The Vox Markets Podcast

Fintel CEO Matt Timmins reported strong half-year results with revenues up 19% and EBITDA up 17%. He highlighted growth in recurring SaaS revenues, the streamlined two-division structure, and successful integration of acquisitions.

Howard McLaughlin, interim chief executive of Mosman Oil & Gas, joins Vox for an update, following the release of a new independent consultant's report on its Sagebrush helium project in the USA. Significant helium is confirmed at Sagebrush, as well as substantial showings of natural gas and carbon dioxide. The potential dollar valuation of the project far exceeds the company's current market capitalisation, notwithstanding the recent share price surge.

Watch on YouTube #PCIP #SPI #BGO #EYE #PETS #ELCO #BIG #W7L #PZC #SUP #MCB #PGH #ADF #TMG #TEN #BRCK #ELM #JUP In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Key macro takeaways from past 7 days 03:10 PCI-PAL 08:50 Spire Healthcare 11:10 Bango 17:05 Pets at home 20:50 Warpaint 24:25 Eagle Eye 30:40 PZ Cussons 35:15 Big Technologies 39:00 The Mission Group 45:05 Eleco 49:55 Brickability 51:10 Personal Group 55:50 Ten Lifestyle 58:35 McBride 61:10 Elementis 63:50 Facilities of ADF 66:50 Supreme 69:20 Jupiter Fund Management Back in a fortnight for the next smallcap show.

Watch on YouTube Rome Resources #RMR chief executive Paul Barrett joins Vox to talk about the implications of the latest set of assay results from the Mont Agoma tin project in the Democratic Republic of Congo. A maiden resource is due by the end of this month, and the consistent high grades the company has been hitting ought to make for good reading inside a formal report, especially as the tin price is so high at the moment

Vox Markets speaks with John Shaw, CEO of Itaconix, on the company’s record half-year results. John outlines the drivers behind growth, progress across Performance Ingredients, SPARX™, and the outlook for profitability

Following today’s strong and in line H1’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the Financial highlights, Current demand picture and industry growth drivers.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 11 stock ideas. 00:00 Recent buys or sells. Eagle Eye & Warpaint 01:30 Warpaint 12:20 Treatt 19:40 Shield Therapeutics 27:55 Trainline 32:20 Gulf Marine Services 38:20 Flowtech Fluidpower 40:30 Usefulness of ‘Bowl’ formations on share charts 44:30 PCI-PAL 50:50 Distribution Finance Capital Holdings 55:40 Lords Group Trading 59:10 Impact of 26th Nov Budget 1:04:20 Carclo 1:06:45 Capita #EYE #W7L #TET #STX #TRN #GMS #FLO #PCIP #DFCH #LORD #CAR #CPI

Watch on YouTube In this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s H1’25 results with LFL sales rising 16% to £5.9m. 00:00 Summary of 1st half performance 04:25 Financial highlights 08:45 Update on new products and overall expansion 14:00 Cashflow & FY’25 outlook 19:30 Closing remarks

In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 14 stock ideas. 00:00 Equity outlook and  ONWD’s alpha generating investment strategy. 08:00 REACT 10:40 Springfield Properties & UK housing market 17:05 Venture Life 20:45 Celebrus Technologies 26:10 Synectics 31:35 Pebble Beach Systems 38:50 Alumasc 45:10 MPAC 50:55 Angling Direct 58:50 The Mission Group 62:20 Light Science Technologies 1:02:10 Likewise 1:08:50 Favourite stock ideas for next 12 months: LST and AudioBoom

Resourcing Tomorrow is London's major mining event. It takes place every year at the beginning of December, and draws industry professionals and investors in from around the world. This year's event looks to be a lively one, as the mining sector looks likely to be more buoyant than it has been for several years, with gold riding high and resource nationalism increasingly in the headlines. Resourcing Tomorrow's Divisional Director Andrew Thake joins Vox to talk about what we can expect this year, and to explain how the event sits inside the wider series of events known as London Mining Week