The Vox Markets Podcast

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Pinnacle Silver & Gold has signed an agreement with well-known metals trader Auramet, under the terms of which  Auramet has agreed to provide US$5 million in finance for the development of the El Potrero gold and silver project in Mexico. The El Potrero project comprises several old mines that could be brought back into production pretty quickly and relatively cheaply, if shown to be economic. Pinnacle is currently mid-way through a major drilling campaign there. Chief executive Bob Archer joins Vox to tell us more.

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Focusrite’s latest results show improving margins, stronger cash generation and a significant reduction in net debt, helped by pricing discipline, working capital control and growth in direct-to-consumer sales. But investors will be watching whether modest revenue growth, tariff uncertainty and the Sequential impairment can give way to a more convincing phase of sustained earnings growth.

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

00:00 Advanced Medical Solutions
04:00 Recent buys
07:25 Spire Healthcare
12:45 Ramsdens
19:15 Segro
23:50 Easyjet
28:10 Gamma Communications
31:30 IP Group
33:40 ITV
37:00 Avingtrans
40:35 Distribution Finance Capital Holdings
44:35 Volex
48:50 Telecom Plus
51:25 Impact of change in tax treatment of cash held in ISAs
53:50 Moonpig
57:55 Gear4Music
1:00:25 McBride
1:07:55 MHA
1:13:15 Low margin retailers eg AO World, Halfords, etc
1:15:40 NIOX
1:18:15 BRCK / Brickability

Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on Rift Helium. Rift recently listed on Aim, and plans to drill its helium assets in the Rukwa Basin in Tanzania next year. Slater talks about the huge upside that's on offer, and walks us through the reasoning behind his 29.1p risked NAV for the company, and his total unrisked NAV of 435.5p.

Yuen Low, director of research at Cavendish joins Vox for a discussion about Blencowe Resources, a company he has just issued an extensive report on. Low talks about his aggressive price target of 47.9p for the company, and his expectations that in due course EBITDA from Blencowe's Orom-Cross graphite project in Uganda could go into the hundreds of millions of dollars. Key to his optimism is the new paradigms in financial markets being shaped by resource nationalism and Chinese reluctance to export.

Quantum Helium's ongoing testing programme at the Sagebrush well continues to deliver favourable results. The helium structures and pressure are meeting expectations, and there's also been the additional bonus of significant oil flows. To date around 100 barrels of oil have been produced, and it looks like there's more to come. Chief executive Howard McLaughlin joins Vox to tell us the implications, and to talk about what happens next.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.

00:00 Recent buys & sells (GRI, ECEL, GTLY, EYE, TATE, ALFA, PINE, CRW, FNTL, AMS & EKF)
14:00 Advanced Medical Solutions
21:05 PPHE Hotel
24:10 Inspecs
28:45 Everyman Media
33:00 Windar Photonics
37:00 Rathbones
41:50 Marstons
44:10 eEnergy
48:25 Atome Energy
50:00 Stelrad
51:55 Polar Capital
53:05 Fonix
56:45 Seeing machines
59:40 Intercede
63:50 PZ Cussons
66:50 McBride
71:05 Warpaint Cosmetics
71:35 Owning founder managed businesses
76:00 Tinybuild
#AMS #PPH #SPEC #EMAN #WPHO #RAT #MARS #EAAS #ATOM #SR...

Pilar Gold is moving towards production at its four million ounce project in Brazil.

The project previously produced of the order of 70,000 ounces per year, before it ceased production in 2017. Now, with a huge resource base, the plan is to put the project back into production within a few months at an initial rate of around 40,000 ounces, and ramping up thereafter.

Pilar also owns a stake in the fast-growing Chancery Royalty, which in turn holds a royalty over the Pilar project.

Pilar chairman Jeremy Gray is involved in both companies, and here he...

In 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 23 stock ideas, including:
00:00 Smallcap/equity outlook.
02:25 Closing discounts to NAV for Oryx and North Atlantic
06:00 Tate & Lyle
08:00 Spire healthcare
08:55 Pinewood Tech
13:05 Tribal Group
17:05 Big Technologies
19:40 NIOX
26:30 EKF Diagnostics
29:35 Optima Health
34:35 Restore
38:15 Pebble Group
42:25 Trifast
47:50 Paypoint
51:00 CVS Group
55:05 Venture Life
58:30 Hargreaves Services
62:00 MJ Gleeson and UK housing market
72:25 Redcentric
73:25 Polar Capital
75:25...

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

00:00 SpaceX IPO
04:40 Bodycote
08:20 AudioBoom
10:55 Evoke
14:30 Tate & Lyle
17:25 WH Smith
21:35 Portmeirion
26:05 Frasers
29:30 Pets at Home
31:25 Beeks Financial
38:20 Wise
43:10 GB Group
48:55 RWS
57:40 LBG Media
63:10 ME Group
66:30 Spire Healthcare
68:55 Frontier Developments
73:15 Paypoint
75:30 Whitbread

#SPCX #BOY #BOOM #EVOK #TATE #SMWH #PMP #FRAS #PETS #BKS #WISE #GBG #RWS #LBG #MEGP #SPI #FDEV #WTB

Poolbeg Pharma has announced the activation of the first clinical trial site for its POLB 001 TOPICAL study, marking a key operational milestone for its lead programme. The trial will evaluate POLB 001 as a potential preventative treatment for Cytokine Release Syndrome in relapsed/refractory multiple myeloma patients receiving teclistamab, an approved bispecific antibody. With recruitment now underway and interim data expected in summer 2026, the study could provide an important early readout on POLB 001’s role in improving the safety and accessibility of cancer immunotherapies.

In this upbeat interview, CEO James Hickman and CFO Andrew Richards of Finseta – a specialist B2B payments and foreign exchange platform - take me through last week’s positive FY’25 results and ‘in line’ outlook.
00:00 Business growth drivers and Finseta’s key USPs
05:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)
08:40 Commercialisation and new product strategies
13:30 FY’26 outlook, valuation & closing remarks

ECR Minerals is up and running and producing gold at its Raglan project in Australia. The company has been busy fine-tuning operations there in the past few weeks, shooting a Lidar survey and consulting an expert in alluvial projects for ideas on making further efficiencies. Meanwhile, the company is also moving closer to production at the much larger Maddens project, where grades have run as high as 25 grams per tonne in the past. ECR's executive chairman Nick Tulloch joins Vox to tell us more.

Mindflair plc (AIM: MFAI) has just benefited from its sixth SVV1 portfolio realisation. CameraMatics, the AI-powered fleet intelligence platform, has completed a €48m growth round led by Blume Equity, alongside the Irish Strategic Investment Fund and Goodbody Capital Partners. In conversation with Vox Markets, Director Nicholas Lee explains what the deal means for shareholders and why Mindflair is now debt-free.

Great Western Mining is gearing up for a major drilling campaign on its Nevada tungsten properties, due to commence shortly. In the meantime, though, the company has listed its shares on the OTC in the USA in a bid to attract interest from US investors. 

The thinking is that at a time of increasing anxiety about supplies of critical minerals, like tungsten, US investors will favour a US-based project. 

Great Western's Brian Hall joins Vox to tell us more

A second round of metallurgical testwork at Pinnacle Silver & Gold's El Potrero project in Mexico has demonstrated that gold recoveries across the three main veins are likely to run higher than 97%. Meanwhile, underground drilling at El Potrero continues, part of an 108-hole programme. 

Pinnacle's chief executive Bob Archer joins Vox to provide more details

KEFI Gold and Copper's (KEFI) annual report and accounts have been released for the year to December 2025, and the company's chairman, Harry Anagnostaras-Adams has taken the opportunity to update investors on progress at the Tulu Kapi project as well as in Saudi Arabia. The construction process is now well underway at Tulu Kapi, and the low projected cost per ounce means that annual EBITDA could run anywhere in the range of US$355 million up to nearly US$700 million. While construction is going on, though, serious exploration will once again resume, as the company attempts to prove that Tulu Kapi isn't...

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European Green Transition's founder and executive chairman Cathal Friel joins Vox to talk about the company's latest set of financial results - for the full year to December 2025 - and to lay out his vision for where EGT goes next. Last year was about building a foundation on which to conduct significant M&A, and in 2026 EGT has duly delivered on that vision. It has acquired a major wind services business operating in Ireland and the UK, and Friel is optimistic that revenues can go to £50 million in the medium term. EGT is a...

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RentGuarantor has reported a sharp acceleration in trading, including record May revenue, strong contract growth and its first positive monthly EBITDA since AIM admission. In this interview, CEO Paul Foy discusses whether the Renters’ Rights Act has created a structural demand shift, how the new damage-cover offering changes the model, and whether AI can help the company scale profitably without weakening risk controls.

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Independent US payer research commissioned by Poolbeg Pharma shows strong commercial backing for POLB 001 — a first-in-class preventative for cancer immunotherapy-induced CRS. Chris from Acumentis Global on what payers said, and what it means for the commercial opportunity ahead.

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Great Southern Copper has just initiated a new programme of drilling on its Chilean portfolio of assets, targeting the Victoria prospect on the wider Especularita project. Recent drilling undertaken by Great Southern nearby to Victoria has confirmed the presence of a copper-porphyry-style alteration system and the wider area is highly prospective as a district-scale play. Great Southern's chief executive Sam Garrett joins Vox to tell us what success would look like, and where the company goes from here.

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Prospex Energy’s 2025 annual report points to a year of investment, repair and repositioning across its European gas portfolio. With Selva producing, Viura back online, Tarba now wholly owned, and new licences awarded in Poland, the company says momentum is building. In this interview, CEO Tom Reynolds discusses Prospex’s funding position, the next steps for key assets, and the milestones investors should watch over the next 12 to 18 months.

#PXEN #Energy #Gas

MedPal AI has reported its strongest month since launch, with more than 42,250 prescription items dispensed in May and cumulative volumes now above 250,000. In this interview, CEO Jason Drummond discusses what is driving the growth, whether 34% pharmacy gross margins are sustainable, and how investors should judge the path from operational momentum to cash generation.

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Blencowe Resources has released an updated definitive feasibility study for its Orom-Cross graphite project in Uganda. The new study has boosted net present value by 15% to US$1.24 billion, and increased the projected cashflow over the life of the mine by 100% to over US$4 billion. These are big numbers, especially considering that the capex number remains the same. Meanwhile, the company is continuing funding talks with renewed confidence. Mike Ralston, Blencowe's chief executive tells Vox all about it

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

00:00 View on markets and recent buys & sells
03:30 Beeks Financial
06:00 Invinity Energy Systems
09:45 Bodycote
13:30 Advanced Medical Solutions
21:20 Gamma Communications
25:40 PPHE Hotels
28:50 Aptitude Software
34:20 Capita
38:15 CT Automotive
44:35 Hollywood Bowl
48:45 Tortilla Mexican
51:30 Hardide
56:05 Zotefoams
59:40 WISE
1:04:20 Pebble Beach Systems
1:08:15 LSL Property
1:10:25 Softcat
1:13:20 XP Factory
1:16:10 Calnex Solutions

#BKS #IES #BOY #AMS #GAMA #PPH #APTD #CP...

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ACG Metals is just about finished with construction of the copper production line at its Turkish mine. This will add significant cashflow to a project that is already up and running and producing gold. ACG's chairman Artem Volynets says that in the 2027-2028 financial year EBITDA should hit US$200 million. Once the company refinances its bonds it will then be in a position to start paying dividends. It will also look upwards and outwards, and start to seek acquisitions in Europe and Central Asia.

#ACG #Mining #Copper

MedPal AI (AIM: MPAL) launches New Health, a standalone GLP-1 sub-brand backed by £1.3 million of marketing, ahead of expected UK approval of Novo Nordisk’s oral Wegovy. CEO Jason Drummond on the strategy, the market, and the unit economics behind it.

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In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following:

00:00 Stock picking magic behind Rockwood’s alpha generation
02:05 Filtronic
10:35 Van Elle
12:10 Treatt
14:00 Eagle Eye
21:10 RM Group
26:05 Tribal
32:00 Kooth
38:05 Funding Circle
42:20 Mercia Asset Management
48:05 Capital Ltd
54:30 James Fisher
59:15 Videndum
1:07:05 Capita

#RKW #FTC #VANL #TET #EYE #RM. #TRB #KOO #FCH #MERC #CAPD #FSJ #VID #CPI

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In this upbeat interview, Exec Chairman Patrick Desouza and new CFO Michael Moulton of Water Intelligence, alongside CEO Will Knell of American Leak Detection - take me through today’s positive and in line Q1’26 trading update and expectations for FY’26.

00:00 Key growth drivers, very strong demand for preventative maintenance and accelerating momentum.
05:50 1st impressions from new CFO
06:25 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.
14:00 Key Q1’26 financials and FY'26 outlook
18:25 Closing remarks.
 
Disclosure: I own shares in Water Intellige...

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

00:00 Intertek
02.45 Tate & Lyle
09:00 Spire Healthcare
14:35 Cordel
19:25 Gamma Communications
24:55 Craneware
29:30 Grainger
35:35 The Property Franchise Group
44:55 Vistry
51:20 Microlise
56:20 Kromek
60:45 On The Beach
64:35 Pebble Group
70:10 Gattaca
76:05 Auction Technology Group
78:10 Volvere
81:05 XP Factory
83:40 CT Automotive
86:45 hVivo
90:05 Topps Tiles

ITRK #TATE #SPI #CRDL #GAMA #CRW #GRI #TPFG #VTY #SAAS #OTB #PEBB #GATC #ATG #VLE #XPF...

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Richard Williams, MSc (MinEx) of Winshear Metals  joins Vox to give a detailed breakdown of the potential on offer at the company's assets in Scotland and Canada. The Portsoy project, near Aberdeen, is highly prospective for nickel, copper and cobalt, as recent and ongoing drilling is highlighting. The area was first worked in joint venture between Anglo and Rio half a century ago, but access issues prevented any meaningful follow-up, until now. The accuracy of historic work has been verified, and new work is set to prove up two zones initially, with the potential in time, s...

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Ed Loye, the recently appointed chief executive of Great Western Mining, has been out in Nevada making preparations for the company's upcoming drilling campaign at its Defender-Pine Crow tungsten project. Around 2,000 metres of RC drilling is planned over the summer, and the company is well-funded, so there could be significant follow-up work going into the autumn. Meanwhile, a bulk sample has been sent away for testing, and Ed himself is off to Washington next week to put Great Western's name in front of some influential people.

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Rome Resources is participating in an airborne geophysical survey of the wider Bisie area in the Democratic Republic of Congo. The company has been working up its Kalayi and Mont Agoma projects for some time now, and will seek to put them in a wider geological context with the airborne survey. Chief executive Paul Barrett says that working out where the granite contact is will be of particular interest. Results of the survey should be available around the end of June, about the same time the company's resource update for Kalayi is due.

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ZOO Digital has returned to positive adjusted EBITDA after a major restructuring, but revenue remains under pressure and the cash buffer is still relatively modest. In this interview, we test whether new RFP wins, Fast Track and AI-enabled localisation can convert the recovery story into sustainable growth.

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In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 23 stock ideas.
00:00 Outlook for UK small/midcap equities.
03:15 Yu Group
07:30 Europa Oil & gas
10:05 Tungsten West
13:25 NIOX
16:40 Bioventix
20:20 Medpal AI
24:10 CT Automotive
25:45 Potters & Moore (formerly Creightons)
26:50 Cyanconnode
28:10 Personal Group
31:05 Eleco
35:20 Beeks Financial
37:55 Concurrent Tech
40:50 Ensilica
45:30 Zotefoams
50:15 Atome Energy
54:45 SRT Marine
56:40 ME Group
59:55 Paypoint
62:20 ACG Metals
65:10 Beauty Tech Group
68:15...

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

00:00 Intertek
05:50 CAB Payments
09:15 Filtronic
13:10 CML Microsystems
17:15 Calnex Solutions
20:30 Novacyt
24:05 JD Sports
29:25 Crest Nicholson
32:40 MJ Gleeson
36:50 Ramsdens
39:45 Serabi Gold
42:05 RWS
45:30 Gulf Marine Services
48:45 Colfax
51:05 Seeing Machines
56:20 MYCELX Technologies
59:15 Zotefoams
60:40 NAHL

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Andrew Catchpole, Chief Scientific Officer of hVIVO  joins Martin Luke of Vox Markets to discuss hVIVO’s newly signed £6 million influenza human challenge trial contract. Andrew explains how the study will evaluate a prophylactic antiviral treatment using hVIVO’s specialist influenza challenge model, highlighting the speed and efficiency advantages of human challenge trials, the growing focus on antiviral therapies, and why hVIVO continues to attract global clients.

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Cadence Minerals has received the Installation Licence for its Amapa iron ore project in Brazil. The granting of the licence allows the company to move towards production from the Azteca plant, and this is expected to be up and running at the rate of 380,000 tonnes per year within two months time. Production from Azteca will generate cashflow to enable funding of the development of the wider Amapa project, which is slated to produce 5.5 million tonnes of DR-grade product per year. Cadence's chief executive Kiran Morzaria joins Vox to tell us more

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B90 Holdings has more than doubled revenue and returned to profit, but the margin maths invites questions. CEO Ronny Breivik & Finance Director, Marcel Noordeloos join us to discuss the inflection, the AI-driven MarTech platform behind it, and the ambition to take the model beyond iGaming. A candid conversation on what the headline numbers say — and what they don’t

Pinnacle Silver and Gold is now ready to start underground drilling at its El Potrero project in in Mexico. The company has been rehabilitating the underground workings and preparing drill stations for some time, and now the first mine, Pinos Cuates, is ready, with two old other mines set to follow along behind. Once the underground drilling is complete the plan is then to initiate a surface campaign over a much wider footprint, and to look towards building up enough data to compile a resource. We already know that El Potrero hosts significant mineralisation. But the detail and extent is...