The Vox Markets Podcast

Watch on YouTube Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.

This week, Paul Scott, a UK equity analyst and small-cap investing expert, joins for an in-depth discussion on stock opportunities. They delve into the ramifications of recent US and UK interest rates on investments and analyze specific companies like Gulf Marine Services and Victrex. The conversation highlights the significance of robust management in navigating market fluctuations and the prospects within sectors like offshore wind. Insights also cover cybersecurity challenges and small-cap resilience amidst broader economic influences.

Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:  00:00 Outlook for UK smallcaps 05:15 M&A activity and Corpay’s approach for Alpha International 08:55 Babcock International 11:45 Qinetiq 15:20 Moneysupermarket or MONY 18:30 Telecom Plus 22:15 Moonpig 25:30 Onthebeach 27:25 How important is cashflow yield as a stock picking metric? 28:55 Warpaint 31:10 Mears 34:45 MJ Gleeson & potential Building Safety Levy 38:45 Henry Boot 41:30 GB Group 45:40 Yougov 48:35 NCC 51:50 AOTI Inc 55:40 RWS Holdings 58:25 Beeks Financial Cloud 60:05 Favourite stock idea - Alpha International #ALPH #BAB #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS

Paul Scott, a UK equity analyst and stock market commentator, shares his insights on navigating small-cap investments. He discusses the implications of a CMA report on pet drug pricing, with a focus on CVS Group and Pets at Home. The conversation also covers performance analyses of companies like Vitrex, exploring energy challenges facing Strix and Drax. Amidst discussions on tariffs and supply chain dynamics, the duo highlights potential investment opportunities in industrial sectors, along with a positive outlook on long-term investments.

Watch on YouTube In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and continued permitting efforts in Italy and Poland—all positioning the company for long-term value creation.

Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through: 00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion. 05:30 Financial highlights 10:25 Strategic rationale & integration of Vertical Digital and PEMAC acquisitions 13:55 New product development 16:40 Outlook for 2025 and inherent resilience of business 18:10 Closing remarks and potential valuation upside Disclosure: I own shares in Eleco, who is also a Vox Markets client

Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that KEFI will have a great deal more flexibility in regard to whether or not it chooses to retain its Saudi assets. Harry also talks about the gold price, and what the newsflow will look like over the next few months

Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launches

Watch on YouTube In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including: 00:00 Mpac’s core markets, USPs and growth drivers 02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24 07:40 Financial highlights 11:20 Q1’25 trading and FY’25 revenue cover 17:35 New product launches and future development 20:50 Pension 21:45 Closing remarks