The Vox Markets Podcast

Vox Markets Podcast
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Jun 24, 2024 • 9min

1907: Interview with CEO Sandy Chadha of Supreme

In this terrific interview, CEO Sandy Chadha of Supreme takes me through the strategic logic behind today's exciting £15m acquisition of soft drinks manufacturer Clearly Drinks.
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Jun 20, 2024 • 6min

1907: Interview with Klaus Eckhof from Rome Resources

Klaus Eckhof of Rome Resources joins us as the DRC-focused tin company readies itself for its Aim listing. Ahead of the planned reversal into Pathfinder Resources, due to complete in a matter of weeks, Oak Securities has agreed to provide £100,000 in immediate funding to allow work on the ground to get underway immediately. Overall, Oak says it has expressions of interest for a total raise of around £4m, and it’s not hard to see why – the tin price is set to rise, and the tin grades that Rome Resources has already shown have been some of the highest in the world.
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Jun 20, 2024 • 1h 9min

1906: Fund manager interview with Laurence Hulse of Dowgate

In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Dowgate – including:00:00 His investment approach & how the portfolio has fared.04:45 Possible impact of the UK general election06:33 Transense Technologies10:42  MPAC15:42 Windward22:41 Team1726:35 CT Automotive30:47 Springfield properties35:22 Speedy Hire37:46 Aquis Exchange42:05 IG Group and CMC Markets 46:17 Liontrust Asset management.48:44 National World50:53 Smiths news55:06 Angling Direct61:03 Vianet#ONWD #TRT #MPAC #WNWD #TM17 #CTA #SPR #SDY #AQX #IGG #CMCX #LIO #NWOR #SNWS #ANG #VNET
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Jun 17, 2024 • 1h 13min

1906: The Exchange with Paul Hill and Leon Boros

On today's Exchange, I was delighted to speak to accomplished investor Leon Boros – including:00:00 His long term portfolio returns.01:25 Possible market impact of the UK general election.04:20 Journeo plc07:20 Hargreaves Lansdown13:45 AJ Bell Investcentre16:25 Spectra Systems Corporation22:05 Barclays29:40 M&G plc33:10 Legal & General36:10 Bioventix & running winners44:35 Novo Nordisk50:20 Equals Money61:55 Card Factory62:50 Him & Hers64:30 Advanced ADVT69:50 FinsetaLastly apologies  - the broadband went down right at the start & the first 5 mins of the program wasn't recorded.Disclosure: Equals Money & Finseta are Vox Markets clients.
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Jun 13, 2024 • 18min

1905: NetScientific results Q&A with CEO Dr. Ilian Iliev

Vox Markets talks to Dr Ilian Iliev, CEO of deep tech and life sciences investor NetScientific, about a milestone year for the group which saw it break through the £100m AUM barrier.
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Jun 10, 2024 • 1h 15min

1904: The Exchange with Alexandra Jackson of Rathbones

Live today on Vox Markets, I was delighted again to speak to accomplished fund manager Alexandra Jackson of Rathbones Group Plc – including: 00:00 Her investment style & how returns have fared YTD’24. 05:05 Keywords Studios 06:50 Team17 Digital  10:10 Possible market impact of the UK general election 13:10 Volution Group plc  16:15 Treatt  21:00 Boku 24:50 Fever-Tree 30:30 SSP Group plc 33:05 FDM Group 36:45 Bytes Technology 39:40 GBG Plc 43:40 Molten Ventures 47:10 Future  52:00 Advanced Medical Solutions 55:50 Bloomsbury Publishing Plc 60:35 AB Dynamics 67:05 Dowlais Group plc 70:00 Oxford Instruments  #KWS #TM17 #FAN #TET #FEVR #SSPG #FDM #BYIT #MVCT #GBG #BOKU #AMS #BMY #FUTR #ABDP #DWL #OXIG
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Jun 10, 2024 • 23min

1903: IPO Q&A with Fairview International: “The best quality education really needs to be for everyone”

Watch on YouTube New London IPO Fairview International aims to transform private education through affordable, high-quality learning experiences, backed by cutting-edge research and a strong commitment to the International Baccalaureate. Vox speak to Dr. Vincent Chian, its Head of Business Development
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Jun 7, 2024 • 1h 41min

1902: The Exchange with Richard Crow & Paul Hill

Live on today's Vox Markets Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including:00:00 His investment approach & YTD’24 returns07:10 Possible market impact of the UK general election13:50 CMC Markets20:20 Funding Circle UK28:25 TP ICAP32:05 Liontrust Asset Management PLC34:15 Reliability of a ‘Bowl’ chart38:10 Halfords41:35 RBG Holdings plc45:20 Synthomer55:30 Zotefoams63:20 Warpaint Cosmetics67:55 Mpac Group 73:45 Greencore80:20 IG Design Group Plc84:35 Luceco Group90:35 Filtronic#CMCX #FCH #TCAP #LIO #MPAC #GNC #IGR h#LUCE #SYNT #W7L #ZTF #RBGP #HFD #FTC
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Jun 5, 2024 • 5min

1901: Q&A with European Green Transition CEO, Aiden Lavelle

Aiden Lavelle joins to talk us through the latest news from the Olserum project in Scandinavia, and in particular the implications of the increased strike length and newly discovered structure there. He also talks about what it means for the upcoming drill programme, and how potential partners might be looking at the project now, in the light of the recent developments.
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Jun 3, 2024 • 7min

1900: Rome Resources Explores High-Grade Tin Opportunities in the DRC

Grade is king and Rome Resources has got some of the best tin grades found anywhere in the world at its suite of assets in the Democratic Republic of Congo. Klaus Eckhoff, who's an old hand working in the DRC, joins us now to tell us about the opportunity on offer, as Rome joins Aim via a reverse takeover of the Pathfinder Resources shell.

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