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

00:00 Implications of US and UK interest rates decisions

04:45 Big Technologies

09:15 Renishaw

13:55 Filtronic

16:35 XP Factory

20:25 Victrex

22:20 1Spatial

26:35 Anpario

27:40 Windar Photonics

30:45 Facilities of ADF

36:20 Card Factory

38:15 Trainline

42:40 Gulf Marine Services

46:05 James Cropper

49:15 CT Automotive

53:20 Polarean Imaging

55:30 Pulsar Group

59:35 Skillcast

1:01:30 Redcentric

1:05:55 Franchise Brands

1:08:35 Character Group

#BIG #FTC #RCN #RSW #VCT #XPF #POLX #ANP #WPHO #GMS #CARD #TRN #SPA #PULS #SKL #CRPR #FRAN #CTA #ADF #CHAR

Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas: 

00:00 Outlook for UK smallcaps

05:15 M&A activity and Corpay’s approach for Alpha International

08:55 Babcock International

11:45 Qinetiq

15:20 Moneysupermarket or MONY

18:30 Telecom Plus

22:15 Moonpig

25:30 Onthebeach

27:25 How important is cashflow yield as a stock picking metric?

28:55 Warpaint

31:10 Mears

34:45 MJ Gleeson & potential Building Safety Levy

38:45 Henry Boot

41:30 GB Group

45:40 Yougov

48:35 NCC

51:50 AOTI Inc

55:40 RWS Holdings

58:25 Beeks Financial Cloud

60:05 Favourite stock idea - Alpha International

#ALPH #BAB

#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home

07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)

13:35 Genus

18:40 Clarkson & impact of Trump’s tariffs

24:05 Victrex

27:00 LBG Media

29:35 MPAC

33:15 Trifast

36:55 Strix

39:00 DRX

43:00 Eleco

47:50 Tracsis

49:35 Corero Network Security

52:20 Focusrite

56:00 Restore

58:55 Cambridge Cognition

61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter

65:30 Whitbread

68:45 Carclo

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

Published by Vox Markets

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In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and continued permitting efforts in Italy and Poland—all positioning the company for long-term value creation.

Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through:

00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion.

05:30 Financial highlights

10:25 Strategic rationale & integration of Vertical Digital and PEMAC acquisitions

13:55 New product development

16:40 Outlook for 2025 and inherent resilience of business

18:10 Closing remarks and potential valuation upside

Disclosure: I own shares in Eleco, who is also a Vox Markets client

Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that KEFI will have a great deal more flexibility in regard to whether or not it chooses to retain its Saudi assets. Harry also talks about the gold price, and what the newsflow will look like over the next few months

Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launches

In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including:

00:00 Mpac’s core markets, USPs and growth drivers

02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24

07:40 Financial highlights

11:20 Q1’25 trading and FY’25 revenue cover

17:35 New product launches and future development

20:50 Pension

21:45 Closing remarks

Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but does these in turn mean now is the time to get in? Anton du Plessis, chief executive of Zinnwald Lithium #ZNWD takes us through the intricacies of the lithium mining and production industry, and explains how his own company is strategically positioned to feed growing demand from Europe.