The Vox Markets Podcast

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 GB Group 03:10 Thruvision 11:30 Kooth 18:30 Goodwin 24:50 Tracsis 33:45 S4 Capital 42:35 Focusrite 48:35 Hunting 54:35 Hvivo 57:30 JD Sports 61:15 Trainline 65:25 Boku 69:15 McBride 74:45 Solid State 78:25 Sysgroup 83:25 Volex 85:35 Halfords 88:50 Marshalls

Watch on YouTube Shaires Holdings (AIM: SHR) CEO Vivek “Vick” Seth explains how the AIM-quoted company secured exposure to seven of the world’s most closely watched private technology businesses, including Anthropic, Stripe and ByteDance. He discusses its distinctive share-exchange model, why Shaires chose London, how the portfolio will be valued and the company’s plans to expand to around 15 holdings. #AI #SHR

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks: 00:00 Equity outlook & consumer stocks 05:00 Gym Group 11:40 Avingtrans 20:35 Volex 26:40 Eagle Eye 29:40 Tracsis 34:10 Fonix 40:15 AB Dynamics 48:55 Yougov 58:50 Restore 1:02:05 Cohort 1:06:20 SRT Marine 1:12:00 AEP Plantations 1:18:20 James Latham 1:21:40 Springfield Properties 1:24:10 Optima Health 1:30:05 Favourite stock ideas for next 12 months. Volex & Yougov #GYM #AVG #VLX #EYE #TRCS #FNX #ABDP #YOU #RST #CHRT #SRT #AEP #LTHM #SPR #OPT

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas. 00:00 Thruvision 03:00 CML Microsystems 06:40 Tracsis 11:20 GB Group 20:00 Cohort 23:30 Alternative Income REIT 26:25 TheWorks and Kelso 30:50 Michael Page 38:45 Likewise 44:20 Microlise 50:50 Corero Network Solutions 55:20 Intercede 57:50 EKF Diagnostics 1:01:40 Zotefoams 1:03:30 Severfield 1:06:15 Jet2 1:09:55 LSL Property Services 1:10:55 PCI-Pal 1:12:50 Nichols 1:17:55 Vistry

Watch on YouTube It's been a strong week for Harena Rare Earths First, the company was mentioned in President Trump's White House briefing, following a big conference on critical minerals. Then, the next day, it was granted its Mining Terms and Conditions by the Madagascar government. This means the company is now in a strong position to move ahead with plans for a pilot plant at its Ampasindava project. Ivan Murphy, Harena's executive chairman, joins Vox to tell us more. #HREE #Mining

Watch on YouTube ECR Minerals has completed a fundraising designed to help it accelerate the production process at Maddens. It could now be weeks rather than months before the underground portion of the Maddens gold mine in Australia goes into production, and ECR is keen to hurry the process along as fast as possible. To that end it has completed a modest raise at a fairly mild discount, as the work continues. The company's executive chairman Nick Tulloch joins Vox to explain the thinking behind the raise, and to tell us what happens next.

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Bodycote 09:00 Easyjet 11:50 Harworth 13:25 Genel energy & Pharos Energy 18:30 DFS Furniture 21:35 Craneware 25:50 Whitbread and Kingfisher 26:30 NIOX & AB Dynamics 28:30 CT Automotive 34:15 Cerillion 41:15 Goodwin 45:15 Accsys Technologies 49:40 Restore 53:05 S4 Capital 57:00 Headlam 61:15 Videndum 65:15 Oxford Biomedica 71:30 Devolver Digital 75:45 House builders and Travis Perkins 79:00 OSB 83:25 Stelrad #BOY #EZJ #HWG #GENL #PHAR #DFS #CRW #WTB #KGF #NIOX #ABDP #CER #GDWN #AXS #RST #SFOR #HEAD #VID #OXB #DEVO #TPK #OSB #SRAD

Watch on YouTube Prospex Energy CEO Tom Reynolds discusses growing cash generation at Selva Malvezzi, the sharp improvement at El Romeral and the potential of the company’s newly awarded Polish licences. He also outlines the key permitting, development and partnership milestones investors should watch over the next 12 months. #PXEN #Oil #Gas

Watch on YouTube Cavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust’s discounted valuation, concentrated banking exposure, Vietnam’s emerging-market upgrade and whether further redemptions could undermine the opportunity.

Watch on YouTube Great Southern Copper released financial results recently, in which it outlined the significant progress made on its projects in Chile during the year. Post period end the work has continued, and the company is now gearing up for a fourth phase of drilling that will move it closer to establishing a maiden resource. The targets are big, the grades so far are good, and Great Southern's ground is highly prospective. Chief executive Sam Garrett joins Vox to tell us more.

Pinnacle Silver & Gold has been delineating new zones of mineralisation at the El Potrero project in Mexico, after preparations for an ongoing underground drilling campaign uncovered new areas of the old mine that were previously unknown. Systematic sampling of these areas has shown continuity of mineralisation and added considerably to Pinnacle's confidence in the prospectivity and potential viability of the whole system. Drilling is ongoing, with the potential for a production decision by the end of the year. Chief executive Bob Archer joins Vox to tell us more

Quantum Data Energy CEO Pieter Krügel discusses record performance at Pyebridge, the forthcoming completion of Hindlip and Bordesley, and the Company’s partnership-led funding model. He also explains how QDE plans to address the rapidly growing power demands of AI datacentres. #datacenter #Power #AI #QDE

Watch on YouTube MedPal AI CEO Jason Drummond discusses the Group’s rapid rise to an £8.6 million annualised revenue run rate, record NHS prescription volumes and the strong launch of New Health. He also explains how cross-selling across the Group’s three recurring revenue streams could support its next phase of growth

Watch on Youtube In this week’s live smallcap show, I discussed my latest thoughts on 23 stock ideas. Unfortunately though my partner in crime Paul Scott couldn’t join, albeit service will resume as normal next week (ie 12noon Fri 7th Aug) 00:00 Pinewood Tech 04:50 System1 & Brave Bison 09:55 Vanquis 14:45 Likewise 16:55 Optima Health 18:50 AB Dynamics 22:40 Lords Group Trading 26:55 Gear4Music 30:00 Supreme 33:15 PCI-Pal 35:00 Mondi 36:20 Wilmington 39:30 Alfa Financial 45:30 Tracsis 51:50 Porvair 54:15 Greggs 56:15 Sage 58:20 MONY 60:35 GB Group 64:00 Nichols 66:05 AOTI 69:10 Tristel 75:15 Journeo #PINE #SYS1 #VANQ #LIKE #OPT #ABDP #LORD #G4M #SUP #PCIP #MNDI #WIL #ALFA #PRV #GRG #TRCS #SGE #MONY #GBG #NICL #AOTI#TSTL #JNEO

Watch on Youtube: https://www.youtube.com/watch?v=l0SYUjeQwZE Find out more about this Pre IPO Investment Opportunity: https://invest.laivagold.com/?SQF_LEAD_SOURCE=vx Laiva Gold is getting set to restart operations at a major gold project in Finland. Plant and permits are already in place, drilling is ongoing, and a pre-IPO financing round is happening now. The plan is to list the company in September, and move towards gold production within about a year's time. How big is the project? Well, there's already a million ounces known about, but previous drilling ended in ore. The project is likely to get bigger, and an expansion of the plant capacity is on the cards. General manager Jim Jackson and financier Jeremy Gray join Vox to tell us more. #Gold #mining #IPO

Watch on YouTube Rift Helium #RIFT continues to make progress on its Rukwa project in Tanzania, where an environmental impact assessment is ongoing and likely to be completed soon. Once the official certificate is in, Rift will then commence a seismic survey, and the thinking is that that will be in the current quarter. Rift's chief executive Charlie FitzRoy joins Vox to tell us how it's all looking, what the drilling plans are, and to talk about how Rukwa sits in the context of the wider helium market.

Watch on YouTube In this investing masterclass, accomplished UK fund manager Abby Glennie of Aberdeen Investments walks me through her view of the markets and latest thoughts on 14 stocks (see below). Unfortunately though after 44 minutes, my sound strangely stopped being heard at Abby’s end - so the interview had to be cut early. 00:00 Equity outlook. 02:15 Mitie 03:30 Rotork 05:20 Auction Technology 07:25 Applied Nutrition 11:40 Computacenter 13:35 Softcat 14:20 How to pick software stocks in the new AI world 17:00 Alfa Financial 19:30 Craneware 25:25 GB Group 28:15 Atalaya Mining Copper 31:50 Pan African Resources 34:00 Capital Ltd 38:25 Ashtead Technology 42:55 Hunting

EDX Medical founder Professor Sir Chris Evans discusses the company’s growing portfolio of cancer and precision-diagnostic tests, including the newly launched BC95 bowel-cancer service and its employee health-screening opportunity covering 14,000 people.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 25 stock ideas. 00:00 Any buys or sells this week? Shorted Nasdaq100. Sells: Gateley, Craneware & SThree. 08:35 Purchases: Eagle Eye, Whitbread and Kingfisher 14:35 Mitie 18:15 Segro 21:15 Fonix 24:45 Eleco 30:05 Craneware 32:20 Yu Group 34:20 Mortgage Advice Bureau 39:40 hVivo 46:30 Hardide 50:40 Videndum 55:50 Reach 58:50 Smiths News 62:30 JD Wetherspoon 65:20 Itaconix 66:55 SRT Marine Systems 70:20 James Halstead 74:10 Morgan Sindall 79:25 Dotdigital 76:35 TT Electronics 81:55 Bloomsbury Publishing

Getech CEO Chris Jepps discusses the company’s landmark €1m+ European Commission natural hydrogen contract, one of the largest in its history, alongside recent momentum in FY26 trading and new super-major oil and gas client wins.