The Vox Markets Podcast

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

Watch on YouTube Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but does these in turn mean now is the time to get in? Anton du Plessis, chief executive of Zinnwald Lithium #ZNWD takes us through the intricacies of the lithium mining and production industry, and explains how his own company is strategically positioned to feed growing demand from Europe.

Watch on YouTube In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00  Outlook for UK mid/smallcaps 03:45 Chemring 07:25 Avingtrans 10:30 Inspecs 12:50 Oxford Instruments 16:20 Paypoint 19:10 Trainline 21:55 Auction Technologies 25:05 Tekmar 27:15 Crest Nicholson 32:10 Eleco 34:55 Activeops 38:25 Yougov 41:05 Microlise 45:05 Oxford Biomedica 51:00 Everplay 54:20 Bridgepoint 60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)

Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts stock 21 ideas. 00:00 Argentex & how to survive a lightning strike? 11:05 Tracsis 14:25 RWS 18:00 Somero Enterprises 22:10 Which UK firms might benefit from sky high US tariffs for Chinese goods? 23:20 Watches of Switzerland 25:40 Brickability, Ibstock, Forterra & Michelmersh Brick 29:25 Paypoint 32:25 4Imprint 34:30 Hollywood Bowl 37:20 Celebrus Technologies 40:55 Activeops 42:50 AOTI inc (REG-S) 45:40 Next 15 48:35 System1 51:15 MP Evans 53:15 Renold 56:55 Severfield 58:45 GB Group 62:20 Warpaint #AGFX #TRCS #RWS #SOM #WOSG #BRCK #IBST #FORT #MBH #PAY #BOWL #CLBS #AOM #AOTI #NFC #SYS1 #MPE #RNO #SFR #GBG #W7L

Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s record FY’24 results, strong start to 2025 and long term expansion strategy.

Watch on YouTube The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.

In this engaging discussion, UK equity analyst Paul Scott shares his savvy insights on small-cap investing and highlights 18 intriguing stock ideas. He offers valuable takes on companies like Oxford Instruments and Cerillion, evaluating their market performance. The conversation also dives into the IPO performance of MHA and scrutinizes Nioxx's challenges after a failed acquisition. With a sprinkle of humor, the hosts reflect on investment strategies amid shifting economic trends, making for a compelling listen for aspiring investors.

Watch on YouTube United Oil and Gas has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and is looking to make an announcement on that soon. Brian Larkin, United's chief executive and founder, joins Vox to tell us more.

Watch on YouTube In this fascinating interview, CEO Bram Goorden of  IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook. Disclosure: I own shares in IXICO, who is also a Vox Markets client.

Judith Mackenzie, an accomplished fund manager at Downing, shares her investment insights amidst market volatility. She discusses her preference for small-cap stocks and the importance of margin improvements and strong balance sheets. The conversation dives into specific companies like Avingtrans and Eagle Eye, highlighting their unique challenges and growth potential. Judith also debates active versus passive fund management strategies, emphasizes the need for regulatory reforms in the AIM market, and reveals thoughts on market liquidity and investment risks.