The Vox Markets Podcast

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.

Recent buys: Bango (00:00) & Brave Bison (05:00)
06:50 IG group
14:25 Personal group
17:50 Vesuvius
23:40 Checkit
27:05 Tribal
31:25 RM Group
37:00 Saga
42:55 Avation
47:35 MS International
49:20 Springfield Properties
54:50 Tortilla Mexican
1:01:10 NIOX
1:03:35 Capita
1:08:00 M&C Saatchi
1:11:05 Card Factory
1:15:00 TT Electronics

#BGO #BBSN #PGH #VSVS #CKT #TRB #RM. #SAGA #AVAP #MSI #SPR #MEX #NIOX #CPI #SAA #CARD #TTG

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There's money around in the mining sector again, not least from the arrival of the world's governments on the scene, and the appetite for deals and opportunities is as big as its ever been. Not surprising then, that this year London's biggest mining conference, Resourcing Tomorrow, looks set to be better than ever. Almost all the booths are sold, and the organisers are now considering how they can expand the floorspace to fit more people in. Nick Rastall, Portfolio Director of Resourcing Tomorrow, joins Vox to tell us what we can expect this year

Resourcing Tomorrow is where the world's mining leaders meet, bringing together 2,300+ attendees from 85+ countries and 180+ mining companies in London from 1–3 December 2026.

Use code VOX15 to save on your Delegate Pass and secure your place: https://hubs.ly/Q04n65090

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1947 Oil & Gas listed on Aim this week, bringing with it its new portfolio of Gulf of America production assets. The plan is to work these new assets more efficiently, and to use the resulting cashflow to fund acquisitions in the US oil space, with a particular focus off-shore and near onshore. Founder and Co-President Ivan Murphy joins Vox to tell us more

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In this upbeat interview, CEO Steve McQuillan, COO Austin Adams & CFO Stephen King of Avingtrans take me through today’s strong and better than expected FY’26 results – including:

00:00 Secular growth drivers (eg new nuclear, data centres & defence), client demand & possible capacity expansion
06:20 Over subscribed £21m placing
12:00 Financial highlights
16:00 Update on possible exits
19:10 Medical division (re Adaptix, Magnetica and Scientific Magnets)
26:15 FY27 outlook and closing remarks

Poolbeg chief executive Jeremy Skillington joins Vox to talk through the company's latest set of interim results. The company is looking very well positioned following a £3.5 million raise that takes its "runway" out to 2028, and in the wake of much positive progress involving its key product, POLB001

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Cadence Minerals has begun hot commissioning of its Azteca plant in Brazil. The plant is located on the company's wider Amapa iron ore project, and the potential cash flow from the processing of stockpiled material and tailings through the plant is earmarked to fund a DFS on wider development. The plant is still awaiting an operating licence, but now that hot commissioning is underway that ought not to be far away. Cadence's chief executive Kiran Morzaria joins Vox to tell us more.

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In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 17 stock ideas.

00:00 Equity outlook
02:45 Stelrad
05:35 Mortgage Advice Bureau
08:10 BRCK / Brickability
11:30 Greatland Resources
19:30 Alfa Financial
23:35 Cerillion
27:35 Netcall
31:25 Boku
35:30 Tracsis
39:00 Restore
41:00 Serica and UK energy policy
48:55 Hunting
53:45 Renew Holdings
56:15 Big Technologies
61:50 Fintel
65:00 Yu Group
72:05 Favourite stock ideas for next 12-18 months
72:50 Telecom Plus

Investment Terms Crib Sheet: https://www.voxmarkets.com/media/6ab11346e0e7df2dda1ac146

#SRAD #MAB1 #BRCK #GGP #ALFA #CER #NET #BOKU #TRCS #RST #SQZ #HTG #RNWH #BIG #FNTL #YU #TEP

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

00:00 US of AI in investment
02:15 MONY
05:15 Future group
08:10 Pollen Street
12:40 Mercia Asset Management
17:05 Ashtead Technology
22:45 Harworth
25:50 Raspberry Pi
31:45 Kooth
39:20 Warpaint Cosmetics
43:00 Craneware
50:25 XP Factory
54:45 Frasers
58:45 JD Sports
1:01:00 Kingfisher
1:05:25 Seeing Machines
1:09:40 Aurrigo
1:13:50 Fonix
1:18:15 Luceco
1:21:25 ASOS
1:25:40 Vistry

Investment Terms Crib Sheet:
https://www.voxmarkets.com/media/6ab11346e0e7df2dda1ac146

#MONY #FUTR #POLN #MERC #AT. #HWG #RPI #KOO #WL7 #CRW #XPF #FRAS #JD #KGF #SEE #AURR #FNX #LUCE #ASC #VTY 

Quantum Data Energy CEO Pieter Krügel discusses the restoration of trading in the company’s shares, the circumstances behind the temporary suspension and the outcome of the completed audit. He also provides an operational update covering Hindlip, Bordesley and QDE’s data-centre power project.

#QDE #energy #power 

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Poolbeg Pharma has announced a positive interim safety review from the TOPICAL clinical trial of POLB 001, with the study recommended to continue as planned and no changes required to the protocol. Recruitment is continuing at UK clinical sites, with further patients expected to enrol and additional sites set to be activated as the company progresses the trial and generates further data for prospective partners.