The Vox Markets Podcast

In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies

Watch on YouTube In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago. Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/cost synergies and how the transactions are being funded. Disclosure: MPAC is a Vox Markets client.

Watch on YouTubeIn this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including:00:00 What the company does, its key USPs and current demand picture06:00 Financial highlights, improving gross margins and strong cash generation10:45 M&A, efficiency and new product development opportunities16:00 Outlook and longer term vision#VLG is a Vox Markets client.

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including: 00:00 Her approach to investing & outlook for UK equities 08:45 Eagle Eye Solutions 12:50 1Spatial 15:45 EKF Diagnostics & Argentex 17:20 Tracsis 23:05 Fonix Mobile 27:50 Cohort 30:10 Learning points from 2 past losses 34:00 Avingtrans 39:45 Equals 42:15 hVIVO 48:10 H&T 52:15 What to do when shares drop on good news 53:20 How to identify value traps 55:05 Facilities by ADF 58:40 Flowtech Fluidpower 1:00:05 Kitwave 1:02:40 Synectics 1:05:00 Current share most excited about, recent sales & final key messages #EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX

Lord Ashbourne, analyst with Edison, talks about his recent research note on  Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.

CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader context in which the company is operating in.

In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including: 00:00 What the company does, its USPs & key growth drivers 09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world 17:40 Financial highlights 30:30 Contingency plans for Beirut office 35:55 Future newsflow, lifting the stock's REG-S status & key summary messages  Disclosure: Fadel Partners is a Vox Markets client

In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take me through today’s in line FY’24 results and exciting outlook – including: 00:00 What Avingtrans does, its successful ‘PIE’ strategy & rationale for consolidating the engineering businesses under one roof (AES). 05:35 FY’24 financial highlights 11:30 Current demand across the engineering division 18:00 Integration of Slack & Parr, and potential AES value catalysts 22:40 Status of commercialising Adaptix & Magnetica, alongside longer term options for realising value in the medical division 31:35 YTD’25 outlook and revenue cover

European Green Transition #EGT put out interim results this morning. Here to update us on the latest, including progress at Olserum, in Cyprus, and information on the cash position, is chief executive Aiden Lavelle

Watch on Youtube - https://www.youtube.com/watch?v=iG2hdHzawl8 Richard Harpham and Graham Bird of XP Factory discuss the company’s evolution since 2018, transforming niche escape rooms into mainstream attractions. They detail the acquisition of Boom Battle Bar, financial growth, customer satisfaction, and future expansion plans, emphasising cost management and potential UK and international opportunities. 00:17 What was your initial vision for Escape Hunt? 01:35 How did that then lead to the acquisition for Boom 04:59 In 2019/20, turnover was under £5M—how did it hit £60M by March 2024? 07:46 Your growth has been phenomenal, but does that align with your original vision? 10:50 Is the business in a position to keep growing? 14:56 How are Escape Hunt and Boom performing? 18:37 How confident you both you can achieve and maintain the like for likes? 19:41 Have you seen the business growth, and the downside of, that is the cost go up. How are you managing those costs? What kind of effects are they having? 23:40 There's a lot of uncertainty. In a few weeks time, our new leader is going to announce the latest budget. Are you concerned about this? 27:10 How are you going to utilise the 10 million facility at Barclays and, what sort of growth are you looking at? 29:20 You mentioned earlier about places like Dubai—how do you see that in comparison to the alcohol-driven culture in the UK? 31:51 What do you think the business will look like in 5 years? 36:50 Competitive socialising 39:30 Why would somebody invest in XP Factory 42:36 Which is going to see more focus, Escape Hunt, or Boom?