Episodes

  • 1941: Interview with Paul Barrett from Rome Resources
    Sep 6 2024
    Rome Resources now has a second drill rig operational on its projects in the DRC, with a third already mobilised and nearly ready to go. The plan is to build enough of a knowledge base to put a maiden resource around the project within a few months.
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    6 mins
  • 1941: The Exchange with Patrick Armstrong of Plurimi
    Sep 6 2024
    In this masterclass of global investing, accomplished fund manager Patrick Armstrong, CFA of Plurimi Wealth Management takes me through some fascinating stock ideas & company updates.
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    50 mins
  • 1940: Q&A with Lunglife AI CEO, Paul Pagano
    Sep 4 2024
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    In this interview, Paul Pagano CEO of Lunglife AI takes me through last month's in line H1'24 results, commercialisation of its flagship early stage lung cancer test (ie LungLB) and possible future strategic options.
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    22 mins
  • 1939: Polarean Interview with CEO, Christopher von Jako
    Sep 3 2024
    Christopher von Jako of Polarean #POLX gives an overview of the two new posts they have appointed today and last week for Dr. Chase Hall and Alan Huang, and how they will be playing in Polarean’s development.
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    7 mins
  • 1938: Q&A with XP Factory CEO Richard Harpham
    Sep 2 2024
    Vox Markets sits down with Richard Harpham, CEO of XP Factory, to discuss the company's impressive recent growth and financial performance. Richard shares insights into the key drivers behind the doubling of group revenue, the strategic decisions fueling EBITDA growth, and the careful balance between expansion and maintaining operational excellence. They also delve into the challenges of scaling, the future of consumer demand, and the strategic role of franchising versus owner-operated models.
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    20 mins
  • 1937: Q&A with Essentially CEO, Raja Abuljebain
    Aug 19 2024
    In this Vox Markets interview, Raja Abuljebain, CEO of Essentially Group, discusses the growth of the company’s cold-pressed juice brand in the UAE. He explains how their High Pressure Processing (HPP) technology has extended product shelf life and details a recent collaboration with Sacred Glow to launch collagen-infused functional beverages. Raja also mentions the acquisition of BLF and outlines plans for regional expansion, underscoring Essentially’s dedication to delivering high-quality, health-focused products.
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    12 mins
  • 1936: The Exchange with Richard Crow (alias Cockney Rebel)
    Aug 15 2024
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    On today's Exchange, I was delighted again to speak to super smart stock picker Richard Crow
    – including:

    00:00 Investment approach & hat he looks for in turnarounds
    08:00 Equity outlook & why he’s gone to 80% cash
    20:20 Card Factory
    23:40 Is the unwinding of the Yen carry trade a sell signal?
    25:50 CMC Markets
    30:50 Avon Technologies
    34:25 Capita & recent CFO buying
    41:05 Creightons
    46:30 Carclo
    54:45 MPAC
    59:15 Reach
    63:25 Kier
    66:55 Luceco & Dialight
    71:05 Beeks Financial
    74:30 Marks & Spencer

    #CMCX #FCH #MPAC #LUCE #LIE #BEEK #RCH #CPI #AVON #CAR #CARD #CRL #LUCE #DIA #MKS
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    1 hr and 26 mins
  • 1935: Q&A with Oncimmune CEO, Martin Gouldstone
    Aug 14 2024
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    In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes Vox through what the significance of recent $1.5m contract win and current demand picture across the sector & update on turnaround strategy
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    16 mins