Sign in
Business
Vox Markets Podcast
Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
1558: John Meyer on lab grown diamonds, Bushveld Minerals, Power Metals Res & WH Ireland
John Meyer, Mining analyst and partner at SP Angel
discusses lab grown diamonds, Bushveld Minerals, Power Metals Res & WH Ireland plus mentions the following companies:
Bushveld Minerals #BMN
Power Metals Resources #POW
WH Ireland #WHI
24:1228/07/2023
1557: Olivier Mussat of ATOME Energy: We are playing in a $200bn market, which we can help decarbonise
Olivier Mussat, CEO of ATOME Energy #ATOM discusses their progress and outlines the market opportunity pointing out they are, “Playing in a $200bn market, which we can help decarbonise” ATOME Energy is an AIM listed company targeting green hydrogen, ammonia, and fertiliser production with over 500-megawatt of projects in Paraguay, Iceland, and Central America.
14:1327/07/2023
1556: hVIVO’s Mo Khan: “We have now got 100% contracted work this year to hit our revenue targets”.
Mo Khan, chief executive of hVIVO (HVO ), talks to Vox about the company’s latest
trading update, which has seen revenues grow by more than 50% and its order book hit £78m, leaving it on track to hit full year numbers and with significant revenue visibility well into 2024.
0:37 An overview of the first half trading update, which has seen growing
revenue, improving margins, and strong cash generation.
2:22 Explaining the change to exclude R&D tax credits from reported revenues to
improve transparency.
4:04 Discussing the composition of the record £78m order book and how it
provides strong revenue visibility into 2024.
5:45 Why contract sizes are increasing, and how hVIVO has been able to scale up
to deliver.
8:08 How diversification and prudent management has helped offset capacity
issues at the UK’s medicines regulator, the MHRA.
9:47 What to expect throughout the rest of 2023.
11:4126/07/2023
1555: Can you get excited about investing in big companies?
Is a look at today's top business news & investment views plus we cover the winners, losers, the most read company news & the most followed. Today this includes:
Can you get excited about investing in big companies? John can, sort of, Justin can’t.
Companies mentioned: N4 Pharma #N4P WANdisco #WAND Destiny Pharma #DEST Greatland Gold #GGP hVIVO #HVO EQTEQ #EQT Diaceutics #DXRX Unilever #ULVR Yü Group PLC #YU Altitude Group #ALT The Pebble Group #PEBB
39:1325/07/2023
1554: hVIVO’s Mo Khan: “the industry is really waking up to the value of human challenge models”
(Watch the video interview HERE)
Mo Khan, chief executive of hVIVO (HVO), talks to Vox Markets about the company’s latest contract win, a £13.1m deal to develop a human challenge model for Influenza B with an existing client, and how the approach is gathering momentum across the industry.
0:36 Details of the new £13.1m contract with an existing big pharma client to
develop a new human challenge model for influenza B.
2:25 How human challenge models are helping the industry develop highly-
targeted treatments, and enabling fast-tracked regulatory approval.
4:28 Next steps in the development of the influenza B human challenge model,
and the ability to leverage the model in future.
6:18 The challenges presented in developing influenza treatments, and how
human challenge models can help to bring flu under control.
07:5625/07/2023
1553: Q&A with Fadel Partners CEO, Tarek Fadel
(Watch the video interview HERE)
In this interview CEO Tarek Fadel of Fadel Partners (FADL) - a leading brand compliance, rights & royalty management platform.
Client benefits of #FADL's IP licensing & Brand Vision software. 00:00
Synergies, growth rates & characteristics of both divisions. 10:10
Growth strategy & use of IPO proceeds. 20:50
Trading update. 23:55
M&A strategy. 26:15
Long term goals & future newsflow. 28:30
31:3125/07/2023
1552: Alan Green talks about: Destiny Pharma, ECR, Acuity, First Class Metals & Truspine
Alan Green, CEO of Brand Communications talks about the following companies:
Destiny Pharma #DEST
ECR Minerals #ECR
Acuity RM Group #ACRM
First Class Metals #FCM
Truspine #TSP
30:1825/07/2023
1551: Greg Madison of Shield Therapeutics: “There is a very substantial market opportunity for Accrufer®”
Greg Madison CEO of Shield Therapeutics #STX discusses their strong Q2 which showed total prescriptions for Accrufer® increase by 50% compared to Q1 and says, “There is a very substantial market opportunity for Accrufer® and we are looking to identify ways to maximise the momentum we are building in order to further drive continued Accrufer® growth”
Read full RNS here:
08:4825/07/2023
1550: Francesco Gardin of QBT: This patent is a small example of how many industrial secrets & patents we have and can develop
Francesco Gardin, CEO and Chairman of Quantum Blockchain Technologies #QBT discusses their patent application for Message Scheduling For Cryptographic Hashing and says, “This patent is a small example of how many industrial secrets & patents we have and can develop”
Highlights
- Message Scheduling For Cryptographic Hashing (MSFCA) can perform pre-calculations for future BTC blocks before the current block is closed
- Allows miners to use less logic gates, thus lower energy costs
- Implementation can be made to QBT's current SHA-256 architecture with feasible modifications
- Effective potential area saving is around 8%
To read the full RNS click here
09:1124/07/2023
1549: Can you make money in the UK markets? Plus the winners, losers, the most read & the most followed
TAKING STOCK: Can you make money in the UK markets? Plus the winners, losers, the most read & the most followed. Companies mentioned: ASOS #ASC Bowleven #BLVN Diageo #DGE Filtronic #FTC Gfinity #GFIN Ondo InsurTech #ONDO OptiBiotix Health #OPTI Premier African Minerals #PREM Revolution Beauty #REVB Thruvision Group #THRU Unilever #ULVR Warpaint London #W7L
42:5321/07/2023
1548: John Meyer on improved liquidity plus Cornish Metals, Beowulf, Rainbow Rare Earths, Solgold, Sovereign Metals & Savannah Res
John Meyer, Mining analyst and partner at SP Angel discusses the improved liquidity in the markets since the recent UK inflation data was published plus mentions the following companies: Cornish Metals #CUSN, Beowulf Mining #BEM, Rainbow Rare Earths #RBW, Solgold #SOLG, Sovereign Metals #SVML & Savannah Resources #SAV
19:2721/07/2023
1547: Average mortgage rates have fallen for the first time in months plus winners, losers & most followed
Taking Stock is a look at today's top business news & investment views plus the winners, losers, the most read & the most followed including: Average mortgage rates have fallen for the first time in months and we mention the following companies: GSTechnologies #GST AMTE Power #AMTE Lansdowne Oil & Gas #LOGP OptiBiotix Health #OPTI Acuity RM Group #ACRM Premier African Minerals #PREM Shield Therapeutics #STX Destiny Pharma #DEST Alphawave Semi #AWE
39:1021/07/2023
1546: Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management
(Watch video interview HERE)
In this interview, Josh Northrop of Whitman Asset Management highlights 16 top quality smallcap stocks
00:00 Equity outlook & impact of fund redemptions
07:55 What types of company Whitman invests in
09:40 Tracsis
12:45 IQGeo
15:55 Calnex Solutions
19:15 IDOX
22:40 SDI Group
25:50 Ergomed
29:30 Advanced Medical Solutions
32:10 Young & Co
35:25 Yougov
39:50 RWS Holdings
43:10 Keywords Studios
47:10 CVSG (CVS)
50:15 Ashtead Technology (AT.)
55:25 Porvair (PRV)
58:35 Accesso (ASCO)
01:02:45 Instem (INS)
01:07:3320/07/2023
1545: Is the bottom of the market behind us?
Is it the bottom of the market behind us? Interest rates are predicted to rise less sharply after the UK saw a surprise drop in inflation in June. Companies mentioned include: OptiBiotix Health #OPTI, MediaZest Plc #MDZ, East Imperial #EISB, Watkin Jones #WJG, CleanTech Lithium #CTL, Argo Blockchain #ARB, Afentra #AET, Audioboom Group #BOOM, Invinity Energy Systems #IES, ATOME Energy #ATOM
40:0119/07/2023
1544: UK grocery inflation continues downward trajectory plus today's winners, losers, most read & most followed
It's a look at today's top business news & investment views including grocery inflation remains ‘incredibly high’ but falls for fourth straight month thanks to supermarket promotions plus the winners, losers, the most read & the most followed: #DARK #PTRO #UOG #ZOTE #OTCP #GOOD #POW #BOO #REVB #BIDS
32:1918/07/2023
1543: Richard Bennett of Getec: 3 recent contract wins represent significant addition to orderbook
Richard Bennett Executive Chairman of Getec #GTC discusses their 3 recent contract wins which represents a significant addition to the Group's existing orderbook.
Highlights
Getech (AIM: GTC), a world-leading locator of subsurface resources, is pleased to announce the signing of three contracts for Globe, worth together over £0.8 million over the next three years, of which £381k relates to the current financial year. These contracts represent significant additions to the Group's existing orderbook, which now stands at £4.2 million.
To read the full RNS click here
10:4818/07/2023
1542: Oxford Cannabinoid's breakthrough oral immunotherapy: “The initial data demonstrates excellent potential”
(Watch the video interview HERE)
In this video, Vox Markets talks to Clarissa Sowemimo-Coker, CEO of
Oxford Cannabinoid (OCTP), a biotech company focused on developing prescription medications from cannabinoids, taking Vox through the company's mission to address unmet patient needs, particularly within the US multi-billion dollar pain market. They announce their expansion into oncology and the potential of a first-in-class oral immunotherapy for solid tumors.
05:4517/07/2023
1541: Alan Green talks about: Sovereign Metals, Smart Metering Systems, ECR Minerals & WINIT365
Alan Green, CEO of Brand Communications talks about the following companies:
Sovereign Metals #SVLM
Smart Metering Systems #SMS
ECR Minerals #ECR
WINIT365 (the gaming software provider and developer of the world’s first online, multi- player multi-platform Mahjong game, is pleased to announce that it is seeking to list on the UK Aquis Exchange)
26:3517/07/2023
1540: UK Trade Deal, House Prices Fall plus today's winners, losers, the most read & the most followed
It's a look at today's top business news & investment views plus today's winners, losers, the most read & the most followed including: #GHE #CNC #SVML #EISB #DNM #VAST #FUM #OHC #GOOD #HAT
39:5717/07/2023
1539: Gatwick holiday strikes plus today's winners, losers, the most read & the most followed
It's a look at today's top business news & investment views plus today's winners, losers, the most read & the most followed including: McBride #MCB, Upland Resources #UPL, Zoo Digital Group #ZOO, MGC Pharmaceuticals #MXC, Versarien #VRS, Future Plc #FUTR, ATOME Energy #ATOM
31:2614/07/2023
1538: John Meyer on China's deflation plus Bushveld Minerals, Empire Metals & Strategic Minerals
John Meyer, Mining analyst and partner at SP Angel discusses on China's deflation plus Bushveld Minerals #BMN Empire Metals #EEE Strategic Minerals #SML
23:3714/07/2023
1537: Vadim Alexandre discusses a big U.S. AI deal within biotech and suggests this is just the start
Vadim Alexandre, Head of Healthcare at SP Angel discusses a big U.S. AI deal within biotech and suggests this is just the start. Companies mentioned:
e-Therapeutics #ETX
14:0114/07/2023
1536: Q&A with Chris Watling - Longview Economics & Edmund Shing - BNP Paribas Wealth Management
In this terrific ‘Macro Investing’ discussion, Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management) take me through:
The outlook for CPI, interest rates, equities & Q2 corporate earnings. 00:00
When will wage inflation roll over? 04:01
Which sectors will be the next winners & losers? 12:13
· Technology - Nvidia. 12:33
· Healthcare - GSK. 16:13
· Oil stocks & miners – . 19:22
· How deep will the recession be, & when will it start? 25:16
. Consumer staples & cruise liners. 31:50
· Banks – UBS, Barclays & Lloyds. 33:52
· Industrials 40:21
· Insurers – AXA and Legal & General. 42:09
Where is Sterling heading & what indicators should investors watch? 44:18
48:1013/07/2023
1535: Paul & Justin: Liquidity boost after US CPI plus some stocks to follow
Paul Hill, full time investor and equity analyst and Justin discuss whether the oversold market an opportunity? Plus some stocks to follow: Supreme #SUP
Avingtrans #AVG Trufin #TRU Equals #EQLS Argentex #AGFX FD Technologies #FDP Future #FUTR Good Energy #GOOD & Fiinu #BANK
49:5113/07/2023
1534: Taking Stock: UK GDP "Listless" plus #PHE #PRD #MSMN #BANK #APTD #DEST #HVO #ONDO
Welcome to taking stock on...on Thursday 13th July 2023. It's a look at today's top business news & investment views including the most followed, winners, losers & the most read #PHE #PRD #MSMN #APTD #DEST #HVO #ONDO
33:5413/07/2023
1533: Q&A: Fintel Labs lays the foundation for retail financial services’ digital revolution
(Watch the video interview HERE)
In the interview, Fintel (FNTL Follow | FNTL) CEO Matt Timmins tells us about why they’ve launch fintech incubator Fintel Labs, and is joined by Gareth Thompson, founder of Plannr, the venture’s first investment, to discuss how its intuitive CRM system could alleviate the pressures on the advisory industry and improve customer outcomes.
00:38 Matt Timmins introduces Fintel Labs and the reason for its creation
02:58 Why retail financial service CRM provider Planner has been chosen as the first investment.
04:48 Gareth Thompson introduces Plannr, what it does and how it came about.
06:15 Why Plannr chose Fintel as an investor.
07:14 How Plannr’s platform makes life easier for retail financial services intermediaries
08:43 How the use of modern tech platforms differentiates Plannr’s CRM system from legacy solutions in the industry.
09:52 How Plannr fits in to Fintel existing fintech offering
11:38 What’s on the Plannr roadmap, including the integration of AI, and how does industry feedback shape its development.
13:33 How this translates into cost savings for advisers at a time when they’re under significant financial pressure.
15:00 Building Fintel into a fintech one stop shop for retail financial advice through the integration of 3rd party solution and making the management of data more intuitive.
18:02 Closing the technology gap in financial services and improving customer outcomes.
20:25 How Plannr provides a foundation and blueprint for future Fintel Labs investments
22:1213/07/2023
1532: TAKING STOCK: Stress Tests plus #TRU #AGFX #DEST #TLY #ONDO #BOIL #DELT #BANK #FUTR
TAKING STOCK: Stress Tests plus #TRU #AGFX #DEST #TLY #ONDO #BOIL #DELT #BANK #FUTR
24:3412/07/2023
1531: James van den Bergh of Trufin: Fundraise will unlock significant value in Playstack
James van den Bergh, Chief Executive Officer of Trufin #TRU discusses their recent fundraise which enables them to develop and license sequels to the hit game Mortal Shell, which sold one million units and generated revenue of over £15m since its launch in 2020. Mortal Shell 2 & 3 are expected exceeed these sales and therefore unlock significant value.
Placing and Open Offer Highlights
· Proposed Placing of £7m (before expenses) to certain institutional investors and other existing shareholders at the Issue Price.
· Open Offer of up to approximately £1m (before expenses) to Qualifying Shareholders at the Issue Price.
· Issue Price of 65 pence per New Ordinary Share represents a discount of 4.4% to the closing mid-market price of the Company's Existing Ordinary Shares on 21 June 2023, the latest practicable date prior to this Announcement.
· The net proceeds of the Placing and Open Offer will be used to invest in Playstack to secure the Mortal Shell franchise (see further detail below) and provide working capital to the Company.
· Major shareholder, Gresham House Asset Management has indicated its intention to materially participate in the Placing.
To read the full RNS click here
14:5512/07/2023
1530: Interview with Argentex CEO, Harry Adams
(Watch the video interview HERE)
In this interview, CEO Harry Adams of Argentex (AGFX ), takes Vox through yesterday's 'in line' trading update, and explains what was behind the 28% YoY increase in H1’23 sales to £25m.
10:5911/07/2023
1529: Wages rise at a record annual pace, Mortgage rate at 15 year high Plus Winners & Losers & Most Read
It's a look at today's top business news & investment views. Including: The indices, winners & losers, most read RNS's & RNS of the Day
15:2711/07/2023
1528: Pay pressures cool reducing inflation concerns plus winners & losers, most read RNS & charts
Welcome to taking stock on...on Monday 10th July 2023
It's a look at today's top business news & investment views. Including: The indices, winners & losers, most read RNS's & RNS of the Day
#ONDO #HE1 #TLY #FUTR #MATD #OTMP
15:3910/07/2023
1527: Alan Green talks about: GreenX Metals, Lexington Gold & Georgia Capital
Alan Green, CEO of Brand Communications talks about the following companies: GreenX Metals #GRX, Lexington Gold #LEX & Georgia Capital #CGEO
22:3510/07/2023
1526: Jason Tebb of OnTheMarket: Result show a strong financial performance with record revenues and profits
Jason Tebb, CEO, & Simon Bullock, Interim CFO of OnTheMarket #OTMP discuss their Final Results for the year ended 31 January 2023, in which they reported a strong financial performance achieving record revenues and profits, EBITA up 81% to £3.8m & cash up 35% to £11.3m.
Highlights
- Record Group revenues and profits with continued strategic progress.
- Group Revenues up 14% and ARPA up 12%, reflecting growth in paying customers, strong product sales and continued strong growth in New Homes (up 60%).
- Adjusted operating profit up 59% to £4.3m (2022: £2.7m) driven by revenue growth across all income streams.
- Strong balance sheet, with year-end cash of £11.3m and no borrowings (31 January 2022: £8.4m and no borrowings).
- OnTheMarket Software incurred an impairment charge of £1.5m.
- Cash generated from operating activities of £7.9m representing operating cash conversion of approximately 99% of adjusted EBITDA.
- Traffic and leads reduced year-on-year reflecting an abnormally buoyant property market in the first half of the previous year and a strategic focus on serious property seekers and high-quality leads resulting in a significant increase in valuation opportunities, up 26% on prior year.
To read the full RNS click here
10:4110/07/2023
1525: AIM Profitable Rule? House price drop the worst in 12 years plus winners, losers & chart of the day
Welcome to taking stock on...on Friday 7th July 2023
It's a look at today's top business news & investment views. Including: The indices, winners & losers, most read RNS's & RNS of the Day
A day on which the AIM All Share has hit a new low at 739. Apart from the dash for cash crash of March 2020, it hasn't been this low since 22nd July 2016!
HOT TOPIC OF THE DAY
Should AIM have a rule where new listings have to become profitable within 5 years or be forced to de-list?
43:3607/07/2023
1524: Vox Markets Fund Manager Series: Stuart Widdowson of Odyssean Capital
(Watch the video interview HERE)
In this interview, fund manager Stuart Widdowson of Odyssean Investment Trust takes Vox through 17 stocks
00:00 Outlook for equities
05:05 M&A activity
07:20 Generative AI Ascential
08:35 RWS Holdings
11:15 Wilmington
13:20 Spire Healthcare
17:10 Benchmark
19:50 NCC
23:45 Chemring
26:05 Elementis
29:30 Flowtech Fluidpower.
32:10 Gooch & Housego
34:55 James Fischer
37:20 Stabilus SA
39:45 Xaar.
42:25 XP Power
45:15 Videndum
47:15 How to assess indebted companies
49:15 Dialight
51:25 Where looking to deploy capital
55:4007/07/2023
1523: Vadim Alexandre on Asos, Boohoo, AO World, Deliveroo, Novacyt, YourGene & Destiny Pharma
Vadim Alexandre, Head of Healthcare at SP Angel covers some retail stocks and news from medical diagnostics & biotech co's including: Asos #ASC Boohoo #BOO AO World #AO. Deliveroo #ROO Novacyt #NCYT Yourgene #YGEN Destiny Pharma #DEST
27:5606/07/2023
1522: UK house building slumps, Cutting oil & gas production would be "dangerous and irresponsible" Plus Winners & Losers & Chart of the Day
Welcome to taking stock on...on Thursday 6th July 2023. It's a look at today's top business news & investment views. Including: The indices, winners & losers, most read RNS's & RNS of the Day.
41:2106/07/2023
1521: Train Ticket Offices Close, Thames Water Drowing in Debt, Winners & Losers, Most Read & Chart of the Day
Taking Stock looks at today's top business news & investment views. Including: The indices, winners & losers, most followed, most read RNS's, charts & RNS of the day.
See the video for charts & smarts.
39:2005/07/2023
1520: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
(Watch the video interview HERE)
In this interview, CEO Sandy Chadha and CFO Suzanne Smith, explain how
Supreme’s (SUP ) affordable FMCG brands are chiming with more cost conscious consumers across the UK, including:
Current demand environment. 00:00
Financial highlights and strong cash generation. 03:53
Brand strategy & new ElfBar contract. 07:48
Best-in-class vaping compliance, upgraded guidance & future newsflow. 11:50
18:1405/07/2023
1519: Mark Routh of Prospex Energy: First gas from the Podere Maiar-1 is a pivotal milestone in company's development
Mark Routh CEO of Prospex Energy #PXEN discusses achieving the start of gas production from the Podere Maiar-1 gas facility at the Selva field in the Po Valley region of northern Italy and describes it as a pivotal milestone in the company's development.
Highlights
· Podere Maiar-1 commenced gas production in Italy, delivering first gas on 4 July 2023
· First gas will provide the Company with its maiden revenue from the Selva Malvezzi Production Concession in Italy
· PM-1 will provide gas directly to the domestic Italian market under an 18-month supply agreement with BP Gas Marketing announced on 14 February 2023
· Further upside potential at the Selva Malvezzi Production Concession (Figure 1), as Po Valley Energy, the Operator, intends to advance other projects within the Concession.
To read the full RNS click here
08:1605/07/2023
1518: Banks & Supermarkets ripping off customers plus Winners & Losers, Most Read & Chart of the Day
3 Top Business Stories
1. Bank chief executives have been summoned by the UK's financial watchdog to address concerns that savings rates are not rising as fast as mortgages.
Bosses at Lloyds, HSBC, NatWest and Barclays are to meet the Financial Conduct Authority (FCA) on Thursday.
Higher interest rates have seen banks raise mortgage costs but there are concerns that higher returns are not being passed on as quickly to savers.
(Click here to read more)
2. Energy suppliers have been warned they should retain profits rather than pay out returns to shareholders, to ensure firms can weather future price shocks.
Regulator Ofgem said firms "must learn the lessons of the energy crisis", adding "a return to the practices we saw before isn't on the table".
(Click here to read more)
3. Supermarkets and other fuel retailers will be forced to publish live prices under a new scheme aimed at stopping them overcharging, the government says.
It comes after Britons were found to have paid an extra 6p per litre for fuel at supermarkets last year as weak competition let them charge more.
Under the scheme drivers will be able to compare up-to-date prices online so they can find the cheapest option.
Driving groups say the idea, which is used elsewhere in Europe, is overdue.
Morrisons' and Asda's targeted fuel margins for 2023 had doubled and tripled respectively since 2019. Sainsbury's and Tesco had followed suit and raised their prices, suggesting competition had "weakened".
(Click here to read more)
In a Trading Update today, Simon Roberts, Chief Executive of J Sainsbury plc, said:
"Food inflation is starting to fall and we are fully committed to passing on savings to our customers.
36:1004/07/2023
1517: Q&A with Alba Mineral’s George Frangeskides: “We’ve moved heaven and earth to make this happen”
Vox Markets talks to George Frangeskides, executive chairman of Alba Mineral Resources, about the huge effort behind obtaining ecological permitting to dewater its Clogau gold mine in north Wales, and what comes next as it develops the prospect.
12:4804/07/2023
1516: Joanne Hart discusses Invinity Energy Systems, Thor Explorations & BP Marsh
Joanne Hart is the Investment Editor at the Mail on Sunday. She writes the weekly Midas Column, recommending shares, bonds and other investments to million readers.
Joanne Hart discusses some companies worth researching including: Invinity Energy Systems #IES, Thor Explorations #THX & BP Marsh #BPM
15:1204/07/2023
1515: Energy Prices May Rise Again, Water cremation' to be offered in UK Plus Alan Green on GMET, MOON & TM1
Welcome to taking stock on...on Monday 3th July 2023
It's a look at today's top business news & investment views. Including: The indices, winners & losers, most read RNS's
Plus Alan Green on Golden Metal Resources #GMET, MoonPig #MOON & Technology Minerals #TM1
32:2303/07/2023
1514: Q&A with Verici Dx CEO, Sara Barrington
(Watch the video HERE)
In this interview, Sara Barrington CEO of Verici Dx (VRCI ) takes Vox through today's excellent validation study results wrt its next generation (pre graft) kidney transplant blood test, Clarava. Alongside how the diagnostic will be commercialised & what its means for doctors, hospitals & patients.
20:3303/07/2023
1513: Q&A with Belluscura CEO Bob Rauker, CFO Tony Dyer & VP of global sales Bob Fary
In this interview, CEO Bob (Robert) Rauker, VP of global sales Bob Fary and CFO Tony Dyer, take Vox through Bellsucura's 'in line' 2022 results, positive outlook and forthcoming Q3 launch of the new DISCOV-R portable oxygen concentrator
14:0430/06/2023
1512: End of H1 & Q2, Mortgage Demand Persists, Car Exports Exceed plus John Meyer & Russ Mould
Taking Stock: A look at today's top business news & investment views. Including: Today's Indices, Winners & Losers, Most Read RNS's Plus...John Meyer on clear skies in China, deleveraging of the portfolio, Atlantic Lithium #ALL, BlueJay Mining #JAY & Kodal Minerals #KOD And... Russ Mould on bond prices, interest rates and the inversion of the yield curve.
43:2230/06/2023
1511: Q&A: The lowdown on precious metal mining with Randy Smallwood of Wheaton Precious Metals
Randy Smallwood, CEO of Wheaton Precious Metals and chairman of the World Gold Council, tells Vox about the advantages of the company's royalty streaming model, and why he's excited about the prospects for gold and especially silver.
20:1530/06/2023
1510: Paul & Justin: Is the oversold market an opportunity? Plus some stocks to follow
Paul Hill, full time investor and equity analyst and Justin discuss whether the oversold market an opportunity? Plus some stocks to follow:
Michelmersh Brick #MBH, Eleco #ELCO, Future #FUTR, GB Group #GBG, Bristol Myers Squibb, Good Energy #GOOD, Invinity Energy Systems #IES, Belluscura #BELL, Cake Box CBOX, Oncimmune #ONC, Destiny Pharma #DEST, Avacta #AVCT, Inspiration Healthcare #IHC, Trufin #TRU, Alphawave Semi #AWE, Polarean Imaging #POLX, XP Factory #XPF, Revolution Beauty #REVB &Boohoo #BOO
01:08:0630/06/2023
1509: Neil Herbert of Atlantic Lithium: Ewoyaa Definitive Feasibility Study Shows we have Best in Class Project
Neil Herbert Chairman of Atlantic Lithium #ALL discusses their Ewoyaa Definitive Feasibility Study and says it shows they have a low capex, low opex best in class Lithium spodumene Project, which they are looking to take into production in 2025.
DFS HIGHLIGHTS
· 3.6 million tonnes ("Mt") spodumene concentrate production over 12-year Life of Mine ("LOM").
· Exceptional Project economics: Post-tax Net Present Value ("NPV8") of US$1.5bn with free cash flow of US$2.4bn from LOM revenues of US$6.6bn, Average LOM EBITDA of US$316 million per annum, Internal Rate of Return ("IRR") of 105% and short payback of 19 months.
· C1 cash operating costs of US$377/t of concentrate Free-On-Board ("FOB") Ghana Port, after by-product credits from conventional open cut mining operation; All in Sustaining Cost ("AISC") of US$610/t.
· Modest capital cost estimate of US$185 million.
· Incorporates Modular DMS units to generate early cash flow and increased throughput from 2Mtpa to 2.7Mtpa:
o Modular DMS cash flow reduces mine build peak funding requirement; capex paid back prior to full completion of plant build; and
o DFS maintains low capital intensity of US$64/t of annualised throughput.
· Throughput increased by 35% following significant uplift in Ore Reserves to 25.6Mt @ 1.22% Li2O.
· Simple mineralogy enables simple flowsheet comprising integrated 3-stage crushing facility through conventional Dense Media Separation ("DMS") processing, producing 6% ("SC6") and 5.5% ("SC5.5") concentrate (approx. 50:50 ratio) at 10mm top size crush.
· Additional 4.7Mt of secondary product anticipated as by-product from DMS concentrator, with average grade of 1.16% Li2O.
· DFS incorporates Mineral Resource Estimate1 ("MRE") of 35.3Mt @ 1.25 Li2O and conservative LOM concentrate pricing of US$1,587/t, FOB Ghana Port.
· Project benefits from close proximity to operational infrastructure, low energy and water-intensity process flow sheet, proximity to potential off-takers and skilled Ghanaian workforce within surrounding communities; over 800 direct jobs to be created.
To read the full RNS click here
07:2130/06/2023