The Vox Markets Podcast

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In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 16 stock ideas.
00:00 MONY / Moneysupermarket
06:00 Craneware
09:50 Future jobs to survive the brave new AI world
12:00 St James Place and possible AI winners/losers
17:55 Some US tech ideas
18:40 Synthomer
23:05 Iomart
30:45 Frontier Development, TinyBuild & gaming stocks
36:45 Seeing Machines
42:50 hVivo
46:10 PZ Cussons
48:20 Vp Plc
54:35 MJ Gleeson
58:55 Warpaint
1:04:55 Brave Bison
1:10:40 Gaming Realms
1:13:10 Power Probe
1:15:15 UK IPO advisory fees & rotation into US value
#MONY #CRW #SJP #SYNT #IOM #FDEV #TBLD #SEE #PZC #VP #GLE #W7L #HVO #BBSN #GMR #PWR

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Quantum Helium's  Howard McLaughlin joins Vox to talk about the results of the company's ongoing 3D seismic work at the Sagebrush and Coyote Wash helium projects in Colorado. Quantum is busy using the newly acquired data to delineate drill targets, and is hopeful of getting the rigs to work later this year, following approvals from the Bureau of Indian Affairs.

In this upbeat interview, CEO Matt Timmins of Fintel – a leading fintech provider of software, data, intelligence and associated services to the UK financial services industry - takes me through last week’s positive FY'25 trading update and exciting growth trajectory. Alongside explaining why the company will be an AI winner and future M&A strategy.

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Nick Tulloch, chairman of ECR Minerals, joins Vox in the wake of the company's move to production at its Raglan gold project in Australia. The company has laid out a plan which shows that production at Raglan is likely to amount to 938 ounces of gold. That has an in-situ value of A$7 million which, considering the project was acquired for around A$1 million, isn't a bad return. An off-take deal has now been put in place, and as production from Raglan ramps up, attention will also turn to Blue Mountain, a bigger project, not far away.

In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.
00:00 Outlook for UK mid/smallcaps
03:15 Auction Technology Group
09:15 Kitwave
11:20 Oxford Biomedica
14:55 1Spatial
16:55 Activeops
20:10 Eleco & possible impact of agentic AI on software stocks
24:25 Microlise
28:55 Trainline
33:35 Chemring
36:40 Trustpilot
41:50 Serabi Gold
47:20 Yougov
50:50 GlobalData
54:00 Avingtrans
58:10 XP Power
1:00:55 Victrex
1:03:50 LSL Property Services
1:06:50 Norcros
1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology Group
ATG #KITW #OXB #SPA #AOM #ELCO #SAAS #TRN #CHG #TRST #SRB #YOU #DATA #AVG #XPP #VCT #LSL #NXR