One-on-one, long-form discussions featuring staff, writers and friends of Havok Journal. The show is sponsored by two veterans non-profits: Second Mission Foundation and the Veterans Repertory Theater.
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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.
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Savage Wonder is a podcast about warriors and artists. It features long-form, one-on-one conversations with people who have a foot in both the world of the artist and the world of the warrior. It is produced by the Veterans Repertory Theater, a creative hub for talented veterans and world-class performers to create compelling live theater and events.
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1
2113: Small-cap Investing with Paul Hill and Paul Scott
1:16:58
1:16:58
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1:16:58In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Observations from Mello investor conference 05:10 Profit taking & Ramsdens 07:20 MJ Gleeson 12:00 Watkin Jones 14:50 B&M Retail 18:15 Dr Martens 22:50 Gooch and Housego 27:00 ME Group 30:30 Eagle Eye …
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2112: Q&A Harena Resources Executive Technical Director, Allan Mulligan
7:05
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7:05Watch on YouTube How is an ionic clay rare earths deposit different from other kinds of rare earth deposit? Allan Mulligan is the executive technical director of Harena Resources #HREE. He joins us to answer that question, as it pertains to the company's Ampasindava project in Madagascar, and to talk about plans for low impact mining and progress w…
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2111: Interview with Polarean Imaging CEO Christopher Von Jako
13:46
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13:46Watch on YouTube Polarean #POLX CEO Christopher Von Jako shares news of FDA approval to use Xenon MRI in children as young as six, expanding their market and boosting safety credentials. He also updates on the Philips partnership, growing clinical adoption, global expansion, and plans to meet 2025 revenue goals.…
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2110: Q&A with Metals One Finance Director, Dan Maling & Chairman, Craig Moulton
13:42
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13:42Watch on YouTube It's been a transformational few months for Metals One #MET1, following a re-capitalisation exercise at the start of the year. The company's share price has soared as deals have been struck to acquire new assets in the US, and new exploration programmes have been initiated. Finance director Dan Maling and chairman Craig Moulton tal…
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2109: Interview with Cathal Friel and Jack Kelly from European Green Transition
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15:39European Green Transition has released full year results this morning, and also announced that Cathal Friel will be moving into a role as executive chairman following the forthcoming AGM. The company continues to believe that its Olserum rare earths project offers a highly attractive opportunity in the current geopolitical context, but will also be…
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2108: Mining Matters: SP Angel’s John Meyer on Commodities, Capital, and Change
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50:10Watch on YouTube Copper, gold, lithium and diamonds: John Meyer is one of London's best-known mining analysts. He's been top-ranked by Extel on several occasions, and is a founding partner of broker SP Angel, one of the more prominent brokers in the small-cap mining scene. In wide-ranging conversation John talks about the potential for M&A this yea…
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2107: Interview with Mike Ralston, CEO & Iain Wearing, COO of Blencowe Resources
13:33
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13:33Blencowe Resources has been making great strides with its Orom-Cross graphite project in Uganda in recent months, and has recently received a new tranche of funding from the US's Development Finance Corporation. We are joined by Blencowe's chief operating officer Iain Wearing and by chief executive Mike Ralston for an update on progress and an over…
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2106: Small-cap Investing with Paul Hill and Paul Scott
1:16:05
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1:16:05Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas. 00:00 Recent buys & sells 02:25 Begbies Traynor 05:25 SDI Group 08:40 SRT Marine 10:20 Watchlist stocks and Spectra Systems 13:05 React 16:30 Bodycote 19:20 Elementis 22:35 Avon Technologie…
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2105: Q&A with Poolbeg Pharma CEO, Jeremy Skillington
9:05
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9:05Watch on YouTube Following on from its £4.865 million raise last week, Poolbeg #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.By Vox Markets Podcast
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Watch on YouTube In this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence #WATR and CEO Will Knell of American Leak Detection take me through last week’s positive & in line Apr'25 YTD trading update. 00:00 Reminder of what the company does, its key USPs, StreamLabs partnership & secular growth drivers 10:05 Update on YTD'…
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2103: Mining Matters: Rare earths, with Rainbow's George Bennett
54:35
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54:35Watch on YouTube Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, …
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2102: Q&A with Cornish Tin CEO, Sally Norcross-Webb
11:10
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11:10Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, …
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2101: Q&A with Blencowe Resources CEO, Mike Ralston
8:16
8:16
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8:16Watch on YouTube Blencowe Resources #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifically, work on a definitive feasibility study i…
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2100: Small-cap Investing with Paul Hill and Paul Scott
1:10:33
1:10:33
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1:10:33Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Renold and M&A targets 05:00 Stelrad 07:25 Future & possible AI impact 12:40 Bloomsbury 17:30 Restore 20:25 Amcomri 22:40 Water Intelligence 25:40 Essentra 29:00 Topps Tiles 30:30 Har…
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2099: Q&A with IXICO CEO Bram Goorden and CFO Grant Nash
19:32
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19:32Watch on YouTube In this interview following today’s positive and in line March H1’25 results, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through: 00:00 What the business does, its key USPs & growth opportunity ahead. 05:10 Financial highlights, operating leverage, breakeven sales and …
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2099: Mining Matters: Ethiopia and its opportunities, with Harry Anagnostaras-Adams
52:55
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52:55The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman …
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Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following: 00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’? 02:10 Passive vs active funds 07:05 WISE 14:45 Burberry 19:25 JD Sports 22:15 Frasers 28:20 Vistry 32:00 RWS 36:00 Brave Bis…
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2097: Small-cap Investing with Paul Hill and Paul Scott
1:20:58
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1:20:58Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’ 04:00 HAT and M&A activity 06:10 Potential other M&A targets eg Inspiration Healthcare 11:40 Eurocell 15:55 Wic…
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2096: Interview with John Wood, CEO of Gelion
59:13
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59:13What are batteries, how do they work, what are cycles, cycle-lives, and what are the different types of battery? What are the opportunities for investors interested in the battery space, and what will advances in these technologies mean for the future? John Wood is chief executive of Gelion, a company developing sulfur-based battery technologies. H…
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2096: Interview with the Nick Lee of Riverfort Global and Scott Livingstone of S-Ventures PLC
5:21
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5:21Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-VenturesBy Vox Markets Podcast
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2095: The Exchange with James Taylor of M&G
1:10:13
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1:10:13Watch on YouTube In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas. 00:00 Outlook for UK small/midcaps and M&A activity 03:45 Avon Protection 06:35 Senior 10:20 Victrex 14:30 Premier Foods 18:40 Currys 22:00 Dominos Pizza 25:30 Watches of Switzerland 31:20 Keller 3…
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2094: Klaus Eckhof, chairman of Rome Resources
8:17
8:17
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8:17Watch on YouTube Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin produce…
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1
2093: Small-cap Investing with Paul Hill and Paul Scott
1:11:39
1:11:39
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1:11:39Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas. 00:00 Implications of US and UK interest rates decisions 04:45 Big Technologies 09:15 Renishaw 13:55 Filtronic 16:35 XP Factory 20:25 Victrex 22:20 1Spatial 26:35 Anpario 27:40 Windar Photo…
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2092: Copper, with former mining analyst of the year Sam Spring
1:03:30
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1:03:30Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might …
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1
2092: The Exchange with William Tamworth of Artemis
1:02:39
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1:02:39In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas: 00:00 Outlook for UK smallcaps 05:15 M&A activity and Corpay’s approach for Alpha International 08:55 Babcock International 11:45 Qinetiq 15:20 Moneysupermarket or MONY 18:30 Telecom Plus 22:15 Moonpig 25:3…
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2091: Small-cap Investing with Paul Hill and Paul Scott
1:13:25
1:13:25
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1:13:25Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas. 00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home 07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds) 13:35 Genus 18:40 Clarkson & impact of …
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1
2090: Q&A with Prospex Energy CEO, Mark Routh
10:42
10:42
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10:42Watch on YouTube In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and cont…
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1
2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
22:15
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22:15Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through: 00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion. 05:30 Financial highlights 10:25 Strategic rationale & integration of Vertical Digi…
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1
2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams
29:24
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29:24Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, th…
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2087: Focusrite Interview with CEO Tim Carroll and CFO Sally McKone
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15:24Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launchesBy Vox Markets Podcast
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1
2086: Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins
23:12
23:12
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23:12Watch on YouTube In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including: 00:00 Mpac’s core markets, USPs and growth drivers 02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24 07:40 Financial highlights 11:20 Q1’25 trading…
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2085: Lithium, with Zinnwald's Anton du Plessis
1:17:14
1:17:14
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1:17:14Watch on YouTube Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but doe…
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2084: The Exchange with James Thorne of Columbia Threadneedle
1:03:05
1:03:05
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1:03:05Watch on YouTube In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00 Outlook for UK mid/smallcaps 03:45 Chemring 07:25 Avingtrans 10:30 Inspecs 12:50 Oxford Instruments 16:20 Paypoint 19:10 Trainline 21:55 Auction Technologies 25:05 Tekmar …
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1
2083: Small-cap Investing with Paul Hill and Paul Scott
1:07:00
1:07:00
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1:07:00Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts stock 21 ideas. 00:00 Argentex & how to survive a lightning strike? 11:05 Tracsis 14:25 RWS 18:00 Somero Enterprises 22:10 Which UK firms might benefit from sky high US tariffs for Chinese goods? 23:20 Watche…
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1
2082: Q&A with CEO James Hickman and CFO Judy Happe of Finseta
17:01
17:01
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17:01Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s record FY’24 results, strong start to 2025 and long term expansion strategy.By Vox Markets Podcast
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2081: Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter
55:56
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55:56Watch on YouTube The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, a…
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1
2080: Small-cap Investing with Paul Hill and Paul Scott
1:07:44
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1:07:44Happy Easter and hope everyone enjoys this week’s smallcap investing show with UK equity analyst & capital markets commentator Paul Scott, who kindly took me through his latest thoughts on 18 stock ideas. 00:00 Any recent buys or sell? 02:20 Bunzl 08:45 Oxford Instruments 12:30 Cerillion 16:20 Vp 18:05 Speedy Hire and HSS 22:10 Audioboom 25:35 MHA …
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2079: Q&A with United Oil and Gas CEO, Brian Larkin
13:01
13:01
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13:01Watch on YouTube United Oil and Gas has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and is looking to make an announce…
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Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook. Disclosure: I own shares in IXICO, who is also a Vox Markets clien…
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1
2077: The Exchange with Judith Mackenzie of Downing
1:11:25
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1:11:25In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies. 00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM. 09:30 Cohort 11:20 Avingtrans 15:10 Inspecs 17:40 Flowtech Fluidpower 21:00 Ashtead Techn…
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2076: Q&A with European Green Transition's non-executive chairman, Cathal Friel
59:06
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59:06Serial entrepreneur and founder of European Green Transition Cathal Friel has joined its board as non-executive chairman. He joins us to tell us why, and what's next for the companyBy Vox Markets Podcast
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2075: Q&A with KEFI's Executive Chairman, Harry Anagnostaras-Adams
29:24
29:24
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29:24KEFI Gold and Copper is on the cusp of initiating construction at the Tulu Kapi gold project in Ethiopia. A few final tweaks are being made to contracting arrangements, but site preparation is already underway, the security setup has been established and work resettling certain members of the local community has begun. The pit at Tulu Kapi was desi…
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2074: Small-cap Investing with Paul Hill and Paul Scott
1:19:18
1:19:18
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1:19:18Watch on YouTube In this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas: 00:00 Key learnings from Trump’s trade tariff volatility 07:25 Treatt 18:15 Churchill China 23:00 JD Sports 27:40 Ramsdens 30:40 Gooch & Housego 34:55 Everplay (formerly Team17) 37:25 THG (ie T…
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Watch on YouTube In a recent interview with Vox Markets, Mo Khan, CEO of hVIVO #HVO, discussed the company's record-breaking performance in 2024 and its strategic outlook for 2025.By Vox Markets Podcast
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2072: Amanda van Dyke: Critical Metals and the state of mining
1:24:58
1:24:58
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1:24:58Watch on YouTube What actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and …
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2071: Q&A with Prospex Energy CEO, Mark Routh
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9:35In an interview with Vox Markets, Prospex Energy #PXEN CEO Mark Routh discussed the company's recent operational developments.By Vox Markets Podcast
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Watch on YouTube In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including: 00:00 What type of stocks John prefers. 02:50 Bonkers stocks - Polar Capital 07:40 Portfolio performance & tweaking in…
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2069: Small-cap Investing with Paul Hill and Paul Scott
1:19:46
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1:19:46Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 18 ideas on the following: 00:00 Impact of Trump’s tariffs on the markets 06:20 FANG/Mag7 stocks & Q1’25 portfolio performance 11:20 Argentex 18:40 Zotefoams 21:00 Could paradoxically tariffs provide a mini bo…
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1
2068: Q&A with Poolbeg CEO Jeremy Skillington
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5:01Watch on YouTube Vox Markets caught up with Poolbeg Pharma #POLB CEO Jeremy Skillington at the Master Investor Show, where he discussed the company's exciting progress in 2024. Jeremy highlighted strong investor engagement and shared updates on Poolbeg’s two lead programmes.By Vox Markets Podcast
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1
2067: Mining Matters: Shaun Day from Greatland Gold
38:28
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38:28Watch on YouTube Shares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, meaning that the comp…
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