The Vox Markets Podcast

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After releasing record H1 results today alongside upgrading FY'25 guidance - CEO Sandy Chadha and CFO Suzanne Smith of Supreme explain in this fascinating interview what's been driving the terrific top & bottom performance.

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In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:

00:00 Investor vibe at Mello and 2025 equity outlook

05:05 Recent buys (Vistry) & sells (Facilities of ADF).

07:45 CML Microsystems (PH holds)

10:00 JD Sports

13:55 CMC Markets

17:10 hVIVO (vox client)

20:10 Jet2

24:05 Springfield Properties

26:40 Michelmersh Brick (PH holds)

31:30 Norcros

35:40 Auction Technology Group

39:50 Renold

44:40 Equals (PH holds & Vox client)

49:35 Spectra Systems

53:30 Yu Group

56:00 Card Factory

59:40 Macfarlane

#VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF

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Pulsar Helium signed a processing and procurement deal with the billion-dollar company Chart Industries this week. Here to tell us about that, about the upcoming drill programme at the Topaz project in Minnesota, and about all the other impending newsflow, is Thomas Abraham-James

Following todays announcement that the FDA have approved Polarean its coil has been cleared for use with the GE HealthCare’s MRI systems, Polarean’s CEO, Chris von Jako talks exclusive to Vox Markets

European Green Transition has announced its latest batch of drilling results from its Olserum rare earths projects. Aiden Lavelle joins us to tell us what it all means and where the company goes from here

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Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/

In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:

00:00 GoodMoneyGuide

02:20 Science Group

05:45 Qinetiq

09:35 Warpaint

12:35 Will we get a Santa rally?

19:30 NEW BUY - Facilities of ADF (PS Holds)

23:05 Zoo Digital & new AIM IPO Winking Studios

27:05 Volex & TT Electronics

32:15 NEW BUY - CML Microsystems (PH Holds)

36:30 Cake Box

39:35 Van Elle

41:35 NEW BUY – IXICO (PH Holds & Vox client)

46:35 4Imprint

49:50 Zotefoams (PS holds)

52:45 Goodwin

54:45 Premier Miton & fund managers

59:55 TPXimpact

60:35 NWF, Luceco & Finseta

A big thanks for today’s sponsor Goodmoneyguide

#SAG #QQ. #W7L #ADF #ZOO #WKS #VLX #TTG #CML #CBOX #VANL #IXI #FOUR #ZTF #GDWN #PMI #TPX #NWF #LUCE #FIN

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In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including:

00:00 Equity outlook

05:05 Funding Circle

08:45 Big Technologies

11:30 Solid State & possible read across to other UK defense stocks

15:00 Volex bid for TT Electronics

16:20 XPS Pensions

20:00 FRP Advisory

25:55 Ashtead Technology

28:50 hVivo

31:30 Hollywood Bowl

34:30 Warpaint

37:10 MP Evans

42:10 Zigup (formerly Redde

Northgate)

45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs

51:00 Keller

55:05 Renew

58:30 Best stock idea for 2025

Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected] .

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On today's Exchange, I was delighted again to speak to accomplished investor Leon Boros of Equity Strategies including:

00:00 Equity outlook for 2025.

05:20 Arcontech

11:15 Fonix Mobile

16:15 Bioventix

22:55 CMC Markets

23:45 Concurrent Tech

28:45 Tracsis

33:10 Journeo

36:30 Novo Nordisk

42:40 Sosandar

50:50 NIOX Group

54:15 Equals

57:15 Polean Imaging

59:40 Leon’s best horse-racing tip for 2025 (re Lady of Spain).

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In this fascinating interview, CEO Martin Gouldstone of Oncimmune #ONC takes Vox through:

00:00. What the company does, its key USPs and how the proprietary IMMUNOinsights autoantibody profiling service helps Biopharma companies develop & monitor new drugs & precision medicines.

08:30 Current demand picture, breakeven revenue & Aug FY25 visibility.

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In this fast-moving investing show, legendary UK investor Paul Scott & I discussed all things smallcap, alongside highlighting our latest thoughts on the following:

00:00 Paul’s new SCVR service on Substack

02:15 Impact of the Budget

08:00 Fallout from the US Presidential election

10:40 Hunting (PS holds)

15:50 Vistry

21:30 Michelmersh Brick (PH Holds)

25:50 OneSavingsBank

33:15 Kooth (PS holds)

37:50 Gooch & Housego (PS holds)

44:00 Smiths News

49:10 Plexus (PS holds)

53:45 Equals (PH holds & Vox client)

55:45 Venture Life (Vox client)

61:15 Anpario

64:10 Time Finance

Plus, if anyone or any company would like to sponsor this new ‘Smallcap” series (re naming rights), then please feel free to contact me here or via my email [email protected] .

Published by Vox Markets 

#HTG #VTY #MBH #OSB #KOO #GHH #SNWS #POS #EQLS #VLG #ANP #TIME