Episodios

  • 2278: Cadence expects cashflow from Azteca within six months

    2278: Cadence expects cashflow from Azteca within six months
    Jan 9 2026
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    Cadence Minerals has received a preliminary environmental licence in respect of its Amapa iron ore project in Brazil, encompassing both mining at Amapa and the re-commissioning of the Azteca processing plant. The next stage in permitting is for the Installation licence, and the process for acquiring this is already well underway. After that comes construction at Azteca, which is already funded, and then production, slated to begin by the end of June. Kiran Morzaria is Cadence's chief executive, and he joins Vox to tell us more.
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    17 m
  • 2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

    2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?
    Jan 8 2026

    In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.

    00:00 Outlook for 2026
    05:00 Auction Technology Group
    10:40 TT Electronics
    16:25 Hollywood Bowl
    21:40 City of London Investment Group
    23:20 Topps Tiles
    26:45 Restore
    32:55 RWS
    39:40 Greggs
    43:30 ITIM
    47:10 Cerillion
    51:50 accesso Technology
    55:05 Seeing Machines
    1:00:30 Quartix Technology and Microlise
    1:04:30 Videndum
    1:08:35 Gulf Marine Services
    1:21:30 MS International
    1:23:40 Cohort

    #ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT
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    2 P’s on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold.
    In this show you’ll find:

    • Live responses to audience questions
    • Discussion of UK-listed companies and market developments
    • Commentary on macro trends, wider markets, and current news

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    Follow us:
    X (Twitter): https://x.com/VOXmarkets
    LinkedIn: https://www.linkedin.com/company/vox-markets/
    TikTok: https://www.tiktok.com/@voxmarkets

    Listen to our podcast:
    Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869
    Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX

    Learn more: https://www.voxmarkets.com

    ------------------------------------------------------------

    THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW
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    1 h y 16 m
  • 2276: Huge gold opportunity in South Africa for Metals One: Dan Maling and John Byrne explain

    2276: Huge gold opportunity in South Africa for Metals One: Dan Maling and John Byrne explain
    Jan 6 2026
    Lions Bay Capital and Lions Bay Resources are emerging as the most significant component of Metals One's broad mining and commodities investment portfolio. Lions Bay's executive chairman John Byrne, and Metals One's managing director Dan Maling explain how the relationship developed, and what it will mean for Metals One. Lions Bay brings a big opportunity for significant value to be created in integrated gold production in South Africa, especially against the backdrop of the current sky-high gold price.
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    13 m
  • 2275: ECR Says First Gold Production Is Imminent

    2275: ECR Says First Gold Production Is Imminent
    Jan 6 2026
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    For ECR Minerals, 2026 will be all about gold production. At the Raglan alluvial project in Australia ECR already has all the plant and equipment in place and is now assembling the team that will press the "go" button for production. The aim is to be up and running before Easter, and with gold running so high, it's an excellent time to be doing so. Following on from Raglan will come the larger Blue Mountain project, also alluvial. ECR's chairman Nick Tulloch joins Vox with more details, as well as with updates on other projects in Queensland and Victoria.
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    15 m
  • 2274: Poolbeg Pharma: Delivering in 2025 and Positioning for a Breakout 2026

    2274: Poolbeg Pharma: Delivering in 2025 and Positioning for a Breakout 2026
    Dec 29 2025
    In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of the most pressing healthcare opportunities globally, and outlines the strengthened financial position supporting upcoming trials. Looking ahead, Jeremy explains what investors can expect in 2026, why he believes Poolbeg is strategically positioned for value-creation, and why now may be the right time for investors to pay close attention.
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    10 m
  • 2273: Rome Resources Targets Deeper Potential at Bisie North as New Drilling Campaign Begins

    2273: Rome Resources Targets Deeper Potential at Bisie North as New Drilling Campaign Begins
    Dec 23 2025
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    Rome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize still lies ahead.
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    8 m
  • 2272: Quantum Data Energy – Funding & Dilution Explained

    2272: Quantum Data Energy – Funding & Dilution Explained
    Dec 23 2025
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    This explainer video is designed to help retail investors better understand Quantum Data Energy’s funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice.

    The video breaks down complex concepts like prepaid and cash warrants, fully diluted share counts, and “non-dilutive” project-level funding in plain English, providing clarity on how capital has been raised and how value is intended to be created going forward.
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    25 m
  • 2271: Sproule says Quantum Helium has over 1.1bcf in Colorado

    2271: Sproule says Quantum Helium has over 1.1bcf in Colorado
    Dec 22 2025
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    Howard McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estimate (2U) basis. The company has also recently shot seismic, and will look to undertake drilling in 2026
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    10 m
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