Episodes

  • 1965: The Exchange with Paul Scott

    1965: The Exchange with Paul Scott
    Oct 3 2024
    In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies
    Show more Show less
    1 hr and 36 mins
  • 1964: Q&A with Mpac Group CEO Adam Holland

    1964: Q&A with Mpac Group CEO Adam Holland
    Oct 2 2024
    Watch on YouTube

    In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago.

    Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/cost synergies and how the transactions are being funded.

    Disclosure: MPAC is a Vox Markets client.
    Show more Show less
    17 mins
  • 1963: Q&A with Venture Life CEO Jerry Randall and CFO Danny Wells

    1963: Q&A with Venture Life CEO Jerry Randall and CFO Danny Wells
    Sep 30 2024
    Watch on YouTube

    In this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including:

    00:00 What the company does, its key USPs and current demand picture
    06:00 Financial highlights, improving gross margins and strong cash generation
    10:45 M&A, efficiency and new product development opportunities
    16:00 Outlook and longer term vision

    #VLG is a Vox Markets client.
    Show more Show less
    20 mins
  • 1962: The Exchange with Judith Mackenzie of Downing

    1962: The Exchange with Judith Mackenzie of Downing
    Sep 27 2024
    In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:

    00:00 Her approach to investing & outlook for UK equities
    08:45 Eagle Eye Solutions
    12:50 1Spatial
    15:45 EKF Diagnostics & Argentex
    17:20 Tracsis
    23:05 Fonix Mobile
    27:50 Cohort
    30:10 Learning points from 2 past losses
    34:00 Avingtrans
    39:45 Equals
    42:15 hVIVO
    48:10 H&T
    52:15 What to do when shares drop on good news
    53:20 How to identify value traps
    55:05 Facilities by ADF
    58:40 Flowtech Fluidpower
    1:00:05 Kitwave
    1:02:40 Synectics
    1:05:00 Current share most excited about, recent sales & final key messages

    #EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX
    Show more Show less
    1 hr and 7 mins
  • 1962: Lord Ashbourne Analyses Metals One's Potential at Black Schist and Rana in Global Commodities Market

    1962: Lord Ashbourne Analyses Metals One's Potential at Black Schist and Rana in Global Commodities Market
    Sep 27 2024
    Lord Ashbourne, analyst with Edison, talks about his recent research note on
    Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.
    Show more Show less
    19 mins
  • 1961: Interview with CleanTech Lithium's Chairman, Steve Kesler

    1961: Interview with CleanTech Lithium's Chairman, Steve Kesler
    Sep 27 2024
    CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader context in which the company is operating in.
    Show more Show less
    15 mins
  • 1960: Interview with CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners

    1960: Interview with CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners
    Sep 25 2024
    In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including:

    00:00 What the company does, its USPs & key growth drivers
    09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world
    17:40 Financial highlights
    30:30 Contingency plans for Beirut office
    35:55 Future newsflow, lifting the stock's REG-S status & key summary messages

    Disclosure: Fadel Partners is a Vox Markets client
    Show more Show less
    41 mins
  • 1959: Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King

    1959: Q&A with Avingtrans CEO, Steve McQuillan & CFO Stephen King
    Sep 25 2024
    In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take me through today’s in line FY’24 results and exciting outlook – including:

    00:00 What Avingtrans does, its successful ‘PIE’ strategy & rationale for consolidating the engineering businesses under one roof (AES).
    05:35 FY’24 financial highlights
    11:30 Current demand across the engineering division
    18:00 Integration of Slack & Parr, and potential AES value catalysts
    22:40 Status of commercialising Adaptix & Magnetica, alongside longer term options for realising value in the medical division
    31:35 YTD’25 outlook and revenue cover
    Show more Show less
    35 mins