The CQS Natural Resources fund is one of the most influential and long-standing mining investment trusts in London. Portfolio manager Robert Crayfourd joins Vox to offer his insights into where the mining markets go from here - in a year in which gold has surpassed all expectations, but other metals still have some way to go. Are we now in a bull market? - yes, says Crayfourd, but there's still plenty of upside on the table. CQS remains well positioned in precious metals and in copper equities, and offers investors access to overseas opportunities that they might not otherwise get exposure to. Crayfourd also offers his thoughts on base and critical metals, lithium, and why the weaponisation of the dollar has had such a profound impact on commodities.

In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive H1’26 results and in line outlook.

00:00 Demand dynamics across all three divisions

06:25 Key financial highlights and capex plans

12:05 New product development and distribution strategy

15:25 M&A and ongoing integration

18:10 Outlook, H2’26 visibility & closing remarks

00:00 Investor sentiment from Mello conference

02:20 CMC Markets

07:05 PZ Cussons

10:15 McBride

15:29 Paypoint

21:45 Ocado

25:40 Tracsis

28:50 JD Sports

32:45 Plexus

37:40 Bloomsbury Publishing

43:30 Alumasc

48:10 Grainger

52:15 Trifast

55:30 Eagle Eye

59:25 CML Microsystems

63:35 Likewise

68:00 Vianet

72:15 Future

GreenX Metals has released initial assays from historic core recovered from its Tannenberg project in Hesse, Germany. These first results show very high copper grades over attractive widths, and if the upcoming results from the remaining assays are at all similar, then they will point the way to a very substantial resource. GreenX's chief executive Ben Stoikovich joins Vox to tell us more about the project, its historical roots and its possible future as a key strategic asset inside an EU that's crying out for more locally-produced critical metals.

Quantum Helium, formerly known as Mosman Oil & Gas, is initiating 3D seismic work on its Sagebrush project in Colorado. Quantum's Chief executive, Howard McLaughlin, joins us to talk through the implications of the latest programme, what's planned, what success would look like, and what the next steps are after the results come in. Meanwhile, work by Sproule continues on Quantum's other project, Coyote Wash. Could Sagebrush and Coyote Wash join up? McLaughlin points out that they have very similar characteristics, and that the seismic that will be run on Sagebrush is actually going right up to Coyote Wash

In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through today's landmark £3.5m 4 year neurological imaging deal for a global Phase 3 clinical trial in Huntington’s Disease.

Andrew Thake is Divisional Director of Resourcing Tomorrow, London's biggest and longest-standing mining conference. He joins us for a preview of this year's event, which will be held 2-4 December as part of the wider 'London Mining Week'. We talk about keynote speakers, mention some of the nominees for awards, and talk about the key themes and trends to look out for on the floor.

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

Apologies for the brief 40 second internet pause, as there was unfortunately a connection failure at 53:40.

00:00 4Imprint

04:45 FDM

09:05 Oxford Instruments

12:40 Avingtrans

16:35 Tracsis

21:00 ME International

25:05 MJ Gleeson

32:30 Hilton Food

34:50 Finseta

37:45 Ultimate Products

43:20 Rightmove

50:25 Light Science Technologies

58:00 Avon Technologies

1:00:45 ITV

1:02:35 Kitwave

1:05:15 Volex

1:08:20 Domino’s Pizza UK

1:10:50 Defensive consumer stocks: Warpaint, Hollywood Bowl, XP Factory & Card Factory

1:12:40 PCI-Pal

 

In this exclusive Vox Markets interview, Shearwater Group CEO Phil Higgins & CFO Jonathan Hall, break down the company’s strong revenue and EBITDA growth, explains the changes to revenue recognition and year-end reporting, and shares how the Group plans to capitalise on sector tailwinds, AI investment, and public sector opportunities heading into FY26.

In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following:

00:00 Equity outlook

04:30 Activeops

09:00 Pinewood Technologies

12:00 Tribal

16:25 Netcall

21:50 Franchise Brands

25:25 MPAC

28:20 Capita

32:40 Iomart

37:30 Nichols

40:05 Spire Healthcare

43:45 IXICO

46:35 Kooth

52:20 Fintel

55:15 MHA

59:30 Favourite stock idea for next 12 months. Brooks MacDonald