The Vox Markets Podcast

Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago. 0:36 How overexposure to commodities hit performance in 2023 4:21 The improving performance since October, and signs of life in the UK market 7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV 11:49 Improving the quality of the portfolio, via new holdings including such as  Jet2 and 4imprint 14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach 18:36 Why room for expansion means Greggs shares are attractive at their current valuation. 21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications. 24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach. 27:35 How John introduces and scales new positions in the portfolio.

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. Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why?  Link to Podcasts: 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.

In a discussion with Alastair Ford, Finance Director Amanda Harsas provides insights into Atlantic Lithium's consistent advancement at its primary Ewoyaa lithium project in Ghana, highlighting community backing, exploration strides, and strategic corporate actions aimed at accelerating project advancement and securing financial backing.

In today's edition of Taking Stock we have plenty of news to cover including several positive company-specific announcements to explore. The positivity is dampened only by slight concern in the tourism (JET2) and construction (BREE) sectors.

Vox Markets speaks to Tom Ilube and Stuart Jubb, CEO and group MD of fast-growing cybersecurity company Crossword (CCS), about how a transition towards recurring software sales, effective cross-selling, prudent international expansion, along with tight cost management is set to deliver profitability in 2024 as the threat from generative AI-driven cybercrime offers new avenues of growth.

In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of  Eleco #ELCO take Vox Markets through highlights from today's positive 2023 results & SaaS transition. What this leading Buildtech software developer does, its main USPs and the current health of the market. Highlights from today's positive 2023 results & SaaS transition. New product development & inclusion of AI. Expansion strategy. Recent €1.3m acquisition of Vertical Digital. Prospects for 2024.

In today's edition we look at Tyman as yet another company potentially bows out with a takeover offer. In addition to this we look at promising updates from Journeo, Brave Bison and Cerillion. 1:35 #TYMN 8:25 #JNEO 10:35 #BBSN 15:20 #BGEO 17:20 #MCG 26:35 #CHLL 29:40 #MTEC 35:20 #CER 40:00 #GST

On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Iain Staples, where we discussed: 00:00 Iain’s investment approach & portfolio performance YTD’24. 02:00 Equals 07:45 Redde Northgate 10:45 Tekmar Group 16:05 Keller 21:40 CMC Markets 25:20 Hargreaves Lansdown 29:45 Spectra Systems 35:20 Big Technologies 41:45 Babcock International 47:25 Eleco 49:45 Hollywood Bowl 54:30 Midwich 59:30 Alpha Financial Markets Consulting 62:00 Focus Solutions (formerly Foresight) 63:40 Equity outlook 65:20 Bodycote #EQLS #REDD #TGP #KLR #CMCX #HL. #SPSY #ELCO #BIG #BAB #BOWL #MIDW #AFM #FSG #BOY Disclosure : I own #EQLS & #ELCO, who are also Vox Markets clients

Watch on YouTube In today's episode of Taking Stock we look at the Q1 trading update from 888 and other news releases that came out this Friday morning including Man Group, Mears, Fonix Mobile and Zotefoams. 2:05 #888  11:50 #EMG  17:20 #MER and discussion of buybacks  22:25 #FNX 26:20 #ZTF  29:15 #VLG and discussion of leverage multiples/EBITDA 37:40 #88E 41:10 #MARU

Watch on YouTube Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies. 0:37 Why the Vietnamese index has enjoyed such a strong start to 2024 1:35 Why recent index weakness and geopolitical concerns are unlikely to disrupt the long term Vietnam growth story. 4:26 How a concentrated and active approach combined with nimble stock picking means Vietnam Holdings is outperforming the index and its sector peers. 7:55 How the trust’s new annual redemption offer has helped close the discount to NAV and drive liquidity. 10:00 The significance of Vietnam’s recently signed cooperative agreement with Australia, and Vietnam’s broader integration into the global economy.