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PODCAST

The Vox Markets Podcast

Vox Markets Podcast

Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.

business investing

All Episodes

22:09

2290: Vietnam Holding: Year in Review 2025 and...

The Vox Markets Podcast ·

2026/01/22

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.

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46:05

2289: Mining Matters: We are now in a new commodities...

The Vox Markets Podcast ·

2026/01/21

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

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17:18

2288: Goldstone gets set to drill big in Ghana

The Vox Markets Podcast ·

2026/01/21

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

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11:18

2287: Poolbeg Pharma on JPM 2026: Key Takeaways from...

The Vox Markets Podcast ·

2026/01/21

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.

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71:30

2286: The Exchange with Judith MacKenzie of Downing

The Vox Markets Podcast ·

2026/01/19

Watch on YouTubeIn this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:00:00 Equity outlook06:20 1Spatial10:10 Tracsis16:10 Eagle Eye22:35 Gaming Realms24:10 Ramsdens28:25 Synectics32:20 Cohort36:20 hVIVO41:20 Anpario45:30 Brave Bison48:40 Tatton Asset Management54:00 Avingtrans 56:35 Volex59:55 Flowtech Fluidpower1:01:50 James Latham1:05:25 Ashtead

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16:03

2285: Great Southern Copper all set for big drilling...

The Vox Markets Podcast ·

2026/01/19

Watch on YouTubeGreat Southern Copper's #GSCU chief executive Sam Garrett joins Vox to talk about the company's exploration successes in Chile in 2025 and the company's plans to follow them up this year. The portfolio offers exposure to silver, copper and gold at very attractive grades, with plenty of upside on offer. Shares in Great Southern tripled over the past year, but relative to peers the company remains attractively valued. That may in part be because the peer group largely trades overseas,

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13:37

2284: Pinnacle Silver & Gold to commence drilling...

The Vox Markets Podcast ·

2026/01/15

Watch on YouTubePinnacle Silver & Gold #PINN will shortly commence drilling the underground portion of the El Potrero project in Mexico. The company spent much of last year working up the project to the point where it can be drilled and in the process returned some very high grade gold and silver samples. The project is dominated by gold mineralisation, but there's plenty of silver too, such that at today's prices the value split is about 60:40 in favor of gold. That's according to chief

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92:06

2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters...

The Vox Markets Podcast ·

2026/01/15

In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:00:00 Oxford Biomedica03:50 IQE08:05 Robert Walters13:55 MS International, Cohort & defence sector19:35 Dunelm21:40 Shoe Zone25:45 Which retailers to look at27:20 Fevertree30:40 Premier Miton & fund manager headwinds38:40 Ashmore Group42:00 ME Group46:15 Eagle Eye52:35 Quartix Technologies57:50 Mpac Group64:05 Avacta70:05 Gamma

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15:42

2282: Q&A with CEO James Hickman and CFO Judy Happe...

The Vox Markets Podcast ·

2026/01/15

In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s FY’25 trading update with LFL sales rising 9% to £16.4m.00:00 Strategic progress & impressive growth in Dubai06:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)12:00 FY’26 outlook, valuation & closing remarks------------------------------------------------------------Follow us:X (Twitter):

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80:22

2281: The Exchange with Christopher & Nick Mills of...

The Vox Markets Podcast ·

2026/01/14

Watch on YoutubeIn this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 21 stock ideas, including:

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11:25

2280: ECR will start producing gold within a matter...

The Vox Markets Podcast ·

2026/01/13

Watch on YouTubeECR has hit the ground running in 2026, with a the hiring of a new team to initiate gold production at the Raglan project, and a £1.5 million fundraise which has brought institutions onto the register for the first time. Production is expected to start in a matter of days, and work to get Blue Mountain up and running is also gathering momentum. In the meantime there are opportunities aplenty on the company's exploration portfolio. Nick Tulloch, ECR's chairman, joins us with the

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22:54

2279: KEFI will be bigger than Atalaya, says Harry...

The Vox Markets Podcast ·

2026/01/13

Watch on YouTubeKEFI Minerals is now moving into the construction phase at its Tulu Kapi gold project in Ethiopia, at a time when the gold price continues to hit new highs. According to one broker, this project is the second highest margin gold development project in Africa, and at a production level of 160,000 ounces, the cashflow is likely to run into hundreds of millions of dollars. But KEFI isn't just a one-trick pony. It is also exceptionally well positioned in Saudi Arabia, and even though

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16:58

2278: Cadence expects cashflow from Azteca within six...

The Vox Markets Podcast ·

2026/01/09

Watch on YouTubeCadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is already funded, and then production, slated to begin by the end of June. Kiran Morzaria is Cadence's

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76:29

2277: 2 P's on a Pod: Are Small Caps Set for a...

The Vox Markets Podcast ·

2026/01/08

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.00:00 Outlook for 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of London Investment Group23:20 Topps Tiles26:45 Restore32:55 RWS39:40 Greggs43:30 ITIM47:10 Cerillion51:50 accesso Technology55:05 Seeing Machines1:00:30 Quartix Technology and Microlise1:04:30 Videndum1:08:35 Gulf Marine Services1:21:30 MS

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13:28

2276: Huge gold opportunity in South Africa for...

The Vox Markets Podcast ·

2026/01/06

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

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14:58

2275: ECR Says First Gold Production Is Imminent

The Vox Markets Podcast ·

2026/01/06

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

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10:07

2274: Poolbeg Pharma: Delivering in 2025 and...

The Vox Markets Podcast ·

2025/12/29

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

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7:56

2273: Rome Resources Targets Deeper Potential at...

The Vox Markets Podcast ·

2025/12/23

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.

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25:20

2272: Quantum Data Energy – Funding & Dilution Explained

The Vox Markets Podcast ·

2025/12/23

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

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10:27

2271: Sproule says Quantum Helium has over 1.1bcf in...

The Vox Markets Podcast ·

2025/12/22

Watch on YouTube Howard 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

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1,002 results

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