The Vox Markets Podcast

Lions Bay Capital and Lions Bay Resources are emerging as the most significant component of Metals One's broad mining and commodities investment portfolio. Lions Bay's executive chairman John Byrne, and Metals One's managing director Dan Maling explain how the relationship developed, and what it will mean for Metals One. Lions Bay brings a big opportunity for significant value to be created in integrated gold production in South Africa, especially against the backdrop of the current sky-high gold price.

Watch on YouTubeFor ECR Minerals, 2026 will be all about gold production. At the Raglan alluvial project in Australia ECR already has all the plant and equipment in place and is now assembling the team that will press the "go" button for production. The aim is to be up and running before Easter, and with gold running so high, it's an excellent time to be doing so. Following on from Raglan will come the larger Blue Mountain project, also alluvial. ECR's chairman Nick Tulloch joins Vox with more details, as well as with updates on other projects in Queensland and Victoria.

In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of the most pressing healthcare opportunities globally, and outlines the strengthened financial position supporting upcoming trials. Looking ahead, Jeremy explains what investors can expect in 2026, why he believes Poolbeg is strategically positioned for value-creation, and why now may be the right time for investors to pay close attention.

Watch on YouTubeRome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.

Watch on YouTube This explainer video is designed to help retail investors better understand Quantum Data Energy’s funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice.  The video breaks down complex concepts like prepaid and cash warrants, fully diluted share counts, and “non-dilutive” project-level funding in plain English, providing clarity on how capital has been raised and how value is intended to be created going forward.

Watch on YouTubeHoward McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estimate (2U) basis. The company has also recently shot seismic, and will look to undertake drilling in 2026

In this interview, Christopher Nicholson, Head of Research at ACF Equity Research, provides a clear and pragmatic assessment of flexible low-carbon energy companies listed on AIM — a sector increasingly critical to grid stability, data centres and the energy transition. AFC Energy #AFC eEnergy #EAAS Quantum Data Energy #MAST EnergyPathways #EPP Thor Energy #THR

In this short end-of-year interview, Quantum Data Energy CEO Pieter reflects on a pivotal year for the company, including the operational progress made, the funding reset that reshaped the balance sheet, and how the business is positioned heading into 2026.

Watch on YouTubeIn this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas.00:00 YTD’25 portfolio returns and 2026 outlook06:50 1Spatial09:50 TT Electronics14:10 Hollywood Bowl17:40 Card Factory (& 60:00)21:15 Moonpig25:45 Watkin Jones Group31:05 Synectics37:10 Tribal Group43:10 Essentra45:40 Frontier Developments51:00 Beeks Financial (& 76:45)57:50 SDI Group60:20 Van Elle64:15 Character Group68:40 Tristel73:35 Springfield Properties78:00 Victoria82:20 Nichols84:50 Sthree88:10 Premier Miton91:00 EKF Diagnostics#SPA #TTG #BOWL #CARD #MOON #WJG #SNX #TRB #ESNT #FDEV #BKS#SDI #VANL #CCT #TSTL #SPR #VCT #NICL #STEM #PMI #EKF

In this candid introductory interview, Golden Matrix Group Inc. (NASDAQ:GMGI) Exec Chairman William Scott breaks down the company’s business model in plain terms, explains where growth is really coming from, and shares when investors can expect meaningful profits. Speaking directly to retail investors, Scott discusses the risks ahead, how GMGI plans to expand its international gaming footprint, and why he believes the company is positioned to win in a competitive and fast-moving iGaming space. With no fluff or overcomplication, this conversation offers a grounded look at a small-cap tech company aiming to make a big impact.