 #DEST 48:25 #ARB

In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK 1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return 4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK 6:32 Signs of economic recovery in the UK, including expanding services PMI 9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling 12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK 18:37 Why defence is a sector that investors can’t afford to ignore

Watch on YouTube In this interview, Vox Markets speaks to Tim Carrol and Sally McKone, CEO and CFO of Focusrite, about how they’ve steered the music technology group through a tough year which has seen them gain market share in the face of industry-wide supply chain challenges.