In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including:

00:00 What type of stocks John prefers.

02:50 Bonkers stocks - Polar Capital

07:40 Portfolio performance & tweaking investment tactics

09:30 WHSmith & using stop losses

14:40 Equity outlook

21:10 Serica Energy plc

25:50Premier Foods

30:00 ME Group

33:15 PayPoint

36:30 Bloomsbury Publishing

41:05 Plus500

44:35 IG Group

45:45 NIOX

48:30 Halozyme, Inc.

51:35 Bioventix

53:10 Renew Holdings

58:10 Zegona Communications

62:15 Gamma Communications

66:50 Pollen Street Capital

69:45 Intermediate Capital Group

71:20 XPS Pensions

73:40 3 favourite ideas for 2025.

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In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 18 ideas on the following:

00:00 Impact of Trump’s tariffs on the markets

06:20 FANG/Mag7 stocks & Q1’25 portfolio performance

11:20 Argentex

18:40 Zotefoams

21:00 Could paradoxically tariffs provide a mini boost to the UK?

23:30 Spectra Systems

27:30 Creo Medical

30:40 Spire Healthcare

32:25 Xaar

35:55 Treatt

39:10 4Imprint

43:00 Big Technologies

48:20 James Halstead

51:25 Qinetiq

54:00 1Spatial

57:10 Distribution Finance Capital

1:03:40 CMC Markets

1:06:15 Victorian Plumbing

1:08:45 JD Sports

1:10:55 EKF Diagnostics

1:15:30 Volex

#AGFX #SPSY #SPI #BIG #ZTF #TET #XAR #CREO #QQ. #FOUR #DFCH #CMCX #SPA #VIC #JFD #JD. #EKS #VLX

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Vox Markets caught up with Poolbeg Pharma #POLB CEO Jeremy Skillington at the Master Investor Show, where he discussed the company's exciting progress in 2024. Jeremy highlighted strong investor engagement and shared updates on Poolbeg’s two lead programmes.

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Shares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, meaning that the company is now producing and cashflow is coming in. An ASX listing is now planned. managing director Shaun Day talks us through it all, and outlines what plans the company has going forward.

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In an interview with Vox Markets at the Master Investor Show, Jack Kelly, CFO of European Green Transition, discussed the Olserum Rare Earths project and EGT’s strategy to monetise mining assets while acquiring revenue-generating green economy businesses.

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In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 17 ideas on the following:

00:00 Close Brothers – NEW Purchase

03:10 Big Technologies – NEW Purchase

12:45 Plexus Holdings

17:20 Yougov

20:00 SIG

24:10 Advanced Medical Solutions

28:05 Eagle Eye

33:45 Centaur Media

36:40 Card Factory

39:55 Volex

44:00 Breedon

47:10 Fonix

51:00 Focusrite

54:30 Somero Enterprises

56:35 WISE

1:03:25 Zotefoams

#CBG #BIG #POS #YOU #SHI #AMS #EYE #TUNE #CAU #CARD #VLX #BREE #FNX #SOM WISE #ZTF #BKS

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Wheaton Precious Metals #WPM is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of Wheaton Precious Metals, joins us to talk about the pioneering business model, how it's got the company to where it is today, and where it goes from here.

Clive Newall and Sally Norcross-Webb of Cornish Tin join us to discuss the latest developments in relation to the company's Tregonning lithium project, which has recently doubled in size, as well as updating on the latest fundraising and upcoming tin and lithium drilling campaigns.

In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including:

00:00 Equity outlook

03:50 Chemring

10:10 Treatt

14:40 Fevertree & Diageo

19:45 Breedon, UK brick makers & Brickability

24:25 SigmaRoc

27:10 Takeover bid for Bakkavor by Greencore

29:40 Cranswick

32:35 Everplay (formerly Team17)

37:40 Grainger

43:35 Warehouse REIT

44:05 Volution

47:50 AB Dynamics

51:30 Kainos

56:55 Raspberry Pi

64:15 GB Group

69:40 Rotork

73:45 Oxford Instruments

79:20 Two favourite ideas for 2025. #RPI & Boku

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In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks.

00:00 Market volatility

04:25 REIT opportunities - Life sciences, CLS Holdings and  Safestore (09:00).

10:10 Spire Healthcare

15:40 4Imprint

18:55 Greggs

21:15 Churchill China

23:20 Kitwave

26:00 Bid approach for Bakkavor by Greencore

29:00 Van Elle

33:05 Watkin Jones

38:10 Grainger

41:00 Beeks Financial Cloud

45:05 Intercede

50:45 Essensys

56:05 Tracsis

58:55 Bloomsbury Publishing

61:20 OSB / One Savings Bank

63:35Vanquis Banking

65:15 B&M European

69:30 Average position sizes

69:45 Plexus Holdings

 #LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS