Episodios

  • 2083: Small-cap Investing with Paul Hill and Paul Scott

    2083: Small-cap Investing with Paul Hill and Paul Scott
    Apr 24 2025
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    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts stock 21 ideas.

    00:00 Argentex & how to survive a lightning strike?
    11:05 Tracsis
    14:25 RWS
    18:00 Somero Enterprises
    22:10 Which UK firms might benefit from sky high US tariffs for Chinese goods?
    23:20 Watches of Switzerland
    25:40 Brickability, Ibstock, Forterra & Michelmersh Brick
    29:25 Paypoint
    32:25 4Imprint
    34:30 Hollywood Bowl
    37:20 Celebrus Technologies
    40:55 Activeops
    42:50 AOTI inc (REG-S)
    45:40 Next 15
    48:35 System1
    51:15 MP Evans
    53:15 Renold
    56:55 Severfield
    58:45 GB Group
    62:20 Warpaint

    #AGFX #TRCS #RWS #SOM #WOSG #BRCK #IBST #FORT #MBH #PAY #BOWL #CLBS #AOM #AOTI #NFC #SYS1 #MPE #RNO #SFR #GBG #W7L
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    1 h y 7 m
  • 2082: Q&A with CEO James Hickman and CFO Judy Happe of Finseta

    2082: Q&A with CEO James Hickman and CFO Judy Happe of Finseta
    Apr 23 2025
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    In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s record FY’24 results, strong start to 2025 and long term expansion strategy.
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    17 m
  • 2081: Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter

    2081: Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter
    Apr 22 2025
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    The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.
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    56 m
  • 2080: Small-cap Investing with Paul Hill and Paul Scott

    2080: Small-cap Investing with Paul Hill and Paul Scott
    Apr 17 2025
    Happy Easter and hope everyone enjoys this week’s smallcap investing show with UK equity analyst & capital markets commentator Paul Scott, who kindly took me through his latest thoughts on 18 stock ideas.

    00:00 Any recent buys or sell?
    02:20 Bunzl
    08:45 Oxford Instruments
    12:30 Cerillion
    16:20 Vp
    18:05 Speedy Hire and HSS
    22:10 Audioboom
    25:35 MHA
    29:00 Mercia Asset Management
    32:50 Yougov
    36:15 Serabi Gold
    41:00 Kooth
    46:00 NIOX Group
    52:50 Dunelm
    53:25 Hunting
    56:55 James Latham
    58:00 Renishaw
    60:30 WISE


    #BNZL #OXIG #CER #VP #SDY #HSS #BOOM #MHA #MERC #YOU #SRB #KOO #NIOX #DNLM #HTG #LTHM #RSW #WISE
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    1 h y 8 m
  • 2079: Q&A with United Oil and Gas CEO, Brian Larkin

    2079: Q&A with United Oil and Gas CEO, Brian Larkin
    Apr 17 2025
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    United Oil and Gas has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and is looking to make an announcement on that soon. Brian Larkin, United's chief executive and founder, joins Vox to tell us more.
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    13 m
  • 2078: Q&A with IXICO CEO Bram Goorden

    2078: Q&A with IXICO CEO Bram Goorden
    Apr 16 2025
    Watch on YouTube

    In this fascinating interview, CEO Bram Goorden of

    IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook.
    Disclosure: I own shares in IXICO, who is also a Vox Markets client.
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    9 m
  • 2077: The Exchange with Judith Mackenzie of Downing

    2077: The Exchange with Judith Mackenzie of Downing
    Apr 14 2025
    In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.
    00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.
    09:30 Cohort
    11:20 Avingtrans
    15:10 Inspecs
    17:40 Flowtech Fluidpower
    21:00 Ashtead Technology
    23:45 Liquidity in stocks with mrkcaps of <£50m
    26:20 Springfield Properties
    29:55 The Property Franchise Group
    34:15 Passive vs Active fund management
    38:15 Eagle Eye
    44:20 hVIVO
    49:15 Tracsis
    52:50 1Spatial
    56:10 Ramsdens and H&T (58:50)
    59:00 Hargreaves Services
    61:35 Frenkel Topping
    65:15 Kitwave Wholesale
    67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)
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    1 h y 11 m
  • 2076: Q&A with European Green Transition's non-executive chairman, Cathal Friel

    2076: Q&A with European Green Transition's non-executive chairman, Cathal Friel
    Apr 14 2025
    Serial entrepreneur and founder of European Green Transition Cathal Friel has joined its board as non-executive chairman. He joins us to tell us why, and what's next for the company
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    59 m
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