Episodios

  • 2343: 2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?
    Mar 18 2026

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    In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

    00:00 Sectors potentially benefiting from the war in Iran
    02:45 Eleco
    06:55 CAB Payments
    10:45 System1
    13:50 M&C Saatchi
    17:10 Trustpilot
    20:20 Close Brothers
    23:45 TP ICAP
    26:40 Funding Circle
    33:45 Vistry
    37:45 Victrex
    43:30 Intercede
    49:25 Beeks Financial
    53:25 Fonix
    57:20 Tribal
    1:00:45 Spire Healthcare and UK M&A activity
    1:06:45 ITV
    1:10:45 JD Sports
    1:15:25 Intuitive Investments
    1:22:00 Zotefoams
    1:24:50 Somero Enterprises
    1:26:50 Eagle Eye

    #ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE

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    1 h y 33 m
  • 2342: Pinnacle Discovers Silver, Lead and Zinc at El Potrer
    Mar 17 2026

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    Pinnacle Silver & Gold #PINN recently flew a LiDAR survey over its El Potrero project in Mexico with a view to identifying additional prospective areas. To date, the focus has been on old silver and gold workings to the north of the landholding. But following on from the LiDAR survey, Pinnacle has now identified significant silver, lead and zinc mineralisation further south. This type of mineralisation was previously unknown on El Potrero, and will now be the subject of follow-up work, including potential drilling in due course. Pinnacle's chief executive Bob Archer joins Vox to tell us more.

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    9 m
  • 2341: Q&A with Water Intelligence
    Mar 17 2026

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    In this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s positive 2025 trading update, outlook and momentum.

    00:00 Key growth drivers and accelerating momentum.
    10:30 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.
    19:20 Outlook, anticipated "exponential sales growth" & closing remarks.

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    24 m
  • 2340: Shearwater delivers 37% Revenue Growth
    Mar 17 2026

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    Shearwater Group #SWG has reported interim results showing 31% revenue growth to £14.0m, driven by strong performance in its Services division and a number of significant contract wins with telecoms, financial services and government customers.

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    9 m
  • 2339: The Exchange with Stuart Widdowson of Odyssean Capital
    Mar 16 2026

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    In this fascinating interview, accomplished UK fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:

    00:00 Outlook for equities
    02:10 Spire Healthcare
    05:05 James Fisher
    11:55 Gooch & Housego
    15:35 NCC
    19:35 Auction Tech Group
    24:15 Genus
    28:45 Dialight
    32:05 XP Power
    35:20 Flowtech Fluidpower
    38:35 Coats
    41:45 Wilmington
    45:00 Odyssean Investment Trust
    47:30 Stock idea for the next 5 years. Essentra

    #SPI #FSJ #GHH #NCC #ATG #GNS #DIA #XPP #FLO #COA #WIL #OIT #ESNT
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    LinkedIn: https://www.linkedin.com/company/vox-markets/
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    Listen to our podcast:
    Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869
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    Learn more: https://www.voxmarkets.com

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    52 m
  • 2338: Harena moves to acquire US rare earths assets
    Mar 16 2026
    Harena Rare Earths has signed an exclusivity agreement in regard to a suite of US rare earths and uranium assets in San Bernadino County, California. This part of California is well-known for mining, and the assets in question are not far away from the US's only producing rare earths mine, owned by MP Materials and well-supported by the US government. Harena will now enter into a due diligence period in regard to the assets, which executive chairman Ivan Murphy estimates will take a couple of months. He joins Vox to tell us more
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    7 m
  • 2337: Prospex's New CEO Gets Busy
    Mar 12 2026

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    Tom Reynolds has been chief executive of Prospex Energy for around a month, and since he took up the role there's been plenty going on. In this video Tom talks us through his plans, as outlined in a recent letter to shareholders. The company will continue to press ahead with its European gas and electricity assets in what's lately become a very favourable pricing environment. Tom also talks about how Prospex sits financially, and outlines his broader vision for the company.

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    12 m
  • 2336: European Green Transition Raises £7.5m to Support Wind Turbine Services Growth
    Mar 12 2026

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    European Green Transition discusses its recently announced £7.5 million fundraise, which was significantly oversubscribed and completed close to the market price. The funds will support the development of its recently acquired wind turbine operations and maintenance business and help drive future growth in the renewable energy services sector

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    3 m