Episodes
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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?
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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
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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
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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
In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK
1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return
4:04 Why the higher near-term...
Published 04/25/24
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In this interview, Vox Markets speaks to Tim Carrol and Sally McKone, CEO and CFO of Focusrite, about how they’ve steered the music technology group through a tough year which has seen them gain market share in the face of industry-wide supply chain challenges.
Published 04/25/24
Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago.
0:36 How overexposure to commodities hit performance in 2023
4:21 The improving performance since October, and signs of life in the UK market
7:21 Increasing overseas exposure via funds and trusts, and taking...
Published 04/25/24
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why?
Link to Podcasts:...
Published 04/25/24
In a discussion with Alastair Ford, Finance Director Amanda Harsas provides insights into Atlantic Lithium's consistent advancement at its primary Ewoyaa lithium project in Ghana, highlighting community backing, exploration strides, and strategic corporate actions aimed at accelerating project advancement and securing financial backing.
Published 04/25/24
In today's edition of Taking Stock we have plenty of news to cover including several positive company-specific announcements to explore. The positivity is dampened only by slight concern in the tourism (JET2) and construction (BREE) sectors.
Published 04/24/24
Vox Markets speaks to Tom Ilube and Stuart Jubb, CEO and group MD of fast-growing cybersecurity company Crossword (CCS), about how a transition towards recurring software sales, effective cross-selling, prudent international expansion, along with tight cost management is set to deliver profitability in 2024 as the threat from generative AI-driven cybercrime offers new avenues of growth.
Published 04/23/24
In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of
Eleco #ELCO take Vox Markets through highlights from today's positive 2023 results & SaaS transition.
What this leading Buildtech software developer does, its main USPs and the current health of the market.
Highlights from today's positive 2023 results & SaaS transition.
New product development & inclusion of AI.
Expansion strategy.
Recent €1.3m acquisition of Vertical Digital.
Prospects for 2024.
Published 04/23/24
In today's edition we look at Tyman as yet another company potentially bows out with a takeover offer. In addition to this we look at promising updates from Journeo, Brave Bison and Cerillion.
1:35 #TYMN
8:25 #JNEO
10:35 #BBSN
15:20 #BGEO
17:20 #MCG
26:35 #CHLL
29:40 #MTEC
35:20 #CER
40:00 #GST
Published 04/22/24
On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Iain Staples, where we discussed:
00:00 Iain’s investment approach & portfolio performance YTD’24.
02:00 Equals
07:45 Redde Northgate
10:45 Tekmar Group
16:05 Keller
21:40 CMC Markets
25:20 Hargreaves Lansdown
29:45 Spectra Systems
35:20 Big Technologies
41:45 Babcock International
47:25 Eleco
49:45 Hollywood Bowl
54:30 Midwich
59:30 Alpha Financial Markets Consulting
62:00 Focus Solutions...
Published 04/19/24
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In today's episode of Taking Stock we look at the Q1 trading update from 888 and other news releases that came out this Friday morning including Man Group, Mears, Fonix Mobile and Zotefoams.
2:05 #888
11:50 #EMG
17:20 #MER and discussion of buybacks
22:25 #FNX
26:20 #ZTF
29:15 #VLG and discussion of leverage multiples/EBITDA
37:40 #88E
41:10 #MARU
Published 04/19/24
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Craig Martin of Dynam Capital, manager of the Vietnam Holding investment trusts #VNH, on how its differentiated investment approach is delivering above average returns targeting one of the world’s most dynamic and fast-growing economies.
0:37 Why the Vietnamese index has enjoyed such a strong start to 2024
1:35 Why recent index weakness and geopolitical concerns are unlikely to disrupt the long term Vietnam growth story.
4:26 How a concentrated and active approach combined...
Published 04/18/24
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property...
Published 04/17/24