The Vox Markets Podcast
10
ECR will start producing gold within a matter of days
<p>Watch on YouTube<br><br>ECR has hit the ground running in 2026, with a the hiring of a new team to initiate gold production at the Raglan project, and a £1.5 million fundraise which has brought institutions onto the register for the first time. Production is expected to start in a matter of days, and work to get Blue Mountain up and running is also gathering momentum. In the meantime there are opportunities aplenty on the company's exploration portfolio. Nick Tulloch, ECR's chairman, joins us with the latest</p>
KEFI will be bigger than Atalaya, says Harry Anagnostaras-Adams
Watch on YouTube<br><br>KEFI Minerals is now moving into the construction phase at its Tulu Kapi gold project in Ethiopia, at a time when the gold price continues to hit new highs. According to one broker, this project is the second highest margin gold development project in Africa, and at a production level of 160,000 ounces, the cashflow is likely to run into hundreds of millions of dollars. But KEFI isn't just a one-trick pony. It is also exceptionally well positioned in Saudi Arabia, and even though Ethiopia takes priority, there is plenty of value and millions of ounces...
Cadence expects cashflow from Azteca within six months
Watch on YouTube<br><br>Cadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is already funded, and then production, slated to begin by the end of June. Kiran Morzaria is Cadence's chief executive, and he joins Vox to tell us more.
2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?
<p>In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.</p><p>00:00 Outlook for 2026<br>05:00 Auction Technology Group<br>10:40 TT Electronics<br>16:25 Hollywood Bowl<br>21:40 City of London Investment Group<br>23:20 Topps Tiles<br>26:45 Restore<br>32:55 RWS<br>39:40 Greggs<br>43:30 ITIM<br>47:10 Cerillion<br>51:50 accesso Technology<br>55:05 Seeing Machines<br>1:00:30 Quartix Technology and Microlise<br>1:04:30 Videndum<br>1:08:35 Gulf Marine Services<br>1:21:30 MS International<br>1:23:40 Cohort</p><p>#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT<br>-----------------------------------------------------------</p><...
Huge gold opportunity in South Africa for Metals One: Dan Maling and John Byrne explain
Lions Bay Capital and Lions Bay Resources are emerging as the most significant component of Metals One's broad mining and commodities investment portfolio. Lions Bay's executive chairman John Byrne, and Metals One's managing director Dan Maling explain how the relationship developed, and what it will mean for Metals One. Lions Bay brings a big opportunity for significant value to be created in integrated gold production in South Africa, especially against the backdrop of the current sky-high gold price.
ECR Says First Gold Production Is Imminent
Watch on YouTube<br> <br> For ECR Minerals, 2026 will be all about gold production. At the Raglan alluvial project in Australia ECR already has all the plant and equipment in place and is now assembling the team that will press the "go" button for production. The aim is to be up and running before Easter, and with gold running so high, it's an excellent time to be doing so. Following on from Raglan will come the larger Blue Mountain project, also alluvial. ECR's chairman Nick Tulloch joins Vox with more details, as well as with updates on other projects in...
Poolbeg Pharma: Delivering in 2025 and Positioning for a Breakout 2026
In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of the most pressing healthcare opportunities globally, and outlines the strengthened financial position supporting upcoming trials. Looking ahead, Jeremy explains what investors can expect in 2026, why he believes Poolbeg is strategically positioned for value-creation, and why now may be the right time for investors to pay close attention.
Rome Resources Targets Deeper Potential at Bisie North as New Drilling Campaign Begins
Watch on YouTube<br> <br> Rome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.
Quantum Data Energy – Funding & Dilution Explained
Watch on YouTube<br> <br> This explainer video is designed to help retail investors better understand Quantum Data Energy’s funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice. <br> <br> The video breaks down complex concepts like prepaid and cash warrants, fully diluted share counts, and “non-dilutive” project-level funding in plain English, providing clarity on how capital has been raised and how value is intended to be created going forward.<br> <br>
Sproule says Quantum Helium has over 1.1bcf in Colorado
Watch on YouTube<br> <br> Howard McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estimate (2U) basis. The company has also recently shot seismic, and will look to undertake drilling in 2026
