The Vox Markets Podcast

By: Vox Markets Podcast
  • Summary

  • Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
    Vox Markets
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Episodes
  • 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 hr and 11 mins
  • 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 mins
  • 2075: Q&A with KEFI's Executive Chairman, Harry Anagnostaras-Adams
    Apr 11 2025
    KEFI Gold and Copper is on the cusp of initiating construction at the Tulu Kapi gold project in Ethiopia. A few final tweaks are being made to contracting arrangements, but site preparation is already underway, the security setup has been established and work resettling certain members of the local community has begun. The pit at Tulu Kapi was designed using a conservative gold price of US$1,250, so with the current gold price soaring away at over US$3,000 there's the opportunity for huge margin. Harry Anagnostaras-Adams, KEFI's executive chairman is here to tell us more.
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    29 mins
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