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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.
1756: New Year, New Bull Market?
New Year, New Bull Market?
Taking Stock Tuesday 2nd January 2024
Companies discussed on “Taking Stock” today:
07:30 Marks & Spencer #MKS
09:30 & 17:40 Time Finance #TIME
12:17 Angling Direct #ANG
14:35 Loungers #LGRS
15:45 Hvivo #HVO
18:20 LungLife AI #LLAI
21:45 Plexus Holdings #POS
26:00 Focusrite #TUNE
28:15 DG Innovate #DGI
28:25 Sareum #SAR
29:35 Elix Internationals #ELIX
31:07 Atlantic Lithium #ALL
33:40 Taylor Wimpey #TW.
36:00 Good Energy #GOOD
36:55 YouGov #YOU
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https://www.voxmarkets.co.uk/app
40:0302/01/2024
1755: Neil Herbert of Atlantic Lithium explains why he’s increased his stake and highlights what’s to come in 2024
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL explains why he’s increased his stake to 1.3% of the company, summarises their significant achievements in 2023 and highlights what’s to come in 2024.
About Atlantic Lithium
Atlantic Lithium is an AIM and ASX-listed lithium company advancing a portfolio of lithium projects in Ghana and Côte d'Ivoire through to production.
The Company's flagship project, the Ewoyaa Project in Ghana, is a significant lithium spodumene pegmatite discovery on track to become Ghana's first lithium-producing mine.
The Definitive Feasibility Study for the Project indicates the production of 3.6Mt of spodumene concentrate over a 12-year mine life, making it one of the top 10 largest spodumene concentrate mines in the world.
The Project, which was awarded a Mining Lease in October 2023, is being developed under a funding agreement with Piedmont Lithium Inc.
Atlantic Lithium holds 509km2 and 774km2 of tenure across Ghana and Côte d'Ivoire respectively, comprising significantly under-explored, highly prospective licences.
09:4229/12/2023
1754: Mark Epstein of Mobile Streams discusses their Final Results & Potential of Recent Partnership
Mark Epstein CEO of Mobile Streams #MOS discusses their Final Results and the potential of their recent partnership where they intend to create one of the largest Sports Media Groups in Mexico, by partnering with one of the largest media publishers in Mexico namely Capital Media Group, together with the co-owner of Necaxa football club, the co-owner of Atlante football club, the co-owners of Capital Media Group and the Neme business family which owns Alive Sports Entertainment, one of Mexico's biggest sports event businesses.
TO READ THE FULL RNS CLICK HERE
37:2028/12/2023
1753: Poolbeg Pharma year in review: deepening strength
Poolbeg Pharma #POLB CEO Jeremy Skillington talks to Vox Markets about a year which has seen the global pharma industry take a keen interest in the company's innovative AI-led approach.
12:3521/12/2023
1752: hVIVO year in review: bigger and better
Mo Khan, chief executive of hVIVO #HVO, talks to Vox Markets about the huge operational and financial progress the company made in 2023, and why that’s likely to continue into the new year as the group opens its new facility.
09:0721/12/2023
1751: Majestic Corporation Year in Review: driving the circular economy
In this interview Vox Markets talks to Peter Lai, chief executive of metals recycling specialist Majestic Corporation #MCJ, about how the company has navigated metal price volatility in 2023, and how it's gearing up to become a major player in EV battery metal recycling.
00:26 - Introduction to the business and what is does
01:15 - You are coming up to your year end, how has performance been this year?
02:03 - How are the US and UK interest rates impacting on metal prices at the moment?
03:36 - Are you re-stocking materials now in anticipation of a price increase in 2024?
04:30 - You are also involved in battery recycling, how important is the electric vehicle industry for Majestic and do you see this as a growing sector?
5:26 - Are you building any relationships with larger brands in the electric vehicle sector?
6:43 - I see that Majestic has recently joined the board of the British Metals Recycling Association, what can we expect from your involvement here?
7:57 - Moving into 2024, what can we expect to see from Majestic?
10:0820/12/2023
1750: Q&A: Poolbeg Pharma’s Jeremy Skillington on AI-led RSV breakthrough
(Watch the video interview HERE)
Jeremy Skillington, CEO of Poolbeg Pharma #POLB, talks Vox Markets through the latest positive results of its lab-based, AI led analysis of its RSV drug candidates
00:28 Details of the latest results of lab-based analysis of RSV drug candidates.
01:24 How this type of drug discovery offers cost and risk advantages over traditional forms of drug discovery.
2:41 The importance of the data quality offered by human challenge models in lab-base analysis.
4:35 The growing importance of AI in drug discovery, and how Poolbeg’s leading position should open up partnering opportunities with biopharma groups.
06:4820/12/2023
1748: Good Life+ Podcast: David Buik
David Buik interviewing Charlie Chadd, CEO of the newly listed entertainment company, Good Life+
16:5118/12/2023
1747: A Stock Screener for 2024
A Stock Screener for 2024
Taking Stock Friday 15th December 2023
Companies discussed on “Taking Stock” today:
02:45 Rolls Royce #RR.
03:45 Carnival #CCL
04:18 Marks & Spencers #MKS
05:00 AO World #AO.
06:43 & 26:15 Plexus #POS
09:15 Ondo InsurTech #ONDO
09:45 Cornerstone #CSFS
11:19 Hvivo #HVO
11:55 DG Innovate #DGI
13:38 Equipmake #EQIP
14:40 Rio Tinto #RIO
15:48 Metro Bank #MTRO
17:00 CMC Markets #CMCX
19:40 Videndum #VID
19:58 Facilities by ADF #ADF
21:30 Synthomer #SYNT
21:50 tinyBuild #TBLD
23:20 Horizonte Minerals #HZM
27:00 Burford Capital #BUR
28:42 Cizzle Biotechnology #CIZ
32:00 Frasers #FRAS
38:30 YouGov #YOU
39:53 GSK Plc #GSK
40:00 AstraZeneca #AZN
41:55 Silver Bullet Data Services #SBDS
45:00 Mercia Asset Management #MERC
45:50 Time Finance #TIME
46:00 Angling Direct #ANG
47:23 Virgin Wines #VINO
48:00 Naked Wines #WINE
51:30 Oxford Biodynamics #OBD
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
https://www.voxmarkets.co.uk/app
56:2615/12/2023
1747: Vox Markets Fund Manager Series: Laurence Hulse of Dowgate Wealth
(Watch the video interview HERE)
Laurence Hulse of Dowgate Wealth takes Vox Markets through 15 compelling stock ideas including:
00:00 Outlook for equities.
06:15 Premier Miton & Liontrust Asset management.
09:05 Angling Direct
16:35 JD Wetherspoon
19:20 Comptoir Libanais
24:40 Transense Technologies
33:45 MPAC
40:20 Speedy Hire
43:50 EKF Diagnostics
49:05 Springfield properties
53:45 Vistry
56:55 RBG / Rosenblatt
62:35 Trustpilot
66:35 Team17
69:55 Windward
01:22:4815/12/2023
1746: HOT STOCKS: Paul & Justin's Christmas Picks
HOT STOCKS: Paul & Justin's Christmas Picks
00:00 The road ahead for 2024
10:55 RWS Group 15:20 TP ICAP
18:35 UK dividend fund
21:40 Key balance sheet figures
24:25 Future
30:20 Silverbullet
34:35 Cornerstone FS
42:15 Good Energy
44:35 Avacta
50:55 Destiny Pharma plc
51:45 Polarean
56:00 How will the miners do in 2024?
58:55 Verici Dx
60:25 Belluscura
61:45 Roche
62:25 Pfizer
67:15 WATER INTELLIGENCE PLC
70:20 essensys
72:15 Intelligent Ultrasound
73:00 Sondrel
75:35 TruFin plc
Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
01:20:2215/12/2023
1745: The Banker Rally Starts Now!
The Banker Rally Starts Now!
Taking Stock Wedesday 13th December 2023
Companies discussed on “Taking Stock” today:
01:40 Ocado #OCDO
08:55 musicMagpie #MMAG
13:15 Future Plc #FUTR
17:00 Pfizer $PFE
22:38 Curry’s #CURY
24:50 AO World #AO.
26:30 Deliveroo #ROO
27:20 Aptamer Group #APTA
28:40 Ensilica #ENSI
32:45 Barclays #BARC
33:45 Impax Asset Management #IPX
34:10 Abrdn #ABDN
34:20 Hargreaves Lansdown #HL.
36:39 Allergy Therapeutics #AGY
40:30 Card Factory #CARD
41:20 Destiny Pharma #DEST
42:30 Good Energy #GOOD
46:10 Audioboom #BOOM
53:08 Silver Bullet Data Services #SBDS
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
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53:4714/12/2023
1744: 2024 will see a Recession fuelled Rally
2024 will see a Recession fuelled Rally
Taking Stock Wedesday 13th December 2023
Companies discussed on “Taking Stock” today:
01:30 05:05 McBride #MCB
07:40 & 10:30 Volution #FAN
07:55 & 12:40 Eneraqua #ETP
14:24 & 22:22 AJ Bell #AJB
15:00 Chemring #CHG
19:00 Essentially #ESSN
19:25 Hvivo #HVO
23:10 Avacta #AVCT
31:25 Greatland Gold #GGP
32:18 Bushveld #BMN
33:23 Power Metal Resources #POW
34:00 Revolution Beauty #REVB
35:00 Seeing Machines #SEE
38:05 Cohort #CHRT
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
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43:5413/12/2023
1743: Q&A with Avacta's CEO Alastair Smith
Following the release of important safety & efficacy data wrt Avacta's AVA6000 phase 1a clinical trial, I was delighted to catchup again with CEO Alastair Smith, who took me through the hugely significant news.
15:5413/12/2023
1742: Q&A: hVivo’s Mo Khan on the company’s latest mega-deal
(Watch the video interview HERE)
Mo Khan, chief executive of hVivo #HVO, tells Vox about a new £17m human challenge contract with an existing customer, and the progress the company’s made to deliver better than expected results this year.
0:41 Mo Khan explains the details of the latest human challenge contract, a £17m deal with an existing top 5 global pharma group to test its respiratory syncytial virus (“RSV”) antiviral drug candidate, to be delivered over 2024 and 2025.
2:35 How this multi multi-cohort trial differs from the more common drug-versus-placebo approach, allowing customers to assess dosing as well as efficacy by more closely mirroring real world disease progress and further derisk
5:32 A flavour of this year’s numbers and how operational efficiencies have driven Ebitda margins over 20%, of which further details will be provided in a fuller trading update in January.
08:1013/12/2023
1741: Bad News = Good News
Bad News = Good News
Taking Stock Tuesday 12th December 2023
Companies discussed on “Taking Stock” today:
00:25 & 05:00 Hargreaves Lansdown #HL.
01:10 & 11:05 Unilever #ULVR
05:00 AJ Bell #AJB
05:40 Standard Life Aberdeen #ABDN
07:50 Begbies Traynor #BEG
08:20 H&T #HAT
11:50 Future #FUTR
16:10 Yellow Cake #YCA
17:30 Cohort #CHRT
19:08 Jubilee Metals #JLP
23:20 Mobile Stream #MOS
24:14 Atlantic Lithium #ALL
25:00 Cleantech Lithium #CTL
27:00 Belluscura #BELL
27:35 Sosandar #SOS
28:40 Next #NXT
30:10 MS International #MSI
35:19 Image Scan Holdings #IGE
33:35 Headlam #HEAD
38:40 Solid State #SOLI
39:23 McBride #MCB
39:50 Good Energy #GOOD
41:40 RWS Holdings #RWS
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
https://www.voxmarkets.co.uk/app
44:2312/12/2023
1740: Vox Markets Fund Manager Series: Q&A with Amati Global Investors fund manager, Dr Paul Jourdan
(Watch the video interview HERE)
In this interview, Paul Jourdan of Amati Global takes Vox Markets through in detail 22 stock ideas including:
00:00 Outlook for equities.
03:40 Aurrigo International #AURR & difficulties raising finance
08:40 AB Dynamics #ABDP
10:55 Saietta #SED
16:50 Fadel Partners #FADL
19:40 Tracsis #TRCS
22:10 Yougov #YOU
26:35 Keywords Studios #KWS
31:20 GB Group #GBG
34:35 SRT Marine Systems #SRT
38:10 Pebble Group #PEBB
39:55 Learning Technologies Group #LTG
43:05 Craneware #CRW
46:35 Intelligent Ultrasound #IUG
48:40 Forex / international payments: Alpha International #ALPH & Equals #EQLS
56:10 Water Intelligence #WATR
59:35 Qinetiq #QQ
01:03:30 Housing market: Vistry #VTY & Brickability #BRCK
01:07:25 CVS Group #CVSG
01:10:10 XP Power #XPP
01:13:10 Volex #VLX
01:23:1311/12/2023
1739: Market Moving News
Market Moving News
Taking Stock Monday 11th December 2023
Companies discussed on “Taking Stock” today:
01:56 Saietta #SED
02:30 Poolbeg Pharma #POLB
02:20 Cornerstone #CSFS
03:41 Powerhouse Energy #PHE
03:50 Premier African Minerals #PREM
04:00 XP Factory #XPF
04:20 ITM Power #ITM
05:20 & 25:27 Hargreaves Lansdown #HL.
06:30 DG Innovate #DGI
07:45 Ilika #IKA
12:30 Good Energy #GOOD
13:00 LingLife AI #LLAI
15:08 Synectics #SNX
18:15 Begbies Traynor #BEG
21:13 & 27:49 & 29:55 Intelligent Ultrasound #IUG
23:30 Glencore #GLEN
24:30 Anglo American #AAL
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
https://www.voxmarkets.co.uk/app
35:3611/12/2023
1738: This is one chart you need to keep an eye on...
This is one chart you need to keep an eye on...
Taking Stock Friday 8th December 2023
Companies discussed on “Taking Stock” today:
07:45 Diageo #DGE
08:10 Burberry #BRBY
10:00 Focusrite #TUNE
10:10 & 19:15 Future Plc #FUTR
13:10 AstraZeneca #AZN
15:00 & 16:44 Belvoir #BLV
16:09 Motorpoint #MOTR
16:20 Vertu #VTU
18:20 Cohort #CHRT
19:00 LBG Media #LBG
20:00 Team17 #TM17
20:40 TinyBuild #TINY
21:20 Ingenta #ING
23:45 Pebble Group #PEBB
25:40 Rio Tinto #RIO
30:40 Eneraqua #ETP
33:30 Landore Resources #LND
34:05 Contango Holdings #CGO
34:35 eEnergy #EAAS
35:50 XP Factory #XPF
36:05 On The Beach #OTB
38:30 & 41:20 Vodafone #VOD
40:12 BT Group #BT.A
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
https://www.voxmarkets.co.uk/app
44:5008/12/2023
1737: Vox Markets Fund Manager Series: Gaurav Narain of the India Capital Growth Fund
(Watch the video interview HERE)
In this masterclass of investing, Gaurav Narain of River Global who runs the India Capital Growth fund takes Vox Markets through 15 stock ideas including:
00:00 Differences & attractions of investing in India
05:00 Secular growth drivers underpinning the economy
14:25 Outlook for Indian earnings & equities
21:20 ‘Buffett-esk’ investment criteria
24:20 Financial sector: Federal, IDFC & IndusInd banks
29:20 Consumer: Jyothy Laboratories, Emami, Kajaria Ceramics, CCL Products & Welspun India
44:05 Healthcare: Neuland Laboratories
48:10 Technology: Persistent Systems, Tech Mahindra & Dixon Technologies
54:55 Infrastructure & Industrialisation: PSP Projects, Skipper & Ramkrishna Forgings
01:05:5007/12/2023
1736: The One Quality you need to Make Money in the Stock Market
The One Quality you need to Make Money in the Stock Market
Taking Stock Thursday 7th December 2023
Companies discussed on “Taking Stock” today:
01:00 & 22:30 Future Plc #FUTR
09:50 Polarean Imaging #POLX
17:50 Shield Therapeutics #STX
22:00 Silver Bullet Data Services #SBDS
22:30 & 28:30 Vertu #VTY
23:00 Motorpoint #MOTR
26:15 Deliveroo #ROO
26:47 easyJet #EZJ
29:40 Games Workshop #GAW
33:45 Tui Plc #TUI
34:55 AJ Bell #AJB
37:20 Hargreaves Lansdown #HL.
39:43 Barratt Developments #BDEV
39:50 Taylor Wimpey #TW.
40:00 & 44:14 Persimmon #PSN
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
https://www.voxmarkets.co.uk/app
45:4307/12/2023
1735: Andrew Bell of Red Rock Resources: In a couple of months time we will be a transformed company
Andrew Bell, Chairman, of Red Rock Resources #RRR discusses operations and says in a couple of months time they will be a transformed company, be sitting on cash and generating revenue.
13:5607/12/2023
1734: Momentum: 5 Micro Cap Companies, with Revenue Growth, Trading at 3 Month Highs
Momentum: 5 Micro Cap Companies, with Revenue Growth, Trading at 3 Month Highs
Taking Stock Wednesday 6th December 2023
Companies discussed on “Taking Stock” today: 01:38 British American Tobacco #BATS 04:30 Silver Bullet Data Services #SBDS 06:20 Bushveld Minerals #BMN 07:52 Ilika #IKA 09:40 Mindflair #MFAI 09:41 Sure Valley Ventures #SURE 10:39 Oxford Metrics #OMG 11:10 Ten Entertainment #TEN 11:37 & 44:40 XP Factory #XPF 16:30 Redde Northgate #REDD 23:25 GS Technologies #GST 26:10 Belvoir #BLV 26:55 Essensys #ESYS 27:25 Skillcast #SKL 28:40 Intercede Group #IGP 30:00 Wentworth Resources #WEN 30:30 Serica Energy #SQZ 31:45 Power Metals Resources #POW 32:38 System1 #SYS1 35:04 Tui plc #TUI 36:15 Destiny Pharma #DEST 38:25 Geiger Counter #GCL 40:45 Taylor Wimpey #TW. 42:54 Supreme #SUP
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
51:5706/12/2023
1733: Nick Lee of Mindflair & Barry Downes of Sure Valley Ventures: An opportunity to own a piece of the AI Future
Nick Lee Director of Mindflair Follow #PIRI & Barry Downes Managing Partner Sure Valley Ventures Follow #SURE explain their strategy and intention to invest in multiple AI companies.
Nicholas Lee, Director of Mindflair, commented:
"We believe that our new name and website better reflect and highlight the current focus of the Company which provides listed equity investors with exposure to a portfolio of AI technology companies. In particular, Mindflair:
- Provides exposure to a portfolio of 19 companies through direct and indirect investments with a focus on AI which we are seeking to grow;
- Co-invests with leading investors including the British Business Bank and Enterprise Ireland;
- Provides public market investors with exposure to a private venture capital portfolio at a significant discount to NAV; and
- Has cost efficient access to leading sector experts in AI.
TO READ THE FULL RNS CLICK HERE
14:0506/12/2023
1732: If cash is King, then this small cap is British Royalty
If cash is King, then this small cap is British Royalty.
Taking Stock Tuesday 5th December 2023
Companies discussed on “Taking Stock” today: 02:50 & 19:59 BT Group #BT.A 04:30 Barratt Developments #BDEV 09:50 Oxford Metrics #OMG 12:29 Water Intelligence #WATR 15:57 & 20:25 Premier Miton #PMI 21:20 Fintel #FNTL 23:05 Diversified Energy #DEC 23:28 Valrix #VAL 24:10 Helium One Global #HE1 24:25 Gfinity #GFIN 24:40 On the Beach #OTB 27:15 SSP Group #SSP 28:20 TinyBuild #TINY 30:10 Team17 #TM17 31:55 Quiz Plc #QUIZ 34:53 Solid State #SOLI 36:25 CML Microsystems #CML 37:30 Gooch & Housego #GHH 39:50 Velocys #VLS 40:30 Marstons #MARS 46:15 Future #FUTR
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
47:0605/12/2023
1731: Q&A with Paul Scott of Stockopedia
(Watch the video interview HERE)
In this interview, 1st class investor Paul Scott of Stockopedia takes Vox Markets through:
00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023.
16:50 Plexus & portfolio position sizing
31:35 MS International
33:50 Spectra Systems
37:30 Equals
41:30 Record, Argentex & Cornerstone FS
45:50 General health of UK consumer & Cake Box
51:50 XP Factory & Revolution Bars
54:50 Supreme
61:35 Gresham Technologies
64:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms
73:35 Kier & adjusting for pension schemes
79:20 Renold
82:10 Zotefoams & top slicing winners
88:30 Fonix Mobile & general areas to avoid in 2024
01:37:3305/12/2023
1730: Bitcoin Vs Gold - which has more upside?
Bitcoin Vs Gold - which has more upside?
“Bitcoin & Gold is rallying but which has more upside?”
00:45
Taking Stock Monday 4th December 2023
Companies discussed on “Taking Stock” today:
06:00 & 14:59 Argo Blockchain #ARB
07:25 Quantum Blockchain #QBT
10:55 Thor Energy #THR
12:30 Golden Metals Resources #GMET
13:52 Avacta #AVCT
16:35 boohoo #BOO
17:25 Vast Resources #VAST
18:05 ITM Power #ITM
20:00 AFC Energy #AFC
29:15 Frasers Group #FRAS
30:44 Wise Plc #WISE
32:37 Cornerstone FS #CSFS
34:30 Deltex Medical #DEMG
38:10 XP Factory #XPF
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below:
https://www.voxmarkets.co.uk/app
45:2504/12/2023
1729: HOT STOCKS: Paul & Justin are bullish for 2024
HOT STOCKS: Paul & Justin are bullish for 2024
In today’s 1st Dec festive Hot Stocks show, Santa Justin Waite & myself of Vox markets run through 00:00 Where are equities heading in 2024? 11:45 Sondrel #SND Pfizer $PFE 14:50 James Halstead #JHD 17:15 Assetco #ASTO 20:10 Equals #EQLS 23:20 Supreme #SUP 26:25 Good Energy #GOOD 29:10 Destiny Pharma #DEST 29:35 Trufin #TRU 31:45 XP Factory #XPF 33:50 Silver Bullet Data Services #SBDS 36:20 Intelligent Ultrasound #IUG 38:35 GB Group #GBG 40:20 Stocks on the watch list 42:00 Ingenta #ING 43:35 Water Intelligence #WATR 47:00 Focusrite #TUNE Team17 #TM17 Future Group #FUTR 50:10 Motorpoint #MOTR
Download the FREE Vox Markets app and receive your RNS's via notification. For more info visit here: https://www.voxmarkets.co.uk/app
01:08:5701/12/2023
1728: This is why the market has, probably, bottomed
This is why the market has, probably, bottomed
Taking Stock Friday 1st December 2023
Companies discussed on “Taking Stock” today: 01:55 Barratt Developments #BDEV 02:00 Bellway #BWY 02:05 Redrow #RDW 02:10 Persimmon #PSN 02:15 Taylor Wimpey #TW. 03:40 Van Elle #VANL 07:15 Angling Direct #ANG 08:00 Good Energy #GOOD 08:20 Destiny Pharma #DEST 08:25 Molten Ventures #GROW 10:30 Marula Mining #MARU 11:00 Mind Gym #MIND 14:40 Crest Nicholson #CRST 15:50 Ceres Power #CWR 17:38 Ondo InsurTech #ONDO 19:35 Kooth #KOO 19:54 RUA Life Sciences #RUA 22:05 Sondrel #SND 24:40 H&T #HAT 26:00 Billington Holdings #BILN 27:15 Ramsden Holdings #RFX 27:57 Jet2 #JET2 29:30 Ingenta #ING 31:25 Everyman #EMAN 34:40 London Stock Exchange Group #LSEG 36:05 Agronomics #ANIC 36:25 NetScientific #NSCI
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
43:0501/12/2023
1727: Is this company a good recovery play?
Is this company a good recovery play?
Taking Stock Thursday 30th November 2023
Companies discussed on “Taking Stock” today: 02:50 & 08:25 Dr Martens #DOCS 04:50 Ashtead Technology #AT. 09:15 Cizzle Biotechnology #CIZ 11:10 XP Factory #XPF 13:25 Team17 #TM17 17:35 Empire Metals #EEE 17:40 Kelso Group #KLSO 18:20 Baron Oil #BOIL 18:45 Greatland Gold #GGP 19:12 Atlantic Lithium #ALL 19:30 Poolbeg Pharma #POLB 20:00 Zoo Digital #ZOO 26:20 ME Group #MEGP 33:14 & 33:57 AssetCo #ASTO 33:15 Ashmore #ASHM 33:20 Bridgepoint #BPT 33:25 Brooks MacDonald #BRK 33:30 Man Group #EMG 33:35 3i Group #III 33:40 Premier Miton #PMI 33:45 Jupiter Fund Management #JUP 33:50 Polar Capital #POLR 33:55 Schroders #SDRR 39:35 Serabi Gold #SRB 45:30 JD Wetherspoon #JDW
Download the FREE Vox Markets app, and receive RNS's via notification, by clicking the link below: https://www.voxmarkets.co.uk/app
46:1730/11/2023
1726: Macro Investing Masterclass, with Chris Watling & Patrick Armstrong
(Watch the video interview HERE)
In this Xmas edition of Macro Investing Masterclass, Chris Watling (CEO Longview Economics) & Patrick Armstrong (CIO Plurimi Wealth) run through their 2024 predictions wr:
00:00 Global economy, inflation & interest rates
09:55 China
13:00 Stock markets, profit margins & corporate earnings
20:25 Are cheap UK & European equities value plays & value traps
25:15 Fixed income & bonds
28:00 Money Supply
31:40 Key risks, favourite investment ideas & which sectors to avoid
43:2130/11/2023
1725: Neil Herbert of Atlantic Lithium: Longest pegmatite interval intersected in drilling programme this year
Neil Herbert, Executive Chairman of Atlantic Lithium Follow #ALL discusses results from their recent drilling campaign where they have intercepted the longest pegmatite interval this year. This intercept is outside of the current Mineral Resource Estimate at the Company's flagship Ewoyaa Lithium Project, which means it could significantly increase the potential for a resource upgrade.
Highlights
- Multiple broad intervals of visible spodumene reported in drilling outside of the current MRE1, significantly increasing the potential for a resource upgrade.
- Longest reported continuous pegmatite interval in the 2023 drilling programme to date of 106m in hole GRC1020 from 6m at the Dog-Leg extension target on the northern tip of the Ewoyaa Main deposit.
- Visible coarse-grained spodumene fragment intervals reported at shallow depths in holes:
· GRC1017: 51m interval of 25-30% visual estimated spodumene modal abundance from 83m
· GRC1020: 74m interval of 20-25% visual estimated spodumene modal abundance from 39m and a 41m interval of 20-25% visual estimated spodumene modal abundance from 137m
· GRC1021: 24m interval of 15-25% visual estimated spodumene modal abundance from 93m
- Coarse-grained, P1-type spodumene pegmatite is preferred for the Dense Media Separation ("DMS") process flowsheet considered in the Definitive Feasibility Study for the Project (refer announcement of 29 June 2023).
- Resource drilling ongoing; completion of the enhanced 26,500m planned programme (refer announcement of 7 November 2023) targeted for Q2 2024.
(TO READ THE ENTIRE RNS CLICK HERE)
06:1230/11/2023
1724: Lessons from Munger
Lessons from Munger
Taking Stock Wednesday 29th November 2023
Companies discussed on “Taking Stock” today: 11:00 & 19:08 Ocado #OCDO 11:10 JD Sports Fashion #JD. 13:05 Empire Metals #EEE 14:00 Metals One #MET1 15:05 & 18:43 Silver Bullet Data Services #SBDS 16:40 Ethernity #ENET 17:30 Tintra #TNT 17:55 Real Good Food #RGD 19:30 Mosman Oil & Gas #MSMN 19:45 Equals #EQLS 21:05 & 35:00 Halfords #HFD 22:54 Motorpoint #MOTR 28:50 Verditek #VDTK 31:30 LifeSafe Holdings #LIFS 34:14 Distribution Finance #DFCH 37:50 Greatland Gold #GGP 38:50 Pan African Resources #PAF 39:24 Kodal Minerals #KOD
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44:2029/11/2023
1723: Jonathan Owen of Metals One: Drilling to start next to Europe's largest operating nickel mine
Jonathan Owen, CEO of Metals One #MET1 discusses how drilling is about to commence at their Black Schist Project, which is located next to Europe's largest operating nickel mine. Jonathan also explains why the company has formally submitted six new licence applications and reservations in both the Rautavaara and Paltamo project areas which constitute the Black Schist Project.
Highlights
Metals One #MET1, which is advancing battery metal projects at brownfield sites in Finland and Norway, announces that the Finnish Safety and Chemicals Agency ("Tukes") has granted the Company an extension to its Rauta 9-11 licence at the Black Schist Project (nickel, copper, cobalt, zinc).
Metals One now has the right to prospect on all land within the licence for an additional three years until November 2026, and the Company will next week commence a ~1,600m diamond drilling programme at an extension to the Rautavaara S "R1" target in the Rauta 9-11 licence area (referred to by the Company as the "R1 Hook").
The licence extension was granted following extensive landowner and community consultation, as well as an inspection of the Company's proposed exploration programme, and will enable Metals One to focus on significantly increasing the Black Schist Project's existing Inferred Mineral Resource of 28.1 Mt of Talvivaara-type mineralised material at a grade of 0.19% Ni (53,800t), 0.10% Cu (27,900t), 0.01% Co (3,400t) and 0.38% Zn (180,000t).
TO READ THE FULL RNS CLICK HERE
09:3629/11/2023
1722: If Winners keep Winning - who are today's Winners?
If Winners keep Winning - who are today's Winners?
Taking Stock Tuesday 28th November 2023
Companies discussed on “Taking Stock” today:
03:00 Next #NXT
04:23 & 06:00 09:20 Rolls Royce #RR.
08:25 Good Energy #GOOD
10:17 B. P. Marsh #BPM
10:58 Journeo #JNEO
13:00 Upland Resources #UPL
13:26 Atlantic lithium #ALL
15:05 & 16:15 easyJet #EZJ
15:55 Metro Bank #MTRO
16:30 DP Eurasia #DPEU
17:20 Rightmove #RMV
17:35 OnTheMarket #OTMP
18:10 Crimson Tide #TIDE
19:10 Supreme #SUP
21:45 Focusrite #TUNE
26:30 Hochschild #HOC
27:12 Hummingbird Resources #HUM
27:53 Shield Therapeutics #STX
28:30 Venture Life #VLG
29:19 Kinovo #KINO
31:25 Marlowe #MRL
32:50 Warpaint #W7L
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40:0428/11/2023
1721: Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith
(Watch video interview HERE)
After releasing record H1 results today alongside upgrading FY'24 guidance. CEO Sandy Chadha and CFO Suzanne Smith of Supreme (SUP) explain what's been driving the terrific top & bottom performance.
15:5028/11/2023
1720: 4 Small Profitable Companies Crossing their 200 Day Moving Average
4 Small Profitable Companies Crossing their 200 Day Moving Average
Taking Stock Monday 27th November 2023
Companies discussed on “Taking Stock” today:
00:34 & 03:55 Creightons #CRL 03:00 Hemogenyx Pharmaceuticals #HEMO 06:00 Scirocco Energy #SCIR 06:26 Frontier Developments #FDEV 09:55 Team17 #TM17 11:30 Vodafone #VOD 13:30 Empire Metals #EEE 14:17 Andrada Mining #ATM 14:45 Horizonte Minerals #HZM 16:13 Valereum #VLRM 16:27 Gfinity #GFIN 17:13 Bluestar Capital #BLU 19:28 Metals Exploration #MTL 20:42 Polarean Imaging #POLX 21:06 Revolution Beauty #REVB 21:53 Busveld Minerals #BMN 21:05 Powerhouse Energy #PHE 22:30 East Star Resources #EST 22:50 Concurrent Technologies #CNC 25:30 Gately #GTLY 26:20 Water Intelligence #WATR 27:20 Volvere #VLE 27:50 Epwin #EPWN 30:45 ITM Power #ITM
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38:5027/11/2023
1719: When does the Santa Rally usually start?
When does the Santa Rally usually start?
Taking Stock on Friday 24th November 2023
Companies discussed on “Taking Stock” today: 00:40 & 25:20 Ten Lifestyle #TENG 05:45 XP Power #XPP 05:50 Videndum #VID 06:00 SigmaRoc #SRC 07:30 BSF Enterprise #BSFA 07:50 Aurrigo #AURR 10:25 Team17 #TM17 16:25 & 42:20 Diageo #DGE 17:06 Harland & Wolff #HARL 17:53 Legal & General #LGEN 18:49 Ilika #IKA 24:52 Totally #TLY 29:30 Future Plc #FUTR 40:30 Dr. Martens #DOCS 41:20 Unilever #ULVR
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44:0424/11/2023
1718: Q&A with Oncimmune CEO, Martin Gouldstone
(Watch the video interview HERE)
In this interview, CEO Martin Gouldstone of Oncimmune (ONC) - a global leader in immune biomarkers and immunodiagnostics – takes Vox Markets through:
00:00 His first impressions of the business & how ONC's services are used in the field.
07:00 Revised commercial strategy
17:45 Current health of the sector
21:20 Size of the addressable market
28:55 Roadmap & timelines ahead
36:2324/11/2023
1717: 5 Bargain Shares?
5 Bargain Shares?
Taking Stock on Thursday 23rd November 2023
Companies discussed on “Taking Stock” today: 03:20 National Grid #NG. 04:12 31:05 Motorpoint #MOTR 05:15 Cambridge Nutritional Sciences #CNSL 06:45 Intelligent Ultrasound #IUG 08:20 Wildcast Petroleum #WCAT 08:40 & 10:27 Jersey Oil & Gas #JOG 09:38 United Oil & Gas #UOG 10:40 & 22:00 Serica Energy #SQZ 11:10 Jet2 #JET2 11:50 Cleantech Lithium #CTL 15:20 & 23:50 Polarean Imaging #POLX 17:35 & 24:35 Kooth #KOO 21:05 Centrica #CNA 22:10 Jarvis Securities #JIM 22:30 IG Group #IGG 23:00 Arbuthnot Banking #ARBB 25:14 Oxford Biodynamics #OBD 26:40 Hellenic Dynamics #HELD 27:05 Novacyt #NCYT 30:40 Dispensa #DISP 33:28 Vertu #VTU 36:05 Totally #TLY 37:50 VP Plc #VP.
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45:1523/11/2023
1716: Vox Markets Fund Manager Series: James Sym of River & Mercantile
In this interview, European fund manager James Sym of River & Mercantile takes Vox Markets through 19 stocks ideas.
00:00 Outlook for equities
05:45 Novo Nordisk
11:25 Roche
14:50 Sanofi
16:15 ASML Holdings
18:15 BE Semiconductor
24:30 Air Liquide
27:00Metso
33:50 Sensirion
38:50 Airbus
43:20 Stellantis & Renault
49:45 FMCG stocks: Nestle & Carlsberg
53:55 Luxury sector: LVMH, EssilorLuxottica, Swatch & Rémy Cointreau
59:40 Banks: UBS & Swedbank
66:55 What investors should avoid doing
01:14:4022/11/2023
1715: Neil Herbert of Atlantic Lithium: We are advancing on multiple work streams at the Ewoyaa Lithium Project
Neil Herbert Executive Chairman of Atlantic Lithium #ALL discusses the multiple work streams that are advancing in the development of the Ewoyaa Lithium Project, where they are targeting the commencement of construction in late 2024 and initial production in early 2025.
Highlights
- Bulk Customer Permit awarded in respect of the electricity requirements of the Company's Ewoyaa Lithium Project, expected to deliver a 30-50% overall power cost reduction for the Project.
- Key contracts on the critical path for the Project progressing, including:
· Advanced discussions ongoing for the award of the Engineering, Procurement, Construction and Management ("EPCM") contract for the main processing plant and all non-processing infrastructure;
· Tender stage underway to appoint a mining contractor and for the procurement of the modular Dense Media Separation ("DMS") unit, respectively;
· Tender stage to commence imminently for the procurement of the mobile crusher to feed the modular DMS unit; and
· Award of the contract to divert the transmission lines crossing the Project site expected in Q2 2024.
- Completion of the Flotation Scoping Study; results confirm the viability of the inclusion of a downstream flotation circuit at Ewoyaa for future value addition.
- Maiden feldspar Mineral Resource Estimate expected in Q4 2023; in line with the Feldspar Study underway to evaluate the viability of the production of feldspar as a by-product of spodumene production at the Project.
- Work underway with Engineering Procurement and Construction firm Mincore to assess the potential to establish a downstream lithium conversion plant in Ghana, as agreed under the terms of the grant of the Mining Lease for the Project.
- Appointment of three General Managers, including General Manager, Operations, as the Company steps up recruitment to strengthen its leadership team, with a focus on mine build and operating experience, as it transitions from explorer and developer to producer.
(TO READ THE FULL RNS CLICK HERE)
07:4422/11/2023
1714: Are UK Small Caps about to get a Boost?
Are UK Small Caps about to get a Boost?
Taking Stock Tuesday 21st November 2023
Companies discussed on “Taking Stock” today: 04:35 & 10:05 & 19:00 XP Factory #XPF 06:25 Quantum Blockchain #QBT 07:50 & 23:35 Silver Bullet Data #SBDS 09:25 Ashtead Technology #AT. 11:10 & 13:20 Intercede #IGP 11:58 Asos #ASC 13:00 Warpaint #W7L 19:20 Angling Direct #ANG 20:00 Trufin #TRU 21:05 Poolbeg Pharma #POLB 22:27 Fintel #FNTL 23:20 Wildcat Petroleum #WCAT 23:45 Good Energy #GOOD 24:43 Ilika #IKA 25:26 UK Oil & Gas #UKOG 26:45 Serica Energy #SQZ 27:10 Avon Protection #AVON 29:50 Calnex Solutions #CLX 31:37 RUA Life Sciences #RUA 31:45 Videndum #VID 33:43 Braemar Shipping #BMS 34:35 Light Science Technologies #LST 36:05 AssetCo #ASTO
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40:1021/11/2023
1713: Vox Markets Fund Manager Series: Richard Staveley of Rockwood Strategic
In this interview, Richard Staveley of Rockwood Strategic (RKW) takes Vox Markets through in detail 12 compelling stock ideas including:
00:00 Outlook for equities.
09:30 Pressure Technologies #PRES
18:15 Argentex #AGFX
26:50 James Fisher #FSJ
40:50 RM #RM.
47:50 Galliford Try #GFRD
54:25 Van Elle Holdings #VANL
59:35 STV Group #STVG)
01:07:30 M&C Saatchi #SAA
01:16:10 Centaur Media #CAU
01:27:00 Hostmore #MORE
01:36:35 Filtronic #FTC
01:48:35 Restore #RST
01:59:40 What to avoid
02:10:2021/11/2023
1712: Fintel Q&A: Building the perfect platform through smart M&A
In this interview Vox speaks to Fintel’s #FNTL joint CEO Matt Timmins about a busy year on the M&A front as the group continues its mission to build a single unified technology and data platform to help the retail financial services industry deliver improved customer outcomes.
0:40 Discusses the recent acquisition of Vouched For and AKG, the latest of four acquisitions completed this year.
1:38 The rationale behind Fintel’s buy-and-build strategy to build a one stop shop to support financial advisers with technology and data.
4:55 What’s behind Fintel’s success in M&A, including financial firepower, a clear strategy, and finding companies with unique offerings that share Fintel’s culture of winning by providing the best experience to customers.
8:45 How difficult markets has increased number of acquisition opportunities at realistic valuations.
9:31 How improving customer outcomes underpins all of Fintel’s strategy and M&A plans
10:45 Managing the integration of acquired businesses, and how every deal is approached on a case-by-case basis.
13:35 What’s coming up on the M&A front, and the types of businesses Fintel continues to look to acquire
19:2721/11/2023
1711: Do you have a favourite stock?
Do you have a favourite stock?
Taking Stock Monday 20th November 2023
Companies discussed on “Taking Stock” today: 01:00 Ashtead #AHT 01:35 Unilever #ULVR 01:40 & 16:29 Legal & General #LGEN 01:45 National Grid #NG. 01:50 Time Finance #TIME 02:18 & 13:15 Ocado #OCDO 02:28 & 09:22 Agronomics #ANIC 04:48 Ilika #IKA 07:20 Thruvision #THRU 10:25 Helium One #HE1 13:30 Ondo InsurTech #ONDO 15:15 Velocys #VLS 16:10 & 19:00 Bushveld Minerals #BMN 16:50 Time Finance #TIME 17:25 musicMagpie #MMAG 20:50 Hotel Chocolat #HOTC 21:30 Technology Minerals #TM1 24:05 Oriole Resources #ORR 24:30 RUA Life Sciences #RUA 25:25 Mercia Asset Management #MERC 29:40 Good Energy #GOOD 30:40 Tui Plc #TUI
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38:2520/11/2023
1710: There maybe trouble ahead...
There maybe trouble ahead...
Taking Stock Friday 17th November 2023
Companies discussed on “Taking Stock” today: 15:35 Card Factory #CARD 16:10 BP Marsh #BPM 17:57 Anpario #ANP 17:55 Light Science Technologies Holdings #LST 18:00 Ocean Harvest Technology #OHT 18:05 Eden Research #EDEN 18:15 Plant Health Care #PHC 18:28 Intelligent Ultrasound #IUG 20:00 Metals One #MET1 20:24 AMTE Power #AMTE 23:00 & 31:05 Silver Bullet Data Services #SBDS 23:20 Chill Brands #CHLL 24:20 Valereum #VLRM 31:43 & 34:52 AFC Energy #AFC 33:55 Team17 #TM17 37:40 Jersey Oil & Gas #JOG 39:05 Gresham Technologies #GHT 39:45 Real Good Food #RGD 42:20 Destiny Pharma #DEST 43:05 Mitchells & Butlers #MAB 47:24 Oxford Biodynamics #OBD 48:30 LungLife AI #LLAI 49:25 & 51:40 Premier Miton #PMI
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53:4017/11/2023
1709: HOT STOCKS: Paul & Justin discuss company's & charts!
HOT STOCKS: Paul & Justin discuss company's & charts! In today’s fast paced stock picking fest, sharp eyed investor Justin Waite & myself of Vox Markets run through...
00:00 Why the markets have reached an inflection point
05:20 Verici Dx
14:45 Gleeson Homes
18:25 Venture Life Group plc
25:30 PayPal
26:55 GBG Plc
28:45 Avingtrans
31:45 Destiny Pharma plc
36:40 Good Energy
37:30 IXICO
43:15 Saietta Electric Drive
46:10 Favourite UK dividend stocks: iShares dividend UCITS, Legal & General and TP ICAP
50:10 Undervalued smallcaps.
49:45 Silver Bullet Systems
55:05 AssetCo plc with significant upside 61:00 Argentex Group PLC
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01:05:5516/11/2023
1708: Neil Herbert of Atlantic Lithium: Why we rejected a bid at a 65% premium to the share price
Neil Herbert, Executive Chairman of Atlantic Lithium #ALL explains why they rejected a bid for the company from their biggest shareholder, Assore, which was at a 65% premium to the share price.
Highlights
Atlantic Lithium, the African-focused lithium exploration and development company targeting to deliver Ghana's first lithium mine, announces that on 7 November 2023, the Company's major shareholder Assore International Holdings Limited presented a conditional and non-binding offer to acquire all of the shares in the Company that it does not already own, pursuant to a scheme of arrangement, at an offer price of £0.33 per share (A$0.63).
(To read the full RNS click here)
10:5516/11/2023
1707: Q&A with Verici DX CEO Sara Barrington
(Watch video interview HERE)
In this interview CEO Sara Barrington of Verici DX #VRCI - a developer of advanced clinical diagnostics for organ transplant - takes Vox Markets through yesterday's potentially transformational licensing & commercialisation agreement with life sciences giant Thermo Fisher Scientific. Explaining how the relationship will work, the companies' long term vision and importantly what each party brings to this hugely significant deal.
20:1916/11/2023