The Vox Markets Podcast

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.

Blencowe Resources has been making great strides with its Orom-Cross graphite project in Uganda in recent months, and has recently received a new tranche of funding from the US's Development Finance Corporation. We are joined by Blencowe's chief operating officer Iain Wearing and by chief executive Mike Ralston for an update on progress and an overview of the company's plans and strategy regarding drilling, off-take, production rates and its connections into the US, the EU and the UK.

Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas. 00:00 Recent buys & sells 02:25 Begbies Traynor 05:25 SDI Group 08:40 SRT Marine 10:20 Watchlist stocks and Spectra Systems 13:05 React 16:30 Bodycote 19:20 Elementis 22:35 Avon Technologies & defence stocks 26:30 M&C Saatchi 30:35 On the Beach 33:30 Pets at home 38:15 Frontier Developments 41:30 Henry Boot 44:05 GetBusy 47:00 Zigup 50:05 Gamma Communications 53:05 Alumasc 55:10 OPG Power 57:40 Integrated Diagnostics Holding 58:30 PZ Cussons 60:40 Curry’s 63:35 DRX 64:55 Funding Circle 66:30 Science Group vs Ricardo 69:05 Seeing Machines

Watch on YouTube Following on from its £4.865 million raise last week, Poolbeg #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.

Watch on YouTubeIn this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence #WATR and CEO Will Knell of American Leak Detection take me through last week’s positive & in line Apr'25 YTD trading update.00:00 Reminder of what the company does, its key USPs, StreamLabs partnership & secular growth drivers10:05 Update on YTD'25 trading and reason for uplift in April’s performance.12:20 Importance & scale of partnerships with insurers.14:45 Accessing US investors, outlook for the rest of the year and closing remarksDisclosure: I own shares in Water Intelligence, who is also a Vox Markets client.

Watch on YouTube Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, the different types of deposits, and what's real and what's not when it comes to the power politics and the hype that surrounds them.

Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, plans for future exploration and development, and the tax breaks available to investors through the EIS scheme.

Watch on YouTube Blencowe Resources #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifically, work on a definitive feasibility study is already well advanced, and drilling is ongoing. Blencowe's Mike Ralston joins us to tell us more.

This discussion features Paul Scott, a stock analyst and markets commentator, known for his insights on UK small-cap companies. They dive into 22 stock ideas, highlighting firms like Renold and Restore, while exploring the implications of M&A activity. Topics such as the potential impact of AI on Future Group and ITV's strategic positioning in a shifting media landscape are also covered. The pair analyze financial health across various sectors, offering a cautious yet optimistic view on investment opportunities in small-cap markets.

Watch on YouTube In this interview following today’s positive and in line March H1’25 results, CEO Bram Goorden and CFO Grant Nash of  IXICO #IXI - an AI powered medical imaging analytics firm - take me through: 00:00 What the business does, its key USPs & growth opportunity ahead. 05:10 Financial highlights, operating leverage, breakeven sales and revenue cover. 10:20 Expansion strategy, new product development & current industry demand (eg tariffs). 15:15 Capital resources and cashflow 17:20 Closing remarks.