The Vox Markets Podcast

In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?09:40 Future15:00 PCI-Pal17:15 Pinewood Technologies21:30 Auction Technologies26:40 Beazley bid from Zurich28:00 Cab Payments30:25 Funding Circle37:30 XP Factory40:40 Watches of Switzerland43:50 theworks49:30 Hardide53:15 Trifast59:30 Alumasc1:02:35 Keller1:04:05 Fevara (formerly Carr’s)1:07:50 Creightons or Warpaint?1:11:10 ME Group1:14:00 Cordel1:14:45 Zotefoams1:15:40 ASA International1:17:30 Bloomsbury#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF

Watch on YouTubeIn this interview, Jason Paltrowitz, Executive Director at OTC Markets, discusses the growing trend of US investors trading European equities, the rise of cross-trading by UK and EU-listed companies, and how OTC Markets is helping issuers tap into American capital without the burden of a full US listing. From changing investor behaviour to the strategic advantages of US market visibility, Jason offers insight into how cross-border trading is evolving — and what it means for companies and investors on both sides of the Atlantic.https://www.voxmarkets.com/articles/bridging-markets-why-us-investors-are-turning-to-uk-and-european-stocks-5c93ecb

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 20 stock ideas:00:00 Recent portfolio returns, equity outlook and cash position06:00 Goodwin19:15 Saga30:45 Funding Circle37:25 Zotefoams43:40 Marshalls47:55 SRT Marine51:25 Filtronic54:50 Carclo57:25 Mpac60:00 Dialight1:05:20 AudioBoom1:07:30 Marston’s1:12:20 theWorks1:16:05 Card Factory1:19:55 CML Microsystems1:22:15 Warpaint1:24:10 Other top stock ideas for next 12 months: Journeo, Victrex and S4 Capital#GDWN #SAGA #FCH #ZTF #MSLH #SRT #FTC #CAR #MPAC #DIA #BOOM #MARS #WRKS #CARD #CML #W7L #JNEO #JNEO #VCT #SFOR

Watch on Youtube SP Angel's John Meyer joins Vox to discuss the incredible events in the gold and commodities markets over the past week or so, and to pick out some of his favourite stocks amongst the junior and mid-tier miners.  Stocks covered include:Anglo Asian Hochschild Mining Fresnillo Greatland Gold Aterian Cornish Metals Kodal Minerals Atlantic Lithium Harena Rare Earths 

Tharisa has a well-established track record of chrome and platinum group metals production, and is now on the cusp of delivering significant growth through a move underground at its flagship South African mine and the establishment of new lines of production from a major new Zimbabwean project. The company is keeping a tight rein on costs, even as rising commodities prices push margins up, and it's in that context that the shares have doubled over the past 12 months. Even so, CEO Phoevos Pouroulis still argues that the company is undervalued compared to its peers. He joins us to tell us why he thinks that, and to provide details of what will happen next

In this interview, Quantum Data Energy #MAST CEO Pieter Krügel joins Vox Markets to discuss the Company’s Q1 investor update, recent re-branding, and the strategic evolution of the business. Pieter outlines how Quantum Data Energy is building on its flexible generation foundations, why data led infrastructure is becoming increasingly relevant, and how the Company is approaching growth with a clear focus on execution and capital discipline.

Following the publication of a peer-reviewed paper in Frontiers in Immunology detailing results from the POLB 001 LPS challenge trial, we catch up with Poolbeg Pharma’s CEO Jeremy Skillington and COO Liam Tremble.

In this exclusive conversation, hVIVO CEO Yamin ‘Mo’ Khan joins us to discuss the company’s FY2025 trading update, which delivered revenue in line with expectations and adjusted EBITDA ahead of guidance. Mo reflects on the successful integration of CRS and Cryostore, the company’s strategic repositioning beyond human challenge trials, and how hVIVO is navigating a shifting clinical research landscape. With momentum building across all service lines, Mo also shares what investors can look forward to in 2026.

Watch on YouTubeIn this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.00:00 Life Science REIT03:30 Auction Technology Group08:40 Spire Healthcare13:10 CT Automotive16:45 Marston’s20:00 Mobico24:00 Cordel28:45 Proservice Building Services marketplace32:15 Use of Stop Losses37:00 Kooth41:45 EKF Diagnostics46:15 Paypoint49:40 Hargreaves Services53:25 Pebble Beach Systems57:20 Eagle Eye1:01:05 Lords Group Trading1:06:00 Craneware1:09:25 Eleco1:14:30 Venture Life#LABS #ATG #SPI #CTA #MARS #MCG #CRDL #PRO #KOO #EKF #PAY#HSP #PEB #EYE #LORD #CRW #ELCO #VLG

Following yesterday’s positive and in line FY’25 trading update, CFO Danny Wells of Venture Life #VLG - a leading consumer healthcare products firm - kindly takes me through the:00:00 Key drivers underpinning the double digit top line growth05:10 Health & Her/Him brand07:15 Performance overseas & expansion into US11:10 outlook for (17 months ending) May’26 & utilisation of £34.3m cash mountain16:45 Closing remarksDisclosure: Venture Life is a Vox Markets client