Episodios

  • 1916: Q&A with Gunsynd Executive Chairman, Hamish Harris

    1916: Q&A with Gunsynd Executive Chairman, Hamish Harris
    Jul 16 2024
    Gunsynd's Hamish Harris joins us to talk about the company's latest additions to its portfolio in the copper and uranium spaces, as well as to update on the latest from other assets the company owns and the exit from the Metals One farm-in.
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    6 m
  • 1915: Q&A with Cobra Resources CEO, Rupert Verco

    1915: Q&A with Cobra Resources CEO, Rupert Verco
    Jul 16 2024
    Cobra Resources has a rare earths project in Australia that looks likely to be of a high enough quality and cheap enough to operate to challenge the Chinese stranglehold on the market. What's more, the proposed method of production is in-situ leach, which means no actual earth moving will occur, and the environmental footprint will be correspondingly small. Rupert Verco joins to tell us more.
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    10 m
  • 1914: Interview with Metals One CEO, Jonathan Owen

    1914: Interview with Metals One CEO, Jonathan Owen
    Jul 16 2024
    More progress on the ground from Metals One in Finland, as the latest results from its Black Schist nickel project come in. The company's resource base has been considerably enhanced, and it is now moving to complete a preliminary economic assessment by the end of the year. Here, with all the details, is CEO Jonathan Owen.
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    14 m
  • 1913: Q&A with Verici DX CEO, Sara Barrington

    1913: Q&A with Verici DX CEO, Sara Barrington
    Jul 15 2024
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    In this interview, CEO Sara Barrington of Verici DX – an advanced medical diagnostics firm focusing on the global kidney transplant market - takes me through today’s strong H1’24 results and multiple value catalysts ahead for the business.

    00:00 Recap of #VRCI’s unique technology and USPs
    05:30 Ground breaking licensing deal with Thermo Fisher Scientific.
    09:35 Commercialisation of Tutivia & Protega validation test
    17:00 Services, placing, cash runway & outlook

    Disclosure: Verici is a Vox Markets client
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    24 m
  • 1912: The Exchange with Gervais Williams​​​​

    1912: The Exchange with Gervais Williams​​​​
    Jul 15 2024
    With on YouTube

    On this morning’s Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of Premier Miton– including:

    00:00 Investment approach & outlook for equities.
    05:15 Yü Group PLC
    07:30 Zephyr Energy
    10:25 Supreme
    12:35 Elecosoft
    15:10 Inspiration Healthcare
    18:40 Galliford Try
    21:10 Lords GroupTrading
    23:20 CMC Markets
    26:50 CML Microsystems
    29:55 Cyan Connode
    34:45 Re-patriating money from frontier markets
    36:30 Invinity Energy
    39:35 Journeo
    40:50 Concurrent Technologies
    43:15 Sectors that may underperform
    45:40 Thoughts on M&A, delisting and IPO activity
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    50 m
  • 1907: The Exchange with Michael Taylor

    1907: The Exchange with Michael Taylor
    Jul 12 2024
    On this morning’s VOX markets live Exchange, I was delighted again to speak to influential stock trader Michael Taylor of Shifting Shares – including:

    00:00 Investment approach & how his portfolio has fared.
    03:50 Equals
    07:40 PCIPAL
    13:10 finseta
    16:15 Avacta
    19:20 Intercede My ID
    23:55 WaterIntel PLC
    26:00 Supreme PLC
    28:20 Science in Sport
    32:30 Frontier Developments
    34:25 Brave Bison IO
    36:35 Filtronic
    39:45 Financial Sol
    42:00 Capita
    45:05 Mpac Group plc
    47:35 Will England win the Euros on Sunday night?
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    49 m
  • 1911: Q&A with EARNZ Executive Chairman, Bob Holt, OBE

    1911: Q&A with EARNZ Executive Chairman, Bob Holt, OBE
    Jul 9 2024
    Bob Holt, Chairman of EARNZ plc provides insights into his professional journey, elaborates on the company's vision, discusses industry trends, and highlights EARNZ's innovative strategies.
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    13 m
  • 1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income

    1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income
    Jul 9 2024
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    In this investing masterclass, I was delighted again to speak to accomplished fund manager Sid Lall of Canaccord – including:

    00:00 His investment approach, thoughts on the markets & how the Marlborough Multi Cap Income fund has fared.
    07:10 Sectors which may benefit from Labour’s election win.
    08:35 Morgan Sindall
    12:55 Hargreaves Services
    15:50 Games Workshop
    19:25 Bloomsbury Publishing
    22:50 Kitwave
    26:25 Midwich
    28:55 Pets at Home.
    33:00 Telecom Plus
    37:15 Liontrust Asset management.
    42:00 Paragon Banking
    44:20 Recent top-slicing/exits: Marks & Spencer, Bank of Georgia and Shoezone
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    48 m