The Vox Markets Podcast

Vietnam Holding’s interim results showed solid NAV and share price progress, supported by disciplined stock selection, resilient Vietnamese macro fundamentals, and active discount management. The discussion focuses on how the fund is positioning for Vietnam’s next growth phase, while using redemptions and buybacks to reinforce shareholder alignment.

Watch on YouTubeLions Bay Capital (TSXV LBI) which has a close association with London-listed Metals One, has announced further progress on its plans to acquire the assets of Vantage Gold, a company which has been in the Business Rescue bankruptcy process in South Africa for some years. Vantage's assets include a sizeable 4.5 million ounce resource, as well as plant and significant underground development. The deal is somewhat intricate, both in terms of financing, and in terms of extracting the assets from the jurisdiction of the courts. John Byrne, Lions Bay's chairman, joins Vox to tell us how it all fits together.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.Apologies for the quality of my video today (tech issue), albeit the sound fine.00:00 How to deal with the current extreme market volatility and pain03:30 Goodwin09:20 Spire Healthcare13:10 Pinewood AI Tech16:25 Volex19:30 Luceco22:25 Gamma Communications26:00 Crest Nicholson & housebuilders30:30 Grainger32:10 NIOX35:05 PZ Cussons37:05 S4 Capital39:40 The Mission Group43:10 Yougov48:45 Personal Group51:05 Mortgage Advice Bureau53:30 AOTI56:30 Bloomsbury Publishing#GDWN #SPI #PINE #LUCE #VLX #GAMA #CRST #GRI #NIOX #PZC #SFOR #TMG #YOU #PGH #AOTI #MAB1 #BMY

Tooru is highlighting recovery in supply, expanding distribution, and high-profile partnerships, but investors will be watching closely to see whether this translates into sustainable revenue growth, improved margins, and disciplined capital allocation amid expansion plans and potential acquisitions.

Watch on YouTubeRome Resources #RMR continues to drill at its Kalayi prospect on the Bisie North project in the Democratic Republic of Congo, and it continues to encounter high tin grades, albeit at this point indicated only by hand-held XRF survey. Nevertheless, the intercepts are wider too, so the combination of grade and width is very encouraging. One hole in particular stood out in this regard, and the company is now drilling below this hole to see if the mineralisation continues or increase. Rome's chief executive Paul Barrett tells us more.

Watch on YouTubeIn this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:00:00 Outlook for equities given geopolitical turmoil03:20 Scott’s investment approach04:45 Ashtead Technology08:15 Jet212:15 Telecom Plus17:05 Trainline21:55 Mobico (formerly National Express)23:10 BRCK (formerly Brickability)28:20 Vistry35:30 Spire Healthcare37:50 MJ Gleeson42:00 Tracsis45:50 Craneware49:30 Gamma Communications53:45 Beauty Tech Group58:35 MONY/Moneysupermarket63:50 Pets At Home67:15 Paypoint71:20 FRP Advisory73:45 Mercia Asset Mgt78:10 Brooks MacDonald81:40 Distribution Finance Capital Holdings83:50 Goodwin85:45 Favourite stock idea for next 12 months. IP Group

Watch on YouTubeKEFI Gold & Copper has just raised £34 million via a placing of shares at 1.2p. The money raised completes the funding required for construction of the Tulu Kapi gold mine in Ethiopia, where work is already underway. There was significant institutional interest in the raise, but retail investors can also get a look in via a separate £1m fundraising exercise that's taking place via RetailBook. KEFI's chairman Harry Anagnostaras-Adams joins Vox to tell us more.

Great Western Mining recently extended the extent of its tungsten holdings around its Defender-Pine Crow project in Nevada. The additional claims were staked on the basis of their geological potential, and also to create a buffer zone against rival staking. The plan now is to get on the ground and initiate field work, with a view to getting the drill rigs turning sometime in July. A potential resource would then follow. Ed Loye, Great Western's chief executive, joins Vox to tell us more.

Watch YouTubeRichmond Hill Resources (RHR) has been working up its Martello gold project in Canada in recent months, and is now just about ready to drill. The initial programme will be about 1,100 metres, and will then probably be followed up by further work, the specifics of which will be dependent on the results. Richmond Hill director Sheldon Modeland joins Vox to tell us about the wider implications of the drill programme and the nature of the opportunity that's on offer at Martello.

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 Sectors potentially benefiting from the war in Iran02:45 Eleco06:55 CAB Payments10:45 System113:50 M&C Saatchi17:10 Trustpilot20:20 Close Brothers23:45 TP ICAP26:40 Funding Circle33:45 Vistry37:45 Victrex43:30 Intercede49:25 Beeks Financial53:25 Fonix57:20 Tribal1:00:45 Spire Healthcare and UK M&A activity1:06:45 ITV1:10:45 JD Sports1:15:25 Intuitive Investments1:22:00 Zotefoams1:24:50 Somero Enterprises1:26:50 Eagle Eye#ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarkets