On today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including: 00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks. 06:20 Rightmove & Moneysupermarket Group 09:45 Hunting 13:25 Rio Tinto 17:35 RWS Group 22:05 Speedy Hire 27:00 TI Fluid Systems 30:1…

Watch on YouTube In this interview, Paul Pagano CEO of Lunglife AI #LLAI takes me through last week's in line FY'23 results & the commercialisation of LungLB, alongside March's £1.8m top-up fund raise and business' possible future strategicOleh Vox Markets Podcast

In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas. 00:00 Equity outlook 08:40 Netcall 14:25 Cerillion 19:10 Tracsis 23:10 Auction Technology 30:00 Advanced Medical Solutions 35:05 CVS Group 40:30 Porvair 43:20…

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic …

Watch on YouTube Aiden Lavelle and Jack Kelly, co-founders of European Green Transition (EGT), celebrated their company's successful IPO on the London Stock Exchange after raising £6.45 million. They discussed their backgrounds, the decision to list in London, and EGT's contribution to Europe's green economy…

Alastair Ford interviews Neil Herbert, executive chairman of Atlantic Lithium, about his recent share purchases and the company's progress.Oleh Vox Markets Podcast

Originally published: 21.03.24 In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Across Europe, right wing parties are on the rise. Is the Righ…

Watch on YouTube In this interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes Vox Markets through today's in line 20243 results & positive outlook for 2024.Oleh Vox Markets Podcast

Watch on YouTube After another record year for human challenge specialist Hvivo, chief executive Mo Khan talks us through the building blocks he’s putting in place to take the company to its longer-term target of £100m of sales by 2028. 0:30 Highlights of 2023 results, including record revenues and profitability, and Ebitda margins ahead of guidanc…

On today's Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:35 Richard’s investment approach & how his portfolio fared in Q1’24. 07:15 Marks & Spencer 11:55 Rolls Royce 14:20 Outlook for Electric Vehicles 17:40 Dowlais 20:45 TI Fluid Systems 23:25 MPAC 28:20 J…

Watch on YouTube In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including: 00:00 Her outlook for equities & smallcap liquidity. 08:25 Tristel 14:20 EKF Diagnostics 17:35 Elementis 21:25 Intertek 22:55 Rotork 26:25 Buying best-in-class industry champions 31:05 Auto Tra…

Alastair Ford interviews Aldo Boitano, CEO of CleanTech Lithium, regarding their resubmission of CEOL applications for Chilean projects Laguna Verde and Francisco BasinOleh Vox Markets Podcast

Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter? In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are…

With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it. In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks a…

On today's Easter stock picking fest, I was delighted to speak to accomplished investor John Hugham of Vox Markets – including: 00:00 His approach to investing. 03:25 New ‘free’ stock picking service 04:55 BT 11:00 Angling Direct 14:05 Michelmersh Brick 18:50 Why smallcaps aren’t leading the economy? 22:40 Ten Lifestyle 26:50 HAT 30:00 Managing por…

(Watch the video interview HERE) In this interview, 1st class fund manager Richard Penny of Crux Asset Management takes Vox Markets through: 00:00 his outlook for equites 05:00 1Spatial 08:05 Advanced ADVT 10:45 Pinewood Tech 13:45 FD Technologies 17:15 Kooth 20:00 Creo Medical 24:10 Incanthera 26:05 Arecor Therapeutics 29:20 BATM Advanced Comms 34…

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Productivity, wage growth and the labour force: what can be learn from history abou the impac…

On today's live ‘Exchange’, I was delighted to speak to accomplished investor & trader Michael Taylor of Shiftingshares.com – including: 00:00 His approach to investing & stock trading. 10:10 Gulf Keystone Petroleum 14:35 Serica Energy 17:35 Renold 20:15 MPAC 24:40 Tortilla Mexican Grill 29:00 Supreme 33:55 Accrol 35:05 Equals 38:55 Reach 40:35 Ran…

Vox Markets speaks to Ilian Iliev, CEO of deep tech and life science VC investor NetScientific, about the company's deep experience and unique approach to unlocking value from bleeding edge technologies.Oleh Vox Markets Podcast

Today, Alastair Ford interviews Neil Herbert from Atlantic Lithium, discussing recent announcements and the company's progress. Neil highlights milestones achieved and upcoming plans, including securing a mining lease agreement and investments from entities like the Minerals Investment Fund of Ghana. They delve into off-take agreements, emphasising…

Vox Markets speaks to Richard Harpham, chief executive of experiential leisure innovator XP Factory, about how a relentless focus on customer satisfaction and data-driven business optimisation, alongside a change in customers’ leisure habits, has led to a milestone moment profit for the Escape Hunt and Boom Battle Bar owner.…

(Watch the video interview HERE) In this interview, fund manager Chris McVey of Octopus Investments takes me through his latest thoughts on the capital markets alongside highlighting 19 investment ideas. 00:00 Equity outlook 04:05 ActiveOps 06:35 Netcall 09:25 Iomart 11:55 Pinewood Technologies 14:40 Bloomsbury Publishing 18:00 STV Group 21:55 Keyw…

In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac Group take Vox Markets through today’s strong 2023 results, record bookings and positive outlook – including: 00:00 Current demand picture across the group’s core markets & key USPs. 07:15 Pricing environment and status of supply chain. 12:00 Financial highlights 15:2…

On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including: 00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio. 08:35 Rolls-Royce 17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc 20:45 Smith+Nephew 25:55…

Jeremy Skillington and David Allmond of Poolbeg Pharma, discuss with David Buik about the company's journey, market position, and future prospects. They touch upon Poolbeg's establishment, market performance, recent developments, strategic focus on rare diseases, and utilisation of artificial intelligence in drug development. The conversation also …

Vox Markets talks to Good Life Plus #GDLF CEO Charlie Chadd on how he’s assembled a dream team to drive growth at the gaming company with a twist, and how additional investment will accelerate growth over 2024. 0:28 Reintroducing CEO Charlie Chadd and how Good Life Plus’s unique business model combines prize draws and member benefits. 2:41 Progress…

In this interview, accomplished fund manager Oliver Brown of RC Brown takes me through 20 fascinating stock ideas including: 00:00 His outlook for equities. 04:20 Avacta 09:00 Segro 13:00Fonix Mobile 16:10 Microlise 19:10 Team17 23:10 XP Power 26:05 Volex 28:00 Midwich 30:25 Strix 33:55 FRP Advisory 35:55 Marlowe 39:05 Johnson Service Group 41:45 F…

On today's live ‘Exchange’ for Vox Markets, Paul Hill was delighted to speak to accomplished investor and ex-Schroders fund manager Iain Staples - covering: 00:00 His investment approach & recent M&A splurge 07:40 Equals Money 11:45 Renew Holdings plc 15:45 Mpac Group PLC 18:55 Anpario plc 21:05 hVIVO 25:55 Elecosoft 31:30 Tracsis PLC 36:35 FADEL 3…

In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm offering autoantibody profiling that is used to enable precision medicine within the Biopharma industry. 00:00 What the company does and the current demand picture within the Biopharma sector 09:15 recent contract wins and update on commercialisation strategy…

Watch on YouTube In this in depth interview, accomplished fund manager Brendan Gulston of Gresham House takes Vox Markets through 20 fascinating stock ideas including: 00:00 His outlook for equities. 10:35 Iomart 14:45 Learning Technologies 18:05 Netcall 22:10 Pinewood Tech (formerly Pendragon) 27:40 Team17 31:00 Keywords Studios 36:15 Tribal Group…

(Watch on YouTube) Vox Markets speaks to Chris von Jako, chief executive of Polarean #POLX, about the company’s five pillar strategy to drive uptake of its life saving lung imaging technology. 0:29 Chris von Jako describes the progress the company’s made on the regulatory and commercial front since he joined as CEO last June. 3:57 Discusses Chris’s…

(Watch Live stream HERE) 00:00 Roland's investment approach & key takeaways from recent trading updates 07:15 Avacta 11:20 Direct Line 15:15 Renishaw 21:40 Avingtrans 25:45 Renold 26:55 Costain 30:45 Vp Plc 34:50 Robert Walters 38:30 PZ Cussons & investing in emerging markets 47:35 Animalcare 51:50 Anpario 54:45 IG Group 57:50 Ultimate Products 61:…

Steve Kessler, executive chairman of green lithium specialist CleanTech Lithium, talks Vox Markets through its plans to deliver a more robust PFS and how this underpins future strategic discussions.Oleh Vox Markets Podcast

Watch on YouTube Vox Markets talks to Itaconix #ITX co-founder and chief executive John Shaw on what’s behind a year that’s seen the natural chemicals specialist deliver record revenues, and how the cost, performance, and safety advantages of its plant-based manufacturing ingredients are opening up multiple market opportunities. 0:30 Discusses the …

Watch on YouTube In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take Vox Markets through today’s in line H1’24 results and positive outlook. 00:00 Demand picture across key markets. 06:05 H1'24 financial highlights & revenue cover. 14:10 Strategic rationale for creating the new Advanced Engineering Systems division 19:…

Watch on YouTube In this interview Paul Hill spoke to accomplished investor Paul Scott of Stockopedia about: 00:00 His successful stock picking strategy 03:30 Key takeaways from recent smallcap trading updates 09:40 Plexus 16:15 Renold 18:55 Zotefoams 22:55 Porvair 27:00 Luceco 30:15 Volex 36:55 Beeks Financial Cloud 43:15 Intercede 47:10 CMC Marke…

(Watch on YouTube) Vox Markets speaks to Jonathan Owen, CEO of Northern European explorer Metals One #MET1, about how recent positive drilling results underpin the group’s strategy to develop one of Europe’s cleanest and cheapest battery metals resources and meet Europe’s politically driven need for domestic supply. 0:38 An update on recent drillin…

(Watch the Video interview here) In today's live ‘Hot Stocks’ show for Vox Markets, Paul Hill speaks to accomplished investor Richard Crow (alias Cockney Rebel on social media) about: 00:00 Richard's investment approach 04:00 Key takeaways from recent trading updates 09:30 Rolls-Royce 16:30 Marks and Spencer 22:45 Mpac Group PLC 29:45 Avon Protecti…

Dr Tom Oakley, founder and chief executive of digital diagnostics specialist Feedback plc, talks Vox through the company’s latest results, and how a recent Parliamentary report could prove the catalyst for much-needed investment into the NHS’s digital infrastructure. 0:28 Discusses the company’s latest results, and why NHS procurement cycles should…

In this in depth interview, accomplished fund manager Mark Niznik of Artemis takes Vox Markets through 19 stock ideas including: 00:35 His outlook for equities 04:20 Beeks Financial Cloud 09:50:10 RWS Holdings 15:40 Eckoh 17:50 Mears 2320 Henry Boot 28:35 Wilmington 35:40 FDM Group 41:25 GB Group 46:30 NCC 52:40 Secure Trust Bank 58:25 Vanquis Bank…

000:00 Graham's investment approach 04:15 Macro update (re CPI, bond yields, interest rates & GDP) 13:20 Key takeaways from Q4'23 US earnings season 19:45 Water Intelligence 24:15 Argentex Group 28:15 Close Brothers 33:40 Cornerstone FS 39:45 Jarvis Securities 44:10 Maintel 50:25 Watches of Switzerland Group 56:25 Audience questions and Graham's pe…

(Watch the video interview HERE) Founder and CEO David Immelman of healthcare tech specialist DXS International #DXSP talks to Vox Markets about how digitation is key to transforming NHS productivity, and the R&D the company is investing in to deliver it.Oleh Vox Markets Podcast

(Watch the video interview HERE) In this stock picking masterclass, contrarian fund manager Graham Campbell of River Global shares his thoughts on: 00:00 the outlook for equities and his 3 key investment themes 06:30 Schneider Electric 08:30 Rockwell Automation 10:40 Heidelberg Materials 13:55 Weinerberger 16:50 Saint Gobain 20:10 Caterpillar 22:40…

In this interview professional investor & ex fund manager Graham Neary of Stockopedia takes Vox Markets through: 00:00 His outlook for equities 05:10 Cavendish Financial (merger of Cenkos & finncap) 07:35 Peel Hunt 10:15 Ashmore 13:15 Jupiter Fund Management 15:30 Mercia Asset Management 18:05 Polar Capital Holdings 20:05 CMC Markets 24:15 AG Barr …

Vox Markets talks to John Peters, managing director of Strategic Minerals, about how the latest positive commercial developments at its Cobre magnetite mine in New Mexico have set the company up for a busy year.Oleh Vox Markets Podcast

Mark Braund Chairman of REACT #REAT discusses their final results for the year, which was the fourth successive year of double-digit organic growth and says the first few months of FY24 have delivered a record trading performance. Financial highlights · Revenue increased by 43% to £19.6m (2022: £13.7m) - 87% recurring revenue (2022: 83%) - organic …

(Watch the video interview HERE) In this stock picking masterclass, small/midcap fund manager Ken Wotton of Gresham House takes Vox Markets through his latest thoughts on the capital markets alongside highlighting 19 stock ideas. 00:00 Equity outlook 02:15 Peel Hunt 05:20 Argentex 08:55 Assetco 11:30 ActiveOps 15:40 Fintel 18:50 Tribal Group 22:15 …

Recession Risks Recede Taking Stock Monday 5th February 2024 Companies discussed on “Taking Stock” today: 03:45 Metals One #MET1 04:00 Helium One #HE1 06:10 Team17 #TM17 06:15 Bushveld Minerals #BMN 09:08 Bidstack #BIDS 14:08 Upland Resources #UPL 17:16 Argo Blockchain #ARB 18:43 & 29:05 Serica Energy #SQZ 20:25 Atlantic Lithium #ALL 21:00 Aptamer …

Who will Win this year? Bulls or Bears? Taking Stock Friday 2nd February 2024 Companies discussed on “Taking Stock” today: 05:20 BT Group #BT.A 07:10 Diageo #DGE 09:00 YouGov #YOU 09:15 Hvivo #HVO 11:28 AJ Bell #AJB 12:30 Ingenta #ING 13:30 Intercede #IGP 14:25 Tristel #TSTL 14:45 Keystone Law #KEY 15:03 Gamm Communications #GAMA 17:40 Bioventix #B…

HOT STOCKS: Paul & Justin discuss some investment ideas 00:00 Inspiration Healthcare #IHC 09:30 Argentex Group PLC #AGFX 25:40 Elecosoft #ELCO 31:15 GBG Plc #GBG 38:35 Equals Money #EQLS 41:15 Verici Dx #VRCI 43:10 Venture Life Group #VLG 46:00 FADEL Partners #FADL 50:45 Supreme PLC #SUP 55:05 Ramsdens Financial #RFX 61:30 Lords Group Trading #LORD…