2258: CleanTech poised for CEOL and PFS progress early next year
CleanTech Lithium's chief executive Ignacio Mehech joins Vox for an update on the progress the company's been making with its Laguna Verde lithium project in Chile. The company is optimistic that it will be awarded a Special Lithium Operating Contract, otherwise known as a CEOL, in the near-term. That award will then be followed swiftly on by the release of the CleanTech's PFS for Laguna Verde. In the meantime a legal claim has been launched against the company by the Laguna Verde vendors, but this won't affect the CEOL process.
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2257: Small Cap Investing with Paul Hill and Paul Scott
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 16 stocks.
00:00 Recent buys or sells. Novo Nordisk, Likewise, Topps Tiles, CLS Holdings, Brickability, Peel Hunt & Hvivo
02:20 Tracsis
11:25 Whitbread
16:00 Spire Healthcare
23:50 Trustpilot
30:40 Baltic Classified
37:30 Vp
40:25 Speedy Hire
45:05 SSP Group
49:15 Future
53:55 MONY / Moneysupermarket
58:40 Victrex
64:45 Gooch & Housego
68:55 Essensys
73:50 Funding access for early stage companies
75:05 Tekmar
76:50 One Health Group
80:20 Lindsell Train Investment Trust
#TRCSÂ #WTB #SPI #TRST #BCG #VP. #SDY #SSPG #FUTR #MONY #VCT #GHH #ESYS #TGP #OHGR #LTI
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2256: Cadence now funded to first production following off-take deal
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Cadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money that was already in place following a financing earlier this year. Cadence chief executive Kiran Morzaria joins Vox to give us more detail, and to talk about the longer-term objective of full-scale development of Amapa, which is now one step closer.
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2255: Exchange with Richard Penny of Oberon Investments
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In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas:
00:00 Equity outlook for 2026
04:10 Eagle Eye
07:40 NCC plc
12:10 RM plc
16:40 Inspecs
19:55 Bellway
22:05 Breedon
25:00 Kooth
27:30 Big Technologies
29:15 Easyjet
31:55 SSP Group
35:45 Spire Healthcare
38:25 One Health Group
42:45 Verici Dx
44:30 Distribution Finance Capital
48:05 Zegona Communications
51:30 Victrex
54:25 XAR
58:05 Mincon
1:00:10 Gamma Communications
Best stock idea for 2026 - basket of smallcap life science firms such as Verici, Renalytix, Oxford Biodynamics, Aptamer, Arecor & Creo Medical
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2254: Tharisa books $603m in revenue, $117m in profit, and growth continues
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Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the company.
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.
UK