The Vox Markets Podcast

TNR Gold has received a non-binding proposal from major shareholder Altius, the Canadian royalty giant. Of interest is TNR's royalty portfolio comprising major lithium and copper assets in South America. TNR is now considering its next move, but to date relations with Altius have been friendly, so there is a real possibility a a transaction will result. TNR's executive chairman Kirill Klip joins Vox to tell us about where the company's at, and where it goes from here.

In this investing masterclass, Richard Penny of Oberon Investments - kindly takes me through his view of the markets and latest thoughts on 20 companies.
Apologies for the poor sound quality during the first 3 mins.
00:00 Equity outlook and how to invest in special situations.
04:20 Whitbread and Great Portland Estates
07:05 DF Capital
10:35 Verici Dx
14:05 InvestAcc
17:20 RM plc
21:55 Zegona Communications
25:10 Xaar
30:40 Eagle Eye
34:35 AdvancedADVT
37:20 Oxford Biomedica
41:15 CREO Medical
45:50 Genus
48:15 Mincon
50:05 Flowtech Fluidpower
52:10 Crest Nicholson
56:05 XP Factory
57:40 Acceler8 Ventures
60:15 Tekmar
62:20 One Health Group Holdings
65:45 Favourite stock ideas for next 12 months: InvestAcc and Arecor
WTB #GPE #DFCH #VRCI #INAC #RM. #ZEG #XAR #EYE #ADVT #OXB #CREO #GNS #MCON #FLO #CRST #XPF #TGP #AC8 #OHGR

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.
00:00 Buys & sells this week. Cavendish, Cerillion, Norcros & Corero Network Security
08:35 Activeops and possible Saaspocalypse. Alfa Financial & Eagle Eye
23:00 Thruvision
29:25 Sanderson Design Group
35:10 Big Technologies
43:35 Marston’s
46:30 Audioboom
49:00 Christie Group
52:10 Greencore
53:50 Dunelm
58:05 James Halstead
1:01:10 Where next for the UK recruiters? Hays, Page & Robert Walters
1:04:10 Wise
1:08:15 Iofina
#CAV #CER #NXR #CNS #AOM #ALFA #EYE #THRU #SDG #BIG #MARS #BOOM #CTG #GNC #DNLM #JHD #HAS #PAGE #RWA #WISE #IOF

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European Green Transition is continuing on its path to growth in the wind turbines and services business, with plenty of new leads and business generated in the third quarter. The company has also entered into a battery storage partnership. Dave Broadbank joins Vox to tell us how things stand and where the company goes from here
#EGT #greenenergy

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Tharisa #THS has released a fourth quarter and full year operational update detailing production numbers from its South African operation, and updating on ongoing expansion both in South African and Zimbabwe. The company boosted PGM and chrome production from its Tharisa mine in the fourth quarter, delivering in line with guidance, and against the backdrop of a favourable pricing environment. Expansion underground at the Tharisa mine continues, as does work on the new Karo project in Zimbabwe. These developments will likely double Tharisa's capacity over the medium term. Tharisa's chief executive Phoevos Pouroulis joins Vox to tell us more