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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

13:09

2256: Cadence now funded to first production...

The Vox Markets Podcast ·

2025/12/02

Watch on YouTubeCadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money that was already in place following a financing earlier this year. Cadence chief executive Kiran Morzaria joins Vox to give us more detail, and to talk

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70:06

2255: Exchange with Richard Penny of Oberon Investments

The Vox Markets Podcast ·

2025/12/01

Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas: 00:00 Equity outlook for 2026 04:10 Eagle Eye 07:40 NCC plc 12:10 RM plc 16:40 Inspecs 19:55 Bellway 22:05 Breedon 25:00 Kooth 27:30 Big Technologies 29:15 Easyjet 31:55 SSP Group 35:45 Spire Healthcare 38:25 One Health Group 42:45 Verici Dx 44:30 Distribution Finance Capital 48:05 Zegona

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17:42

2254: Tharisa books $603m in revenue, $117m in...

The Vox Markets Podcast ·

2025/12/01

Watch on YouTube Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the

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34:52

2253: Transformational year: Savannah Resources on...

The Vox Markets Podcast ·

2025/12/01

Watch on YouTube Emanuel Proença, chief executive of Savannah Resources joins Vox to talk about the company's Barroso lithium project in Portgual. Lithium prices have recovered sharply in the second half of 2025, even as Savannah has been pressing on with development work at Barroso, which is Europe's largest spodumene project. The plan is to produce a purified spodumene product at significant scale, for shipping to Europe and the wider world

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8:40

2252: Blencowe delivers big resource update and even...

The Vox Markets Podcast ·

2025/12/01

Watch on YouTube Blencowe Resources has released two major items of news over the past couple of days. The first was a significant update to resources and reserves at its Orom-Cross graphite project in Uganda. The second was the release of a definitive feasibility study for Orom-Cross outlining a development scenario generates significant earnings and cashflow and that shows an internal rate of return of over 90%. The net present value is set at over US$1 billion. CEO Mike Ralston joins Vox to

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6:26

2251: Driving Growth in Clinical Research: Thomas...

The Vox Markets Podcast ·

2025/11/28

Watch on YouTubeIn this in-depth interview, we speak with Thomas Forst, Chief Medical Officer of CRS and the wider hVIVO Group, to explore how the acquisition is reshaping the organisation’s clinical research capabilities

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76:25

2250: Small Cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast ·

2025/11/27

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment) 06:00 Unite Group and new fees on international students 11:50 GlobalData 16:00 GB Group 19:45 Spectra Systems 22:45 Boohoo 27:10 Pets at Home 29:00 Do new CEOs work for turnarounds? 32:00 Microlise 34:55

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8:14

2249: Metals One goes big in South African gold and...

The Vox Markets Podcast ·

2025/11/27

Watch on YouTube Metals One #MET1 is investing US$1.8 million in Lions Bay Resources via a convertible loan note, payable in two tranches. Lions Bay owns a sizeable plant in South Africa which can be used to supply power and steam to nearby customers. The plan, though, is to build in a roasting facility that will allow the plant to treat refractory gold ore from waste dumps, and build up a significant production profile. Metals One managing director Dan Maling joins Vox to explain how it all fits

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31:48

2248: Pan African hits the big time with move into...

The Vox Markets Podcast ·

2025/11/27

Pan African Resources is a well-established gold miner with long-standing assets in South Africa and a growing presence in Australia. The company was built around the Barberton gold mine in Mpumpalanga, which first began operating in the nineteenth century. During the past couple of decades Pan African has significantly added to its portfolio, bringing on new mines as well as earnings-accretive tailings projects. The recent high gold price has pushed up margins, and propelled the company to a market

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9:08

2247: Harena gears up for major newsflow

The Vox Markets Podcast ·

2025/11/25

It's been another jet-setting couple of weeks for the Harena team. Company executives and management have recently spent extensive time with the new government of Madagascar, building relationships ahead of the granting of the the permit for the Ampasindava rare earths project on the north coast. Across the Atlantic there have also been meetings with high echelons in the US government following on from the company's listing on the OTC. Executive chairman Ivan Murphy joins Vox to tell us what's been

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49:46

2246: Mining Matters: We're in a bull market, says...

The Vox Markets Podcast ·

2025/11/25

Watch the YouTubeThe CQS Natural Resources fund is one of the most influential and long-standing mining investment trusts in London. Portfolio manager Robert Crayfourd joins Vox to offer his insights into where the mining markets go from here - in a year in which gold has surpassed all expectations, but other metals still have some way to go. Are we now in a bull market? - yes, says Crayfourd, but there's still plenty of upside on the table. CQS remains well positioned in precious metals and in

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20:56

2245: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne...

The Vox Markets Podcast ·

2025/11/25

Watch on YouTube In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive H1’26 results and in line outlook. 00:00 Demand dynamics across all three divisions 06:25 Key financial highlights and capex plans 12:05 New product development and distribution strategy 15:25 M&A and ongoing integration 18:10 Outlook, H2’26 visibility & closing remarks

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76:27

2244: Small-cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast ·

2025/11/20

00:00 Investor sentiment from Mello conference02:20 CMC Markets 07:05 PZ Cussons 10:15 McBride 15:29 Paypoint 21:45 Ocado 25:40 Tracsis 28:50 JD Sports 32:45 Plexus 37:40 Bloomsbury Publishing 43:30 Alumasc 48:10 Grainger 52:15 Trifast 55:30 Eagle Eye 59:25 CML Microsystems 63:35 Likewise 68:00 Vianet 72:15 Future

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16:22

2243: GreenX Metals showcases potentially huge German...

The Vox Markets Podcast ·

2025/11/20

Watch on YouTubeGreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset

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6:24

2242: Quantum Helium initiates 3D seismic on Sagebrush

The Vox Markets Podcast ·

2025/11/19

Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very

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8:01

2241: Q&A with IXICO CEO Bram Goorden

The Vox Markets Podcast ·

2025/11/17

Watch on YouTubeIn this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington’s Disease.

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13:19

2240: This year's Resourcing Tomorrow will be...

The Vox Markets Podcast ·

2025/11/14

Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.

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77:03

2239: Small-cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast ·

2025/11/12

Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40. 00:00 4Imprint 04:45 FDM 09:05 Oxford Instruments 12:40 Avingtrans 16:35 Tracsis 21:00 ME International 25:05 MJ Gleeson 32:30 Hilton Food 34:50 Finseta 37:45 Ultimate Products 43:20 Rightmove 50:25 Light Science

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10:08

2237: Shearwater Results - CEO Phil Higgins & CFO...

The Vox Markets Podcast ·

2025/11/11

Watch on YouTubeIn this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.

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63:48

2236: The Exchange with Ken Wotton of Gresham House

The Vox Markets Podcast ·

2025/11/10

Watch on YouTube In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following: 00:00 Equity outlook 04:30 Activeops 09:00 Pinewood Technologies 12:00 Tribal 16:25 Netcall 21:50 Franchise Brands 25:25 MPAC 28:20 Capita 32:40 Iomart 37:30 Nichols 40:05 Spire Healthcare 43:45 IXICO 46:35 Kooth 52:20 Fintel 55:15 MHA 59:30 Favourite stock idea for next 12 months. Brooks MacDonald

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968 results

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