The Vox Markets Podcast 2205: The Exchange with Gervais Williams of Premier Miton
Oct 6, 2025
Gervais Williams, an experienced fund manager at Premier Miton, shares his insights on small and mid-cap equities in today's market. He highlights the bullish outlook for these sectors, particularly focusing on gold and strategic metals. Discussions include promising stocks like Thor Explorations and KEFI Gold & Copper, as well as innovative companies like Raspberry Pi and Concurrent Technologies. Gervais also names Atome as his top stock pick for the next year, citing its significant growth potential.
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Small Cap With Big Rental Economics
- Plexus' patented plug tech offers rapid cash payback via hire and rental expansion.
- Market cap smallness vs large addressable demand creates potential for multiples over time.
Cash Flow Trumps Country Risk For Savannah
- Savannah Energy generates substantial cash in Nigeria and some revenues are World Bank-backed.
- Gervais views the firm's cash flow as the investment's key attraction despite country risk.
Payment Kiosk Business Hides Value
- PayPoint's in-store software and diversified services produce consistent cash flow and a >5% yield.
- Recent asset sales and JVs reveal hidden value beyond the headline retail payments business.