The Vox Markets Podcast

By Vox Markets PodcastBusiness Investing

The Vox Markets Podcast episodes

October 23 2518: Rundown on TNR's portfolio
Royalty giant Altius recently made a non-binding proposal to acquire TNR Gold, based on the strength of TNR's royalty portfolio in South America. So, what are these assets, and why is Altius so interested. TNR's executive chairman Kirill Klip joins Vox to give us a detailed insight into the value proposition that the company is offering, both with the royalties, and also with the Shotgun gold project in Alaska.
29 min
October 23 2518: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 30 stock ideas.
00:00 Mobico
05:40 Ashtead Technology
08:35 Vesuvius & RHI Magnesita deal
12:00 Gamma Communications
14:00 Volex
19:55 Netcall
24:35 Beeks Financial
25:50 Robinson
27:30 Inchcape
32:25 Stock modelling
35:10 Favourite REITs: Grainger & Unite
35:50 Robert Walters
40:25 Duke Capital
43:40 Burford Capital
45:35 James Cropper
46:40 Light Science Technologies
51:20 Invinity Energy Systems
56:30 Ensilica
59:50 Wickes
62:00 Halfords
63:15 Hardide
65:0 Arbuthnot Banking
68:05 Genuit
69:35 Bloomsbury Publishing
72:20 CT Automotive
74:00 RWS
75:20 Future
77:35 Elixrr
79:30 Bioventix
81:35 European Green Transition
82:30 Synthomer
#MCG #AT. #VSVS #RHIM #GAMA #VLX #NET #BKS #RBN #INCH #GRI #UTG #RWA #DUKE #BUR #CRPR #LST #IES #ENSI #WIX #HFD #HDD #ARBB #GEN #BMY #CT.A #RWS #FUTR #ELIX #BVXP #EGT #SYNT
1 hr 25 min
October 21 2517: Huge upside at Cornish Tin & Lithium's Tregonning project
Cornish Tin & Lithium's exploration manager Ryan Hichens takes us through the opportunities on offer at the company's extensive portfolio of assets in the west of England. The company is gearing up for more drilling on Tregonning South, following a series of successful campaigns already undertaken. The project is prospective both for tin and lithium, and the aspiration is that by the end of the next drill campaign enough information will have been generated to create an inferred resource. After that the plan will be to move to do a scoping study.
22 min
October 20 2516: Panther Metals to list on CSE
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Panther Metals has issued a prospectus ahead of a proposed listing on the CSE. The news follows on from a recent "flow-through" fundraising with Canadian investors, that will give the company at least a years' worth of working capital. Panther has been actively building networks in North America for some time, given the significant presence of critical minerals in its portfolio of assets in Ontario. Attention will now turn to the Obonga project in particular, where road access has just been established, and the opportunity is really opening up. Chief executive Darren Hazelwood joins Vox to tell us more.
18 min
October 19 2515: TNR Gold’s successful strategy highlighted by Altius approach
TNR Gold has received a non-binding proposal from major shareholder Altius, the Canadian royalty giant. Of interest is TNR's royalty portfolio comprising major lithium and copper assets in South America. TNR is now considering its next move, but to date relations with Altius have been friendly, so there is a real possibility a a transaction will result. TNR's executive chairman Kirill Klip joins Vox to tell us about where the company's at, and where it goes from here.
23 min
October 19 2514: The Exchange with Richard Penny of Oberon Investments
In this investing masterclass, Richard Penny of Oberon Investments - kindly takes me through his view of the markets and latest thoughts on 20 companies.
Apologies for the poor sound quality during the first 3 mins.
00:00 Equity outlook and how to invest in special situations.
04:20 Whitbread and Great Portland Estates
07:05 DF Capital
10:35 Verici Dx
14:05 InvestAcc
17:20 RM plc
21:55 Zegona Communications
25:10 Xaar
30:40 Eagle Eye
34:35 AdvancedADVT
37:20 Oxford Biomedica
41:15 CREO Medical
45:50 Genus
48:15 Mincon
50:05 Flowtech Fluidpower
52:10 Crest Nicholson
56:05 XP Factory
57:40 Acceler8 Ventures
60:15 Tekmar
62:20 One Health Group Holdings
65:45 Favourite stock ideas for next 12 months: InvestAcc and Arecor
WTB #GPE #DFCH #VRCI #INAC #RM. #ZEG #XAR #EYE #ADVT #OXB #CREO #GNS #MCON #FLO #CRST #XPF #TGP #AC8 #OHGR
1 hr 11 min
October 16 2513: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
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 Buys & sells this week. Cavendish, Cerillion, Norcros & Corero Network Security
08:35 Activeops and possible Saaspocalypse. Alfa Financial & Eagle Eye
23:00 Thruvision
29:25 Sanderson Design Group
35:10 Big Technologies
43:35 Marston’s
46:30 Audioboom
49:00 Christie Group
52:10 Greencore
53:50 Dunelm
58:05 James Halstead
1:01:10 Where next for the UK recruiters? Hays, Page & Robert Walters
1:04:10 Wise
1:08:15 Iofina
#CAV #CER #NXR #CNS #AOM #ALFA #EYE #THRU #SDG #BIG #MARS #BOOM #CTG #GNC #DNLM #JHD #HAS #PAGE #RWA #WISE #IOF
1 hr 13 min
October 14 2512: Q3 update from EGT
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European Green Transition is continuing on its path to growth in the wind turbines and services business, with plenty of new leads and business generated in the third quarter. The company has also entered into a battery storage partnership. Dave Broadbank joins Vox to tell us how things stand and where the company goes from here
#EGT #greenenergy
6 min
October 13 2511: Tharisa: Q4 PGM production up, more growth on the way
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Tharisa #THS has released a fourth quarter and full year operational update detailing production numbers from its South African operation, and updating on ongoing expansion both in South African and Zimbabwe. The company boosted PGM and chrome production from its Tharisa mine in the fourth quarter, delivering in line with guidance, and against the backdrop of a favourable pricing environment. Expansion underground at the Tharisa mine continues, as does work on the new Karo project in Zimbabwe. These developments will likely double Tharisa's capacity over the medium term. Tharisa's chief executive Phoevos Pouroulis joins Vox to tell us more
16 min
October 12 2510: The Exchange with James Thorne of Columbia Threadneedle
In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies.
00:00 Equity outlook
02:55 Activeops
07:50 Eleco
10:55 Bodycote
13:25 Trustpilot
19:20 GlobalData
22:05 Serabi Gold
26:35 Mortgage Advice Bureau
30:10 Travis Perkins
32:55 Oxford Biomedica
36:50 Oxford Nanopore
41:25 Avingtrans
44:50 Fisher (James)
47:15 Hunting
50:20 IG Group
55:20 Auction Technology Group
58:55 WAG Payment Solutions
1:02:05 Microlise
Favourite stock idea for next 12 months. Trustpilot
#AOM #ELCO #BOY #TRST #DATA #SRB #MAB1 #TPK #OXB #ONT #AVG #FSJ #HTG #IGG #ATG #EWG #SAAS
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1 hr 10 min

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