Episodios

  • 2236: The Exchange with Ken Wotton of Gresham House

    2236: The Exchange with Ken Wotton of Gresham House
    Nov 10 2025
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    In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following:

    00:00 Equity outlook
    04:30 Activeops
    09:00 Pinewood Technologies
    12:00 Tribal
    16:25 Netcall
    21:50 Franchise Brands
    25:25 MPAC
    28:20 Capita
    32:40 Iomart
    37:30 Nichols
    40:05 Spire Healthcare
    43:45 IXICO
    46:35 Kooth
    52:20 Fintel
    55:15 MHA
    59:30 Favourite stock idea for next 12 months. Brooks MacDonald
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    1 h y 4 m
  • 2235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?

    2235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?
    Nov 10 2025
    MedPal AI #MPAL has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.
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    11 m
  • 2234: Tony Manini and Darryn McClelland on Asiamet's $105m deal

    2234: Tony Manini and Darryn McClelland on Asiamet's $105m deal
    Nov 7 2025
    Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders
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    21 m
  • 2233: Small-cap Investing with Paul Hill and Paul Scott

    2233: Small-cap Investing with Paul Hill and Paul Scott
    Nov 5 2025
    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

    00:00 Recent buys/sells. Spectra Systems, Shield Therapeutics and Beeks Financial
    02:45 Treatt
    08:05 Brave Bison / M&C Saatchi
    11:55 TT Electronics
    16:25 Audioboom
    20:45 Unite Group / Empiric Student Property
    26:05 Next 15
    29:10 Water Intelligence
    36:45 Zotefoams
    43:10 Focusrite
    46:55 Trainline
    50:50 Anpario
    53:55 Smiths News
    57:45 Why are so many smallcaps drifting down on no news?
    59:35 Spire Healthcare
    62:00 One Health Group
    64:45 TP ICAP
    68:00 Ceres Power
    72:35 Kromek

    #SPSY #STX #BKS #TET #BBSN #SAA #TTG #BOOM #UTG #ESP #NFG #WATR #ZTF #TUNE #TRN #SNWS #ANP #SPI #OHGR #TCAP #KMK #CWR
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    1 h y 18 m
  • 2232: Interview with Exec Chairman, Patrick Desouza of Water Intelligence and CEO, Will Knell of American Leak Detection

    2232: Interview with Exec Chairman, Patrick Desouza of Water Intelligence and CEO, Will Knell of American Leak Detection
    Nov 5 2025
    In this interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s strong Q3’YTD results, positive outlook and increasing momentum.

    00:00 Key growth drivers, profit margin expansion and ongoing momentum.
    07:30 Progress wrt rolling out both the Dallas template, new products/services and customer feedback.
    16:10 Outlook & closing remarks.
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    24 m
  • 2231: Amazing AI - Is This the Future of Fintech Treasury?

    2231: Amazing AI - Is This the Future of Fintech Treasury?
    Nov 5 2025
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    Amazing AI plc (AQSE: #AAI), a global fintech firm known for its online lending and AI-driven financial services, has made its first move into digital assets with a small Bitcoin purchase through its Mauritius subsidiary. Dubbed “Digital Asset Treasury 3.0”, the strategy aims to build a diversified crypto portfolio including Ethereum, XRP, Solana, and possibly a gold-backed token by the end of 2025. While starting cautiously, the company signals bigger ambitions
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    12 m
  • 2230: Focusrite Is Back – Profits DOUBLE as New Gear Ignites Sales!

    2230: Focusrite Is Back – Profits DOUBLE as New Gear Ignites Sales!
    Nov 4 2025
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    Focusrite #TUNE has delivered 6.6% revenue growth and a near doubling of operating profit in its 12-month interim results, driven by strong performance in Content Creation and robust gross margins. CEO Tim Carroll and CFO Sally McKone discuss product momentum from Scarlett and Sequential, stabilising trends in Audio Reproduction, and how investment in innovation and supply chain flexibility is positioning the group for long-term growth.
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    13 m
  • 2229: Harena to boost US exposure with imminent OTC listing

    2229: Harena to boost US exposure with imminent OTC listing
    Nov 3 2025
    Harena Rare Earths released full year results the other day, showcasing the company's robust financial and operational position in its first major set of financials since listing earlier in the year. The company continues to boost its profile in the US, ahead of major updates on the ground due from its Ampasindava rare earths project in Madagascar. Executive chairman Ivan Murphy joins Vox to give us an update on all the latest developments
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    6 m