The Vox Markets Podcast

The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for many years a trailblazer in Ethiopia, and which is now developing a gold mine.

Jamie Ward, a professional investor and former fund manager, shares his insights on the current stock market landscape. He discusses whether the recent rally can sustain or is merely a 'dead cat bounce.' The conversation covers active versus passive investment strategies and highlights companies like Wise and Burberry. Jamie also dives into challenges faced by JD Sports and Vistry, explores agricultural investments, and emphasizes the significance of risk management in portfolio construction. He crowns DCC as his top stock pick for the next year.

Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’ 04:00 HAT and M&A activity 06:10 Potential other M&A targets eg Inspiration Healthcare 11:40 Eurocell 15:55 Wickes 18:50 Brickability & Michelmersh 21:35 Marks & Spencer 25:00 Cranswick 27:10 Diaceutics 30:25 Tristel 33:30 RNK 37:05 Venture Life 41:15 MacFarlane 44:20 Foresight Group 48:20 ITM Power 52:55 Watches of Switzerland 57:00 Victorian Plumbing 61:45 What is a ‘coffee can’ stock? 62:30 Ultimate Products 66:00 Gooch & Housego 68:35 Mobico 71:55 Big Technologies 74:40 Argentex #HAT #IHC #ECEL #WIX #BRCK #MBH #MKS #CWK #DXRX #TSTL #RNK #VLG #MACF #FSG #ITM #WOSG #VIC #ULTP #GHH #MCG #BIG #AGFX

What are batteries, how do they work, what are cycles, cycle-lives, and what are the different types of battery? What are the opportunities for investors interested in the battery space, and what will advances in these technologies mean for the future? John Wood is chief executive of Gelion, a company developing sulfur-based battery technologies. He joins us with the answers

Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-Ventures

Watch on YouTube In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas. 00:00 Outlook for UK small/midcaps and M&A activity 03:45 Avon Protection 06:35 Senior 10:20 Victrex 14:30 Premier Foods 18:40 Currys 22:00 Dominos Pizza 25:30 Watches of Switzerland 31:20 Keller 34:15 Marshalls 38:15 Serica Energy 43:50 Hunting 47:45 M&C Saatchi 52:10 Savills 55:00 Everplay 58:50 Oxford Nanopore Technologies 1:03:35 Wilmington 1:06:25 Favourite stock idea - DFS Furniture

Watch on YouTube Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.

This week, Paul Scott, a UK equity analyst and small-cap investing expert, joins for an in-depth discussion on stock opportunities. They delve into the ramifications of recent US and UK interest rates on investments and analyze specific companies like Gulf Marine Services and Victrex. The conversation highlights the significance of robust management in navigating market fluctuations and the prospects within sectors like offshore wind. Insights also cover cybersecurity challenges and small-cap resilience amidst broader economic influences.

Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:  00:00 Outlook for UK smallcaps 05:15 M&A activity and Corpay’s approach for Alpha International 08:55 Babcock International 11:45 Qinetiq 15:20 Moneysupermarket or MONY 18:30 Telecom Plus 22:15 Moonpig 25:30 Onthebeach 27:25 How important is cashflow yield as a stock picking metric? 28:55 Warpaint 31:10 Mears 34:45 MJ Gleeson & potential Building Safety Levy 38:45 Henry Boot 41:30 GB Group 45:40 Yougov 48:35 NCC 51:50 AOTI Inc 55:40 RWS Holdings 58:25 Beeks Financial Cloud 60:05 Favourite stock idea - Alpha International #ALPH #BAB #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS