In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas.

00:00 Recent buys & sells

02:25 Begbies Traynor

05:25 SDI Group

08:40 SRT Marine

10:20 Watchlist stocks and Spectra Systems

13:05 React

16:30 Bodycote

19:20 Elementis

22:35 Avon Technologies & defence stocks

26:30 M&C Saatchi

30:35 On the Beach

33:30 Pets at home

38:15 Frontier Developments

41:30 Henry Boot

44:05 GetBusy

47:00 Zigup

50:05 Gamma Communications

53:05 Alumasc

55:10 OPG Power

57:40 Integrated Diagnostics Holding

58:30 PZ Cussons

60:40 Curry’s

63:35 DRX

64:55 Funding Circle

66:30 Science Group vs Ricardo

69:05 Seeing Machines

Following on from its £4.865 million raise last week, Poolbeg #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.

In this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence #WATR and CEO Will Knell of American Leak Detection take me through last week’s positive & in line Apr'25 YTD trading update.

00:00 Reminder of what the company does, its key USPs, StreamLabs partnership & secular growth drivers

10:05 Update on YTD'25 trading and reason for uplift in April’s performance.

12:20 Importance & scale of partnerships with insurers.

14:45 Accessing US investors, outlook for the rest of the year and closing remarks

Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.

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Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, the different types of deposits, and what's real and what's not when it comes to the power politics and the hype that surrounds them.

Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, plans for future exploration and development, and the tax breaks available to investors through the EIS scheme.

Blencowe Resources #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifically, work on a definitive feasibility study is already well advanced, and drilling is ongoing. Blencowe's Mike Ralston joins us to tell us more.

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

00:00 Renold and M&A targets

05:00 Stelrad

07:25 Future & possible AI impact

12:40 Bloomsbury

17:30 Restore

20:25 Amcomri

22:40 Water Intelligence

25:40 Essentra

29:00 Topps Tiles

30:30 Harbour Energy

32:40 Velocity Composites

34:45 Calnex Solutions

38:15 ITV

41:35 React

43:05 Big Technologies

52:15 Shoe Zone

55:05 Beeks

57:00 IXICO

1:00:55 Vesuvius

1:03:45 Johnson Matthey

1:04:15 Zotefoams

1:07:40 4Imprint

#RNO #SRAD #FUTR #BMY #RST #AMCO #WATR #ESNT #TPT #HRB #VEL #CLX #ITV #REAT #BIG #SHOE #BKS #IXI #VSVS #JMAT #ZTF #FOUR

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In this interview following today’s positive and in line March H1’25 results, CEO Bram Goorden and CFO Grant Nash of 

IXICO #IXI - an AI powered medical imaging analytics firm - take me through:

00:00 What the business does, its key USPs & growth opportunity ahead.

05:10 Financial highlights, operating leverage, breakeven sales and revenue cover.

10:20 Expansion strategy, new product development & current industry demand (eg tariffs).

15:15 Capital resources and cashflow

17:20 Closing remarks.

The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for many years a trailblazer in Ethiopia, and which is now developing a gold mine.

 In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:

00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?

02:10 Passive vs active funds

07:05 WISE

14:45 Burberry

19:25 JD Sports

22:15 Frasers

28:20 Vistry

32:00 RWS

36:00 Brave Bison

41:00 Roberts Walters

43:00 Focusrite

46:55 Camellia

51:05 Agronomics

55:10 Portfolio construction, stock concentration & risk management

60:40 DCC

64:00 SDI

66:15 Favourite stock for next 12 months. DCC