Vox Markets Podcast

Subjects covered on today’s “Taking Stock” today: AIM ALL Share hits a new low - is this the end of small caps? 00:02 If there is a bright spot, it’s valuations are becoming more compelling & we are at peak interest rates 00:02 There’s been 6 down days on the AIM ALL Share Index 02:35 If you average down in bear market, your portfolio could be leve…

Neil Herbert, Executive Chairman of Atlantic Lithium #ALL talks about the achievements of the last 12 months including their Definitive Feasibility Study, which ranks them in the top 10 lithium spodumene mines in the world. Highlights Project Development and Exploration - Definitive Feasibility Study1 for the Ewoyaa Lithium Project ("Ewoyaa" or the…

Ian James, CEO of Silver Bullet Data Service #SBDS discusses their interim results noting they have achieved strong revenue growth of 79%. Ian also points out that they continue to see robust demand from clients for both their Customer Experience Services & their 4D, AI contextual data Platform, which means they are targeting a positive EBITDA posi…

Chris Tovey, newly appointed CEO in his first interview suggests Destiny Pharma #DEST is a bit of a unicorn in the UK as there aren’t that many UK biotech companies which have the same near term potential.Oleh Vox Markets Podcast

Subjects covered on today’s “Taking Stock” today: New oil filed given the go ahead - is this good decision? 01:00 This country is a laughing stock 06:45 HS2 construction firm boss has said he would be cautious about taking on future government projects 07:38 The AIM All Share is 1 point off it’s low 11:25 Natural Gas is heading towards a resistance…

In this fascinating interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans take me through today’s in line FY’23 results and exciting outlookOleh Vox Markets Podcast

In this upbeat interview, CEO Tarek Fadel & CFO Vicary Gibbs of Fadel Partners take me through today’s in line H1’23 results and positive H2 outlookOleh Vox Markets Podcast

Richard Harpham CEO of XP Factory Follow #XPF says they were delighted to have delivered such transformational growth in H1, with revenue up 130% to £18.7m. He also notes that with the second half weighting of the industry, he remains optimistic for the performance of both businesses and expects to report full year numbers in line with market expec…

Subjects covered on today’s “Taking Stock” today: If Cash is King, what is Queen? Water firms forced to pay back customers for poor performance Sick days at work hit highest level for 10 years Spotify testing AI-powered feature to translate podcasts into different languages Companies discussed on “Taking Stock” today: Bowleven #BLVN 01:33 MCG Pharm…

David Mirzai, Energy Analyst at SP Angel discusses the oil market and covers recent news from: Atom Energy #ATOM Sound Energy #SOU Union Jack #UJOOleh Vox Markets Podcast

In this interview, CEO Sandy Chadha of Supreme takes me through today’s better than expected trading update with FY'24 EBITDA guidance upgraded by 13% to between £28m-£30m on sales up 28% vs LY to £195m-£205m.Oleh Vox Markets Podcast

Aldo Boitano, Chief Executive Officer, of CleanTech Lithium #CTL discusses the results of the Francisco Basin Project Scoping Study, their second major project which now means together with results from Laguna Verde they currently have a total NPV of nearly $3 billion and an IRR of more than 43% for each project. Highlights: · Supports the potentia…

Alan Green CEO of Brand Communications discusses: Altona Rare Earths #REE Frontier IP Group #FIPP Warpaint London #W7LOleh Vox Markets Podcast

Taking Stock - Monday 25th September 2023 Subjects covered on today’s “Taking Stock” today: Global economies are slowing but this is not necessarily bad for the markets. The Vix has just crossed the 200 day moving average. The Aim All Share Index has been in a bear market for a longer period than it was during the Great Financial Crisis: The market…

In this interview, CEO Jerry Randall of Venture Life #VLG takes Vox Markets through today’s impressive interim results and in line guidance with H1’23 EBITDA climbing 33% to £4.4m on sales up 10.4% LFL to £23.5mOleh Vox Markets Podcast

This is the real reason the Bank of England paused... Ocado #OCDO Inland Homes #INL Sondrel #SND Journeo #JNEO Strix #KETL Kodal Minerals #KOD Renalytix #RENX Optibiotix #OPTI Comptoir #COM Vodafone #VODOleh Vox Markets Podcast

Watch the interview on YouTube In this interview, fund manager Duncan MacInnes of Ruffer takes Vox Markets through the: 00:00 Outlook for the economy, fixed income & equites. 04:20 How the Ruffer funds are positioned. 09:35 Fixed income investing 15:10 Where are interest rates heading & when will they be cut. 23:00 Hedging & risk management strateg…

Vadim Alexandre, Head of Healthcare at SP Angel talks about Spectral MD #SMD #MDAI $MDAI & Hemogenyx #HEMOOleh Vox Markets Podcast

John Meyer mining analyst & partner att SP Angle discusses heat pumps, the energy transition plus BlueJay #JAY Kodal Minerals #KOD & Savannah Resources #SAVOleh Vox Markets Podcast

How will the Bank of England's rate decision effect the markets? Taking Stock - Thursday 21st September 2023 Companies mentioned on today’s “Taking Stock” today included: Next #NXT JD Sports #JD. Marks & Spencer #MKS Ocado #OCDO Up Global #UPGS Synairgen #SNG Light Science Technologies #LST Diploma #DPLM Water Intelligence #WATR Eneraqua #ETP Ondo …

Hot Stocks with Paul & Justin: Did the BoE pause due to an impending recession? 00:00 Implications of US & UK interest rate decisions. 05:45 & 36:35 Avacta #AVCT 14:45 Destiny Pharma plc. #DEST 16:25 Breaking news for Intelligent Ultrasound #IUG 21:15 hVIVO #HVO 24:30 Belluscura #BELL 28:05 Totally Plc #TLY 30:25 Saietta Electric Drive #SED 32:45 C…

Does today's inflation data mean we will see the last BoE interest rise tomorrow? Taking Stock - Wednesday 20th September 2023 Companies mentioned on today’s “Taking Stock” today included: Avacta #AVCT Destiny Pharma #DEST Barratt #BDEV Brandshield #BRSD OnTheMarket #OTMP Ocado #OCDO Hargreaves Lansdown #HL. AJ Bell #AJB Union Jack Oil #UJO Rosslyn…

Welcome to Taking Stock on Tuesday 19th September 2023 Taking Stock: Is a look at today's top business news & investment views plus we cover the winners, losers, the most read company news & the most followed. Today this includes: What is you favourite stocks & why? Companies mentioned on today’s “Taking Stock” today included: Avacta #AVCT Unilever…

(Watch the video on YouTube) In this ‘Macro Investing’ masterclass, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through: 00:00 Where investors are in the economic cycle? 02:24 Outlook for equities. 06:00 Opportunities in fixed income. 07:25 Do g…

Following today’s “stunning” safety & efficacy data wrt Avacta's AVA6000 phase 1a clinical trial, I was delighted to catchup again with CEO Alastair Smith, who took me through the hugely significant news.Oleh Vox Markets Podcast

Early signs property market is starting to pick up. Mortgage lenders have recently been cutting their fixed-rate deals, on hopes that UK interest rates may be close to their peak. Last week The Mortgage Works, a division of Nationwide, launched a five-year fixed-rate deal priced at 4.99%, a sign that a “mortgage rate war” was well under way. Compan…

Alan Green CEO of Brand Communications discusses: TruSpine Technologies #TSP Ora Technology #ORA First Class Metals #FCMOleh Vox Markets Podcast

Big Data Week Next - Are we nearly at peak rates & peak pessimism? Taking Stock Friday 15th September 2023 Companies mentioned on today’s “Taking Stock” today included: Silver Bullet Data Systems #SBDS Keystone Law #KEYS React #REAT Games Work Shop #GAW Rolls Royce #RR. Mcbride #MCB Insig AI #INSG Inspired Energy #INSE Rockfire Resources #ROCK Quar…

Russ Mould, Investment Director at AJ Bell discusses whether its time to be more optimistic about the markets.Oleh Vox Markets Podcast

John Meyer, Mining Analyst & partner at SP Angel. Arc Minerals #ARCM Bushveld Minerals #BMN Cornish Metals #CUSN Empire Metals #EEE Tertiary Minerals #TYMOleh Vox Markets Podcast

House prices fall at their fastest pace since February 2009, which in hindsight was an opportunity. Companies mentioned on today’s Taking Stock include: JD Sports #JD. Dr. Martens #DOCS Seed Innovations #SEED Hornby #HRN Games Workshop #GAW Invinity Energy Systems #IES Hemogenyx #HEMO Checkit #CKT Crimson Tide #TIDE Geiger Counter #GCL Supreme #SUP…

Vadim Alexandre, head of Healthcare at SP Angel discusses Spectral MD #SMD Destiny Pharma #DEST Hemogenyx #HEMOOleh Vox Markets Podcast

A recession is looming but this is not a bad thing for the markets this is what the Bank of England wants. Companies mentioned on Taking Stock today include: Anpario #ANP Argentex #AGFX Belluscura #BELL Brighton Pier #PIER Card Factory #CARD City Pub Group #CPC Cornerstone #CSFS Equals #EQLS Feedback #FDBK Hornby #HRN Hummingbird #HUM IOG PLC #IOG …

After today’s impressive 1st half results, CEO Harry Adams, CFO Jo Stent and COO David Christie of Argentex - a specialist provider of foreign exchange services to corporates & asset managers - take me through: a) Key top & bottom line growth drivers. b) Global Expansion strategy. c) Newly launched technology platform d) Long term 'aspirational' ta…

Feedback plc CEO Dr Tom Oakley speaks to Vox Markets about the clinical imaging specialist’s half year results, how it’s overcoming the challenges of selling into the NHS, and why digital technologies like its SaaS solutions are key to solving the many problems in the health service.Oleh Vox Markets Podcast

Jeremy Skillington CEO of Poolbeg Pharma: "During H1 2023, we made significant progress in advancing our pipeline, bolstered by the strong clinical trial data for POLB 001 and breakthroughs in our AI-led drug discovery programmes. We are well positioned for ongoing development and future growth with a strong focus on our business development activi…

Taking Stock - Tuesday 12th September 2023 "Could you have a look at Gaming Realms #GMR - good interim results out today" "Shows how tough the market is. Equals is only up 4% on having had a fantastic set of results" "If you were forced to buy a stock, which one would it be?" Companies mentioned: Gaming Realms #GMR Equals #EQLS Cornerstone #CSFS Hv…

In this highly fascinating interview, fund manager Kartik Kumar of Artemis takes me through the: Outlook for equites? 00:00 UK banks: Natwest & Lloyds. 06:31 Megacap tech: Google & Meta. 13:27 Nintendo. 20:29 Integrated oil & gas majors: Shell & BP. 25:13 UK Housebuilders: Bellway, Berkeley, Barratts & Redrow. 28:06 Consumer: Frasers. 36:36 Low cos…

hVIVO’s Mo Khan: “we are seeing revenue fully contracted well into next year” Mo Khan, chief executive of hVIVO, talks to Vox Markets about what’s behind the company’s blockbuster half-year results and an upgrade of its full year sales and profit forecasts, and the commitment to a new regular dividend. In this interview, hVIVO chief executive Mo Kh…

After today’s record 1st half results & upgraded outlook, CEO Ian Strafford-Taylor & CFO Richard Cooper of Equals - a leading B2B international e-payments & fintech platform - take me through the business': a) Key top & bottom line growth drivers. b) European Expansion strategy. c) Newly introduced progressive dividend policy, and d) Long term 'asp…

Companies mentioned on today’s Taking Stock include: Avacta #AVCT Vistry #VTY Guild Esports #GILD Engage XR #EXR Intelligent Ultrasound #IUG Union Jack Oil #UJO Premier African Minerals #PREM Bushveld Minerals #BMN BSF Enterprise PLC #BSFA Barkby Group #BARK Sportech #SPO Beacon Energy #BCE Time to be bullish in this bearish market? VOX CONTENT Uni…

Portfolio Managment: What's your biggest position % wise? Stocks mentioned: Harland & Wolff #HARL Avacta #AVCT Polarean Imaging #POLX Seeing Machines #SEE Atlantic Lithium #ALL Arc Minerals #ARCM AMTE Power #AMTE Tharisa #THS LungLife AI #LLAI Tlou Energy #TLOU Greatland Gold #GGP Gear4Music #G4MOleh Vox Markets Podcast

Vadim Alexandre, Head of Healthcare at SP Anglel discusses Tissue Regenix #TRX Spectral MD #SMD Polarean Imaging #POLXOleh Vox Markets Podcast

Two years since the high on the AIM All Share Index - where is the bottom? Stocks mentioned: Podpoint #PODP Manolette Partners #MANO Begbies Traynor #BEG Inspecs #SPEC Directa Plus #DCTA Versarien #VRS Intelligent Ultrasound #IUG Kinovo #KINO Cleantec Lithium #CTL Helium One #HE1 Polarean Imaging #POLX Chill Brands Group #CHLL Synthomer PLC #SYNY C…

Neil Herbert, Executive Chairman of Atlantic Lithium #ALL commenting on Ghana's Minerals Income Investment Fund agreeing to invest US$32.9 million in the company to support the development of the Ewoyaa Lithium Project says this investment, “demonstrates the Government of Ghana's conviction in the Project”…

How to emotionally deal with a big hit plus stocks mentioned today include: Sondrel #SND 08:10 Polarean Imaging #POLX 14:20 Belluscura #BELL 26:20 Intelligent Ultrasound #IUG 36:25 Elecosoft #ELCO 43:30 Saietta Electric Drive #SED 46:20 Good Energy #GOOD 49:20 Michelmersh Brick Holdings PLC #MBH 52:15 Inspiration Healthcare #IHC 57:15…

Would you mind having a wind farm next to your house? Taking Stock: Wednesday 6th September 2023 UK builders suffer sharp fall in orders as rates rise John's beach shirt crashes the internet Are Covid stocks due a come back? Oil is trying to break up above $90. Companies mentioned include: Novacyt #NCYT Omega Diagnostics #ODX iShares UK Dividend ET…

What are you? a buyer, seller or holder? Taking Stock: Tuesday 5th September 2023 B&M European #BME Somero #SOM Sondrel #SND Graft Polymer #GPL Crimson Tide #TIDE Checkit #CKT Smartspace #SMRT Eleco #ELCO Kinovo #KINO Diageo #DGE Verici #VRCI Tissue Regenix #TRX 88 Energy #88E AFC Energy #AFC Alkemy Capital #ALK Kefi Gold & Copper #KEFI Polarean Im…

(Watch the Video Interview HERE) For 20 years, GetBusy has been supporting professional services industries including accountancy manage their documentation. In this interview, we talk to chief executive Daniel Rabie and CFO Paul Haworth about how that’s translating into the strong growth seen in the company’s latest half year results, and how the …

(Watch the video interview HERE) In this interview, investor Paul Scott of Stockopedia takes Vox through the: 00:00 - Magic formula behind his double digit returns 06:30 - Outlook for smallcaps. 06:30 08:25 - When will the Bear market turn? 14:20 - Plexus #POS 25:45 - Sosandar #SOS 29:30 - Card Factory #CARD 32:20 - XP Factory #XPF 35:05 - Superdry…