Episodes

  • 2080: Small-cap Investing with Paul Hill and Paul Scott

    2080: Small-cap Investing with Paul Hill and Paul Scott
    Apr 17 2025
    Happy Easter and hope everyone enjoys this week’s smallcap investing show with UK equity analyst & capital markets commentator Paul Scott, who kindly took me through his latest thoughts on 18 stock ideas.

    00:00 Any recent buys or sell?
    02:20 Bunzl
    08:45 Oxford Instruments
    12:30 Cerillion
    16:20 Vp
    18:05 Speedy Hire and HSS
    22:10 Audioboom
    25:35 MHA
    29:00 Mercia Asset Management
    32:50 Yougov
    36:15 Serabi Gold
    41:00 Kooth
    46:00 NIOX Group
    52:50 Dunelm
    53:25 Hunting
    56:55 James Latham
    58:00 Renishaw
    60:30 WISE


    #BNZL #OXIG #CER #VP #SDY #HSS #BOOM #MHA #MERC #YOU #SRB #KOO #NIOX #DNLM #HTG #LTHM #RSW #WISE
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    1 hr and 8 mins
  • 2079: Q&A with United Oil and Gas CEO, Brian Larkin

    2079: Q&A with United Oil and Gas CEO, Brian Larkin
    Apr 17 2025
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    United Oil and Gas has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and is looking to make an announcement on that soon. Brian Larkin, United's chief executive and founder, joins Vox to tell us more.
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    13 mins
  • 2078: Q&A with IXICO CEO Bram Goorden

    2078: Q&A with IXICO CEO Bram Goorden
    Apr 16 2025
    Watch on YouTube

    In this fascinating interview, CEO Bram Goorden of

    IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook.
    Disclosure: I own shares in IXICO, who is also a Vox Markets client.
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    9 mins
  • 2077: The Exchange with Judith Mackenzie of Downing

    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

    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

    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
  • 2074: Small-cap Investing with Paul Hill and Paul Scott

    2074: Small-cap Investing with Paul Hill and Paul Scott
    Apr 10 2025
    Watch on YouTube

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

    00:00 Key learnings from Trump’s trade tariff volatility
    07:25 Treatt
    18:15 Churchill China
    23:00 JD Sports
    27:40 Ramsdens
    30:40 Gooch & Housego
    34:55 Everplay (formerly Team17)
    37:25 THG (ie TheHutGroup)
    41:05 Oxford Biomedica
    44:25 hVivo
    47:35 Gulf Marine Servies
    51:30 Cavendish
    54:0 Intercede
    54:45 Flowtech Fluidpower
    57:25 Calnex Solutions
    1:01:45 CML Microsystems
    1:05:45 Xaar
    1:06:45 Quartix Tech
    1:08:05 Epwin
    1:11:30 Oxford Metrics
    1:13:45 XPP
    1:15:55 ITV

    #TET #CHH #JD. #RFX #GHH #EVPL #THG #OXB #HVO #GMS #CAV #IGP
    #FLO #CLX #CML #XAR #QTX #EPWN #OMG #XPP #ITV
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    1 hr and 19 mins
  • 2073: Q&A with hVIVO CEO, Mo Khan

    2073: Q&A with hVIVO CEO, Mo Khan
    Apr 10 2025
    Watch on YouTube

    In a recent interview with Vox Markets, Mo Khan, CEO of hVIVO #HVO, discussed the company's record-breaking performance in 2024 and its strategic outlook for 2025.
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    15 mins
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