The Vox Markets Podcast

Originally published: 21.03.24 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. Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets?  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. Trading carries risk of capital loss. Service available to professional clients only.

Watch on YouTube In this interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes Vox Markets through today's in line 20243 results & positive outlook for 2024.

Watch on YouTube After another record year for human challenge specialist Hvivo, chief executive Mo Khan talks us through the building blocks he’s putting in place to take the company to its longer-term target of £100m of sales by 2028. 0:30 Highlights of 2023 results, including record revenues and profitability, and Ebitda margins ahead of guidance. 1:30 Headwinds from MHRA review delays offset by client funding for new Canary Wharf facility. 2:20 What’s driving strong cash generation, and plans for regular shareholder returns. 3:40 Progress at the new Canary Wharf facility and government backing for a life science hub in the area. 6:40 How 2024 is shaping up, and how an increasingly diversified client base is improving resilience. 8:42 How the business is going to reach its longer term £200m sales target, including more human challenge models and M&A. 10:20 The value of recent attendance of the World Vaccine Congress Washington.

On today's Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:35 Richard’s investment approach & how his portfolio fared in Q1’24. 07:15 Marks & Spencer 11:55 Rolls Royce 14:20 Outlook for Electric Vehicles 17:40 Dowlais 20:45 TI Fluid Systems 23:25 MPAC 28:20 Johnson Matthey 31:25 Greencore 37:30 Journeo 41:40 Treatt 46:55 CMC Markets 50:30 CML Microsystems 54:40 Yu Group 1:03:20 Tribal Group 1:09:35 Avon Protection 1:13:45 Belluscura Lastly, many apologies for the failed transmission of this morning’s 9.30am show. Unfortunately there was a technical issue with the live YouTube feed. That said we did manage to answer a few questions which had been submitted beforehand. Disclosure : #MPAC & #BELL are Vox Markets clients. #MKS #RR. #DWL #TIFS #MPAC #JMAT #GNC #JNEO #TET #CMCX #CML #YU. #TRB #AVON #BELL

Watch on YouTube In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including: 00:00 Her outlook for equities & smallcap liquidity. 08:25 Tristel 14:20 EKF Diagnostics 17:35 Elementis 21:25 Intertek 22:55 Rotork 26:25 Buying best-in-class industry champions 31:05 Auto Trader 33:50 Rightmove 37:05 Games Workshop 40:00 4imprint 42:40 Diploma 47:55 How useful is a DCF analysis? 50:10 Alfa Financial 55:10 Aptitude Software 58:10 Dotdigital 60:40 Softcat 64:30 AJ Bell 67:30 When to sell?

Alastair Ford interviews Aldo Boitano, CEO of CleanTech Lithium, regarding their resubmission of CEOL applications for Chilean projects Laguna Verde and Francisco Basin

Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter?  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. 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. Trading carries risk of capital loss. Service available to professional clients only.

With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it. 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. Link to Podcasts: https://www.finalto.com/uk/overlevera... Published on 29.02.24 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. Trading carries risk of capital loss. Service available to professional clients only.

On today's Easter stock picking fest, I was delighted to speak to accomplished investor John Hugham of Vox Markets – including: 00:00 His approach to investing. 03:25 New ‘free’ stock picking service 04:55 BT 11:00 Angling Direct 14:05 Michelmersh Brick 18:50 Why smallcaps aren’t leading the economy? 22:40 Ten Lifestyle 26:50 HAT 30:00 Managing portfolio construction 32:05 Speedy Hire 37:05 hVivo 42:00 Advanced Medical Solutions 45:55 Poolbeg Pharma 50:40 Norman Broadbent 53:05 Unilever 58:50 CAB Payments 63:55 Gaming Realms 66:45 Focusrite 71:55 Use of AI for stock picking 72:55 Water Intelligence 76:45 Facilities of ADF 81:00 Use of ChatGPT to analyse companies Disclosure : John holds #BT. #ANG #TENG, #HAT, #HVO, #POLB, #ULVR, #TUNE & #ADF, whilst I own #MBH & #WATR. #HVO & #POLB are also Vox Markets clients.

(Watch the video interview HERE) In this interview, 1st class fund manager Richard Penny of Crux Asset Management takes Vox Markets through: 00:00 his outlook for equites 05:00 1Spatial 08:05 Advanced ADVT 10:45 Pinewood Tech 13:45 FD Technologies 17:15 Kooth 20:00 Creo Medical 24:10 Incanthera 26:05 Arecor Therapeutics 29:20 BATM Advanced Comms 34:55 IQE 37:50 HostelWorld 40:15 Inspecs 43:45 XP Factory & health of the UK consumer 49:15 Zegona Communications 53:00 Beeks Financial Cloud 55:35 Made Tech 58:55 Reasons to be cheerful for smallcaps