The Vox Markets Podcast
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Chancery Royalty expands as gold market continues to run hotter than ever
<p>Watch on YouTube<br><br>For more information you can contact Chancery Royalty HERE<br><br>Chancery Royalty's chief executive Jeremy Gray joins Vox as the company undertakes a new funding round in one of the hottest gold markets the world has ever seen. Chancery already has four major precious metals royalties in its portfolio, and recently acquired a fifth smaller one on an exploration company with huge upside. New transactions are also on the cards, and a potential listing, probably in Canada, but maybe in London is also on the cards. Will Chancery become bigger than Elemental-Altus...
2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?
<p>Watch on YouTube<br><br>In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.</p><p>00:00 What the Middle East conflict means for investors<br>04:00 GB Group & Tribal – Purchases<br>10:50 Craneware<br>17:50 Senior<br>22:10 MTI Wireless<br>24:15 Gulf Marine Services<br>30:00 Vistry<br>33:45 Henry Boot<br>36:15 Surface Transforms<br>38:35 Power Probe<br>46:10 Hikma Pharmaceuticals<br>49:40 Synectics<br>54:45 Intercede<br>58:20 Wilmington<br>1:01:10 GlobalData<br>1:04:50 Winvia Entertainment<br>1:07:25 System1 & Brave Bison share swap deal<br>1:11:45 PCI-Pal<br>1:14:35 Autotrader<br>1:17:45 Capita<br>1:20:15 Galliford Try</p>
Renowned Fund Manager Greg Coffey takes a near 10% stake in Harena
<p>Watch on YouTube<br><br>Greg Coffey, a renowned fund manager has taken a 9.7% interest in Harena Rare Earths, as part of the company's £2 million subscription last month. Coffey has a long track record in fund management going back decades, having started out with Macquarie, worked with George Soros, and moved onwards and upwards from there. He currently has his own fund, which now joins RAB and several other major investment names on the Harena register. Meanwhile, Harena is cracking on with development work at the Ampasindava rare earths project in Madagascar, and continues in talks with the DFC. H...
The Exchange with John Chinery (alias the Oak Bloke)
<p>Watch on YouTube</p><p>In this investing masterclass, expert stock picker John Chinery (alias The Oak Bloke) takes me through his view of the markets and latest thoughts on 15 stock ideas:</p><p>00:00 Equity outlook<br>06:05 Wise<br>11:35 Diversified Energy<br>18:10 Mpac<br>22:40 Eco Buildings<br>31:35 PureTech Health<br>39:35 Thor Explorations<br>47:35 Avation<br>53:30 Integrated Diagnostic Holdings<br>58:35 ASA International<br>1:05:00 Gulf Marine Services<br>1:09:15 Greggs<br>1:15:15 Easyjet<br>1:19:30 Future<br>1:24:25 MSI International<br>1:25:25 Atome Energy<br>1:26:15 Kazera Global<br>1:29:00 Favourite stock idea for next 12 months - Intuitive Investments</p><p>#WISE #DEC #MPAC #PRTC #THX #AVAP #IDHC...
Pinnacle set to start drilling at El Potrero within weeks
<p>Watch on Youtube</p><p>Pinnacle Silver & Gold is planning an extensive underground drilling campaign at its El Potrero project in Mexico as part of its plans to put El Potrero back into production by the end of next year. The company is already in talks with off-takers in regard to finance, and is likely to keep equity dilution to a minimum. Surface drilling is also planned, and metallurgical work remains ongoing. Pinnacle's chief executive Bob Archer has built mines in Mexico before, and knows his way around re-start projects and how to build them out into bigger and...
EGT Makes Bold Move Into £15m Revenue Wind Services Platform
<p>Watch on YouTube</p><p>European Green Transition has taken a major step in its evolution, acquiring a profitable £14.7m-revenue onshore wind services platform at an attractive valuation. With over 900 turbines under contract and more than £22m of repowering pipeline already signed, management believes the deal positions EGT to scale rapidly toward its £50m revenue target while building a cash-generative infrastructure business.</p>
2 P’s on a Pod: Takeover Tensions, AI Shockwaves & Small Cap Opportunities
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 15 stock ideas.<br>00:00 Augmentum Fintech<br>06:10 ME Group<br>12:10 Tracsis<br>18:25 MONY / moneysupermarket<br>26:35 Avingtrans<br>33:10 Cerillion<br>42:15 Spire Healthcare<br>44:50 Unite Group<br>48:50 Pulsar Group<br>52:15 Trainline<br>58:35 Jet2<br>61:45 Warpaint<br>64:50 Synectics<br>69:05 Checkit<br>72:25 SDI Group
Panther begins met testing on what could be huge magnesium opportunity
Panther Metals has initiated testwork on core drilled out of its Dotted Lake project in Canada in 2024. This core returned huge intercepts of magnesium mineralisation, with some additional nickel and platinum group metals. Magnesium is traditionally very difficult to process out of ores like the the ones at Dotted Lake, but Panther's partners at another of its projects, Winston, reckon this one could be workable. If they're right, then the upside would be very significant. Panther's Darren Hazelwood joins Vox to tell us more.
Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
<p>Watch on YouTube<br><br>In this upbeat interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s positive and in line H1’26 results – including:</p><p>00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion<br>11:25 H1’26 financial highlights<br>16:55 Progress with medical division (re Adaptix, Magnetica and Scientific Magnets)<br>24:00 Timescales for potential future exits (eg Hayward Tyler and Ormandy)<br>29:10 FY26 & FY27 outlook alongside closing remarks</p>
The Exchange with Paul Jourdan of Amati Global
In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 15 stock ideas.<br>00:00 Equity outlook<br>01:40 Greatland Resources / Gold<br>06:55 Boku<br>11:30 Wilmington (recent purchase)<br>17:50 Accesso<br>23:50 Kainos<br>29:20 Alfa Financial<br>31:55 GB Group<br>38:00 Gamma Communications<br>41:20 Yu Group<br>46:25 Serica Energy<br>52:25 Grainger<br>54:35 Jet2<br>56:55 Big Technologies<br>62:45 Trainline<br>69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus
