Watch the Live show on YouTube In today's edition of Taking Stock we look at results from a variety of companies including ASOS, Winkworth and Saga, plus a range of other trading updates. Equals also received an extension to its timetable for ongoing takeover talks. 1:35 #EQLS 4:25 #ATG 6:45 #PRV 8:15 #MORE 12:45 #ARS 13:45 #ASC 23:10 #WINK 33:10 #SAGA 46:20 #DLAR 48:50 #SPEC

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability.  Originally Published on  28.03.24 Link to Podcasts: https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

In this interview, esteemed investor and fund manager James Taylor of M&G Investments takes me through 16 stock ideas including: 00:00 Equity outlook 03:15 Alphawave IP 06:45 Hill & Smith 09:55 Synthomer 14:40 Avon Protection 18:20 Premier Foods 21:10 STV Group 24:45 Watkin Jones 30:00 LSL Property Services 32:25 M&C Saatchi 36:45 888 Holdings 42:25 Gaming Realms 46:15 Videndum 50:10 Trufin 54:15 Team17 57:40 Ascential 1:01:00 Tatton Asset management 1:05:05 When to sell?

On today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including: 00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks. 06:20 Rightmove & Moneysupermarket Group 09:45 Hunting 13:25 Rio Tinto 17:35 RWS Group 22:05 Speedy Hire  27:00 TI Fluid Systems 30:10 PayPoint plc  33:30 Mears 36:15 iomart 39:50 S&U 43:55 Chemring 47:10 TP ICAP 51:50 IG Group 55:20 Avacta 57:55 Supermarket Income REIT 63:55 TI Fluid Systems – follow up question 64:50 Venture Life Group plc 69:00 Ocean Wilsons Holdings Ltd 73:05 LungLife AI Disclosure : I own #IOM, whilst #VLG, #AVCT & #LLAI are Vox Markets clients

Watch on YouTube In this interview, Paul Pagano CEO of Lunglife AI #LLAI takes me through last week's in line FY'23 results & the commercialisation of LungLB, alongside March's £1.8m top-up fund raise and business' possible future strategic

In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas. 00:00 Equity outlook 08:40 Netcall 14:25 Cerillion 19:10 Tracsis 23:10 Auction Technology 30:00 Advanced Medical Solutions 35:05 CVS Group 40:30 Porvair 43:20 Johnson Service Group 48:55 Calnex Solutions 53:05 Bloomsbury Publishing 58:30 Macfarlane 62:40 RWS Holdings 66:45 Restore 70:50 Victoria Plumbing 74:25 When to sell?

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI.  All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only. Originally Published on  04.04.24 Link to Podcasts: https://www.finalto.com/uk/overleveraged/

Watch on YouTube Aiden Lavelle and Jack Kelly, co-founders of European Green Transition (EGT), celebrated their company's successful IPO on the London Stock Exchange after raising £6.45 million. They discussed their backgrounds, the decision to list in London, and EGT's contribution to Europe's green economy

Alastair Ford interviews Neil Herbert, executive chairman of Atlantic Lithium, about his recent share purchases and the company's progress.

Originally published: 21.03.24 In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets?  All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

Watch on YouTube In this interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes Vox Markets through today's in line 20243 results & positive outlook for 2024.

Watch on YouTube After another record year for human challenge specialist Hvivo, chief executive Mo Khan talks us through the building blocks he’s putting in place to take the company to its longer-term target of £100m of sales by 2028. 0:30 Highlights of 2023 results, including record revenues and profitability, and Ebitda margins ahead of guidance. 1:30 Headwinds from MHRA review delays offset by client funding for new Canary Wharf facility. 2:20 What’s driving strong cash generation, and plans for regular shareholder returns. 3:40 Progress at the new Canary Wharf facility and government backing for a life science hub in the area. 6:40 How 2024 is shaping up, and how an increasingly diversified client base is improving resilience. 8:42 How the business is going to reach its longer term £200m sales target, including more human challenge models and M&A. 10:20 The value of recent attendance of the World Vaccine Congress Washington.

On today's Exchange, I was delighted again to speak to accomplished investor & expert stock picker Richard Crow (alias Cockney Rebel) – including: 00:35 Richard’s investment approach & how his portfolio fared in Q1’24. 07:15 Marks & Spencer 11:55 Rolls Royce 14:20 Outlook for Electric Vehicles 17:40 Dowlais 20:45 TI Fluid Systems 23:25 MPAC 28:20 Johnson Matthey 31:25 Greencore 37:30 Journeo 41:40 Treatt 46:55 CMC Markets 50:30 CML Microsystems 54:40 Yu Group 1:03:20 Tribal Group 1:09:35 Avon Protection 1:13:45 Belluscura Lastly, many apologies for the failed transmission of this morning’s 9.30am show. Unfortunately there was a technical issue with the live YouTube feed. That said we did manage to answer a few questions which had been submitted beforehand. Disclosure : #MPAC & #BELL are Vox Markets clients. #MKS #RR. #DWL #TIFS #MPAC #JMAT #GNC #JNEO #TET #CMCX #CML #YU. #TRB #AVON #BELL

Watch on YouTube In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including: 00:00 Her outlook for equities & smallcap liquidity. 08:25 Tristel 14:20 EKF Diagnostics 17:35 Elementis 21:25 Intertek 22:55 Rotork 26:25 Buying best-in-class industry champions 31:05 Auto Trader 33:50 Rightmove 37:05 Games Workshop 40:00 4imprint 42:40 Diploma 47:55 How useful is a DCF analysis? 50:10 Alfa Financial 55:10 Aptitude Software 58:10 Dotdigital 60:40 Softcat 64:30 AJ Bell 67:30 When to sell?

Alastair Ford interviews Aldo Boitano, CEO of CleanTech Lithium, regarding their resubmission of CEOL applications for Chilean projects Laguna Verde and Francisco Basin

Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter?  In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it. In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Link to Podcasts: https://www.finalto.com/uk/overlevera... Published on 29.02.24 All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

On today's Easter stock picking fest, I was delighted to speak to accomplished investor John Hugham of Vox Markets – including: 00:00 His approach to investing. 03:25 New ‘free’ stock picking service 04:55 BT 11:00 Angling Direct 14:05 Michelmersh Brick 18:50 Why smallcaps aren’t leading the economy? 22:40 Ten Lifestyle 26:50 HAT 30:00 Managing portfolio construction 32:05 Speedy Hire 37:05 hVivo 42:00 Advanced Medical Solutions 45:55 Poolbeg Pharma 50:40 Norman Broadbent 53:05 Unilever 58:50 CAB Payments 63:55 Gaming Realms 66:45 Focusrite 71:55 Use of AI for stock picking 72:55 Water Intelligence 76:45 Facilities of ADF 81:00 Use of ChatGPT to analyse companies Disclosure : John holds #BT. #ANG #TENG, #HAT, #HVO, #POLB, #ULVR, #TUNE & #ADF, whilst I own #MBH & #WATR. #HVO & #POLB are also Vox Markets clients.

(Watch the video interview HERE) In this interview, 1st class fund manager Richard Penny of Crux Asset Management takes Vox Markets through: 00:00 his outlook for equites 05:00 1Spatial 08:05 Advanced ADVT 10:45 Pinewood Tech 13:45 FD Technologies 17:15 Kooth 20:00 Creo Medical 24:10 Incanthera 26:05 Arecor Therapeutics 29:20 BATM Advanced Comms 34:55 IQE 37:50 HostelWorld 40:15 Inspecs 43:45 XP Factory & health of the UK consumer 49:15 Zegona Communications 53:00 Beeks Financial Cloud 55:35 Made Tech 58:55 Reasons to be cheerful for smallcaps

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI? All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only. Originally Published on  08.02.24 Link to Podcasts: https://linktr.ee/overleveraged

On today's live ‘Exchange’, I was delighted to speak to accomplished investor & trader Michael Taylor of Shiftingshares.com – including: 00:00 His approach to investing & stock trading. 10:10 Gulf Keystone Petroleum 14:35 Serica Energy 17:35 Renold 20:15 MPAC 24:40 Tortilla Mexican Grill 29:00 Supreme 33:55 Accrol 35:05 Equals 38:55 Reach 40:35 Rank Group 45:45 PCI-Pal 52:50 Avacta 59:00 Argo Blockchain 62:40 Fresnillo Disclosure : I own Equals, whilst MPAC, Avacta, Supreme & Equals are Vox Markets

Vox Markets speaks to Ilian Iliev, CEO of deep tech and life science VC investor NetScientific, about the company's deep experience and unique approach to unlocking value from bleeding edge technologies.

Today, Alastair Ford interviews Neil Herbert from Atlantic Lithium, discussing recent announcements and the company's progress. Neil highlights milestones achieved and upcoming plans, including securing a mining lease agreement and investments from entities like the Minerals Investment Fund of Ghana. They delve into off-take agreements, emphasising the project's ability to navigate fluctuating lithium prices. Neil also touches on the strategic advantage of Ghana's location for shipping and the potential value of feldspar as a by-product. Looking ahead, they outline timelines for listing on the Ghana Stock Exchange, completing investments, and breaking ground on the project by year-end. 

Vox Markets speaks to Richard Harpham, chief executive of experiential leisure innovator XP Factory, about how a relentless focus on customer satisfaction and data-driven business optimisation, alongside a change in customers’ leisure habits, has led to a milestone moment profit for the Escape Hunt and Boom Battle Bar owner.

(Watch the video interview HERE) In this interview, fund manager Chris McVey of Octopus Investments takes me through his latest thoughts on the capital markets alongside highlighting 19 investment ideas. 00:00 Equity outlook 04:05 ActiveOps 06:35 Netcall 09:25 Iomart 11:55 Pinewood Technologies 14:40 Bloomsbury Publishing 18:00 STV Group 21:55 Keywords Studios 25:35 hVIVO 28:05 Advanced Medical Solutions 30:15 Nichols 33:55H&T 36:10 Trainline 38:25 Sanderson Designs 40:25 MJ Gleeson 44:15 Michelmersh Brick 46:30 Alumasc 48:50 Fintel 50:05 Frenkel Topping 52:45 Premier Miton 54:40 UK smallcap opportunity Disclosure : I own Activeops, Iomart and Michelmersh Brick, whilst hVivo and Fintel are Vox Markets clients

In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac Group take Vox Markets through today’s strong 2023 results, record bookings and positive outlook – including: 00:00 Current demand picture across the group’s core markets & key USPs. 07:15 Pricing environment and status of supply chain. 12:00 Financial highlights 15:20 Growth strategy, how the long term targets will be achieved & hypothetical valuation. 19:30 Clean energy opportunity 25:20 Dividend, 2024 revenue cover & pension 29:05 Anecdotal success factors 34:25 Future newsflow

On today's live ‘Exchange’ for Vox Markets, I was delighted to speak to accomplished investor & research analyst Neil Shah of Edison – including: 00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio. 08:35 Rolls-Royce 17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc 20:45 Smith+Nephew 25:55 Ashtead Group Plc 27:45 Softcat plc 32:05 When to trim or sell winners? 33:55 Judges Scientific Plc 37:05 iomart 42:40 Impax Asset Management 48:10 Diaceutics PLC 53:15 YouGov 58:55 How can investors best access equity research? 62:15 Cake Box 68:20 4imprint 74:45 Venture Life Group plc 78:20 Outlook for UK equities and M&A trend Disclosure : Paul Hill owns Iomart, whilst Venture Life is a Vox Markets client.

Jeremy Skillington and David Allmond of Poolbeg Pharma, discuss with David Buik about the company's journey, market position, and future prospects. They touch upon Poolbeg's establishment, market performance, recent developments, strategic focus on rare diseases, and utilisation of artificial intelligence in drug development. The conversation also delves into Poolbeg's unique offerings, such as its oral delivery programs and differentiation in the competitive landscape of biopharma.

Vox Markets talks to Good Life Plus #GDLF CEO Charlie Chadd on how he’s assembled a dream team to drive growth at the gaming company with a twist, and how additional investment will accelerate growth over 2024. 0:28 Reintroducing CEO Charlie Chadd and how Good Life Plus’s unique business model combines prize draws and member benefits. 2:41 Progress since the December Aquis IPO, including a major relaunch and securing financing from industry heavyweight Mark Blandford 3:46 How Good Life Plus is planning to deploy the recently raised £2m, including a focus on scaling up customer acquisition. 4:30 Discussing the depth of talent in the business, including the appointment of another big name in gaming David Craven as chairman. 7:01 The rationale behind incentivising key stakeholders with options in the company. 10:05 What’s in the pipeline for 2024?

In this  interview, accomplished fund manager Oliver Brown of RC Brown takes me through 20  fascinating stock ideas including: 00:00 His outlook for equities. 04:20 Avacta 09:00 Segro 13:00Fonix Mobile 16:10 Microlise 19:10 Team17 23:10 XP Power 26:05 Volex 28:00 Midwich 30:25 Strix 33:55 FRP Advisory 35:55 Marlowe 39:05 Johnson Service Group 41:45 Franchise Brands 44:50 Lords Group Trading 47:00 SigmaRoc 49:25 Springfield Properties 52:55 Animalcare 56:45 Supreme 1:00:20 Hollywood Bowl 1:04:35 Integrafin

On today's live ‘Exchange’ for Vox Markets, Paul Hill was delighted to speak to accomplished investor and ex-Schroders fund manager Iain Staples - covering: 00:00 His investment approach & recent M&A splurge 07:40 Equals Money 11:45 Renew Holdings plc 15:45 Mpac Group PLC 18:55 Anpario plc 21:05 hVIVO 25:55 Elecosoft 31:30 Tracsis PLC 36:35 FADEL 38:50 Warpaint Cosmetics 44:10 G&H Photonics 49:45 Ultimate Products 55:15 ME Group 59:10 Thruvision 64:25 XPS Pensions Group #EQLS #RNWH #MPAC #ANP #HVO #ELCO #TRCS #FADL #W7L #GHH #ULTP #MEGP #XPS Disclosure : I own Equals and Eleco, whilst Equals, Eleco, Fadel, hVivo & MPAC are Vox Markets clients.

In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm offering autoantibody profiling that is used to enable precision medicine within the Biopharma industry. 00:00 What the company does and the current demand picture within the Biopharma sector 09:15 recent contract wins and update on commercialisation strategy

Watch on YouTube In this in depth interview, accomplished fund manager Brendan Gulston of Gresham House takes Vox Markets through 20 fascinating stock ideas including: 00:00 His outlook for equities. 10:35 Iomart 14:45 Learning Technologies 18:05 Netcall 22:10 Pinewood Tech (formerly Pendragon) 27:40 Team17 31:00 Keywords Studios 36:15 Tribal Group 40:40 Trufin 46:05 TP ICAP 50:05 Argentex 54:20 Watkin Jones 58:30 Property Franchise Group 1:01:35 Schroders 1:03:25 Mattioli Woods 1:05:55 Angling Direct 1:09:20 Halfords 1:24:05 Moonpig 1:27:50 Moneysupermarket 1:21:10 Kooth 1:23:15 Spire Healthcare #IOM #LTG #NET #PINE #TM17 #KWS #TRB #TRU #TCAP #AGFX #WJG #TPFG #SDR #MTW #ANG #HFD #MOON #MONY #KOO #SPI

(Watch on YouTube) Vox Markets speaks to Chris von Jako, chief executive of Polarean #POLX, about the company’s five pillar strategy to drive uptake of its life saving lung imaging technology. 0:29 Chris von Jako describes the progress the company’s made on the regulatory and commercial front since he joined as CEO last June. 3:57 Discusses Chris’s 30 years of experience in overcoming the challenges of bringing new medical devices to market. 6:54 Details of the company’s XENOVIEW technology, and how it offers clinicians a unique and highly effective approach lung diagnostics. 11:14 Insurance support and other ways Polarean is planning to drive take up of the technology. 13:44 The importance of partnerships as a route to market, and progress identifying new partners alongside Phillips 15:13 Financing requirements for the five-pillar strategy and where it could take Polarean commercially.

(Watch Live stream HERE) 00:00 Roland's investment approach & key takeaways from recent trading updates 07:15 Avacta 11:20 Direct Line 15:15 Renishaw 21:40 Avingtrans 25:45 Renold 26:55 Costain 30:45 Vp Plc 34:50 Robert Walters 38:30 PZ Cussons & investing in emerging markets 47:35 Animalcare 51:50 Anpario 54:45 IG Group 57:50 Ultimate Products 61:05 Telecom Plus 65:40 ME Group 69:00 Impax Asset Management 73:25 Jupiter Fund Management 76:00 Premier Miton 78:45 Keywords Studios

Steve Kessler, executive chairman of green lithium specialist CleanTech Lithium, talks Vox Markets through its plans to deliver a more robust PFS and how this underpins future strategic discussions.

Watch on YouTube Vox Markets talks to Itaconix #ITX co-founder and chief executive John Shaw on what’s behind a year that’s seen the natural chemicals specialist deliver record revenues, and how the cost, performance, and safety advantages of its plant-based manufacturing ingredients are opening up multiple market opportunities. 0:30 Discusses the highlights and drivers of a year that saw Itaconix deliver record revenues 2:07 How the performance and cost advantages of the company’s itaconic-acid based ingredients are driving major growth across private label manufacturers in North America. 3:26 Signs of traction in the larger European market for dishwasher tablets, including interest from contract manufacturers to major retailers. 4:25 How the company’s production facility has headroom to meet significant growth opportunities, and the economies of scale behind the business. 6:07 New market opportunities, including multi-million-dollar leather, paint markets, and adult hygiene, and how that’s supported by last year’s fundraise. 9:18 The environment advantages of Itaconix’s natural products and their potential to change the industrial landscape. 11:25 The company’s plans for 2024 and the focus on becoming EBITDA profitable.

Watch on YouTube In this interview, CEO Steve McQuillan & CFO Stephen King of  Avingtrans #AVG take Vox Markets through today’s in line H1’24 results and positive outlook. 00:00 Demand picture across key markets. 06:05 H1'24 financial highlights & revenue cover. 14:10 Strategic rationale for creating the new Advanced Engineering Systems division 19:50 Opportunity in medical devices with Adaptix & Magnetica 27:50 Outlook

Watch on YouTube In this interview Paul Hill spoke to accomplished investor Paul Scott of Stockopedia about: 00:00 His successful stock picking strategy 03:30 Key takeaways from recent smallcap trading updates 09:40 Plexus 16:15 Renold 18:55 Zotefoams 22:55 Porvair 27:00 Luceco 30:15 Volex 36:55 Beeks Financial Cloud 43:15 Intercede 47:10 CMC Markets 51:05 H&T 57:45 Eurocell 1:02:10 Alumasc 1:06:50 Somero Enterprises 1:10:40 Gaming Realms 1:13:20 Wynnstay 1:20:00 ME group 1:23:00 Jet2 1:25:10 Dunelm 1:3:15 Bloomsbury Publishing

(Watch on YouTube) Vox Markets speaks to Jonathan Owen, CEO of Northern European explorer  Metals One #MET1, about how recent positive drilling results underpin the group’s strategy to develop one of Europe’s cleanest and cheapest battery metals resources and meet Europe’s politically driven need for domestic supply. 0:38 An update on recent drilling results at its flagship Black Schist Ni-Zn-Cu-Co project in Northern Finland. 3:26 The significance of the Talvivaara-style mineralisation at the project, and how it can create huge economies of scale in mining that would make it one of the cheapest and cleanest nickel producers in the world. 5:09 Where the recent drilling results take the strategy, including plans to expand the resource to c. 200Mt. 7:08 The background to the new prospectivity model and its objectives. 8:18 The political tailwinds driving demand for domestically produced battery metals for use in Europe.

(Watch the Video interview here) In today's live ‘Hot Stocks’ show for Vox Markets, Paul Hill speaks to accomplished investor Richard Crow (alias Cockney Rebel on social media) about: 00:00 Richard's investment approach 04:00 Key takeaways from recent trading updates 09:30 Rolls-Royce 16:30 Marks and Spencer 22:45 Mpac Group PLC 29:45 Avon Protection 42:00 REACT Group Plc. 43:35 Aurrigo International 49:00 Watches of Switzerland Group PLC 54:00 Ramsdens Financial Limited 59:00 Bloomsbury Publishing Plc 67:00 Kier Group 71:10 Elecosoft 75:45 Ashtead Technology 80:50 Lords Group Trading 84:20 Card Factory 88:20 Halfords 91:10 Sondrel 92:45 Equals Money

Dr Tom Oakley, founder and chief executive of digital diagnostics specialist Feedback plc, talks Vox through the company’s latest results, and how a recent Parliamentary report could prove the catalyst for much-needed investment into the NHS’s digital infrastructure. 0:28 Discusses the company’s latest results, and why NHS procurement cycles should see an acceleration of business in H2. 1:48 The significance of the All Party Parliamentary group report on Community Diagnostic Centres for Feedback’s Bleepa and CareLocker solutions. 5:27 Why the NHS could be at a tipping point for investment into digital solutions to reduce waiting lists and improve patient outcomes. 07:59 Discusses the company’s first contract in private healthcare, and how Feedback’s “pathway efficiency” are proving of interest to medical insurers. 10:34 The size of the market opportunity in the NHS and beyond. 11:46 Progress on opening up the opportunity in India, including the appointment of a dedicated country managing director and regulatory approval. 14:09 Opportunities in technology licensing.

In this in depth interview, accomplished fund manager Mark Niznik of Artemis takes Vox Markets through 19 stock ideas including: 00:35 His outlook for equities 04:20 Beeks Financial Cloud 09:50:10 RWS Holdings 15:40 Eckoh 17:50 Mears 2320 Henry Boot 28:35 Wilmington 35:40 FDM Group 41:25 GB Group 46:30 NCC 52:40 Secure Trust Bank 58:25 Vanquis Banking 61:45 H&T 66:00 Onthebeach 69:45 Hollywood Bowl 72:00 PZ Cussons 76:50 Alliance Pharma 80:25 RM 87:40 Videndum 91:55 LBG Media

000:00 Graham's investment approach 04:15 Macro update (re CPI, bond yields, interest rates & GDP) 13:20 Key takeaways from Q4'23 US earnings season 19:45 Water Intelligence 24:15 Argentex Group  28:15 Close Brothers 33:40 Cornerstone FS 39:45 Jarvis Securities 44:10 Maintel 50:25 Watches of Switzerland Group 56:25 Audience questions and Graham's personal holdings. Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.

(Watch the video interview HERE) Founder and CEO David Immelman of healthcare tech specialist  DXS International #DXSP talks to Vox Markets about how digitation is key to transforming NHS productivity, and the R&D the company is investing in to deliver it.

(Watch the video interview HERE) In this stock picking masterclass, contrarian fund manager Graham Campbell of River Global shares his thoughts on: 00:00 the outlook for equities and his 3 key investment themes 06:30 Schneider Electric 08:30 Rockwell Automation 10:40 Heidelberg Materials 13:55 Weinerberger 16:50 Saint Gobain 20:10 Caterpillar 22:40 Deere & Company 26:40 Novo Nordisk 30:00 Roche 33:00 AstraZeneca 35:35 Johnson Matthey 38:35 Glencore 40:00 Chevron 41:15 Intel 43:30 Dell Technologies 44:35 CISCO 46:10 HSBC 50:20 UBS 52:45 RELX 55:15 Interpublic #IPG #REL #UBSG #HSBA #CSCO #DELL #INTL #CVX #GLEN #JMAT #AZN #ROG #NOVOB #DE #CAT

In this interview professional investor & ex fund manager Graham Neary of Stockopedia takes Vox Markets through: 00:00 His outlook for equities 05:10 Cavendish Financial (merger of Cenkos & finncap) 07:35 Peel Hunt 10:15 Ashmore 13:15 Jupiter Fund Management 15:30 Mercia Asset Management 18:05 Polar Capital Holdings 20:05 CMC Markets 24:15 AG Barr 26:35 Nichols 23:05 H&T 34:15 Ramsdens 37:20 Mortgage Advice Bureau 40:40 Property Franchise Group / Belvoir 43:40 Henry Boot 46:15 Paypoint 50:50 Trustpilot 56:25 IG Design Group 58:55 ME group (formerly Photome) 61:45 Supreme 66:05 SThree #CAV #PEEL #ASHM #JUP #IGR.UP #MERC #POLR #CMCX #BAG #NICL #HAT #RFX #MAB1 #TPFG #BLV #BOOT #PAY #TRST  #MEGP #SUP #STEM

Vox Markets talks to John Peters, managing director of Strategic Minerals, about how the latest positive commercial developments at its Cobre magnetite mine in New Mexico have set the company up for a busy year.