500 episodes
The Vox Markets Podcast Vox Markets Podcast
-
- Business
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.
-
B90 Holdings Q&A: "We are focusing very hard on the massive opportunity the 2024 sports calendar offers us"
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.
-
Rogue Baron Q&A: "We stick to areas where we think we've got a competitive advantage"
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.
-
Vox Markets Fund Manager Series: Michael Ulrich 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
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 Diageo
34:05 Smiths Group plc
40:40 Anglo American
45:50 Whitbread
51:45 SSP Group plc
55:05 National Grid
59:40 Ashtead Group Plc
65:00 IMI
67:50 LSEG (London Stock Exchange Group) & valuation
76:55 Conduit Holdings -
The Exchange with Neil Shah
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 Rolls-Royce & Rightmove
73:30 Outlook for equities
Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients. -
Q&A with B90 Holdings: "we have built a platform that can be scaled"
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. -
Q&A with European Green Transition CEO, Aiden Lavelle
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.