The Vox Markets Podcast

Rome Resources is continuing with its extensive exploration programme in the eastern Democratic Republic of Congo, where it has already discovered substantial tin mineralisation on its Bisie North project. The company is operating just eight kilometres away from Alphamin, which is one of the world's major tin producers and which has just attractive a significant investment from the Abu Dhabi sovereign wealth fund. In addition, Rome Resources recently announced the identification of a new mineralised zone at Mont Agoma.

Watch on YouTube Cailey Barker was an analyst at BlackRock for many years. He recently took a job as managing director of Xcelsior Capital, a private credit specialist that is part of the broader Wogen commodities trading group. Wogen is one of the major players in specialty metals trading, a niche mining area that often seems opaque to the more general investor. Here, Cailey takes us under the hood, and tells us where he sees opportunity in the specialty metals space. The conversation then broadens out into the state of the broader mining sector, and specifically gold.

KEFI's in-country position inside Ethiopia looks increasingly secure as major banks, joint venture partners and government entities have all pledged support and then delivered. The company now has major institutions on its share register and looks set fair to begin construction of the Tulu Kapi gold mine shortly. In the background the continuing strength in gold means the economics are robust to say the least. So it's all systems go from here

Watch on YouTube In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including: 00:00 Equity & bond outlook 05:15 Cohort 08:50 Chemring 13:00 Diageo 16:05 Eagle Eye 21:00 Hollywood Bowl 24:55 hVivo 29:15 Ashtead Technology 34:40 AB Dynamics 38:10 CT Automotive 3930 Big Technologies 46:00 Funding Circle 49:40 Gooch and Housego 53:05 Cranswick 57:05 Sirius Real Estate 60:30 Fevertree 62:05 Best stock idea - Keller

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Observations from Mello investor conference 05:10 Profit taking & Ramsdens 07:20 MJ Gleeson 12:00 Watkin Jones 14:50 B&M Retail 18:15 Dr Martens 22:50 Gooch and Housego 27:00 ME Group 30:30 Eagle Eye solutions 36:40 Chesterfield Special Cylinders 41:55 NWF Group 43:30 Dialight 45:30 CMC Markets 49:15 Ashtead Technology 52:00 Longest held and most profitable stock investments 55:10 Cordel 61:40 VP Group 64:30 hVivo 69:30 WISE 72:50 Wizzair #RFX #GLE #WJG #BME #DOCS #GHH #MEGP #EYE #CSC #NWF #DIA #CMCX #AT. #CRDL #VP. #WISE #WIZZ

Watch on YouTube How is an ionic clay rare earths deposit different from other kinds of rare earth deposit? Allan Mulligan is the executive technical director of Harena Resources #HREE. He joins us to answer that question, as it pertains to the company's Ampasindava project in Madagascar, and to talk about plans for low impact mining and progress with the pre-feasibility study

Watch on YouTube Polarean #POLX CEO Christopher Von Jako shares news of FDA approval to use Xenon MRI in children as young as six, expanding their market and boosting safety credentials. He also updates on the Philips partnership, growing clinical adoption, global expansion, and plans to meet 2025 revenue goals.

Watch on YouTube It's been a transformational few months for Metals One #MET1, following a re-capitalisation exercise at the start of the year. The company's share price has soared as deals have been struck to acquire new assets in the US, and new exploration programmes have been initiated. Finance director Dan Maling and chairman Craig Moulton talk us through what's been happening, what's going to happen next, and outline their broader vision for the company.

European Green Transition has released full year results this morning, and also announced that Cathal Friel will be moving into a role as executive chairman following the forthcoming AGM. The company continues to believe that its Olserum rare earths project offers a highly attractive opportunity in the current geopolitical context, but will also be looking to execute more M&A transactions in the months ahead. Cathal Friel and Jack Kelly join us to explore the company's prospects and outline the opportunity

Watch on YouTubeCopper, gold, lithium and diamonds: John Meyer is one of London's best-known mining analysts. He's been top-ranked by Extel on several occasions, and is a founding partner of broker SP Angel, one of the more prominent brokers in the small-cap mining scene. In  wide-ranging conversation John talks about the potential for M&A this year, the outlook for smaller caps, how the market's changed over time, which commodities are in and which are out, and where the best places to go mining are.