The Vox Markets Podcast

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.
00:00 GB Group
03:10 Thruvision
11:30 Kooth
18:30 Goodwin
24:50 Tracsis
33:45 S4 Capital
42:35 Focusrite
48:35 Hunting
54:35 Hvivo
57:30 JD Sports
61:15 Trainline
65:25 Boku
69:15 McBride
74:45 Solid State
78:25 Sysgroup
83:25 Volex
85:35 Halfords
88:50 Marshalls

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Shaires Holdings (AIM: SHR) CEO Vivek “Vick” Seth explains how the AIM-quoted company secured exposure to seven of the world’s most closely watched private technology businesses, including Anthropic, Stripe and ByteDance. He discusses its distinctive share-exchange model, why Shaires chose London, how the portfolio will be valued and the company’s plans to expand to around 15 holdings.
#AI #SHR

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks:
00:00 Equity outlook & consumer stocks
05:00 Gym Group
11:40 Avingtrans
20:35 Volex
26:40 Eagle Eye
29:40 Tracsis
34:10 Fonix
40:15 AB Dynamics
48:55 Yougov
58:50 Restore
1:02:05 Cohort
1:06:20 SRT Marine
1:12:00 AEP Plantations
1:18:20 James Latham
1:21:40 Springfield Properties
1:24:10 Optima Health
1:30:05 Favourite stock ideas for next 12 months. Volex & Yougov
#GYM #AVG #VLX #EYE #TRCS #FNX #ABDP #YOU #RST #CHRT #SRT #AEP #LTHM #SPR #OPT

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas.
00:00 Thruvision
03:00 CML Microsystems
06:40 Tracsis
11:20 GB Group
20:00 Cohort
23:30 Alternative Income REIT
26:25 TheWorks and Kelso
30:50 Michael Page
38:45 Likewise
44:20 Microlise
50:50 Corero Network Solutions
55:20 Intercede
57:50 EKF Diagnostics
1:01:40 Zotefoams
1:03:30 Severfield
1:06:15 Jet2
1:09:55 LSL Property Services
1:10:55 PCI-Pal
1:12:50 Nichols
1:17:55 Vistry

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It's been a strong week for Harena Rare Earths First, the company was mentioned in President Trump's White House briefing, following a big conference on critical minerals. Then, the next day, it was granted its Mining Terms and Conditions by the Madagascar government. This means the company is now in a strong position to move ahead with plans for a pilot plant at its Ampasindava project. Ivan Murphy, Harena's executive chairman, joins Vox to tell us more.
#HREE #Mining