The Vox Markets Podcast

Watch on YouTubeEuropean Green Transition has announced that it has entered into a six-month option agreement for the potential sale of the Pajala copper project in Sweden. With copper prices riding high, it's a good time to be transacting on copper, and it may be that the deal presages a bigger one in relation to EGT's Olserum rare earths project in Sweden. EGT's chief financial officer Jack Kelly joins us to discuss the implications of the deal, how it fits into EGT's wider strategy, and where the company goes from here

Join equity analyst Paul Scott, a seasoned commentator on UK small caps, as he dives into 21 promising stock ideas with host Paul Hill. They explore MJ Gleeson's appeal amidst rising mortgage rates, debate Idox's bid strategies, and assess MPac's recent surge. The duo also tackles Alumasc's undervaluation, Bioventix's competition challenges, and the implications of AI on RWS. Additional highlights include insights into Centaur Media's cash returns, Ingenta's growth potential, and the speculative nature of Creo Medical. An insightful listen for small-cap enthusiasts!

Watch on YouTubeTooru plc (AIM: TORU) has announced that its gluten-free brand OAF — born out of its Juvela business — has expanded to eight product listings in Tesco, with week-on-week growth and advanced talks underway with other major supermarket chains. Unlike most gluten-free brands that rely on rice flour, OAF and Juvela use a unique gluten-removed wheat starch, delivering authentic taste and texture that could redefine the category.

Watch on YouTube  In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. Many apologies too about the quality of my video feed (sound was fine), which may have been caused by a connection &/or broadband issue. 00:00 Health of the UK IPO market and upcoming Shawbrook float. 03:55 Celebrus Technologies 07:45 Paypoint 12:00 Treatt 14:05 Macfarlane 16:35 System1 20:15 XP Power 23:00 Gulf Marine Services 26:55 Supreme 28:50 Tristel 31:50 B&M Retail 36:40 Halfords 39:45 ECO Buildings 44:55 ITV 51:00 Playtech 54:15 Chesterfield Special Cylinders 58:30 Hostelworld 61:40 Brickability 65:50 Watkin Jones 69:35 Severfield 71:55 Time Finance

Watch on YouTubeMedPal AI has unveiled a fully automated, AI-integrated national distribution centre in Swaffham, enabling it to fulfil over 100,000 prescriptions a month. Backed by a rare DSP licence and fresh funding, this move creates a vertically integrated, low-cost prescription fulfilment model aimed at both NHS and private markets. With AI triage, robotic dispensing, and same-day delivery, MedPal is positioning itself at the forefront of digital healthcare

Watch on YouTube KEFI Gold and Copper #KEFI has signed a US$240 million dollar debt deal with two lenders for the development of its Tulu Kapi gold mine in Ethiopia. The closing debt finance allows KEFI to move towards the completion of the equity portion of the funding, for which many local and international investors are already lined up. KEFI's executive chairman joins Vox to provide all the latest news, following what he calls the most significant deal the company's ever done.

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 18 stock ideas: 00:00 Equity outlook, YTD’25 portfolio returns and cash position 05:05 Carclo 13:35 B&M European Retail 16:35 Filtronic 18:35 CML Microsystems 24:05 Anglo‑Eastern Plantations 28:05 Funding Circle 35:00 Journeo (& 47:25) 39:20 GB Group 43:05 Creightons 47:40 Shoezone 49:50 When to sell 51:40 TheWorks.co.uk 57:15 ECO Buildings 59:35 AudioBoom 62:30 Dr Martens 64:40 Hargreaves services 67:15 Zotefoams 73:45 Goodwin 75:35 Videndum

Blencowe's chief executive Mike Ralston joins Vox for an update on results from the latest testwork conducted on graphite from the company's Orom-Cross project in Uganda. Thus far, graphite tested has proved to be of exceptional quality, and highly desirable for potential off-takers and other customers. Ralston also updated on progress with the ongoing definitive feasibility study at Orom-Cross, as well as the upcoming newsflow, which will include drill results and an updated resource.

In this exciting interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand Slimfast, alongside last month's purchase of heritage carpet care brand “1001”.

Prospex Energy (AIM: PXEN) has resumed gas production from the Viura field in northern Spain, a crucial asset for the company. The company stands to benefit from increased cashflow, CEO Mark Routh discusses the operational turnaround, financial implications, and what’s next for this cornerstone project.