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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

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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33:46

2270: Stocks Thematic Discussion with ACF Equity...

The Vox Markets Podcast ·

2025/12/19

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

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10:48

2269: Quantum Data Energy: CEO on 2025, the Funding...

The Vox Markets Podcast ·

2025/12/18

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.

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95:53

2268: 2 P’s on a Pod: Small Cap Chaos! M&A Drama,...

The Vox Markets Podcast ·

2025/12/17

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 outlook 06:50 1Spatial 09:50 TT Electronics 14:10 Hollywood Bowl 17:40 Card Factory (& 60:00) 21:15 Moonpig 25:45 Watkin Jones Group 31:05 Synectics 37:10 Tribal Group 43:10 Essentra 45:40 Frontier Developments 51:00 Beeks Financial (& 76:45) 57:50 SDI Group 60:20 Van

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12:44

2267: Betting on the Future: A Sit-Down with Golden...

The Vox Markets Podcast ·

2025/12/17

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

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9:14

2266: Rome Resources will be drilling within weeks

The Vox Markets Podcast ·

2025/12/17

Plenty of action brewing at Rome Resources, following the company's recent fundraising. The plan now is to get back onto the ground now and set the drillbits turning on the company's Bisie North tin and copper project in the Democratic Republic of Congo. Rome has already delineated a maiden resource at Bisie North, and is now shooting for higher grade material at greater depths. Klaus Eckhof, the company's chairman, joins Vox to tell us all about it.

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95:05

2265: The Exchange with Laurence Hulse of Onward...

The Vox Markets Podcast ·

2025/12/16

Watch on YoutubeIn this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 13 stock ideas. 00:00 Equity outlook for 2026 07:35 Pebble Beach Systems 14:10 ITIM 19:50 Fintel 23:15 Synectics 28:00 MPAC 35:45 Audioboom 46:50 The Mission Group 53:15 Mincon 59:50 Alumasc 66:05 Springfield Properties 73:50 Angling Direct 81:15 Likewise 88:25 3 favourite stock ideas for 2026. Pebble Beach Systems,

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11:25

2264: 2026 will be a massive year for Harena Rare Earths

The Vox Markets Podcast ·

2025/12/16

Ivan Murphy, executive chairman of Harena Rare Earths, joins Vox for a rundown of what happened in 2025 and a look ahead to what's in store in 2026. Much has changed. In early 2025 Harena executed the reversal that gave it its London listing, and then moved rapidly to advance its Ampasindava rare earths project in Madagascar. This project is now well on the way to production, as the licensing process proceeds, and a DFS continues to work its way through the pipeline. Meanwhile, high level talks are

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83:54

2263: Small Cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast ·

2025/12/10

Watch on YoutubeIn this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on 19 stocks. Also watch out for next week’s Xmas Special at 2pm Wedn 17th Dec. 00:00 Recent buys or sells. 01:20 XP Factory 07:10 Everyman Media 11:25 Big Technologies 16:30 What’s going to trigger a UK smallcap rally? 23:30 Topps Tiles 26:55 Begbies Traynor 31:40 Applied Nutrition 35:00 Ashtead Technology 40:25 Venture Life 44:00 Cohort 46:20 RWS 50:15

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42:37

2262: Lithium good times are here again, and Kodal...

The Vox Markets Podcast ·

2025/12/10

Watch on YouTubeBernard Aylward, the CEO of Kodal Minerals #KOD, joins Vox to talk about the company's nascent lithium production project in Mali, how it's going and what the expansion plans are. Set in motion with an initial US$65 million in capital, the Bougouni project is now up and running, with plans to develop a much larger, stage 2 operation in 2026. In the background, the lithium price has improved markedly, and the mining sector in general has come alive as Kodal has got Bougouni going

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18:11

2261: Q&A with IXICO CEO Bram Goorden and CFO Grant Nash

The Vox Markets Podcast ·

2025/12/09

Watch on Youtube In this upbeat interview, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through today’s strong & slightly better than expected FY’25 results, including: 00:00 What’s been driving the powerful top line growth & current demand picture. 06:15 Financial highlights 09:15 Top level strategic glide path from FY’25 sales of £6.5m to £10m in the medium term and ultimately £20m. 13:50 FY’26 outlook 16:15 Closing

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