In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas.

00:00 Thruvision
03:00 CML Microsystems
06:40 Tracsis
11:20 GB Group
20:00 Cohort
23:30 Alternative Income REIT
26:25 TheWorks and Kelso
30:50 Michael Page
38:45 Likewise
44:20 Microlise
50:50 Corero Network Solutions
55:20 Intercede
57:50 EKF Diagnostics
1:01:40 Zotefoams
1:03:30 Severfield
1:06:15 Jet2
1:09:55 LSL Property Services
1:10:55 PCI-Pal
1:12:50 Nichols
1:17:55 Vistry

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It's been a strong week for Harena Rare Earths First, the company was mentioned in President Trump's White House briefing, following a big conference on critical minerals. Then, the next day, it was granted its Mining Terms and Conditions by the Madagascar government. This means the company is now in a strong position to move ahead with plans for a pilot plant at its Ampasindava project. Ivan Murphy, Harena's executive chairman, joins Vox to tell us more.

#HREE #Mining

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ECR Minerals has completed a fundraising designed to help it accelerate the production process at Maddens. It could now be weeks rather than months before the underground portion of the Maddens gold mine in Australia goes into production, and ECR is keen to hurry the process along as fast as possible. To that end it has completed a modest raise at a fairly mild discount, as the work continues. The company's executive chairman Nick Tulloch joins Vox to explain the thinking behind the raise, and to tell us what happens next.

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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 Bodycote
09:00 Easyjet
11:50 Harworth
13:25 Genel energy & Pharos Energy
18:30 DFS Furniture
21:35 Craneware
25:50 Whitbread and Kingfisher
26:30 NIOX & AB Dynamics
28:30 CT Automotive
34:15 Cerillion
41:15 Goodwin
45:15 Accsys Technologies
49:40 Restore
53:05 S4 Capital
57:00 Headlam
61:15 Videndum
65:15 Oxford Biomedica
71:30 Devolver Digital
75:45 House builders and Travis Perkins
 79:00 OSB
83:25 Stelrad

#BOY #EZJ #HWG #GENL #PHAR #DFS #CRW #WTB #KGF #NIOX #ABDP #CER #GDWN #AXS #RST #SFOR #HEAD #VID #OXB #DEVO #TPK #OSB #SRAD

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Prospex Energy CEO Tom Reynolds discusses growing cash generation at Selva Malvezzi, the sharp improvement at El Romeral and the potential of the company’s newly awarded Polish licences. He also outlines the key permitting, development and partnership milestones investors should watch over the next 12 months.

#PXEN #Oil #Gas 

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Cavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust’s discounted valuation, concentrated banking exposure, Vietnam’s emerging-market upgrade and whether further redemptions could undermine the opportunity.

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Great Southern Copper released financial results recently, in which it outlined the significant progress made on its projects in Chile during the year. Post period end the work has continued, and the company is now gearing up for a fourth phase of drilling that will move it closer to establishing a maiden resource. The targets are big, the grades so far are good, and Great Southern's ground is highly prospective. Chief executive Sam Garrett joins Vox to tell us more.

Quantum Data Energy CEO Pieter Krügel discusses record performance at Pyebridge, the forthcoming completion of Hindlip and Bordesley, and the Company’s partnership-led funding model. He also explains how QDE plans to address the rapidly growing power demands of AI datacentres.

#datacenter #Power #AI #QDE