The Vox Markets Podcast
10
This year's Resourcing Tomorrow will be buzzing, says Andrew Thake
Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.
Small-cap Investing with Paul Hill and Paul Scott
Watch on YouTube <br> In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. <br> <br> Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40.<br> <br> 00:00 4Imprint<br> 04:45 FDM<br> 09:05 Oxford Instruments<br> 12:40 Avingtrans<br> 16:35 Tracsis<br> 21:00 ME International<br> 25:05 MJ Gleeson<br> 32:30 Hilton Food<br> 34:50 Finseta<br> 37:45 Ultimate Products<br> 43:20 Rightmove<br> 50:25 Light Science Technologies<br> 58:00 Avon Technologies<br> 1:00:45 ITV<br> 1:02:35 Kitwave<br> 1:05:15 Volex<br> 1:08:20 Domino’s Pizza UK<br> 1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory<br> 1...
Shearwater Results - CEO Phil Higgins & CFO Jonathan Hall talk us through the numbers
Watch on YouTube<br> <br> In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.<br> <br>
The Exchange with Ken Wotton of Gresham House
Watch on YouTube<br> <br> In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following:<br> <br> 00:00 Equity outlook<br> 04:30 Activeops<br> 09:00 Pinewood Technologies<br> 12:00 Tribal<br> 16:25 Netcall<br> 21:50 Franchise Brands<br> 25:25 MPAC<br> 28:20 Capita<br> 32:40 Iomart<br> 37:30 Nichols<br> 40:05 Spire Healthcare<br> 43:45 IXICO<br> 46:35 Kooth<br> 52:20 Fintel<br> 55:15 MHA<br> 59:30 Favourite stock idea for next 12 months. Brooks MacDonald<br> <br> <br>
MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?
MedPal AI #MPAL has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.
Tony Manini and Darryn McClelland on Asiamet's $105m deal
Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders
Small-cap Investing with Paul Hill and Paul Scott
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.<br> <br> 00:00 Recent buys/sells. Spectra Systems, Shield Therapeutics and Beeks Financial<br> 02:45 Treatt<br> 08:05 Brave Bison / M&C Saatchi<br> 11:55 TT Electronics<br> 16:25 Audioboom<br> 20:45 Unite Group / Empiric Student Property<br> 26:05 Next 15<br> 29:10 Water Intelligence<br> 36:45 Zotefoams<br> 43:10 Focusrite<br> 46:55 Trainline<br> 50:50 Anpario<br> 53:55 Smiths News<br> 57:45 Why are so many smallcaps drifting down on no news?<br> 59:35 Spire Healthcare<br> 62:00 One Health Group<br> 64:45 TP ICAP<br> 68:00 Ceres Power<br> 72:35 Kromek<br> <br> #SPSY #STX #BKS #TE...
Interview with Exec Chairman, Patrick Desouza of Water Intelligence and CEO, Will Knell of American Leak Detection
In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong Q3’YTD results, positive outlook and increasing momentum.<br> <br> 00:00 Key growth drivers, profit margin expansion and ongoing momentum.<br> 07:30 Progress wrt rolling out both the Dallas template, new products/services and customer feedback.<br> 16:10 Outlook & closing remarks.<br> <br>
Amazing AI - Is This the Future of Fintech Treasury?
Watch on YouTube<br> <br> Amazing AI plc (AQSE: #AAI), a global fintech firm known for its online lending and AI-driven financial services, has made its first move into digital assets with a small Bitcoin purchase through its Mauritius subsidiary. Dubbed “Digital Asset Treasury 3.0”, the strategy aims to build a diversified crypto portfolio including Ethereum, XRP, Solana, and possibly a gold-backed token by the end of 2025. While starting cautiously, the company signals bigger ambitions
Focusrite Is Back – Profits DOUBLE as New Gear Ignites Sales!
Watch on YouTube<br> <br> Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, and how investment in innovation and supply chain flexibility is positioning the group for long-term growth.<br> <br>
