Episodes
Vox Markets speaks to Ronny Breivik, executive chairman of B2B gaming platform provider B90, about how new marketing deals signed by key affiliate partner Oddsen.nu lay a solid foundation for significant global expansion ahead of a busy year on the sporting calendar.
Published 05/21/24
Vox Markets speaks to Hamish Harris, executive director of Aquis-listed spirits investor Rogue Baron, about the valuation potential indicated by recent third-party investment into its Shinju Japanese whisky subsidiary, why George Clooney means good news for its tequila assets, and how its strategy to focus on the ultra-premium spirits category could deliver major upside for investors.
Published 05/20/24
On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management
On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including:
00:00 His approach to investing & YTD performance
02:40 Why no exposure to UK banks?
04:15 Smith+Nephew
09:45 Haleon
14:00 Unilever
22:00 Hargreaves Lansdown
27:35...
Published 05/20/24
On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:
00:00 His approach to investing & YTD performance
07:30 Burberry
12:45 AO World
19:45 YouGov
23:20 Mpac Group
27:55 GlobalData Plc
33:30 Equals Money
35:25 Kainos
38:40 Softcat plc
42:00 Any other possible takeover M&A targets?
43:50 Lords Group Trading
50:00 Renew Holdings plc
54:10 Mitie
58:40 Warpaint Cosmetics
60:25 Plus500™
64:15 Victrex
70:00...
Published 05/17/24
Watch it on YouTube
Vox Markets speaks to Ronny Breivik, executive chairman of gaming technology specialist B90 Holdings, about a transformative year for the company which has seen it complete a strategic transition to a profitable B2B service provider.
Published 05/16/24
Watch on YouTube
European Green Transition #EGT put out an attractive set of sampling results from its Olserum rare earths project in Sweden. Aiden Lavelle talks us through the results themselves, the implications and the next steps, including plans for an upcoming drilling programme and ways of monetising the project.
Published 05/15/24
In this interview, CEO Adam Holland of MPAC takes Vox through today’s ‘in line’ trading update, current demand picture & longer term strategic opportunity for this specialist high speed packaging & automation solutions group.
Published 05/15/24
Watch on YouTube
Following today’s ‘in line’ FY’23 results, CEO Shanker Patel & CFO Chris Day of
Lords Group Trading
(LORD ) - a specialist UK builders merchant & heating/plumbing products distributor – take me through:
00:00 State of the market & Lord’s key USPs.
07:15 Financial highlights & key messages
12:30 Group’s response to tougher macro conditions
18:05 Industry shift to heat pumps
23:30 Outlook for next 12-24 months
Published 05/15/24
CleanTech Lithium is leading the way when it comes to the Direct Lithium Extraction process, and here, following an announcement that caused the shares to jump significantly, chairman Steve Kesler talks us through what it all means, as well as commenting on the lithium price and the company’s future plans.
Published 05/14/24
Watch on YouTube
Vox Markets speaks to Dr Ilian Iliev, CEO of deep tech investor NetScientific, about the transformational acquisition of Martlet Capital, a deal which doubles its assets under management and deepens its connections into Cambridge's world-leading innovation hotspot, Silicon Fen.
Published 05/14/24
England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss.
https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may...
Published 05/10/24
On today's live Exchange show, I was delighted to speak to accomplished investor John Hughman of Vox Markets – including:
00:00 His approach to investing & YTD performance
04:45 New Vox Markets stock picking service
05:45 XP Factory
09:15 Loungers
15:50 Future Plc
21:00 Journeo
25:40 Argentex Group
28:15 Cornerstone FS
30:40 Assessing the quality of management
35:15 Crossword Cybersecurity
39:50 Facilities by ADF
45:00 AVacta
47:55 Hargreaves Lansdown
53:15 Yü Group
56:45 Fadel...
Published 05/10/24
Watch on YouTube
Vox Markets speaks to Simon Deacon, CEO of Light Science Technologies #LST, about a year which has seen rapid revenue growth and judicious cost management move the controlled environment agriculture and passive fire protection specialist move close to self-financing growth as it eyes global expansion.
0:28 The £100bn market opportunity for LST’s three divisions – contract electronics manufacturing, controlled environment agriculture CEA), and passive fire protection.
3:07...
Published 05/08/24
In this interview, CEO James Hickman and CFO Judy Happe of Cornerstone FS #CSFS (soon to be renamed as Finseta) take me through today's excellent FY23 results - reporting adjusted EBITDA of £1.7m on sales up 100% LFL to £9.6m. Including
00:00 What the company does and its key growth drivers
06:15 Financial highlights
12:00 Commercialisation strategy (re international expansion, rebranding & new services)
20:00 Indicative FY’24 outlook
Disclosure: Cornerstone FS is a Vox Markets client
Published 05/08/24
Atlantic Lithium Limited (ALL) has secured approval to list its shares on the Ghana Stock Exchange (GSE), becoming the first near-term lithium producer with an in-country asset to do so. The flagship project, Ewoyaa, received a Mining Lease in October 2023 and attracted investment from Ghana's mineral sovereign wealth fund (MIIF) in January 2024. A GSE listing offers Ghanaians the chance to invest in the country's vital sector. ALL aims to break ground at Ewoyaa later this year, contributing...
Published 05/03/24
Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have?
https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from...
Published 05/01/24
Charlie Chadd, CEO of lifestyle company Good Life Plus #GDLF explains how it achieved a near 50% jump in subscribers in the first four months of 2024, and how that customer growth is helping attract some of the UK's leading brands as partners and powering a virtuous circle of growth.
Published 04/30/24
Russell Fryer of Critical Metals #CRTM talks to Vox’s Alastair Ford about the latest developments on the ground at the company’s Molulu copper project in the Democratic Republic of Congo. The road that connects the project to major infrastructure is now undergoing an overhaul, and the company is also enhancing its ESG activities in the region, following the construction of a school and other local amenities.
The plan now is to recommence drilling after a short preparatory period that will...
Published 04/30/24
In this interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners #FADL - take me through today's positive FY23 results (Sales up 10% LFL to $14.5m), 31% jump in ARR ($11.4m) & outlook.
00:00 What the company does, its key growth drivers & current demand
09:55 Financial highlights
15:25 Commercialisation strategy
24:15 Indicative FY’24 guidance
Disclosure: Fadel Partners is a Vox Markets client
Published 04/30/24
Jeremy Skillington, CEO of Poolbeg Pharma (POLB) talks Vox Markets through a landmark year that has seen the innovative biopharma company make huge strides progressing its treatments, opening up new markets, and strengthening its team - all whilst retaining its strong balance sheet thanks to disciplined capital allocation.
Published 04/30/24
Watch on YouTube
After last week's positive yearend trading update (re FY24 EBITDA almost doubling to £38m on sales up 44% to £225m) - CEO Sandy Chadha of FMCG products group Supreme #SUP took me thorough what's been driving the record results and upbeat outlook.
Published 04/29/24
Watch on YouTube
In today's edition of the show we look at some big-caps with interesting announcements (Anglo American, Sainsbury and Carnival) plus our usual trip through small-cap news including the likes of Record, Loungers and Brickability.
Published 04/26/24
#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG
On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed:
00:00 His investment approach & portfolio performance YTD’24
05:15 Distinguishing between value plays and value traps.
10:10 Jupiter Fund Management
15:50 AJ Bell
19:30 Premier Miton
24:05 Ashmore
29:55 M Winkworth & Property Franchise Group
35:45 Lords Group Trading
39:40...
Published 04/26/24
In today's edition of Taking Stock we look at a few early-stage companies: Checkit and Skillcast. But we also review Focusrite, Vianet and several more!
1:25 #TUNE
10:10 #IBST
15:05 #EAH
18:40 #VNET
24:25 #CKT
32:40 #SKL
43:00 #TRI
47:20 #DEST
48:25 #ARB
Published 04/25/24