The Vox Markets Podcast

Following today’s strong and better than expected FY’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the:00:00 Current demand picture and growth drivers.04:25 Financial highlights07:45 Future organic and acquisitive growth opportunities10:05 Outlook for 2026 & closing remarksDisclosure: I own shares in Eleco, who is also a Vox Markets client

Georgina Energy (GEX.L) is pushing ahead at its Hussar EP513 prospect with a confirmed $25 million structured offtake funding deal from Harlequin Energy. CEO Tony Hamilton joins us to break down what this means for investors, how Georgina plans to monetise Helium, Hydrogen and Natural Gas, and the company’s roadmap to becoming a producer. We also discuss Schlumberger’s role, revised resource estimates, and the long-term strategy behind this non-dilutive funding model.

Harena Rare Earths has released details of a pre-feasibility study for its Ampasindava rare earths project in Madagascar. The study shows on a base case scenario that the project could generate around US$1bn in cash flow over a 20 year mine life. Capex is set at US$142 million, although further refinements as the DFS gets underway could reduce that. The upside scenario shows potential for US$2.6bn in cash flow, so there really is a lot to play for. Not surprising that the shares soared 25% on the news. Harena's executive chairman Ivan Murphy joins us to tell us what it all means, and what happens next.

For more information you can contact Chancery Royalty at:Website: www.chanceryroyalty.comChancery Royalty is a new company in the gold and silver royalties space. It already has four royalties in its portfolio, including a significant royalty over KEFI Gold's Tulu Kapi gold mine, which is just going into construction. The company is now raising new funds in a pre-IPO round, and plans to list later this year, most probably in Canada. How is it valued compared to its peers? - very attractively, according to chief executive Jeremy Gray. He joins Vox to tell us more about Chancery's plans, and also to pitch us his predictions for the next upward leg in the gold price. US$7,700 anyone?Email Max: max.beck@chanceryroyalty.comEmail Edward: edward.balme@chanceryroyalty.comEmail Eric: eric.robinson@chanceryroyalty.com

In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Auction Technology Group06:30 Beazley08:55 Kitwave14:10 Delisting risk criteria16:35 NCC19:50 Evoke23:30 Flutter25:35 Gaming Realms26:15 Big Technologies31:15 Theworks.co.uk34:55 Treatt39:55 B&M European Retail43:10 Zotefoams47:40 Judges Scientific51:55 Kooth55:45 Beauty Tech Group1:00:25 Bango1:03:30 Boku1:05:20 Funding Circle1:08:30 Raspberry Pi1:14:55 JD Sports1:17:55 Wise1:23:45 Warpaint ATG #BEZ #KITW #NCC #EVOK #FLTR #GMR #BIG #WRKS #TET #BME #ZTF #JDG #KOO #TBTG #BGO #BOKU #FCH #RPI #JD. #WISE #W7L

Drilling continues on the ground at Rome Resources' Bisie North tin and copper project in the Democratic Republic of Congo. The rigs are currently at work on Kalayi, where the target is tin at depths of up to 250 metres. They will then move onto Mont Agoma where copper and zinc is situated alongside the tin. The current drill programme could end up tripling the resource base at Kalayi, according to Rome's chief executive Paul Barrett, although we'll have to wait for the assays before we know one way or another. In the meantime, the results from metallurgical work are due soon too.

Watch on YouTube2025 marked Vietnam Holding’s #VNH 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam’s equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplined investment approach. Developments in market structure and ongoing discount management remained key themes as the company looked ahead to 2026.

Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots of action as 2026 really gets underway. The next big thing? - Indaba in Cape Town, early February.7:18 Anglo Asian Mining 8:40 Caledonia Mining 9:36 Power Metals10:41 Tertiary Minerals11:43 Metal's Exploration20:08 Andrada 20:41 Cornish Metals22:01 Rome Resources41:38 Atalaya41:55 Kefi 45:20 Kavango

Watch on YouTubeGoldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resource to justify the construction of a carbon-in-leach plant to take production to the next level. Goldstone's chief executive Emma Priestley joins Vox to give us more detail

Watch on YouTubeFollowing attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg’s strategy in the year ahead.