The Vox Markets Podcast cover image

The Vox Markets Podcast

Latest episodes

undefined
Apr 1, 2025 • 5min

2066: Q&A with European Green Transition CFO, Jack Kelly

Watch on YouTube In an interview with Vox Markets at the Master Investor Show, Jack Kelly, CFO of European Green Transition, discussed the Olserum Rare Earths project and EGT’s strategy to monetise mining assets while acquiring revenue-generating green economy businesses.
undefined
Mar 20, 2025 • 1h 15min

2065: Small-cap Investing with Paul Hill and Paul Scott

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 17 ideas on the following: 00:00 Close Brothers – NEW Purchase 03:10 Big Technologies – NEW Purchase 12:45 Plexus Holdings 17:20 Yougov 20:00 SIG 24:10 Advanced Medical Solutions 28:05 Eagle Eye 33:45 Centaur Media 36:40 Card Factory 39:55 Volex 44:00 Breedon 47:10 Fonix 51:00 Focusrite 54:30 Somero Enterprises 56:35 WISE 1:03:25 Zotefoams #CBG #BIG #POS #YOU #SHI #AMS #EYE #TUNE #CAU #CARD #VLX #BREE #FNX #SOM WISE #ZTF #BKS
undefined
Mar 20, 2025 • 48min

2064: Randy Smallwood of Wheaton Precious Metals: Streaming, what is it, and why's it so lucrative?

Watch on YouTube Wheaton Precious Metals #WPM is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of Wheaton Precious Metals, joins us to talk about the pioneering business model, how it's got the company to where it is today, and where it goes from here.
undefined
Mar 19, 2025 • 10min

2063: Q&A with Cornish Tin CEO Sally Norcross-Webb and Chairman Clive Newall

Watch on YouTube Clive Newall and Sally Norcross-Webb of Cornish Tin join us to discuss the latest developments in relation to the company's Tregonning lithium project, which has recently doubled in size, as well as updating on the latest fundraising and upcoming tin and lithium drilling campaigns.
undefined
Mar 17, 2025 • 1h 22min

2062: The Exchange with Alexandra Jackson of Rathbones

Watch on YouTube In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including: 00:00 Equity outlook 03:50 Chemring 10:10 Treatt 14:40 Fevertree & Diageo 19:45 Breedon, UK brick makers & Brickability 24:25 SigmaRoc 27:10 Takeover bid for Bakkavor by Greencore 29:40 Cranswick 32:35 Everplay (formerly Team17) 37:40 Grainger 43:35 Warehouse REIT 44:05 Volution 47:50 AB Dynamics 51:30 Kainos 56:55 Raspberry Pi 64:15 GB Group 69:40 Rotork 73:45 Oxford Instruments 79:20 Two favourite ideas for 2025. #RPI & Boku
undefined
Mar 14, 2025 • 1h 12min

2061: Small-cap Investing with Paul Hill and Paul Scott

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks. 00:00 Market volatility 04:25 REIT opportunities - Life sciences, CLS Holdings and  Safestore (09:00). 10:10 Spire Healthcare 15:40 4Imprint 18:55 Greggs 21:15 Churchill China 23:20 Kitwave 26:00 Bid approach for Bakkavor by Greencore 29:00 Van Elle 33:05 Watkin Jones 38:10 Grainger 41:00 Beeks Financial Cloud 45:05 Intercede 50:45 Essensys 56:05 Tracsis 58:55 Bloomsbury Publishing 61:20 OSB / One Savings Bank 63:35Vanquis Banking 65:15 B&M European 69:30 Average position sizes 69:45 Plexus Holdings  #LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS
undefined
Mar 14, 2025 • 6min

2060: Q&A with Richmond Hill Chairman, Hamish Harris

Watch on YouTube Richmond Hill has just signed a letter of intent to acquire a significant swathe of exploration licences in Quebec. The licences are thought to be prospective for copper, gold and antimony, amongst other metals. Hamish Harris joins to tell us about Richmond Hill's transition away from the drinks industry into natural resources, and to outline what happens next
undefined
Mar 13, 2025 • 23min

2059: Q&A with Harena Resources CEO, Joe Belladonna

Watch on YouTube Harena Resources will shortly be listed on the main board of the London Stock Exchange, following a reversal into Citius, a cash shell. Harena's Joe Belladonna joins us to discuss the upcoming feasibility study, relations with the Madagascar government, the macro-economic positioning of rare earths, and much more
undefined
Mar 10, 2025 • 1h 22min

2058: The Exchange with Richard Crow

In this investing masterclass, stock market expert Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Equity outlook 05:30 Rolls Royce 13:50 Avon Technologies 16:00 ITV 18:10 Audioboom 24:15 Onthebeach 28:55 Filtronic 35:00 CMC Markets 39:10 ME Group 41:35 Carclo 46:05 Coats - apologies, unfortunately I got confused and stupidly thought #COA was Bodycote #BOY. Just highlights the dangers of trying to answer investor questions live. C'est la vie. 48:05 Mpac 52:35 Anpario 57:25 Watkin Jones 63:05 Zotefoams 67:00 Liontrust Asset management 72:25 Keller 75:25 Bloomsbury Publishing 78:50 Favourite 2 stock ideas for the rest of 2025. #BOOM & #WJG
undefined
Mar 7, 2025 • 1h 7min

2057: Small-cap Investing with Paul Hill and Paul Scott

In this insightful discussion, Paul Scott, an experienced equity analyst and stock market commentator, shares his expertise on small-cap investing. He and the host delve into the current market trends, emphasizing why investors shouldn't lose hope. They dissect the performance of companies like De La Rue, Spire Healthcare, and Gaming Realms, highlighting both challenges and opportunities. With a focus on ITV's promising outlook and insights into emerging tech stocks like Zotefoams, this conversation provides valuable strategies for navigating the dynamic world of small-cap investments.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app