The Vox Markets Podcast

Watch on YouTube Rare earths specialist Harena Resources is busy networking itself into America, via high-level government meetings, a listing on the OTC, and the securing of a significant US presence on the share register. A preliminary feasibility study is nearing completion at its Ampasindava project in Madagascar, and financial results are also pending. So lots to look forward to, and executive chairman Ivan Murphy sits down with Vox to talk us through the highlights

Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 Today’s positive Sept FY’25 trading update alongside yesterday’s 2 impressive contract wins. 06:64 FY’26 outlook & beyond 11:35 Closing remarks

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 27 stock ideas.00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group05:25 Is this a bear or bull market for smallcaps?06:30 Activeops11:50 1Spatial (also 17:25 & 30:50)15:05 Getbusy17:40 Hollywood Bowl19:10 Sanderson Designs21:55 Sosander23:40 AB Dynamics27:15 Oxford Instruments31:20 Gamma Communications34:15 Feedback from call with Tribal management39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services42:30 Yougov45:40 Synectics48:40 Gear4music50:30 Morgan Advanced Materials52:55 Oxford Metrics55:25 Morgan Sindall57:35 Bytes Technology59:30 Gaming Realms1:01:40 Big Yellow & Safestore1:02:55 Goodwin1:05:00 Software Circle

Watch on YouTube Mosman Oil & Gas has released an internal best estimate for the helium resource at its Coyote Wash project in Colorado. Using a conservative methodology laid down by independent consultants Sproule, Mosman reckons the overall resource at Coyote Wash to be a little over a billion cubic feet of helium. That's big, chief executive Howard McLaughlin tells Vox, and there could still be some upside. Sproule will now come in to come up with a more official number, as Mosman presses on with further development work

Watch on YouTube UK Oil & Gas has recently generated significant investor interest in its hydrogen projects, raising £4.5 million and partnering National Gas. The move is part of a transition away from traditional oil & gas assets, as chief executive Stephen Sanderson explains. More strategic partnerships may follow.

Watch on YouTube In this week’s Exchange, accomplished UK fund manager Richard Staveley of Rockwood Strategic investment trust, takes me through his latest thoughts on the following: 00:00 Stock picking magic behind Rockwood’s alpha generation 06:50 Filtronic 16:15 Treatt 24:05 Funding Circle 31:20 Vanquis 39:20 Mercia Asset Management 44:35 Trifast 48:15 RM 56:20 Capita 65:50 Kooth 73:40 Closing remarks #RKW #FTC #TET #FCH #VANQ #MERC #TRI #RM #CPI #KOO

KEFI chairman Harry Anagnostaras-Adams chats to Vox about the implications of the current strength in the gold price, discounting the idea that it's a bubble and arguing instead that a new normal has been created. Central bank buying of gold will continue, he says, and there's a possibility the price could go still higher. Meanwhile, KEFI continues to finalise the financing for its Tulu Kapi gold project in Ethiopia, which is expected to commence production in two years.

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas. 00:00 Recent buys & sells. Spectra Systems and Beeks Financials 01:35 & 06:25 Treatt 04:00 Tate & Lyle 08:25 Beeks Financial 16:05 Intercede 20:30 Unite Group 24:10 Grainger 25:40 B&M 30:20 Beauty Tech 34:50 Peel Hunt and Cavendish 35:55 CVS Group 38:05 Advertising agencies – System1 and M&C Saatchi 42:55 Inspiration Healthcare 49:35 AudioBoom 51:40 Ramdens 53:30 Speedy Hire 55:45 Mondi 58:35 Secure Trust Bank and Lloyds 1:00:40 Gooch & Housego 1:03:20 Topps Tiles 1:05:55 Vertu Motors 1:08:40 Angling Direct 1:10:50 Trustpilot #SPSY #BKS #TET #TATE #IGP #UTG #GRI #BME #TBTG #PEEL #CAV #SYS1 #SAA #IHC #BOOM #RFX #SDY #MNDI #STB #LLOY #GHH #TPT #VTU #ANG

In this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through: 00:00 Progress on #VRCI’s commercialisation strategy following July’s £6.35m fund raise and Monday’s in line H1’25 results. 11:20 Future Tutivia volumes and #VRCI breakeven sales level 14:50 Update on Thermo Fisher Scientific relationship (re pre-graft Clarava/PTRA test) 19:15 Other products/services and closing remarks

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.