The Vox Markets Podcast

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.
00:00 Advanced Medical Solutions
04:00 Recent buys
07:25 Spire Healthcare
12:45 Ramsdens
19:15 Segro
23:50 Easyjet
28:10 Gamma Communications
31:30 IP Group
33:40 ITV
37:00 Avingtrans
40:35 Distribution Finance Capital Holdings
44:35 Volex
48:50 Telecom Plus
51:25 Impact of change in tax treatment of cash held in ISAs
53:50 Moonpig
57:55 Gear4Music
1:00:25 McBride
1:07:55 MHA
1:13:15 Low margin retailers eg AO World, Halfords, etc
1:15:40 NIOX
1:18:15 BRCK / Brickability
1:20:05 Severfield
1:23:05 Carclo
#AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR

Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on Rift Helium. Rift recently listed on Aim, and plans to drill its helium assets in the Rukwa Basin in Tanzania next year. Slater talks about the huge upside that's on offer, and walks us through the reasoning behind his 29.1p risked NAV for the company, and his total unrisked NAV of 435.5p.

Yuen Low, director of research at Cavendish joins Vox for a discussion about Blencowe Resources, a company he has just issued an extensive report on. Low talks about his aggressive price target of 47.9p for the company, and his expectations that in due course EBITDA from Blencowe's Orom-Cross graphite project in Uganda could go into the hundreds of millions of dollars. Key to his optimism is the new paradigms in financial markets being shaped by resource nationalism and Chinese reluctance to export.

Quantum Helium's ongoing testing programme at the Sagebrush well continues to deliver favourable results. The helium structures and pressure are meeting expectations, and there's also been the additional bonus of significant oil flows. To date around 100 barrels of oil have been produced, and it looks like there's more to come. Chief executive Howard McLaughlin joins Vox to tell us the implications, and to talk about what happens next.

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 Recent buys & sells (GRI, ECEL, GTLY, EYE, TATE, ALFA, PINE, CRW, FNTL, AMS & EKF)
14:00 Advanced Medical Solutions
21:05 PPHE Hotel
24:10 Inspecs
28:45 Everyman Media
33:00 Windar Photonics
37:00 Rathbones
41:50 Marstons
44:10 eEnergy
48:25 Atome Energy
50:00 Stelrad
51:55 Polar Capital
53:05 Fonix
56:45 Seeing machines
59:40 Intercede
63:50 PZ Cussons
66:50 McBride
71:05 Warpaint Cosmetics
71:35 Owning founder managed businesses
76:00 Tinybuild
#AMS #PPH #SPEC #EMAN #WPHO #RAT #MARS #EAAS #ATOM #SRAD #POLR #FNX #SEE #IGP #PZC #MCB #W7L #TBLD